Trustees’ Annual Report for the period
From 1st January 2023 Period start date To 31st December 2023 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 |
Continued programme of maintenance of the fabric of the building and churchyard. A programme of events and fundraising throughout the year. Burns Night Supper, Pub Night, AGM, Coronation Curry Night, 10K Race, Summer Barbecue, Harvest Supper and History Night, Purbeck Film Festival Film Night. |
| 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
| Contribution made by volunteers |
Para 1.38 | Running the Trust, maintaining the church and churchyard and all events are only possible because of the tireless effort of all our volunteers. We recognise this and are extremely grateful to them. |
|---|---|---|
| Other |
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 church building is in good condition and the surrounding churchyard is well maintained. Many visitors have enjoyed exploring the church and left favourable comments. All events have been well attended, both by villagers and guests from further afield, particularly our 10K Race which attracts runners and their supporters, from all across the south of England. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | £13,955 Total in the bank including reserve. £87.00 Petty Cash |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserve to gain interest, and allow for future development projects. |
| Amount of reserves held | Para 1.22 | £10,419 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| 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 | 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 (if any) |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Jonathan Stuart |
Chairman | ||
| Robin Bowler | Vice Chairman | |||
| Liz Chadaj | Secretary | |||
| Beverley Cotton |
Treasurer | |||
| Nick Salt | ||||
| Peter Brachi | ||||
| Olivia Hetreed | ||||
| Jan Chadaj | ||||
| Pippa Punch | ||||
| Matt Crowfoot | 01/01/23 to 22/04/23 |
|||
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 04/03/2024
Profit & Loss
The Coombe Keynes Trust 2022
Accounting Year 2023/23
| Debit | Credit | |
|---|---|---|
| Turnover | 6,719 | |
| Sales | 73 | |
| Memberships | 730 | |
| 10k entry fees | 2,553 | |
| Donations | 11 | |
| Burns night | 194 | |
| Coronation Pub Night | 387 | |
| 10K Income | 963 | |
| 10K Entry Fees 2024 | 421 | |
| From Petty Cash | 120 | |
| Film Night Catering | 439 | |
| History/Harvest Supper | 420 | |
| Churchyard Maintenance | 300 | |
| Gift Aid | 109 | |
| add Other Income | 99 | |
| Interest Received | 99 | |
| less Cost of Sales | 2,689 | |
| Burns Night Costs | 111 | |
| Film Night Costs | 181 | |
| 10K Race Costs | 2,069 | |
| Coronation Pub Night Costs | 247 | |
| Harvest/History Supper Costs | 80 | |
| less Administration Expenses | 4,651 | |
| Utilities | 482 | |
| Event Catering | 190 | |
| Maintenance/Servicing | 1,679 | |
| Catering Equipment | 247 | |
| Web Hosting | 73 |
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| Computer Hardware | 19 | |
|---|---|---|
| Licenses and Permits | 21 | |
| Books and Journals | 22 | |
| Subscriptions | 112 | |
| Insurance | 1,805 | |
| Operating Proft | -£522 | |
| less Drawings | -£14,477 | |
| less Proft & Loss journal entries | £0 | |
| Retained Proft this period: | £13,955 | |
| Retained Proft brought forward: | £0 | |
| Distributable Reserves / Retained Proft carried forward: | £13,955 |
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