Trustees. Annual Report for the period From Period start date l January 2020 To Period end date 31 December 2020 Charity name: The Belsize Society Charity registration number: 1180842 Objectives and Activities ORP reteyence ummary ofthe purposes of he chaiity as set out in its oveining document ara 1.17 o promote high standards of architecture, conservation, planning, design and use of buildings in Belsize and to promote the protection and improvement of historic or public interest- To promote high slandards in urban planning. infrastructure and transport, Ihe maintenance and improvement of streets nd public places, and the protection of the nvironment in Belsize-, o foster interest amongst the public in elsize and more generally in the history of he area. he Societys activilies allow Society embers to contribute views on ways Ihal ocal public setvices might be improved, and Ilow the Society to COrdInate views on ocal planning applications and as ppropriate make representations to th8 local authority. They allow the Society to participale in projects designed to improve local environmentsl conditions. Summary of the main activitie5 in relation to those purposes for the public benelit, in particular, the activities, projects or services identified in the accounts. ara 1.17 and 1.19 he Society provldes Informatlon about local issues and activities through quartedy newsletters, two noticeboards and a websile. s the accounts show. a large proportion of ur annual expenditure goes towards rintin Imaintenance in these areas. he Trustees hav& had regard to this uidance. Statement conlirming whether he truslees have had regard o the guidance issued by the harity Commission on public enefit ara 1.18
Additional information (optional) You ma choose to include further statements where relevant about.. ORP reference he Society is nol a grant-giving charity but, s an activity ancillary to its charitabl8 purposes, it has been the charity's practice rom time to time to make donations that are n accordance with the Society's general ims. Full delails of Ihe Society's Donations Policy can be found on its website ara 128 Policy on grant making NIA ara 128 olicy on social investment ncluding program related nvestment The Society has no employees, therefore Imost all activities are undertaken on oluntary basis. Specifically.. the Society publishes a quartedy newsletter which volunteers from the membership help to distribute- The Society has undertaken a pollution- monitoring exercise Idiscussed below) The Society's educational events {for example guided historical walks in the area- none during 2020 but in previous and subsequent years) are led by volunteers ara 1.38 ontribution made by olunteers Other Achievements and Performance SORP yeference for so many charities, 2020 was a year ominated by the Covid-19 epidemic and his has affected the work of the Society. he Society held its AGM on 8 March 2020, ust before the first lockdown, and the Committee met face-t(Fface the sarne month. Thereafter, monthly Committee meetings were held online via Zoom. The uarterly newsletters continued lo be produced, but the delivery was affected by restrictions. In May 2020 the newsletter was redesi ned for release throu h the Socle Summary of the main achievements of Ihe charity, identifying the difference the charity's work has made to he circumstances ol its beneliciarie5 and any wider benelits lo society as a whole. Para 1.20
ebslte. It was disseminated electronically t members the Society could email. A print ersion of the newslettar was posted to the rest of the mernbership. It was also available online for non-members. The Akjgust ewsletterwas distributed in the usual way ilh volunte8rs hand-delivering. he Society received the results Irom a year 12019120) of pollution monitoring in the Belsize area where Society members ollected air samples from points agreed ith Camden Council's environment team. he project was funded Ihrough the Council's Community Infrastructure Levy. he results showed pollution levels across ollections in 10 monitoring sites with some reas above legal limits. In November 2020 he Society organised a presentation of the sults for members, with the Camden ollution monitoring team responding lo embers, questions. This was online and uccessfully used a Society Zoom account. It was not possible lo hold Ihe full range of Belsoc events (such as walks) in the reporting year due to the restrictions on ocial gatherings. The Society did raise a onsiderable sum for the Marie Curie Hospice online however, due to the enerosty of members when it became clea at the yearfs carol singing fund-raising vent would have to be cancelled. n 2020 the Society's planning team ntinued to look at applications for planning emiission made to the Council in the elsize area, to support and ensure mpllance wilh Camden's policies, reviewing 106 and commenting on 24. The ociely monitored, to a limited extent, local ree applications, commenting on one. Additional information (optional) You ma choose to include further statements where Televant about.. NIA chievements against objectives set Para IAI NIA
Performance of fundraising activities against objectnies et ala 1.41 NIA Investment perlormance gainst objectives Para 1.41 IA th Financial Review Review of the charity's Inanci position at the end of he period para 1.21 Income for the peTiod'. £7,498 Expenditure for the period.. £5,015 otal cash assets (including res8rves)'. 16,189 he Sociel has no non-ca5h assets. he Society holds cash reserves for use in e event of its future involvement in nitiatives Involving financial outlay which ould not be covered by the Soaety's annual nGome through membership fees (about 5,000 tatement explnIng the policy for holding reserves ting why they are held Para 1.22 mount of reserves held Reasons for holding zeio eserves Details of fund materiatly in deficit Explanation ot any uncertainties about the Charity oniinuin a5a oin concern Para l.zz Para l.Z2 NIA Para 1.24 NIA Para 1.23 IA Additional information (optional) You ma choose to include further statements where relevant about.. he Society derives its annual income from membership fees {Gurrendy £10 a year) and e occasional unsolicited donation. All fees are paid by members resident locally, apart om two li.e. a total of £201 paid by members resident in the Re ublic of Ireland he charity's principal source f funds Cinclvding any ndrai5ing) Para IA7
nd Norway respectively. There is no equirement to live locally to be a member of he Society- anyone with an interest in the rea is welcorne. During 2020, 27 new member households joined the Society. At end of the period the totsl paying membership was 508. wilh a further 22 complimentary members. Membership fees support the costs of produclng material reporting on the Societvs activities (such as quarterty newsletters) and advertising events le.g. posters), as well as he maintenance of noticeboards and a ebsile. In 2020 the Society made its first claim to HMRC in respect of its entitlement under th8 current Gift Aid arrangements (financial return below refers). Since becoming a tharity in November 2018 he Society has not engaged in any ndraising exercise. During the period in question the S¢xlety has received no income from contracts or grant programmes from central government or a local authority. During this period the Society did not operat or spend money outside England and Wales. he Society does not engage in trading activities and 80 has no trading subsidiaries. l Truslee and Committee posts are honorary. The Society has no employees anij so no salarie3, benefit3 or honoraria are paid. NIA. The Society has no investments. Investment policy and objectives including any social nvestment policy adopted Para 1.46 NIA description of the principal isks facing the charity ara 1.46
ther Structure, Governance and Management escr tion of chari s trusts: ype of governing document Para 1.25 Constitution How is the charty onstituted? ara 1.25 rustee selection methods including det15 of any constitutionJ provisions e.g. election to post or name of y pwsnn or bDAJy eJ)iiJed to ppoint one or more trustees Pqra 1.25 hroughout this reporting period, four stees were in post. The constitution sets ut that the founding (establishment of the 10) trustees had to resign and stand for r on At the Society's fjrsl AGM (as cCUed In March 2020,- all four were reappointed). In the future, the constitution et5 Out that a third of the trustees should sign ahead of each AGM. They can be re- lected bul nominations from those who wish 5tsnd ]1 a150 be snllGiled in the pre-AGM ers. Additional information (optional) You ma choose to include lurther statements where relevant about.. rustees are made aware of the Charity mmission's requirements on, and uidance for. trustees. One trustee (responsible for govemance matters) is vailable to be Gonsultvd by others, and by members, who have questions or concems bout ro rie he day-to4ay business of Ihe Society is aken forward by a committee which includes 11 the Trustees plus some other members ppointed 81 the AGM. The Trustees meet lone li.e. separately from the committee) en necessary to consider truslee-specrfic matters. Policies and procedures adopted for the induction and raining of tru5lees Ora 1.51 he charity's organisalional structure and any wider network wth which the charity orks tra 1.51 IA Relationship with any related parties Para l.sl
er Reference and Administrative details hari name ther name Ihe chari uses Re istered chari number arity's prInCal address he Belsize Socie NIA 1180842 lat 1 O N8therhall Gardens London NW3 5THTH ames of the charity trustees who manage the charity ates acted it not for ole ear ame Of person lor body) entle oint Iruslee to rvstee name ice [If any) Prabhat Vaze hair NIA IA nne Stevens Membership ecretary reasurer NIA NIA Neil Harris NIA NIA NIA Michael Jampel overnance NIA
Cor rate trustees- names of rhe directors at the date the re D4re¢tor name ortwas a roved NIA Name of trustees holding title to property belonging to the charity stee namo ates acted if not for whole year NIA Funds held as custodian trustees on behalf of others Description of the assets held IA in this capacity Name and objects of the charity on whose behalf the assets are held and how this alls within the custodian charity's objects IA DetlS of arrangements for afe custody and segregation of such assets from the charity's own assets IA Additional information tional Names and addresses of advisers (Optional information) e of adviser ame ddress ame of chief executive or name8 of senior 6taff members (Optional information)
Exemptions from disclosure Reason for non-disclosure of ke ersonnel detai15 NIA Other o tional information Declarations The trustees declare that Ihey have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full name(s) Position (eg Secretary, Chair, etc Date
| THE BELSIZE SOCIETY | THE BELSIZE SOCIETY | THE BELSIZE SOCIETY | THE BELSIZE SOCIETY | THE BELSIZE SOCIETY | |
|---|---|---|---|---|---|
| ACCOUNTS FOR 1 JANUARY 2020 TO 31 DECEMBER 2020 | |||||
| INCOME & EXPENDITURE ACCOUNT | |||||
| 26.11.2018 | |||||
| INCOME | 2020 | 2019 | to 31.12.2018 | ||
| SUBSCRIPTIONS | 5,330.00 | 5,550.00 | 560.00 | ||
| OVERSEAS EXCESS | £15.00 | £5.00 | £0.00 | ||
| INTEREST | £69.79 | £41.83 | £0.00 | ||
| GIFT AID | £357.00 | £0.00 | £0.00 | ||
| DONATIONS(see below) | £1,459.00 | £115.00 | £0.00 | ||
| OTHER(LBC Expenses Repayment) | £266.97 | £5.00 | £0.00 | ||
| TOTAL INCOME | £7,497.76 | £5,716.83 | £560.00 | ||
| EXPENDITURE | |||||
| PROVISIONS FOR EVENTS | £117.50 | £33.65 | £0.00 | ||
| STATIONERY | £92.07 | £344.00 | £0.00 | ||
| PRINTING | £1,423.96 | £1,977.73 | £283.00 | ||
| POSTAGE | £21.72 | £409.61 | £43.90 | ||
| GIFTS | £0.00 | £0.00 | £0.00 | ||
| HIRE OF ROOMS | £239.00 | £239.00 | £0.00 | ||
| SUBSCRIPTIONS REFUNDED | £0.00 | £0.00 | £0.00 | ||
| WEBSITE | £263.40 | £642.40 | £35.70 | ||
| DONATIONS(see below) | £1,900.00 | £1,050.00 | £400.00 | ||
| ENTERTAINMENT Carols Retainer) | £150.00 | £0.00 | £0.00 | ||
| INSURANCE | £220.00 | £220.00 | £0.00 | ||
| NOTICEBOARDS(Inc. Printing) | £70.80 | £370.99 | £40.60 | ||
| OTHER(Memorial Tree Costs) | £516.84 | £360.00 | £150.00 | ||
| TOTAL EXPENDITURE | £5,015.29 | £5,647.38 | £953.20 | ||
| SURPLUS/(DEFICIT) FOR YEAR | £2,482.47 | £69.45 | (£393.20) | ||
| BALANCE SHEET AT: | 12/31/2020 | 12/31/2019 | |||
| BANK BALANCES | £16,188.51 | £13,706.04 | |||
| LESS UNPAID DONATIONS | £0.00 | £0.00 | |||
| TOTAL NET BALANCE | £16,188.51 | £13,706.04 | |||
| REPRESENTED BY: | |||||
| SURPLUS AT START OF YEAR | £13,706.04 | £13,636.59 | |||
| SURPLUS/(DEFICIT)FOR YEAR | £2,482.47 | £69.45 | |||
| SURPLUS AT END OF YEAR | £16,188.51 | £13,706.04 | |||
| Donations received in 2020 | Donations made in 2020 | ||||
| Familyof Consuelo Phelan | £894.00 | Camden Giving (Adult Social Care) | £250.00 | ||
| FilmFixer(Filmingin Belsize Village) | £500.00 | Camden Giving (Covid-19 Fund) | £500.00 | ||
| Members' Donations | £65.00 | Primrose Hill Food Bank | £500.00 | ||
| Marie Curie | £250.00 | ||||
| Royal Free Charity | £250.00 | ||||
| Belsize Village Lights | £150.00 | ||||
| Total | £1,459.00 | Total | £1,900.00 | ||
| Neil Harris | Date | ||||
| Treasurer |