## **Trustees’ Annual Report for the period**
**From 4 May 2020 Period start date To 31 March 2021 Period end date**
## **Charity name: BROADSTONE NEIGHBOURHOOD FORUM CIO**
## **Charity registration number: 1189350**
## **Objectives and Activities**
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SORP
reference
Summary of the Para 1.17 (1) To promote high standards of
purposes of the charity planning and architecture in and
as set out in its affecting Broadstone Poole Dorset
governing document (the area)
(2) To educate the public in the
geography history, natural history,
culture and architecture of the
Area
(3) To secure the provision
protection development and
improvement of the features or
areas of historic or public interest
in the Area
Summary of the main Para 1.17
and 1.19 The revision of the Broadstone
activities in relation to
Neighbourhood Plan.
those purposes for the
The consideration of local planning
public benefit, in
applications and making
particular, the activities,
representations where appropriate,
projects or services
Considering ways to improve the
identified in the
neighbourhood of Broadstone
accounts.
Statement confirming Para 1.18
whether the trustees
Yes. This was particularly
have had regard to the considered on the creation of the
guidance issued by the
CIO and is under review in regard
Charity Commission on
to policy creation and actions.
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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SORP reference
Our policy is not to give any
Para 1.38 grants to individuals but to use
Policy on grant making
our funds for projects that
enhance Broadstone.
Our policy is to improve the
Policy on social Para 1.38 environment of Broadstone
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investment including
program related thereby improving the area for
investment residents and visitors of all types.
No financial contributions as all
Contribution made by Para 1.38 our funds to date have come from
volunteers the Local Council but the Trustees
have and are making a
substantial contribution in time
and expertise
Other N/A
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## **Achievements and Performance**
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SORP reference
The original local plan was
prepared a few years ago by the
Forum (before it was a CIO) and
Summary of the main adopted by the then Local Council
Para 1.20
achievements of the in 2018. Considerable time and
charity, identifying the effort has been spent in the last
difference the charity’s year in revising it and the revised
work has made to the version has been submitted to
circumstances of its the new Local Council
beneficiaries and any (Bournemouth Christchurch
wider benefits to society Poole) for comment and
as a whole. ultimately acceptance.
In addition, a community notice
boards and new information
boards have been commissioned
together with information about
walking and cycling routes for
visitors.
Further the Forum has and is
continuing to make
representations to the Local
Council about what it considers to
be infrastructure improvements
including dangerous
improvements for cyclists and
pedestrians together with
representations about planning
matters.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The revisions to the
Achievements against Neighbourhood Plan have been
objectives set Para 1.41 prepared.
New community notice board.
New information boards
commissioned
Not Applicable as our funding
Performance of comes from the local authority
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fundraising activities Para 1.41
against objectives set
Investment performance
Not Applicable
against objectives Para 1.41
Other Not Applicable
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## **Financial Review**
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Review of the charity’s Para 1.21 The CIO has expended less than
financial position at the 10K and all the money has come
end of the period from the Local Council so it is
solvent.
Statement explaining Para 1.22 Unfortunately at present the
the policy for holding Local Council only passes money
reserves stating why to the Forum pretty much when
they are held necessary and has been reluctant
to deposit money which it
receives from Community
Infrastructure Levy [CIL] (which
we are entitled to) until we
actually need it. We are urgently
seeking to resolve this.
Amount of reserves held Para 1.22 None for the reasons set out
above. We have a small amount
of working capital.
Reasons for holding zero Para 1.22
See above
reserves
Details of fund materially Para 1.24
N/A
in deficit
Explanation of any Para 1.23 None as we are assured funding
uncertainties about the from the Local Council as
charity continuing as a Neighbourhood Forums are
going concern statutorily recognised bodies.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The Local Council at present
The charity’s principal
sources of funds Para 1.47 although we may consider other
sources including fund raising
(including any
ourselves in the future.
fundraising)
All money that we receive is paid
Investment policy and
objectives including any Para 1.46 into an account in the name of
the Broadstone Neighbourhood
social investment policy
Forum with Nat West Bank locally.
adopted
At present we are preparing a
Risk policy which we shall
A description of the Para 1.46 carefully follow.
principal risks facing the
charity The principal risk would be to
commission work without the
funds to pay for it but this is
unlikely because of our source of
funding as set out above where
any project seeking funding
needs to be preapproved.
Other
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## **Structure, Governance and Management**
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Description of charity’s
To run a neighbourhood forum
trusts:
Type of governing Para 1.25
document
A CIO constitution
(trust deed, royal
charter)
How is the charity Para 1.25
constituted?
A CIO
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25
With the exception of the
methods including
Broadstone ward councillors who
details of any
are automatically ex-officio
constitutional provisions
trustees the trustees are elected
e.g. election to post or
for a term of 3 years maximum
name of any person or
and selected for their skills
body entitled to appoint
knowledge and experience
one or more trustees
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## **Additional information (optional)**
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New trustees are given a copy of
the constitution and the latest
Policies and procedures Trustees Annual Report and
adopted for the Para 1.51 statement of accounts as well as
induction and training of Charity Commission information
trustees on running charities and being a
trustee.
The charity’s
organisational structure Para 1.51
and any wider network As per our constitution.
with which the charity
works
Relationship with any Para 1.51 None other than with the Local
related parties Council.
Other
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## **Reference and Administrative details**
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Charity name Broadstone Neighbourhood Forum CIO
Other name the charity None
uses
Registered charity 1189350
number
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Charity’s principal 100 Fairview Drive
address Broadstone
Dorset
BH18 9AR
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## **Names of the charity trustees who manage the charity**
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Name of person (or
Dates acted if not body) entitled to
Trustee name Office (if any)
for whole year appoint trustee (if
any)
Jonathan Russell Chair
1
Saunders
Michael Frederick Vice Chair
2
Brooke
Carolyn Heather Eteen Secretary
3
Bliss
4 Paul Jessop Treasurer
5 John Watson Crawford
Christopher Mark 15.6.20-31.3.21
6
Seamer Rathbone
Geoffrey Albert 15.6.20-31.3.21
7
Daulman
8 Robert David White 15.6.20-31-3-21
9 Vikki Slade 20.7.20-31.3.21
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity **None** Name and objects of the charity on whose behalf the assets are held and how this falls within the **N/A** custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s **N/A** own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Jonathan Russell Saunders **Position (eg** Chair **Secretary, Chair, etc)**
**Date** 30[th] May 2021
**Broadstone Neighbourhood Forum CIO 1189350**
**Receipts and payments accounts For the period** 5/4/2020 3/31/2021 **To from**
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Groundwork grant 7,800 - - 7,800
BCP CIL advance 1,000 - - 1,000
Sundry 83 - - 83
- - - -
- - - -
- - - -
- - - -
- - - -
8,883 - - 8,883
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 8,883 - - 8,883
A3 Payments
Web hosting costs 79 - - 79
Survey costs 384 - - 384
Planning consultancy fees 7,800 - - 7,800
Information board project costs 500 - - 500
- - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 8,763 ] - - 8,763
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 8,763 - - 8,763
Net of receipts/(payments) 120 - - 120
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 120 - - 120
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|**Section B Statement**|**of assets and liabilities**|**at the end of the period**|**at the end of the period**|**at the end of the period**|
|---|---|---|---|---|
|||**Unrestricted**||**Restricted**|
|**Categories**|**Details**|**funds**||**funds**|
|**B1 Cash funds**|Natwest bank current account
**_Total cash funds_**|**to nearest £**
**120**
**-**
**-**
**120**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree balances with receipts and payments
account(s))|OK
|OK||
|||**Unrestricted**||**Restricted**|
|||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**|||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
|||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**|**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees|Signature|Print|Name||
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CC16a
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Last year
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## **to the nearest £**
**-**
**-**
**-**
**-**
**Endowment funds to nearest £ - - - -**
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OK
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**Endowment funds to nearest £ - - - - - -**
**Current value (optional)**
**-**
**Current value (optional)**
**When due (optional)**
Date of approval