CHARITY COMMISSION FOR ENGIAND AND WALES Trustse8' Annual Report for the porlod From 8th Augu812024 Perfod start dats To 7th Augu8t, 2025 Porlod •nd date Charlty nam•: Robert Bird Cottage Homes Charty Charlty regl8tratlon numhr: 233341 Objectlves and Activities Summary of the purposes of th8 charity as set oul in ts governing document Prn 1.17 The provision, maintenance and upkeep of 5 alm8-house8. located in Bird8 C1080, , Crewkeme. Somerset TA18 8BQ Summary ofthe main a¢tivitias in relation to tho8e purpose8 lor the public benefit, in particular, the activiti08, projects or services identified in th• axount•. P•rn 1.17 nd 1.19 Ensure that tho alms-houses ara kept in 8 good state of repair and that all tenants aro 8bKling by the 18rm8 of their respective leases. Follow-up on any building defects or defects reported by tants. Coordinate any repairs or maintenance work requir8d, partnering with approved local tradesman and en8uro work8 ar8 carried out to high standard. M8intain good working relationship wrth all tenants, with a view to their gener81 health and well.being. Statement confiming whether the Irustees have had regard to the guidance 188ued by the Charty Commis8ion on wblic benefrt Th• trust8e3 had regard to the guidance issued by ihe Charity C¢ynmi88ion on wblic benefft. PIN 1.18 Addltlon41 Inft>rniation loptlonall You ma choose to include further stat•ments wtsre relevant about.. SQRP refer•nc• Pollcy on grant makj'ng Para 1.38 Policy on 80¢ial investment including program related investment P•ra1. Contribution made by volunteers P*¥ 1.38 Other
Achi•v•ments and Perfomiance Summary of the main achievements of the charity, identifying the drffOnts the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Alms-house resid6nts are typically from low-income backgrounds andlor re8idènts who are potentsally vulnerable and may need additional support. Pva 1.20 Annual buildin9 surveys were carri out in July 2025. wrth minor works and required repair8 noted. Repair works contracted out to approved local supplier8llrade8men. Effectiv8 8s of June 2025." R8sld8nt8 aro no longer resportsible for intemal upkeep, as recommended by the Alms-house Association. Intemal maintenanceldecoration is therefore now covered by the charity, and Weekly Maintenance Contributions (IMICB) have been Increa8ed accordingly. Addttlonal Informatlon (optlonal) You ma ch005e to include further statements where relevant about.. Achievernents against ObJeGtive3 met 0tr4'ectlve8 set p1.41 Perfcmance of fundralslng activitie¥ against obje<*ves NIA Pirn 1.41 Invastrnent P8rfcm8n( a9ainst objective8 Otyectiv8s mel P8ra 1.41 Other
Financial Review Review of the charity's financial position at the end of the nod Statement explaining the policy for holding reserves stating why they are held The chanty'8 finan(xal pOs.0n is sound Pard 1.21 Reserrfes are held for. 1. Cyclical maint8nan¢e fund 2. E(raOrdinary repair fund P•r¥ 1.22 Amount of reserves held Reasons for holding zero reseNes Details of fur materially in dèficrt Explan8tion of any uncertainties abwt the charity continuing as a g)ing concern Parn 1.22 1 £480.506 NIA 1.22 NIA P•r• 1.24 NIA P•r• 1.23 Addltlonal Infomi•tlon (optlonall You ma choose to include further statements relevant about.. The chanty'8 prinapal sources of funds (including any lundrai8ing) P•rn 1.47 Investment policy and objectives including any SOal investment policy adooed P•r• 1.48 A description of the principal rlsks fadng the charity Parn 1.46 Other
Structure. Governance and Management Description of charity's trusts: Type of goveming documerrt Par* 1.25 Charity Commission Scheme dated 27th May 1992 Unincorporated association How is the Charty constituted? Pwa 1.25 aled Tru8tee 8election methods Including details of any constitutional provisions e.g. election to PO8t or name of any person or l)ody entitied to appoint one or more trustees Trustees should numbèr six competent persons.. the Rector of Sl Bartholomew'8 Church, Crewkeme,. ts¥o churchwardens., one councillor (a nominaled Trustee) and two cwted Trustees (the Chaimian plus one other. curréntly vacant). The Offi'cer6 om rise the Treasurer and Clerk. P•rn 1.25 Addltlonal Inlomiatlon {optlon•l) You ma choose to inclLKle further statements where relevant about.. Policies and procedures New trustees provided with appropriate adopted for ihe induction documentation and One40ne guidance and tralnlng of tru8tees Par• 1.51 The charity'8 organi88tional structure and any wider network with which the charity works P•r• 1.51 R8lation8hlp wrth any related parties PIM 1.61 Other Reference and Adminlstrative detsils Cha name Oth8r name th8 cha uses istered chari number Charity's principal address Thè Robèrt Bird Cott e Homes Cha ' 233341 NIA Chaimian's oddre88: 3 Chur¢h Street, Crewkeme, Somerset TA18 7HR
Narnes of the charlty trustees Ytho manag• the charity Ilf aryl Dkn acted rf IM)tfor ¥thol• Tru8t•• n•mo Name of lor body) ontitl•d nt tru$t•è Ifan J. MG41ister Coryopted Trustee (Chaimian) Ex4)fficio Trustee (Rector, St Bartholomév/s Church) Ex-officio TnBtee (Churchwarden) Ex-OffiGiO Trustee (Churchwarden) Nominated Trustee Rev C. J. Davis P. Smith K. Province C. Rawe Crewkeme Town Council G. Atkinson G, cloOrthY Officer (Treasurer) Offi¢¢r (Clerk) orate trustees - names of the d1Clor$ at the d8te the r• Dlrnctor nam• ortwaja roved Name of Iru8tee8 holding titkn to property belonging to Ihe chan'ty TNot•• n•me Dat•• •¢t•d 11 not for01*
Funds hold a8 Custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects of the charity on whose behalf the assets are hdd and how this falls within the custodian charty's objects Details of arrangements for sate custody and $eggatIon of 8uch assets from the charity's own assets Addltlonal infomiatlon (optlonal) Nam•• •nd addr•* of 4dvl••rn (Optlonal Inf¢Kmatlon) Typa of Nam• Addres$ advl••r Name ol chl•f •x•cutlv• or name• of Mnlor staff m•mbors (Opiional Inforniatlon) Exemptlons from dlsclosure Reason for non4isclo8ure of ke rsonnel details Other o tional Informatlon
Declarations Tho trusteas declarn that they have approved the tru8toes' ryort akne. Slgned on behalf of the charlty's trustM¥ Signaturnls} Full name(8) Poslllon (•g S•crotary, Chalr, etc} James Patri¢k Mc41ister Chairman Geoffrey Robert Atkinson Treasurer 23Kd March, 2026
ROOERT BIRDS corrAQE 1101188 ACCOUNTS FOR THE YEAR ENDED 7 AUGUST 2015
ForTh• Y•r End•d 7 Aw# 2 Pag• Trust D•1 I••nd•nI &¥imlMes Raport Roc•ipt• and P•yrrnt* Balince Shegl Nth8 to th• Ar£•unts
Ckn•ty R•gl•tr•Uon nnbOr. 233J41 J. M¢All•lv ICMlnnAnl P. 8mlth Provlnc• Mrn C.
F¢xTh• Yw End•d 7 AuqLMt 2020 I r•port to the th4rtty IfU&tee¥ M my exarninat ofth• Xc0noflh8 TNstfNth• y•8r 7th Auwst 3)25. R88pon¥{llly•j bAl• of r•port As thei chority'l Injstees, you ar& reWnSthe prwar•tbM o1th8 alInt in aoxwdarwx thg r•]uwvm•ntJ oftht Chariio¥ Ad 2011 Ilhe I r•port IN resF4Ct ol my 1xaminat ol your ¢hwWs Kc4ut$ 8s earrnd out wthrs•diDn 145 rflh? 2011 Acl. In e4rryirq out nyy &xaminitlon. I haye follow¢d all tho Ippl>blo Dliéthns by Ile Chanty ConNThym uth 1451SXbl Of1 2011 A Indop•nd•nt •x•mlMh •t•t•m•nt I hove coMptt rny ex•minatKJn l ¢onfim th•t M r1•01 Tnatt•rt ha¥e ccffie to my •tt¢Thttn In t>JfiW¢ibn wh lh• arThn•t?n whkh giw mg c•u to b8li•v• Ih•t, In any m•tsrbal Iwrfd.. Trè attountsng ie¢oids ¥br• not kept in acc4)rd•n¢•wllh 130 of thg Charrtos Atr, or the accounts do not ac¢0 w.rth SUGh romrds. or t accounts ntrt ctY applicot40 aDntIr$ rnqYtsrnt5 wtwning fonn cpnt•ftt 01rtnts •¢t Okrt h th• Chirilks IArLounts and Rgportsl R09On$ 2QO8 olhor than iny f•quwem•nt th•1 fv Kcounts 9iV• 4 YnJ8 and falf vkny whKh IJ not 8 m•tt•r conild•T•d s• p¥rtt4 l iv• no ¢onumi ind h•vo corne LYV$6 no Oth8rrt1lls w#Lth• •tt•Atl hld b• kn thli r•wt M order t? onable A proper undeT4ffl¢ing of the •ccow151o te reath•d Slgn•d." MrG.H. Cr•& Addr•u,' 4 F#iffj¢k Cr•wkom• Sorn•rs•l TAI 8 iv& Dt•.' .,. 5..).1
RKolpts and Ptymènt• AOnI ForTh• Y•ar End•d 7 Augu 2Q26 2025 Prowrty Irmme conir1butio from rvJJent• Careline Syst¢m cènlrtbut)n8 14,749 14,853 14.749 14,962 Inv••tm•nt Inoo COIF Inveslment Fnd MaG Asa•l Fund COIF pOS Fund intofeit HSBC 01¢A))unt int•r811 47 14,n4 2.114 35 15,949 32.730 31,932 Exp•n¢Jltyr• Cireline Sy•t•m Ir•fvndl W•t¢r rit R•p#lrya ind m•lTrt•n•ng Pr•mo1 In8ur• Chrkntmu Glft¥ foy R••la• Cl•rfrt'• S01•ry Tr•Muref• S•l•ry N•tkinalAMw•tlon 01Mh¢4 Chilrm•n'i E¥wn Cl•rt's EXnl Tr•iiuf•fi Exp•0 AccouTrt• gK•rrln•f• F 12221 929 12.817 1,647 4.103 l.C47 280 275 287 1LK 87 8.S70 18,293 MET 8UIIPLU8 2416CI 16,63•
8•Loncg Sh8 A• at 7 Augwi 2026 2025 2024 FIXED A88ETS Invesb7fits A6 41199 46,199 444.463 CURAfP4T A8SEf8 COIF Deposit Amint HS8C 8nk Arxount• 44,471 19.189 42.521 12,928 55,449 CURRENT LiABILITIE8 NET CURRENT ASSETS SSA49 NET As8$ 499,912 RESERVE8 B•lance #t 8 ALgWt 2024 N•t surp11(D•f1 for1 y•r 499,912 45,982 4S7,427 42.485 alne• C4rrf•d F¢)NMvd 499.912 Thb Sh••t acthimp•nykng R•r• WKI P•inntsAccourrt h¥ b••n PK•p•rnd from IM boc*• Ind Of1 Charfty Slgn•d.' Q.R AU(In Trnmurnr Addmii.. Purcrobi Wayford Crn%%knrn• Som•rMt TA18 8QL D•l•.'
Rub•rt 81rdg Cottag• Htyn NJt•s to th• Accounts For Th•Y•v End•d T AutyAI 25 1. AOUntIng Pollcy These aLuunts hgve been ptepatld on q ratpts 4rKI p•yrr•ts •)yJJnts¥J and rwunment& G IAultt COIF Inwtrn•rrt Fw Ttstal M•rkrtV•ly• A• at 8 All9 2024 Income Addpd Capil41 V•lu• Mov•rrlI Al •t7 Augv 2025 39S.543 15.949 21,850 1.721 398,284 15,949 21.822 {28 434,342 1,693 436.035 Not Book Val A• at 7 Augu11 202S 434.342 1.693 438,030 A• •t 8 Auou¥t 2024 396.643 1,721 39d.264 Investmenty irn itii•d 41 ma¢•t viluo M&G Ch•rty MuMiAM•t Fynd cornpM•• 3336.636 AGtsJnul•tbn wits. CQIF ch•FIl Instm•t FUNI wmpitstl 65.88 Incom unl•. 3. T•nglbl• A•i•t• Prpp• Impro¥•m•nts Al al 8 AugU•t2024 A• •17 Auou* 2025 46,199 46,190 N•t Book Vu• A• •17 Auguil 2025 46,199 A• tt e Augult 2024 The Tru th• fr••ho¥ ithN•t in fv• burvJ•lw4. 2,3,6.7 & a &td• Clw. Crnwk•rrn TA18 8BQ. Tllklto the prorxJrti•8 IB v••tsd in fv Offlci•l custednIr Chrth on b•h•ll of tr•truol•M. No vglue h •ttrlbutsd tD Ihg fre•hokl Inlernlt in IheJ• accouffl8 48.199 Fxtrknvdln•ry G•n•v•l R•p•lr Fund R•Mry• TQl•l As at 8 August 2a24 InYMim•nt Value Mov&n•nts kn Y• Inco Surplus1(Oefie Ag at 7 August2025 398,3 21,850 1S.949 103,389 1281 8,211 499.912 21,822 24.1e 434,342 111,662 645,894