REGISTERED CHARIff NUMBER: 1029337
REPORT OF THE TRLisfEES AND
UNAUDITED FINANCIAL sfATEMEp¥rs
FOR THE YEAR ENDED 30 SEPTEMBER 2023
FOR
THE BErrY MARTIN CHARIfY .
Brownlee (thichester) timite
Grange House
Grange Road
Midhurst
West Sussex
GU29 9LS

CONTENTS OF THE FINANCIAL sfATEMEKrs
FOR THE YEAR ENDED 30 SEPTEMBER 2023
Page
Report of the Trustees
1 tr) 3
Independent Examinerfs Report
stthment of ￿nancial Activities
Balance Sheet
Notes to the Financial Statements .
7 to 11
Detsll•d Statwnent of Fioancial Activitie5
12

. THE BErrY MARTIN CHARTfY
REPORT OF THE TRisrÈES
FOR THE YFAR ENDED 30 SEIryEMBER 2023
The Trustees p￿ent trÉir report with the finar￿￿1 Statern￿ts of the chority for the year ended 30 September 2023.The
Trustees have adopted the prnllsons of A￿Unting and keporting by Jartbes.. Statsment of Recommended Practi
appli￿ble to charities prq)aring thelr accounts in accordance wth the Finanad Rep)rting Stsndwd applicèble in the UK
and Republlc of [￿land IFRS 102) leffethe l January 20191.
OPJECTIVES AND AcmirrIES
Ob]ertlves and aKms
The charivs Objetts are to advance edUcat￿n by prov¥JiThJ finanoal help and training for young PéOFle to enaNe th
to acquire marketsble sknlls. There has been no tharoe in these during the year.
The have pald due regard tr) guidantr iwed by the charity Q>mmi5sion on public iEnefft in d￿ld1[Va what
actThqties the charity should undertak&
Significant aclivitseg
The rnain area of chèritsble actyvity i5 the provision of top up grdnts to pay fees, tr7vd expenses, m￿ntenan￿,
pprentI￿h1pS and for the purthase of books,tods etc.
Ap￿1(antS must bÈ r45ident in the county of Westsussex preference wi11 beyfven to those appli￿nts who live within
a radius Df fifteén mil* of Midhurst from Midhur* parith thurth.
ACHIEVEMENT AND PERFORMANCÉ
Charitable actlvitles
£14,755 worth of grants have been awarded during the year (£19,369 la5tyear).Thi5 induded £IO.000 kng awarded to
Midhurst Prirnary Schwl to e*abli#t a SeD5Dry Ganjen.
The aerk contiThJes to get tdephone calls. wl1 s and post regarding grants. Wè re￿ve enqoiries from the local colleoe
and 5chods the web5ts-Tum2us- flags up the Betty Martift Charity. Sady the Obietts have not been ap￿iCa￿e to
many of the enquiries and, rf ￿￿ltable, the Obietts have teen fowdrd&l gNing darifKatv)n.
FINANCIAL REVIEW
nancial position
The inve5th1ent income has rethced from £28,180 last year to £26,261 d)is year.
The overall eypenditure has red￿￿j from £33,204 to £26,9D7. This is rnainly due to le55 grants tong awarded thls year.
The investments produced unreaLsed gains of £44.071 compared to £175,634 unrealtsed losses L4St year.
Cons¥ue￿. the ￿larKe sheet reserves have from £655,156 to £686,533.
It is the wlKy of the charlty that unrestritted funds whith have nttt been designated for a speofic use should
maintsln&1 at a level equiYa￿nt to be￿n thm and six months eXpendItu￿ The Trustee5 tt￿S￿er that remo5 at
this level will ensure tha¢ in the èvert of a 5ignfficant drop in funding, they wal be a￿e to continue the tharitfs ojrrent
vities while consideratson is given to ways in whith addtbonal funds nw be raised. This knl of restr￿$ has been
nkiintained throughout the year.
Going eontèrn
At the time of approvlng the attounts, the Trust*s have a ￿onable exp*ti¢n thatthe Tnsst has adequate resource5
to continue in orEr3btsnal e¥istence for the foreseeable fijture.
Exwdibjre in the year (26.907) marginalty exceeded intome (£26,261).
MowÈver thètharfws ro£erves total £686,533 atthe end of the acrounting year.
Thus th&Twstees contlnue to adort thè going toncem ￿[$ èf accounting in We￿ng the accourts.
Pa￿1

'. THE MARTXN CHARrrY
REPORT OF THE TRUStEES
FOR THE YEAR ENDED 30 SEPTEMBER 2023
FUTIIRE PLANS
The Trustees ￿e I￿king foFward to the new year Mth con5ider&)le optimism and ssncerety hope thetsignnficantly more .
lo¢J people mwJht benef￿ from whatever finanaal 9JPPOrtthe Trust mèy be able to offer.
The 5vJnificant finanaal support gfven to Easeb￿rne PriTTtary School and noby Mldhurt Primary Schod during the Ea#
three yE4fs shows how detemiined the Trustees are to promde help ft¢r advaftang educath)n %p8ificalty In tre Ipr
STRUCTURE, GOVERMAIICE AND MANAGEMENT
Govèrning d¢X￿Ment
The (harity is Eontrolled by its goveming documen¥ a deed of tntst and con%titutfS an uninccKported cha￿.
Charity constitirtion
Tne charity was ￿tabished on 30 Ntsvember 1993, and is r4LSterat un￿r the 0)ar￿[e5 Act (r4istration numLÈr
1029337).
Racruitirert and appointment of NEWtrnstees
Nebv Trn5t￿ are appointed with the ￿1 ?jreern￿t of the board to use their ￿thIS and ex[erien￿ as directed. Ne•4
Trus￿ are direrted to the Charity Commission web ste and spedftcally to the introductory guide "Charity TNstee
W￿￿S invdwj (CC3al arKI the detail￿ guIdan￿'The essential Tru#ee: what you to know, what you ne8J to do
(cc3}.
Organisational $tru¢ture
The grant aFWicatson procedure continues as trefore, the clwk forwards by ernail, or xans the papets and forwards to al
Trustees. The Trustees use email in th￿r resF4)nse to the applications and apprijp￿ate ￿perS received.
They'reply to all. so that each TTUStee ￿ aware of oth¥
The Trustees ttjniinue to be strfct In their ad￿renCe ts the Objects, Prefe￿￿ gfven to those who live wfthln
fift*n mik radius of Midhurt Parish Churd). AJI ap￿iCationS are considered.
Mr Nthdas TaOor of Charteris continw to manage the fvnts.
Paul Legrave cardoj ort the rok of aerk/ctsrrespondÈnt.
GDPR and policy statements
The Trustees continue to follow the of Ge￿TrI D3ts Protecdon Regulakn, ensuring Cc￿￿enti￿*ty for all
￿p￿Ir￿￿t& Atl those See￿ng finanaal SUPFKJrt are adwsed thata copy ￿ the Prfvacy Poliw would be avaiLibEe on r4u&£L
Risk man•gement
The trust￿ have assessed the major risks to the charity is ew&l, and are satisfied that systams are in rA￿ to
mitigate exP￿Ure to the maicy r15ks.
REFERENCE AND ADMINIsfRATXVE D￿AlL$
R¢gÉstere<l Charity number
1029337
Principal addre$5
A5hfield House
7 Ashfidd a¢)se
Midhur5t
West Sussex
GU29 9RP
Miss J Lorimer-Green
Mr D J Mccaheaity
Mrs E Moore
MrNW&mps
Mrs S Legrave C8E
Mrs S Oark

THE BErrY MAFMN CHARrrY
REPORTOF THE TRusfEES
FORTHE YEAR ENDED 30 SEPTEMBER 2023
REFERENCE AND ADMINISniATIVE DEfAILS
Indep¢nd¢nt Examiner
MdanE Phillips FcfA AC4
Lwis Brownlee (Q)i¢hester) Limited
Grange House
Grange Road
Midhurst
GU29 915
Bankers
National Westminster Bank PLC
250 Blshop>Jate
LorKlon
EC2M 4AA
Investment advigors
ChariEfi5 Treasury Porfoyio Manag¥s Ltd
8-9 Lovat Lhne
LoThlon
E(3R 8DW
Delegated Management
Mr P L4rave
19
Approved by order of the board of tw#ees tsn ............................. .... ......
. and 9gneJ on its behalf by.
5 J Lorimw-GreeT)- Trustee
Page3 .

INDEPENDENT EXAMIf4ER'S REPORTTO THE TRIISTEES OF
THE BErrY MARTIN CHARITY . .
Independent examinews report to the trustees of The Betty Martin CIKrity
I report to the charty tru* on my exaMIna￿Oft of the accourts cf The Betty Markn"n Charlty (the Tru#) for the year
éndèd 30 Septemter 2023.
Responsibilities and bas1$ of report
As the tharity trustees of the TnJst you a￿ responsbje for the pre￿rat￿n of the acwunts in accordance wth the
re4uirenEnts of the Charities Att 2011 (the Act,).
I report In res￿ of my examin*"on of the Tnrts a￿¢jUnts carrie& out under Sethn 145 of the Art and In carrylng out
my examination I have followej all applKat4e Dirtttions by the (harity CoMm￿lon under Section 145(5)(b) of the
Independentexaminer's statsmont
I have completeif my examination. I q)nflmi that no matstial rnatters have conk t() my atten￿on in connection the
eKaminatkin giwng MÈ cause to believe that in w rrTratrrial respect:
accounb.ng rrfords were not kept in respett of the Trust as wuired by S&tson 130 of tk K. LY
the accounts do not atcord wilh th)se recorJJs,' or
the accounts do not comply th the &p￿icable rewirements conceming the fomi and content of accounts Set
out in the Chanties (Accounts and Reports) R￿UlationS 2008 other than any requirement ￿t the accounts give
a true ar¥1 fair view which is not a matter con51dered as part of an indepa*Jent examinrkn'on.
E have no conTrrrs and have no other matters in connection with the &xamination to whith attention shoul
be drawn in this mport In orderto enable a propv urJtsr*dnding of the aLrounts to ￿ reached.
Mdanie Phillips FCCA ACA
is Brownlee lthithester) ￿MI￿d .
Grawe House
Grange Road
M￿hurst
West Sus
GU29 9LS
&&.ox. lolLF

THE BEfTY MARTIN CHARITY
srATEMENT OF"FINANCIAL ACTIwrriES
FOR THE YEAR ENDED 30 SEPTEMBER 2023
2023
Unrestrlcted
nd Totsl funds
2022
INCOfvIE AND ENDOWMENTS FROM
lnve5kn1￿nt income
26,261
28,180
EXPENDrruRE ON
R¥151ng fvnd5
10,676
12,324
Charitable attivltiés
GTrnts payat4e
14,755
19,369
1,476
1,511
26,907
33,204
Net galnsloosses) on investrrtents
(12,048)
15281
INCOMEI(EXPENDrnIRE)
other reeogrtised gairtsl(losses)
Galnsl{losses} on revalua15on of fixed assets
(Il694)
(5,552>
44,071
(175,634}
Net movement In fvnds
31,377
(181,1861
RECONCEUATION OF FUNDS
Total funds brought forward
655,156
836,342
TOTAL FUNDS CARRIED FORWARD
S86￿33
655,156
The notes fomi paft of these financial statements
Page 5

THE BErrY P4ARTIN CHARrrY
8ALANCE SHEET
30 SEPTEMBER 2023
2023
Unrestricted
fund Totèl funds
2022
Investments
676,914
636,136
CURRENT ASSErs
Cash at bank
9,694
20,IIJ)
NET CURRENT ASSETS
9,694
20,11)0
TOTAL ASSEfs LESS CURRE1￿ LIABILrfiES
686,608
656,236
ACCRUALS AND DEFERRED INCOME
(75)
(1.080)
NET ASSErs
686,533
655,156
FUNDS
Unrestricied funds
684533
6S5,156
TOTAL FUNDS
686.533
655,156
The
tements were approvej by the Board of Trusies ènd auth￿ised for issue on
. an<J were signed on its l*half ty:
S9 J Lorimer-Green - Tntrstee
Mrs S Legrave CBE- Tr(LStee
The notes fomi part of th&e ffnancial statements
Page 6

THE MAKfIN CHA
NOTESTO THE FINANCEAL sfATEMEriTs
." FOR THE YEAR ENDED 30 SEwfEMBER 2023
ACCOUNTING POUCIES
Basis of preparlny the financial statements
The financial statemerts of thé tharity, whth s a public benefit entSty under FRS 102, have been prepared in
. atttsrdante wth the charit￿$ SORP(FRS 102) 'Accounttng and Rwrting by Ch?ritie5: Ststernertt of
Recornmendgd Practice ap￿il￿ble to charitie5 preparing their accounts in accordan￿ wlth the Finanthal RepK)rbThJ
Standar(J appllcable In tt)e UK and RepuLlic of Ireland (FRS 102) (effective l Jansjary 2019),. Finandal RerA)￿ng
Standard 102 The Finandal Reporting Standard appli(able in the UK and RepvtAic of Ireknd. and the ￿riteS
Act 2011. The finanad statements have tttn prqKred on a going con￿rn ba*s under the historical cost
convention With the exception L* Invethents which are induded at market
." The Pre￿tstion￿1 oJrrerrty of the finèntil statements is in Pound Sterfing (£1 which Is rounded to near
[￿r￿1 (É).
Incoming resources
' All income and endovrnents are èccounted for without deduction for any costs of reCe￿EbIlIty, are rdrognised
' when there is evkIen￿ of entitlernen¢ r&pt Is probab￿, and the ans)unt can be measured reliabty.
Voluntary Income
Donath)ns are recognlsed when receiwl.
. INcDrne tax recoveratle on Gift Aid donations ts r￿nfSed whtt7 the income is rKognised.
Grdnts and legaoeg a￿ wognised when the formal offer in writing of the fvndiry is r£￿er￿.
Income from tharrtable Actfvilfes
. Incorne Ls re£ognlsed wh2n the nw (s recefved.
. Income from Investments
". ￿videndS are accourted for when due and p￿b[e.
Interest entidements are accounted for & they accrue.
. Tax recijverable on such incorne iq recognised in the *me accounting year.:
. All other income
l other income is recognw1 in the per&xl to whth ￿ retat&.
Income weived in advaft￿ is deferred to the to whith ￿ rdates,
. Gains and I(￿ on investments
Reallsed galns are recognL£ed when the Investynents are s)Id.
Unreaised galns and losses are accounted for IX revèluatlon on 30 Sepknber.
. R*￿r￿S expEnd6YJ are accwnted for on an awuab basis 8nd are accounted for gros
. The rnanagement and a￿1￿￿￿ of Ihe tharty ¥e cèrthed out by volunt￿, Thi5 incorne and cost ¢s not induded
in thè finanaal st*emènts as this vduntary conmbutton to the work of the charity is incakulabta
. Grnnts
Grènts and dwati(x)s are a¢￿￿nt￿l for when paid over, or when awarded where the wdrd creates a blnding
wjation on the dtarity.
charity is exanpt from tax on rfs dwritatrAÈ adiV[t￿S.
Fund attountirtg
Unrestrhted funds an be used in accordan￿ wth the cha￿tsble obJedves at the dI￿r￿10n Of the tru5
. Restricted fvnds (an onty be for pBttialar restricted purposes wthi in thè objects of the ch?rlty. RestrSthns
arise wh￿1 swfied by the doncr or when fvnds ¥e rai￿ parttdar r*th¢J purposes.
Paye 7
contin￿...

NOTES TO THE FINANCIAL ￿ATEME￿￿[s.
FOR THE YEAR ENDED 30 SEPTEMBER 2023
ACCOUNTING POUCIES- LY>ntinu4d
Financial tnstryments
Investrn￿ts are a fom of baslc flnancld Instrument and arÈ In￿l11Y F￿nIsed at their transaction value aTrJ
subs4uentty mea9Jred at thar fair vaue a5 atthe bal4nce 5trteet d*e using the dostng q£￿te￿ rnarket priTr. AJI
gaiks and I0￿S are taken to the Sta￿ent of Finanaal Attwities as they a￿s& Realosed gains los￿
Investrnents are oloJlated ss the drfference itheen ￿leS prO￿ed5 and ttHr opening carrying value. Unreaised
gairs and tosses a￿ cakulabj as d[rFew￿ beiween the fair vaue at the yea￿d and thew carwng vdu
INVESTMENT INCOME
2023
2022
Income from I￿ed Inv&%tments
Depost account interest
26,249
12
28,179
261
28.180
IIAISING FUNDS
lrtvestsnent m•a9ement Costs
2023
2022
PortfolK) managems
10.676
11324
OThER
2023
2022
Support costs
1rt76
1,511
Support costs £1,476 indudes the Indwda7t *mination fee of £1,260 (2022- £1,511 indudes a fee of
É1,080).
TRUSTEES. REMUNERATION AND BENEFITS
There were no trusteeg remunerafiw or other tr￿¢ffts for the year en¢le4J 30 September 2023 ngr for tl* year
ermjed 30 September 2022.
There were rk) trustaeg exp￿￿ paid for the y￿r ended 30 Septernter 20J ncx for the year ended
30 Septemb&r 2022.
Page 8
conttnued...

THE BErrY MARTIN CHARrrY
NOTES TO THE ￿NANcrAL sfATEMETifs- contlnued
FOR THE YEAR ENDED 30 SEPTEMBER 2023
FIXED Ass￿ INVEsfMENTS
5ted
Investments
MARKEf VALUE
At l Octotw 2022
Addtiions
Disrosals
Revauattons ".
636,136
25,000
(16,245)
32,023
At 30 September 2023
676.914
. BOOKVAWE
At 30 SepteM￿r 2023
676,914
At 30 sept￿￿T 2022 ""
636,136
There were no Investrnent asgets outside the UL
If listed Investments had notbe revalJ£d they would have been induded at ￿1r Nbtorkal cost of£486,71&
ACCIWALS AND DEFERRED INCOME .
2023
2022
Accruals J)d deferr& Income
. 1,080
MOVEMENT JN FUNDS
Net
movement
in fund5 At 3019123
At 1110122
UnY*ricted funds
neral fund
655.156
31,377
686,533
TOTAL FUNDS
655,156
686￿33
Net movement In funds. indudgd in the abJve are 05 folk)w5:
Incoming
Gains and
expended
in funds
Unrestri¢ted fimds
General fund
26.261
(26,907)
32.1123
31,377
TtsfAL FUNDS
26,261
(26,907)
31023 .
31,377
Page 9
continued..,

ThE BETry MARTIN CHARITY
r4oTES TO THE F114ANCIAL STATEMENfs- ¢On￿nUell
FOR THE YEAR ENDED 30 SEPTEMBER 2023
MOVEMENT XN FUNDS- continued
ComporHtiv&5 fornwement in funds
Net
movement
In funds
At IIIOJ21
At 3019122
Unre5trirted fvnds
al ￿nd
836,342
{181,186)
655.15S
TOTAL FUNDS
836,342
(181,186)
655.156
Compardtive net mvement in fvnds Induded In the ab)ve are as follows..
Incomiiig
. resources
Gain5 and
eX￿ded
in fvnd
Unrestricted fvnd5
General fvnd
28,180
(33,204)
(176,162)
(181.186)
TOTAL FUNDS
28,180
133,204)
(176,162)
(181.186)
A cJJrrent year 12 mcth and pr￿)r year 12 months ¢ombned pxitson 15 as fc4lows:
Net
movement
in funds At 3019123
At 1110121
Unr£stricted funds
GenekBI fund
836,342
(149.809)
686,533
TOTAL FUNDS
836,342
(149.809)
686,S33
A ￿rfftnt year 12 months and P￿Or year 12 rnonths (C￿bined net moYern* in funds, Induded in the above aye
ag fdlows:
Incoming
Gains and
p¥¢ment
In funds
VnreStrkt￿ fiinds
Generdl fund
54,441
{60,111)
{144,139)
(149.8(B)
TOTAL FUNDS
54,441
{60,111)
{144,139)
(149,8091
Page 10
cont5nued...

NOTES TO THE FINANCIAL ￿ATEME1￿5- ¢ontinuod
FOR THE YEAR ENDED 30 SEVIEMBEFi 2023
RELATED PA￿ DISCLOSURES . . ..
re were no related paty transacbons for ihe year ended 30 5eptwnber 2023 for the end&1 30
September 2022.
Pdge 11

. THE MARTIN CHARtrY
DETAILE1> STATEMENT QF FIfiANCIAL AcrivrtIES
FOR TrtE YEARENDED 30 SEPTEMBER 2023
2023
2022
INCOME AND EMDOWMENTS
Investment In￿Me
Inco￿ from listed Invethents
accourt inter
26.249
12
2fy261
28,180
Total incoming resources
24201
28.180
EXPENDrnJRE '
Portfdio n￿Werne￿t
10,676
12,324
Charitable aL*ivities
Grants to Institutlor
Grants to inthviduals
. 10,000
4.755
15,109
4.260
14,755
19,369
Support costs
Managemert
Ad￿nIstration expw
216
431
Governance costs
Accountancy and kgal fees
1,260
1,080
907
33,204
N*t expendiknré bthe 4ains and10ssos
(646)
(5x124)
Realised recowtsed gains and losses
Realised gainsl(lossesl on fixed asset investments
(11048)
(5281
Net expeodityre
(14694)
(5,552)
This page cljes Trjt fomi p*t of the s￿￿tOry finoncd statements
Page 12