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
P*rn 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 t￿ants. 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 drffO￿nts 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
p￿1.41
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
SO￿al 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 One40￿ne 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$t•è
Ifan
J. MG41ister
Coryopted Trustee
(Chaimian)
Ex4)fficio Trustee
(Rector, St
Bartholomév/s
Church)
Ex-officio TnBtee
(Churchwarden)
Ex-OffiGiO Trustee
(Churchwarden)
Nominated Trustee
Rev C. J. Davis
P. Smith
K. Province
C. Rawe
Crewkeme Town Council
G. Atkinson
G, clo￿OrthY
Officer (Treasurer)
Offi¢¢r (Clerk)
orate trustees - names of the d1￿Clor$ 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 for￿￿01*

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
$eg￿gatIon of 8uch assets
from the charity's own
assets
Addltlonal infomiatlon (optlonal)
Nam•• •nd addr￿•* of 4dvl••rn (Optlonal Inf¢Kmatlon)
Typa of Nam•
Addres$
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•yrr*nt*
Balince Shegl
Nth8 to th• Ar£•unts

Ckn•￿ty R•gl•tr•Uon n￿nbOr.
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• Xc0￿n￿oflh8 TNstfNth• y•8r 7th Auwst 3)25.
R88pon¥{l￿lly•j bA*l• of r•port
As thei chority'l Injstees, you ar& reWnS￿￿the prwar•tbM o1th8 alI￿nt* 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 coMp￿￿tt rny ex•minatKJn l ¢onfim th•t M r1￿•￿01 Tnatt•rt ha¥e ccffie to my •tt¢Thtt*n In t>JfiW¢ibn w*h lh• ￿arThn•t￿?n whkh giw mg c•u
to b8li•v• Ih•t, In any m•tsrbal Iwrfd..
Trè attountsng ie¢oids ¥b*r• 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 c￿￿tY applicot40 a￿D￿ntIr$ rnqYtsr￿nt5 wtwning fonn cpnt•ftt 01*rt￿nts •¢t Okrt h th•
Chirilk*s IArLounts and Rgportsl R09￿￿On$ 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 Oth8rrt￿1l*ls w#Lth• •tt•Atl￿ *h￿ld b• kn thli r•wt M order
t? onable A proper undeT*4ffl¢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&
D*t•.' .,.
5..).1

RKolpts and Ptymènt• A￿O￿nI
ForTh• Y•ar End•d 7 Augu￿ 2Q26
2025
Prowrty Irmme
conir1butio￿ from rvJ*Jent•
Careline Syst¢m cènlrtbut*)n8
14,749
14,853
14.749
14,962
Inv••tm•nt Inoo
COIF Inveslment F￿nd
MaG Asa•l Fund
COIF ￿pOS￿ Fund intofeit
HSBC 0*￿1¢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•m*o1 In8ur•
Chrkntmu Glft¥ foy R••la•
Cl•rfrt'• S01•ry
Tr•Muref• S•l•ry
N•tkinalAMw•tlon 01￿M￿h¢4
Chilrm•n'i E¥wn
Cl•rt's EX￿n￿l
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
Invesb7￿fits
A6
41199
46,199
444.463
CURAfP4T A8SEf8
COIF Deposit Amint
HS8C 8*nk 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 surp1￿1(D•f￿￿1 for1￿ y•*r
499,912
45,982
4S7,427
42.485
al￿ne• C4rrf•d F¢)NMvd
499.912
Thb Sh••t acthimp•nykng R•r•* WKI P•in*ntsAccourrt 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
N*Jt•s to th• Accounts
For Th•Y•v End•d T AutyAI ￿25
1. A￿OUntIng Pollcy
These aLuunts hgve been ptepatld on q rat*pts 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•rr￿lI
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￿ In￿stm•￿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 V￿u•
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 custed￿nI￿r 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