Trustees’ Annual Report for the period
From 1[st] April 2024 to 31[st] March 2025
Charity name: The Corfe Castle Town Trust
Charity registration number: 1203141
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1 Advancement of the education of the public in the history and heritage of Corfe Castle village and surrounding area. 2 Preservation of the Town Hall and other monuments. 3 Other exclusively charitable purposes for the benefit of the inhabitants of Corfe Castle as the Trustees shall think fit. |
| 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 |
Insurance of property |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees confirm that activities have been undertaken with due regard for the Charity Commission’s guidance on public 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 Para 1.38
Contribution made by volunteers Other
Achievements and Performance
SORP reference The charity has acted to safeguard the assets central to the pursuit of its objectives. Summary of the main Para 1.20 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.
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 | Satisfactory and as forecast |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Policy to be in place by 31st March 2026 |
| Amount of reserves held | Para 1.22 | Nil |
| Reasons for holding zero reserves |
Para 1.22 | Not required in current period |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No such uncertainties |
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 trusts: |
||
|---|---|---|
| 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 trustees |
Para 1.25 | Up to 8 appointed trustees based on their local knowledge and ability to assist the Trust, plus up to 3 nominated by the Corfe Castle Parish Council, and 1 by the Dorset Natural History and Archaeological Society |
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 Corfe Castle Town Trust |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 1203141 |
| Charity’s principal address | The Town Hall 1 West Street Corfe Castle Wareham Dorset BH20 5HA |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Mary Louise Haywood |
Chair | |||
| Susan Elizabeth Mitchell |
Secretary | |||
| Michael Jonathan Lermit |
Treasurer | Appointed 10.05.24 | Corfe Castle Parish Council | |
| Anthony Roland Bryan |
||||
| David Mark Churchill |
Appointed 10.05.24 | |||
| Victoria Jane de Wit |
Dorset Natural History and Archaeological Society |
|||
| Colin James Fuller | ||||
| Shaun Paul Fuller | ||||
| Adriana Elizabeth Proudman |
||||
| Martin Eric Rowell | Appointed 10.05.24 | Corfe Castle Parish Council | ||
| Angela Hazel Elaine Sturch |
||||
– 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 | ||
Funds held as custodian trustees on behalf of others
Description of the assets None 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)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
None
Other optional information
Post year end event: with effect from 1st April 2025 the CIO took over the assets, liabilities and ongoing activities of The Corfe Castle Town Trust (reg. no. 214278)
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Registered Charity No. 1203141
THE CORFE CASTLE TOWN TRUST STATEMENT OF INCOME AND EXPENDITURE FOR THE YEAR ENDED 31[ST] MARCH 2025
| 2025 | 2024 | ||
|---|---|---|---|
| INCOME | |||
| Donations | 1,881 | 0 | |
| ------- | ------ | ||
| Total Income | 1,881 | 0 | |
| EXPENDITURE | |||
| Insurance | 1,881 | 0 | |
| ------- | ------ | ||
| OUTCOME FOR THE YEAR | £ | 0 | 0 |
| ====== | ===== | ||
| Financial Assets at 1stApril 2024 and 31stMarch 2025 | £ 0 |
||
| ======= | |||
| MJ Lermit | |||
| Treasurer | |||
| 18thSeptember 2025 |