## **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~~||||
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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