
## **Trustees’ Annual Report for the period** 

**From** 01 April 2024 **Period start date To** 31 March 2025 **Period end date** 

**Charity name:** Latton Parish Community Trust 

## **Charity registration number:** 1200388 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|In particular, but not limited to advancing<br>citizenship or community development in<br>the parish of Latton and Eysey|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|To provide facilities in the interests of social<br>welfare for recreation, education and<br>leisure time occupation with the objective of<br>improving the conditions of life for the<br>residents and wider community.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|It is confirmed that trustees have had<br>guidance issued by the Charity<br>Commission on public benefit via the<br>Charity Commission Guidance document<br>‘The essential trustee: what you<br>need to know, what you need to do (CC3)’<br>Each trustee signed a ‘Trustee Eligibility<br>Declaration’ when taking on their duties.|



**Additional information (optional)** You may choose to include further statements where relevant about: 

||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|We are not a grant giving organisation and<br>our expenditure can only be in pursuit of<br>our objects|
|Policy on social investment<br>including program related<br>investment|Para 1.38|Meaningful social investment is dependent<br>upon the provision of the new community<br>facility and investment efforts in the<br>meantime are focused on that.|





|||The LPCT Business Plan (July 22)<br>continues to be updated and outline the<br>purposes of the Trust and sources of<br>programme investment (grants,<br>sponsorship, and fundraising) as well as<br>the plan for phasing the subsequent spend.<br>This will be further detailed once the new<br>facility has achieved outline planning<br>permission (still progressing and pending<br>Section 106 agreement).|
|---|---|---|
|Contribution made by<br>volunteers|Para 1.38|Volunteers have been steadfast in their<br>support to the LPCT despite a drawn-out<br>outline planning phase due to ongoing<br>County Council delays.<br>Achievements include those mentioned<br>below and volunteers’ representation on<br>the committee as the voice of their<br>community should not be understated.|
|Other|||



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|Key achievements have included:<br>•<br>Representation at Parish Council<br>•<br>Community engagement<br>•<br>Planning liaison with:<br>`o`Landowner<br>`o`Wiltshire Council<br>`o`Local Councillor<br>`o`Local MP<br>`o`Legal Representatives<br>•<br>Set up Fundraising Platforms:<br>`o`Benevity<br>`o`Easyfundraising<br>•<br>Funds secured to obtain Legal<br>support for land transfer<br>conveyancing (TP1 agreement), this<br>included:<br>`o`Parish Council grant<br>`o`Fundraising Platform<br>proceeds and donations<br>A key milestone this year was the<br>requirement to get the Outline Planning<br>Permission re-approved as the landowner|





had withdrawn the original £100,000 pledge due to delays and rising costs. This meant the application going back to the Council Planning Committee. The LPCT was fully supportive of continuing in its aims and objectives, confident in succeeding, albeit over a longer timescale. The scheme was supported by our local Ward Councillor and Parish Council; the Trust also had the added support from our local MP. The application was unanimously approved by the County Council and is now pending Section 106 agreement. Communication and consultation with the community has taken on numerous forms, including more regular social media (Facebook) updates and presence at local events. 

**Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41|Currently limited to achievements above.<br>The focus is still on securing the Outline<br>planning for a new community facility from<br>which point, efforts will focus on the design,<br>build and running of said facility for the<br>good of the community and trust objectives.|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|Fundraising commenced tentatively via<br>Enterprise (Benevity) and online shopping<br>platforms (Easyfundraising). We also<br>approached the Parish Council for a grant<br>to support enabling / legal costs which was<br>successful.<br>Otherwise, we will not be in the position to<br>apply for meaningful grants, etc. or major<br>fundraising activities until we have<br>achieved Outline Planning and taken<br>ownership of the land (pending S106<br>agreement).<br>This is so that we can meaningfully<br>associate donations or grants to specific<br>elements of project spend and show that<br>we have a tangible asset to develop.|
|Investment performance<br>against objectives|Para 1.41|A very ancillary investment was made to<br>procure a pull-up banner which was<br>provided at cost price and enables<br>exposure and engagement at community<br>events, etc.|





There has also been commitment to some legal costs for land transfer conveyancing, although this has yet to come to fruition, or required payment. No other investment to date nor expenditure for the above reasons. Any services required have been provided on a self-help or voluntary basis. Other 



## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|£298.34|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|No reserves held and decisions relating to<br>this will be made once a form of regular<br>income is generated.|
|Amount of reserves held|Para 1.22|£0.00|
|Reasons for holding zero<br>reserves|Para 1.22|No consequential income at this stage and<br>decisions relating to this will be made once<br>a form of regular income is generated.|
|Details of fund materially in<br>deficit|Para 1.24|£0.00|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|Once outline planning is granted project<br>risks will relate to the ability to generate<br>enough spend for the community facility<br>design and build. We are confident this is<br>achievable, it will just take longer than<br>originally planned due to the original £100k<br>pledge being withdrawn.<br>After build completion (expected to take 2-<br>years+), there will then be an ongoing risk<br>to manage, balancing regular income from<br>the facility to pay its overheads and invest<br>in its growth.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Principle sources of funding are expected to<br>include:<br>•<br>Crowdfunding<br>•<br>Benevity<br>•<br>Easyfundraising<br>•<br>Totalgiving<br>•<br>Community First<br>•<br>Latton Parish Council<br>•<br>Arnold Clark<br>•<br>Solve community fund<br>•<br>Mid Counties Co-operative Grants<br>•<br>National Lottery community fund<br>•<br>Landfill Trusts<br>•<br>National Emergencies Trust Local<br>Action fund<br>•<br>Central Southern England Fund<br>•<br>113 Events (and other local event<br>organisers)<br>•<br>Community ownership fund<br>•<br>Garfield Western foundation<br>•<br>FCC Community Action Fund<br>•<br>Small Grants Scheme –<br>foylefoundation.org.uk<br>•<br>Waylands<br>•<br>Cullimore<br>•<br>Tarmac|
|---|---|---|





|||•<br>Local Community Groups<br>•<br>Other Local Businesses / Employers<br>•<br>Our own Fundraising Events|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|Investment is currently focused on<br>achieving the build of a new community<br>facility.<br>As we move into the detailed design and<br>build phase of the project, so related<br>policies will be established and formalised.|
|A description of the principal<br>risks facing the charity|Para 1.46|**1. Planning:**<br>We are confident that detailed planning will<br>be approved, however, there is a risk that<br>we may not be able to:<br>a. Secure approval for the build<br>b. Achieve the design required to<br>conduct planned activities.<br>**2. Community:**<br>Whilst we have a quorate and active<br>committee there is a risk that we may not<br>be able to:<br>a. Generate enough interest locally<br>and beyond<br>b. Maintain support for the LPCT<br>and its purpose<br>**3. Affordability:**<br>The original pledge of £100,000 towards<br>costs from the landowner was withdrawn<br>meaning there is a risk that we will not be<br>able to:<br>a. Generate sufficient funds for the<br>design and build of the facility.<br>b. Generate sufficient income to<br>cover operating costs.<br>c. Raise funds to give back to the<br>Community via trust objects.|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|<br>Para 1.25|Constitution of a Charitable Incorporated<br>Organisation with voting members other<br>than its charity trustees|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO (Charitable Incorporated Organisation)|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Our CIO ‘association model’ has a wider<br>voting membership who can make certain<br>decisions (such as amending the<br>constitution) and are able to appoint some<br>or all of the charity trustees (who will serve<br>for fixed terms) and may be involved in the<br>workof the CIO.|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51|Trustee training will be conducted by way of<br>handover and by working alongside existing<br>trustees.<br>Each new trustee will be provided with the<br>Charity Commission Guidance document<br>‘The essential trustee: what you<br>need to know, what you need to do (CC3)’<br>and must have signed the ‘Trustee<br>Eligibility Declaration’.<br>As the trust matures, so specific roles will<br>have a focused and more detailed ‘job<br>description’ and likely supporting written<br>procedures to follow.<br>Each new Trustee should also be provided<br>with a copy of the most recent accounts|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|Currently a traditional and CIO association<br>structure with Chair, Secretary, Treasurer.<br>Remaining trustees and members conduct<br>various work, including but not<br>exhaustively:<br>•<br>Communications<br>•<br>Fundraising<br>•<br>Events<br>•<br>Community Research<br>•<br>Planning and Design|
|Relationship with any<br>related parties|Para 1.51|No formal relationships currently|





Other 

## **Reference and Administrative details** 

|Charity name|Latton Parish Community Trust|
|---|---|
|Other name the charity uses|LPCT|
|Registered charitynumber|1200388|
|Charity’s principal address|Poppy Cottage<br>39 Upcott<br>Latton<br>SN6 6DS|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Benjamin Stevens|Chairman|||
||Emma Fletcher|Secretary|||
||BarryBranigan|Treasurer|||
||Andrew Lawrence|Trustee|||
||David Pembridge|Trustee|||
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– Corporate trustees names of the directors at the date the report was approved 

**Director name** None 

Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|None|||
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## **Funds held as custodian trustees on behalf of others** 

|Description of the assets<br>held in this capacity|None|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|None|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own<br>assets|None|



## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

|**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|
|---|---|---|
|**None**|||
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**Name of chief executive or names of senior staff members (Optional information)** None 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

**N/a** 

## **Other optional information** 

**None** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

|**Signature(s)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc) **<br>**Date**|Original Signed|Original Signed|
|---|---|---|
||Benjamin Henry Stevens|Emma Ruth Fletcher|
||<br> Chair|Secretary|
||01 July 2025||
||01 July 2025||





CHARITY COMMISSION
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