
## **Trustees’ Annual Report for the period** 

**From 1 January 2024   To       31 December 2024** 

**Charity name: The Belsize Society** 

## **Charity registration number: 1180842** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|To promote high standards of architecture,<br>conservation, planning, design and use of<br>buildings in Belsize and to promote the<br>protection and improvement of historic or<br>public interest;<br>To promote high standards in urban<br>planning, infrastructure and transport, the<br>maintenance and improvement of streets<br>and public places, and the protection of the<br>environment in Belsize;<br>To foster interest amongst the public in<br>Belsize and more generally in the history of<br>the area.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|The Society's activities allow Society<br>members to contribute views on local public<br>services, and allow the Society to co-<br>ordinate views on local planning<br>applications and as appropriate make<br>representations to the local authority. They<br>allow the Society to participate in projects<br>designed to improve local environmental<br>conditions.<br>The Society provides information about<br>local issues and activities through quarterly<br>newsletters, two noticeboards and a<br>website. As the accounts show, a large<br>proportion of our annual expenditure goes<br>towards printing/maintenance in these<br>areas.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Trustees have had regard to this<br>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<br>but, as an activityancillaryto its charitable|





|Policy on grant making||purposes, it has been the charity’s practice<br>from time to<br>time to make donations that are in<br>accordance with the Society’s general<br>aims. Full details of the Society’s Donations<br>Policy can be found on its website<br>www.belsize.org.uk|
|---|---|---|
|Policy on social investment<br>including program related<br>investment|Para 1.38|N/A|
|Contribution made by<br>volunteers|Para 1.38|The Society has no employees, therefore<br>almost all activities are undertaken on a<br>voluntary basis. Specifically, the Society<br>publishes a quarterly newsletter which<br>volunteers from the membership help to<br>distribute.<br>The Society’s educational events (for<br>example guided historical walks) are led by<br>volunteers.|
|Other|||



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|The Society enlisted our former chair for<br>two historic walks this year. In May, we<br>were taken around our area on the theme<br>of Belsize House and other Local Country<br>Mansions, looking at the story of the<br>Belsize estate before the 1850s. Our<br>September walk covered the Victorians<br>who shaped Belsize. We were also able to<br>host events jointly with the Friends of the<br>Belsize Community Library, with a talk by<br>Martin Sheppard on the War in Belsize<br>Park. The event was very well attended,<br>with the library full as Martin presented a<br>picture of a wartime London. Other library<br>events held jointly with the Friends were<br>Averil Nottage’s illustrated talk about the<br>development of the Chalcots/Eton College<br>Estate and Lester Hillman’s talk about local<br>weather events over the last centuries.<br>December saw us host the Society carol<br>singing which raised over £350 for the<br>Royal Free Hospital Maggie’s Centre. It<br>again featured the Primrose Hill<br>Community Choir. The summer party<br>benefitted from a sunny day and was well<br>attended. This year, the Society was able<br>to present a commemorative award to<br>David Percy, sponsored with the Belsize|





Conservation Area Advisory Committee, to mark his contribution to local history. This was at the launch of his new book about Belsize homes, The planning team has continued to look at applications commenting on around 18 this year, raising objections for 12. This year has also seen a new developer for 100 Avenue Road revising the plans for the scheme. The Society has been considering the changes, ahead of the formal application. There have been 239 tree applications reviewed, of which comments were made on 25. The Society participated in various other local meetings and saw some success as, with other resident bodies, we convinced the Council to maintain parking scratchcards for the time being, alongside the digital short-term parking permits, so that residents without access to IT were not excluded. The Society helped with the organising of a Camden Council sustainability team’s Strategy Room, bringing together some members for a Citizen’s Jury as the Council developed its strategy. The Society has also publicised initiatives to retrofit older properties. The quarterly newsletters continued to be produced, with the 2024 edition of Tradesmen You Can Trust accompanying the May newsletter. The website is publishing newsletter articles and other notices online. Many members have switched to receiving the Newsletter online only, saving printing costs and delivery. Also, a project to renew the website has been initiated to allow for online payment and a members’ area. This is being paralleled by the Society setting up social media sites and developing a policy for this. Throughout the year, our noticeboards have publicised non-commercial local events, services, and notices of interest. 

## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41|N/A|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|N/A|





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|---|---|---|
|Investment performance<br>against objectives|Para 1.41|N/A|
|Other||N/A|





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Income for the period: £5,029<br>Expenditure for the period: £5,807<br>Total cash assets (including reserves): £14,803<br>The Societyhas no non-cash assets.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The Society holds cash reserves for use in<br>the event of its future involvement in<br>initiatives involving financial outlay which<br>could not be covered by the Society's<br>annual income through membership fees.|
|Amount of reserves held|Para 1.22|£14,803|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|N/A|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|The Society derives its annual income from<br>membership fees (currently £10 a year<br>though we are progressing a decision to<br>raise fees to £20) and occasional<br>unsolicited donations. All fees are paid by<br>members resident locally. There is no<br>requirement to live locally to be a member<br>of the Society – anyone with an interest in<br>the area is welcome. Also, there is no<br>requirement to be a member to attend the<br>majority of our events, such as historic<br>walks. During 2024, 25 new member<br>households joined the Society. At the end<br>of the period the total paying membership<br>was 473, with a further 11 complimentary<br>members.<br>Membership fees support the costs of<br>producing material reporting on the<br>Society's activities (such as quarterly<br>newsletters) and advertising events (e.g.<br>posters), as well as the maintenance of<br>noticeboards and a website. Since<br>becoming a charity in November 2018 the<br>Society has not engaged in any fundraising<br>exercise.<br>During 2024 the Society received no<br>income from contracts or grant<br>programmes from central government or a<br>local authority.<br>The Society did not operate or spend<br>money outside England and Wales.<br>The Society does not engage in trading<br>activities and so has no trading<br>subsidiaries. The Society has no<br>employees and all Trustee and Committee|





|||posts are honorary so no salaries, benefits<br>or honoraria are paid.|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|N/A|
|A description of the principal<br>risks facing the charity|Para 1.46|The Society relies on its volunteers, several<br>of whom have been in position for many<br>years and/or are advancing in years. The<br>Society is actively seeking new volunteers,<br>to avoid the need to curtail activities in the<br>future.|
|Other||N/A|





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|<br>Para 1.25|**Constitution**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Five trustees were in place during 2024. At the<br>AGM, the trustees and committee were<br>proposed to the 60 attendees and, as there<br>were no objections to the nominations, passed<br>without a vote. To date trustees have been<br>selected from past or present Committee<br>members. Nominations to join the Committee<br>are solicited in the pre-AGM papers.|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51|Trustees are made aware of the Charity<br>Commission’s requirements on, and guidance<br>for, trustees. One trustee (responsible for<br>governance matters) is available to be<br>consulted by others, and by members, who<br>have questions or concerns about propriety.<br>The constitution states that each new trustee<br>must receive, on or before his or her first<br>appointment:<br>(a) a copy of the current version of this<br>constitution; and<br>(b) a copy of the CIO's latest Trustees' annual<br>report and statement of accounts|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|The day-to-day business of the Society is taken<br>forward by a committee which includes most<br>Trustees plus some other members appointed<br>at the AGM. The Trustees meet alone (i.e.<br>separately from the committee) when<br>necessary to consider trustee-specific matters.|
|Relationship with any<br>related parties|Para 1.51|N/A|
|Other||N/A|



## **Reference and Administrative details** 



|Charity name|The Belsize Society|
|---|---|
|Other name the charity uses|N/A|
|Registered charity number|1180842|
|Charity’s principal address|Flat 1<br>20 Netherhall Gardens London<br>NW3 5TH|
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**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Prabhat Vaze|Chair|||
||Anne Stevens|Membership|||
||Michael Jampel|Governance|||
||Barbara Abraham|Trees|||
||David Thomas|Climate change &<br>retrofitting|||
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## – 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|||
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|**Funds held as custodian trustees on behalf of others**|**Funds held as custodian trustees on behalf of others**|
|---|---|
|Description of the assets<br>held in this capacity|N/A|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|N/A|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own<br>assets|N/A|



## **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**<br>**adviser**<br>**Name**<br>**Address**|||
|N/A|||
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|**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 Irustees de¢lare that they have approved the trustees, report above.
Signed on behalf of the charity's trustees
Slgnature{s)
Full name(sl
Position (eg Secretary.
Chair, etcl
Prabhat Vaze
Anne Stevens
Chair
Membership Secretary
Dale
30 October 2025

9 February 2025 

