Tiustees, annual report for the period CHARITY COMMISSION FOR ENGLAND AND WALES Peilod stait date Peilod end date charlly name PoutsdbutyCommunityTrust Charify NO SORP reference Summary of the purposes ol the charity as set out in ils governing document Summary ol the main activities in relation to Ih05e purposes lor the public benefit, in pailiculai, the activlties, projects or services identified In the accounts. Statement confirming whether the trustees have had regard lo Ihe guidance issued by the Chaiilv Commi55ion Dn public benellt Para 1.17 To promote & 5UPPOrt communlty development at Poundbury, Dorchester Paro 1.17 and 1.19 Publlsh & clrculats the Pc¢undbury Magazlng. Funds ralsed by sellln8 advertlsln8 space, Para 1.18 The Trustees have carried put their dutle5 In runnlng the Charlty wlth totsl re8ard that St's for the Publlc beneflt, Additional information (optional) You may choose lo include further 51atemenls where relevant about.. 50RP refeience Policy on grant fflaking Para 1.38 Policy on social investment including piogiam felaled investment Para 1.38 Contribution made by VDlunleers Para 1.38 other chlrily Accounts iempktes- Tru51ees' annual report lor the peilod October 2016
2018 Achievements and Peifoimance SORP reference Summary ol the main achievements of the chèiity, identifying the diffeience the chaiity's work ha5 made to the ciicutnslénces ol its beneficiaiies and any widei benefi15 to society as a whole Para 1.20 The Charity has continued to publish the magazine and making Grants to help local causes. Additional inf ormation (optional) You may choose lo include further slotemenls where relevant about.. SORP feference Achlevements against objectives set Para 1.41 Perlormance ol fundraising activities against objective5 set Pèra 1.41 Investment performance against objectives Para 1.41 Olhef chirlty Accoun15 lemplole5-Tw5tee5' Innual report lor Ihe perlod October 2016
3018 SORP reference Para 1.21 Review of the charity's financi81 position al the end ol the period Slalemenl explaining the policy loi holding reserves stating why they are held Amount of ieserves held TheTrustees revlew the finan¢lal position at éveryTrustees rneedng. Para 1.22 The Charity kèèps a reserve before paySng out Grnnts. Para 1.22 £6,000 Reason51oi holding zero reserves Para 1.22 NIA Details of fund tnateiially in deliclt Para 1.24 NIA Explanation ol any unceilainlies about the charity (onlinuing as a oing concern Para 1,23 NIA Additional information (optional) You may choose lo include lurlhei statements where relevant about.. SORP iefeience Para 1.47 The charity's principal sources ol funds (including any lundiai5ingl Poundbury Maga21ne advert15ing Investment policy and objectives including any SL)cial investment policy adopted A description ol tlie principal risks facing the charity Para 1.46 Para 1.46 Other (haiily Accounts lemplate5-TIusteeg aftnual reporl lor the period octob 2016
4018 structure, Goveinance and Management Description of charily's trusts: SORP reference Para 1.25 Type ol governing docutnent (Iiusl deed, loyal chéileil How is the charity constituted? unincorporated assoclation, CIO) Trustee selection methods including details of èny constitutional provision5 e.g. election to post or name ol any person or body enlilled lo appoint one or more Iiustees Trnst Deed Para 1.25 ao Para 1.25 rru5tess appointsd by a re5olutlon pa55es ata convened meetlng of the ChaTityTru5tees. Additional information (optional) You may choose lo include furlhei slalemenls where relevant about.. SORP reference Pord 1.51 Policies and procedures adopted lor the induclion and Iraiiiiiig tsl IfU51ees The ch81ily's organisalional slruclufe and any wider network with which the charity works Relationship with any related pailies Para 1.51 Para 1.51 Other Cthiity Accounts lernplèles- Trustees, annual report loi the PEiiod October 2016
5018 Reference and Administrative detai15 Charity fjaffle Poundbury Q)mmunrtyTru5t Other name the charity uses Registered charily number Charity's principal address 1165234 7 Frlleul Road SandfordWc¥)ds Wareham BH207AW Names of the charit trustees who manage the charity ollice (il any) Dales acted il not for Name ol porson (or whole year body) entltled to appolnt tru5tee111 any) Irustee name Susan Hoslord Francesca Leaper Secretary Peter Constable Treasurer Shahll DafvS 10 11 12 13 14 15 16 17 18 19 20 Chèrity Accounts templates- Trustees, annual repoii Ihe perlod October 2016
6018 Reference and Administrative details (cont) Corporate trustees - names of the directors at the date the report was approved Director name Name of trustee5 holding title to property belonging to Ihe charity Trustee name Dates acted If not for whole year Charity A((ounls lemplales- Trusleeg, annual report lor the peivjd Oclobei 2016
7 018 Desciiplion ol the assets held in this capacity Name and objects of the charlty on whose behalf the assets ère held and how this lalls wlthin the custodian charity's objects Oelails of arrangements lor safe custody and segiegalion of such a55els from the charity's own assets Additional information (optional) Names and addresses of advisers (Optional information) Type of adviser Name Address Name of chief exe(utlve or names of senlor staff members (Optional Information) Exemptions f(om disclosure Rea50n lor non.disclosure of key personnel details Other optional information (hèrily Accounts thplale5- Truslees, annual report lor the peilod October 2016
8 018 Declarations The trustees declare that they have approved the trustees, report 3bove. Signed on behalf of the charity's truslees Signature(s) Full name(s) Peter Constable P051tion (eg Secretary, Chair, etc) Treasurer Oate 9141 chaiity AccouTrt5 tetnplales Tru51ees' annual report lor the period October 2016
Poundbury CommunityTrust UNAUDITED ACCOUNTS for the year ended 31 August 2024
Poundbury CommunityTrust Unaudited Accounts Year ended 31 August 2024 CONTENTS PAGE Proprietor and Prolessk)nal Advlsèrs Proprletor¥ Apwoval Statsmenl Accounlanvs Réport Profit and Los8 Account Bqlance Shael Notes lo the AcCots
Poundbury CommunityTrust Proprietor and Professional Advisers Year ended 31 August 2024 Proprletor Poundbury Communlty Tru81 BuslngS8 name Buslne88 addre88 Poundbury Community Trust 33 Peverell Avonue East Poundbury DoY¢hesler Dorsel DT1 3RH United Klngdom Accountant PJC Accounllng Servlceg Chartfjrgd C8rlllled Accounlanls 7 Fi11guI Road Sandlord Wood8 Waroham Dorsel BH20 7AW Unlled Klngdom
Poundbury Community Trust Proprietor's Approval Statement Year ended 31 August 2024 In a¢cordancewilh the engagement letter dated 23 August 2021,1 approve the accounts whlch comprise the profil and loss account, balance sheet and related notes. l acknowledge my respon81bility for tha accounts, includlng the appropriateness of the appllcable linanclal r&portinu fram8work as set out in nol6 1, and for provldlng PJC Accounllng ServlGes wllh all the Information and &xplanallDn8 nÈe8s8ary lor thelr compllation. Poundbury Communlty Dale: 10 September 2024
Poundbury CommunityTrust Report to the proprietor on the preparation of the unauditgd accounts of Poundbury Community Trust Year ended 31 August 2024 In accordance wlth your Inslructlons, w6 have compiled the accounts Dn the followlng pages from the accounting reeords and from Inlormatlon and explanallons supplled tu us. W& have not carrlod out an audlt OT any other revlèw, and consequently we do not, Ihergfor&, 9xpr88S any opinion on the ac¢ounl8. PJC Accounting Sèrvlces Chartered CorllNed Ao¢ountanls 7 Fllleul Road Sandford Woods Wereham Dorsel BH20 7AW United Klnodom Date.. 10 Seplèrnber 2024
Poundbury CommunityTrust Profit and Loss Account Year ended 31 August 2024 2024 2028 Nota Tumover 31,965 21.965 128 30,696 30,698 51 Qrosts protit Flnance income Expendlture Premls88 costs 350 Off Ice costs 20.250 485 18.785 435 Legal and professlonal Bad debts 450 Qeneral &xpen808 3,916 24,951 9,744 29,394 1,353 Proflt tor the year 7,142
Poundbury Community Trust Balance Sheet 31 August 2024 2024 2023 Note Current as$81 DebtOf8 10,115 17,347 27,462 27,462 27,462 e,180 14,140 20,820 20,820 20,320 Cash al bank Net current asg8t8 Nel a8S•tg Flnanced by: Capltal account 27,462 20,320
Poundbury CommunityTrust Notes to the Accounts Year 8nded 31 August 2024 1 Accounting polleiès BASIS OF PREPARATION The accounts have begn prepared under the hlstorlcal ¢08t basls and on a basis which onables the profits lo be Calculat in accordanc8 With Unitad Kingdom Generally Accepted Accounling PractKe. TURNOVER Th8 lurnovershown in thè profft and loÉs account represents amaunts Invoicèd durino the yèar, exdusive ol Value Added Tax. 2 Proflt And1088 account onaly818 TURNOVER 2024 2023 Sales 31.965 30,696 FINANCE INCOME 2024 2023 Bank Interest ie¢elvabl@ 128 51 EXPENDITURE 2024 2023 Pfèmisos costs Ligm. heating and p¢)wgr 350
Poundbury Community Trust Notes to the Accounts (continued) Year ended 31 August 2024 2024 2028 Offl¢g costs Println9, Postage and 8latlonery Computer costs 19,791 519 18,373 392 20,250 18.765 2024 2023 Logal and profe8slon41 Professlonal fees 435 485 2024 2023 ad debts Bad debt8 450 2024 2028 Qenerthl expgn8es General Insuranoe Giants Paid 318 29S 3.598 3.916 9,Hg 9,744 3 Debtors 2024 2023 Trade debtors 10.115 6,180
Poundbury CommunityTrust Notes to the Accounts (continued) Year ended 31 August 2024 4 Capllal account 2024 2028 At 1 September 2023 Nel profll for the year At 31 NgUst 2024 20.820 18,967 7.142 1.353 20,320 27,462