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

## **From 1[st] June 2023 to 31[st] May 2024** 

## **Charity name: Bromsgrove Arts Alive** 

## **Charity registration number: 1192299** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|1.<br>(1)  To promote the arts, culture and<br>heritage for the public benefit in<br>particular by acting as an umbrella<br>body for organisations and<br>individuals in the Bromsgrove<br>District in order to facilitate greater<br>public access to, and increased<br>public participation in, the arts,<br>culture, and heritage.<br>2.<br>(2)  To promote for the benefit of the<br>inhabitants of the Bromsgrove<br>District the provision of facilities for<br>recreation or other leisure time<br>occupation of individuals who have<br>need of such facilities by reason of<br>their youth, age, infirmity or<br>disablement, financial hardship or<br>social and economic circumstances<br>or for the public at large in the<br>interests of social welfare and with<br>the object of improving the<br>conditions of life of the said<br>inhabitants.|
|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 Charity has maintained the same<br>number of this year and has 45 active<br>members. We commissioned a revised and<br>improved website and produced two<br>newsletters in the Spring and Autumn. BAA<br>has been involved with the further<br>development of the Cultural Compact via<br>the local Cultural Compact.<br>Trustees have been involved in ReNEW –<br>Rediscover North East Worcestershire<br>project (a part of the  Cultural Compact)|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public|Para 1.18|The trustees have had particular regard to<br>enabling and promoting online engagement<br>in activities for the public benefit|





benefit 

## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

||<br>SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|**Small grants of £100 are available to**<br>**members who are putting on a special**<br>**project that will benefit the local**<br>**community.**|
|Policy on social investment<br>including program related<br>investment|Para 1.38||
|Contribution made by<br>volunteers|Para 1.38||
|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|BAA has continued to support its<br>members though invitations to<br>quarterly meetings including<br>networking opportunities with other<br>members; providing a range of<br>publicity opportunities including<br>Spring and Autumn Newsletters,<br>and publicity on our website.<br>Small project grants are available to<br>members to facilitate special events<br>although none were made this year.<br>The rejuvenated website is<br>designed to be more user-friendly,<br>and allows members to update their<br>upcoming events more easily.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41|
|---|---|





|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|---|---|---|
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|At the end of the period the charity had a<br>bank balance of £3021.97 This was an<br>increase of £86.01 over the period.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The Trustees have agreed to identify £300<br>of our balance as unrestricted reserves in<br>order to prevent the charity from going into<br>a deficit.|
|Amount of reserves held|Para 1.22|£300|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



|Additional information (optional)<br>You may choose to include further statements where relevant about:|Additional information (optional)<br>You may choose to include further statements where relevant about:|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|Member subscriptions (£15 per annum)<br>have been maintained at the previous rate.|
|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|N/A|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|CIO 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|Trustees are elected by members at the<br>AGM in line with the process outlined in the<br>constitution|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|Bromsgrove Arts Alive|
|---|---|
|Other name the charity uses||
|Registered charity number|1192299|
|Charity’s principal address|30 Carlyle Road, Aston Fields, Bromsgrove, Worcs.|
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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)**|
|---|---|---|---|---|
||Steve<br>Cowperthwaite|Chair and treasurer|||
||Graham Mackenzie||||
||Ruth Henley||||
||Bob Bignell||||
||Anita Porter||||
||Nick Taylor||||
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## – Corporate trustees names of the directors at the date the report was approved 

## **Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



## **Funds held as custodian trustees on behalf of others** 

Description of the assets held in this capacity 

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 

Details of arrangements for safe custody and segregation of such assets 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)** J S Cowperthwaite **Full name(s)** John Steven Cowperthwaite 

**Position (eg Secretary,** Chair **Chair, etc)** 

**Date** 

18 March 2025 



## BROMSGROVE ARTS ALIVE 

## STATEMENT OF FINANCIAL ACTIVITIES 

For the period 1 June 2023-31 May 2024 

|**Incoming resources**<br>**Unrestricted**<br>**funds £**<br>**Subscriptions received from Members**<br>515.00<br>Incoming resources from Promotional Events<br>0.00<br>Sundry Income<br>250.00<br>**Total Incoming Resources**<br>765.00<br>**Resources expended**<br>Promotional Events<br>0.00<br>Small Project grants<br>Operating expenses-Website.Newsletter etc<br>678.99<br>Display stands<br>Photography<br>**Total expenditure**<br>678.99<br>**Net movement in funds**<br>86.01<br>**Reconciliation of funds**<br>Fund balance at the beginning of the period<br>2,935.96<br>**Fund balance at the end of the period**<br>3,021.97|**Restricted**<br>**funds £**<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00|**Total**<br>**£**<br>515.00<br>0.00<br>250.00|
|---|---|---|
|||765.00|
|||0.00<br>678.99|
|||678.99|
|||2,935.96|
|||3,021.97|



Steve Cowperthwaite Treasurer Bromsgrove Arts Alive 

