Charity No. 280711
SHAFTESBURY TRINrrY CENTRE TRUST
FINANCIAL STATEMENTS
FOR THE YEAR EIWED 30 SEPTEMBER 2024

Charity No. 280711
SHAFfESBURY TRJNITY CEKfRE TRUST
CONTENTS
Pag¢
CHAIRMAN'S REPORT
Ito2
REPORT OF THE TRusrEEs
3to5
INDEPENDEiYf EXAMINER'S IIEPORT
RECEIPTS AND PAYMEiYfs AccouNr
STATEMENf OF ASSETS AND LIABILrrIFS
NOTLS TO THE FINANCIAL STATEMENTS

SHAFfESBURY TRINTfY CEKfRE TRUST
Charity ￿. 2￿711
Registered Offi￿.
The Old Bam
Madieston
Gillingham
Dorset SP8 5JH
CHAIRMAN'S REPORT 2024
Trust￿5. Alistair Morgan (Chairman). Trudie Stanley O[1￿ Chairnian), John Parker, Duncan
Weir, Anthony Streets and Gregory Tapper
Twst Administrator and Treasurer: S)phie Franks
Assistan￿ given by the Trust is in lir£ with the objectives of the charity, these ￿ing.
a) to prnmde suitable headquarters accommodation for the shafte5￿ry Scout Group
b) to promote any charitsble purFK)ses for the benefft of the community of Shaftesbury
in the County of Dorset and the districts surrounding Shaftesbury with special regard
to the needs of the elderly.
The Tnst works under a Trust Deed 'Declaration of Trusy dated 8 Juty 1980 and is
incorporated as a body. Trustees are app)inted on the basis of the skills they can bring to the
work of the TrusL
Trustees
Brian Watts resigned as Chairman, after 26 years of loyal to the Trust, as did Sue
Hewitson. Trustees were untted in their praise for Brian and Sue and the time they have given
to the trust over the years. Thanks were extend&1 to Brian has he led the Trust through the
very important project of refurbishing the Centre.
Following the departure of Brian and 9Je. the tnjstees had been actively lookirrfJ for new
trustee and were delighted to ¥￿IcOMe Gregw Tapper as a T￿Stee.
Financial Governance
Financial governan￿ to ensure darity and transparency s regularty reviewed, and a system is
in place which provides trust&s with greater Confiden￿ in future planning. Trustees manage
carefully the assets and income from the trust property and have b￿n able to give grants to
Irxal individuals and go(Kl causes in line with the objecttves of the charity. The trust is managed
with funds *t aside in ca* of urgent repair of the listed fomer thurch and can be called upon
for immediate need.
Income increased this year by £8,408 to £91.933 v￿th nornial running costs reduang by £6,812
to £76,535. We were able to increase our donations by £2,723 to £4,751. This resulted in the
Trust generating a surplus of £10,647 compared to a loss of £1,850 the previous year. Cash
balances currently stand at £107,991 and the Net Worth of ￿ Trust remains very healthy at
£836,092.

Adminvstrator and Treasurer
Mrs Sophie Franks continues to [￿k after the administration of the Trust and we are grateful
for her excepb'onal commitment which continues to exceed day to day administration.
Building and GrDuMIs
The charity remains called upon by people in need, which we try and 5UPPOrt as many requests
as we can. Our efforts to maximi5e the u* of the faciltty to the benefit of the people of
Shoftesbury continues, and ￿hle has successfijlly arranged a number of addition hall
bookings, with the notatAe addition of sbJecoach.
The trust continues to support the i* Shaftesbury Scouts (being a primary c+)jecttve of the
Trust) and monies from outside lettings are now used to cover the Maintenan￿ and running
costs of the Scout Hall and to fund fu￿re repair
To ensure continued care of the building, and as noted a￿Ve, money is set aside each year
so that repair work can be carried out without delay. The churchyard remains well cared for
and continues to be a fcol p)int for the town.
During the year one of our long-standing tenants, Deligh¢ gave noti￿ on their unit but we
are pleased to reFK)rt that they were replaced by ￿t & KalKxrflle.
We are aware that Care Dorset and tk)rset Counal a￿ in open cor6ultstion about the Se￿iCe5
they provide in Dorset arKd the wabilty of the Shaftesbury location. The Trustees a￿ attively
involved in discussions wtth Care Dorset, and we are also seeknng advi￿ about the various
Opts'ons available to us with regards to re-letting the Sp￿ if required.
Lime Tree Walk
The Trusys land inclLKles the historic avenue of Liffe tJees which appear on the 1790 map of
Shaftesbury. We continue to work with the Tree Officer of North th)rset Distritt Council, and
Shaftesbury tree group for the continued upkeep of thi5 important feature of the town. Trustee
John Parker continues to provtde valuable care and athl￿ in this matter.
Trinity ground5 have b*n an imtM)rtant part of the annual snowdrop festival for several years,
the lime trees having b￿n extensively under ￿anted. Footfall in the grounds increase
significantly during February and March when the display becomes a major attracknon in the
town.
Car Parking
All car park spaces remain all(Kated wtth a large waiting lisL The previous chaln barrier and
vehicle recognition system, which caused some issues over the years, including several
collisions, and malfvnctions was replaced wlth a rising arm barrier whith has been a great
success.
utilisation of the Tower
The lease with Wessex Intwnet for continued use of the bell chamber in the tower remains,
providing broadband to the surrounding area. The local pcmjcaster 'This is Alfred. began
broadcasting from its transmitter at the top of tower in .22. A communty radio sL*ion is
now followed ty many in the town broadcasting a￿ut Itfe in Shaftesbury.
istair Morgan - Chaimian
Trinity Centre Trust

Charity No. 280711
SHAFfESBURY TRINITY cE￿rRE TRusr
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 30 SEPTEMBER 2024
The trnstees present their report with ihe fInan¢ial statem¢nts of the charity for the year ended 30
Sq)temiKr 2024.
REFERENCE AND ADMINISTRATIVE DETAIts
RegKster¢d Charity number
280711
Prin¢ipal Yadd￿$
The Old Barn
Madjeston
Gillingham
Dorset
SP8 5JH
Trustees
Mr B Watts (Chairnian) (Resiwied- 28.02.24)
Mrs T A Stanley (Vice Chairnian)
Mr J Parker
Mr D Weir
Mr A Morgan (Chaimian)
MTS S H¢witson (Resigned- 28.02.24)
Mr Anthony Streets (Appointed- 28.0224}
Independent Examiner
Philip Bevis
FCA FCCA
Andrews and Palmer
32 The Square
Gillingham
Dorset
SP8 4AR
Bankers
HSBC
The Commons
Shaft¢sbury
Dorset
SP7 8JX
AdministratOT
Mrs S Franks MCMI

Charity No. 280711
SHArfESBURY TIUNITY CEKfRE TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 30 SEPTEMBER2024
STRUCTURE. GOVERNANCE AIYD MANAGEMENT
Governing dotument
The charity is controlled by its governing docum¢nL a deed of T￿￿ dated 8 July 1980 and constitutes
an unincotpordt¢d charity.
Recruitment and ￿P￿I￿t[Dent of xtw trustees
Trustees are appointed via the Iwal community and on the basis of the skills they can bring to the work
of the Tnlst.
Organisatlonal strn¢tllre
The day to day running of the charity is overseen by the admlnlstrator. Th¢ TnLStees meet to receive
updates, review finance5 and prioritise the key objectives.
Wider network
The charity work alongsi¢k many local voluntsry and charitable organisations, and in particular the
Shaftesbury Scout Group.
Risk management
The trustees have a duty to identify and revi¢w the risks to which the Charity is exposed and to ensure
appropriate controls are in place to provide re&SOr￿ble assurance against fraud and ¢rror.
Objectives and aEll
The objectives of the charity are to apply its fimds and assets as the trustees think fit in accordance with
the Trust Deed.
Th¢ trustees confimi that they have referred to the guidance ￿ntaIned in the Charity Cofflmissions.
general guidancc on public benefrt when reviewing the charity's aims and objectives and in planning
future activiti¢s.
In particulaT. the charity's main aims and objective5
a) to provide suitable headquarters aecomm(xlations for the shaft￿bury Scout Group
b) to promote any charitable purposes for the benefit of the community of Shaftesbury in the
county of Dorset and the districts sutrowidin8 Shaftesbury with S￿claI r¢8ard to the needs of
th¢ elderly.
Sigllifjcant acdvities
The charity continues to provide suitable headquarters acwmmodation for the Shaftesbury Scout
Group.
Grant mgkiDE
Grants and donations totalling £1.905 were made in the year to institutions. (2023: £135)
Grants and donations totslling £2.846 were made in the year to individuals. (2023: £1.893)

Charlty No. 280711
SHAFTESBURY TRINITY CEiYfRE TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 30 SEPTEMBER 2024
Public ￿tter1t
The charity was established wtth a general charitable purpose andto promote th¢ advancement of health
or saving of lives and the disabled.
The main b¢nefi¢iarftes from the charity's activities a￿ children and young ￿lple. the elderly and those
with disabilities.
The charity makes various grants to individuals and organistitions in the Shaftesbury area and provides
service4 buildings, open spaces and other facilities available b¢neficiaTies.
Volunts¢rs
Other than the administrator, the charity is reliant upon unpaid volunteers and trustees in achi¢vin8 its
charitable objectiv¢s.
ACHtEVElktKNT AND PERFORMAI¥4CE
Charitable activities
The chartty continues to pr¢)mote its charitable obje£tAves by continuiDgto provide suitable h¢adquarters
accommodation for th¢ Shaftesbury Scout Group and to provide grnnts and SUPEK)rt institutions and
individuals.
Further charitable activities ar¢ outlined in the Chairnwi's Rep)
FINANCIAL REVIEW
Reserves poliey
Th¢ charity s¢eks to maintain sutTicient reserves to be able to fund its core charitabl¢ activities.
Restricted reserv￿. Whe￿ applicable. are only used for the puttK)se of which they were initially
donatsd.
Prineiple funding sources
The charity's principl¢ funding sources are derived from the rent of land and buildings and donations
receivcd.
During the year incoming resources exceeded outgoing regjurcts by £10,647.
Approved by the board of trustees on the 12 March 2025 and Sign￿ on its behalf by."
Mr A Morgan (Chainnan)- TTustse

INDEPENDENT EXAMINER'S REPORT ON THE ACCOUNTS
TO THE COMMITTEE OF SHAFfESBURY TIUNITY CENTRE TRUST
FOR THE YEAR EIYDED 30 SEPTEMBER 2024
AS SET OUT ON PAGES 7 TO 9
Respeetive The charity's trustees are responsible for Ehe prepardtion of the accounts in
responsibilities of accordance with the requireTncnts of the Charities Act 2011 ("Ihe Act").
trustees 2nd examiner The charity's trustees consider thai an audil is not required for this year under section
144 of the Act and that an independent exomination is needed.
It is my responsibility to:
examin¢ the accounts under section 145 of the 2011 Acl.
io follow ihc applicable Directions giv¢n by the Charity Commission under
section 145(5)(b) ofthe ACL and
lo siale ivhether particular maiicrs have Come lo my allenlion.
Basis of independent My examinalion was carried oul in accordance iyith generdl Direciions given by the
examiner's report Charity Commission. An examination includes a review of the accouniing7 records
kept by the charity and a comparison of the accounts presented wilh those re¢ords. li
also includes considerntion of any unusual items or disclosures in the accounts and
seeking explanalions from the trustees concerning any such matters. The procedures
undertaken do not provide all th¢ evidence that would be requircd in an audit aftd
consequently no opinion is given as to whether the accounls present a 'irue and fAir
view. and the ￿port is limited to those matters set out in the statemeni below.
Independent In wnnection with my examination, no material matters havc come to my attention:
examiner's statement l. which gives me reasonable cause to believe ihat in, any malerial respect, the
requirements:
to keep accounting ￿ordS in accordance with section 130 ofihe Acl; or
to prepare accounts ivhich accord with the accounting records and comply with
the accountin8 requirements of 201 l Act
have not been met. or
2. to ivhich, in my opinion, attention should be drawn. in order io enabl¢ a propcr
UnderS&￿ding of the accounts to be reached.
Date: XN-£-XOa
Name: Mr P L Bevis
Relevanl professional
qualifications: FCA, FCCA
Address: AndreMT & Palmer Ltd
Chartered Accountants
32 The Square
Gillingham
Dorsel
SP8 4AR

Charity No. 280711
SHAFfESBURY TRINrfY CENfRE TRusr
RECEIPTS AND PAYMEwfs AccouKrs
FOR THE YEAR ENDED 30 SEPTEMBER 2024
R¢s¢rlcted
Fund
Total
Funds
Last
Year
Fllnds
Reeeipts
Legacy
Interest
Rent5 reteivablc
Car parking
Insurance claims etc
Grdnt
2J37
52.478
20,859
15.694
565
2.J37
52,478
20,859
15,694
565
2242
57,399
19,456
3,928
500
Total Receipts
£91933
£ 91,933
£ 83,525
Payments
Rates and water
Insurance
Light and heat
Repairs. r¢newal& and servicing
Car park barrier, signage and ccrv
New car park barrier
Postage, stationery, and sundry expenses
Building maint¢nan¢e
South boundary ￿one wall works
Grdntsldonations to institutions
Granisldonations to individuals
Wages
Accountancy
Professional fee5
Bank ¢harges
Purchase and improvements of resid¢n¢ial Fryerty
1289
26.647
6,472
17.516
390
1289
26,647
6,472
17.516
390
9.096
1.010
7,241
1,847
20,873
9.863
17.742
1,076
1,010
7241
913
9.229
12,504
135
1,893
6,300
687
2,047
266
258,044
.905
2.846
5.824
570
300
1.905
2.846
5,824
570
300
180
Totsl Payrnents
£81386
£81286 £ 343,419
Net R¢ceiptsl(Payments)
Transfe￿ between funds
10.647
10.647 (259.894)
Cash funds l&st year end
97.344
97J44
357.238
Cash funds this year end
£ 1117,991
£ 107,991
£ 97J44

Charity No. 280711
SHAFfESBURY TRINITY CENfRE TRusr
STATEMEiYf OF ASSETS AND LLIBILtTIES
FOR THE YEAR ENDED 30 SEPTEMBER 2024
UDrestritteJJ
FuDds
Restricted
Tolal thi5
Year
Total last
Year
Cash Funds
HSBC Current Account
HSBC Refurb Account
HSBC Bella West Account
HSBC Deposit Account
CCLA Building mainten￿¢¢ Accw
HSBC Communiry Account
38.333
125
.463
8.460
43,798
15.811
38,333
125
1,463
8,460
43,798
15.811
28.486
2,186
1,463
8,298
41,624
15287
£107991
£107,991
£ 97J44
Investment knets
Residential Propety & Imwov¢m¢nts
£258,1144
£258,IM4
A58ets retained for the cl￿ri
's own use
Trinity Centtr Buildings & Improvements
Debtors
470.628
470.628
470.628
£470,628
£ 470,628
£ 470,628
Liabiliti¢s
Creditors and accruals
£571
£571
£472
£571
£571
£472
NetA
£836,092
£ 825,544
Signed on behalf of all trustees
Signatu
Full names
Mr Alistair Morgan
Position
Chaimun
Date

Charity No. 280711
SHAFfESBURY TRINITY CENTRE TRusr
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 SEPTEMBER 2024
I. MOVEMENT IN FUNDS
Net movement
TrAnsfers
runds belween fllnds
At 01.1023
At 30.09.24
Unrestrieted funds
General Fund
Freehold Property Fund
Trinity Hall Upgrad¢ Fund
Scout Hall Refurbishment Fund
96.872
728,672
10.548
107,420
728,672
£ 8255
iOJ48
£ 836.092