## **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 £**| |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 £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||Paul Jessup|Paul Jessup|**17-Nov-25**| ||Jonathan Saunders|Jonathan Saunders|**17-Nov-25**| CCXX R2 accounts (SS) 15/12/2025 2