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
ne￿Ork 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 Co￿AGE 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*A￿o￿nts

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¢ k*artty trustws on my •m￿matron d the axourts oftho TNst forthe y•arel￿d nh Auguit 2024.
R••pon•lbllltlM and ba•1• of r•port
Al th• tharty's trustw8, •rn ro5wvJ￿1kn for tho p￿￿rat￿ oflho am)unl8 in 8c£gJrdanrst￿ the rtyuirernrrts oftho Chilit￿5 Aci 2011 nho
I report In r•iFrtt of rry ex•w4n•tKin of your ¢h•rty? •• cnr1￿• ufid8r*aw)n 145 oftr* 2011 Ad. In ￿rryIng Out rny w•nyn•tion, I hJv•
follow￿ All thè 4)plicable D5r0d￿lIs gN•n by th• Chanty urK*r 145(5)(bl 01th0 2011 Ad.
Independent •x•mlrffj¢8 •1ot•mont
I hAve cornp￿d my examination l eODffim)ttAI no M￿•￿1 m•tt•rn hw• o)n¥J to my •tt•rtiw ￿ conrwcbon thè •x*Minalknn whkh giwe rm
lo t•llev• that. In any mater*1 rewoct.
Th• accounting records •re I￿1 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 rwunff*nts cor￿*m1￿ tm lom contem of¥ccounts wt In thg
Charit¥Js IAtcounts ond R•portsl Re9UL91￿ 2008 otherthan *ty wuw•ff*ni th•t le￿untI •'ln* ¥wwhicM i# not
a matt•r consthred a part of4ft Ir0￿ndent examinatvJTr.
I h4¥0 no ¢onc*m• •nd hivé corn• no oth•r Matt￿ ift ty)nr•¢th)n wilh th• •xAminatk>Th to att•ntion •houbJ t• dr*wn 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 F4irt*hJ
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
Invo*tm•nt IrKoffl•
COIF Inv88lm8nt Fund
M&G Mutti AM8t Fut)d dNthnds
WS&l Investrnenl Ac£ounl int8rBst
COIF Depo$il Fund Inter•Jt
HSBC D¢pOS￿ A￿Unt inter•
47
14,774
47
13,484
85
407
31,932
29,359
Exp•ndllurn
¢•￿Il￿e Sy•t•m Ir•fvndl
Water r•l•$
R•p8iri and m•int•n•n
Pr•m*e• inBurnnr
ChriitmAB Gnts for R••kl•nts
Cknrk'$ S•lgry
Tre¥surerfi SI￿ry
National Amocjatlon ofAhrnhowJ
Chglfm8n'8 Exp•n
Cknrk's Ex￿n￿5
Tre•$ure¢• Exp•n
A¢￿u￿1• 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 Cott*g•
Balane• Shoèt
A• a¢ 7 A￿￿1 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 A￿lUntr
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 su￿lu￿{DO1tttI fof th• y•ar
457,427
42,485
444.163
13,264
B4l•nc• CArnl•d For￿Id
499,912
457.427
Th* B•l•nc4 Sh••1 ¥r¥J 0g>yrwnyitvJ R•c•lFts *r￿ P•yn*nts A(¥•uTht b*) prnMrnd Irrm th• book• •nd revJrd• ol lh• ¢h¥rtty
S*n•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 chor￿81 Inv••t￿nt 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 A￿Ul1 2024
48.199
As at 8 Augu•t 2023
Th• Twit o*ro 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