## **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||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
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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**|||
||||
||||
||||
||||
## **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)**
Declarallons
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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||||