## **Trustees’ Annual Report for the period** **From 1 January 2022 To 31 December 2022** **Charity name: The Belsize Society** ## **Charity registration number: 1180842** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To 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 standards in urban planning,
infrastructure and transport, the maintenance
and improvement of streets and public places,
and the protection of the environment in
Belsize;
To foster interest amongst the public in Belsize
and moregenerallyin the historyof the area.| |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 Society's activities allow Society members to
contribute views on ways that local public
services might be improved, and allow the
Society to co-ordinate views on local planning
applications and as appropriate make
representations to the local authority. They
allow the Society to participate in projects
designed to improve local environmental
conditions.
The Society provides information about local
issues and activities through quarterly
newsletters, two noticeboards and a website. As
the accounts show, a large proportion of our
annual expenditure goes towards
printing/maintenance in these areas.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees have had regard to this guidance.| **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| ||Para 1.38|The Society is not a grant-giving charity but, as
an activityancillaryto its charitablepurposes,it| |Policy on grant making||has been the charity’s practice from time to time
to make donations that are in accordance with
the Society’s general aims. Full details of the
Society’s Donations Policy can be found on its
website www.belsize.org.uk| |---|---|---| |Policy on social investment
including program related
investment|Para 1.38|N/A| |Contribution made by
volunteers|Para 1.38|The Society has no employees, therefore almost
all activities are undertaken on a voluntary basis.
Specifically, the Society publishes a quarterly
newsletter which volunteers from the
membership help to distribute.
The Society’s educational events (for example
guided historical walks)are led byvolunteers.| |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|After two years of disruption, the Society’s
activities returned to pre-pandemic normality in
2022.
In May, before the local council elections, the
Society held a local election husting at which
candidates from the main parties were asked
about a range of topics, including housing in the
area, encouraging local shops and large
developments. The summer party benefitted
from a sunny day and it was wonderful to be
able to come together after a few years when
the event was not possible.
We were able to conduct a historic walk, led by
our former chair, that covered the artists, spies
and refugees that lived in Belsize, with
wonderful insight about the community in
Belsize in the first half of the 20th century. In
December the Society hosted carol singing,
joined by Primrose Hill Community Choir, which
raised a considerable sum for the Marie Curie
Hospice.
The planning team have continued to look at
applications for planning permission made to
the Council in the Belsize area, reviewing around
100 and commenting on 15. The Society has also
participated with other resident bodies in
commenting on plans at the O2 Centre, and
supportingCamden’s work lookingat| strengthening enforcement. We have continued to monitor local tree applications, looking at 194 applications and commenting on 31. The Society was successful in an application for Community Infrastructure Levy funding for planting trees in the area to celebrate the Queen’s Platinum Jubilee. The Society has commented on two consultations, first on the Camden Local Plan and secondly on the Council’s Climate Change Action Plan. The Committee have also engaged with local councillors, both through meetings and as individual Society initiatives have progressed. There was an informal meeting with councillors from local wards in November to discuss matters of interest and concern. The quarterly newsletters continued to be produced, with the 2022 edition of Tradesmen You Can Trust accompanying the May newsletter. The website is keeping a fresh look, but we had to pause discussions with a developer about an upgrade for the website’s structure. Throughout the year, our noticeboards have publicised non-commercial local events, services and notices of interest. The year has also seen some repairs to the boards. During the year, 33 new member households joined the Society. The total paying membership was 542, with a further 12 complimentary members. The Society welcomed a new committee member with a particular interest in building and climate change matters. The Society’s financial position has remained healthy. Like last year, we have continued to make donations to bodies supporting the community in the stressed current conditions. ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|N/A| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|N/A| |Investment performance
against objectives|Para 1.41|N/A| |Other||N/A| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Income for the period: £6,656 (inc £1,275 CIL
contribution to noticeboards’ refurbishment)
Expenditure for the period: £7,540 (inc approx.
£2,000 total expenditure on noticeboards)
Total cash assets (including reserves): £15,320
The Societyhas no non-cash assets.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Society holds cash reserves for use in the
event of its future involvement in initiatives
involving financial outlay which could not be
covered by the Society's annual income through
membershipfees(about £5,000)| |Amount of reserves held|Para 1.22|£15,560| |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|N/A| ## **Additional information (optional)** |**Additional information (optional)**|**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|The Society derives its annual income from
membership fees (currently £10 a year) and
occasional unsolicited donations. All fees are
paid by members resident locally, except for one
member resident in the Republic of Ireland and
one resident in Norway. There is no requirement
to live locally to be a member of the Society –
anyone with an interest in the area is welcome.
Also, there is no requirement to be a member to
attend the majority of our events, such as
historic walks. During 2022, 33 new member
households joined the Society. At the end of the
period the total paying membership was 542,
with a further 12 complimentary members.
Membership fees support the costs of producing
material reporting on the Society's activities
(such as quarterly newsletters) and advertising
events (e.g. posters), as well as the maintenance
of noticeboards and a website.
Since becoming a charity in November 2018 the
Society has not engaged in any fundraising
exercise.
During 2022 the Society received no income
from contracts or grant programmes from
central government or a local authority.
The Society did not operate or spend money
outside England and Wales.
The Society does not engage in trading activities
and so has no trading subsidiaries.
The Society has no employees and all Trustee
and Committeeposts are honoraryso no| |||salaries, benefits or honoraria are paid.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|N/A| |A description of the principal
risks facing the charity|Para 1.46|The Society relies on its volunteers, several of
whom have been in position for many years
and/or are advancing in years. The Society is
actively seeking new volunteers, to avoid the
need to curtail activities in the future.| |Other||N/A| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed,royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |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|Five trustees were in place during 2022. The
constitution sets out that a third of the trustees
should resign ahead of each AGM, but they can
be re-elected. At the 2022 AGM two trustees
stood for re-election and were duly re-elected.
To date trustees have been selected from past
or present Committee members. Nominations to
join the Committee from those who wish to
stand are solicited in thepre-AGMpapers.| |**Additional information (optional)**
You may choose to include further statements|**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|Trustees are made aware of the Charity
Commission’s requirements on, and guidance
for, trustees. One trustee (responsible for
governance matters) is available to be consulted
by others, and by members, who have questions
or concerns about propriety.
The constitution states that each new trustee
must receive, on or before his or her first
appointment:
(a) a copy of the current version of this
constitution; and
(b) a copy of the CIO's latest Trustees' annual
report and statement of accounts| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The day-to-day business of the Society is taken
forward by a committee which includes most
Trustees plus some other members appointed at
the AGM. The Trustees meet alone (i.e.
separately from the committee) when necessary
to consider trustee-specific matters.| |---|---|---| |Relationship with any related
parties|Para 1.51|N/A| |Other||N/A| ## **Reference and Administrative details** |Charityname|The Belsize Society| |---|---| |Other name the charityuses|N/A| |Registered charitynumber|1180842| |Charity’s principal address|Flat 1
20 Netherhall Gardens
London
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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)**| |---|---|---|---|---| ||Prabhat Vaze|Chair||| ||Anne Stevens|MembershipSec||| ||Neil Harris (dec’d
15.03.23)|Treasurer||| ||Michael Jampel|Governance||| ||Barbara Abraham|Trees||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| 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 N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **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**||| |N/A||| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** N/A ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details N/A ## **Other optional information** N/A ## **Declarations** **The trustees declare that they 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**||| |---|---|---| ||Prabhat Vaze|Barbara Abraham| ||
Chair|Acting Treasurer| ||10 October 2023|| ||10 October 2023|| The Belsize Society ACCOUNtS FOR THE 12 MONTHS TO 31 DECEMBER 2022 INCOME & EXPENDrruRE ACCOU INCOME SUBSCRIPTIONS OVERSEAS EXCESS INTEREST GI￿ AID NOTICEBOARDS DONATIONS Ifrorn members) OTHER 2022 £5,160. £30. £111.35 £o.c £1.275.(Kl £80.(KI £o.(x) 2021 £5,21XJ.00 £5.00 £47.94 £354.29 £o.(KJ £95.00 £0. 2020 £5,330.00 £15.00 £69.79 £357.00 £0. £1,459.C4) £266.97 TOTAL INCOME £6.656.35 £5,702.23 £7,497.76 EXPENDITURE PROVISIONS FOR EVENTS STATIONERY PRINTING PHOTOCOPIES POSTAGE GIFrs HIRE OF ROOMS SUBSCRIPTIONS REFUNDED WEBSITE DONATIONS (see below.) ENTERTAINMENT INSURANCE NOTICEBOARDS Ilnc. Printing) OTHER (Carols Leader's Feel £o.rA) £131.97 £1,660.04 £o.c £227.24 £0.00 £643.00 £10.00 £95.40 £2,330.00 £0.00 £231.(K) £2.062.13 £150.(KI £190.08 £88.19 £1.356.09 £0. £488.94 £0.00 £284.IKI £0.00 £110.40 £2,100. £o.c £231.00 £111.84 £485.(M) £117.50 £92.07 £1,423.96 £0.00 £21.72 £0.( £239. £0.00 £263.40 £1,900.00 £150.00 £220.00 £70.80 £516.84 TOTAL EXPENDITURE £7.540.78 £5,445.54 £5,015.29 5URPLUSI(DEFICm FOR YEAR -£884.43 £256.69 £2,482.47 BAL4NCE SHEEf AT: BANK BAL4NCES LESS UNPAID DONATIONS 3111212022 £15,520.77 £21XI.IX) 3V1212021 £16,445.20 £0. 3V1212020 £16,188.51 £0.00 TOTAL NEf BALANCE £15,320.77 £16,445.20 £16,188.51 REPRESEpifED BY: SURPLUS ATSTART OF YEAR SURPLUSIIDEFICITI FOR YEAR £16.445.20 -£884.43 £16,188.51 £256.69 £13,636.59 £2,482.47 SURPLUS AT END OF YEAR £15,560.77 £16,445.20 £16,119.06 * Donatlons Made In 2022 Royal Free Charity12 Donations) The Winch St Mary's Primrose Hill NW3CLT £500.(K) Chalk Farm Food Bank £250.IXI Camden Age UK £250.CKI C4WS Homeless Project £380.(X) Belsize Willage ￿ghts (carried over to 20231 £250.CKI £250. £250. £200.IXI Total Oonailons £2,330.(N) Neil Harris Treasurer Justin Barrington Independent Examiner Date Ly J v¢J Date