||**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**for theperiod**|**for theperiod**|**for theperiod**| |---|---|---|---|---|---|---|---|---| ||**From**|Period start date|||**to**|Period end date||| |||01|04|2022||31|03|2023| ## Section A Reference and administration details **Charity name** Gale Foundation Trust CIO **Other names charity is known by** N/A **Registered charity number (if any)** 1163908 **Charity's principal address** Unit C Citrus House 602 Wimborne Road Bournemouth, Dorset **Postcode BH9 2EN** ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Richard John Gale|||| ||Bryan John Hoile|||| ||Thomas Baker|||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** **Name of chief executive or names of senior staff members (Optional information)** March **2012** **TAR** 1 ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** - Type of governing document (eg. trust deed, constitution) - How the charity is constituted (eg. trust, association, company) Constitution CIO Edward Gale, Kathleen Gale & Richard Gale collectively founded the Trustee selection methods charity. Bryan Hoile was asked by them to become a fourth trustee. As Mr (eg. appointed by, elected by) & Mrs Gale passed, Richard Gale & Bryan Hoile asked Thomas Baker to join them as Trustee. ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. Probate for The Estate of Kathleen Gale is nearing completion and in readiness the properties at Bridgewater have been transferred into the trust’s name and became an asset of The Gale Foundation Trust CIO 26[th] September 2022. Although the property became an asset of the charity on this date, due to probate not being finalised rent was collected by the then Freeholders Estate. Rent received for the period between Kathleen Gale and The Gale Foundation Trust will be returned to the Charity in due course. The value of these properties (Units 4 & 10, 6-8 Monmouth Street & Units 5-7 at the corner of Monmouth Street, Bridgewater) on the date of transfer was £155,000.00. This amount has been allowed for within the accounts as a donation. It is the intention of the Charity to retain the properties and gain rental income to enable us to further fulfil our objectives. - Probate is still ongoing, with more funds to be received by the Charity once finalised. ## **Section C Objectives and activities** The objectives of the CIO is to further such charitable purposes as the charity trustees if their discretion think fit in particular by providing financial support to those purposes. **Summary of the objects of the charity set out in its governing document Summary of the main activities** Once again, we have supported charities & organisations that help **undertaken for the public** disadvantaged children, details of the support can be found in Section D. **benefit in relation to these objects (include within this** The Trustees, in making such donations, confirm that they have complied **section the statutory** with the duty in section 17 (5) of the Charities Act 2011 with regard to **declaration that trustees have** public benefit guidance published by the commission. **had regard to the guidance issued by the Charity Commission on public benefit)** **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 2 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** As stated in Section C & in previous years the charity has made a substantial donation towards Wave 105’s Mission Christmas Appeal, this year was no different with the Charity providing 1622 toys for the less fortunate along the South Coast and spending £7760. With the turmoil in Ukraine and Afghanistan, it was agreed a total of £15,000 would be donated to Save the Children to support their efforts in these countries. Again as last year the charity has supported Christmas 4 Kids, who perform a touring puppet show in children’s hospices throughout the UK during the month of December. Total donation for this £2,000.00. The final donation was providing sports T-Shirts to the Poole Town Kid’s Initiative, promoting sports to Children in Poole and the surrounding area, enabling children of all backgrounds the opportunity to play Football and other sports. ## **Section E Financial review** As at the 31/03/2023 the charity held £28,933 within its bank accounts. At **Brief statement of the** present the charity has minimal overheads and a low level of activity. The **charity’s policy on reserves** Charity has gained an investment property which it intends to retain and collect rent from such property in order to achieve regular income to help support the Charity with its objectives. It is not considered necessary for reserves therefore to be held save to pay very occasional day-to-day expenses of running the charity. **Details of any funds materially** None **in deficit** ## **Further financial review details (Optional information)** As disclosed in Section C, the properties that were gifted to the Charity You **may choose** to include by Kathleen Gale have now been transferred to us with any rent collected additional information, where from these dates due to be transferred to the charity in the coming relevant about: financial year.  the charity’s principal sources of funds (including It is the aim of the Charity to invest the funds once they come through in any fundraising); income generating investments to allow the charity to expand its March **2012** **TAR** 3 - how expenditure has supported the key objectives of the charity; charitable causes and donations. - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** ## **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** **Full name(s) Position (eg Secretary, Chair, etc) Date** March **2012** **TAR** 4 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to th• trustges Ch8rily Name Kinamba Community Project On accounts for tho year ended 31 March 2023 Charity no lif any) 1126601 Set out on pages 3&4 I report to the trustees on my examination of th8 accounts of the al)ove charlty I'the Trust") for the year ended 31 March 2023. Rosponslbllltles and basls of roport As the charity's trusl88s, you are r8sponsible for the preparation of the accounts in accordance with Ihe requirements of the Charities Act 2011 {'the Act.). I report In respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)Ib) of the Act. Independent I have completed my examination. I confimi that no rnalerial matters have examlner's statement come lo my attention in Connection with the examination which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance wllh section 130 of the Charilies Act; or the accounts did not accord wilh th8 accounting records-, or the accounts did not Comply with the applicable requirements concerning the form and content of accounts set out in the Charlt18S (Accounts and Reports) Regulations 2008 olher than any reqU1￿ment thal the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I hava no concerns and have come across no oth8r matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Slgned: 3 January 2024 Name: Kristan Kin Relevant professlonal qualificalion or body lif any): FCA Addre8S: Thie ny Raeghyn, Jack's Lane, Maughold. Isle of Man. IER Oct 2018 Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guldance for examiners). Glv• here brief dolails of any items that the examinerwishes to di8cIoso. IER Oct 2018 CHARITY COMMISSION FOR ENGLAND AND WALES Charlty Name Klnamba Community Proj•c¢ Nolif any) Receipts and payments accounts CC16a For tho period from To 01.04.2022 31.03.2023 Section A Receipts and payments Unrèstrlet•d funds R•Jtrlcted funds Endowment fund• Total fund8 La•t y04r 10t￿ nmrut to th• n••f•8t£ totP* n•*r•rt£ lo th• n•*••t£ to thtr n•*r•*t È A1 R•c•lpt• Gift ￿ded tknn¥Uons Non GIftl￿d0￿ Donatsonj Wob Ins1ilullonlCDrpmle Non Uk Dowrs E¥8nia Inleresl Glft Alé R8c181m Currtrty adluslrnenl 65,7•3 12,1199 14,518 10,588 9,128 130 11099 7,812 15.141 8.474 7,812 6,474 435 26 1.141 ross income AR) 101040 101040 101310 to (••• t¥bl•l. nw•tm•n Total recelpts 11J9.040 A3Pa ent8 Fu￿1￿9 lo Rw4nd bank Cha 09 UDwqrBily Sludanl 00.ooo 812 B12 8&S 1,174 Cury8n¢yconver51Dn rni• od Tr4v•I Po8iag0 Leg41 Foej eralional C08t6 uilmbni 610 1.400 250 749 1.Q97 810 258 749 1.097 99,808 Sub total 96,207 A4 A8•et and Inve•tm•nt urehaw• • tsbl• Sub total Total payments 99,B09 gW.109 96,207 Net of receipts/fpayments) A5 Tran•hrs botwo•n funds A6 Cash fund• last ygar end Cash funds thls year end 9.231 9,231 9,103 226.69S 226,695 9.103 CCXX R1 accounts ISSI 03101r2024 Section B Statement of assets and liabilities at the end of the period Unr¢$trlcte funds Restrictod fund8 to n&v••t £ Cat8gori¢s Endowment fund* to n$•r•¥t£ Oetai15 to nearè•t£ 81 Cash funds GBP 219.715 EURO (GBP equIvo￿nI> USD (GBP equivakrynll 150 6,752 Total cash funds 226.695 Unr•strlct•d funds R•itrtet•d fund• to n•*rq•t t EndobYrn•nt fund lo n•ar•BI É Details B2 Othor monetary 8ss•t¥ Fund to whlch Details CMI Iopikn•ll Cumnl ￿lu* onal Fund towNch ••1 ￿10 Det•ll8 C￿t loptlon•ll CuFr•nt ￿lu• B4 A88•ts r•t•lned for th• charltY8 own u8• Detail# Fund towhlch r•l•to Amount du• du 85 Llabilitlej sign￿ by Dne or trustee5 on behallof all the trus¢eo$ Swnatu Prinl Name Dat& ol roval Koih n Mccartne CCK¥ R2 account8 ISSI 0310112024 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to th• trustges Ch8rily Name Kinamba Community Project On accounts for tho year ended 31 March 2023 Charity no lif any) 1126601 Set out on pages 3&4 I report to the trustees on my examination of th8 accounts of the al)ove charlty I'the Trust") for the year ended 31 March 2023. Rosponslbllltles and basls of roport As the charity's trusl88s, you are r8sponsible for the preparation of the accounts in accordance with Ihe requirements of the Charities Act 2011 {'the Act.). I report In respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)Ib) of the Act. Independent I have completed my examination. I confimi that no rnalerial matters have examlner's statement come lo my attention in Connection with the examination which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance wllh section 130 of the Charilies Act; or the accounts did not accord wilh th8 accounting records-, or the accounts did not Comply with the applicable requirements concerning the form and content of accounts set out in the Charlt18S (Accounts and Reports) Regulations 2008 olher than any reqU1￿ment thal the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I hava no concerns and have come across no oth8r matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Slgned: 3 January 2024 Name: Kristan Kin Relevant professlonal qualificalion or body lif any): FCA Addre8S: Thie ny Raeghyn, Jack's Lane, Maughold. Isle of Man. IER Oct 2018 Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guldance for examiners). Glv• here brief dolails of any items that the examinerwishes to di8cIoso. IER Oct 2018 CHARITY COMMISSION FOR ENGLAND AND WALES Charlty Name Klnamba Community Proj•c¢ Nolif any) Receipts and payments accounts CC16a For tho period from To 01.04.2022 31.03.2023 Section A Receipts and payments Unrèstrlet•d funds R•Jtrlcted funds Endowment fund• Total fund8 La•t y04r 10t￿ nmrut to th• n••f•8t£ totP* n•*r•rt£ lo th• n•*••t£ to thtr n•*r•*t È A1 R•c•lpt• Gift ￿ded tknn¥Uons Non GIftl￿d0￿ Donatsonj Wob Ins1ilullonlCDrpmle Non Uk Dowrs E¥8nia Inleresl Glft Alé R8c181m Currtrty adluslrnenl 65,7•3 12,1199 14,518 10,588 9,128 130 11099 7,812 15.141 8.474 7,812 6,474 435 26 1.141 ross income AR) 101040 101040 101310 to (••• t¥bl•l. nw•tm•n Total recelpts 11J9.040 A3Pa ent8 Fu￿1￿9 lo Rw4nd bank Cha 09 UDwqrBily Sludanl 00.ooo 812 B12 8&S 1,174 Cury8n¢yconver51Dn rni• od Tr4v•I Po8iag0 Leg41 Foej eralional C08t6 uilmbni 610 1.400 250 749 1.Q97 810 258 749 1.097 99,808 Sub total 96,207 A4 A8•et and Inve•tm•nt urehaw• • tsbl• Sub total Total payments 99,B09 gW.109 96,207 Net of receipts/fpayments) A5 Tran•hrs botwo•n funds A6 Cash fund• last ygar end Cash funds thls year end 9.231 9,231 9,103 226.69S 226,695 9.103 CCXX R1 accounts ISSI 03101r2024 Section B Statement of assets and liabilities at the end of the period Unr¢$trlcte funds Restrictod fund8 to n&v••t £ Cat8gori¢s Endowment fund* to n$•r•¥t£ Oetai15 to nearè•t£ 81 Cash funds GBP 219.715 EURO (GBP equIvo￿nI> USD (GBP equivakrynll 150 6,752 Total cash funds 226.695 Unr•strlct•d funds R•itrtet•d fund• to n•*rq•t t EndobYrn•nt fund lo n•ar•BI É Details B2 Othor monetary 8ss•t¥ Fund to whlch Details CMI Iopikn•ll Cumnl ￿lu* onal Fund towNch ••1 ￿10 Det•ll8 C￿t loptlon•ll CuFr•nt ￿lu• B4 A88•ts r•t•lned for th• charltY8 own u8• Detail# Fund towhlch r•l•to Amount du• du 85 Llabilitlej sign￿ by Dne or trustee5 on behallof all the trus¢eo$ Swnatu Prinl Name Dat& ol roval Koih n Mccartne CCK¥ R2 account8 ISSI 0310112024