## **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||||
||||||
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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** 07/04/2025