Trustees, annual report foi the period CHARITY COMMISSION FOR ENGLAND AND WALES Period stawt date EYThUllU PerÈod end dote Charlty name PoundburyComtnu]JityTru5t Chaiity No {11 any) Objectives and Activities SORP reference Para 1.17 Summaiy ol the puiposes ol the chaiity as set out in ils governing document Suffltnary ol the main activities in relation to those purposes lor the public benefit, in parliculai, the activities, projec15 01 seivices idenlilied in the account5. statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit To promote & support communlty development at Poundbury, Dorchester Paia 1.17 and 1.19 Publlsh & clrculate the Poundbury Magazine. Fvnds raised by Selling advertising space. Para 1.18 The Trustees have carried out their duties In running the Charity with total regard ihat it'5 for the Public benefit. Additional information (optional) You may Ihoose lo include further slaletnent5 wheie relevant aboul.. SORP reference Policy on grant tnaking Para 1.38 Policy on social investment including program related investment Para 1.38 Conlribulion tnade by volunteer5 Para 1.38 other Charity Accounts tetnplate5- Trustee annual report loi the period October 2016
2018 Achievements and Perforfflance SORP reference Para 1.20 Summary ol the main achievements ol the charity, idenlilying the difference the charity's work has made to the circutnslances ol its beneficiaries and any wider benefits lo society as a whole. The Chartty has continued to publlsh the magazine and maknng Grantsto help local causes. Additional information (optional) You may choose to include further statements where relevant about.. SORP reference Achievements against objeclives set Para 1.41 Performance of fundraising activities against objectives set Para 1.41 Inve5tfflent peilormance against objectives Para 1.41 Other Chaiity Accounts template5- Tiustee5' annual report lor the period ottober 2016
3 018 Financial Review SORP reference Paia 1.21 Review of the charity's financial position al the end ol the period Stéletnent explaining the policy lor holding reserves stating why they re held Afflount of reserves held TheTrullees review the financial position at everyTrustees meètin& Para 1.22 The Charfty keeps a serve lfore pawng out Grants. Para 1.22 £6,CXJJ Reasons for holding zero ieserves Para 1.22 NIA Details ol fund mateiially in delicit Para 1.24 NIA Explanation of any uncertainties aboul the charity continuing os a going concern Para 1.23 Additional information (optional) You may choose lo include further statements where relevant about.. 50RP reference The charity's principal sources of funds {including any fundraising) Para 1.47 Poundbury Ma8azlne adverttslng Inve51menl policy and objeclives including any social investment policy adopted A description ol the principal risks facing the charity Para 1.46 Para 1.46 Other Chority Accounts templates- Trustees, annual report lor the peiiod Octobei 2016
4018 structure, Governance and Management Description of charity's trusts: SORP refefence Paia 1.25 Type ol governing document (li usl deed, royal chaileil How is the charity constituted? {e.g unincoiporaled association, CIO) Trustee selection methods including details of any conslitulional PIOV15ions e.g. election to post or name of any person or body enlilled lo appoint one or mole trustees Trust Deed Para 1.25 cio Pafa 1.25 Trustess appointed by a resolutlon passes at a convened meeting of the CharityTnJstees. Additional information (optional) You may choose to include further slalements where relevant about.. SORP reference Para 1.51 Policies and proceduies adopted for the induction and tiaining of trustees The chaiity's oiganisational slrucluie and any wider ftelwork with which the charity works Relationship with any related paities Paia 1.51 Para 1.51 Other Chaiity Accounts templates- TIu51ee5' annual report lor the peilod October 2016
5018 Reference and Administrative details Charity name Other naffle the charity uses Registered charity number Chaiity's piincipal addiess PoundburyCommunltyTrust 1165234 7 Filleul Road Sandfordwoods Waieham BH20 7AW Names of the charily trustees who manage Ihe chafity Office (il any) Dates a£ted11 not for Name of person (Of whole year body) entitled io appoinl trustee (il anv) Twstee name Susan Hosfoid Francesca Le3per Secretary Peter Constable Treasurer Shahll Dalvi 10 11 12 13 14 15 16 17 18 19 20 (haiity Accounts templates- Trustees, annual teporl foi the period Octobei 2016
6018 Reference and Administrative details I, (cont) Corporate trustees - names of the directofs at the date the report was approved Director name Name of trustees holding title to property belonging to the charity Trustee name Oates acted if not for whole year Chaiily Accounts tetnplate5- Trustees. annual ieport toi the peiiod Llctober 2016
7018 Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the asset5 ale held and how thi5 falls within the custodian (harity's objects Details ol arrangement5 lor Safe custody and segregation of such 5sels from the chaiily's own assets Additional information (optional) Names and addresses of advisers (Optional informalion) Type of advisei Name Addiess Name of chief execulive 01 names of senior stall member5 (Optional informalion) Exemptions from disclosure Rea50n foi non-disclosure ol key personnel delails other optional information Charity Accounts templates Trustees, annual teport lor the period October 2016
8018 Declarations The trustee5 declare that they have approved the truslee5' report above. Signed on behalf of the charity's trustee5 Signature(s) Full name(s) Fran Leaper Position (eg Secretaryi Chair, etc) Secretary Dale Charity Actount5 templates- Trustees, annual iepoit lor the period October 2016
Poundbury Community Trust Unaudited Accounts For the year ended 31 August 2025
Poundbury Community Trust Unaudited Accounts Year ended 31 August 2025 COWENTS PAGE Proprietor and Prolessionat Advisers ProprÉetols Approval Statement Accountant's Report Prollt and Loss Account Balance Sheet Notes to the Accounts
Poundbury Community Trust Proprietor and Professional Advisers Year ended 31 August 2025 Proprietor PoundIry Community Trust Business name Poundbury Communty Trust 33 Peverell Avenue Easl Poundbury Dorchesler Dorsel DT1 3RH United Kingdom Business address Accountant PJC Accounting Services Chartered Certsfied Accountants 7 Filleul14oad Sandlord Woods Wareham Dorset BH20 7AW Unltsd Kingdom
Poundbury Community Trust Proprietor's Approval Statement Year ended 31 August 2025 In accordance wlth the engagement lettordated 23 August 2021,1 approve the accounts which comprise the Profit and loss account, balanc8 sheet and related notes. l acknowledge my responsiblllty for tho a¢xounls, in¢luding the appropriateness ol th8 applicable financial reporting framework as set out in note 1, and lor providlng PJG Accounting Services with all the information and explanations necessary for their compilation. dbury Community Trust Dale.. 3 Oolober 2025
Poundbury Community Trust Report to the proprietor on the preparation of the unaudited accounts of Poundbury Community Trust Year ended 31 August 2025 In accordance with your InstrU10n$, we have compiled the accounts on the following pages Irom the accounting records and from information and explanations supplied lo us. We have not carried out an audit or any other review, and consequently we do not. Ih8relore, express any opinion on the accounts. PJC A¢wunting Servi¢8s Charteied Certified Accountants 7 Filleul Road Sandlord Woods Wareham Dorset BH20 7AW United Kingdom Date: 3 Oclobei 2025
Poundbury Community Trust Profit and Loss Account Year ended 31 August 2025 2025 2024 Note Turnover 39,738 31.965 Gro88 proflt Finance income 39,738 31,965 134 128 Expendlture Premises costs 350 350 Office costs 17,771 20.250 Legal and prolessional General expgns8S 447 7,136 3.916 25,704 24,951 Pmlii lor the yaar 14,168 7.142
Poundbury Community Trust Balance Sheet 31 August 2025 2025 2024 Note Current assets Debtors 8,810 32,820 10,115 Cash al bank 17,347 41.630 27,462 Net current a88ets 41,630 27,462 Nèt asgetg 41,630 27,462 Flnanced by: Caphal account 41,630 27,462
Poundbury Community Trust Notes to the Accounts Year ended 31 August 2025 1 AccouDtlng ptsllcle8 BASIS OF PREPARATION The accounts have been prepared UTKler the historlcal cost basis artd on a basls whlch enables th8 profits lo be calculated in accordance wSlh United Kingdom Generally Accepted Accounting Practlce. TURNOVER The turnover shown in Ihg profft and loss account repr8sents amounts irwoiced during the year, excluswe of Valu8 Added Tax. 2 Proflt and1085 account amtysls TURNOVER 2025 2024 Sales 39,738 31,965 FINANCE INCOME 2025 2024 Bank Interest recgivable 134 128 EXPENDITURE 2025 2024 Premlses eosl$ Light, heating and power 350 350
Poundbury Community Trust Notes to the Accounts (continued) Year ended 31 August 2025 2025 2024 Off Icg costs Printing, postsge and stationery Computer costs 17,042 19.731 519 729 17,771 20,250 2025 2024 Legal and professlonal Professional feas 447 435 2025 2024 General expense8 General Insurance 386 318 Grants Paid 6,750 3,598 3.916 7,136 3 Debtors 2025 2024 Trade deblors 8,810 10.115
Poundbury Community Trust Notes to the Accounts (continued> Year ended 31 August 2025 4 Capltsl account 2025 2024 At 1 September 2024 Nel profil for the year At 31 August 2025 27,462 14,168 20,320 7,142 41,630 27.462