**Trustees' Annual Report for the period** 

||A|**From **||Period start date<br>6th<br>April<br>2023|Period start date<br>6th<br>April<br>2023|Period start date<br>6th<br>April<br>2023|**To**|Period end date<br>5th<br>April|Period end date<br>5th<br>April|Period end date<br>5th<br>April||2024|||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|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**<br>**Registered charity number (if any)**||||||**Other names charity is known by**<br>N/A<br>**Registered charity number (if any)**1006450<br>~~———~~|||||||||
||**Charity's principal address**|||||**Charity's principal address**<br>41 Carlyle Road<br>Edgbaston<br>Birmingham<br>**Postcode**<br>**B16 9BH**<br>~~————~~|||||||||
|**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)**<br>**Dates acted if not for whole**<br>**year **|||||**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**||||
|1 Alun John Davies|1 Alun John Davies||Treasurer|||N/A|||||Trustees||||
|2|Jacqueline Mary<br>O’Hanlon||Trustee|||N/A|||||Trustees||||
|3 Debra Mal|3 Debra Malpass||Trustee|||N/A|||||Trustees||||
|4<br>5 Paul Vivian Mullard|John Beard<br>Trustee<br>6thApril 2023 – 5thApril<br>2023<br>Trustees<br>5 Paul Vivian Mullard<br>Trustee<br>N/A<br>Trustees<br>~~=~~||||||||||||||
|6|6||||||||||||||
|7|7||||||||||||||
|8|8||||||||||||||
|9|9||||||||||||||
|10|10||||||||||||||
|11|11||||||||||||||
|12|12||||||||||||||
|13|13||||||||||||||
|14|14||||||||||||||
|15|15||||||||||||||
|16|16||||||||||||||
|17|17||||||||||||||
|18|18||||||||||||||
|19|19||||||||||||||
|20|20||||||||||||||



## 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 ~~—_——————~~ 

April **2023 24** 

**TAR BKL** 

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 

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: 

- 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, 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. 

- 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 and doctrines of the Karma Kagyu School of Tibetan Buddhism. 

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

April **2023 24** 

**TAR BKL** 

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, the development of compassion, goodwill and understanding between different faiths. 

2. To provide a permanent centre for the support of a resident community. 

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 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 fostering goodwill between different faiths and promoting social cohesion. 

8. 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: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

April **2023 24** 

**TAR BKL** 

3 



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. 

April **2023 24** 

**TAR BKL** 

4 



**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. 

- 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** ~~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 

April **2023 24** 

**TAR BKL** 

5 



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 n￿rest£
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