## Trustees’ Annual Report for the period
> From (start date) 0 4 1 0 2 4 D D M M Y Y to (end date) 0 5 0 4 2 5 D D M M Y Y
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Section A Reference and administration details
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|||Charity name|Heritage Bridge||||||||CIO|||||||||||
|||Other names the charity is known by||||||||||||||||||||
|||Registered charity number (if any)|1|2|1|0|3|3|6|||||||||||||
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|||Charity’s principal address|~~OFFICE 2~~||||~~GROUND FLOOR~~|||||||||||||||
||||HAYDON||||HOUSE, 3-7|||||ALCESTER||ROAD||||||||
||||STUDLEY|||||||||||||||||||
|||||||||||||Postcode|~~B~~||~~8 ~~|~~0~~||~~7~~|~~A~~|~~N~~||
|||Names of the charity trustees who manage the charity||||||||||||||||||||
|||**Trustee Name**||**Offce**||**(if any)**|||||**Dates acted if not for**
**whole year**|||**Name of person (or body)**
**entitled to appoint**
**trustee(if any)**||||||||
|1||Michael Borland|Chair|||||||||||||||||||
|2||Yee Hin Theo Wong||||||||||||||||||||
|3||Ariel Mikulski||||||||||||||||||||
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||Names of the trustees for the charity, if any(for example, any|||||custodian trustees)||||||||||||||||
|||**Name**||||||||||**Dates acted if not for whole year**||||||||||
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**March 2012**
**TAR**
1
## **Section A**
## **Reference and administration details (continued)**
|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)
**Structure, governance and management** Constitution Charitable Incorporated Organisation (CIO) apppointedintedted by a resolution resolutionesolutionlutionutioniononn
## **Section B**
Description of the charity’s trusts Type of governing document Constitution (eg trust deed, constitution How the charity is constituted Charitable Incorporated Organisation (CIO) (eg trust, association, company) Trustee selection methods apppointedintedted by a resolution resolutionesolutionlutionutioniononn (eg appointed by, elected by)
Additional governance issues (optional information
- You **may choose** to include additional information, where relevant, about:
- 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.
**March 2012**
**TAR**
2
**Objectives and activities**
## **Section C**
|Summary of the objects of the charity set
out in its governing document
Summary of the main activities
undertaken for the public beneft 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 beneft)|To benefit residents of the UK by advancing education and providing facilities
for recreation and leisure time occupation to improve their conditions of life.
To establish and manage a community centre for charitable activities.
To promote social inclusion for the public benefit among the Eastern European
community, migrants, refugees, and asylum seekers who are socially excluded
due to their economic or social position. To provide education in the English
language, vocational skills, and community events to support these groups.|
|---|---|
|||
||The charity engaged in charitable activities which generated an income of
£6,848 during the reporting period. These activities are designed to further
the charity's objects of education and social inclusion. The trustees confirm
that they have had regard to the Charity Commission's guidance on public
benefit when planning and overseeing these activities.|
Additional details of objectives and activities (optional information)
|**Section C**
**Objectives and activities**
Summary of the objects of the charity set
out in its governing document
Summary of the main activities
undertaken for the public beneft 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 beneft)
Additional details of objectives and activities (optional information)
To benefit residents of the UK by advancing education and providing facilities
for recreation and leisure time occupation to improve their conditions of life.
To establish and manage a community centre for charitable activities.
To promote social inclusion for the public benefit among the Eastern European
community, migrants, refugees, and asylum seekers who are socially excluded
due to their economic or social position. To provide education in the English
language, vocational skills, and community events to support these groups.
The charity engaged in charitable activities which generated an income of
£6,848 during the reporting period. These activities are designed to further
the charity's objects of education and social inclusion. The trustees confirm
that they have had regard to the Charity Commission's guidance on public
benefit when planning and overseeing these activities.|**Section C**
**Objectives and activities**
Summary of the objects of the charity set
out in its governing document
Summary of the main activities
undertaken for the public beneft 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 beneft)
Additional details of objectives and activities (optional information)
To benefit residents of the UK by advancing education and providing facilities
for recreation and leisure time occupation to improve their conditions of life.
To establish and manage a community centre for charitable activities.
To promote social inclusion for the public benefit among the Eastern European
community, migrants, refugees, and asylum seekers who are socially excluded
due to their economic or social position. To provide education in the English
language, vocational skills, and community events to support these groups.
The charity engaged in charitable activities which generated an income of
£6,848 during the reporting period. These activities are designed to further
the charity's objects of education and social inclusion. The trustees confirm
that they have had regard to the Charity Commission's guidance on public
benefit when planning and overseeing these activities.|**Section C**
**Objectives and activities**
Summary of the objects of the charity set
out in its governing document
Summary of the main activities
undertaken for the public beneft 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 beneft)
Additional details of objectives and activities (optional information)
To benefit residents of the UK by advancing education and providing facilities
for recreation and leisure time occupation to improve their conditions of life.
To establish and manage a community centre for charitable activities.
To promote social inclusion for the public benefit among the Eastern European
community, migrants, refugees, and asylum seekers who are socially excluded
due to their economic or social position. To provide education in the English
language, vocational skills, and community events to support these groups.
The charity engaged in charitable activities which generated an income of
£6,848 during the reporting period. These activities are designed to further
the charity's objects of education and social inclusion. The trustees confirm
that they have had regard to the Charity Commission's guidance on public
benefit when planning and overseeing these activities.|
|---|---|---|
|You**may choose**to include further
statements, where relevant, about:
• policy on grantmaking;
• policy programme related investment;
• contribution made by volunteers.|||
|**Section D**|**Achievements and performance**||
|Summary of the main achievements of the
charity during the year|Successfully established the initial operational framework of the CIO following
its constitution on 12/11/2024.
Generated £6,848 in income specifically through charitable activities to
support the local community.
Managed total spending of £6,302, ensuring the charity remained within its
financial means for the period ending 05/04/2025.
Implemented a full suite of governance policies, including safeguarding and
internal financial controls, to ensure a safe and transparent environment for
beneficiaries and volunteers.
We delivered a series of drop-in sessions in prominent locations designed to
provide essential housing advice and free internet access to the community.
Our team provided practical employment support, including CV building and
benefit calculation assistance, to help improve the economic conditions of
residents.
To promote social inclusion and unity, we hosted educational sessions about
different heritages, successfully bringing together diverse communities.
The charity achieved a total income of £6,848 solely through charitable
activities.
Operations were managed efficiently with total spending of £6,302, ensuring
all funds were applied toward the charity's objects.
These achievements were supported by the vital contribution of 3 volunteers
working within the United Kingdom.||
**March 2012**
**TAR**
3
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Section E Financial review
Brief statement of the
The charity has formally established a financial reserves policy and
charity’s policy on reserves
procedures to ensure the stability of its ongoing operations.
For the financial period ending 05/04/2025, the charity maintained a
surplus of £546, calculated as the difference between total income of
£6,848 and total spending of £6,302.
Details of any funds materially in deficit The charity does not have any funds materially in deficit.
Total expenditure for the period was fully covered by charitable income,
leaving a positive balance.
Further financial review details (optional information)
You may choose to include additional
information, where relevant, about:
• 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
Section G Declaration
The trustees declare that they have approved the trustees’ report above
Signed on behalf of the charity’s trustees
Signature(s) Michael Borland
Full name(s) Michael Borland
Position (eg Secretary, Chair, etc) Chair
Date 0 6 0 3 2 6 D D M M Y Y
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**March 2012**
**TAR**
4
## **Charity Commission**
## Charity Commission Annual Return 2025
## **HERITAGE BRIDGE CIO**
Charity registration number: 1210336
**Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2025.**
## **Financial period**
## **Financial period start date**
04/10/2024
## **Financial period end date**
05/04/2025
## **Income and spending**
## **Income £**
£6,848
## **Spending £**
£6,302
**Number of contracts from government**
**How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return?**
0
## **Number of grants from government**
**How many grants did your charity receive from central government or a local authority during the financial period for this return?**
0
## **Income breakdown**
## **Donations and legacies (excluding Endowments Received)**
£0
## **Charitable activities**
£6,848
## **Other trading activities**
£0
## **Investments**
£0
## **Other**
£0
## **Recipients of grants**
**Please round all figures to the nearest pound (do not enter decimal points or commas).Individuals**
£0
## **Other charities**
£0
**Other organisations that are not charities**
£0
## **Trustee payments**
## **Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return?**
⊠ e. None of the trustees have been paid
**Did any of the trustees resign and take up employment with your charity in the financial period of this return?**
No
## **Income from outside the UK**
**Did your charity receive income from outside of the United Kingdom in the financial period of this return?**
No
## **Delivering activities outside the United Kingdom**
**Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return?**
No
## **Spending outside of the United Kingdom**
**Did your charity spend funds outside of the United Kingdom in the financial period of this return?**
No
**Trading subsidiaries**
**Does the charity have any trading subsidiaries?**
No
## **Employment contract types**
## **People were permanently employed by your charity**
0
## **People were on fixed-terms contracts with your charity**
0
## **Self-employed people were working for your charity**
0
## **Governance policies**
## **Internal charity financial controls policy and procedures**
Yes
## **Safeguarding policy and procedures**
Yes
## **Financial reserves policy and procedures**
Yes
## **Complaints policy and procedures**
Yes
## **Serious incident reporting policy and procedures**
Yes
## **Internal risk management policy and procedures**
Yes
## **Trustee expenses policy and procedures**
Yes
**Trustee conflicts of interest policy and procedures**
Yes
## **Investing charity funds policy and procedures**
Yes
## **Campaigns and political activity policy and procedures**
Yes
## **Bullying and harassment policy and procedures**
Yes
## **Social media policy and procedures**
Yes
## **Engaging external speakers at charity events policy and procedures**
Not applicable
## **External risk and impact**
## **Donations,**
Not applicable
## **Other income - grants**
Not applicable
## **Other income - contracts**
Not applicable
## **Other income - investment**
Not applicable
## **Expenditure on charitable activities**
Unknown
## **Expenditure on overheads**
Unknown
## **Number of volunteers**
Unknown
**Number of employees**
Not applicable
## **Number of trustees**
Unknown
## **Fundraising activities**
Positive
## **Capacity to deliver services**
Unknown
## **Total service demand**
Unknown
## **Volunteers**
## **Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return?**
3
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## **Declaration**
## **Your role at the charity (select one):**
⊠ Trustee
|**Given names**|michael|
|---|---|
|||
|**Family name**|borland|
|||
|**Telephone**|07813583218|
|**number**||
|||
|**Email**|heritagebridgeuk@gmail.com|
06/03/2026
**Date submitted**
**It is a criminal offence under section 60 of the Charities Act 2011 for anyone to knowingly or recklessly provide false or misleading information to the commission; this includes suppressing, concealing or destroying documents.**