IILIRIT¥
COIWl551
Trustees. Annual Report for the period
Pénod SL￿ date
Peric*Y end date
From
01
To 31
Section A
Reference and administration details
Charlty namo
THE MEYRICK CHARITABLE TRUST
othor namos ¢harlty Is known by
Reglstsrod charfty number (If any)
1063353
Charity's principal addross
Estste Office, Lyndhurst Road. Hinton
Christchurch, Dorset
Postcode
BH23 7DU
Names of the charity trustsos who manage the charity
Dat•1 acted If not for whol•
Trust•• Mm•
Office111 arhyl
Nam• of p•rnon lor body) entltl8d
toa
int trustee
If•n
Sir G W Meyrick
Sir G W Meyrick
Sir G W Meyrick
Lady C Meyrick
10
11
12
13
14
15
16
17
18
19
20
Names of tho trustses fr>r the charlty, If any, (for example, any custodian trust•os)
Namo
Datss acted rf not for whole
ear
TAR
Marth 2012

Nam0$ and addresses of advisers {Optional Infom￿tion)
of advI￿r
Name
Addr•ss
Name of chief execuiive or nam0$ of senlor staff members Ioplional Infomialion)
Section B
Structure, governance and mana
ement
Descrlptlon of the charlty's trusts
Type of goveming document
Trust Deed
How the charity is constituted
Trust
Trust& selection methods
Appointed by Sir G W Meyrick
Additlonal govornance Issues Ioptlonal Inf<mation)
You may choose to include
additional information. where
relevanl, about..
policies and procedures
adopted for the indudion and
training of trustees-
the charty's organisational
structure and any wider
network with which the charity
works.,
• relationship with any related
parties.,
trustees, ¢onsideration of
major risks and the syslem
and procedures to manage
them.
Section C
Ob'ectives and activities
The obj'ects of the charity are, in summary, to appty income or capital of
the charty to or for such charitable instrtutions or other charitable object
or oty.ects in any part of the world as the Trustees shall in their absolute
discretion think fft to support or establish.
Summary of thè objects of tho
¢harlty sat out In its
governlng document
TAR
March 2012

The charity's activtties are primarily centred around the geographical
areas in which the charity has spectfic interest, those areas being
Anglesey. Wales and Boumemouth and Christchurch, England.
The trustees confimi that they have referred to the guidance contained in
the Charty Commission's general guidance on wblic benefit when
reviewing the charity's aims and obiectsves.
The charity has. for exarnple. in the last year made grants relating to the
consep4alion arKJ protection of the red squirrel in the UK as well as
harbour and marine research in the Christchurch area. Other grants in
the geographical areas of specific interest have also been made.
Summary of tho maln
activities undertaken for the
publlc benefit In relatlon to
these objects (Include withln
thls sectlon the sL*utory
doclarallon that trustO05 hav•
had regard to the guidance
Issued by the Charlty
Commlssion on publlc
beneflt)
Additional details of oblecllvas and acllvltles (Opllonal Inforniatlon)
You may choose to include
further statements, where
relevant, about..
policy on grantmaking.,
policy programme related
investment.,
contribution made by
volunteers.
TAR
March 2012

Section D
Achievements and performance
The chanty has been proud to support the Red Squirrel Survival Trust.
The Red Squirrel Survrval Trust has six core oty'ectives Ihat drive its
programme of work:
1. Raise awareness of the pl￿h1 of red squirrels
2. Protect red squirrels by keeping red and grey squirrels apart
3. Fund research on how to secure the long-tenn future of the red squirrel
in the UK
4. Encourage successful populations of red squirrels
5. Reintroduce red squirrels y￿thin the UK where conditions are right
6. Secure the red squirrel's natural environment by ensuring our
woodlands are healthy.
Summary of the main
achievoments of the charity
durlng the year
The charity has provided grant funding for research in Christchurch
hartK)ur. Set mthay befv￿en the so￿nI and Poole Harbours.
Christchurch Harbour is a beautifvl natural harbour, and a designated
Srte of Special Scientthc Interest {SSSI). As a Site of Special Scienlific
Interest, the Harbour is home to a rich ¥ar￿ty of ￿￿Id1rfe. including over
300 species of ￿"rds.
TAR
Marth 2012

Section E
Financial review
Brlef slatoment of the
charlty'$ pollcy on reserv
The charity has no overheads and does not commit to grant funding
outside of a specific grant being made and these are not multi-year
grants. The charity does aim to preserve capital reseNes and to generate
investment retums from these to enable grants to be made.
Details of any funds materially
in doflclt
None.
Further financlal roview detail$ {Opllonal inforniallon)
You may choose to include
additional infomiation. where
relevanl about..
the charity's principal
sources of funds (including
any fundraising)..
how expendtture has
supported the key objectives
of the charity.
investment poltcy and
objectives induding any
ethieAI inveslment policy
adopted.
Section F
Other optional information
Section G
Declaration
The trustees declare that they have approved the trustees. report above.
Slgnod on behalf of th• charity's trusto08
Slgnature(s)
Full namo(s)' Sir George William Meyrick
Position leg Secretary, Chalr. Trustee
etc),,
1010112023
TAR
Marth 2012

TH
MEYRI
HARIT
AC
NT
RTH
NDED 31 MARCH 2022

TH
HARIT
We have mared the Finw* sL*erne￿ for tr* yw eTrJed
31 March 2022 set 0￿ ￿ p•Jes to fN8 from Inf￿rn￿ SLwl*J
to u5.
Meyri¢k Estate Managenwtt Ltd.
Estate Offi
Hinton Admir
Chrislthurch
Dorset 8H23 7DU

E MEYRI
unls the
RITABLE TR
31M
In
Dividends
Other interest4AaLmby
Other inve$tmenl
Donab"ons received
Gift Aid receNed from HMRC
2,091
378
211
21,350
8,180
1.719
410
50
Donations paid oxrt
Management faes
Legal and Profession
20.4
10.402
1,127
1,217
10.628
9.435

TH
Accounts the
HARITABL
TR
ded 31 March 2022
021r2022
2020r2
Balance Wht foThvard 1 Awil 2021
115,098
93.236
Movement in irwestrnent$
6.575
21.862
121.673
115.098
Balance brO￿t fwd 1 Aoril 2021
{4281)
5,174
SuWwllDefiot) for thè
10,628
19.4351
6,367
4.261

TH
YRI
Accounts f the
HARIT
ar ended
TR
ST
or2021
lan
Fix
Investments
Bank ac¢xJunt- Lloyd$
Maunby-caytsl A¢(>)unt
Maunby-lncome A￿￿nI
19.070
6.171
391
7.254
25.632
12,075
r￿nt LIa￿lIti
Sundry creditsrs
128,040
110.837
Represented By:"
Capit* Acojunt
121.673
115,098
A¢oJmul4led Funds
6.367
{4,261)
128,040
110837
We. apwove the aco)LWrts and notes induded in the iep
s￿￿d cn behaff of ￿ tJuslees ￿ 10 Jarw 2023 ty.
Sir G W Meyric

HARITABL
TR
r ended 31 M￿7 2022
unts for
Hint£￿ P.C.C.
Red Squirre15 Trust Wales
Bangor Universty
William BurtirvJlon
Christc*urth ErN1r￿m8rrtal
192
15,0(M)
192
10.C
210
021r2022
G.W. Meyri¢k
BPCI
Others
20,3
21.350

TH
MEYRICK CHARITABLE TR
Ind•p•ndwrt Examlngrfs Report
I rew•rt to the trustees ￿ my •xam¥iats"on ofts ￿lunt5 of ts a￿• tharty
Ilhe Trusfi for >earerthd 31 March 2021
Ro$ponslbllltl•s and bas15 of rop¢Kt
As th8 charty$ trustses. you am r•sponthl8forth8 weparatson oftr* attourts
accordancè wth th8 r8quTrrr¢nls of the Chartses Acl 2011 llhe Acri.
I r8Wt in respect ofmy •xanMnab"cn of the a￿{)￿nts car￿￿ out urth sec*on
145 ofth• 2011 Act ar*J in Ca￿￿r￿j (Mjt ry examiiation. I have al tr* athKab
'reth)ns gi¥en by ￿ Charty ctinyrw￿.0n Sec1￿ 145(5Mbl ofthe A
Inthpendent examlngrfs statsmwrt
I have conybted my oxamination. I confTh that no malerol mattels have CO￿ to my
att•nts"on in connection wrfh the e*￿ination whith gi¥es me cause to bel*¥e Ihat in,
any material respert
Ihe aWA)unls dmj not accorf wrth th8 ac£ounting recwds". or
th• accounts not wth the applicab￿ wuirenwts con¢•ming Ihe fonn
and wntents ofth• accounts set out ￿ Ihe Chanbes (Acc￿nts and Reponsl
R•gulations 2&)8 oth¢r Ihan any rMu¥emvnts th3tthe ac¢oLtnts gi¥8 a'tme and fai
viw whth is nota matt•v Corw￿ 0$ part ofan indeFeTrJent ewunatK)n.
I hav8 Tho corws and have cm ac1055 no olher matters ￿ conrecbon wth the
exaftwnab)n to which attenl*)n shoukl be tjrthffi in thi5 order to enab* a yyopr
understanding of Ihe ac¢ounts tts be reached
Slgn•d:
10 January 2023
RGAd*
R•l•w*nt proh1￿o￿al qu•lllkaMsl or body (rf any):
Aldr•ss.'
20 Fairf*ld Ro&
Wirnbome
Dorset
BH21

7 

THE MEYRICK  CHARITABLE TRUST Accounts for the year ended  31 March 2022 

## **Independent Examiner's Report** 

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 March 2022. 

## **Responsibilities and basis of report** 

As the charity's trustees, you are responsible for the preparation of the  accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). 

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. 

## **Independent examiner's statement** 

I have completed my examination.  I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: 

- the accounting records were not kept in accordance with section 130 of the Act; or 

- the accounts did not accord with the accounting records; or 

- the accounts did not comply with the applicable requirements concerning the form 

- and contents of the accounts set out in the Charities (Accounts and Reports) 

- Regulations 2008 other than any requirements that the accounts give a 'true and fair' 

- view which is not a matter considered as part of an independent examination. 

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. 

**Signed: Date:** 10 January 2023 **Name:** R G Adams 

## **Relevant professional qualification(s) or body (if any):** 

FCA 

**Address:** 20 Fairfield Road Wimborne Dorset BH21 2AJ 

