## **Trustees’ Annual Report for the period** **From 01 April 2021 Period start date To 31 March 2022 Period end date** ## **Charity name: BROADSTONE NEIGHBOURHOOD FORUM CIO** ## **Charity registration number: 1189350** ## **Objectives and Activities** **----- Start of picture text -----**
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
have had regard to the
guidance issued by the .No
Charity Commission on
public benefit
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
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** **----- Start of picture text -----**
SORP reference
The Council’s Local Plan is
currently under review and the
trustees have spent time seeking
Summary of the main the views of local residents and
Para 1.20
achievements of the reviewing the Councils proposals
charity, identifying the for the Neighbourhood plan.
difference the charity’s
work has made to the In addition, a community notice
circumstances of its boards and new information
beneficiaries and any boards have been erectred
wider benefits to society together with information about
as a whole. 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: **----- Start of picture text -----**
The revisions to the
Achievements against Neighbourhood Plan have been
objectives set Para 1.41 prepared
New information boards have
been completed and erected
Performance of
Not Applicable as our funding
fundraising activities
against objectives set Para 1.41 comes from the local authority
Investment performance
Not Applicable
against objectives Para 1.41
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other Not Applicable ## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21
The CIO has expended £10,974
financial position at the
and all the money has come from
end of the period 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: **----- Start of picture text -----**
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** **----- Start of picture text -----**
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)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
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** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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
Robert David White 15.6.20-31-3-21
8
Vikki Slade 20.7.20-31.3.21
9
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 **Dates acted if not for** **Trustee name** whole ear ## **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** 28 June 2022 I (MARITY CI)MM1551011 I IOP EW6LAIrf) WAIES >Jw Recel t8 and ents accounts CC16• T• 3lWt22 Section A Receipts and pa ments A1 Ri rotsi Sub ¢0 M• t•1 ¢CXX Ri (881 Sectlon 8 Statement of assets and Ilabilitles at the end ol the penod fvnd• rov lil.,I l¢ii CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Roport to tho tru$toosl mèmb•rn of harlty Broadstone NeighbourhLKKI Forum CIO On accounts for th• year ended 31 March 2022 Charlty no {rf any) 1189350 S•t out on pages 1and2 It8ffwnbw to the page nLThbgr8 of additi.ond s￿ets) I report to the trustees on my examination of the accounts of the above charity (Ihe Trust.) for the year ended . 111, 7 R•sponslbllftles and As the charlty trustees of the Trust. you are responsible for the preparation bas18 of r•port of the accounts in accordance with the requir8ments of the Charities Act 2011 (Ihe Acr). I report in rnsp8ca of my examination of the Trust's accounts carrled out under section 145 of the 2011 Act and In ¢arrylng out my examlnation, I have followed the appli¢abb Dire¢tK)ns given by the Charity Commi88lon under section 145(5Xbl of the Acl. I have completed my 8xamination. I confirn that no materfal matters have come to my attentk>n { ") in conneclbJn with the examination which gives me cause to bel18￿ that In, any material respecL' ac￿Unts.ng records were not kept In 8Ctcrtlance wlth section 130 of the Act or accounts do not accord wlth the a¢countlThJ records Independont examlnerfs stal•m•nt I have no concerns and have ￿rne acxoss no other matters in Connection vthh the exaMinat￿n to which attention should be drawn In order to enable 8 proper urKlerstandlng of the a¢counts to be reached. ' Please d81618 the words in the brackets rfthey do not apply. Slgn•d: Name: Stephen Evans FCA R•l•vant prof•sslonal quallfl&itlonl6) or body Ilf any): Instituie of Chartered Acu)unts in England arKI Wales Address: 20 Harcourt Street London W1H 4HG IER October 2018 Section B Disclosure Only complet8 rf th8 8xamin8r needs to h￿hlIght mattèrs of concem (see CC32, IndepeTh*nt 8xamination of ¢harfty a¢￿unts. dlrectbns and guldance for examiners). Give horo brief details of any ftem8 that the axaminer wishes to dlsc108e. IER October 2018