
## **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<br>the charity as set out in its<br>governing document|<br>Para 1.17|**The charity aims to:**<br>**Promote civic responsibility and good**<br>**citizenship**<br>**Advance education**<br>**Advance in life and help young people**<br>**develop their skills, capacities and**<br>**capabilities and participate in society as**<br>**mature and responsible individuals**<br>**Promote equality and diversity, the**<br>**elimination of discrimination on the**<br>**grounds of race, gender, disability, sexual**<br>**orientation or religion All for the**<br>**benefit of the public, in particular but not**<br>**exclusively from Commonwealth**<br>**communities in the West Midlands region.**<br> <br>|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**During the period the trustees have**<br>**continued to focus upon establishing its**<br>**infrastructure including the need for more**<br>**trustees with the relevant skill, which**<br>**particular purpose it should focus upon**<br>**initially, the additional money and people**<br>**resources required.**|
|Statement confirming whether<br>the trustees have had regard<br>to the guidance issued by the<br>Charity<br>Commission on public benefit|<br>Para 1.18|**The trustees have had regard to the**<br>**guidance issued by the Charity**<br>**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||
|---|---|---|
|<br> <br> <br>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.|<br> <br> <br> <br> <br>Para 1.20|**Since its formation it has put further**<br>**policies in place and looked at fund**<br>**raising. However, the latter is challenging.**<br>**It has met with a number of organisations**<br>**with a view to engaging with them on**<br>**mutually beneficial initiatives.**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 



|<br> <br>Achievements against<br>objectives set<br> <br>|<br> <br> <br>Para 1.41<br> <br> <br>|**The charity has made progress in**<br>**achieving its internal**<br>**control/structure/required skills**<br>**arrangements which it feels it needs to**<br>**do before it can pursue its charitable**<br>**objectives.**|
|---|---|---|
|<br> <br>Performance of fundraising<br>activities against objectives<br>set<br> <br>|<br> <br> <br> <br>Para 1.41|<br>**It is not felt possible to raise funds until it**<br>**has a history of past achievements to**<br>**show what it is doing  and people**<br>**resource constraints prevent this at**<br>**present.**<br> <br> <br> <br>|
|<br> <br>Investment performance<br>against objectives<br> <br>|<br> <br> <br>Para 1.41|**No investment performance objectives**<br>**were felt relevant at this stage of the**<br>**charity’s evolution.**|
|<br>Other<br> <br>|||





## **Financial Review** 

|Review of the charity’s<br>financial position at the end of<br>the period|<br>Para 1.21|**The Charities funding has remained as**<br>**was save for a £5 pcm deduction by its**<br>**bank + a small amount of interest earned**<br>**on its bank balance.**|
|---|---|---|
|Statement explaining the<br>policy for holding reserves<br>statingwhytheyare held|Para 1.22|**The Charity does not currently have a**<br>**policy for holding reserves.**|
|Amount of reserves held|Para 1.22|**None atpresent**|
|Reasons for holding zero<br>reserves|Para 1.22|**The charity has yet to create a budget.**|
|Details of fund materially in<br>deficit|Para 1.24|**None**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**None**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


**----- Start of picture text -----**<br>
The  charity’s  principal<br>sources of funds (including<br>any fundraising)   Para 1.47<br>Investment policy and<br>objectives including any<br>social investment policy  Para 1.46<br>adopted<br>A description of the principal<br>risks facing the charity   Para 1.46<br>Other<br>**----- End of picture text -----**<br>


## **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<br>constituted?(e.g<br>unincorporated<br>association,CIO)|Para 1.25|**A society**|
|---|---|---|
|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 to<br>appoint one or more trustees|Para 1.25|**Trustee selection is based upon the**<br>**required skills, knowledge and experience**<br>**but also having regard to diversity.**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

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



## **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<br>5SY.|
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|**Names of**<br>**the charity**<br>**trustees**<br>**who**<br>**manage**<br>**the charity** <br> <br>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|||||
|---|---|---|---|---|
||<br> <br>**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (if any)**|
||Keith Stokes-Smith|Chairman|Since charity formed|Birmingham Commonwealth<br>Society|
||<br>Louise Toner||Since Charity Formed|As above|
||Karen Daw||Since charity Formed|As above|
||Elly Tobin||Since charity was formed|As above|
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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**||
|---|---|---|
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## **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**<br> <br>**Charity Name**|**Birmingham Commonwealth Association**<br> <br>**Charity Name**|**Birmingham Commonwealth Association**<br> <br>**Charity Name**|**Birmingham Commonwealth Association**<br> <br>**Charity Name**|**Birmingham Commonwealth Association**<br> <br>**Charity Name**|**No (if any)**|**No (if any)**|**CC16a**|
|---|---|---|---|---|---|---|---|---|
||**For the period**<br>**from**||02-Aug-23<br>Period start date||**To**|1st August 2024<br>Period end date|||
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|**Section A Receipts and payments**|||||||||
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest**<br>**£**||**Restricted**<br>**funds**<br>**to the nearest £**||**Endowment**<br>**funds**<br>**to the nearest £**|**Total funds**<br>**to the nearest £**||**Last year**<br>**to the nearest £**|
|Bank Interest|**11**||**-**||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**11**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|**11**||**-**||**-**|**11**||**-**|
||||||||||
|**A2 Asset and investment sales,**<br>**(see table).**|||||||||
||**-**||||**-**<br>**-**<br>**-**|**-**|||
||**-**|||||**-**||**-**|
|**_Sub total_**|**-**|||||**-**||**-**|
|**_Total receipts_ **<br>**A3 Payments**|||||||||
||||||**-**|**11**||**-**|
||||||||||
|Bank Charges|**65**||||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**65**||**55**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
|**_Sub total_ **|**65**|||||**65**||**55**|
||||||||||
|**A4 Asset and investment**<br>**purchases, (see table)**|||||||||
||**-**||||**-**<br>**-**<br>**-**|**-**|||
||**-**|||||**-**|||
|**_Sub total_ **|**-**|||||**-**||**-**|
|**_Total payments_**<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_Cash funds this year end_**|||||||||
||||||**-**|**65**||**55**|
||||||||||
||**-                       54**||||**-**|<br>**-                       54**||**-                      55**|
||**-**||||**-**<br>**-**|**-**||**-**|
||**-**|||||**-**||**-**|
||**-                       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**<br>Signed by one or two trustees on<br>behalf of all the trustees<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**<br>**B3 Investment assets**|Signature<br>KStokes-Smith<br>**Details**<br>**Details**<br>Bank Balance<br>**Details**<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**|**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**5,238**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**5,238**<br>**-**<br>Agreement Error<br>OK<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>KStokes-Smith|**Endowment**<br>**funds**<br>**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**<br>**funds**<br>**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**<br>**(optional)**|
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||||Date of<br>approval|
||KStokes-Smith|KStokes-Smith|09/10/2024|
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CCXX R2 accounts (SS) 

09/10/2024 

2 

