The Lord Mayor of Blmilngham* Charlty
Registsrnd Charity Number 1036968
Report and Financlal Slaternents
For the Yaar Ended 31 March 2024

Th• Lord Mayor of BITmlngh•n's CharFty
Rqportand Financial state￿￿Atr
Yew End8d 31 March 2024
R•kvrtrflhvTnthg¥
Inwndent EXI￿n0￿5 Rryortto
StalementofFknprAaalAd¥Dlesand Balarrte8h88t
bth8 Flnaryjal Stthments

Th? Lord M&yorof 8lrmlnghwn'$ Charity
Report of th• Trustees farthei Year Ended 31 March 2024
TheTN8t••s ￿￿entth*irrnKrfJftw1th th4 fimnclal ststgnwnts 0ftheC￿tyfarV* ywend•d 31 2024. Th¢ TTu4t8tt hase adoptsd the
li￿0￿5 olA￿￿￿9 BTrJ R¥xitrng by Chorflles.. slatemant ofR8ce4m￿ P¢*4ie• applIGi￿e tortharfttes prepadng lhtyrat£r￿￿*6lTr
U)e F¥)andd Reporfng 8tand4r¢ app1lea￿e In the UKand Reputylcollreknd IFRS IW l¢flacU￿ 1 January 20191.
Referenceand adffdnlatrnlfv• Infomiatton
Lord Maywof Bkn)inglk*rfs Chwty
Chirty n￿mI￿.
11)36968
Addr•s# forcorr•*pondMco1 donatloni ￿. 8•¢r*rylo IhaTrt•188• ofthe Ltyd Wcrfcl Blrmlnghom'e Charfty
Lorrf Mo>TVs Pa￿r
Coundl Hc4Wg
B1￿1￿9￿￿M
B11B8
Clwy•• •hL*J b• m•d• pa>EN• ta'Ltrd Mwr
Th• TrtAt••J who ••rv•d durtng th• yMrwor•:
Thè Lord dBlmilighom CouMdlw-Moh•mmèJAgffj
DoputyLord PWcouThthr.Yv￿nO Mrjyquito
Fl•*l olthe Lwd MIS￿80[[*•.Ann• t<•nr
Nomth•t•d by •lrnilngh•m Clty Coundl:
cO￿knr D]￿e Dmld*
¢o•t•d Tru8t•u:
Stuphty) Gc4dslth- Chalmi
coUn￿￿￿1r￿8Ql L•dty
CoundllorJtywlhaft HL
Chrfbtothr Louthrnn
C4gn• DonaldM)
Anm ￿finedy
CanTh•n Wdw)
uncllior L#1 IAprL4ntod 23 May 2U131
Dar9￿ft Vtrdeé (AFvoirtsd 3 Sept￿b•r 20241
RkhArd& IApptht•d 3 88ptarr*w 20241
K•nnelh Ww+J IAppc4nt•a 21 May20241
Aank:
Bardaw BI￿ Pl
201 Stratrwd R¢ad
8hlfiey
8ollhull
BgOaAT
Ind•p•ndent Ex•mln•r:
19 Hlghfiofd Ro90
Edobulon
BTrnlngham
810 3BN

Th• Lord Mayor of BlnntrwJhttm's ChBrlty
Raport of thg Trustegs fortheY•ar Ertd￿ 31 March 2024
structure. Gov•mance and Man&gement
Oov•rnlng dO￿Jment
TrTru5tw3SOts￿K￿￿j ty thed ¢n 11 Apnl 1994{sWèmunttsJ bydead mado 22 M¥th 202118nd Il is A reg16tered thBrfty. 1036968.
R•crultment and •ppolnthient of tNstee6
Th¢Thsle¥svkno during thByear. ar￿ SI￿eth$Year￿￿1, a￿ Get￿t In th*refe￿ce and 8dminlsts8tiva ¢J•ta118 Cll F4gllQ
The rnlnimum nunb8rof Tru5tee6 Is fivo and Ihe M￿m￿M nthnberls ten. Th• TnthBBshall te..
a) The Lord Mw,
bl Tha OepLtyLord ￿YOr,
c) One OT mtye ￿mInated Truslee8 apOni8d bytscoundl.. and
d) T1￿ or mw0c￿0Pted TrU¥tsassp￿￿Ied Uya ratohltscfiofthe Ttuat¢¢i.
Nomlnated and CtroFl¢d Tru8loe6 um￿10T*￿yQorn lyJion rdMi•rl •r• o11glble forreapwtnbfèJrt
rrust•o• M••tlngB Bnd Tr•lnlni
Threv TruGtee5 are noc8wrytrJ Iom a quorum. 18•u•s •r• dodd*J ty a ihnpkn grtknB8 presoniartd ¥otinu. ￿ll￿d￿Jat1Ql5l
TEwg1088 W)te in fa¥ourof thB r•¥alulon. Th•TNit••slak• 8u¢h •citon u ￿Y￿nI(dOrnIVWIrytO keepthern•8lvo8 Inf¢mi•dofchwge•
In charfty fawwd govamance.
obJ•¢t1￿ and A¢tlvltl•s
ThÈobJth althi Tru•t•rnty4th•rKe Jnydwttsbkn P￿￿* and In pwtioJl•rto Make￿trIK￿n% gf both eapltal and In¢¢m• ￿th•lurth c
y chartth￿* in furth•ran•¢l 116 In th¢ Unlkd Kwom cfjto *y¥u¢hLY￿l IrKorn• lo •ny thvrftable wrFthe •sth•Tn¥iO8J
Publk B•n•fit
ThuTru6teM hab• f•ferTed to th• guidince conlalned In tsClwty¢tynmliiionts genexal guldon¢o on puWI¢b￿￿twthe￿ rov1￿￿ Ihi *m8
d Obj￿tfv•B ofth? thJrflabfo p)mpBnyand In plinninp arby frJiureAc¥¥1￿•1. th¥Tty$tw ￿¥0 (AJn8kler•d hJw P￿nned acimbol
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Aefv)v￿Bnt$ and Perfonn•nc•
Totyl InwnlrvJ suourees f¢xthB yearm£50.TI812023'. E1q848) outydng rwwrA3ttyAllry £36,889 {2023: fd2.02Dl* glthg dieto a
net surpl￿¢1£15,488 {2￿￿8.. rt•t deffdtof £148741 prforto knvo8lrn¢ni gaIr￿ and tC4M8.
Gatrn ort In4wknwta5th1 totsllod £686 fortheswr (2028: loMesof£268) rewjl￿g ov8rnlln8t•u@u• of£16.121 (20￿ Mt ddkll
01£13,94.
a4￿ng ntlawis of the charttyslKd A1£1a8.e10 W2&. £142,4W a&•lth•iwrarbJ *1th £121.428 (2023.. £108.U021 ￿thIn L￿•￿riCkna lunds￿d
£37.172 (2023.. t36,488) vthnpernanent fvndi.
Th18 y•w th6chArltyhai ￿ndnu6tt Its 8upwton rnaklng r)JmmuntyforyJ¥d forts rfl•ffor dl8abJlltlo• ￿dIN hwolth.
FQrteosts off1,￿10 ￿1* IrKurnd fcf th• cost legwl SVFwifrDm Plrniwam Cty Counal. Th19 wo¥idod b) th?
adty by ￿[n￿ghorn Clty Cwrjl •• • 9111 In klnd P023.' £1,JOO Glft th Klndl.
Th•tr￿l￿s￿l￿rder￿Ol￿tsypre rnspon￿￿18 tef dlrecuon ¢Jadth M**y￿¢he ¢harlty•ThJ •• ar•Tr)p8h#
Mthnb•rnrfk•y manAq•mMtpmnnd.
ThB rernalThJErrflhè w￿anD￿tIUftd eonfjnuos 10 b• Inveot•d in Schroy•rCh•rlty EqthiFwd IrK<m• Untts. The￿ In￿1￿￿￿10 In¢r••ud
In va￿0 by£985. Irom £2191310 £ZI49B •8 al31 M¥ch W24,

Th• Lard Mayor of Bimiingham's Charlty
R8POrt of thé TtU5t￿ forthe Y••r Ended 21 MarGh 2024
Rttarv•s and GrantM•klng Polltry
Each searthe Lord Mayor3eleots parUcularchoritle3 ￿¢￿*￿tab￿CaLodS fcf the peoF4•of Blmilwham to supwithrough tha LLYI V•yotrfj
MJnlo$raieed lorthaEg CaUSB5 sra ￿[d oui In fLII, ￿￿g￿d8tt8r￿•ffl8yty￿ year. Th8Tnot alsts maintaJrth ageneror resolve Into
vknlchm1gc•II￿eou$ InoJM• is pald. Requests for Ye￿ra1 ¢SJnatbJnsarg ¢4n8ldBr£d thgyf#l1 wlthln the remltofa charl￿e
Rlsk manag￿eTrt
TheTN5tees kw under ￿￿th8 maiorgtr•t•gk rlsk$**khth• CtrArlty laces and we 8adufled thBt *ms 14¥e been
•slabllshed In ¢yd•r to mlnlmlse Ihè F¢ssibJe effeets of such rfsks¢nthe chzrfty.
Th8 p￿1￿1 ￿k* fx•d byth6tharfty11o in th• perfomtBrtsol ffNO8lmentsand Ih•e4pxty oftho rn•ke olltyjhe wantsand
fjnanual Sltpptyt
The ch¥rftylnveg15 In Df Inveslmgnt- Chorfguard UKEquty F￿d [r￿QY￿ and 8th1d￿r¢h8rtty Equty Fund In¢om•unK6. 8Dth
are5p￿litI￿dS deslllned f¢r thecharftysqctor8ndthB I￿the8 mllbJRlgUwirknveslment rfBk by ubllslng ourh
lath Lcrfd tI•>vGelect58 numbw 01￿Ul￿ IVWI twIntv￿ to fvnd ml1•ford￿1rQth￿rrnlY￿￿ y•ar. Funth rplmd for tw• w9•nl••itorA
are dl¥iributed afterall the lund wotsing incorn• hal è••n recdved. ulualy aReithbmayor¥l y•8r. In addrtbn. one off rffjuesl6 ford0￿1[0￿ b
alsoGonBkTerad. All Rque81s Tord¢n8Jon ar8 Vetted atKI Julhtsrised byth• Chgftvs Finarts Orncor. vknol8 nola truslBQ. Th5616 toe￿Ure that
Ilw ￿ of o thadt•bl• n•bJre, Ihatthey Idlwlhln the atyjpe olth• chariv80b￿cI5, and that th• apprlyrlthfundo ara ¥¥all¥W4 Th1$w￿￿￿ty
Ihe Chantyg FlnJnGe Oltic4Y go88 tMrdg pr¢teEtlng and •n8wkngthg dGk ollhe Lord MByotr8 Office.
TtiMt••& Re*pM*ltylltl•# In Rilatlon to th• PSn•nd•l 8t•t•m•nt#
T￿TruSte￿I w• respon81blB for preparfng the TrU&tee3'AnnU￿ RO￿rt￿nd I￿•f￿a￿s*1 ¥i*qmwt• In *ith apFIIL*l• lawand
Unlt•d knd(SJn SlarKlwth. IUnM•d KJTrJdom ow•rnllyA•A￿Q￿tinq Pr•*¥l.
LaY4pdl(*l•ta charfuus In Etvdland and Wales raqulm ￿*T￿Stee¥ fNndo18tat•montsfor•a¢h fin•ndal year**lch giv8
Iru0￿d ￿￿¥01 stata ofaffalr8 of th8 ehartty und of Ihe reo(KwcesaTrJ •WL$tlon of ￿BOUrC￿ of lkn• charfty f¢ith•t p•rlcd.
In y•parfnll thE•elnonclal $tht￿lI, th•Tnwtees are
- selvA s￿1&￿1• ￿￿ount1￿ pdlckn8 indlhen apFtybwm con1iskn￿y,.
- eknerve the meVK*J$ •nd prindpl89 In IA• Qb•rtll￿ SORP,
- m•k•ludqement& and Mlimot88 that ara re8yo￿ble •TrJ pruden(.
- 6tstevthoth¢r opdlL*bL?a(￿th1t1n0 8tAndard8 have tr*en lo11ry￿1, 8￿leEt to w)y m•t•rfal dwrtuM•
dSGd05ed and •xpl8lned In Ihe fina￿181 $tat•ments,' Ind
- pr•p?ret￿fln￿CI￿ ¥4AlèmentJ on tsg24n9 0)ncom UN••• rt [8 kwkyuprlalo to mumo
thal th• tharIty￿11 ￿n￿n￿e In I￿￿ne¥
Th?Tru*uare r•wgiN• lor kwlno pmP•r¥A￿￿TrJ rewrd¥ *JJrary atany ttme It￿ fmnclol pothn
rh•ctwty Ind enable thwTh t¢ •Wm1hatth& nn9rrJat th8 Ch•AUesAQ 2011. lh• Chirfty(Acc4unts RaF<rfth)
Re9￿&tIc￿ 20D8 and th8 prcw*lons of th8 m161 deed.
TW•f• •180 rewnilbl•for uafoguardlng th• •180ts olth• chwrfty and Iw fort*lna 8tBP8forthe prnwnUfy)8nd+Jot•*onel
1oLvJ and othwirregularftt
Trustees•nd*Md on ihetrboh•lty.
I IthOcbobuaog4)

Tho Lord Mayor of Blrmlngham's CtrArlty
Ind&p8ryJent Ex•mlnofs R•portto th•Tru8tets fdf ￿ Yw Ended 31 March 2024
JTrd•p•n&•nt èxamln•fs r•portto th•ln￿t￿8 ofTh• Ltsrd Mtyor tslBtrmlnJMrf• Charlty
I reportto Ib8 charltyfrusleos on rnywfi¥nabLmoft￿•CC0￿ts ofthe Tts Lord MaytrLI BltmtrvJt•m* Cl*tyforthèyearenthd 31 M•th 2024
chw• s•t¢xrton J4o8s S lo
Respon5￿51115frS bo51¥ of report
AB Ihe ¢h*ltytruslaeB PJ ￿r￿ll￿oI￿￿* prepar*lon olth• arcounb In th•r¢qulrornfjntsgflhB Charlkn Ad2011 Tr Aof.
l In mpsctrfmye¥amhthJTh ofth¢charWsacrAiurt8tyrfed OLtundwg•dkn 145o1th•Art￿d kn car￿￿9 ryrtmyox•mkndcffl l Mve foll(M*d
4ppl**tle Olr&ttw tylh ChoWCrynm18*n wKIw8eCtkn 145lfjllbl ofth•Art
Indep•ndont•xarnknerfs 8tht•nT•nt
I have cO￿￿j myaw1n8￿¢rn I ccnffmilhwl nDmatterB come to myatterhtton Inttffln•*n thè wr4 mec•w• *Wt•w'.
1 xcourfng reoJrtyw• TrJlkeFI In re5pgciofthe Ch•rfty•rb rylred 130 oftr*2011 Ac¢ or
2 th8 acco￿1* &) notacwd th¢MrqL%¥d6'.
•)xwilthg 8Th1 reylngty thadljts (arpkI￿• ID trArlth PrnF•ifyJ In •c£QJilm￿th lh• PWAidal Rap)￿ngStarthId
4pplkth lrt Iha UKand R•wbk oflrfwKI IFRS 102}1.
I ha¥• no coneqm$artd hava (yjm wJ89 nc+olhermatt8rs In Conn•th0n￿ th• •y4mtholfontothkth •lt¥lknol%xrfd thks In wdtrto
JAm•a CN*ACA. FCC& Bsc (Econl HDn•
JW Hknk8LLP
10 Hyhfi•ld Rcqd
BlnnknghAm
815 3BH
Ill 10 lio£

Th• Lord Mayor of Bimiingham'¥ Clwrity
Statemont of FSnan¢l•l Actlvltl•s fortha Yèar Ended 31 March 2024
Unfxtricted P•rmthbnt
Fund
Fund
Totsl
2D24
Donauons
28,847
1.8S2
zaoo
11375
1,309
1,000
ActiW#ieg 1ty9oMrating fwirf8
IrwesbmentfftrJJme
18.093
2A35
Iwo
1336
IMOD
Totsl Incom•
7YJ
18.846
E¥perKIIkn•:
1,800
fA06
1.500
InBuiance
857
23M
28i6J
710
23.627
20,se3
eSov4m•nc• Cost•
IndgFathnt EX•mInad￿ fe•
Ih76
7,300
8,176
1.$00
7.493
893
7￿00
Tle
T¢)t41 Exp•ndlturn
36.339
35,339
N•t IOul4olngl I Incoffllnl R•Jourc
18h
(14874)
OthErRacoqnl••d ￿{na and Lo•M8
ILc41081 IG*0 on Inw&kn8nls
Ilot Mov•m•nt Fund•
16,121
114942)
BI•￿•￿t l Awfjl 2023
IOINJ2
14I4BI
1F4420
B￿anCell 31 March 2W24
37.17
168.110
14Z46B
Balanc• She¢t at 31 March 2Q24
Unr••trld•d Pvmin•nl
Fund
Fund
Totsl
Flx•d
498
22.W3
Currant A•••t•
•tb4r
124818
13M74
1¥092
124,￿8
CrqdltoY•: •nounts f•lllng duq wlthln l year
10
&108
N•t¢u￿￿￿•*tS
121,43
14874
156,112
110,676
T¢)tsl NotA*••ts
121A38
1S8,$10
142.4e8
Fun
121.438
37.172
168.610
142.488
(IEKO
Tr

Th• Lord Mayor of 81mlin￿￿¥ ChaT5ty
Notes tothe Financlal Stst•ments for th• Year ErKkd 31 March 2024
Note 1 P￿￿1￿81 Accountlng Poll£T•8
The Cha￿ ￿nStIt4￿8 a pJt4cbenolSienUtyasdBfin&J byFRS 102. TheffTh8rthl 91Ateffthts ￿￿0¥n EY6PJTed in a￿ord￿e¥l￿
a¢¥1 ROP￿.￿ byChartY$3'. stal￿ent01 ReethnmandBd Pfttoco aK41C•ble￿ tharaw prepamg thwaccounts In
ocoYdan¢eW lh• Fkna￿l Re￿1￿ St￿￿r6 ÉPFlle4ue Inthe UK and R•Mé)lief IFRS 10¥) January 20101-
I￿rItIeS8ORp FRS IIW.
Thefmn¢iAI BialemeAts Aro Frya￿d on a 90irrfJ ￿nceMba$15 under c09t corN￿￿Ory to5￿1￿￿$ eartaln Narro 51tstr
lui ThBlTrw¢l81 **èmentsare prnp8rnd In sleAtr4 15thef￿01 ujrnoryofts thTIty.
Thètharfty•Joptéd SORP IFRS 102) n thts Curr•rtYor*￿ lh￿ar• rn ffl&terf￿ lrnpllcalllm¢r￿I￿ImenlSarfS1wfvQrn tho •Jopkn
Thedqnif￿anlXcoI¥rtI[wJ pofrJos applEd Inth• fftrdL¥) oflhese 81atem*rtsare setout bekn¥. Th•g• ￿￿deS hw8 b
aprAled toall y￿￿￿￿ented unl•# Th? charftyh8$ taken athailage OY Iheoptic¥) pmKledln th8
8tatem•ttof R•rxJmmer¥led Prncllc&to ￿￿￿0•dIr$*1n h St0t•m￿L0lFID￿s8l Activttyth•tarvaprkntl•to tW8PocMcacllvty
41 Aecourrtkng Conv•rttlon
ThEacrA)unts are prer•rwlon lh8 PAAtcrficl 03stba￿S ol wAJwb"ng to InLgud• lithl Inveknt$ 41 mfk•l ￿lUe. In¢am]rq
urc•8 aTrJthe wllcaiw o1lhxeresou￿01h*•?kn ¥c£ountgd f(f OTr th• 897u•ls tr•th
bl Inrom•
lI￿oI11￿me aro rtrynlBod aTrS 1nrjwl￿ In th• accowYth•n alloftheloJluAlng ¢rlt•dD rn•t
- Ihe h•6 MtyllThnltolhefimd6',
- #ry pJrlrrnnc• ￿ndI￿r￿ oltKhedtothgltoml4l ork￿￿m•h•¥* he￿ met orare ￿ly￿*[nIh•u)Atrtsl ￿th•
- thern h •urficA•ntc•rtakntyth8t i•c•VolthelnpJmo18¢Mikknl pr¢bBbl¢
- the amount¢Bn b8 meaBurvAI ￿11￿4y.
Irrtqrn8ton fvnd•hdd cffjdopoth l• vthen 8ndthe b• mwvured rell*W tharty, th15 li thymdly
Jlfic•lbnoflh8 Interes1 Od alpaya￿• byth• ￿.
c) £I￿n￿d
E¥pendltur• ￿ r•¢oanlB&a cnc4 IB alegd tycon¥tsurJJve mak•a paymwttlo athlrd wty, tt ll prcbaL4• lhjtgettlrnl￿l
rtt8lrEd and th• ￿tyjnt oflhe ob1WJ8￿onr￿n be moasw*d
nthtsw• Onc%￿ dthnIl￿YjS COM￿1• ts roML4 ofrumln9lufyY ralthg evwl•
ExF4ndliumon rtharftatslEgcM88 Indth lhe￿ts olgmt maklng iUPFthttu uld￿lded
byth* InMI8U.
trr•¢w*loVAT li tt•gqd al acrAt a01t￿lOr￿lrkn •VTrJltyrè￿8 trw•l.
dl Fund Accountlnv
Dalals and iho nalurgof each fund15 881 ￿1￿.
Lknr6•trlct•d F￿dI ojmwl5ethcthft￿￿skn*1eh Ih•TN8teeJ fr•• lo knaC￿rdAnC*l￿kn ￿d￿lIa￿lI obiKts.
Pernunant Funds revea￿￿1 awets*ttlch muat b8h•fd Fwman8nUyty etharfty.
•) Inv••trn•nt•
Inv•8lmentsar• thI1￿yT￿L)JnkOd atb%rtrnTrsaalloThyalue subw￿rt￿rnea5v￿d •t th* m*knt at th• ￿Ing
n9 qUDt8d bxle& ArywwpluBordèfidton ￿V￿￿ts0n bekn9 Inthe SIAt•nwrt¢f FlwndalActi¥lL4&
fj O•lrtorn and ernrltorn r•c•lv4blthlpayzbknwlthln ort•y•ar
Debtss em￿10T9￿1h no 6t￿ed lrternstrate and rÈL*fv4biè•rpayabI•￿lhkn awy•araM *traMackn prk•. AtylrA•o
•rf•lno trom Impthnonl or•rwnlied knwF•wJtrrn
Th?¢h•rftym••islhed•finttioTh olchrftyth th?ChwrtU••A¢t2D11 •nd l$¢tyiidgrnd b pas8th•*i•••t0￿ln paraqrnF4118th￿1•
e Fk4nc•)d201D Ilw•th It meet81h•d•firAknicla thjrityfty UKUxwa￿{￿K mb21•
h) Golng ¢onMm
ThÈfinanL¥I slatemwtslove been PfgPBfod on a grty¢crt•m b851s* th•truthB8 trAt no Ma￿1#1 Txlxtslndos ethL T
Inth8s ha¥EwThJlder*Jlh8 le￿1 olfuTrJs hdd and thpexp8tltd ol IDcctho 8ThJ k¢ 12 months thB8e
rr&naal glaknenl& IncLwoTh1 •w¢jbn18wJffldent￿th olre8eNeg fcrth•dwdtybbp abl•ta

The Lord Ma5w of 8lrffllngham'8 Chority
Note$ ¢oth• FinanGlal Stat•mwrt8 for tho Y•ar Ended 31 March 2024
Not• 2 Don*tlonB
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