2023-03-31-accounts

(NARllY Trustees. Annual Report for the period Period stsrt dale Period end date From 01 03 ', 2023 Section A Reference and administration details Charlty name THE MEYRICK CHARITABLE TRUST other name$ charity is known by Registered charity number (rf any) 1063953 Charltys prlnclpal address Estate Office, Lyndhurst Road, Hinton Christchurch, Dorset Postcode BH23 7DU Names of the charity trustees who manage tho charity Dat•s aci•d rf not forwhol• Office lif any) Name of person lor body) •ntltl•d int trustee Ifan Sir G W Meyrick Sir G W Meyrick Sir G W Meyrick Lady C Meyrick 10 12 13 14 15 16 17 18 19 20 Names of the trustges for the charity. rf any. (for èxample, any custodian trustses) Name Datgs acted rf not for whole oar TAR Marth 2012

Namos and addrossos of advisers (Optional infomiatlon) e of adviser Name Address Name of chief executive or names of senior staff mombors (Optional infomiation) Section B Structure, overnance and mana ement Dèscrlption of tho charlty's trusts Type of governing document Trust Deed How the charity is constituted Trust Truste6 selection MetsK￿js , Appointed by Sir G W MeyrTrck Additional governance issues (Optional infomiation) You may choose to include additional infomiation, where relevant. about.. policies and prO￿dureS adopted for the induction and training of trustees: the charity's organisational structure and any wider network with which the charity relalionship with any related parties.. trustees. consideration of major risks and the system and procedures to manage them. Section C Ob"ectives and activities The objecls of the charity are, in summary. to apply income or capital of the charity to or for such charitable institutions or other charitable object or objects in any part of the worfd as the Trustees shall in their absolute discretion think fit to support or establish. Summary of the objects of tho charity set out in its governing document TAR Marth 2012

The charity's activities are primarily ￿ntred around the geographical areas in which the charity has spectfic interest. those areas being Anglesey, Wales and Boumemouth and Christchurch. England. The trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charitls aims and objectives. The Gharity has. for example, in the last year made grants relating to the research and monitoring of r£tacean populations and the condition of their habitats around the Anglesey coast. Other grants in the geographical areas of spectfic interest have also been made. Summary of the maln activities undertaken for the public benefit in rèlation to these objects (include withln this section the statutory doclaratlon that trustees havo had regard to the guidance issuèd by the Charity Commission on public benefrt) Additional details of objectivos and actlvltles (Optional information) You may choose to include further slalements, where relevant, about.. policy on grantmaking., policy programme related investment- contribution made by volunteers. TAR Marth 2012

Section D Achievements and performance The charity has been proud to support the research and monitoring of the Ceta￿an populations around the Anglesey coast. The core objectives around this Work are as follows: 1. Monitoring the numbers and locations of ￿t8¢ean populations in order to gain valuable knowledge of the health of our marine environment, and insight into the effects of chemical pollution. noise disturt)ance, over- fishing. acadental capture in fishing gear and dimate change. 2. Involving the public in scientific monitoring. 3. Raising awareness and understanding of marine mammals and the threats they face. 4. Educating. infomiing and advising for better environmentsl protection. Summary oflhe main achievements of the charity during the year The charity has continued its sponsorship of a student from Anglesey studwng at Pearson College. Canada. Pèarson College's mission is to make education a force lo unite people. nations and cultures for pea and a sustainable fulure. The student is on a two-year pre-university Inlemational Baccalaureate course. TAR Marth 2012

Section E Financial review 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 d￿S aim to preserve capital reserves and to generat8 investment retums from these to enable grants to be made. Brief statement of the charity's policy on reserves Detsils of any funds materially in deficit None. Further financlal rnvlew dètalls (Optional Infom￿tIOn} You may choose to indude additional information. where relevant about-. the charity's principal sources of funds (including any fundraising)., how expènditurè has supported the key objectives of th8 charity, investment policy and objectives including any ethical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's trustees Slgnature(s) Full name{s) Posltlon (og Secretary. Chair, etc) Sir George William MeyTid( Trustee Date 3010112024 TAR Mard) 2012

THE MEYRICK CHARITABLE TRUST ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023

THE MEYRICK CHARITABLE TRUST

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We have prepared the Financial Statements for the year ended

31 March 2023 set out on pages two to five from information supplied

to us.

Meyrick Estate Management Ltd. Estate Office Hinton Admiral Christchurch Dorset BH23 7DU

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THE MEYRICK CHARITABLE TRUST

Accounts for the year ended 31 March 2023

THE MEYRICK CHARITABLE TRUST Accounts for the year ended 31 March 2023
Income Dividends Other interest-Maunby Other investment income Donations received Gift Aid received from HMRC Less : Expenditure Donations paid out Management fees Legal and Professional Surplus/(Deficit) for the year	2022/23 £ 2,495 443 434 106,000 2,500 111,871 107,324 - 1,071 108,396 3,476		2021/22
			£ 2,091 378 211 21,350 8,180
			32,210
			20,456 - 1,127
			21,582
			10,628

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THE MEYRICK CHARITABLE TRUST Accounts for the year ended 31 March 2023 Page Capital Account Balance brought forward 1 April 2022 Movement in investments Accumulated Funds Balance brought forward 1 April 2022 Surplus/(Deficit) for the year 3		2022/2023 £ 121,673 (8,806) 112,867 6,367 3,476 9,843		2021/2022
Capital Account Balance brought forward 1 April 2022 Movement in investments Accumulated Funds Balance brought forward 1 April 2022 Surplus/(Deficit) for the year
				£ 115,098 6,575
				121,673
				(4,261) 10,628
				6,367

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THE MEYRICK CHARITABLE TRUST

Accounts for the year ended 31 March 2023

Balance Sheet Fixed assets Investments Current Assets Bank account - Lloyds Maunby-Capital Account Maunby-Income Account Current Liabilities Sundry creditors Represented By :- Capital Account Accumulated Funds	Page 4 4		2022/2023 £ 89,188 23,537 9,578 406 33,522 - 33,522 122,710 112,867 9,843 122,710		2021/2022
					£
					102,408
					19,070 6,171 391
					25,632 -
					25,632
					128,040
					121,673 6,367
					128,040

We, approve the accounts and notes included in the report.

Signed on behalf of the trustees on 30 January 2024 by:

Sir G W Meyrick

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THE MEYRICK CHARITABLE TRUST Accounts for the year ended 31 March 2023 Notes to the Accounts

THE MEYRICK CHARITABLE TRUST Accounts for the year ended 31 March 2023 Notes to the Accounts
Donations Pearson College Hinton P.C.C. Red Squirrels Trust Wales Burton Youth Football Club Christchurch Environmental Management Bodorgan Environmental Management Donations received G.W. Meyrick Meyrick 1966 Settlement Trac Mon BPCI Pensieri Others		2022/2023 £ 41,132 192 1,000 65,000 107,324 2022/2023 £ 75,000 3,000 3,000 15,000 10,000 - 106,000		2021/2022
				£ - 192 15,000 - 5,264
				20,456
				2021/2022
				£ 20,300 - - 1,000 - 50
				21,350

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THE MEYRICK CHARITABLE TRUST Accounts for the year ended 31 March 2023

Independent Examiner's Report

I report to the trustees on my examination of the accounts of The Meyrick Charitable Trust (“the Trust”) for the year ended 31 March 2023.

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 giving me cause to believe that in, any material respect:

1 accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2 the accounts d0 not accord with those records.

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: 30 January 2024

Name: R G Adams

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

F.C.A.

Address: 20 Fairfield Road Wimborne Dorset BH21 2AJ