Trustees’ Annual Report for the period
From 20/11/2023 To 19/11/24
Charity name: Friends of Bournville Park
Charity registration number: 1192446
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Friends of Bournville Park exists for the benefit of the inhabitants of Bournville and the surrounding area (“the area of benefit”) to provide or assist in the provision of facilities for recreation and other leisure time occupation in the interests of social welfare with the object of improving their conditions of life for the inhabitants of the area of benefit in particular but not exclusively by the preservation, promotion, support, assistance and improvement of Bournville Park |
| 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 |
Main activities: 1. Support for leisure activities Tennis for Free (weekly between March and December). Tai Chi (weekly throughout the year). The charity ran a one-week Summer Event with mixed activities for young people. 2. Education Forest School (11 community sessions in 2023/24). Detached youth work (15 sessions in 2023/24). 3. Park improvement Refurbishment of the Tennis Courts funded primarily by the Lawn Tennis Association. Planting of a Memory Tree funded by the family of a Trustee. 4. Promotion Social media presence maintained and regular newsletter for members. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In planning and undertaking all of these activities the Trustees have had regard to the guidance issued by the Charity Commission on public benefit and all have been undertaken to further the public benefit objectives of the charity. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Grants are not made by the charity |
| Policy on social investment including program related investment |
Para 1.38 | None |
| Contribution made by volunteers |
Para 1.38 | Although the Trustees are very active, the charity is also supported by volunteers, for example in litter picking, removing Himalayan Balsam from the banks of the brook, bulb planting, and supporting the Summer Event. Also, Park users report their concerns to Friends of Bournville Park and Birmingham City Council. Tennis for Free sessions have been supported by volunteers throughout the year. Volunteeringis always encouraged. |
| 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 | 1. Support for leisure activities From March to November 2024, we ran Sunday morning sessions under the Tennis for Free Programme, supported by coaches from Weoley Hill Tennis Club (one a Trustee), another LTA-trained Trustee, and our volunteers. Over the whole period, we had approximately 600 people attend these sessions. Weekly Tai Chi sessions take place in the Park, with a total of 588 attendees over the year. The charity ran a one-week Summer Event in August with activities including cycling training, multi-sports including football, extra tennis coaching sessions, storytelling and a duck race. 2. Education Using existing funding, Forest School sessions continue. There were 11 community sessions funded by the charity. These complement the sessions organised and paid for by Bournville Village Primary School. To secure the future of Forest School, 24 sessions were purchased for 2025. |
Grants from Awards for All and Heart of England were used for detached youth work and the Summer Event. 3. Park improvement The heavily used Tennis Courts were refurbished, primarily funded by the Lawn Tennis Association. Two kind donations meant that a ‘memory’ tree could be placed in the Park. 4. Promotion Social media presence has been maintained and is heavily used. A newsletter is issued to members of the charity after each Trustees’ meeting. It describes recent actions and decisions, and provides insights into the thinking of the Trustees. These activities meet the objectives of the charity.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of theperiod |
Para 1.21 | The charity continues to have a healthy financial position, primarily due to successful awards ofgrant from other charities. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Friends of Bournville Park funds will be held in its bank account until needed. Funds awarded through grants and awards for designated purposes (“restricted funds”) will be held to be used for those purposes only. General funds will be held in the bank account until the Trustees or designated CIO officer(s) agree on any expenditure. The Treasurer will provide detailed monthly accounts showing which funds are available to spend under each heading, with one heading for each grant or award and one for general funds. Other than ring-fenced restricted funds, the charity does not decide on an appropriate level of reserves, as activities are undertaken only as can be afforded within remaining unrestricted funds. |
| Amount of reserves held | Para 1.22 | None |
| Reasons for holding zero reserves |
Para 1.22 | Other than ring-fenced restricted funds, the charity does not decide on an appropriate level of reserves |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The charity relies on external funding to support major activities in the Park. Costs of Forest School for 2025 and Tai Chi for 2025 and 2026 have alreadybeenpaid. |
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 charity’s principal sources of funds are grants and awards. Regular financial support is provided by Birmingham Open Spaces Forum. Expenditure on each grant is always in support of the objects of the charity. Payments are not made to trustees or volunteers. In this financial year, a major grant was awarded by the 28thMay 1961 Charity to support free Tai Chi in the Park for two years. Unrestricted funding was granted by the William A Cadbury charity. Residual funds from grants awarded to the charity by Awards for All and Heart of England were used to fund the Summer Event. Funds were donated by the family of a Trustee towards a ‘memory’ tree. This was recently planted in the Park. |
|---|---|---|
| Investment policy and objectives including any |
None |
| social investment policy adopted |
Para 1.46 | |
|---|---|---|
| A description of the principal risks facing the charity |
Para 1.46 | Failure to obtain new awards of grants would curtail larger-scale activities (except for Forest School and Tai Chi, already funded). However, the charity would continue to act to preserve, promote, support, assist and improve Bournville Park |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 |
Constitution, last amended 17thAugust 2020, charityregistered 20thNovember 2020 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation |
| 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 | The first Trustees were designated in the Constitution. At least one third of the Trustees resign at the Annual General Meeting. If less than three Trustees resign during the year, these will be the longest in office, Members elect or re-elect at least three Trustees. The maximum number of elected Trustees is twelve. Trustees can co-opt up to three more Trustees. |
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 | There is no formal induction for trustees but all are invited to meetings of trustees and are provided with monthly accounts and copies of policy documents. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The charity has a Chair of the Board of Trustees and a Treasurer. Other tasks are led by the remaining Trustees. |
| Relationship with any related parties |
Para 1.51 | The charity works within a wider network: Birmingham Open Spaces Forum, which has linked us to professional fundraisers such as GetGrants. The Headteacher of the adjacent Bournville Village Primary School is a member and we maintain close links with the School. |
| Detached youth work has been delivered by Youth Work Europe. Tennis coaching is provided by Tennis for Free and is led byone of our trustees. |
||
|---|---|---|
| Other | Appropriate policies concerning major risks such as Health and Safety, Safeguarding and Finance are in place. These are reviewed annuallybythe Trustees |
Reference and Administrative details
| Charity name | Friends of Bournville Park |
|---|---|
| Other name the charity uses | FOBP |
| Registered charity number | 1192446 |
| Charity’s principal address | 8 Beech Road Bournville Birmingham B30 1LJ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Joan Hosfield | Chair | |||
| Professor Colin Richard Thomas |
Treasurer | |||
| Dr Stuart Tyldesley Hosfield |
Trustee | |||
| Councillor Elizabeth Ann Clements |
Trustee | |||
| Samuel Philip Huw Wright |
Trustee | |||
| Penelope Catherine Thomas |
Trustee | |||
| Dr Andrew Hardie | Trustee | |||
| Peter Chong | Trustee | |||
| Dr Cliff Allum | Trustee | |||
| Rachael Manamley | Trustee | |||
| Megan Caine | Trustee | 11/03/24 to 19/11/24 | ||
– 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)
| 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 |
||
| Auditor | Alan William Johnson | 43 Cartland Road Birmingham B30 2SD |
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) Full name(s) Joan Hosfield Position (eg Chair Secretary, Chair, etc) Date 14/03/2024
Colin Richard Thomas Treasurer
Charity Name No (if any) Friends of Bournville Park 1192446
CC16a
Receipts and payments accounts
For the Period start period date from 20/11/2023
Period end To date 19/11/2024
Section A Receipts and payments
Unrestricted Restricted Endowment Last Total funds funds funds funds year to the to the to the to the to the nearest nearest £ nearest £ nearest £ nearest £ £
| to the nearest £ |
to the nearest £ |
to the nearest £ |
to the nearest £ |
to the nearest £ |
|
|---|---|---|---|---|---|
| A1 Receipts | 109 560 - - - - - - 669 |
- 4,750 - - - - - - 4,750 |
- - - - - - - - - |
109 5,310 - - - - - - 5,419 |
|
Donations |
109 | - | - | 109 | 546 |
| Awardsfromcharities | 560 | 4,750 | - | 5,310 | 15,992 |
| - | - | - | - | - | |
| - | - | - | - | - | |
| - | - | - | - | - | |
| - | - | - | - | - | |
| - | - | - | - | - | |
| - | - | - | - | - | |
| Sub total(Gross income for AR) |
669 | 4,750 | - | 5,419 | 16,538 |
| A2 Asset and | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| investment sales, (see | ||||||||||||
| table). | ||||||||||||
| - | - | - | - | |||||||||
| - | - | - | - | - | ||||||||
| Sub total | - |
- | - | - | - | |||||||
| Total receipts | 669 | 4,750 | - | 5,419 | 16,53 8 |
| A3 Payments | 202 - 742 - - - |
- 275 4,588 1,800 3,329 1,785 |
- - - - - - |
202 275 5,330 1,800 3,329 1,785 |
|
|---|---|---|---|---|---|
| Minor purchases | 202 | - | - | 202 | 164 |
| LTA Training | - | 275 | - | 275 | - |
| Forest School | 742 | 4,588 | - | 5,330 | 2,160 |
| Youth Work | - | 1,800 | - | 1,800 | 5,334 |
| Summer Event | - | 3,329 | - | 3,329 | 3,182 |
| Tai Chi | - | 1,785 | - | 1,785 | 1,785 |
| Memory Tree | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 750 | - | - | 750 | - | ||||||||
| - | - | - | - | - | ||||||||
| - | - | - | - | - | ||||||||
| Sub total | ||||||||||||
| 1,694 | 11,777 | - | 13,471 | 12,625 | ||||||||
| A4 Asset and | ||||||||||||
| investment | ||||||||||||
| purchases, (see table) | ||||||||||||
| - | - | - | - | |||||||||
| - | - | - | - | |||||||||
| Sub total | ||||||||||||
| - | - | - | - | - | ||||||||
| Total payments | 1,694 | 11,777 | - | 13,471 | 12,62 5 |
|||||||
| Net of | - | - | - | |||||||||
| receipts/(payments) | 1,025 | 7,027 | - | 8,052 | 3,913 | |||||||
| A5 Transfers between | ||||||||||||
| funds | - | - | - | - | - | |||||||
| A6 Cash funds last | ||||||||||||
| year end | 3,419 | 10,970 | - | 14,389 | ||||||||
| Cash funds this year | ||||||||||||
| end | 2,394 | 3,943 | - | 6,337 |
Section B Statement of assets and liabilities at the end of the period
| Unrestricted funds to nearest £ 2,393 - - 2,393 Agreemen t Error Unrestricted funds to nearest £ - - - - |
Restricted funds to nearest £ 3,943 - - 3,943 OK Restricted funds to nearest £ - - - - |
Endow ment funds to nearest £ |
|---|---|---|
| - | ||
| - | ||
| - | ||
| - | ||
| OK | ||
| Endow ment funds to nearest £ |
||
| - | - | - |
| - | - | - |
| - | - | - |
| - | - | - |
Categories Details B1 Cash funds
Total cash funds
(agree balances with receipts and payments account(s))
Details
B2 Other monetary assets
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- - -
- - -
Fund to
which Cost Current
value
asset (optional) (optional)
Details belongs
B3 Investment
assets - -
- -
- -
- -
- -
Fund to
which Cost Current
value
asset (optional) (optional)
Details belongs
B4 Assets retained Tools Unrestricted
180 -
for the charity’s own Tennis equipment Unrestricted
use 2,120 -
Gazebos, tables, lighting Unrestricted
911 -
Other sports Unrestricted
812 -
Safety equipment Unrestricted
145 -
Office equipment Unrestricted
120 -
- -
- -
- -
Fund to Amount When due
which due (optional)
liability (optional)
Details relates
B5 Liabilities
-
-
-
-
-
Signed by one or two
trustees on behalf of all Signature Print Name approval Date of
the trustees
C.R. Thomas 14/03/2025
Treasurer
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