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This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2025-03-31-accounts

Trustees' Annual Report for the period

Period start date Period end date 14 08 2024 31 03 2025

From

To

Section A Reference and administration details

Charity name Borden United Charity C.I.O.

Other names charity is known by Previously known as Borden United Charities Reg: 235130 Registered charity number (if any) 1209593 Charity's principal address 53 Springvale, Iwade, Sittingbourne, Kent Postcode ME9 8RX

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Eileen Harrison Chair
2 Susan Brown
3 Nigel Sands
4 Clive Sims
5 Martin Williams
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

1

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Lynda Ives, Clerk

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document Constitution dated 14 April 2025 (eg. trust deed, constitution)

How the charity is constituted C.I.O. (eg. trust, association, company)

Trustee selection methods Appointed by Trustees

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The objects of the Charities are the relief of financial hardship among people living in the parochial boundary of Borden by making grants of money for providing or paying for items, services or facilities and/or making grants to charities or other organisations working to prevent or relieve financial hardship

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General Charitable Purposes: Education/training Disability The Prevention or Relief of Poverty Who the charity helps: Children/young People Elderly/old People People With Disabilities

Summary of the main activities undertaken for the How the charity helps: public benefit in relation to Makes Grants to Individuals these objects (include within this section the statutory Trustees confirm that they have had regard to the guidance issued by the declaration that trustees have Charity Commission on public benefit. had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

Selection Policy for Grants:

Trustees agreed that where an applicant has previously applied and been successful, then this gives credence for a further grant being approved.

You may choose to include further statements, where relevant, about:

It was further agreed that when a new application is received two Trustees (where possible at least one being female) to visit to ascertain validity and look at a driving licence or utility bill to confirm that the person resides within the Parochial boundary of Borden. A female trustee may not always be available and certainly two may be a problem. There should never be a lone male Trustee attending but one accompanied by a female is more than acceptable.

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Section D Achievements and performance

Summary of the main Help is offered to those living within the Ecclesiastical boundary of achievements of the charity Borden. during the year

During the year the Charity strived to try to better reach those who needed financial assistance. Adverts were placed on 9 village noticeboards, the Church magazine, Schools where pupils might reside within the Ecclesiastical boundary, and the local Nursery School.

7 grants were given to those in need at Christmas time.

A Grant was given to a University Student during the year.

Section E Financial review

Brief statement of the charity’s policy on reserves

Reserves are invested to increase funds, which in turn allows the Charity to approve more grants/increase the amount of money given per grant.

Details of any funds materially None in deficit

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4

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

The charity’s principal source of funds is money raised through rent received on a single property.

Section F Other optional information

Trustees agreed to become a C.I.O. at their meeting on the 17 March 2023, but did not appoint a Solicitor until the 12 July 2023. The Solicitors then worked on the transfer from Borden United Charities to Borden United Charities C.I.O. and filing all the necessary paperwork with the Charity Commission.

With the Aid of the Solicitor it was resolved • decision to pass assets and any liabilities from the charity to the CIO and to close the charity and to remove the charity from the charity commission register of charities once all transactions are completed

The C.I.O. was registered on the 14 August 2024, but Trustees were advised to continue working as Borden United Charities until all paperwork was approved by the Charity Commission. The Solicitor further advised that the two Charities would run side by side until everything was finally transferred over.

On the 9 May 2025 the Solicitor advised that all necessary approvals have been received from the Charity Commission and to go ahead with notifying various bodies that the change has happened and we are now operating as Borden United Charities CIO.

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) L. Ives Full name(s) Lynda Ives Position (eg Secretary, Chair, Clerk etc) Date 02 July 2025

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Borden United Charities CIO 1209593
Receipts and payments accounts CC16a
For the period 14/08/2024 31/03/2025
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Rent 8,250 - - 8,250 -
Interest 1,038 - - 1,038 -
Funds brought forward from Borden United
202,598 - - 202,598 -
Charities (235130)
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 211,887 ] - - 211,887 -
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 211,887 - - 211,887 -
A3 Payments
Grants 3,500 - - 3,500 -
Management fees 1,048 - - 1,048 -
Repairs & maintenance 10,263 - - 10,263 -
Clerks salary 1,412 - - 1,412 -
Office expenses 85 - - 85 -
Insurance 1,430 - - 1,430 -
Professional fees 2,225 - - 2,225 -
Miscellaneous costs 90 - - 90 -
- - - - -
Sub total 20,053 - - 20,053 -
A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
Sub total - - - - -
Total payments 20,053 - - 20,053 -
Net of receipts/(payments) 191,833 - - 191,833 -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end 191,833 - - 191,833 -
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CCXX R1 accounts (SS)

17/07/2025

1

Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Unity current account
Barclays Business Premium Account
CAF Savings Account
Details
Details
Details
Appletree Cottage
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
19,052
-
87,101
-
85,680
-
191,833
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
Unrestricted
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

17/07/2025

2

CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to Iha trustsos Borden United Charty CIO On accounts forthe year ondod 3110312025 Charfty no 1209593 Ilf any) Set out on pages I report lo th8 trustaes on my exAmlnation of the accounts of the above charity (Ihe Trust.) for the year ended 3110312025. Responslbllltles and ba81s of report As the charitys trustees, you are responsible frjr the preparation of the accounts In accordance wrth the requirements of the Charities Act 2011 ('Ihe Actl. I report in respect of my &xamination ol Ihe Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)(b) of the Ad. Independent I have completed my examlnatlon. I conflmi that no material matt8rs have examlnetrs statement come lo my attention in connection wrth the examination which glves me cause lo belleve that In, any matenal respect.. the accounting records were not kept in a¢cord8nc8 Wlth sedlon 130 of the Charltles Act. or the accounts did not accord with the accounting recor(Is', or th6 8co)unts did not comply whh the applicable requirements concernlng the fom and conlent of accounts $el out in the Chartti66 (Accounts and Reports) Regulations 2008 otherthan any requlrement Ihat the accounts give a 'lru8 and fair. view which is not a matter considèred as part of an independent examlnalion. I hav& no concems and have come across no oth&r matters in connection wrth the examlnation lo which attention should be drawn in Ihis report in order lo enable a proper understanding of the accounts lo be reached. Slgned: Datè: 1710712025 Name: Louise Wade Relevant professional qualrfi¢atSonlsl or body (If any): ICAEW Address: 10 Pintail Drive, Iwade, ME9 8QW IER Oct 2018

Section B Disclosure Only complete if the examiner needs lo highlight material mallers of concern (see CC32, Independent ex8minatii)n of charity accounts. directions ar guidance for examiners). Glve here brlef detalls of any items that the examingr wishos to dlsclo$e. IER Oct 2018