Charlty No. 280711 FOR THE YEAR ENDED 30 SEPTEMBER 21r25
Charity No. 280711 Page cHMAN>s REPORT Ito2 REPORT OF THE TRUSTEES 4t06 IIYDEPENDEf4T EXAMtNER'S REPORT RECEIPTS AND PAYMENfs ACCOUNT STATEMENT OF ASSETS AND LIABILITIES NOTES TO THE FU¥ANCIAL STATEMENTS io
SHAFfESBURY TrINITY CENTRE TRUST Charty No. 2KJ711 Reglstered Offi. The Old Barn Madjeston Gillingham [jot SP8 5JH CHAIRMAN'S REPORT 2026 Tnjstees: Trudie Stanley (Chairman), Ali Morgan (VI ChairTnan), John Parker, Duncan Weir, Anthony Streets and Gregory Tapper Trust Administrator and TreaSur. &)phie Franks Assistan given by the Trust Is in line with the objethes of the charity, these being: a) to provide suitable headquarter accommodation for the Shaftesbury Sc¢Xrt Group b) to promote any ttÈaritsble purposes for the benefit of the community of Shaftesbury in the County of Dorset and the distrtcts surrounding Shaftesbury with special regard to the needs of the elderly. The Trust works under a Trust Deed 'Dedaration of Trusy dated 8 July 1980 and is incorporated as a body. Trustees are appointed based on their sknlls and the experience they bring to the Trust. Trustees Trudie Stanley t(K)k over as Chaiman in May 2025. Ali Morgan sto1 down as Chairman due to personal commitments. Ali continues to SUPFK)rt the tnJst as VC and oversee's the accounts. Sophie Franks handles the day to day running of the Trust and co-ordinates any malntenance needs that arise. The Trust meet quartety; trustees deal with anything urgent via email. Trustees bring varied and knowledgeable sknlls to the trust for which we are grateful, Financial Governan Finanaal govemance is reviewed at each meeting. Trustees carefully manage the assets and income from the trust properties and have been able to give grants to local individuals and organisations in line with the aims of the charity. The trust sets aside fijnds in case of urgent repair to the listed buildlng and future proofs funding by way of a maintenance savings account. Income this year amounted to £103,003 vith nornial running costs of £81,397 resulting in an overall surplus of £21,212. t)onations to indtviduals came to £394. Cash balances as of September 2025 stood at £128,703 and the Net Worth of the Trust remains .healthy at £857,375. Administrator and Treasurer Mrs Sophie Franks continues to look after the administration of the Trus¢ and we are grateftjl for her continued commitment which at times can be over arKI above her expected duties.
Building and Grounds Hall hire has InCaSed this year following advertising and a concerted efft)rt to promote the building. Added income came from bookings for the Fringe Festival and Shaftesbury Art Centre. Stagecoach continues to have a long-term weekly booking of the hall. The charity continues to support individuals and community projerts. Although there has been reduction in the number of individual applications, we have been able to support a number of groups and services. We intend to continue to promote the work of the charity to ensure people and organisations are aware of the fvnding we can provide. We continue to welcome applications from individuals and community charities. Our efforts to maximise the use of the facilities to the benefit of the people of Shaftesbury continues. The trust continues to support the 1st Shaftesbury Scouts (being a primary objettive of the Trust) and monies from outside lettings go towards the maintenance and running costs of the Hall and to fund futu pairS. To ensure the continued care of the building, and as noted above, money is set aside each year so that repair work can be carried out without delay. The churchyard is well kept and continues to be a focal point and an enjoyable setting for the town. During the year Kit & Kaboole, gave notice on their unit but we are pleased to report that Freeze Frame took over directly it became vacant. Care Dorset and Dorset Council (DC) have been in open consultation about the rvices they provide in Dorset and the ongoing viability of the Shaftesbury Plus Day Centre local support for the day centre to continue in Shaftesbury was high, resulting in a u-tum on the suggested relocate to SIrMinster Newton. Day Centre services will continue to be provided at Trinity but in a different format. Trustees met with Care Dorset, who are interested in taking over the lease from Dorset Council when it expires in 2030 but would like to redu the rental square footage, and the annual rent. This could give the trust an opwrtunity to create more units for rent, to make up for the10ss of venue and spread risk by having more smaller units. Donations This year we have been pleased to SUPtxJrt people and organisations With grants and donations. The total amount given in donation5 this financial year is £394 which is an underspend against our 2024125 budget. We have subsequently given away an additional £5000 to three parate charities which will be shown in next years accounts. We have supported individual applications with the purchase of whi* goods and carpets. Alfred continues to broadcast from Trinity Tower and provides a useful local service to the community. A nominal yearfy rent of £60 is paid by the 'not-for-profiY radio station. The trust contributes to the electrical running costs of the station which amounts to £400 annually. The Trust organised a successful fund-raising 'Murder Mystery. evening in collaboration with Shaftesbury Art Centre. Local businesses generously sponsored the event and we raised £4000, Funds raised went to support Julia's House Hospice and Centre Point. We also gave the local charity'Boobs' a donation of £IOOO, they support local people receiving treatment for breast cancer. Monies raised will show in the next years accounts because our year end is September 2025 and awards were distributed after this date.
We also donatsd the following free of charge. K&K Free hall hire £400 etectric for This Is Alfr&J Laura 12 week5 free Laurd 6 weeks free Murder Mystery (top up to monies raised) £ 41YJ. 216.00 108. 667.89 Shaftesbury Frlnge The first Shaftesbury Fringe took pla ten years ago from small beginnings it has grown into one of the largest open-access arts festivals in the county. In July the ground5 of Trinity were used for the first time to host a 'Big Stage. event with marquee and live music. Hall hire increased over the weekend wth many Acts retuming for a second year. The organisers Mark Cook and his Round Table colleagues marshalled and managed the whole event. Feedback from the weekend was posibve and plans have been made for Mat1( and his team to organise another event this year. Profits were shared between three local charities. The trust has agreed there will be no charge for the hire of Trinty grounds but will be a recipient of any profits made. Trinity received £2000 from the profits of the event this year. Lime Te Walk The TrusY5 land includes the historic avenue of Lime trees which apr on the 1790 map of Shaftesbury. We continue to work yth the Tree Offir of Dorset Counal, and Shaftesbury Tree Group for the continued upkeep of this important feature of ts town. Trustee John Parker continues to provide valuatrAe care and advi in this matter. Trlnity grounds have been an important part of the annual snowdrop festival for several years. Sadly, the snowdrop festlval has suffered because of a lack of volunteers. However, footfall in the grounds during February and March continues when the display becomes a major attraction in the town. The famous lime continue to be inspected and replaod when neSsary. Car Parking All car park spaces remain allocated and we maintain a waiting list. Tenants have been notified of an increase in rent for 2026. The new risng arm barrier is muth more resilient and continues to be an improvement on the old system. Utilisation of the T<Ver The Sease with Wessex Intemet for continued use of the bell chamker in the tower remains, providing broadband to the surrounding area. The local podcaster 'This Is Alfred, began broadcasting from its transmitter at the top of the tower in 2022. A community radio ststion is a valued Se and is now followed by many in the town, broadcasting alx)ut life in Shaftesbury. Twdie Stanley - Chairman Trinty Centre Trust
Charity No. 280711 ESBURY TRINITY CENlliE TRUST ORT OF THE TRUSTEES ENDED 30 SEPTEMBER 2025 RTHE The truste¢s prcscnt th¢ir report with the financTal #atements of the chaTity forthe year ended 30 September 2025. Registered Charity number 280711 Principal address The Old Barn Madjeston Gillingham Dorset SP8 5JH Truslees Mts T A Stanl¢y (Vice Chairn)an) Mr J Parker Mr D Weir Mr A Morgan (Chairman) Mr Anthony Streets Mr Gregory Tper 1od¢pende¥t Examiner Philip Bevis FCA FCCA Andrews and Pther 32 The Squar¢ Gillingham Dorset SP8 4AR Bankers HSBC Th¢ Commons Shaftesbury Dorset SP7 8JX Administrator MTS S Franks MCMI
Charity No. 280711 SHAFfESBURY TRINITY CENTRE TRusr REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 SEPTEMBER 2025 STRUCTURE, GOVERNANCE AND MAhYAGEMENr Governing doeument Tlie ¢l)arity 15 controlled by its ooverning do¢umenE y deed of Tru dated 8 July 1980 and conuitutes an unincorporated eharity. Reeruitment aDd 4ppolntment of new trustees Trustees #re appointed l'ia the local community and on the bLSiS of the skills they bring to the ivork of the Tn. Orgamlsationgl s¢ru¢ttsre The day to day ninning of the ¢harity is owseen bl. Ihe admiftistrat. The TnteeS mcct to receive updatc4 revieiy finances and prioritise the kev objectii'es. Wider nehvork Tlic charity Work alongsid¢ many local voluntary and ¢haritsble or8anisation& aiid in partiCLilar ihe Shaft¢sbury Scout Group. Rislt management The trustees hove a duty to iiknlify and revieiv the risk5 to which the charity is e.xposed aiid io ensii appropriate controls are itt platt to provide reasonabl¢ assurance a891R fraud ad error. OWECTKVL8 AND AcrtvrriES Objeetive5 al aims Tlie objeiveS ofihe charity are io apply its funds ar a5s¢ts a5 ihe tnjstees tliink fit in accordan¢¢ iviih the Tnjst Deed. The trustees confinn thai they have referted io the guidance wThtained in the Charity Commissions. generul guidanc¢ on public benefit when reviewing the charity's aims and obj¢ctiYes and in planniiig future activities. In particular. I1 charity's maln aiTllS •nd objectives are a) to provide suitable headquarters accommodations for thc Shaftesbury Scout Group b) lo promot¢ any ¢harithble purposes for the benefit of the communily of Shaftesbury iii ihe county of Dorsct and thc districts surrounding Sh&ft¢sbury with special regard to the needs of Ihe elderly. Significant activities The cliaTity Continues to provide suilable headqurte 0mmOdation for the Shaftesburv Scoui Group. Grant Tnaktng Grants and donations tolalling £nil Ire made in the yearto illsiituiions. (?024.. £1.905) Grnnts and donations totallins £394 ivere made in the year to individuals. (2024.. £2.846)
Charlty No. 280711 SHAFfESBURY TRINrrY CENTRE TRUST REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 SEPTEMBER 2025 Public beDefit The charity was established with a general oharitabl¢ purpos¢ and to prom(rte the advancement of health or saving of lives and the disabled. The main benefici8ries from the charity's activities are children and young peopl4 the elderly and those with di5abiliti¢s. The charity makes various grants to iDdividuals and organi$8tiOTts in the Shaft¢sbury area and provid¢s service buildings, op¢n spaces and other facilities available for beneficiaries. Volunteers Other than the administrator. the clwity is reliant upon unpaid volunteers and tnLStees in achieving its charitable objectives. Charitable 2ctivities The charity contintses to promote its charitable objectives by continuing to Fwvide suitable headquarters accommodation for the Shaftesbury Scout Group and to provide grants and support institutions and individuals. Further charttable a¢tiviti¢s are outlined in th¢ Chainnan's RcFrf)rt. Reserves policy The charity seeks to maintain sufficietrt reserves to able to fid its core charitable activities. R¢*rict¢d reserv¢5, where applicable. are only used for the purpose of which they were initially donated. Prindple funding sources The charity's principle funding SoUeS are derived from the rent of land and buildings and donations received. During the year outgoing Tesources exceeded inc(Hning resour by £21,212. Approved by the board of ITUStees on the 4th March 2025 and Sign on its b¢half by: Mrs T A Stanley (Chainnan)- Trustee
INDEPEIYDENT EXAMtNER'S REPORT ON THE Accouwrs TO THE cOMfrrTEE OF SHAFfESBURY TRINrrY CENTRE TRusr FOR THE YEARENDED 30 SEYfEMBER 2025 AS SET OUT ON PAGES 8T0 10 R¢spedive The charity's trustees are reswDsibk forthe Fryardtion of the aUnts in responsibilities of accordan¢x with the requiTem¢nts of the Charities A¢t 2011 ("the Act"). trnst¢¢s and examiner The Qharity's b7¢e5 eortsider that an audit is not Tequired for this year und¢r section 144 of the Act and that an independeni examination is neul¢d. It is my t¢spon$ibility to.. examine the acc4)unts under section 145 of the 2011 ACL to follow th¢ appli¢abl¢ Directions given by the Charity Commission under section 145(5Xb) of the ACL and to state whth tiCularm&tt hav¢ Corne to my attention. Basis of independent My examination was ¢grried out in accordan¢¢ with Directi¢)ns given by th¢ examiner $ report Charity CcAnmission. An examirtation includes a review of the accountTng records kept by the charity and a comparison of the aOUnts prefited with thos¢ records. It also includes consideration of any unusual Ttems or disclosures in the accounts and se¢king explaDatioRs from the tfustett con¢erning any such matters. The procedures undertaken do not provide all the evidence that would be tequir¢d in an audit and consequently no opinion is given &s to whether th¢ accounts present a 'trne and fair view, and the rqKVt is limtttd to mattets set out in the statement below. Independent ]n connectim with my examination. mat¢rÉal matters have come tomy att¢ntion: examiner's statement l. which gives me reasonable cause to believe that any materi81 respeGt, the reqUiet)ts. to kP accounting rrtords accordance with s¢¢tion 130 of the Ac¢ or to prepare 8ccounts whi¢h #Crd with the a¢¢ounting rwords and comply with the accounting ruEuiretnents of the 2011 Act 2. to which. in my Opinio attcntion should be drawn. in ord¢r to enable a proper understandin8 ofthe accounts to be reached. Dat¢: 4. March 2026 Name: Mr P L B¢vis Rekvant professional qualifieatlons: FCN FCCA Clter&I Accountants 32 The Sq¥Jare Gillingha Dorset SP8 4AR
Charity No. 280711 BiJRY TRINTfY CERE TRUST RECEIYfs AND PAYMENTS Accouwrs FOR THE YE ENDED 30 SEYfEMBER 2025 UDrestri¢ted Restrict Funds Last Year Funds Receipts Le8acy Interest Rents r¢c¢ivable Car parking InsuTan¢¢ elaims etc Grant 2,122 60.613 21160 8J97 9.712 2.122 2,337 52.478 20,859 15.694 565 22.160 8J97 9.712 Total Re¢e5pts £ 103004 11011104 £ 91,933 Payments Ra*$ an(1 water Insurdn¢e Light and beat Repair4 Fen¢wal& and servicin Car park b4Trier. signage aDd Neiv park ba]cE Postsg4 stationery. and sundry expenses Building maintenance OraTttsldonation$ to institotions Grantsldonatiolls to individu¥is W&8eg Accountancy Profe5siok)al f¢¢s Bank charges 1.541 19.803 3,944 12284 1.953 1289 26,647 6.472 19.803 3.944 11222 1.953 390 9.096 1.010 7241 1,905 2,846 5.824 570 300 180 1910 Z7,654 2.657 27J96 394 6318 600 4,230 394 6,318 600 4230 161 Total Payments £81.792 £81,219 £ 81.786 Net Receiptsl(Payments) 21212 21214 10,147 Transf$ between ttd$ Ch Thd$ last year end 107.491 107.491 97,344 Cash funds ihis year end £ 14703 £ 128,7QS £ 107A91
Charity No. 280711 SHAFfESBURY TRINITY CENTRE TRUST STATEMEIYT OF ASSETS AND LIABILITIES FOR THE EAR ENDED 30 SEPTEMBER 2025 tricted Funds R¢5tricted Funds Total this Year Totjl last Year C9sh Funds HSBC Curreni Acc(wtst HSBC R¢furb Account HSBC Bella West Acwunt HSBC Dep05lt Account CCLA Building Mainienanc¢ Account HSBC Communbiy Account 53,768 53,768 154 670 8,609 45.771 19.730 125 67Q 8.609 45.771 19.730 £12&703 £128,703 £ 107.491 Investment A&s¢ts Residential Propertv & Im"provements £25&044 £25&O44 £2S8,044 Assets retained for the Chari 's ojvn use Triniiy Centre Buildings & Improvements Debiors 470.628 470.628 470.628 £470,628 £ 47028 £ 470.628 Liabilities Cr¢diiors and alualS £571 £571 Net Assets £857J75 £ 835.592 Signed on btbalf of all trustees Signature l-ull names Mr Alistair MoT8an Positron Chairnian Date
Charity No. 280711 SHAFfESBURY TRINITY CEPffliE TRUST NOTES TO THE FINANCIAL ST ATEMENTS FOR THE YEAR EM)ED 30 SEYfEMBER 202 i. MOVEMENT FUNDS Net movtmellt funds At 01. t 30.11925 Unre5tr1eted funds General Fund Freehold Property Fund Trinity Hall UpgTad¢ Fund Seout Hall Refurbtshm¢nt Fund lo6.20 r28,6 21.783 128,703 728,672 £ 83S592 21.783 £ 857J75 io