Trustees’ Annual Report for the period
From 1st January 2024 Period start date To 31st December 2024 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 surrounding churchyard. A programme of events and fundraising throughout the year. Hosted Purbeck Art weeks, Purbeck Film Festival, our annual 10K Race, summer barbecue, harvest supper, live music event, pub nights, AGM. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public |
Para 1.18 | The Trustees are mindful of the guidance and always consider their actions to be for the public benefit. |
| ~~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, all maintenance of the church and churchyard, and all the 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 historic stone church building is in good condition and the surrounding churchyard is well maintained. Many visitors have enjoyed exploring the church, discovering family gravestones and have 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 | £16,295 Total in the bank including reserve. Petty Cash £99.00 |
| 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 | £10,570 |
| 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, seconded and elected 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 | |||
| Chris Punch | Secretary | |||
| Beverley ~~Ctt~~ |
Treasurer | |||
| ~~oon~~ Nick Salt |
Maintenance | |||
| Peter Brachi | ||||
| Olivia Hetreed | Compliance | |||
| Pippa Punch | Events | |||
| Jan Chadaj | ||||
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 07/04/2025