2023-08-07-accounts - Robert Bird Cottage Homes Charity

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				SORP referenne
Summary ofthe purposes the charity as set out in its			of	Para 1.17	The provision, maintenance snd upkeep of 5alms-houses, located in Birds Close,
governing	document				Crewkeme, Somerset TA18 8BQ
Summary activities	ofthe main in relation to those			Pars 1.17and 1.18	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 sny building defects
acbvities,	projects or				or defects rspoted by tenants. Coordinate
services identified in		the			any repairs or maintenance work required,
accounts.					partnering with approved locai tradesman
					and ensure works are cerned out to high
					standard. Maintain good working
					relationship with all tenants, with a view to
					their general health and wellMing.
Statement confirming whether the trustees		have		Pare 1.18	The trustees had regard to the guidance issued by the Charity Commission on
had regard to the guidance					public benefit.
issued by	the Charity
Commission on public
benefit

			6ORP rsarrsres
Summary ofthe main				Alma-house residents are typically			from
achievements of	the charity,			low-income backgrounds		and/or residents
identifying the difference the charity's work has made to			Pars 1.20	who are potentially vuirierable and need additional support,			may
ths circumstances	ofits
beneficiaries and	any wkler			Annual building	surveys	were carried		Cut In
benefits to society as a				July 2023, with	defects and required			repairs
whole,				noted. Repair works contracted out				to
				approved local	suppliers/tradesmen.
				Tenants are responsible		for internal
				decoration/maintenarice		snd outside
				space/gardens:	two were asked to		make
				minor improvements/attematlons,			in	line
				with their terms	oftheir respective		leases.
Additional Information		(optional)
You ms choose to Include further statements				where rekrvant about;
Achievements against				Objectives met
objectives set			Pars 1A1
Performance offundraising
activities against	objecth/es,		Pars 1.41
set
Investment pe against objectives	manes		Para C41	Objectives met
Other

Financial Review	Financial Review
Review ofthe charity's lfnancial position stthe encl		Para 1.21	The charity's	financial	position is sound
ofthe erlod
Statement explaining the policy for holding reserves		Para 1.22	Reserves are held hlr: 1. Cyclical maintenance			fund
stating why they are held			2. Extraordinary		repair fund
Amount of reserves held		Para 122	K397 Q51
Reasons for holding zero reserves		Para 1.22	N/A
Details o fund materially deficit	in	Para 124	N/A
Explanation of any uncertainties about the		Para 1.22	N/A
charity continuing as a going
concelTl

Additiorial Information	(optional)
You ma choose to include	rther statements	where relevant	about;
The charity's principal
sources offunds (induding	Para 1sT
any fundraising)
Investment policy and
objectives including any	Para 146
social investment policy
adopted
A description ofthe principal
risks facirrg tbe chalfty

Description ofcharity's
trusts:
Type of governing document		Pars 1.25	Charity Commission May 1992		Scheme dated 27"
How is the charity			Unincorporated	association
constituted'7		Para 1.25
Trustee selection methods			Trustees should number six compelsnt
including details ofany		Para 1.25	persons: the Rector		of	StBartholomew's
constitutional provisions	e.g.		Church, Crewkeme;		two churchwardens;
election to post or name	of		one councillor	(a nominated			Trustee) and
any person or body entitled			two co-opted	Trustees		(the	Chairman	plus
to appoint one or more			one other, cunentiy		vacant).		The 0(flcers
trustees			corn ise ths Treasurer			snd	Clerk.
Additional information	(optional)
You ma choose to include further statements			where relevant	about
Policies and procedures adopted for the induction		Para 1.51	Nsw trustees documentation	provided with appropriate and one-~ne guidance
and training oftrustees
The charity'5 organisational structure snd any wider		Para 1.51
network with which the
charity works
Relationship with any related
parties

ame	s ofthe.charity tru	stees who manage the	charity
	Trustee name	Dfffoe iifsny)	Dates sated Ifnot forwhale	Name to	ofperson ior body) enseed Inttrustee If,
	J.McAlister	Co-Opted Trustee
		(Chairman)
	D. Wakaman	Nominated Trustee		Crewkeme		Town	Council
	Rev C.J.Davis	Ex-Officio Trustee
		(Vicar, St
		Bartholomew's
		Church)
	P.Smith	Ex-Qfffcfc Trustee
		(Churchwarden)
	C. Newman	Ex-Officfo Trustee	8n August 2022-27
		(Churchwarden)	May, 2023
	K. Province	Ex Officio Trustee	28a May-7aAugust
		(Churcftwsrd en)	2023
7	G, Atkinson	Officer (Treasurer)
8	G, Clotworthy	Officer (Clerk)
9
10
11
12
13
14
15
18
17
18

Property Inconw Rents~			14,896		14,747
Carallna System contrlbutlons			429		425
l~ Income			15n324		15,173
COIF Invesbnsnt Fund dlvldends			47		46
M8G MuN Asset Fund dkddends			13,484		11,278
N881 Investmant Account Inkmwt			85		3
COIF Deposit Fund Intsewt
HSBC Deposit Aocount Interest			12
Expenditure
Caraane System				428
Water wise		2,415		2,230
Repairs and maintenance		2,622		1,015
Premises Insurance		1,118
Chrssnes Gifts for Rssdents		250		260
Qerk's Salary				640
Treasurer's Salary				640
National Assoeladcn	ofAlmshouses	153		148
Chairman's Expenses				200
CledCs Expenses				107
Treasurer' ~Expenses
Accoullts Examiner's	Fse	100		100
Bank cherpss		87		42
			8,230		6,561
NET SIIRPLUS			21,129

.Acoounung Pogcy hese sorounN have boon	prepared on a recelras and ssynanus h	eel~ In accordance	wlh cbargy axrounung and		rsqukamsnl	~.
				COIF
			M843 Mukt Asset Fund	Invesnns Fund	nt
Market Value As st8August 2022			349,S83 1S,454		1,662	361,025 13,484
Incrxne Added Captud Value Movements			(7,824) S55,023		(41I 1,821	(7,865) 356,844
As at7August 2023
wor noon value			356,023		1,521
As at 7August 2023			349,383		1,662	351,025
InvasbnenN ere stated at MBQ Charky Multi Asset COIF CharMes Invastmsnt	market value. Fund comprises 3335.838Acctsrudeaon Fund comprises 86.68Insures unls.	units.

Property Inconw Rents~			14,896		14,747
Carallna System contrlbutlons			429		425
l~ Income			15n324		15,173
COIF Invesbnsnt Fund dlvldends			47		46
M8G MuN Asset Fund dkddends			13,484		11,278
N881 Investmant Account Inkmwt			85		3
COIF Deposit Fund Intsewt
HSBC Deposit Aocount Interest			12
Expenditure
Caraane System				428
Water wise		2,415		2,230
Repairs and maintenance		2,622		1,015
Premises Insurance		1,118
Chrssnes Gifts for Rssdents		250		260
Qerk's Salary				640
Treasurer's Salary				640
National Assoeladcn	ofAlmshouses	153		148
Chairman's Expenses				200
CledCs Expenses				107
Treasurer' ~Expenses
Accoullts Examiner's	Fse	100		100
Bank cherpss		87		42
			8,230		6,561
NET SIIRPLUS			21,129

.Acoounung Pogcy hese sorounN have boon	prepared on a recelras and ssynanus b	aal~ In accordance	wlh cbargy axrounung and		rsqukamsnl	~.
				COIF
			M843 Mukt Asset Fund	Invesnns Fund	nt
Market Value As st8August 2022			349,S83 1S,454		1,662	361,025 13,484
Incrxne Added Captud Value Movements			(7,824) S55,023		(41I 1,821	(7,865) 356,844
As at7August 2023
wor noon value			356,023		1,521
As at 7August 2023			349,383		1,662	351,025
InvasbnenN ere stated at MBQ Charky Multi Asset COIF CharMes Invastmsnt	market value. Fund comprises 3335.838Acctsrudeaon Fund comprises 86.68Insures unls.	units.