## **Trustees’ Annual Report for the period** **From 01 April 2022 to 31 March 2023 Charity name: BROADSTONE NEIGHBOURHOOD FORUM CIO** **Charity registration number: 1189350** ## **Objectives and Activities** ||SORP
reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**(1) To promote high standards of planning**
**and architecture in and affecting**
**Broadstone Poole Dorset (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
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**The revision of the Broadstone**
**Neighbourhood Plan.**
**The consideration of local planning**
**applications and making representations**
**where appropriate,**
**Considering ways to improve the**
**neighbourhood of Broadstone**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The trustees have had regard to the**
**guidance issued by the Charity**
**Commission on public benefit.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**Our policy is not to give any grants to**
**individuals but to use our funds for**
**projects that enhance Broadstone.**| |Policy on social investment
including program related
investment|Para 1.38|**Our policy is to improve the**
**environment of Broadstone thereby**
**improving the area for residents and**
**visitors of all types.**| |Contribution made by
volunteers|Para 1.38|**No financial contributions as all our**
**funds to date have come from the Local**
**Council and other charitable**
**organisations but the Trustees have and**
**are making a substantial contribution in**
**time and expertise**| |---|---|---| |Other||**N/A**| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**The Council’s Local Plan is currently**
**under review and the trustees have**
**spent time seeking the views of local**
**residents and reviewing the Councils**
**proposals for the Neighbourhood plan.**
**In addition, a community notice boards**
**and new information boards have been**
**erected together with information about**
**walking and cycling routes for visitors.**
**The Forum has been involved in the**
**funding, design and implementation of a**
**children’s playground.**
**Further, the Forum has and is**
**continuing to make representations to**
**the Local Council about what it**
**considers to be infrastructure**
**improvements including dangerous**
**conditions for cyclists and pedestrians**
**together with representations about**
**planning matters.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|**The revisions to the Neighbourhood**
**Plan are being prepared**
**The installation of the playground is**
**expected to be in 2024.**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|**Not Applicable as our funding comes**
**from the local authority and other grant**
**awarding bodies.**| |Investment performance
against objectives|Para 1.41|**Not Applicable**| |Other||**Not Applicable**| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The CIO has received grants totalling**
**£20,000 and expended £8,637 on**
**projects and £708 on administration**
**costs.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Reserves are held specifically for**
**projects and earmarked for those**
**specific projects.**| |Amount of reserves held|Para 1.22|**£49,785 which includes a small amount**
**of working capital.**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**None as we are assured funding from**
**the Local Council as Neighbourhood**
**Forums are statutorily recognised**
**bodies.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Primarily the Local Council although we**
**do seek grants from other bodies such**
**as the Lottery.**| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**All money that we receive is paid into an**
**account in the name of the Broadstone**
**Neighbourhood Forum CIO with Nat**
**West Bank.**| |A description of the principal
risks facing the charity|Para 1.46|**We have prepared a Risk policy which**
**we shall carefully follow.**
**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||| ## **Structure, Governance and Management** Description of charity’s **To run a neighbourhood forum** trusts: Type of governing document Para 1.25 **A CIO constitution** (trust deed, royal charter) How is the charity Para 1.25 constituted? **A CIO** (e.g unincorporated association, CIO) Trustee selection methods Para 1.25 **With the exception of the Broadstone** including details of any **ward councillors who are automatically** constitutional provisions e.g. **ex-officio trustees the trustees are** election to post or name of **elected for a term of 3 years maximum** any person or body entitled **and selected for their skills, knowledge** to appoint one or more **and experience** trustees ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|**New trustees are given a copy of the**
**constitution and the latest Trustees**
**Annual Report and statement of**
**accounts as well as Charity Commission**
**information on running charities and**
**being a trustee.**| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**As per our constitution.**| |Relationship with any
related parties|Para 1.51|**None other than with the Local Council.**| |Other||| ## **Reference and Administrative details** |Charity name|Broadstone Neighbourhood Forum CIO| |---|---| |Other name the charity uses|None| |Registered charity number|1189350| |Charity’s principal address|100 Fairview Drive
Broadstone
Dorset
BH18 9AR| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee**
**(if any)**| |---|---|---|---|---| ||Jonathan Russell
Saunders|Chair||| ||Michael Frederick Brooke|Vice Chair||| ||Carolyn Heather Eteen
Bliss|Secretary||| ||Paul Jessup|Treasurer||| ||John Watson Crawford|||| ||ShirleyWorner||From 17/10/2022|| ||Colin Elkins||From 17/10/2022|| ||Peter Sidaway||From 19/06/2023|| ||Vikki Slade|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| 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 **N/A** falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own **N/A** 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 Secretary,** Chair **Chair, etc) Date** 14 January 2024 CHARITY COMAIISSION ' FOR ÉNGLANO AND WAIES Recei tsand m8nts accounts CC16a For th• Fxrtod To 01W2022 31m12023 Soctioi) A RecciptS <11i(I Iiayiiieiits nd• fvnd• Trtml fund• L••ty••v Al R•c•l Athrf4r**lrom BCP 12 Sub tot•l(Gros8 inGome for AR) A2 As••t and Inv•Btm•rt ••lw. ub tot•1 P￿? 73 17) Sub tot41 A4 A••8t •nd In￿•1m•ni Sub tot•1 Il•tolrn¢•lpt•l(p•yni•nts) . AS Trnn•l•rn b•lw•n fvnd• C•th lundB l•Bt y•*r ond ga 120 CCX¥ Rl ?￿￿jnt8 ISSI 1L¥12fI023 Sectioii B Slaloiiiei)l 01 ,'4SSL.1s cll)(I IicilTrilili£.'s <41 Ilic, eii(l ol tlii, i)eriocl Unrnstrlctqd R￿trfCtsd EndMn•nt lun ndB fund• r••r••t£ Categories D8tsils 81 Cmh fund4 44•11 Totsl cash fvnd• •ii A.gieèrwil Eiroi AuFepniènl e."rv fuDd• lund• Ipj t)•tslls 4 A•••t• r•tsln•d lor th• ¢h•rfty'• Own u•• Dotalls AC￿￿¥ BJ Ll•blllll•• s#￿t￿rg p￿nI Nam• rov•l Pwul J JMath•n Saund•r• lij '16111 11.3 CCXX P2 Issi 1ty12fd023 CHARITY COMMISSION FOR ANO ￿E5 Independent examlnerfs report on the accounts Scction A Indepoiident Exciiiiiiier s Report R•port to the trust••8 Broadstone NeighbourtK)od Forum CIO On a¢counts for th• y•ar 31 March 2023 Charlty no (If any) 1189350 Sot out on pag•8 1and2 Irèmembér lo Includ& Ih@ pa9e numb8rs ol addibonal she8lSI I report trj th8 truste88 on my ex8minatSon of tha accounts of the above d￿rity {Ihe Trust") f¢x the year ended 3110312023. R•8pon8lbllhl•8 and ba•1• of r•port A8 the charity8 tru8t888. you ar8 responslble for the preparatlon of the accounts In accordance with the requirements of the Chartlles Act 2011 {'the Act"). I report in respect of my examination of th8 Trust'8 accounts carried out under section 145 of the 2011 Act and In carying out my examlnatlon, I have followed all the appllrable Dlrections glven by the Charity Comml8slon under 88ctlon 145(5Xb) of tha Act. Ind•pond•nt •xamln•rf8 8tat•m•nt I have completed my examlnatlon. I conflm that no material matters have come to my attention In connection with the examinalSon (other than that dSs¢losed below "I whlch gives me cause to belleve that In. any material re8pect: the acojuntlng records were not kept In accordanc￿ wlth 8ectlon 130 of the Charities Act., or the accounts did not 8¢cord wlth the accountlng records,. or the accounts did not comply with the applicable requirements conceming the fom and contènt of accounts set out in the Chariti88 (Accounts and Reports) Regulatlons 2008 other than any requlr8m8nt that the accounts give a Yrue and fair, view which is not a matter onsid8r￿ as part of an independent examination. I hav8 no concems and have come across no other m8tter8 In connection with the examination to which attention should be drawn in this report in order to enable 8 prop8r understandin9 of th8 accounts to b8 reached. . Please delete the words In the br8ck8ts Ilthey do not 8ppIy. Slgn•d: Dat•: 2011112023 N•m•: Stephen Wllllam Evans Rohv•nt profess14xMI quallfi¢atlon(•) or body ICAEW IER Oct 2018 (If any): 20 Harcourt Str8et London W1H 4HG Only Complete If the examlner needs to highlight material matters of conc*m (see CC32. Indepwthnt examlnatlon of Charlty accounts: dIreC￿n8 and guSdanc• for oxamln•r8>. Glv• h•r• brl•f d•tall• of •ny tt•m• Ih•l th• •xamln•r wl•h•s to dlsclom. IER OGt 2018