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 circumStan￿S 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 finan￿al 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
con￿rn
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 Offi￿rS
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-Offi￿o 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
F*yThe Year Énd*J 7 AW 2022
Charity Registration n￿ber.
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 le5rK￿8th IoFthe pryarthl Ofb￿ agxwnts hl the ofts* Char￿0$Act 2011 llhe
Ad'l.
I report in ￿SpeCt of my examinatth ofyoLir thafflys axourts a5 car￿4 oul UEw*r Sects￿ 145 ofthe 2011 AL*. In ¢aMw"ng out my eXaMinat￿n, I have
followed all Ihe appllcabkn Dawt￿$ gNen by Ch8Fity Ccrfrmssw 145(5Kbl oflhe 2011 Art
Inde￿ndent examinorfs statement
I have cornpleted rny exa￿l￿￿tiOn. I C4)nkn that M m*ri81 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 re￿rdS not kept ￿ a¢¢tha￿ **h geL*on 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 ￿}rK￿l￿g the form ar¥J CQTrtent of8(*x%unls set in the
ChErit￿5 (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 eX*Thr￿.
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
Soft*tset 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 Invest￿ntA{X0Ufit interest
HSBC Deposit Accourrt interest
28.501
26,515
ExPendI￿re
Careline Systern
Water rates
Repairs and maintenanr
Premises insurance
Christmas Gffts foT Re5Klents
Cketk's Salary
Treasurer's Salary
National AssouatioTr OfA1￿￿h0USes
Chairman's Expenses
Clerks Ex￿nSeS
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 ASS￿5
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
s￿ne[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 payn*rAs basi4 in ar*xJrdan￿ wlh tharty OrA￿ntir¥j and reporbng requIre￿nts.
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 Ge￿ra1
Repalr Fund
Reserve Fund
Total
As 2t 8 August 2021
Investrn8nt Value Moverngnts in Year
Income Su￿1￿$1(De￿I1}
340.457
12,3ni
11.278
86.146
1181
426.603
I2,3￿)
19.950
As at 7 Awust 2022
349.363
444,163