## ## |Objectiv|es and|Activitie|s|| |---|---|---|---|---| ||||SORP reference|| |Summary
ofthe purposes oi
the charity as set out in its|||Para 1.17|The provision,
maintenance
and upkeep of
5 alms-houses,
located
in Birds Close,| |governing|document|||Crewkerne,
Somerset TA18 8BQ| |Summary
activities|ofthe main
in relation to those||Para 1.17and
1.19|Ensure that the alms-houses
are kept in a
good state ofrepair and that all tenants are| |purposes|for the public|||abiding
by the terms oftheir respective| |benefit,
in particular,||the||leases. Follow-up
on any building
defects| |activities,|projects or|||or defects reported
by tenants.
Coordinate| |services identified
in||the||any repairs or maintenance
work required,| |accouinis.||||par iileiiilg
Wiirn apprcveU
IUCal ilaUeainIan| |||||and ensure works are carried out to high| |||||standard.
Maintain
good working| |||||relationship
with all tenants,
with a view to| |||||their general
health and well-being.| |Statement|confirming|||The trustees
had regard to the guidance| |whether
the trustees||have||issued
by the Charity Commission
on| |had regard to the guidance||||public benefit.| |issued
by|the Charity|||| |benefit||||| |Additional||information|(optional)|(optional)||| |---|---|---|---|---|---|---| |You ma
choose to include||||further statements|where relevant about:|| |||||SORP reference||| |Policy on|grant making|||Para 1 .In||| |Policy on|social investment|||||| |In@ I
AInn|nrem n
rolaraki|||Para 1.33||| |investment||||||| |Contribution||made by|||The charity relies entirely on volunteers|for| |volunteers||||Para 1.38|all aspects of its work, to ensure that all|| ||||||administrative
duties are carried out.|| |Other||||||| ## |Achievem|e|nts|and Per|formance||| |---|---|---|---|---|---|---| |||||SORP reference||| |Summary|ot|the main|||Alms-house
residents are typically
from|| |achievements||ofthe charity,|||low-income
backgrounds
and/or
residents|| |identifying|the difference the|||Para 120|who are potentially
vulnerable
and may
nc ort artrtitir
nial
r.»rrnnrt
Qr wine On01
PP|| |the circumstances|||of its||RBCH made a point to ensure that all|| |beneficiaries||and|any wider||tenants were in good health
during the|| |benefits to|society as a||||second year ofCovid-19 government|| |whole.|||||guidelines
and restrictions.|| ||||||Annual
building
surveys were carried out in|| ||||||Ivlay 2G2 I, wliil Uelecis anU iegUiieU|| ||||||repairs noted.
Repair works contracted|out| ||||||to approved
local suppliers/tradesmen.|| ||||||Tenants are responsible
for internal|| ||||||decoration/maintenance
and outside|| ||||||space/gardens:
two were asked to make|| ||||||minor improvements/alternations,
in line|| ||||||with their terms oftheir respective leases.|| |AAtnltl
I
4
O'
nepal
~IvarcaI
~ v
~rn Jvr ~|I
t
IvyLivrrari|I
t
IvyLivrrari|I
t
IvyLivrrari|II|| |---|---|---|---|---|---| |You ma
choose to include||further||statements|where relevant about:| |Achievements
against|||||Objectives met| |obiectives set|||||| |Performance
offundraisino|||||N/A| |activities against objectives|||Para 1.41||| |set|||||| |Investment
performance
against objectives|||Para 1.41||Objectives met| |Other|||||| ## |Financial
Review|Financial
Review|||||||||| |---|---|---|---|---|---|---|---|---|---|---| |Review ofthe charity's
flnanciai
position at tne ena||Para 1 21|The|charity's|||financial|position is sound||| |ofthe
eriod||||||||||| |Statement
explaining
the
nnlir u fnr hcldinn
reSenreS||Para 1.22|Reserves are held for:
1
l,uoliool mointononoo
fund|||||||| |stating
why they are held||||2.|Extraordinary|||repair|fund|| |Amount
ofreserves
held||Para 1.22|6372,582|||||||| |Reasons for holding zero||Para 1.22|N/A|||||||| |reserves||||||||||| |Details offund materially
QBTlclt|in|Para 1.24|N/A|||||||| |Explanation
ofany
uncertainties
about the||Para 1.23|N/A|||||||| |Charity
COntjni rinn ac a nning||||||||||| |concern||||||||||| |Additional
information
(optional)||||||||||| |You ma
choose to include|further statements||where relevant||||about:|||| |The charity's
principal||||||||||| |sources offunds (including
„co
oily lul IMIolcll Is/||Para 1.47||||||||| |Investment
policy and||||||||||| |obiectives
including
anv||||||||||| |social investment
policy||||||||||| |adopted||||||||||| |A description
ot the principal
risks facing the charity||Para 1.46|volunteer-run
attracting
new||||organisation
—problem
volunteers|||ot| ||||Reluctance to||||take major responsibility|||| ||||rnloc|||||||| |Other||||||||||| ## ## |Description
of charity's|||||||||| |---|---|---|---|---|---|---|---|---|---| |trusts:|||||||||| |Type ofgoverning
document
(trust deed,
royal chanrer)||Para 1.25|Charity Commission
May 1992|||Scheme dated 27~|||| |How is the charity|||Unincorporated||association||||| |constituted?||Para 1.25|||||||| |(e.g unincorporated|||||||||| |association.
CIO)|||||||||| |Trustee selection methods|||Trustees should
number six|||||competent|| |including
details ofany||Para 1.25|persons: the Rector|||of|St Bartholomew's||| |constitutional
provisions|e.g.||Church,
Crewkerne;|||two churchwardens;|||| |election to post or name|of||one|councillor|(a nominated|||Trustee) and|| |any person or body entitled
J
lu aPPvll II Ul I'c vl I l lure|||two
VIIC|co-opted Trustees
~,I....
VIIICI, I UIICl Illy VCI|||(the Chairman
al
rl
Clllj.
I IIC Vlli||plus
CIC| |trustees|||corn|rise the Treasurer|||and|Clerk.|| |Additional
information|(optional)||||||||| |You ma
choose to include further statements|||where|relevant|about||||| |Policies and procedures
adopted for the induction||Para 1.51|New trustees
documentation||provided
with appropriate
and one-to-one guidance||||| |and training oftrustees|||||||||| |The charity's
organisational
A
auuuauic
clou ally Vr'luc&||Para 1.51|||||||| |network
with which the|||||||||| |charity works|||||||||| |Relationship
with any related
parties||Para 1.51|||||||| |Orha r|||||||||| ## ## |Charit|name|||The Robert|Bird Cotta e Homes Charit|Bird Cotta e Homes Charit|Bird Cotta e Homes Charit|||| |---|---|---|---|---|---|---|---|---|---|---| |Other name the charit|||uses|||||||| |Re istered charit||number||233341||||||| |Charity's|principal|address||NIA||||||| |||||r hsirmsn'r|vrrd, mr|'a r h|h Ctrcr t I|Irc nr|O|re| |||||TA18 7HR||||||| |ame|s ofthe charity tru|stees who manage the|charity||||| |---|---|---|---|---|---|---|---| ||Trustee name|Office lif any)|Dates acted ifnot for whole
ear|Name
to a|ofperson (or body) entitled
oint trustee
ifan||| ||J.McAlister|Co-Opted Trustee|14"September 2021 to||||| |||(Chairman)|current date||||| ||D. Wakeman|Nominated
Trustee||Crewkerne||Town|Council| ||Rev C.J. Davis|Ex-Officio Trustee|13n January 2022 to||||| |||(Vicar, St|current date||||| |||Bartho)omew's|||||| |||Church)|||||| ||P. Smith|Ex-Officio Trustee|||||| |||(Churchwarden)|||||| ||C. Newman|Ex-Officio Trustee|||||| |||(Churchwarden)|||||| ||G.Atkinson|Officer (Treasurer)|14n September 2021 to||||| ||||current date||||| ||G. Clotworthy|Officer (Clerk)|14n September 2021 to||||| ||||current date||||| ||P. Wingrave-|Co-opted Trustee|Retired 14sSeptember||||| ||Newell||2021||||| |10|||||||| |12|||||||| |13|||||||| |15|||||||| |16|||||||| |17|||||||| |18|||||||| |Funds held as custodian|Funds held as custodian|trustees on behalf ofothers| |---|---|---| |Description
ofthe assets||N/A| |held in this capacity||| |Name and objects ofthe||| |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||| |IIofTI tile cllaf dy s OWil||| |assets||| ## |Names an|d addresses ofadv|isers (Optional
information)||| |---|---|---|---|---| |Type of|Name|Address||| |adviser||||| |Name of|chief executive or names ofsenior staff members||(Optional|information)| ## ## ## ## ## |||||RE E||||20 I||2000||||||||2021| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |14289||Rent Conbibu5ons|||||14518.52|||427|Caroline Sysbtm||||||426.40|| |585||Piper Caroline System|||||426.41|||2218|Water Rates||||||2189.53|| |192||Rewderll|repair cmri aanblbuSan||||0.00|||4799
53|Repsim to Propwty
Csrbrle Rssldsrrl Rsfurld|||||16407.63
0.00||| |||||||||14942.93||854|Insurance||||||878.60|19882.18| |||LrrgtSSSUggggbt||||||||||||||||| |44||Common|Investment||Fund Shares|||||||||||||| |||NAAICharily||Mulb Assai||||||||||||||| |12265||Common|Invesbnent||Fund Shares||11309.18|||||||||||| |||HSBC Bank Pic:||||||||||||||||| |4
240||Money Manager Account Interest
Na5onel Savings Bank Interest|||||0.20
217.62|11571.86||250|QISEESSSlsjlbSB
Chrisbnas
Ggls for Residents||||||250.00|| |||||||||||450|Clerk'4 Scurry|||||||| |||||||||||450
0
140|Treasure'9
Salary
Hire of Hall far Meetings
Nalkxurl~af||Almsllousss||||500.00
0.00
142.00|| |||||||||||0|Ctmlrman's
Expenses||||||0.00|| |||||||||||57|Clerk's Expenses||||||28.79|| |||||||||||28|Trsrnumrs
Expwlsss||||||20.44|| |||||||||||70|Auditors Fee||||||100.00|| |||||||||||||||||||1541.23| |27599||TOTAL RECEIPTS||||||28514.79||9794|TOTAL PAYMENTS|||||||21423.39| |||||||||||17805|v&c Sufplus Last Year|||||||| ||||||||||||SURPLUS This Year||v&s|||||S,OSIAO| |27599||||||||~228 514.79||27599||||||||| |||||||||CE|HEET||A GUST
21|||||||| |IIF||||||||||||||||||| |6onal Savings Bank||||Investment|Account|||30227.13|||N96orlel Savings Bsnk||Irrvesbrlerlt||Accourri|||30444.75| |39IxBM|I|LPPr|||||||||EBQQJBISILELC;|||||||| |ommunity
Account
oney Manager Account
.88 Common
Investment
Fund|||||Income Shams|||13854.08
1809.44
1453.43|||Community
Account
Money Manager Account
85.68 Common Invssblent|||Fund|Income Shares|||6012.72
1809.64
1680.32| |36.836
mmon|Accumulation
UrNs af NAA/Cherhy
Investment
Fund||||||Mubi Assai|278826.58|||3336.838Accumulason
Units ofCharily
Common
Investment
Fund|||||Mui6 Asset||340458.71| |psrty Impavsmsnn||||||||46199.03||||||||||| |||||||||370169.69||||||||||| |D Surplus forthe year||||||||5091.40|||Bfought Forward
Addlbons||||||46199.03
0.00|48199.03| |D Increase
in Value||||ofCommon||Invssbnent|Shares|226.89||||||||||426603.I7| |D Increase in value||||ol NAACIF|Shares|||52320.95||||||||||0.00| |ESS2020||Creditors|paid|||||-I205.76||||||||||| |||||||||~2428 803.17||||||||||| |addnon|tothe items|||shown an|the above Balance Sheet ths Trust isthe owner||||ofFive|Freehold|Bungalows,
Nos. 2, 3,6,7 Ii||8 Birds Close|||||| |ewkeme||Somerset|TAIS 8BQ|||||||||||||||| ||||||||||||AUDITED AND FOUND CORRECT|||||||| ||||||||||||In accordance wnl ths||dacumenn|||||| |R Raid|||||||||||pradlrcsd
Io tria.|||||||| |esurer||||||||||||||||||| |Oek Drive||||||||||||||||||| |swkems||||||||||||||||||| |merset|||||||||||G H Creech
FCILEx||Retd|||26th August 2021||| |A187DN||||20th August||2021||||||||||||| ||||||||||||Weslgete 4Fairsekl|Crswkeme|||Somerset||TAIS SBU|| |8
Na
I2
C
M
85
33
Co
Pm
AD
AD
AD
L|CE
HEET
IIF
6onal Savings Bank Investment
Account
39IxBMILPPr
ommunity
Account
oney Manager Account
.88 Common
Investment
Fund Income Shams
36.836 Accumulation
UrNs af NAA/Cherhy
Mubi Assai
mmon
Investment
Fund
30227.13
13854.08
1809.44
1453.43
278826.58
psrty Impavsmsnn
46199.03
370169.69
D Surplus forthe year
D Increase
in Value ofCommon
Invssbnent
Shares
D Increase in value ol NAACIF Shares
ESS2020 Creditors paid
5091.40
226.89
52320.95
-I205.76
~2428 803.17| |---|---| ## ## |||||RE E||||20 I||2000||||||||2021| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |14289||Rent Conbibu5ons|||||14518.52|||427|Caroline Sysbtm||||||426.40|| |585||Piper Caroline System|||||426.41|||2218|Water Rates||||||2189.53|| |192||Rewderll|repair cmri aanblbuSan||||0.00|||4799
53|Repsim to Propwty
Csrbrle Rssldsrrl Rsfurld|||||16407.63
0.00||| |||||||||14942.93||854|Insurance||||||878.60|19882.18| |||LrrgtSSSUggggbt||||||||||||||||| |44||Common|Investment||Fund Shares|||||||||||||| |||NAAICharily||Mulb Assai||||||||||||||| |12265||Common|Invesbnent||Fund Shares||11309.18|||||||||||| |||HSBC Bank Pic:||||||||||||||||| |4
240||Money Manager Account Interest
Na5onel Savings Bank Interest|||||0.20
217.62|11571.86||250|QISEESSSlsjlbSB
Chrisbnas
Ggls for Residents||||||250.00|| |||||||||||450|Clerk'4 Scurry|||||||| |||||||||||450
0
140|Treasure'9
Salary
Hire of Hall far Meetings
Nalkxurl~af||Almsllousss||||500.00
0.00
142.00|| |||||||||||0|Ctmlrman's
Expenses||||||0.00|| |||||||||||57|Clerk's Expenses||||||28.79|| |||||||||||28|Trsrnumrs
Expwlsss||||||20.44|| |||||||||||70|Auditors Fee||||||100.00|| |||||||||||||||||||1541.23| |27599||TOTAL RECEIPTS||||||28514.79||9794|TOTAL PAYMENTS|||||||21423.39| |||||||||||17805|v&c Sufplus Last Year|||||||| ||||||||||||SURPLUS This Year||v&s|||||S,OSIAO| |27599||||||||~228 514.79||27599||||||||| |||||||||CE|HEET||A GUST
21|||||||| |IIF||||||||||||||||||| |6onal Savings Bank||||Investment|Account|||30227.13|||N96orlel Savings Bsnk||Irrvesbrlerlt||Accourri|||30444.75| |39IxBM|I|LPPr|||||||||EBQQJBISILELC;|||||||| |ommunity
Account
oney Manager Account
.88 Common
Investment
Fund|||||Income Shams|||13854.08
1809.44
1453.43|||Community
Account
Money Manager Account
85.68 Common Invssblent|||Fund|Income Shares|||6012.72
1809.64
1680.32| |36.836
mmon|Accumulation
UrNs af NAA/Cherhy
Investment
Fund||||||Mubi Assai|278826.58|||3336.838Accumulason
Units ofCharily
Common
Investment
Fund|||||Mui6 Asset||340458.71| |psrty Impavsmsnn||||||||46199.03||||||||||| |||||||||370169.69||||||||||| |D Surplus forthe year||||||||5091.40|||Bfought Forward
Addlbons||||||46199.03
0.00|48199.03| |D Increase
in Value||||ofCommon||Invssbnent|Shares|226.89||||||||||426603.I7| |D Increase in value||||ol NAACIF|Shares|||52320.95||||||||||0.00| |ESS2020||Creditors|paid|||||-I205.76||||||||||| |||||||||~2428 803.17||||||||||| |addnon|tothe items|||shown an|the above Balance Sheet ths Trust isthe owner||||ofFive|Freehold|Bungalows,
Nos. 2, 3,6,7 Ii||8 Birds Close|||||| |ewkeme||Somerset|TAIS 8BQ|||||||||||||||| ||||||||||||AUDITED AND FOUND CORRECT|||||||| ||||||||||||In accordance wnl ths||dacumenn|||||| |R Raid|||||||||||pradlrcsd
Io tria.|||||||| |esurer||||||||||||||||||| |Oek Drive||||||||||||||||||| |swkems||||||||||||||||||| |merset|||||||||||G H Creech
FCILEx||Retd|||26th August 2021||| |A187DN||||20th August||2021||||||||||||| ||||||||||||Weslgete 4Fairsekl|Crswkeme|||Somerset||TAIS SBU|| |8
Na
I2
C
M
85
33
Co
Pm
AD
AD
AD
L|CE
HEET
IIF
6onal Savings Bank Investment
Account
39IxBMILPPr
ommunity
Account
oney Manager Account
.88 Common
Investment
Fund Income Shams
36.836 Accumulation
UrNs af NAA/Cherhy
Mubi Assai
mmon
Investment
Fund
30227.13
13854.08
1809.44
1453.43
278826.58
psrty Impavsmsnn
46199.03
370169.69
D Surplus forthe year
D Increase
in Value ofCommon
Invssbnent
Shares
D Increase in value ol NAACIF Shares
ESS2020 Creditors paid
5091.40
226.89
52320.95
-I205.76
~2428 803.17| |---|---|