## **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**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**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:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **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
March **2012**
**TAR**
2
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:
- policy on grantmaking;
- policy programme related investment;
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.
- contribution made by volunteers.
March **2012**
**TAR**
3
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**
March **2012**
**TAR**
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.
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **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
March **2012**
**TAR**
5
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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 -
**----- End of picture text -----**
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