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2022-08-01-accounts

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



Policy on social investment
including program related
investment


Para 1.38


Contribution made by
volunteers



Para 1.38

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.


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


Investment policy and
objectives including any
social investment policy
adopted




Para 1.46


A description of the principal
risks facing the charity




Para 1.46

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
Louise Toner Since Charity Formed As above
Karen Daw Since charity Formed As above

5 6 7 8 9

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 £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

04/05/2023

2