CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 8th Augus(2021 Period start date To 7th August. 2022 Period end date Charity name: Robert Bird Cottage Homes Charity Charity registration number: 233341 Objectives and Activities SORP refefeN Summary of the purposes of the charity as set out in its governing document The provision, maintenance and upkeep of 5 alms-houses, located in Birds Close, Crewkeme, Somerset TA18 8BQ Para 1.17 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. Ensure that the alms-houses are kept in a good state of repair and that all tenants are abiding by the temis of their respective leases_ Follow-up on any building defecls or defects reported by tenants. Coordinate any repairs or maintenance work required, partnering with approved local tradesman 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. Para 1.17 and 1_19 Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit PaT31.18 The trustees had regard to the guidance issued by the Charity Commission on public benefrt. Additional infonnation loptional) You ma choose to include further statements where relevant aboul.. SORP ieteren Policy on grant making Para 1.38 Policy on social investment including program related investmerrt Para 1.38 Contribution made by volunteers Para 1.38 Other
Achievements and Perfonnance SORP Summary of the main achievements of the chaiity. identifying the differ8nce the charity's wort< has made to the circumStanS of its beneficiaries and any wider benefits to socièty as a whol8. Alms-house residents are typically from Iow-inwme backgrounds an(Vor residents who are potentially Vulnerab and may need additional supFM)rt. P¥a 1.20 Annual building surveys were rrIed out in July 2022, with defects and required repairs noted. Repair works wntracted out to approved kjcal supplieTslbadesmen. Tenants are responsible for intemal decorationlmaintenance and outside spacelgardens.. tsvo were asked to make minor improvementslaltemations. in line with their tems of their resp8Ctive aseS. Additional information (optional) You ma choose to include further statenEnts where relevant aboLrt: Achievements against Obiedives met objectives set Pwa T.41 PerfOrrnan of fundraising activities against objedivès set WA P*y 1.41 Investrnent performant against objectives Pwa 1.41 Objecaives rret
Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves stating why they are held Para 1.21 The Charty's finanal position is sound Reserves are held for.. 1. Cyclical maintenance fund 2. Extraordinary repair fund Para 1.22 Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charily continuing as a going conrn Para 1.22 £381.473 NIA Para 1.22 NIA Para 1.24 NIA Para 1.23 Additional infonnation (optional) You ma choose to include further statements where relevant about: The charity's principal sources of funds (including any fundraising) Para 1.47 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 Olher
Structure, Governance and Management Description of charity's trusts.. Type of goveming document Para 1.25 CharTty Commission Scheme dated 2 May 1992 Unincorporaled association How is the ¢harrty conslituted? Parn 1.25 Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled lo appoint one or more Irustees Trustees should number six competent persons". the Rector of St Bartholomew's Church, Crewkeme., two churchwardens., one councillor (a nominated Trustee} and two c<>opted Trustees {the Chairman plus one other, currently vacant) The OffirS com rise the Treasurer and Clerk. Para 1.25 Additional Infonnation {optional) You ma choose to include further statements where relevant about.. Policies and procedures New trustees provided with appropriate adopted for the induction documentation and on&tO-one guidan and training of trustees Pata 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Chari name Other name the chari uses istered charit number Charity's principal address The Robert Bird Cotta e Homes Charit 233341 NIA Chaimian's address: 3 Church Street. Crewkeme, Somerset TA18 7HR
Names of the charity trustees who manage the charity Dates aeted rf rK>t for whole ear Tru$tee rne Office Irf any) Name of person lor body) entiued Otrjt trustee ifan J. McAlister Co-opted Trustee (Chaiman) Nominated Trustee D. Wakeman Crewkerne Town Council Rev C. J. Davis EX-Offio Trustee (Vicar. St Bartholomew's Church) Ex-officio Trustee (Churchwarden) Ex-officio Trustee (Churchwarden) Officer ffreasurer) Officer (Clerk) Co-opted Trustee P. Smrf(h C. Newman G. Atkinson G. Clotworthy P. Wingrave- Newell Retired 14 September 2021 10 12 13 14 15 16 17 18 orate trustees - names of the directors at the date the re Director n8me rtwasa roved Name of trustees holding trtle to property telonging to the chartty Tru¥tee name Dates acted rf not forTAthole ear
Funds held as custodian trustees on behalf of others Description of the assets NIA held in this Capacity Name and objects of the chanty on whose behalf the assets are held and how this falls within the custodian charity's objects Details of arrangements for safe Gustody and segregation of such assets from the charity's own asset5 Additional infomiation (optlonal) Names and addresses of advisers (Optional infomiation) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional infom7ation) Exemptions from disclosure Reason for non4isclosure of ke rsonnel details Other o tional information
Declarations The trustees declare that they have approved the trustsès. report above. Signed on behalf of th• charitys trustees Signatur¢(s) Full name{s) Position (eg Secretary, Chair. etG) James patri McAlister Geoffrey Robert Alkinson Chairman Treasurer Date 23rd May, 2023
ROBERT BIRDS COThAGE HCVAES ACCOUNTS
F*xThe Ytsar Ended 7 August 2022 Contents Trust Detai15 Independent Examinerfs Report Receipts and PaymeEts Balance Sheet Notes to the Accoyrtts
Tntst D8ts11s FyThe Year ÉndJ 7 AW 2022 Charity Registration nber. 233341 Trust. J. McAli5ter l¢lwirmanl D. Wakeman Rev. Ca DJ P. Smith
For The Year EndBd 7 Auyust 2022 I report to the chanty trustees on my examinaih)n ottne arLounts ot the Tn¥st torthe yearerkw mAugust 2022. ResponsibilÉli8s and basi8 of report As the chanty's tFU5tees. you are le5rK8th IoFthe pryarthl Ofb agxwnts hl the ofts Char0$Act 2011 llhe Ad'l. I report in SpeCt of my examinatth ofyoLir thafflys axourts a5 car4 oul UEwr Sects 145 ofthe 2011 AL. In ¢aMw"ng out my eXaMinatn, I have followed all Ihe appllcabkn Dawt$ gNen by Ch8Fity Ccrfrmssw 145(5Kbl oflhe 2011 Art Indendent examinorfs statement I have cornpleted rny exaltiOn. I C4)nkn that M mri81 rrwtters ha¥e cow to Thry atterfWJll Ix)nnÈdion h tha 8xarnat¥Jti whth gN8 m8 cau88 to believe thal in £ny mBlerial rtspec". The atL¢urtling rerdS not kept a¢¢tha h geLon 130 oftre Chattrs Prt or the accounts do not au¥Fd with such recoT¢ls". OT the attounts do not cornpty with ts appliGqb ac£wnliryJ }rKlg the form ar¥J CQTrtent of8(x%unls set in the ChErit5 (Accounts and R8POrtsl R8guktiOn5 2tKIg otlwthaft any Tequtr8rnert that accounts gwe a and fairf vw which i8 rtot a z)r nS&Jer•I as part ofan llKlepethrt eXThr. I have no cnn¢rnS and have corne acffjss no othei matters in COTr th tke examinatioTr lowhrth attention shoukl ty8 drawn in th report in ordor to eTrable 8 proper understanding ofthe ao>wnts to be reas. Signed.. Mr G.H. Ct8ech Address". 4 Faiffield Crewkeme Softtset TA18 88U LÉ ,II£Lfirti).Ai l• IL
Robert Birds Cd12ge H&nes Receipts and Payments Accourt For The Year Ended 7 August 2022 2022 2021 Prop8rty Income Rents receDiab Careline System o)ntributkMs 14,747 426 14.517 426 15,173 14.943 Investment Income COIF Investrnent Fund dNidends M&G Murti Asset Fur divK1ends 45 11,309 218 11.278 NS&I InvestntA{X0Ufit interest HSBC Deposit Accourrt interest 28.501 26,515 ExPendIre Careline Systern Water rates Repairs and maintenanr Premises insurance Christmas Gffts foT Re5Klents Cketk's Salary Treasurer's Salary National AssouatioTr OfA1h0USes Chairman's Expenses Clerks ExnSeS Toa5urerfs Expenses Auditols Fee Bank tharg8S 426 2.230 1.015 426 2,170 16,408 879 50D 5CQ 142 146 2LK) 20 42 6.551 21,424 NET SURPLUS 19,950 5,091
Balance Sheet As 817 August 2022 ZOZ2 ZDZI FIXED ASS5 Investments 351.025 46.199 342.137 46.199 Tangible Assets 397.224 388.336 CURRENT ASSErs NS&I Investment Accourt HSBC Bank Ac£ounts 30,445 7,8 16.491 46.939 38.267 CURRENT LSABILrfiES NET CURRENT ASSETS 38.267 ASSETS 444,163 426.603 RESERVES Balance at 8 August 2021 Net SurplusllD8fiatl for the year 426.603 17.560 370,170 56,433 Balance Carried FoThvard 4M,183 426.603 This Balance Sheet and 8crorroanying Recewts aAJ have beers Irrffi the bL*ths and rits Oft Chanty sne[l." ..G.R. Atkitwn Treasurer Purcross Wayford Clewkerne Swrset TA18 8QI Date.. LS
Robert Bird5 Cotlage Hunes Notos to the Accounts ForThe Year Ended 7 AUW %J22 1. Accounting Policy These attounts have been wepared on a recwpls and paynrAs basi4 in arxJrdan wlh tharty OrAntir¥j and reporbng requIrents. 2. Inv85tments &G Mult Asset Fund COIF Investsn¢n¢ Fund Total Market Value As at 8 August 2021 Income Added Capitsl Value Movements 340.457 11.278 12.3721 1,880 342,137 11.278 12,3901 As at 7 August 2022 349,363 351.025 Net Book Value As at 7 August 2022 349.363 1,662 351.025 As at 8 August 2021 340.457 1,680 342,137 Invtttsnents are stated at market ¥alue. M&G Charity Multi A55et FuThJ cotnprise5 3336.836 AccwDuL4tion wits. COIF Charities Investm&ni Fund oryri5e5 85.66 IrKrffie uniL8. 3. Tangible Assets Property Improvements Cost As at 8 August 2021 46,199 As at 7 August 2022 46.199 Not B¢)ok Value As at 7 August 2022 46.199 As at 8 August 2021 46.199 The Trust owns the freeho interest in fve bungally, 2.3.6.7 & 8 Birds Cktse. TA18 8BQ. Title to the propetties $ vested in the Offi¢ol Custth1kqn for Charities on tehalfof Ihe trust No value Is attribut8d to the freew interest in these accounts. 4. Reserves Extwaowdinary Gera1 Repalr Fund Reserve Fund Total As 2t 8 August 2021 Investrn8nt Value Moverngnts in Year Income Su1$1(DeI1} 340.457 12,3ni 11.278 86.146 1181 426.603 I2,3) 19.950 As at 7 Awust 2022 349.363 444,163