Trustees’ Annual Report for the period
From 2[nd] August 2023 to 1 August 2024
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 continued to focus 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. |
| 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 Para 1.38 including program related investment Contribution made by Para 1.38 volunteers 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 it has put further policies in place and looked at fund raising. However, the latter is challenging. It has met with a number of organisations with a view to engaging with them on mutually beneficial initiatives. |
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 |
It is not felt possible to raise funds until it has a history of past achievements to show what it is doing and people resource constraints prevent this at present. |
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
| Review of the charity’s financial position at the end of the period |
Para 1.21 |
The Charities funding has remained as was save for a £5 pcm deduction by its bank + a small amount of interest earned on its bank balance. |
|---|---|---|
| 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:
----- Start of picture text -----
The charity’s principal
sources of funds (including
any fundraising) Para 1.47
Investment policy and
objectives including any
social investment policy Para 1.46
adopted
A description of the principal
risks facing the charity Para 1.46
Other
----- End of picture text -----
Structure, Governance and Management
Description of charity’s trusts:
Type of governing document Para 1.25 Constitution as per Charity Commission (trust deed, royal charter) 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:
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 charity works |
Para 1.51 |
|
Relationship with any related parties |
Para 1.51 |
|
Other |
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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
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|---|---|---|---|---|
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 | ||
| Elly Tobin | Since charity was formed | As above | ||
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 K Stokes-Smith the charity’s trustees K Stokes-Smith Signature(s) K Stokes-Smith K Stokes-Smith Full name(s) Chair Position (eg Secretary, Chair, etc)
Date 09/10/2024
| Birmingham Commonwealth Association Charity Name |
Birmingham Commonwealth Association Charity Name |
Birmingham Commonwealth Association Charity Name |
Birmingham Commonwealth Association Charity Name |
Birmingham Commonwealth Association Charity Name |
No (if any) | No (if any) | CC16a | |
|---|---|---|---|---|---|---|---|---|
| For the period from |
02-Aug-23 Period start date |
To | 1st August 2024 Period end date |
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| Section A Receipts and payments | ||||||||
| A1 Receipts | Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
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| Bank Interest | 11 | - | - - - - - - - - |
11 | - | |||
| - | - | - | - | |||||
| - | - | - | - | |||||
| - | - | - | - | |||||
| - | - | - | - | |||||
| - | - | - | - | |||||
| - | - | - | - | |||||
| - | - | - | - | |||||
| Sub total(Gross income for AR) |
11 | - | - | 11 | - | |||
| A2 Asset and investment sales, (see table). |
||||||||
| - | - - - |
- | ||||||
| - | - | - | ||||||
| Sub total | - | - | - | |||||
| Total receipts A3 Payments |
||||||||
| - | 11 | - | ||||||
| Bank Charges | 65 | - - - - - - - - - - |
65 | 55 | ||||
| - | - | - | ||||||
| - | - | - | ||||||
| - | - | - | ||||||
| - | - | - | ||||||
| - | - | - | ||||||
| - | - | - | ||||||
| - | - | - | ||||||
| - | - | - | ||||||
| **Sub total ** | 65 | 65 | 55 | |||||
| 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 |
||||||||
| - | 65 | 55 | ||||||
| - 54 | - | - 54 |
- 55 | |||||
| - | - - |
- | - | |||||
| - | - | - | ||||||
| - 54 | - | - 54 | - 55 |
CCXX R1 accounts (SS)
09/10/2024
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 KStokes-Smith Details Details Bank Balance Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 5,238 - - - - - 5,238 - Agreement Error 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 KStokes-Smith |
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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| When due (optional) |
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| Date of approval |
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| KStokes-Smith | KStokes-Smith | 09/10/2024 | |
CCXX R2 accounts (SS)
09/10/2024
2