POOLE COMMUNITY EXCHANGE

Charity number: 1178207
Charity reporting is up to date (5 days late)

Charity overview

Activities - how the charity spends its money

Help people who are socially excluded. Provide activities in the interests of social welfare. Provide chaplaincy services.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £68,340
Total expenditure: £62,886

Total income includes £25,227 from 4 government grant(s)

People

4 Trustee(s)

90 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • The Prevention Or Relief Of Poverty
  • Recreation
  • Other Charitable Purposes
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Poole

Governance

Registration history:
  • 02 May 2018: CIO registration
Organisation type:
CIO
Other names:
  • PCE (Working name)
  • THE COMMUNITY EXCHANGE (Working name)
  • THE EXCHANGE (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MR M PHILLIPS Chair 02 May 2018
None on record
Margaret Helen Fraser Beardsley Trustee 23 November 2023
None on record
Michael John Hancock Trustee 09 August 2018
Sustainable Dorset
Received: On time
Sarah Percy BAHONS MBA Trustee 02 May 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £2.30k £84.88k £41.95k £46.63k £68.34k
Total expenditure £7.15k £72.83k £25.19k £59.04k £62.89k
Income from government contracts N/A £2.28k N/A N/A N/A
Income from government grants N/A £24.50k £12.00k £13.70k £25.23k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 03 December 2024 On Time
Accounts and TAR 05 April 2024 10 February 2025 5 days late Download Open in new window
Annual return 05 April 2023 04 February 2024 On Time
Accounts and TAR 05 April 2023 04 February 2024 On Time Download Open in new window
Annual return 05 April 2022 17 November 2022 On Time
Accounts and TAR 05 April 2022 20 December 2022 On Time Download Open in new window
Annual return 05 April 2021 16 December 2021 On Time
Accounts and TAR 05 April 2021 12 March 2022 35 days late Download Open in new window
Annual return 05 April 2020 15 October 2020 On Time
Accounts and TAR 05 April 2020 20 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION Registered 02 May 2018

Charitable objects

TO PROMOTE FOR THE BENEFIT OF THE RESIDENTS OF AND VISITORS TO, IN PARTICULAR BUT NOT EXCLUSIVELY, THE TOWN OF POOLE – 1. TO PROMOTE SOCIAL INCLUSION, BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED BY RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY; 2. TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING CONDITIONS OF LIFE; WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS, OR OTHER OPINIONS BY ASSOCIATING TOGETHER RESIDENTS, VISITORS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS; 3. TO PROMOTE PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING MAINLY, BUT NOT EXCLUSIVELY, BY THE PROVISION OF CHAPLAINCY SERVICES TO OFFER ADVICE AND SUPPORT FOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY AS A RESULT OF ONE OR MORE OF THE FOLLOWING FACTORS: • UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING DRUGS AND ALCOHOL; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER REASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; HOMELESSNESS OR POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS); CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY

Contact information

Address:
c/o Parkstone United Reformed Church
Commercial Road
Parkstone
POOLE
Dorset
BH14 0JW
Phone:
07980002676
Email:
info@poolecommunityexchange.org.uk
Website:

www.poolecommunityexchange.org.uk Open in new window