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2025-12-31-accounts

Charity Registration Number: 1165496

Poole Quays Forum

Trustees’ Annual Report and Accounts for the Year Ended 31 December 2025

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Poole Quays Forum Trustees’ Annual Report for the Year Ended 31 December 2025

Reference and Administration Details

Charity name

Poole Quays Forum

Charity registration number

1165496

Charity’s principal address

Poole Quays Forum Jolliffe House 32 West Street Poole BH15 1LD

Trustees

Christopher Allenby (Chair) – appointed 11/10/23 Retired by rotation – 27/10/25 reappointed 27/10/25 Gordon Sutterby (Vice chair) - appointed 25/03/21 Andrew Preston (Vice chair) - appointed 23/01/23 Susan Bellamy – appointed 01/11/23 Andrew Tame – appointed 06/03/25

Poole Quays Forum Trustees’ Annual Report for the Year Ended 31 December 2025

Structure, Governance and Management

Poole Quays Forum is a Charitable Incorporated Organisation (‘CIO’), which was created and registered with the Charity Commission on 9 February 2016.

Poole Quays Forum is a membership-based organisation. Membership of the CIO is open to:

The general management and control of the charity rests with a board of trustees, who are elected by the membership of the charity at each annual general meeting. The board of trustees may also appoint new trustees during the year, although such persons will hold office until the next AGM, where they may be re-appointed. Trustees are required to retire by rotation, with one third of the trustees retiring

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each year. Trustees who retire at an Annual General Meeting (AGM) may, if still willing to act, be reappointed.

The board of trustees meet approximately once a month to manage the affairs of the charity. All trustees give their time voluntarily. They are assisted by a group of voluntary advisors, who provide advice and guidance to the trustees on a range of technical issues.

Objectives and Activities

The objects of the charity, as set out in its governing document, are to promote for the benefit of the public:

The ‘neighbourhood area’ means the area known as Poole Old Town and Hamworthy East.

Poole Quays Forum (PQF) primarily pursues its objects as defined in the Neighbourhood Plan for the Poole Quays Forum area. Under the Localism Act 2011, a neighbourhood forum has the powers to prepare a Neighbourhood Plan and Development Order for a neighbourhood area. The PQF plan was adopted by the Local Authority (LA) in February 2017 and is now part of the LA’s planning policies. As a formal group recognized by the Local Authority, Poole Quays Forum can therefore represent the neighbourhood and the local community’s various interests. It is an opportunity for interested parties to share ideas and work together to make the neighbourhood area a better place.

Poole Quays Forum also pursues its objects by pursuing improvements to public amenities in the neighbourhood area. Such work involves working in partnership with other bodies to identify opportunities and bring forward plans to improve public space.

The trustees have referred to the Charity Commission’s guidance on public benefit when reviewing aims and objectives and when planning future activities. The trustees are satisfied that the charity meets the Charity Commission’s public benefit test.

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Achievements and Performance

A positive start to the year with BCP Council granting PQF accreditation, as a Neighbourhood Forum for a further 5 years to January 2028. This is the third consecutive renewal period.

The first members meeting of the year, held in February drew 72 attendees, the meeting opened by welcoming our first guest speaker David Sidwick, Dorset Crime and Police Commissioner 12 questions were submitted in advance And Emily Cockle, BCP Regeneration, Planning and Corporate Project Manager Topic: Holes Bay Power Station site

In April we drew 57 attendees as we were located in the Harbouside suite at the RNLI Our guest speaker was:

Neil Duncan-Jordan MP – MP for Poole 10 questions were pre submitted and some add ons A few slides were shown

In July we were back in the Waterside Suite along with 60 attendees our Guest speakers:

Alison Gudgeon, FRSA, Senior Project Manager, Poole Museum We first met Alison back in June 2022. When she told us about the proposed project.

She returned to tell us about our revamped Museum and the works to Scaplens Court. Our Poole Museum is due to reopen. This will be a great event for Poole And

Richard Perry Chair: Queen’s Park and Charminster Neighbourhood Forum Richard told us about a Community project called “Fixmystreet” that he is heading up and how this could be introduced in the PQF Area

In October, with 65 attendees we welcomed our Guest speakers:

Catherine Corbin, BCP Stakeholder Engagement & Communications Lead Officer With South West Flood & Coastal, they spoke to us about the Poole Bridge to Hunger Hill Flood Defence Scheme. And Cllr Mark Howell, The Mayor and Sheriff of Poole Told us about, and displayed, the Mayoral regalia promoting the heritage of Poole.

We held our AGM at our October Forum meeting.

Harry Paye Day, is an annual event celebrating the Heritage of Poole and the historic link of pirates with the harbour and Quay. PQF were present with a stand on the Quay, welcoming new members and providing information on new developments within the area.

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The High Street Action Zone (HAZ) project, jointly funded by Historic England and BCP Council has made significant progress with structural and visual improvements to Listed properties in the High Street. Also, in making contributions to the refurbishment and expansion of Poole Museum and Scaplens Court. All this work contributing to the celebration of the Heritage of Poole. PQF are represented as HAZ Board Member.

PQF objective is to encourage the local community to play an active part in shaping the future environment for the PQF area. Providing, timely and accurate information on activities, developments and changes to the local environment, which may affect people’s work and/or living conditions. That means bringing people together, physically, to share concepts and work towards improvements in the area.

The Trustees and Advisors met regularly on 11 occasions throughout the year. The working group review all planning applications within the area, submitting comments to the Planning team, when appropriate. Information is passed to Members, who are encouraged to give their own views and comments. The objective is to inform people and encourage them to be active in the community. We continue to work closely with developers and BCP Council on potential developments and public realm projects. Regular meetings are held with the BCP Director of Planning. PQF objective is to encourage good and sustainable development, which will improve the environment and benefit the existing and future community of the Neighbourhood area.

Representative members of the Trustees and Advisor group continued engagement and contributed to other local organisations including Poole Business Improvement District (BID), the local Police Authority, the Society for Poole. PQF representatives were active in developing the “The New Poole Local Plan”.

A proportion of the Community Infrastructure Levy (CIL) paid by developers is available for bids from the local community for projects to enhance the local environment. As PQF have a registered Neighbourhood Plan any requests for CIL funding within the PQF area must be considered by the Trustees, who make recommendations to BCP Council, who allocate the funds. During the year PQF have recommended the following payments:

To Business Improvement District (BID) for the upgrade of Street light a joint contribution of £12,000 Phase 1 2024/5 and additional £7,000 for Phase 2 2025/6

We sanctioned a CIL Payment towards Skinner Street United Reform Church Proposed Works To Hall, Parlour And Kitchen to the value of £89, 997.60

The Neighbourhood Plan is now firmly established as part of the BCP Council planning process. PQF continued to work in partnership with other interested parties such as the Council, Poole Harbour Commissioners, local businesses, potential developers, and the Poole BID team to share ideas and work together to make the neighbourhood area a better place.

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PQF Trustees wish to thank all members for their continued support. Membership at the year-end was 593, with an additional 157 interested parties and 12 BCP Council representatives, with a total mailing list of 762. All members are encouraged to participate in PQF activities and new members are most welcome.

The Trustees wish to thank the RNLI for their continued support and assistance.

A special thank you is due to fellow Trustees and Advisors, who continue to give of their time, knowledge, experience and effort on a voluntary basis.

We look forward to another active year.

Signed on behalf of all the trustees.

Christopher Allenby Chairman of the Trustees Membership Secretary Date: 6[th] June 2026

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Poole Quays Forum Receipts and Payments Accounts For the Year Ended 31 December 2025

Notes 2025 2024
£ £
Receipts
Grants -
Donations and gift aid 178 181
BCP & BoP - 1000
Total receipts  
178 1181
 
Bank Charges (41) (60)
CPRE (35) -
Print & publicity - -
Website Domain - -
Insurance (227) (198)
Loans paid off - -
Other miscellaneous costs - (265)
 
Sub-total (304) (523)
 
Net receipts / (payments) (126) 658
 
Cash funds brought forward - -
 
Cash funds carried forward (126) 658
 

All funds are unrestricted.

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Poole Quays Forum Statement of Assets and Liabilities as at 31 December 2025

Notes 2025 2024
£ £
Cash funds
HSBC current account 3783 3909
HSBC savings account - -
 
3783 3909
 
Liabilities
Payments due (100)
 
(100)
 

All funds are unrestricted.

Signed on behalf of all the trustees.

Christopher Allenby Interim Chairman of the Trustees Date: 6[th] June 2025

Accounts reviewed by

DEBBIE L. FERGUSON Date: 10[th] July 2026

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Poole Quays Forum Notes to the Accounts for the Year Ended 31 December 2025

The following notes provide additional analysis to assist with the understanding of the accounts.

1. Basis of preparation

As a CIO, the charity is required to follow accounting and reporting requirements set out by charity law. As the charity’s annual income is below £250,000, it is permitted to prepare its accounts on a receipts and payments basis. The charity has therefore chosen to present receipts and payments accounts with a statement of assets and liabilities.

2. Independent examination of the accounts

An audit or independent examination is only required if the charity’s gross income is over £25,000. The trustees have therefore decided not to have an independent examination performed in accordance with the Charity Commission’s guidance set out in ‘Independent examination of charity accounts: examiners (CC32) ’. The Trustees have, however, subjected the accounts to informal external verification by a suitably experienced person not connected to the charity.

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