## **Trustees’ Annual Report for the period** **From 01 April 2023 to 31 March 2024 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||**During the year a donation of £2,500**
**was received from a local business as a**
**contribution towards the playground**
**project.**| ## **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.**
**The community notice board and new**
**information boards are well used with**
**information about local activities and**
**walking and cycling routes for visitors.**
**The Forum has been involved in the**
**funding, design and implementation of a**
**children’s playground. This playground**
**opened in the summer of 2024.**
**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.**| |**Additional information (optional)**
You may choose to include further statements|**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**
**opened in the summer of 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 and**
**donations totalling £4,700 and expended**
**£25,275 on projects and £994 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|**£28,252 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|**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 via CIL**
**funds although we do seek grants from**
**other bodies such as the Lottery. In the**
**year a donation of £2,500 was made by a**
**Broadstone business as a contribution**
**towards the playground project.**| |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|**At present we have a detailed Risk**
**assessment and policy which we**
**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 bepreapproved.**| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||**Broadstone Neighbourhood Forum CIO**
**which carries out activities for the**
**benefit of our community**| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**A CIO constitution**| |How is the charity
constituted?
(e.g. unincorporated
association, CIO)|Para 1.25|**A CIO**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**With the exception of the Broadstone**
**ward councillors who are automatically**
**ex-officio trustees most trustees are**
**elected for a term of 3 years maximum**
**and selected for their skills, knowledge**
**and experience**| ## **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
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
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||| ||Caroline Heather Eteen
Bliss|Secretary||| ||Paul Jessup|Treasurer||| ||John Watson Crawford|||| ||ShirleyWorner|||| ||Colin Elkins|||| ||Peter Sidaway|||| ||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 (e.g. Secretary,** Chair **Chair, etc) Date** 16 December 2024 ||**Broadstone Neighbourhood Forum CIO**|**Broadstone Neighbourhood Forum CIO**|**Broadstone Neighbourhood Forum CIO**|**1189350**
**No (if any)**|**1189350**
**No (if any)**|**1189350**
**No (if any)**|**CC16a**| |---|---|---|---|---|---|---|---| ||**For the period**
**from**|01/04/2023
Period start date|**To**||31/03/2024
Period end date||| ||||||||| |**Section A Receipts and payments**|||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**-**
**36**
**-**
**-**
**-**
**-**
**-**
**36**
**-**
**-**
**-**
**36**
**-**
**-**
**1,211**
**-**
**-**
**-**
**-**
**-**
**-**
**1,211**
**-**
**-**
**-**
**1,211**
**- 1,175**
**-**
**4,802**
**3,627**|**Restricted**
**funds**
**to the nearest £**
**2,200**
**2,500**
**-**
**-**
**-**
**-**
**-**
**-**
**4,700**
**-**
**-**
**-**
**4,700**
**2,200**
**358**
**-**
**22,500**
**-**
**-**
**-**
**-**
**-**
**25,058**
**-**
**-**
**-**
**25,058**
**- 20,358**
**-**
**44,993**
**24,635**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**2,200**
**2,500**
**36**
**-**
**-**
**-**
**-**
**-**
**4,736**
**-**
**-**
**-**
**4,736**
**2,200**
**358**
**1,211**
**22,500**
**-**
**-**
**-**
**-**
**-**
**26,269**
**-**
**-**
**-**
**26,269**
**- 21,533**||**Last year**
**to the nearest £**| |Grants|**-**||||||**20,000**| |Donations|**-**||||||**-**| |Easyfundraising|**36**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**36**||||||**20,000**| ||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||| ||**-**||||||| ||**-**||||||**-**| |**_Sub total_**|**-**||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||| ||||||||**20,000**| ||||||||| |Neighbourhoodplan fees|**-**||||||**-**| |Project costs|**-**||||||**8,673**| |Office costs|**1,211**||||||**673**| |Grants transferred to BCP|**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_ **|**1,211**||||||**9,346**| ||||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||||| ||**-**||||||| ||**-**||||||| |**_Sub total_ **|**-**||||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||| ||||||||**9,346**| ||||||||| ||**- 1,175**|**- 20,358**|**-**||**- 21,533**||**10,654**| ||**-**|**-**|**-**||**-**||**-**| ||**4,802**|**44,993**|**-**||**49,795**||**39,141**| ||**3,627**|**24,635**|**-**||**28,262**||**49,795**| CCXX R1 accounts (SS) 07/01/2025 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|#UNKNOWN!
Signature
Paul Jessup
Accruals
Natwest bank
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**3,627**
**24,635**
**-**
**-**
**-**
**-**
**3,627**
**24,635**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
10
**-**
**-**
**-**
**-**
**-**
Print Name
Paul Jessup
Jonathan Saunders|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||Paul Jessup|Paul Jessup|**16-Dec-24**| ||#UNKNOWN!|Jonathan Saunders|**16-Dec-24**| CCXX R2 accounts (SS) 07/01/2025 2