
## **Trustees' Annual Report for the period** 

Period start date Period end date Day Month Year Day Month Year **From To** 

## Section A                        Reference and administration details 

**Charity name Other names charity is known by** N/A **Registered charity number (if any)** 1006450 **Charity's principal address** 41 Carlyle Road 

Birmingham Karma Ling 

41 Carlyle Road Edgbaston Birmingham **Postcode B16 9BH** 

**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||Alun John Davies|Treasurer|N/A|Trustees|
||Jacqueline<br>O’Hanlon|Trustee|N/A|Trustees|
||Debra Malpass|Trustee|N/A|Trustees|
||John Beard|Trustee|N/A|Trustees|
||Paul Vivian Mullard|Trustee|N/A|Trustees|
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



**Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

|**Name**|**Dates acted if not for whole year**|
|---|---|
|N/A||
|||
|||



March **2012** 

**TAR** 

1 



## **Names and addresses of advisers (Optional information)** 

|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser**<br>**Name**<br>**Address**|||
|**N/A**|||
||||
||||
||||



## **Name of chief executive or names of senior staff members (Optional information)** 

## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

Type of governing document (eg. trust deed, constitution) How the charity is constituted 

Trust Deed 

Charitable Trust 

- (eg. trust, association, company) 

Trustee selection methods 

Appointed by Trustees 

- (eg. appointed by, elected by) 

## **Additional governance issues (Optional information)** 

You **may choose** to include additional information, where relevant, about: 

- policies and procedures adopted for the induction and training of trustees; 

Birmingham Karma Ling reviews its policies and procedures and risk management on a regular basis and provides training in safeguarding for all trustees and staff in public facing roles. 

Birmingham Karma Ling comes under the spiritual guidance of His Eminence the Twelfth Tai Situ Rinpoche. 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

March **2012** 

**TAR** 

2 



## **Section C                    Objectives and activities** 

**Summary of the objects of the charity set out in its governing document** 

   1. To advance the Buddhist religion in particular but not exclusively, in accordance with the tenets and doctrines of the Karma Kagyu School of Buddhism; 

   2. To advance education in accordance with the tradition of Buddhism: to relieve persons in need in accordance with Buddhist practices. 

1. To provide facilities for regular Buddhist prayers, meditation and services for both the resident community and others of all faiths or no faith. This very beneficial for the alleviation of stress and the development of compassion, goodwill and understanding between different faiths; 

2. To provide a permanent centre for the support of a resident community at Nos. 39, 41 and 42 Carlyle Road, Edgbaston, Birmingham B16 for the purpose of promoting and assisting the activities set out in the previous paragraph; 

3. To sponsor eminent Buddhist teachers to visit Birmingham Karma 

**Summary of the main** Ling to give religious instruction; **activities undertaken for the** 4. To publish Buddhist texts and to provide tuition in the study of the **public benefit in relation to** texts and to provide instruction in Buddhist philosophy and **these objects (include within** practice; **this section the statutory** 5. To provide educational resources for schools and colleges, for **declaration that trustees have** students of comparative religion through visits to Birmingham **had regard to the guidance** Karma Ling and by providing speakers to go out to educational **issued by the Charity** institutions and other interested organisations; **Commission on public** 6. To continue the established and widely supported study of spoken **benefit)** and written Tibetan language which has been a successful part of more advanced studies; 

7. Representatives of Birmingham Karma Ling are working with interfaith organisations and making a significant contribution to goodwill between different faiths and social cohesion. 

March **2012** 

**TAR** 

3 



**Additional details of objectives and activities (Optional information)** 

N/A 

You **may choose** to include further statements, where relevant, about: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

Section D                      Achievements and performance 

March **2012** 

**TAR** 

4 



Section D                      Achievements and performance 

**Summary of the main** Despite the continued restrictions caused by the pandemic Birmingham **achievements of the charity** Karma Ling continued its pastoral work and persued its educational **during the year** objectives throughout the period but was necessarily restricted in some of its activities 

March **2012** 

**TAR** 

5 



## **Section E                    Financial review** 

**Brief statement of the charity’s policy on reserves** 

Birmingham Karma Ling holds no specific reserves. 

**Details of any funds materially** N/A **in deficit** 

## **Further financial review details (Optional information)** 

You **may choose** to include additional information, where relevant about: 

Birmingham Karma Ling’s principal income is derived from donations, rent and specific fund raising projects 

- the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section F                     Other optional information** 

N/A 

## **Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 


**Signature(s)** 

**Full name(s)** Alun John Davies **Position (eg Secretary, Chair,** Treasurer **etc) Date** 8/12/2022 

March **2012** 

**TAR** 

6 



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|||Alun Davies|25/09/2022|
|||||



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CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Report to the trusteesl
member5 of
Bimiingham Kamia Ling
On accounts for the year
ended
5th April 2022
Charity no
lif any)
10C6450
S•t out on pages
1and2
I report to the trustees on my examination of the accounts of the above
charlty 1.the TfUSt'I for the year ended 0510412022.
Responsibllltlos and As the charity truste88 of the Trust. you are responsible for the preparation
basls of roport of the accounts in aGcordance with the requirements of the Charities Act
2011 {'the Acr).
l Teport in respect of my examinalion of the Tfust's accounts ¢arried out
under Section 145 of the 2011 Act and in cafrying out my examination. I
have followed the applicable Directions given by the Charlty Commission
under section 14515)(b) of the Act.
I have completed my examination. I confim that no material matters have
corne to my attention {other than that disclosed below ') in connection with
the examination which gives me cause to believe that in, any material
respect..
accounting records were not kept in accordance with sects'on 130 of
the Act or
the accounts do not accord with the accountlng records
Independent
•xaminer'8 Statement
I have no rA*ncems and have come acros8 no other matters in connection
with the examination lo vthich attention should te drawn in order to enable a
proper understanding of the accounts to be reached.
Please delete the words in the brackets if they do not apply.
Slgned:
Dat•:
2311112022
Name:
ABDULLAH DERVISH
Relevant professlonal
qualificatlon{s) or body
ltt any):
Institute of Financial Accountants
FFAIFIPA
Address:
A Dervish & Co Limited. 496498 BeaMood Road, Bearwood, B66 4HB.
IER
October 2018

Only complete rf the examiner needs to highlight matters of con￿rn (see CC32,
Independent examination of charity accounts: directions and 9uidance for
examiners).
Give here brlef detalls of
any items that the
oxaminor wishes to
disclose.
IER
October 2018

||**Charity Name**<br> <br>**Birmingham Karma Ling**<br>|**Charity Name**<br> <br>**Birmingham Karma Ling**<br>|**Charity Name**<br> <br>**Birmingham Karma Ling**<br>|**Charity Name**<br> <br>**Birmingham Karma Ling**<br>|**Charity Name**<br> <br>**Birmingham Karma Ling**<br>|**No (if any)**<br>**1006450**|**No (if any)**<br>**1006450**|**CC16a**|
|---|---|---|---|---|---|---|---|---|
||**For the period**<br>**from**||Period start date<br>06-Apr-20||**To**<br>|Period end date<br>05-Apr-21|||
||||||||||
|**Section A Receipts and payments**|||||||||
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest      £**||**Restricted**<br>**funds**<br>**to the nearest £**||**Endowment**<br>**funds**<br>**to the nearest £**|**Total funds**<br>**to the nearest £**||**Last year**<br>**to the nearest £**|
|Rent|**14,950**|<br> <br> <br> <br> <br> <br>|**-**|<br> <br> <br> <br> <br> <br>|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**14,950**|<br> <br> <br> <br> <br> <br>|**12,995**|
|Donations General|**497**||**-**|||**497**||**1,398**|
|DonationsPaying Guests|**-**||**-**|||**-**||**360**|
|Donations GiftAid|**16,080**||**-**|||**16,080**||**8,072**|
|ShopSales|**-**||**-**|||**-**||**106**|
|Income Tax Recovered|**5,099**||**-**|||**5,099**||**2,678**|
||**-**||**-**|||**-**||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|<br><br>**36,626**||**-**||**-**|**36,626**||**25,609**|
||||||||||
|**A2 Asset and investment sales,**<br>**(see table).**|||||||||
||**-**||||**-**<br>**-**<br>**-**|**-**|||
||**-**|||||**-**<br>**-**||**-**|
|**_Sub total_**|<br>**-**|||||||**-**|
|**_Total receipts_**<br>**A3 Payments**|||||||||
||||||**-**|||**25,609**|
||||||||||
|Water Rates|**951**||||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**951**||**1,112**|
|Council Tax|**4,981**|||||**4,981**||**4,782**|
|Insurance|**2,441**|||||**2,441**||**4,576**|
|Gas and Electricity|**4,705**|||||**4,705**||**4,922**|
|Telephone|**473**|||||**473**||**339**|
|Sponsorships|**7,510**|||||**7,510**||**580**|
|Housekeeping|**2,520**|||||**2,520**||**3,290**|
|Salaries|**5,040**|||||**5,040**||**5,183**|
|Repairs and Renewals|**2,078**|||||**2,078**||**1,114**|
|Travelling||||||||**534**|
|SundryExpenses|**88**|||||**88**||**380**|
|Postage||||||||**2**|
|Suspense Account|**-**|||||**-**<br>**30,787**||**97**|
||**30,787**|||||||**26,911**|
||||||||||
|**_Sub total_**|**-**||||**-**<br>**-**<br>**-**|**-**|||
||**-**|||||**-**<br>**-**|||
|**A4 Asset and investment**<br>**purchases, (see table)**|**-**|||||||**-**|
||||||||||
||**30,787**||||**-**|||**26,911**|
||||||||||
||||||**-**<br>**-**<br>**-**|**5,839**||**-**<br>**1,302**|
|||||||**-**||**-**|
|||||||**-**<br>**5,839**||**-**|
||||||**-**|||**-**<br>**1,302**|
||||||||||



CCXX R1 accounts (SS) 

01/08/2021 

1 



## _**Cash funds this year end**_ 

||**Details**<br>**f**Cash in Hand<br>Bank of Scotland<br>Barclays<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**<br>Shop Stock<br>**Details**<br>**Details**<br>Freehold Land and Buildings<br>Furniture Fixtures and Fittings<br>Library<br>Shrine Room<br>**Details**<br>Signature|**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**1,500**<br>**-**<br>**20,660**<br>**-**<br>**3,258**<br>**-**<br>**25,418**<br>**-**<br>Agreement Error<br>OK<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**1,409**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>Alun Davies|**Endowment**<br>**funds**<br>**to nearest £**|
|---|---|---|---|
|**Section B Statement o**|**f**Cash in Hand||**-**|
|**Categories**<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B3 Investment assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**|Bank of Scotland||**-**|
||Barclays||**-**|
||**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))||**-**|
||||OK|
||||**Endowment**<br>**funds**<br>**to nearest £**|
||Shop Stock||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||**Details**||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||**Details**||**Current value**<br>**(optional)**|
||Freehold Land and Buildings||**342,633**|
||Furniture Fixtures and Fittings||**98,930**|
||Library||**156**|
||Shrine Room||**40,955**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||**Details**||**When due**<br>**(optional)**|
|||||
|||||
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|||||
|||||
||Signature|||
||||Date of<br>approval|
|||Alun Davies|4/09/2021|
|||||



CCXX R2 accounts (SS) 

01/08/2021 

2 

