Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 22 07 2022 To 31[st] 12 2023
Section A Reference and administration details
Charity name TRANSFORMATION PARNTERSHIP TRUST Other names charity is known by N/A Registered charity number (if any) 1199752
Charity's principal address Office 14, Gill House, 140 Holyhead Road Handsworth Wood Birmingham Postcode B21 0AF
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) |
|---|---|---|---|---|
| Keith Fraser | Trustee & Chair | 11/10/2023 - Present | Members | |
| Sharon Gray | Trustee | 10/03/2024 - Present | Members | |
| Khadeem Duncan- Banerjee |
Trustee & CEO | 10/09/2023 - Present | Members | |
| Michael Herford | Trustee | 10/03/2024 - Present | Members | |
| Keith Morris | Trustee & Treasurer | 22/07/2022 - Present | Members | |
| Laura Shapiro | Trustee | 03/04/2024 - Present | Members | |
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
TAR
March 2012
1
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 |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
| Khadeem Duncan-Banerjee, CEO |
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document (eg. trust deed, constitution) How the charity is constituted
CIO Governing Document
CIO
- (eg. trust, association, company)
Trustee selection methods
Co-option
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
The Charity was dormant during the period and held no assets, liabilities You may choose to include or bank accounts. additional information, where relevant, about:
-
The Charity was renamed in line with a new strategy and subsequently
-
• became operational in March 2024 and began trading in August 2024. policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
-
trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Provision of music and cultural education in the West Midlands.
Summary of the objects of the charity set out in its governing document
TAR
March 2012
2
N/A
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
N/A
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
TAR
March 2012
3
Section D Achievements and performance
N/A. Summary of the main achievements of the charity during the year
TAR
March 2012
4
Section E Financial review
N/A
Brief statement of the charity’s policy on reserves
Details of any funds materially N/A. in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
N/A
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
N/A.
Section G Declaration
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)
Keith Andrew Fraser
Chair
TAR
March 2012
5
Date 2911112024 TAR Mar¢h 2012
Transformation Partnership Trust
1199752
Recei ts and a ments accounts p p y
CC16a
| For the period from |
Period start date 22/7/2022 |
To | Pe31riod end date 31/12/2023 |
|---|---|---|---|
Section A Receipts and payments
Unrestricted Restricted funds funds
Endowment Total funds Last year funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
| A1 Receipts | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| £0 | £0 | £0 | £0 | £0 | |||||
| £0 | £0 | £0 | £0 | £0 | |||||
| £0 | £0 | £0 | £0 | £0 | |||||
| £0 | £0 | £0 | £0 | £0 | |||||
| £0 | £0 | £0 | £0 | £0 | |||||
| £0 | £0 | £0 | £0 | £0 | |||||
| £0 | £0 | £0 | £0 | £0 | |||||
| £0 | £0 | £0 | £0 | £0 | |||||
| Sub total(Gross income for AR) | £0 |
£0 | £0 | £0 | £0 |
| Sub total(Gross income for AR) | £0 |
£0 |
£0 | £0 | £0 | £0 | £0 | £0 | £0 |
|---|---|---|---|---|---|---|---|---|---|
| A2 Asset and investment sales, (see table). | - - |
- - |
- - |
- - |
|||||
| - | - | - | - | ||||||
| - | - | - | - | - | |||||
| Sub total | £0 |
£0 | £0 | £0 | £0 | ||||
| Total receipts A3 Payments Sub total |
|||||||||
£0 |
£0 | £0 | £0 | £0 | |||||
£0 |
£0 | £0 | £0 | £0 |
A4 Asset and investment purchases, (see table)
01/06/2025
1
| £0 | £0 | £0 | £0 | £0 | |||||
|---|---|---|---|---|---|---|---|---|---|
| £0 | £0 | £0 | £0 | £0 | |||||
| Sub total Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
£0 |
£0 | £0 | £0 | £0 | ||||
| £0 | £0 | £0 | £0 | £0 | |||||
£0 |
£0 | £0 | £0 | £0 | |||||
| £0 | £0 | £0 | £0 | £0 | |||||
£0 |
£0 | £0 | £0 | £0 | |||||
| £0 | £0 | £0 | £0 | £0 | |||||
| £0 | £0 | £0 | £0 | £0 | |||||
£0 |
£0 | £0 | £0 | £0 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets |
Details Details Total cash funds (agree balances with receipts and payments account(s)) |
Restricted funds to nearest £ to nearest £ to nearest £ Unrestricted funds Endowment funds |
Restricted funds to nearest £ to nearest £ to nearest £ Unrestricted funds Endowment funds |
Restricted funds to nearest £ to nearest £ to nearest £ Unrestricted funds Endowment funds |
Restricted funds to nearest £ to nearest £ to nearest £ Unrestricted funds Endowment funds |
Restricted funds to nearest £ to nearest £ to nearest £ Unrestricted funds Endowment funds |
|---|---|---|---|---|---|---|
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 |
01/06/2025
2
| B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Details Signature K N Morris |
£0 | £0 | £0 | ||
|---|---|---|---|---|---|---|
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| £0 | £0 | £0 | ||||
| Print Name KEITH N MORRIS |
||||||
| Date of approval |
||||||
| KEITH N MORRIS | 14/11/2024 |
01/06/2025
3
CCXX R4 accounts ss 0110612025