2023-09-30-accounts

Trustees’ Annual Report for the period

From 1 October 2022 To 30 September 2023

Charity name: The Brockley Society

Charity registration number: 1201209

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	1. To promote high standards of planning and architecture in or affecting the Brockley Conservation Area and elsewhere in the London Borough of Lewisham. 2. To educate the public in the geography, history, natural history, culture and architecture of the Brockley Conservation Area and elsewhere in the London Borough of Lewisham. 3. To secure the preservation, protection, development and improvement of features or areas of historic or public interest in the Brockley Conservation Area and elsewhere in the London Borough of Lewisham. In furtherance of the above objects but not otherwise the trustees shall have the power to establish a neighbourhood forum for the Brockley Conservation Area and elsewhere in the London Borough of Lewisham to promote and or improve the social, economic and environmental well-being of the area.
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	- Updated 1974 constitution and established CIO - Reviewing planning applications every month and liaising with borough’s planners - Celebrating 50 years of the conservation area - Organising meetings and a conference on planning and conservation - Midsummer fayre as main event plus other smaller events
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	—

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference

Policy on grant making	Para 1.38	We do not make grants
Policy on social investment including program related investment	Para 1.38	—
Contribution made by volunteers	Para 1.38	- 50 volunteers distribute our printed newsletter, - about 70 volunteers assist with running the Midsummer Fayre - Volunteers help in all other activities
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	- Planning and conservation is better understood in the community - Celebration of 50th anniversary of the Conservation Area and of Brockley Society - A circular email is sent to about 1,600 people most months - Midsummer Fayre had up to 6,000 people attending, which is a substantial social benefit and contributes to the community cohesion in the area - Maintaining a community garden of social importance

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	- Successfully completed registration as CIO - Three printed newsletters produced and distributed to 4,000+ homes - Successful Midsummer Fayre

Performance of fundraising activities against objectives set	Para 1.41	- Midsummer Fayre is the charity’s fundraising activity and achieved required amount
Investment performance against objectives	Para 1.41	—
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Income £22,957 Unrestricted Funds £39,187
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves held to cover 2 years of expenditure without suppor7ng income.
Amount of reserves held	Para 1.22	£12,500
Reasons for holding zero reserves	Para 1.22	To cover 2 years of expenditure without suppor7ng income.
Details of fund materially in deficit	Para 1.24	—
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	—

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	Principal source of funds is the annual Hilly Fields Midsummer Fayre
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	Heavy dependence on Hilly Fields Fayre and need to mobilise large number of volunteers Difficulty in recruiting officers who can share responsibility for running the charity
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO
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	Trustees are all appointed as individuals

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	Reference to the CIO constitution
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	- Trustees’ management committee elects oficers - Planning subcommittee elected at AGM - Subcommittees for individual projects appointed by trustees - No staff
Relationship with any related parties	Para 1.51	- Informal cooperation with other charities and community groups in the area - Liaison with council departments, specifically planning

Other

Reference and Administrative details

Charity name	The Brockley Society
Other name the charity uses	—
Registered charity number	1201209
Charity’s principal address	76 Tyrwhitt Road, London SE4 1QB

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)
1 2 3 4 5 6 7	Ursula Clare Cowen	Chair		Trustees
	Els van Leeuwen	Treasurer	Resigned 15/11/23	Trustees
	Christopher Robert Johnson	Chair of Planning group		Trustees
	Richard Geoffrey Freeston	Vice Chair		Trustees
	Lorna Jackson- Mottershead	Trustee		Trustees
	Laura Cunningham	Trustee		Trustees

Corporate trustees – names of the directors at the date the report was approved

Director name n/a

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
	n/a

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 n/a

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)	Signature(s)
Full name(s)		Clare Cowen		Richard Freeston (tbc)
Position (eg Secretary, Chair, etc) Date		Chair	Vice Chair
		16/8/24

Finance report FYE 30 September 2023

Proft and Loss Report for BROCKLEY SOCIETY
For Period: 01/10/2022 to 30/09/2023
TURNOVER
	General Sales	7,030.33
	Fayre stalls	5,700.06
	Fayre catering stalls	2,830.00
	Fayre advertising	2,390.00
	Fayre sponsors	2,500.00
	Newsletter adverts	1,880.00
	Donations to BMCG	626.88
Total:		22,957.27
LESS COST OF SALES:
	General Purchases	-3,870.54
	BMCG purchases	-390.81
	FAYRE purchases	-14,016.15
Total:		-18,277.50
GROSS PROFIT:		4,679.77
LESS EXPENSES:
	Printing	-2,764.00
	Postage and Carriage	-34.50
	Hosting Fees and IT Consumables	-148.34
	Audit and Accountancy Fees	-90.00
	Bank Charges	-90.45
	Insurance	-353.02
	Suspense Account	2,486.00
Total:		-994.31
Proft Before Tax:		3,685.46

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