Trustees’ Annual Report for the period
From 03/05/2022 Period start date To 31/12/2022 Period end date
Charity name: The Coombe Keynes Trust 2022
Charity registration number: 1198804
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Restoration and preservation for the public of the Church of the Holyrood, Coombe Keynes, Dorset, and its use for social, educational and charitable purposes. |
| 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 |
This year we have been going through the legal process to become a Charitable Incorporated Organisation (CIO). As this process is still ongoing we are not yet operational. As advised by The Charities Commission we are submitting a nil return for this period. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees are mindful of the guidance and always consider their actions to be for the public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment
Para 1.38 Contribution made by volunteers Other
Achievements and Performance
SORP reference As we are in the process of becoming a CIO we are not yet operational. Summary of the main Para 1.20 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.
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Striving to become a CIO. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Nil |
| Investment performance against objectives |
Para 1.41 | Nil |
Other
Please note there are no accounts as the Charity is not yet operating.
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Nil |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Nil |
| Amount of reserves held | Para 1.22 | Nil |
| Reasons for holding zero reserves |
Para 1.22 | Nil |
| Details of fund materially in deficit |
Para 1.24 | Nil |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Nil |
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 | Nil |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Nil |
| A description of the principal risks facing the charity |
Para 1.46 | Nil |
| Other |
Structure, Governance and Management
| Description of charity’s |
||
|---|---|---|
| ~~t~~ ~~t~~ Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Working towards becoming 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 |
Para 1.25 | Trustees are proposed, and seconded at the AGM. |
| ~~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 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Coombe Keynes Trust 2022 |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1198804 |
| Charity’s principal address | Church of the Holyrood, Church Lane, Coombe Keynes, Wareham, Dorset. BH20 5PS |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Jonathan ~~Stt~~ |
Chairman | ~~(if any)~~ | |
| ~~uar~~ Robin Bowler |
Vice Chairman | |||
| Liz Chadaj | Secretary | |||
| Beverley ~~Ctt~~ |
Treasurer | |||
| ~~oon~~ Nick Salt |
||||
| Peter Brachi | ||||
| Olivia Hetreed | ||||
| Jan Chadaj | ||||
| Pippa Punch | ||||
| Matthew ~~Cft~~ |
||||
| ~~rowoo~~ | ||||
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 rf not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s 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) Beverley Cotton Position (eg Treasurer Secretary, Chair, etc)
Date 19/03/2024