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. AGM, Quiz and Supper, 10th Anniversary 10K Race and Village Fete, Summer Barbecue with live music, hosted Purbeck Art Weeks, Purbeck Film Festival Halloween Film Night, Christmas Carols and New Years Eve live music 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 | ||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| 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, discovering its history from our display, 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 |
Achievements against objectives set |
Apart from our ongoing programme of maintenance, our temporary wooden floor desperately needs to be replaced. Efforts to raise more funds and explore the possibility of obtaining a grant will be undertaken. |
|
|---|---|---|---|
| Achievements against objectives set |
Para 1.41 | Apart from our ongoing programme of maintenance, our temporary wooden floor desperately needs to be replaced. Efforts to raise more funds and explore the possibility of obtaining a grant will be undertaken. |
|
| Performance of fundraising activities against objectives set Para 1.41 This year being the 10th anniversary of our 10K race, extra effort was made to make it memorable, and to thank our volunteers and supporters. This was a very successful event and the most lucrative yet. 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 | £34,864.00 Total in the bank including reserve and Grant for new floor £13,000 £121.00 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 | £17,726 |
| 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 | Donations and Membership Subscriptions £1,522 Fundraising £11,915 |
|---|---|---|
| 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 |
Chris Punch | Chairman | ||
| Robin Bowler | Vice Chairman | |||
| Olivia Hetreed | Secretary | |||
| Beverley Cotton |
Treasurer | |||
| Nick Salt | Maintenance | |||
| Pippa Punch | Events | |||
| Jonathan Stuart |
||||
| Jan Chadaj | ||||
| Peter Brachi | ||||
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 12/03/2026
Profit & Loss
The Coombe Keynes Trust 2022
Accounting Year 2025/25
| Debit | Credit | |
|---|---|---|
| Turnover | 13,646 | |
| Memberships | 920 | |
| Donations | 222 | |
| 10K Income | 2,843 | |
| Film Night Catering | 482 | |
| Churchyard Maintenance Donation | 380 | |
| Gift Aid | 209 | |
| Purbeck Art Weeks | 794 | |
| Harvest Supper/Music | 143 | |
| 10K Entry Fees 2025 | 6,685 | |
| Purbeck Art Weeks 2026 | 585 | |
| 10K Entry Fees 2026 | 383 | |
| add Other Income | 13,156 | |
| Interest Received | 156 | |
| Grant Income | 13,000 | |
| less Cost of Sales | 963 | |
| Film Night Costs | 218 | |
| Purb Art Weeks | 685 | |
| Harvest Supper/Music Costs | 60 | |
| Gross Profit | 25,840 | |
| less Administration Expenses | 7,270 | |
| Utilities | 896 | |
| Event Catering | 289 | |
| Church Maintenance/Servicing | 774 | |
| 10K Expenditure | 3,092 | |
| Churchyard Maintenance | 289 | |
| Membership Refund | 50 | |
| Computer Hardware | 41 | |
| Miscellaneous | 0 |
1/2
| Insurance | 1,839 | ||
|---|---|---|---|
| Operating Profit | £18,570 | ||
| less Drawings | £0 | ||
| less Profit & Loss journal entries | £0 | ||
| Retained Profit this period: | £18,570 | ||
| Retained Profit brought forward: | £16,295 | ||
| Distributable Reserves / Retained Profit carried forward: | £34,864 |
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Profit & Loss
The Coombe Keynes Trust 2022
Accounting Year 2025/25
| Debit | Credit | |
|---|---|---|
| Turnover | 13,646 | |
| Memberships | 920 | |
| Donations | 222 | |
| 10K Income | 2,843 | |
| Film Night Catering | 482 | |
| Churchyard Maintenance Donation | 380 | |
| Gift Aid | 209 | |
| Purbeck Art Weeks | 794 | |
| Harvest Supper/Music | 143 | |
| 10K Entry Fees 2025 | 6,685 | |
| Purbeck Art Weeks 2026 | 585 | |
| 10K Entry Fees 2026 | 383 | |
| add Other Income | 13,156 | |
| Interest Received | 156 | |
| Grant Income | 13,000 | |
| less Cost of Sales | 963 | |
| Film Night Costs | 218 | |
| Purb Art Weeks | 685 | |
| Harvest Supper/Music Costs | 60 | |
| Gross Profit | 25,840 | |
| less Administration Expenses | 7,270 | |
| Utilities | 896 | |
| Event Catering | 289 | |
| Church Maintenance/Servicing | 774 | |
| 10K Expenditure | 3,092 | |
| Churchyard Maintenance | 289 | |
| Membership Refund | 50 | |
| Computer Hardware | 41 | |
| Miscellaneous | 0 |
1/2
| Insurance | 1,839 | ||
|---|---|---|---|
| Operating Profit | £18,570 | ||
| less Drawings | £0 | ||
| less Profit & Loss journal entries | £0 | ||
| Retained Profit this period: | £18,570 | ||
| Retained Profit brought forward: | £16,295 | ||
| Distributable Reserves / Retained Profit carried forward: | £34,864 |
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