Trustees' Annual Report for the period
| A | **From ** | Period start date 6th April 2023 |
Period start date 6th April 2023 |
Period start date 6th April 2023 |
To | Period end date 5th April |
Period end date 5th April |
Period end date 5th April |
2024 | |||||
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| Section A Reference and administration details | Section A Reference and administration details | Section A Reference and administration details | Section A Reference and administration details | Section A Reference and administration details | ||||||||||
| Charity name | Charity name | Birmingham Karma Ling | Birmingham Karma Ling | Birmingham Karma Ling | ||||||||||
| Other names charity is known by Registered charity number (if any) |
Other names charity is known by N/A Registered charity number (if any)1006450 ~~———~~ |
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| Charity's principal address | Charity's principal address 41 Carlyle Road Edgbaston Birmingham Postcode B16 9BH ~~————~~ |
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| Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | |||||||||||||
| Trustee name | Office (if any) | Office (if any) Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
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| 1 Alun John Davies | 1 Alun John Davies | Treasurer | N/A | Trustees | ||||||||||
| 2 | Jacqueline Mary O’Hanlon |
Trustee | N/A | Trustees | ||||||||||
| 3 Debra Mal | 3 Debra Malpass | Trustee | N/A | Trustees | ||||||||||
| 4 5 Paul Vivian Mullard |
John Beard Trustee 6thApril 2023 – 5thApril 2023 Trustees 5 Paul Vivian Mullard Trustee N/A Trustees ~~=~~ |
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| 6 | 6 | |||||||||||||
| 7 | 7 | |||||||||||||
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Section A Reference and administration details
Names of the charity trustees who manage the charity
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year N/A ~~—_——————~~
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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 |
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| 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
Trust Deed
- (eg. trust deed, constitution)
How the charity is constituted
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:
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policies and procedures adopted for the induction and training of trustees;
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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, staff and volunteers in public facing roles. New trustees are provided with a copy of the trust deed including the aims and objects of the charity. New trustees are also provided access to the charity’s policies and procedures and are directed to the Charity Commission website for guidance on the duties and obligations of a trustee.
Birmingham Karma Ling comes under the spiritual guidance of H E the Twelfth Tai Situ Rinpoche.
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relationship with any related parties;
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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
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To Advance the Buddhist Religion in particular but not exclusively in accordance with the tenets and doctrines of the Karma Kagyu School of Tibetan Buddhism.
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To advance education in accordance with the tradition of Buddhism; to relieve persons in need in accordance with Buddhist practices.
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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, the development of compassion, goodwill and understanding between different faiths.
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To provide a permanent centre for the support of a resident community.
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To sponsor eminent Buddhist teachers to visit Birmingham Karma Ling to give religious instruction.
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To publish Buddhist texts and to provide tuition in the study of the texts and provide instruction in Buddhist philosophy and practice.
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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.
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To continue the established and widely supported study of spoken and written Tibetan language which has been a successful part of more advanced studies.
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Representatives of Birmingham Karma Ling are working with interfaith organisations and making a significant contribution to fostering goodwill between different faiths and promoting social cohesion.
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Resident Sangha provide pastoral support and care locally and nationally.
The trustees of Birmingham Karma Ling confirm that they have had regard to the guidance issued by the Charity Commission on public benefit.
Additional details of objectives and activities (Optional information)
N/A
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The Charity has continued its programme in pursuit of achieving the aims and objectives set out in its trust deed. With the addition of a Religious Worker the Charity has been able to extend its pastoral support work and enhanced its practice instruction and Tibetan language classes. The Charity offered year one of a three year course ‘Developing the Buddha Within’ organised through the support of Palpung Sherabling Monastery, India. Birmingham is the only centre in England to offer this study and practice curriculum. Students are required to continue the study and practice programme on a weekly basis. The Charity will offer year two of ‘Discovering the Buddha Within’ in late summer 2024.
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Section E Financial review ~~ee~~
The Charity holds no specific reserves.
Brief statement of the charity’s policy on 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:
The Charity’s principal income is derived from donations, rental income and specific fund raising projects.
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
~~|~~ Section F Other optional information
N/A
Section G Declaration ~~ee~~ 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 ~~ee~~ Position (eg Secretary, Chair, Treasurer etc) ~~po~~ Date 9th January 2025
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CHARITY COMMISSION FOR ENGLAND AND WALES Birmingham Karma Ling Receipts and payments accounts CC16a For the period from To Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year Al Recei Renl Donalions- General Donaliorts- P t)onalions- Under Gift Akl Gift Recovered 15A40 9,974 16,535 9.974 1.115 410 36,573 1360 13.335 9.144 Sub total(Gross income for AR) A2 Asset and Investment sales, see table . 49.058 81,127 Sub total 49.058 49,IJ5B 81.127 A3P Walef Rates Counol Tax Insuranc* Gag and Ek¢Ji ' Telephone Inler SFonsorships Htxssekeepi Salaries l Reimburesmerts Repalrs and Renthyals Travelli L al and IER fees 1,466 1,466 1,280 3.683 In7 5.151 416 1591 4810 212 10.360 4.198 4.620 1.138 1591 $810 212 10,360 4.198 4.520 1.138 4384 29,860 1176 1.800 300 926 31536 300 926 31536 Sub totsl 60.007 A4 Asset and Investment purchases, (see lable) Sub totsl 34536 31536 60,007 Net of reCeipt[payments) AS Trdnsfer6 between funds A6 Cash funds last year end Cash funds this year end 16,521 16,521 21.121 $4,029 70.550 31908 54029 70,5
Section B Statement of assets and liabilities at the end of the period Endowment funds to nearnst £ C<ltegorics funds funds to neaTest£ B1 Cash funds Total cash funds funds funds to nrest£ funds Doiail StoL* B2 Other monetary assets 1461 to whkh Dotails tiona B3 Investment assets Fund tOTwhich asset belo Details ional 341633 charltys own use 9.830 Unre5trided 156 40,955 Fund to whlch Amount d ona When dL onal Deta:Is B5 Liabilities &gned by orÈ or t4WtruSt on behalf of all the trustees Date of roval Signahre Alun Da¥1 31Y12r2024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Report to the trusteesl members of Birmingham Karma Ling On accounts for the year ended 5th April 2024 Charity no 1006450 Set out on pages 1and2 I report to the trustees on my examination of the accounts of the above charity ("the Trust.) for the year ended 0510412024. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ('the ACY,). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date: 3011212024 Name: AHMET DERVISH Relevant professional qualification(s) or body (if any): Institute of Financial Accountants AFA MIPA Address: A Dervish & Co Limited 496498 Bearwood Road. Bearwood B66 4HB IER