## The Moseley Society
## Registered Charity Number 512211
## Financial Statements
## 31 December 2022
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## **REFERENCE AND ADMINISTRATIVE INFORMATION**
## **Charity name**
The Moseley Society
## **Charity registration number** 512211
## **Charity correspondence address**
36 Grove Avenue, Moseley, Birmingham, B13 9RY
## **Trustees**
Helen Minovi Co-Chairman Geoff Rees Co-Chairman Phil Williams Treasurer Fiona Adams Secretary Kirsten de Vos (Joined 11.5.2022) John Dring (Retired 11.5.2022) Paul Lindley Robert Orme (Retired 11.5.2022) Ray Tier John Underwood Charles Wall (Joined 11.5.2022) Sally Wright
## **Bankers**
Lloyds Bank, 32-34 Alcester Road South, Kings Heath, B14 7PU
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
The Moseley Society was established by a constitution in 1979 and was registered as a charity on 13 January 1982, no. 512211. The constitution was updated at the Annual General Meeting held on 26 May 2016.
Trustees are appointed at the Annual General Meeting. The executive committee, the members of which are the charity's Trustees for the purpose of charity law, may appoint up to three additional members to fill vacancies between General Meetings.
Two Trustees retired at the AGM. Robert Orme had been in post since 1982 and John Dring since 1998. They have both contributed in many ways in addition to having specific skills that benefited the Society – Robert as a lawyer and John as a town planner.
We were glad to welcome Kirsten de Vos and Charles Wall as Trustees both of whom have brought fresh ideas and enthusiasm to the Society.
The Society has a Data Protection Policy and membership system that complies with the General Data Protection Regulation (GDPR).
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## **OBJECTIVES AND ACTIVITIES**
The objects of the charity, as set out in the constitution, are:
- to promote high standards of planning and architecture in or affecting
- Moseley;
- to educate the public in the geography, history, natural history and
- architecture of Moseley;
- to secure the preservation, protection, development and improvement of
- features of historic or public interest in Moseley:
- and to pursue these ends by means of meetings, exhibitions, lectures,
- research, publications, other forms of instruction and publicity, and promotion of schemes of a charitable nature and do all such other things as are necessary for the attainment of the above purposes.
The Trustees seek to achieve the above objects by continuing to maintain a consistently high level of activity. The committee meets regularly, supplemented by sub-groups formed to address issues related to
- Planning and licensing;
- Moseley Hall dovecote and icehouse;
- Marketing, news and membership;
- The programme of meetings and events;
- Moseley history.
In addition ad hoc meetings are sometimes arranged to pursue particular projects.
Although much of the work is carried out by the Trustees, other members of The Society and representatives of other organisations are also involved, particularly in the sub-groups. Some help occasionally, but many are regular volunteers who contribute greatly to the success of The Society.
## **ACHIEVEMENTS AND PERFORMANCE**
The Trustees seek to promote high standards of planning and architecture in or affecting Moseley in a number of ways, including
• Our planning sub-group monitors planning and licensing applications and responds according to an agreed set of guidelines which are distributed to members and published and available to all via our website. Developments taking place in the area are monitored to ensure they are built and operated in accordance with planning or licensing permissions, and enforcement action is sought against contraventions of regulations. The sub-group is made up of Trustees with a special interest and representatives from residents’ groups in Moseley. During the year we have continued to express our concern to the Local Planning Authority about the lack of resources that result in low levels of enforcement against planning breaches. A meeting with the new Chair of Birmingham City Council Planning Committee and planning officers was arranged in July 2022 which confirmed the problems caused by lack of resources and the unnecessary complexity of enforcement legislation. The 2020 ‘Planning for The Future’ White Paper promised improvement to the legislation and civic societies throughout England are still waiting for that to materialise.
• The Special Licensing Policy covering the centre of Moseley has continued to have an effect in reducing some of the applications regarding licensed premises in Moseley. The relaxation of Use Classes that now allows almost all business uses in a shopping centre to be changed without the need for planning permission has seen a proliferation of restaurants and cafes in Moseley. Some of
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these have been granted restaurant licenses and The Society has only objected if the hours sought were longer than normal restaurant opening hours. The process of renewing the Public Spaces Protection Order for central Moseley has at last begun although no progress has been made for some months. During the summer of 2022 street drinking/substance abuse has continued to cause considerable problems in the shopping centre.
• At long last the St Agnes Conservation Area Appraisal and Management Plan was adopted as Supplementary Planning Policy, including a change to the boundaries so as to include an extra road and exclude some anomalies.
• The Society has maintained its membership of Civic Voice, ‘The national charity for the civic movement in England. We make places more attractive, enjoyable and distinctive. We promote civic pride.’
• We send representatives to the Moseley Regeneration Group, a body that is organised by the Moseley Community Development Trust and includes representatives from a wide range of organisations.
The Trustees seek to educate the public in the geography, history, natural history and architecture of Moseley in a number of ways, including:
• We are gradually resuming our regular programme of lectures and activities that came to an abrupt halt with the first national lockdown in March 2020. During 2022 our History Group continued to organise some online public meetings, but our AGM was held in person and followed by a social event.
• The Moseley History Group has continued to conduct research, publish articles and material on the website, respond to queries and hold committee meetings. Queries from people all round the world who have a family connection with Moseley continue to reach us. The Group has almost completed research on the people whose names appear on war memorials and as this is added to our website it generates contacts from relations who are searching for information about members of their family.
The Trustees seek to secure the preservation, protection, development and improvement of features of historic or public interest in Moseley in a number of ways, including:
• Continuing to preserve and maintain the Moseley Hall Icehouse, Dovecote and Cow House. The regular schedule of public openings that stopped during Covid-19 lockdowns, was resumed. The Birmingham Community Healthcare Trust, now responsible for Moseley Hall Hospital, has begun the process of renewing the lease of the dovecote. The buildings have been surveyed, and work completed on various items identified as needing repair.
• Continuing work on the 18[th] century style garden that has been created and established at the Moseley Hall Dovecote and Cow House. Regular maintenance work, on the buildings and the gardens, has continued throughout the year. The garden continues to be enjoyed by staff, patients and visitors to Moseley Hall Hospital
• We took part in Heritage Open Days and Birmingham Heritage Week and also Moseley in Bloom Open Gardens by opening the buildings and the dovecote garden to enthusiastic visitors. The History Group mounted a special exhibition for display at the dovecote when the site was open as part of Heritage Week.
• We send representatives to meetings of the Birmingham Heritage Forum where issues affecting all heritage sites in the city are discussed, advice is available, and knowledge shared.
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• The Trustees consider matters of public interest that affect all of Moseley’s residents by supporting and by sending representatives to the Moseley Community Development Trust; Moseley Forum; the Greener, Cleaner, Safer Environment Group and the ‘Moseley Meetings’ that are open to all residents in the Ward.
• The Trustees maintain close links with the Board of Moseley in Bloom (MiB). The floral displays once more graced the centre of Moseley throughout the summer and new Christmas lights welcomed people to the centre of Moseley throughout December and the Society made a contribution to both.
• Production of the Society’s quarterly Newsletter has continued.
## **PUBLIC BENEFIT**
The Trustees are aware of the Charity Commission advice on benefit to the public. They have always sought to act in the long-term interests of all local residents and not just the paid-up members of The Society. Membership fees are charged in order to enable The Society to meet its modest running costs, and its activities provide a public benefit. Despite the continuing problems caused by high rates of Covid-19 infection, those activities have continued:
• the dovecote garden has been well cared for and remained open throughout the year. It is a source of pleasure for passers-by and provides a tranquil refuge for hospital staff, visitors and patients as well as others living nearby and without access to a garden.
• The Society reviews all significant planning applications in the area and when asked, gives advice to members and others about planning matters and, if necessary, the objection process. This leads to enhancement of our conservation areas and to public enjoyment of the local architectural heritage.
• We are available to advise on new developments at the planning stage and seek to ensure that the new buildings complement or enhance the existing street scene and improve the built environment for the benefit of all.
Being volunteers, we have not taken the time to calculate the number of hours of work devoted to Society activities by its Trustees and members each year, but a very considerable amount of time is devoted in this way for the public benefit.
## **FINANCIAL REVIEW**
The attached accounts show the charity's financial activities during the year. The most significant event was the receipt of two unexpected legacies from people who had been members of The Society.
Terry Lovell left £5,000 to the Society and Graham Underhill the sum of £69,965. Graham Underhill spent his entire life in Moseley, and he contributed much material to the History Collection, and it has been decided that his legacy should be spent in a way that will secure the long-term preservation of the Collection.
The legacies and some other surplus funds have been moved from Lloyds Bank to the Nationwide Building Society to access higher interest rates. The notice period on our deposit accounts are short term (ranging from 0 to 95 days) to ensure that funds are readily available when investments of our legacies are made.
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As the legacies are recorded as income there is a need for this year to have an Independent Examination by a suitably qualified accounting firm. The purpose of the examination is to give the charity’s trustees and members some independent assurance that the charity’s money has been properly accounted for and accounting records kept.
The Independent Examiner’s report is reproduced on page 11.
Our activities are greatly helped by the large number of volunteers who readily give their time in a number of ways which means that we are able to keep expenses and overheads to a minimum.
The financial statements have been prepared in accordance with the accounting policies set out in notes to the accounts and comply with the charity’s governing document, the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with Financial Reporting Standard 102.
Signed on behalf of the Trustees by:
Helen Minovi, Co-chair
Date: 17 April 2023
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## STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING INCOME AND EXPENDITURE ACCOUNT) Year to 31 December 2022
|**Unrestricted **
**Notes**
**Funds**
**£**
**Income from:**
Donations
483
Membership subscriptions
2,752
Tax refund (Gift Aid)
547
Legacies
74,965
Interest received
38
Sales of posters, local history books, etc
74
**Total income**
78,859
**Expenditure on:**
Grants to local organisations
600
Subscriptions
493
Posters - Victorian Moseley
-
Meetings and events
734
Dovecote & icehouse
167
Local History Group
-
Management and administration
**2**
1,695
Cost of sales - merchandise
100
**Total expenditure**
3,789
**Net income/(expenditure)**
75,070
Fund balances brought forward at 1 January 2022
13,334
Fund balances carried forward at 31 December 2022
**4**
88,404|**Restricted**
**Funds**
**£**
-
169
169
(169)
464
295|**Total**
**Total**
**2022**
**2021**
**£**
**£**
483
309
2,752
2,825
547
586
74,965
-
38
1
74
76
78,859
3,797
600
600
493
429
-
340
734
112
167
103
169
152
1,695
837
100
100
3,958
2,673
74,901
1,124
13,798
12,674
88,699
13,798|
|---|---|---|
The notes on pages 9 and 10 form part of these accounts
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BALANCE SHEET 31 December 2022
## **BALANCE SHEET AT 31 DECEMBER 2022**
|**Notes**
**Current Assets**
Stocks
HMRC - Gift Aid repayment
**3**
Bank and cash balances
**Deduct: Current Liabilities**
**Net assets**
Represented by:
**FUNDS**
**Unrestricted Fund**
General fund
**4**
**Restricted Funds**
**4**
**Total Funds**|**£**
**£**
274
1,134
87,939
89,347
648
88,699
88,404
295
88,699
**2022**|**2021**
**£**
374
1,168
12,256|
|---|---|---|
|||13,798
-|
|||13,798|
|||13,334
464|
|||13,798|
These financial statements were approved by the Trustees on 17 April 2023 Signed on behalf of the Trustees
Helen Minovi Co Chair
Phil Williams Treasurer
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NOTES TO THE ACCOUNTS Year to 31 December 2022
## **1. ACCOUNTING POLICIES**
## **Basis of preparation**
The accounts (financial statements) have been prepared to give a ‘true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a ‘true and fair view’. This departure has involved following the Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with Financial Reporting Standard 102.
## **Income recognition**
All income is recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.
## **Expenditure recognition**
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that settlement will be required and the amount of the obligation can be measured reliably.
## **Stocks**
Stocks of cards, local history books, maps, etc. are valued at the lower of cost and net realisable value.
## **Fund accounting**
General funds are unrestricted funds which are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. Restricted funds are subject to specific conditions laid down by the donors as to how they may be used.
## **2. MANAGEMENT AND ADMINISTRATION EXPENSES**
|Printing and stationery (including newsletters)
Public liability insurance
Room hire committee meetings
Independent Examination
Miscellaneous expenses|**2022**
**2021**
**£**
**£**
520
375
140
293
254
60
648
-
133
109
1,695
837|
|---|---|
9
NOTES TO THE ACCOUNTS Year to 31 December 2022
## **3. GIFT AID REPAYMENT**
The Gift Aid repayment due to the Society as at 31 December 2022 consists of Gift Aid on members' subscriptions and donations for the two years to 31 December 2022.
## **4 MOVEMENT IN FUNDS**
|**Unrestricted Funds**
General Fund
**Restricted Funds**
Local History Group
Projects
**Total fund balances carried forward**|**At**
**Income**
**Expenditure**
**At**
**01.01.22**
**31.12.22**
**£**
**£**
**£**
**£**
13,334
78,859
(3,789)
88,404
464
-
(169)
295
13,798
78,859
(3,958)
88,699|
|---|---|
## **Purpose of restricted funds**
The Local History Group restricted funds arise in connection with (a) the archiving of documents and records relating to the history of Moseley and (b) the production of a leaflet on the history of Moseley.
## **5. TRUSTEES’ REMUNERATION AND EXPENSES**
No remuneration or reimbursement of expenses has been paid to any of the Trustees during the year.
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## **THE MOSELEY SOCIETY**
## **INDEPENDENT EXAMINER'S REPORT**
## **TO THE MEMBERS OF THE MOSELEY SOCIETY**
I report to the members on my examination of the financial statements of The Moseley Society for the year ended 31 December 2022.
## **Responsibilities and basis of report**
As the members of the society, you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (the 2011 Act).
I report in respect of my examination of the society’s financial statements carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.
## **Independent examiner's statement**
Your attention is drawn to the fact that the charity has prepared financial statements in accordance with Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has now been withdrawn.
I understand that this has been done in order for financial statements to provide a true and fair view in accordance with Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
- 1 accounting records were not kept in respect of the society as required by section 130 of the 2011 Act; or
- 2 the financial statements do not accord with those records; or
- 3 the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.
## **M T Manley & Co Limited**
696 Yardley Wood Road Billesley Birmingham B13 0HY
Dated: 28 March 2023
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