## **Trustees' Annual Report for the period** Period start date Period end date 06 April 2022 05 April 2023 **From To** ## Section A Reference and administration details **Charity name** Birmingham Karma Ling **Other names charity is known by** N/A **Registered charity number (if any)** 1006450 **Charity's principal address** 41 Carlyle Road Edgbaston Birmingham **Postcode B16 9BH** Birmingham Karma Ling **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Alun John Davies|Treasurer|N/A|Trustees| ||Jacqueline Mary
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**
**Name**
**Address**||| |**N/A**||| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** N/A ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Trust Deed Type of governing document (eg. trust deed, constitution) Charitable Trust How the charity is constituted - (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; - the charity’s organisational structure and any wider network with which the charity works; 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. New trustees are provided with a copy of the trust deed and the aims and objects of the charity. New trustees are provided with access to the charity’s policies and procedures and are directed to the Charity Commission website for guidance on a trustees duties and obligations. Birmingham Karma Ling comes under the spiritual guidance of His Eminence the Twelfth Tai Situ Rinpoche. - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **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 of 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. March **2012** **TAR** 2 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 is 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 Ling to give religious instruction; 4. To publish Buddhist texts and to provide tuition in the study of the texts and to provide instruction in Buddhist philosophy and practice; 5. To provide educational resources for schools and colleges, for students of comparative religion through visits to Birmingham Karma Ling and by providing speakers to go out to educational institutions and other interested organisations; 6. To continue the established and widely supported study of spoken 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. 8. Resident Sangha provide pastoral support locally and nationally. ## **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. March **2012** **TAR** 3 Section D Achievements and performance The Charity has continued its programme in pursuit of achieving the aims **Summary of the main** and objectives set out in its trust deed. With the addition of a religious **achievements of the charity** worker the charity has been able to extend its pastoral support work and **during the year** enhanced its practice instruction and Tibetan language classes. March **2012** **TAR** 4 ## **Section E Financial review** Birmingham Karma Ling holds no specific reserves **Brief statement of the charity’s policy on reserves** **Details of any funds materially in deficit** N/A ## **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 rental income 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** 11 February 2024 March **2012** **TAR** 5 CHARITY COMMISSIO FOR ENfjLAND AND WALE Bimiihohm K•m* Ling 1006450 Receipts and payments accounts CC16a For the period C610412022 0510412023 Section A Receipts and payments Unrestricted funds to lh• n•ar••t Restricted fund5 Endowment funds Total tunds Last year tothe r￿l￿tt tothi to th• nMrdJt£ to th• n•HrHJt£ A1 R8c81 Rent Don&liun*- Genero1 Don&liuns- Ps G￿¥Ll Oon&tlUns- VndeT Cth Aid Grft Aid Recoverod Sho s￿es 16.5J5 25.155 41 36.573 16.538 25.195 41• 36.573 2,J 14,375 2,420 9,786 4,05fj Sub total(Gross inconje lor AR) 81.127 31.247 A2 Ass•t and Inv•$im•ni sal•s, Isee talAe. Sub total 81,127 81,127 31,247 A3P8 men¢• Woter Rates Council Tax Irsuronce Gas And Ehcinci hone and Intemet onsorsni Houlèkèepin s8￿ries l RèiMbUrè￿ent* airs And 1.280 3.18J 2.777 $.151 411 6,244 2,53È 4,38 416 3,940 3,584 6,040 29.860 2.176 1.8OD 4BO 2,620 6.040 3.384 1.176 i.eoo 26 Le al IER fe• Sund Ex enMs 341 23,763 Sub total .ty)7 tO.007 A4 Asset and Invesimènl pur¢ha$e$,1$00 tabltl Sub total 60,007 eo.007 23,753 Net ofre¢eiptsl(p8yments) A5 Transfers between funds A6 Cash lund5 last year end Cash funds this year end 21,121 21,121 7A94 32,908 54,OZY 32,908 54,029 25,414 32,908 Page 1 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to ￿￿T￿te Restricted funds Endowment funds Categorles Details B1 Cash lunds ash at bank and in h￿d 54,029 Total cash funds 54.Q29 Unrestricted funds Restrictsd lunds Endowm8nt fund8 ¢0 n8ar•it£ Details ¢0 n•ar•it£ Fund towhkh 4u•t b•lo ¢urr•nt y41￿• Dotalls Fund tot**lch •u•t b*lDn UIlTBslnclod Details ¢o•t loptlon•ll J42,6J3 Curr•nt ¥41￿• B4 A88et8 retalned lor the charlty's own use LAfA s B￿1r •ry Untvobictad Shnne Roc*Tr Unmincithl Fund to *rnoun¢d Vlh•n dy• Details rèl•*• B5 Liabilities SkJned by Injstees beh￿l0[all the trustses SvJnature Print Name Date of roval Alun Davies 21101124 Page 2 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Report to the trusteesl members of Birmingham Kanna Ling On accounts for the year ended 5th April 2023 Charity no 1006450 S6t out on pages 1and2 I report to the Irustees on my examination of the accounts of the above charity 1.the Trust.) for the year ended 0510412022. Rosponsibilities and As the charity trustees of the Trust, you are responsible for the preparation basls of report of the accoltnls in accordance with the requirements of the Charities Act 20111.the Acl.). I report in r8SP8Ct of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examinatioii, I have followed the applicable Directions given by the Charity Commission under section 14515)Ibl of the Act. I have completed my examination. I confimi that no material matters have come to my attention in connection with the examination which oiv8s m8 cause to believe that in. any material respect.. accounting records were not kept in accordance with section 130 of the Act or thA Aemiintq dn nnt Arrnrrt wilh th8 accounting records Independent examlnerfs statement I have no concems and have come across no other mallers in connection with Ihe examination to which attention should be drawn in order lo enable a proper understanding of the accounts to be reached. Signed: Date: 0910212024 Name: AHMET DERVISH Relevant profe88ional qualification{s) or body lif any): Institute of Finanual Accountants AFA MIPA Address: A Dervish & Co Limited 496498 Bearwood Road. Bea￿0[￿J B66 4HB IER