Trustees’ Annual Report for the period
From 18 June 2021 to 1 August 2022
Charity name: Birmingham Commonwealth Society
Charity registration number: 1194940
Objectives and Activities
| SORP reference | ||
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The charity aims to: Promote civic responsibility and good citizenship Advance education Advance in life and help young people develop their skills, capacities and capabilities and participate in society as mature and responsible individuals Promote equality and diversity, the elimination of discrimination on the grounds of race, gender, disability, sexual orientation or religion All for the benefit of the public, in particular but not exclusively from Commonwealth communities in the West Midlands region. |
| 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 |
During the period the trustees have focused upon establishing its infrastructure including the need for more trustees with the relevant skill, which particular purpose it should focus upon initially, the additional money and people resources required, opening a bank account etc. It has received a £5000 donation from WickesAid, a charity Mr Stokes-Smith is also a trustee of. |
| 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 the guidance issued by the Charity Commission on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference
Policy on grant making |
Para 1.38 |
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|---|---|---|
Policy on social investment including program related investment |
Para 1.38 |
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Contribution made by volunteers |
Para 1.38 |
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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 |
Since its formation not long back it has put its resources, policies, corporate and other structures in place and looked at fund raising. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
The charity has made progress in achieving its internal control/structure/required skills arrangements which it feels it needs to do before it can pursue its charitable objectives. |
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|---|---|---|---|
Performance of fundraising activities against objectives set |
Para 1.41 |
The Charity has raised opportunistically some funds albeit no specific objectives have yet been set. |
|---|---|---|
Investment performance against objectives |
Para 1.41 |
No investment performance objectives were felt relevant at this stage of the charity’s evolution. |
Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of theperiod |
Para 1.21 | The Charity did secure a £5000 grant from WickesAid. This was not budgeted. |
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | The Charity does not currently have a policy for holding reserves. |
| Amount of reserves held | Para 1.22 | None atpresent |
| Reasons for holding zero reserves |
Para 1.22 | The charity has yet to create a budget. |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
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 |
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|---|---|---|
Investment policy and objectives including any social investment policy adopted |
Para 1.46 |
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A description of the principal risks facing the charity |
Para 1.46 |
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Other |
Structure, Governance and Management
| Description of charity’s trusts: | ||
| Type of governing document (trust deed,royal charter) |
Para 1.25 | Constitution as per Charity Commission template. |
| How is the charity constituted?(e.g unincorporated association,CIO) |
Para 1.25 | A society |
| 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 | Trustee selection is based upon the required skills, knowledge and experience but also having regard to diversity. |
|
|---|---|---|---|
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
Policies and procedures
adopted for the induction and
training of trustees Para 1.51
The charity’s organisational
structure and any wider
network with which the Para 1.51
charity works
Relationship with any related
parties Para 1.51
Other
----- End of picture text -----
Reference and Administrative details
| Charityname | Birmingham Commonwealth Society |
| Other name the charityuses | |
| Registered charitynumber | 1194940 |
| Charity’s principal address | Wick Episcopi, Upper Wick, Rushwick, Worcestershire, WR2 5SY. |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled **to appoint trustee(if any) ** |
|
|---|---|---|---|---|
| Keith Stokes-Smith | Chairman | Since charity formed | Birmingham Commonwealth Society |
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| Louise Toner | Since Charity Formed | As above | ||
| Karen Daw | Since charity Formed | As above | ||
5 6 7 8 9
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10 11
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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)
Full name(s)
Position (eg Secretary, Chair, etc)
Date
| Birmingham Commonwealth Society | Birmingham Commonwealth Society | Birmingham Commonwealth Society | Birmingham Commonwealth Society | CC16a | |
|---|---|---|---|---|---|
| For the period from |
18-Jun-21 Period start date |
To | |||
| Section A Receipts and payments | |||||
| A1 Receipts | Unrestricted funds to the nearest £ 5,000 - - - - - - - 5,000 - - - 5,000 37 - - - - - - - - 37 - - - 37 4,963 - - 4,963 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ 5,000 - - - - - - - 5,000 - - - 5,000 37 - - - - - - - - 37 - - - 37 4,963 |
Last year to the nearest £ |
| 5,000 | - - - - - - - - - |
- | |||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| Sub total(Gross income for AR) |
5,000 |
- | |||
| A2 Asset and investment sales, (see table). |
|||||
| - | - - - |
||||
| - | - | ||||
| Sub total | - | - | |||
| Total receipts A3 Payments |
|||||
| - | - | ||||
Bank fees |
37 | - - - - - - - - - - |
- | ||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| **Sub total ** | 37 | - | |||
| A4 Asset and investment purchases (see table) |
|||||
| , | - | - - - |
|||
| - | |||||
| **Sub total ** | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||
| - | - | ||||
| 4,963 | - |
- | |||
| - | - - |
- - |
- | ||
| - | - | ||||
| 4,963 | - |
4,963 | - |
CCXX R1 accounts (SS)
04/05/2023
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 4,963 - - - - - 4,963 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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CCXX R2 accounts (SS)
04/05/2023
2