REGISTERED CHARITY NUMBER: 206136
ort of the Trustees and
Unaudited Financial Statements for the Year Ended 31 Dccember 2024
for
Broms
l.ove United Charities
Kenneth Morris Limited
l Aston Court
Bromsgi"ove Technology Park
Bromsgrove
Worcestershire
B60 3AI.

Broms
rove United Charities
Contents of the Financial Statements
for the Year Ended 31 December 2024
Page
Report of the Trustees
Independent Examincr's Report
Statement of Financial Activities
Balance Sheet
Notes to the Financial Statements
8 to 16
Detailed Statement of Financial Activities
17 to 18

Broms
rove United Charities
ort of the Trustees
for the Year Ended 31 December 2024
The trustees present their report Nvith the financial statements of the charity for the year ended 31 Dccembcr 2024. Thc
trustees have adopted the pi"ovisions of Accounting and Reporting by Charities: Statement of Recommended Practice
applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK
and Republic of Ireland (FRS 102) (effective l January 2019).
OBJECTIVES AND ACTIVITIES
Objectives and aims
The focus of our activities remains the provision of social housing, the management and letting of lands belonging to thc
charity and the payments of relief in need. The trustees confirm that there have been no changes in the policics adopted bv
them to achicve thc objects of the charity during the ycar.
In planning our activities for the year we kept in mind the Charity Commission's guidance on public benefit. The Charity
provides a public benefit by alleviating the burden on the community and the local authority by providing warden care to
the needy at low rents.
Volunteers
The Charity is dependent on the services of the trustces who receive no remuneration or benefits for their services.
ACHIEVEMENT AND PERFORMANCE
The trustees consider that the pcrfoi"mance of the charity this year has been satisfactory and they confirm that assets are
available and adequate to fulfil the obligations of the charity.
Occupancy of the accommodation has been good with void rents of only £2.217.
As well as routinc maintenance continuing during the year. at Kathleen Field Court, kitchens have been refurbished and
electrics updated. At Phebe Bell Court, kitchens have continued to be replaced as well as the lift being changed over to
digital and bathroom I"efurbishments to flat 16. Also, thc boilers at Phebe Bell Court were replaced in the year. Fire risk
improvemcnts have also been made to both properties.
42 Churchfields Road has remained an investment property and been fully occupied during the year.
FINANCIAL REVIEW
Investment policy and objectives
The trustee's investment objective is that the real value of the assets be maintained, and enhanced over the longer term. The
trustees receive regular reports on the state of its portfolio, and consider the performance to be satisfactory for the year.
Reserves policy
The policy of the charity is to hold accumulated reserves to provide capital for investment, which in turn provides income to
meet costs as they arise, such as major repair costs. The Charity tries to maintain a break-even situation annually.
Void Rents:
During the year the chai'ity suffered void rents amounting to £2.217 (2023 - £3,985) whilst properties were empty.
STRUCTURE, GOVERNANCE AND MANAGEMEN
Governing document
The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.
Its full objects are defined therein. The charity does not actively fund I'aisc.
A copy of the trust deed can be obtained from the treasurer at the registered office shown on page 2.
The trustees confirm that there have been no changes in the policies adopted by them to achieve the objects of the charity
during the year.
Page I

Broms
rove United Charities
ort of the Trustccs
for the Year Ended 31 December 2024
STRUCTURE, GOVERNANCE AND MANAGEMENT
Recruitment and appointment of new trustees
The trustees are appointed by the Board of Trustees. The trust deed provides for a body of nine competent persons. being
two ex-officio trustees, three nominated trustees and four co-opted trustees. The trustees have quartei'ly meetings at which
a quorum of four trustees must be present, to agree the broad strategy and areas of activity for the trust, including
consideration of gi'ant making, investment, resei'ves and risk management policies and performance. The day to day
administration is delegated to the treasurer and the clerk to the trustees.
Organisational structure
The trustees delegate the day to day running of the charity to the Treasurer and the Clerk to the Trustees, Lisa Siembab.
Ccitain minor rcpaii. items are then delegated to the Wardens. Major items ￿"e referred to the Trustees.
Bishop Hall's Charity for the Needy
In March 2002, Bromsgrove United Charities took over the assets and income of Bishop Hall's Charity for the Needy and it
is now administered under the terms and conditions of the Trust Deed of Bi"omsgrove United Charities.
Induction and training of new trustees
The board keeps the skill requirements for the trustee body under review and in the event that a trustee permanently retires
or additional new trustees are required, the board will endeavour to reci'uit suitable new trustees. The induction process for
any newly appointed trustee comprises an initial meeting, followed by a short meeting(s) to provide a brief history of the
trust, copy of committee minutes, copies ot-prior years annual reports and accounts, a copy of the governing trusl deed and a
copy of the Charity Commission's guidance for trustees.
REFERENCE AND ADMINISTRATIVE DETAILS
Registered Charity number
206136
Principal address
Phebe Bell Court
l O The Flats
Sidemoor
Bromsgrove
Worcestershire
B618LF
Trustees
M Bishop Chairman
L Hodges Vice Chairman
B Weaving Trustee
R Khan Trustee
P Rowan Trustee
J Grundy Trustee
Rev J Hatton Trustee
The board of trustees are authorised to appoint new trustees to fill vacancies arising through resignation or death of an
existing trustee. Under the trust deed the body of trustees shall consist of ninc competent persons when complcte.
Page 2

Broms
rove United Charities
ort of thc Trustces
for the Year Ended 31 December 2024
REFERENCE AND ADMINISTRATIVE DETAILS
Independent Examiner
Kenneth Morris Limited
l Aston Court
Bromsgrove Technology Park
Bromsgrove
Worcestershire
B60 3AL
Bankers
Barclays Bank PLC
Worcester High Street
Leicester
LE87 2BB
Solicitors
Hallmark Whatley Hulme
3 Sansome Place
Worcester
WRI IUQ
EVENTS SINCE THE END OF THE YEAR
Information relating to events since the end of the year is given in the notes to the financial statements.
DONATIONS
Donations totalling £5.500 (2023 - £8,000) were received this year.
Approved by order of the board o
trustees
15 May 2025 and signed on its behalf by:
MBIS
Page 3

Broms
rove United Charities
Statement of Financial Activities
for the Year Ended 31 December 2024
2024
Total
funds
2023
Total
funds
Unrestricted
funds
Restricted
funds
Notes
INCOME AND ENDOWMENTS FROM
Donations and Icgacies
5,500
5,500
8,000
Charitable activities
Housing Activities
288,729
288,729
285,194
Investment income
Other income
38,998
38,998
35,845
257
Total
333,227
333,227
329,296
EXPENDITURE ON
Charitable activities
Housing Activities
438,586
438,586
302,046
Other
18,776
18,776
29,869
Total
457,362
457,362
331,915
Net gains on investments
42,648
42,648
120,482
NET INCOME/(EXPENDITURE)
(81,487)
(81,487)
117,863
RECONCILIATION OF FUNDS
Total funds brought forward
1,662,933
1,662.933
1,545,070
TOTAL FUNDS CARRIED FORWARD
1,581,446
1,581,446
1,662,933
The notes form part of these financial statements
Page 5

Broms
rove United Charities
Balance Sheet
31 December 2024
2024
Total
funds
2023
Total
funds
Unrcstricted
funds
Restricted
funds
Notes
FtXED ASSETS
Tangible assets
Investments
10
811,893
1,325,316
811,893
1,325,316
823,437
1,282,668
2,137,209
2,137,209
2,106,105
CURRENT ASSETS
Debtors
Cash at bank and in hand
12
8,793
146,420
8,793
146,420
1,699
264,675
155,213
155,213
266,374
CREDITORS
Amounts falling due within one year
13
(30.001)
(30,001)
(24,620)
NET CURRENT ASSETS
125,212
125,212
241,754
TOTAL ASSETS LESS CURRENT
LIABILITIES
2,262,421
2,262.421
2.347.859
CREDITORS
Amounts falling due aftcr more than one year
14
(89,614)
(89,614)
(90,962)
ACCRUALS AND DEFERRED INCOME
17
(591,361)
(591,361)
(593,964)
NET ASSETS
1,581,446
1,581,446
1,662,933
The notes form part of these financial statements
Page 6
continued...

Broms
rove United Charities
Balance Sheet - continued
31 December 2024
2024
Total
nds
2023
Total
funds
Notes
18
FUNDS
Unrestricted funds:
General fund
Land & Buildings
Cyclical Maintenance Fund
Extraordinary Repair Fund
809,776
118,026
225,959
427,685
906,040
127,844
218,162
410,887
1,581,446
1,662,933
TOTAL FUNDS
1,581.446
1,662,933
The financial statements were approved by the Board of Trustces and authorised for issue on 15 May 2025 and were signed
on its behalf by:
Trustee
Trustee
)CLCI
Trustee
LftiiRftF N frtobffs
The notes form part of these financial statements
Page 7

Inde
endent Examiner's Re
ort to the Trustees of
Broms
rove United Charities
Independent examiner's report to the trustees of Bromsgrove United Charities
I report to the charity trustees on my examination of the accounts of Bromsgrove United Charities (the Trust) for the year
ended 31 December 2024.
Responsibilities and basis of report
As the charity trustees of the Trust you are I"esponsible for the preparation of the accounts in accordance with the
requircments of the Charities Act 2011 ('the Act,).
I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my
examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.
Independent exatniller's statement
Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confii'm that I
am qualitied to undertake the examination because I am a member of the Institute of Chartered Accountants in England and
Wales, which is one of the listed bodies.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the
examination giving me cause to believe that in any material respect:
accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or
the accounts do not accord with those records; or
the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in
thc Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and
fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be
drawn in this report in order to enable a proper understanding of the accounts to be reached.
Kenneth Morris Limited
l Aston Court
Bromsgrove Tcchnology P￿"k
Bromsgrove
Worcestershire
B60 3AL
15 May 2025
Page 4