Trustees. Annual Report for the period PericKI start date To Pwk)d 8nd date oi Ortober 2023 ,31 March 2025 Section A Reference and administration details Charlty name Knowle, Dorridge and Bentley Heath Neighbourhood Forum CIO Other nam08 chaflty Is known by KDBH Neighljourhood Forum Reglstored charlty number (If any) 1190521 Charltys prlncipal addr• Suite K, Priert House 1624 High Street Knowle, Sollhull Post¢odo B93 OJU Namos of the charlty trust who manage the charlty Trustee name Office (If any) Chair Dat•s actod If not for wholè ear Roger Cook E115abeth Hedlev Gary Green lan Kay Susan Bennett Secretary Treasurer Commenced 16 April 2024 Section B Structure, overnance and mana ement Descripllon of the charlty's trusts Type of governing d0ment ConstÉtution' Code of Practi How the chartty is o)nsti Charitable Incorporated Or8anisatioTr ICIOI KDBH Neighbcwrhood Fowm CIO August 2025
Section C Objettives and activities Surnm¥y ofthe oblerts of charity set out in itsgoveml document To promote foT the public benefft, high standards of planning and architerture in or afferting the Knowle. Dorridge and Bentley Heath Neighbourhood Area. The protettion. preservation, improvement and Vitalisation of the natural and built environment in or èfferting the KnovAe, Dorrid8e and Bentley Heath Neighbourhood Area. 3. To promote sustainable development forthe public benefft by.. the preseryation. conservation and protectlon of the environment and the prudent use of resour5. the promotlon of sustainable means of achlevln8 economic growth and regeration. Sustainable development means-developmènt whlch meets the needs of thè pent wrthoLtt compromi511b8 the abllity of future generations to meet thelr own needs". In furtherance of the above objects but not otherwise the trustees shall ¢iJn a Nei8hbourhood Forum for Knowle, Dornid8e and Bentlèy Heath to promote and or improve the sodal economic and environmental well-being of the Area. Sumrnary ofthe maln acthlllos undertaken forth• publk benefft Fn relatlon to thes• obJe¢ts Since Ortober 2023. Ihe Forum has undertaken the followlng key acfvmes In representin8 the Knowle, Ooffldge and 8èntlry Hèath communtty.. Succe$5fvJlly completed the'community En8a8ement and Social Infra5tructure' project to broaden the Forum's reach and en8a8ement across the K06H communitv. De10Ped and implemented a Comprehensi new webstte conb.nved to our profile and membwshlp thyouth communlty enpgemert Eslablished a dedlcated Plannlng Group, Pknnlng appllcatton reviewand responses, buildlng relatlons with the Council and other key 5tskeholders Prrided guidar. asslstance and engagement wrth residents and tocal or8anisatKJns on community projects through the Nei8hbourhoc#J Communlty InfTr5tructure Levy INaLI fundin8 proce5S lft carryine out the proKromme ofwork. the trustees hw2 had due reBard to the 8uldan issued by the Charity Commisslon on public benefrt. KDBH Neighbouthorjy FONM CIO August 2025
Section D Achievements and performance Summary ol the mai achievements ofthe chartty during the y••r Successfvlly completed t.COMmunIty Erya8ement and Sodal Infra5tructure' profv This project was inin.ated in May 2023 foltowing a sucssful bid to Solihull Council for temporary funding. The projert had three main aims." Broaden our reach and engagement with the KDBH community through the delivery of a rdnge of specific projerts in support of community matters identified within the Neighbourhood Plan. Strengthen the operational running of the Forum, which Is focussed on empowering local people to shape physical. social and economic infrastructure development within Knowle, Dorridge and Bentley Heath. Provide capital expenditure items le.B. portsble PA system. projector. gazebo) that will enable the Forum to improve its ability to reach out and en8a8e more efferti*ly with the community. The prDiect was subject to conslderable delay resulting from the pausing of the subsequently withdrawn Local Plan and the protrarted Government consultation on proposed changes to the National Planning Policy Framework Review INPPFI. However, it Is pleaslng to report that the project aims set out have been now been achieved and the projett Successful completed In March 2025. New Web51te A key element of the Soclal Infrastructure project referred to above was to completety renew and updale the exlstln8 KDBH Neighbourhood Forum website lkdbh-np.orgl which had been in place since the Forum was flr5t estsbllshed. The previous website was Cost to operate. not User frlendly and difficult to amend or update. Followlng retript of NaL funding from the Councll, a competitive tender process was undertaken and a new website commissned. The Forum also engaged an external project manager to run the project. The new website went lfve In Febnjary 2025 and it Is now much ea5ierfor residents to engage with the Forum. use its site and flnd useful and helpful information. The website is much simpler for the Forum to operate. now presents infomiation in more modern and clearer format as well as providing several useful additional features and functionalty. This indudes- Setting out more clearly our purpose and what we do for the Knowle, E)orridge & Bentley Heath communities; Planning information on major plans and proposals sh as Hampton Road IKNII. Arden Triangle (KN21 and emerging housing proposals such a5 Blue Lake Road and Golden End Drive.. The latest planning applications wtthin KDBH. provided on a weekly basis; CDpies of planni response5 submitted by the Forum's Planning Group; The KDBH NeighbourlK)od Plan: KDBH NelghbcMJrh(ul Fcrfvm CIO August 2025
Updates on Solihull Council's Local Plan: Infomlation on applicatlons for Neighbourhood Community Infrastructure Levy INCILI Funds: Useful links including to Solihull Council's planning port31. our lo(al MP, local organisations and how to report a problem to Solihull Council,. Latest news and toplcal updates. including newsletters and new5fiashes. The feedback from re%dents. local councillors and Forum members has been extremely positive. The Forum has recer4ed much higher levels of interest on the website as well as regular contacts and enquiries on various matters, including the latest major planning applications prowsed In our area. Grow our profile and membershlp throuqh communlty ewemefit events Due to the pausing of the Local Plan and the Govemmenvs protracted NPPF Review face to fate engagement events were put on hold for a time as, effective, there wa5 little worthwhile new5 to mMuniCate to Forum member5 and 1 residents. At the end of 2024 the Council relaunched a r*w Loral Plan process wtth a Call for Sites exercise resukn'ng In a significant increase In the level of interest and engagement wtth the Forum from the community. Earller thls year the Forum was invited to present the latest work being undertaken tO8ether with details of the latest planning updates to The Knowle 5oclety and the Dorrldge and District Residents, A550ciation Annual General Meetlngs. These events were extremely well attended and the Forum's participation greatly appredated. The Forum has continued to grow its membership and following the addition of the new webslte, engagement of a part-time Marketin8 and Communications expert on a part time basis and regular member and resident updates. membership has increased by 30% over the period of this report. Followers on our Facebook account have also Increased by 12%. Plannl a) Dedka Hannln8 Gnjup A dedlcated Planning Group has been established. Their role 55 to: to review all KDBH planning application5 and report back to the Forum Team.. prepare and submlt fomial responses to the Council Planning Department on the more significant plannrng applications direttly affecting the KDBH area: build relations WFth Council Planning officers and developers; asses5 the role and effectiveness of the KDBH NeighurhoOd Plan and prepare an Update to ensure it remairLS in line with the Solihull Local Plan,. respond to consultations and matters relating to the review of the Solihull Local Plan: KDBH Neighbcthwl FThum Cto gust 2025
prepare a bi-annual KDBH Monitorin8 reporL bl Planning appliation rwlew and responses The Forum has submttted detailed representstr.ons to the Council Planning Department on a number of planning applications. including all those that have come before the Planning Committee. In addition, Forum representative5 have addressed the Committee on behaff ofthe communtty at several meetings. Notsble applications in which the Forum has been involved in this reporting period include those at the 'Arden Triangle. site namely. the Inspired Villages Integrated Retirement Village at Stripes Hill,. the application by Kler for up to 450 dwellings on land South of WarwKk Road and the applicatton by Taylor Wimpey for up to 220 houses at Lansdowne House. Other reswnses include objections to development at Greswolde House {7 houses) and at PearTree Farm. Copies of Forum responses are available on the Forum's web slte. c) BtslldSn8 relatloTrs wlth the Coundl and other key stakeholde As gLkirdians of the Nelghbourhood Plan. meetings have been held wlth residents, key stakeholders. including developers, agents and councillors to press for proper and due consideration of the pollcles set out in the KDBH Neighbourfvjod Plan. Thls work continues with senior officers in the Planning Department. Efforts have also been made to meet directly wrth developers with a vlew to ensurlng our NP pollcies are understood and resperted. This ha5 met wrth mixed sucte55 but Is still seen as extremely important. dl Nelghbourhood Plan Update Considerable progress has been madeon an update tothe Nelghbourhood Plan. The intention was to be able to submit this to the Councll for formal conslderatlon as soon as the Solihull l(31 Plan Review was adopted. The withdrawal of the Local Plan has meant that the update of the Neighbourhood Plan has been placed on hold pending preparation of a new Local Plan. The Neighbourhood Plan remains relevant and is the most up to date part ofthe Development Plan. Nel8hbourW Communlty Infrntnthre Le¥y {Nau fdIng process The Forum has continued to provide guidance. asS[stan en8agement with organisations wlshing to submrt NCIL fundin8 applicatlons. It is pleasing to note that the organisations who were successful in biddingforfunds inthe 2024 bidding round had all been in contact with. and held discussions and folbw-on meetings wlth the Forum. As a dirert result of having an adopted NeighUrhood Plan in place, the Forum has enabled the delivery of significantly higher NCIL benefits to the community as we receive 25% funding for local projects {only 15% without an adopted plan). Since its irrtroduction in 2020. this has resutted in 20 projectstotsllingover£300,( being delivered in the KDBH area, of which £123.IM)O directly results from havingthe Neighbourhood Plan in place. With potentially some large housing devetopments in the pipeline, the additional infrastructure benefits to the community to offset the adverse effects of development are expected to be 5izeable. KDBH Netty)LKKJrhcoJ FLYUM CIO AUg*t 2025
Section E Financial review Year End A¢¢ounts In this reporting period the NCIL Community Engagement and Social Infrastructure project, which received Grant funding of £I0,c in May 2023 has been successfully completed. This projert accounted for the maiorlty of expenditure incurred. Totsl receipts forthe period totalled £7,567 (unrestricted recelpts £671 with restricted funds paents totalling £9.260. It is extremety pleasing to report that the efforts of the Forum in engagin8 Wlth the wlder KDBH community through a number of initiatives has been recognised and that grant funding in 2022025 provided some welcome financial breathing space. In addition, the recent news that grant funding has been extended to March 2028 is particularly welcome. This puts the Forum on a much more positive financial footing and will enable us to delNer more for the KDBH community we serve whllst continuing to remain focussed on the costs involved in everything we do. We wish to place on record our grateful thanks to Solihull Council Members, Officers and Ward Councillors, as well as toth the local residents aswclations, KDBH residents and Forum members and local businesses for the support and encoura ement provided to the Nei hbourhood Forum. Section G Declaration The trustees declare that thoy have approved the trustees, report above. Slgnod on bohall of the charlty's Iru8tees Slgnature(s) Full name(s} Position Roger Coc Elisabeth Hedley Chair Date 31 August 2025 KDBH ght)rhCl Frmum CFO August 2025
CHARITY COMMISSION FOR ENGIAND ANO WAIES 1fg0521 N•ighbQurt1d Fonun CIO Recei tsand ments accounts CC16a For the petiod from 01110r2023 31MY2025 Section A Receipts and payments Unrestrictèd funds Restricted fvnd$ Endowment funds Total funds Last year A1 Recei SMBC Gr 10.10 n2 AR) Il7J2 Total r•celpts 7,567 A3P* 377 401 401 Pdnon & ststkn• SolthYJr• S 247 247 CrKAu 1970 Sub to Sub total 9.260 Net of recelptsl{p•ymentsJ 1.760 1,693 9.367 A6 cash lunds last end .908 10215 15 11.908 1532 CCXX R1 Ur18Sl 301112025
Section B Statement of assets and liabilities at the end of the period Cale9orles Unrestrict8d lu1$ ton•atststf DÉt3ils R8sLrictgd ftsnd5 Endowfflovtt nds to B1 Cash fvnd8 Total cash fvnds 2,532 7.683 i) Unr•strlct•d funds Endowmgnt fvnds Details D•tsii$ Cun•ntwlu• D•tslls FLmdtowh*h Cuff•rtlu• B4 As39ts retslmd for th• Dfrtalls l¥h•n du• BS Llablllll•s btrh8Wclall the Inthe Date of Rwcotyk E Hedl•y CCXX R2 axvjnts ISS)
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to th• trusts members of KnovAe and 8tr)tley Heath Neohbourhood Forum CIO On accounts for the year ended 31 st March 21f25 Charlty no (If any) 1190521 Sot out on pays I r8wt to the trustees on my èxaminatyon of tho accounts of the abov8 charity ('the Trusf) for ts eighteen month period ended 31103r2025 R•sponslbllltl•s and As the thaFity trustees of the Trust. Y are rèsponsible for the preparatrJn basls ol rèport of the aco)unts in accordance wtth the requirwnents of the Chantss Act 2011 (kne Acr). I report in respect of my examination of the Tnrfs accounts carried out urKler section 145 of the 2011 Act and in carrying OLtt my examination, I have followed th8 applicable Directn8 given by the Charity Commission under sedion 14515)(bl of the Act. Ind•pend•nt I have Cometed my examination. I confinn that no material matters ha •xamin•rfs statsmont ¢ome to my attention { in connection with the examination whith gives me cause to bolieve that in. any material accounting records There not kept in accordan wth seclion 130 of the Act or the accounts do not ac<x)rd with ljie acry)urthng recd5 I have no concems and have come attoss no olher rnatters in connecllon ith the examination to which attention should be drawn in order to enable proper understanding of the 8c¢ounts to be reathed. . Please e the wvrds the brackets rftty do not 4opIy. Stsnod: Namè: Andrnw Mark Dobs1 Relovant professlonal qualifatIOn{s) or body (rf any)- ACM4CGMA Addrns: Rana H(yJse Frog Lane Ilmington. CV36 4LQ O¢tobgr 2018