## **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**|
2/2
## **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**|
2/2