## **Trustees’ Annual Report for the period** **From 1[st] January 2023 To 31[st] December 2023** ## **Charity name: The Birman Welfare & Rescue** ## **Charity registration number: 1123174** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**The rescue and re-homing of Birman**
**cats and where appropriate their feline**
**companions**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**The charity rescued and rehomed some**
**22 Birman cats during the period 1st**
**January to 31st December 2023**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The activities of the charity are for the**
**benefit of the general public**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: ||
SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**Not applicable**| |Policy on social investment
including program related
investment|Para 1.38|**Not applicable**| |Contribution made by
volunteers|Para 1.38|**All work done by or for the charity is**
**done by volunteers**| |Other||| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**22 Birman cats were received in to**
**rescue and rehomed during this period.**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The charity’s finances continue to**
**remain strong and should be sufficient**
**to cover our activities during the**
**immediate future**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Reserves are held to enable us to carry**
**out our day-to-day activities**| |Amount of reserves held|Para 1.22|**£305,000**| |Reasons for holding zero
reserves|Para 1.22|**N/a**| |Details of fund materially in
deficit|Para 1.24|**N/a**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**The charity will be able to continue its**
**activities so long as our volunteers and**
**trustees remain in position**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
**Legacies, donations and fund raising**| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**Our funds are held in safe UK bank**
**accounts. No speculative investment is**
**permitted or undertaken.**| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Trust Deed**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Unincorporated Association**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**New trustees are invited to join and**
**then a vote is taken for approval by the**
**existing trustees.**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|
**N/a**| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**N/a**| |Relationship with any related
parties|Para 1.51|**N/a**| |Other||| ## **Reference and Administrative details** |Charity name|The Birman Welfare and Rescue| |---|---| |Other name the charity uses|| |Registered charity number|1123174| |Charity’s principal address|Haven Cottage, The Entry,
Wickham Skeith
Eye, Suffolk. IP23 8LY| ||| ## **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)**| |---|---|---|---|---| ||Geoffrey Tarr|Trustee (Chair of
meetings)||The Trustees| ||Julia Ward|Trustee||The Trustees| ||Elaine Beattie|Trustee||The Trustees| ||Patricia Williams|Trustee||The Trustees| ||Jennifer Baldwin|Trustee||The Trustees| ||Elizabeth Gedge|Trustee(secretary)||The Trustees| ||Angela Walker|Trustee||The Trustees| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name N/a** ## Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |**N/a**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Zero Name and objects of the charity on whose behalf the assets are held and how this N/a falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets N/a from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Geoffrey Tarr **Full name(s)** Geoffrey Richard Tarr **Position (eg Secretary, Chair, etc)** Chair **Dated** 3rd October 2024 Bimian Welfare and Rescue These accounts af¢ b•8ed from 1st January to 31st Decemb¢r 2023 Charity Number 1123174 31.112022 31.1123 A¢¢ount b•lan¢ts 228.326.15 230.493.84 Business Premium A￿Trt 20527327 C￿[re￿I ArrAWnt 61X)13501 In¢t)rne 37.834.61 73.713.48 Rehomirq DOnal￿S General Donations Kitten Register Monlhtylknnual Donalions Chanlies Commission FL¢nrf Raising Pet PlanlAgria Rebate Sun Sometset IKaren Kenti Suff¢Yk Swindon Suffolk IfvJl Wittshi¥e Winchester Wclvethampton (Liz Gedgel Yorkshire 5.270 39 1.082. 3C#) 01 15.30 725.75 4.859.33 745.50 39.(M) 492.01 .65 & ac£wrtsnt grft 262.89 23.IXI 405.91 31.40 470.70 119. 391.0) 14.16 VAT ni.40 £9A30.96 £8.155.13 Legacies Mrs J M Pink (Kodak) 0410112019 Mrs J M Pink 07105r2019 Patricia PirTet 1310112019 Maureen Sibiey 21102r2019 Parn Jatnes Lynne Ru5hden 021(W2021 Gillian Patker 0610812021 Elvzabeth Biiglk*)ri Karen Legon Jèmes Firth OeftAiS John Read Salty STrnrnons Jane Comber Anne O'Ne Vanessa keeping 286.(K) 120.rA) 20.￿).￿1 218.23 220.31 IIK).(M) 194.rKI -] CHARITY COMMISSION I FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Birman Welfar8 and Rescu8 On accounts for the year ended 31" December 2023 Charity no (if any) 1123174 Set out on pages one I report to the trustees on my examination of the accounts of the above charity {"the Trust") for the year ended 3111212023 Rospon8ibiliti08 and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Chaflties Act 2011 ('the Act"). 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 all the applicable Directions givèn by the Charity Commission under section 145(5)Ibl of the Act. Independent examiners statement I have completed my examination. I confimi that no material matters have come to my attention in connection with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect.. the acwunting records were not kept in accordance with section 130 of th8 Charities Act- or the accounts did nol accord with the accounting records,. or the accounts did nol comply with the applicable requirements concerning the form and content of accounts set out in Ihe Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report 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. Signad: Date: 0211012024 Namo: Robin Lawrence Relevant professional qualification{s> or body (if any): AFA Address: R&M Accountancy, Suite 1 B 18 Crendon Street, High Wycombe HP13 6LS IER Oct 2018 Section 8 Disclosure Only complete If the examiner needs to highlight material matters of concem (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give hore brief details of any items that the examiner wish88 to disclose. IER Oct 2018 Birnian Welfare and Rescue These accounts arn ba¥gd from 1st Janu•ry to 31st [lec•m￿r 2023 Charity Number 1123174 31.12.2022 31.12.23 Account balane•# Business Savings Account 03064603 Business Premium Aceount 20527327 Current A¢¢ount 60013501 Income 228.326.15 58.95 37,834.61 230.499.84 59.30 73,713.48 Rehoming Donations General Donations lfj.ttèn Register MonthtylAnnual DonatKJn8 Charit￿$ Commission Fund Raising Pet PlanlAgria Rebate Sundriès (list attèchedl VAT Rebate Legacy 3,655.00 2.634.17 215.00 1,955.00 3,2CMJ.(X) 5,467.00 60.00 1.855.rx) 480.56 960.23 823.94 1,010.12 1,015.05 742 70 11,657.71 885.40 30,732.54 44,034.00 Expenditurg Vet bills Boarding Travel Postage & StatK*nery Phone Bills Sundnes Isee breakdovml Trustee Meetings Websrte Safehouse Insurance Office Equipment Fund RaisiTrg Expenses Rescue P•n8 Birmingham (Heather) 8lackpotsl Hockley (Peter Raysonl Somerset IK8ren Kenti Suffolk Swindon Suffolk ITig Wirtshire Winchester Wolverhampton ILrL Gedgel Yorkshire VAT 5.270.39 1,082.00 300.01 15.30 725.75 4,859.33 745.50 69.50 39.00 492.01 96.65 Flowers & accountant gift 262.89 23.00 405.91 31.40 470.70 119.9) 366 26 391.00 60.00 14.16 73.48 940.55 731.40 £9.430.96 £8,155.13 Legacies Mrs J M Pink IKodakl 0410112019 Mrs J M Pink 0710512019 Patricia Piriet 1310112019 Maureen Sibky 2110212019 Pam James Lynne Rush¢Jen 021(￿12021 Gillian Parker c￿108/2021 Ely￿beth Brigliadori Karen Legon James Firth Dennis John Read Sally Simmons Jane Combef Anne O'Neil Vanessa keèping 286.00 336.70 120.00 30,000 00 218.23 220.31 100 00 194.00