CHARITY COMMISSION FOR ENGLANO AND WALES Trustees, Annual Report for the period From 8th Auguat. 2023 Perlod start dats To Pi August, 2024 Porlod end dat• Charlty name: Robert Bird Cottage Hornes Charty Charfty regljtratlon number: 233341 Objectives and Activiti88 SORP r•[•r¢• Summary of the purposes of the charity as set out in its governing document The provision, maintenance and upkeep of S alms-houses, located in Bird8 Close, Crewkeme. Somerset TA18 8BQ P•rn 1.17 Summary oflhe main activrties in relation to those purposes for the public benefit, in particular, the activities. projects or seNices identified in the account8. Ensure that Ihe alms-houses are kept in good state of repair and that all tenants are abiding by the temis of their respective leas88. Follow-up on any building defects or defects reported by tenant8. Coordinate any repairs or maintenance work required. partnering with approved local tradesman and ensure works are carri8d out lo high standard. Mainlain good working relationship wrth all tenants, with a view to their general health and well-boing. Plrn 1.17 1TrJ 1.19 Statement confirming whelher the trustees have had regard to the guidance Issued by the Charty Commission on public benefrt P•r• 1.10 The trustees had regard to the guidance issued by the Chanty Commission on public benefft. Addltoonal Informallon {optlonal) You ma choose to indude further statements where relevant aboui.. SORP retsYenc• Policy on grant making P¥rg 1.38 Policy on social investment including program related Investment P•rn136 Contribution Made by volunteers Parn 1.38 Other
Achlevements and Perfomiance Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its eneficiaries and any wider benefits to society as a whole. Alms-house residents are tyycally from low-income backgrounds andlor residents who are potentially vulnerable and may need additional support. Pw• 1.>) Annual building surveys were carried out in eady July 2024. wth minor Works and required repairs noted. Repair works contracted out to approved local suppliersltradesmen. Resid8nl8 are responsible for internal upkeep and outside Spacelgardens. Almshouse asstxiation recomm8nded that intemal maintenan¢eldecoration should now be covered by the chanty. effective as of 2025. Addltlonal Inforniatlon (optlonal) You ma choose lo include further statements where relevant about.. Achievements againsl Objeclives mel objectives set P•r• 1.41 Perfomiance of fundraising activitie8 against objectives Set NIA Pw• 1.41 Investment P8rfomiance against objeclives Objectives met P•r¥ 141 Other
Financial Review Review of the charity's financial position at the end of the eriod Statement explaining Ihe policy for holding reserves slating why they are held The chanty's financial posrtion is sound Para 1.21 Reserves are held for.. 1. Cyclical maintenance fund 2. Extraordinary repair fund P•ra 1.22 Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern P¥r¥ 1.22 £440,785 NIA Pirn 1.22 NIA P*m 1.24 NIA Para 1.23 Addltlonal Infomiatlon (optlon•l) You ma choose to include further statements where relevant about: The chanty's principal Sources of funds (including any fundraisin9) Parn 1.47 Investment policy and objectives including any social investment policy adopted A de8¢riPtion of the principal ri8k8 facing tha charity Pirn 1.48 Other
Structure, Governance and Management Description of charity's trusts.. Type of goveming document Parn 1.25 Charrty Commission Scheme dated 27th May 1992 Unincorporated association How is the charity constituted? )rp Par4 1.25 Trustee selection methods including details of any constitutional provisions e. election to post or name of any person or body enlitied to appoint one or more trustees Trustees should number six competent persons.. the Rector of St Bartholomew's Church, Crewkeme,. churchwardens; one councillor la nominated Trustee} and two c(Fopted Truslees (the Chairrnan plus one other, Currently vacantl. The Officers com risè the Tr8a3urer and Clerk. P•r¥ 1.25 Addltional Infom)atlon (optlonal) You ma choose to include further statements where relevant about.. Policies and procedure8 New tnJstee$ provided with appropriate adopted for the induction documentation and ontrtowone guidance and training of tru8tee8 P•r• 1.51 The charity's organisational structure and any wider neOrk with which the charity works rn 1.s1 Relationship with any related parties P•Tr 1.51 Other Reference and Admlnlstratlve detalls Charit name Other name the chari US88 Re istered chari number Charity's pnn¢ipal address The Robert Bird Cotta e Homes Charit 233341 NIA Chairman's address.. 3 Church Street, Crewkeme, Somerset TA18 7HR
Funds held as custodian trustees on behalf of others Description of the assets NIA held in this rapacity Name and objecls of the charity on whose behalf the assets are h8ld and how this falls within the custodian tharity'8 objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Addltlon•l Infomiatlon (optlonal) Nam•• and •ddr••••• of advl••r• (Optional Infomi•tlon> Typg of Name Addrms advl••r Name of chlof 6xecutlv• or name• of 8enlor staff memb6rn Ioptlonal Inforniatlon) Exemptions from dlsclosure Reason for non4isclosure of ke rsonnel details Other o tional infonnation
Names of the charity trustses who manage the charlty Tru8t•o nam• Offlco lff any) Nam• of pr•on lor body) entjtled Int tru•t•• If*n J. MG41ist8r Co-opted Trustee Ichaimianl Nominated Trustee D. Wakeman 8 August 2023 - 5 February 2024 Crewkerne T¢)wn Council Rev C J. Davi$ Ex-offiao TnJstee (Vicar, St Bartholomew's Church) Ex-offiao Trustee IChurchward8n) Ex-OfficAO Trustee (Churchwarden) Nominated Tw$tee P. Smrth K. Province C. Rawe 20 May 2024- 7 August 2024 Crewkerne Town Council G. Atkingon G. Clotmorthy Officer (Treasurer) oiricer (Clerk) 10 12 13 14 15 16 17 18 Cor orat8 trustee8- names of the diredors at the date the re Dir•ctor n•m• rtwasa roved Name of trustees holding tille to property belonging to the charity Trv•t•• nam• O•te• a¢t•d If not for whol•
Declarations The trusto•8 declare that they have approved the trustoos. report al)ove. Slgned on behalf of the charity's tru Slgnaturo1$) Full namels) Posltlon leg Socrotary, Chalr, etc) James Patrick MGAli$ter Geoffrey Robert Atkinson Chaimian Treasurer Date 12th May. 2025
1108EftT BIRDS CoAGE MOMES ACCOUt4TS FOR THE YEAR ENDÉD 7 AUGUST 2024
Robert Blrd• Cattage HITh Contsnts ofth• Accounts For Th¢ Year Endgd 7 Augu•¢ ZQ24 Pa Trust Detsi R•c•lpts and Paynxnts Account Bolonco Sheet Note$ to I1*Aonts
Trust Detslls For Th? Ywr Endfjd 7 2014 Ch•dty R•gl•tr•Uon nwnl>•r. 233341 Tru•te•A.' J. McAli•i•r IChalrrn•nl D. Wak8man IrMlgn•d S F•lxuMy 20241 R•¥. C.J Oavl r•P.Sm K. Provlnco C. Ra* l•ppdrthd 20 Mty 20241
Rob•rt Blfd• Cottag• Hom IndeF4ndent Exafflino¥ R•port For Th• Y••r End 7 AUW 2024 I r•portio th¢ kartty trustws on my •mmatron d the axourts oftho TNst forthe y•areld nh Auguit 2024. R••pon•lbllltlM and ba•1• of r•port Al th• tharty's trustw8, •rn ro5wvJ1kn for tho prat oflho am)unl8 in 8c£gJrdanrst the rtyuirernrrts oftho Chilit5 Aci 2011 nho I report In r•iFrtt of rry ex•w4n•tKin of your ¢h•rty? •• cnr1• ufid8raw)n 145 oftr 2011 Ad. In rryIng Out rny w•nyn•tion, I hJv• follow All thè 4)plicable D5r0dlIs gN•n by th• Chanty urKr 145(5)(bl 01th0 2011 Ad. Independent •x•mlrffj¢8 •1ot•mont I hAve cornpd my examination l eODffim)ttAI no M•1 m•tt•rn hw• o)n¥J to my •tt•rtiw conrwcbon thè •xMinalknn whkh giwe rm lo t•llev• that. In any mater1 rewoct. Th• accounting records •re I1 kept in ttsd8r É•clKift 130 oltN• Chantw or the 8ttounts do not act0 wrth su¢h wNOs,' or the 8ccounts do not eomply wrth Ihe 8pplKobb •KourW rwunffnts corm1 tm lom contem of¥ccounts wt In thg Charit¥Js IAtcounts ond R•portsl Re9UL91 2008 otherthan ty wuw•ffni th•t leuntI •'ln ¥wwhicM i# not a matt•r consthred a part of4ft Ir0ndent examinatvJTr. I h4¥0 no ¢oncm• •nd hivé corn• no oth•r Matt ift ty)nr•¢th)n wilh th• •xAminatk>Th to att•ntion •houbJ t• drwn ir thii r•port in erd•r io on•blD • proper und•rntsfiding olthe a¢xowts to b• r••rlwd. SbJntrJ.' MrG.H. Addr•$8. 4 F4irthJ CM%*rferne Som•rs•t TA18 88U JAI tXFcvTiv D•t•".
Rob•rt Blrd¥ CotlJg• Recw"pts •nd P4yments AGcourt For Th• Ywr Entsd 7 Augu•t 2024 2023 ProiMty In¢om• Contributions trorn re8hl•nts Coreline System contnbutions 14.853 14.89 429 14,962 15.324 Invotm•nt IrKoffl• COIF Inv88lm8nt Fund M&G Mutti AM8t Fut)d dNthnds WS&l Investrnenl Ac£ounl int8rBst COIF Depo$il Fund Inter•Jt HSBC D¢pOS AUnt inter• 47 14,774 47 13,484 85 407 31,932 29,359 Exp•ndllurn ¢•Ile Sy•t•m Ir•fvndl Water r•l•$ R•p8iri and m•int•n•n Pr•me• inBurnnr ChriitmAB Gnts for R••kl•nts Cknrk'$ S•lgry Tre¥surerfi SIry National Amocjatlon ofAhrnhowJ Chglfm8n'8 Exp•n Cknrk's Exn5 Tre•$ure¢• Exp•n A¢u1• Ex•minof8 F 8onk ch8rg81 12221 525 2,415 2,522 12.817 250 $40 $40 230 540 340 153 100 67 67 18.293 8,230 NET SURPLUS 15.639 71.129
Rob•rt 81rth Cottg• Balane• Shoèt A• a¢ 7 A1 2024 2024 2023 FIXED ASSETS Inva$tments Tangible Assets 398.264 46,199 356,644 46,199 444,483 402.843 CURRENT A88ET8 COIF PoSit knunt HSBC BAnk AlUntr 42.521 12.928 40,407 14,177 CURRENT LIABILITIES NET CURRENT ASSETS 66.449 64.504 NET ASSET8 499.912 457,427 RESERVES B•l•nco •t 8 Augult 2023 t sulu{DO1tttI fof th• y•ar 457,427 42,485 444.163 13,264 B4l•nc• CArnl•d ForId 499,912 457.427 Th B•l•nc4 Sh••1 ¥r¥J 0g>yrwnyitvJ R•c•lFts r P•ynnts A(¥•uTht b) prnMrnd Irrm th• book• •nd revJrd• ol lh• ¢h¥rtty Sn•d. Tr•4•ur•r AddMIi'. Purero88 Woyford Crewkor Sonkryrwt TA18 8aL
Robert Blrth Cott¥g• Notss to th8 Accounts FvTl Y•ar Endgd 7 Augutst 1. A¢¢•untln4 Pollcy These 8ccounts have been pr•p•r•d on • •fid p•yrYwxo • in •o>ydanL chaty Kwjnting and rwibng r•]uirBm•nt•. 2. Inv•8kn•nt• M&G Muttb COIF In¥88trn•nt Fund A•Mt FurKI Totsl IAafk•t Valuty A¥ at 8 AugUSI 2023 Inconw Added CAprtal Value thJ¥•ménts 355,023 14.774 26.746 356.644 14.774 AB qt 7 Auous12024 395.543 1,721 398,284 Nrt Book Vilu• A8 •t 7 Augu•t 2024 39S.543 1,721 39e,284 A• •t 8 Augu•l 2023 3Y.023 1.621 386.644 In¥¥tm•nli ar• stat at mark•l ¥¥lu•. M&G Chgrty Mutti AJ801 Fund compriM• 3336 836Acoxnukntth COIF chor81 Inv••tnt Fund 8508 unro. 3. Tanylbl• A•••t• Prtsp•rty Imwov•m•nl• ¢t Al 118 Auguit 2023 AB At 7 Augu•l 2024 48,199 46.199 N•¢ Book V•lu• A• at 7 AUl1 2024 48.199 As at 8 Augu•t 2023 Th• Twit oro thfr Irt•hO inl•rn8t In fv• 2.3,6.7 & 8 Ckne. Crewk•m TA18 8BQ TilK• to the proptsrt ¥J vested in Ihe Offici•l Cuslr>Jian kn Ch4rit¥x on b•hAtt ol th• try•t•. No v•lue 18 attritsA•d lo th• fre•hohJ int•rn* in ltte•• 48.199 4. R•8•Th•• G•Mrnl R•up4• Fund R•p•lr FuThl Totsl A• al 8 Auoust 2023 Investrnent V8luè In Year Inco? Surplu¥lOeficrti 355.023 26,746 14,774 102.404 100 457,427 15.639 As at 7 Augu•i 2024 390,543 103,369 499,912