Trustees’ Annual Report for the period
From 01 April 2024 to 31 March 2025 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, Planning and implementing projects that seek 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 full 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 facilities and 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 and some other residents have and are making a substantial contribution in time and expertise |
|---|---|---|
| Other | During the year a donation of £1,250 was received from a local business as a contribution towards a 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 Council’s proposals to factor in and reflect in our Neighbourhood plan. In addition, a community notice board 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. This playground opened in the summer of 2024. We have worked towards creating a community space with seating and new planting. 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 where relevant about:
| Achievements against objectives set |
Para 1.41 | The revisions to the Neighbourhood Plan have been prepared The installation of the playground opened in the summer of 2024. Notice and information boards. New community space. |
|---|---|---|
| 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
Review of the charity’s Para 1.21 The CIO has received grants and financial position at the end donations totalling £1,266 and expended of the period £781 on projects and £672 on administration costs. Statement explaining the Para 1.22 policy for holding reserves stating why they are held Reserves are held specifically for projects and earmarked for those specific projects. Amount of reserves held Para 1.22 £28,074 which includes a small amount of working capital. Reasons for holding zero Para 1.22 N/A reserves Details of fund materially in Para 1.24 N/A deficit Explanation of any Para 1.23 None as we are assured funding from uncertainties about the the Local Council as Neighbourhood charity continuing as a going Forums are statutorily recognised concern bodies. There are plans for the creation of a Town Council and we will need to review the impact on our charity when details are understood.
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. In the year a donation of £1,250 was made by an organisation as a contribution towards a 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. Any investment is directly into projects to improve the infrastructure and environment in our community. |
| A description of the principal risks facing the charity |
Para 1.46 | At present we are preparing 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 trusts: |
To run a neighbourhood forum | |
|---|---|---|
| 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 the trustees are elected for a term 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 | 7 Golf Links Road Broadstone Dorset BH18 8BE |
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 (ifany) |
|---|---|---|---|---|
| Jonathan Russell Saunders |
Chair | |||
| Michael Frederick Brooke | Vice Chair | |||
| Carolyn Heather Eteen Bliss |
Retired Secretary | |||
| Paul Jessup | Treasurer | |||
| John Watson Crawford | ||||
| ShirleyWorner | ||||
| Colin Elkins | ||||
| Peter Sidaway | Councillor | |||
| Vikki Slade | Councillor | |||
| Mark Edwin Grigsby | From 19/05/2025 | |||
– 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) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Jonathan Russell Saunders | Paul Jessup | |
Chair |
Treasurer | |
| 17 November 2025 | ||
| 17 November 2025 |
| 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 |
01/04/2024 Period start date |
To | 31/03/2025 Period end date |
||||
| Section A Receipts and payments | |||||||
| A1 Receipts | Unrestricted funds to the nearest £ - - 16 - - - - - 16 - - - 16 - - 672 - - - - - - 672 - - - 672 - 656 - 3,428 2,772 |
Restricted funds to the nearest £ - 1,250 - - - - - - 1,250 - - - 1,250 - 781 - - - - - - - 781 - - - 781 469 - 24,833 25,302 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ - 1,250 16 - - - - - 1,266 - - - 1,266 - 781 672 - - - - - - 1,453 - - - 1,453 - 187 |
Last year to the nearest £ |
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| Grants | - | 2,200 | |||||
| Donations | - | 2,500 | |||||
| Easyfundraising | 16 | 36 | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Sub total(Gross income for AR) |
16 | 4,736 | |||||
| A2 Asset and investment sales, (see table). |
|||||||
| - | |||||||
| - | - | ||||||
| Sub total | - | - | |||||
| Total receipts A3 Payments |
|||||||
| 4,736 | |||||||
| Neighbourhoodplan fees | - | 2,200 | |||||
| Project costs | - | 358 | |||||
| Office costs | 672 | 1,211 | |||||
| Grants transferred to BCP | - | 22,500 | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| **Sub total ** | 672 | 26,269 | |||||
| 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 |
|||||||
| 26,269 | |||||||
| - 656 | 469 | - | - 187 | - 21,533 | |||
| - | - | - | - | - | |||
| 3,428 | 24,833 | - | 28,261 | 49,795 | |||
| 2,772 | 25,302 | - | 28,074 | 28,262 |
CCXX R1 accounts (SS)
15/12/2025
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 B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Natwest bank Accruals Jonathan Saunders Signature Paul Jessup |
Unrestricted funds Restricted funds to nearest £ to nearest £ 2,772 25,302 - - - - 2,772 25,302 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 £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| Current value (optional) |
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| - | |||
| - | |||
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| When due (optional) |
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| Date of approval |
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| Paul Jessup | Paul Jessup | 17-Nov-25 | |
| Jonathan Saunders | Jonathan Saunders | 17-Nov-25 |
CCXX R2 accounts (SS)
15/12/2025
2