(HARirY (OMMIWON Trustees. Annual Report for the period Period start date Period end date From 2023 To 31 03 2024 Section A Reference and administration details Charity name THE MEYRICK CHARITABLE TRUST Other names charity is known by Registered charfty number (If any) 1063953 Charity's principal address Estate Office, Lyndhurst Road, Hinton Christchurch, Dorset Postcode BH23 7DU Names of the charity trustees who manage the charity Datos acted If not for whole Offlce (If any) oar Name of porson (or body) entltlod toa olnt trusteo Ifan Sir G W Meyrick Sir G W Meyrick Trustee name Sir G W Meyrick Lady C Meyrick 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole ear TAR March 2012
Names and addresses of advisers (Optional infom7ation) e of adviser Name Address Name of chief executive or names of senior staff members (Optional infonnation) Section B Structure, governance and management Description of the charity's trusts Type of governing document Trust Deed How the charity is constltuted Trust Trustee selectlon rnethods Appointed by Sir G W Meyrick Additional governance issues (Optional infonnation) You may choose to include additional information, where relevant, about: policies and procedures adopted for the induction and training of trustees; the charity's organisational structure and any wider network with which the charity works; relationshlp with any related parties", trustees, consideration of major risks and the system and procedures to manage them. Section C Ob'ectives and activities The objects 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 world as the Trustees shall in their absolute discretion think fit to support or establish. Summary ofthe objects ofthe charity set out in its governing document TAR March 2012
The charity's activities are primarily centred around the geographical areas in which the charity has specific 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 charity's aims and objectives. The charity has, for exarnple, in the last year made grants relating to the research and monitoring of cetacean populations and the condition of their habitats around the Anglesey coast. Other grants in the geographical areas of specific interest have also been made. Summary of the main activities undertaken for the public benefit in relation to these objects {include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on publlc benefit) Additional details of objectives and actlvltles (Optional informatlon) 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 charity has been proud to support the research and monitoring of the tacean populations around the Anglesey coast. The core objectives around this work are as follows: 1. Monitoring the numbers and locations of cetacean populations in order to gain valuable knowledge of the health of our marine environment, and insight into the effects of chemical pollution, noise disturbance, over- fishing, accidental capture in fishing gear and climate change. 2. Involving the public in scientific monitoring. 3. Raising awareness and understanding of marine mammals and the threats they face. 4. Educating, informing and advising for better environmental protection. The charity has continued its sponsorship of a student from Anglesey studying at Pearson College. Canada. Pearson College's mission is to rnake education a force to unite people, nations and cultures for peace and a sustainable future. The student is on a two-year pre-university International Baccalaureate course. Summary of the main achievements of the charity during the year The charity has donated to Bangor University to support the operations of the Institute for the Study of Welsh Estates (ISWE). This donation will be used to fund 2 PhD researchers, to be employed as Associates for two days a week. The charity has also made donations to the National Garden Scheme and local churches. TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves 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 reserves and to generate investment retums from these to enable grants to be made. Details of any funds materially in deficit None. Further financial review details (Optional infomiation) You may choose to include additional information, where relevant about.. the charity's principal sources of funds (including any fundraising); how expenditure has supported the key objectives of the 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 Signature(s) Full name{s) Position (eg Secretary. Chair, etc) Sir George Williarn Meyrick Trustee Date 1010112025 TAR March 2012
THE MEYRICK CHARITABLE TRUST ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024
THE MEYRICK CHARITABLE TRUST We have prepared the Financial Statements for the year ended 31 March 2024 set out on pages two to five from information supplied to us. Meyrick Estate Management Limited Estate Office Hinton Admiral Christchurch Dorset BH23 7DU
THE MEYRICK CHARITABLE TRUST Accounts for the ear ended 31 March 2024 202312024 2022123 Income Dividends Other interest-maunby Other investment income Donatlons received Gift Aid received from HMRC 2,259 421 932 64,141 2.495 443 434 106.000 2,500 67.753 111,871 Less . Ex enditure Donatlons paid out Management fees Legal and Professional 87.315 107,324 1.031 1,071 108.396 ear 20,593
THE MEYRICK CHARITABLE TRUST counts for the ear ended 31 March 2024 202 202212023 Ca ital Account Balance brought fornard 1 April 2023 112,867 121,673 Movement In investments 2.364 (8,806) 115,231 112,867 Accumulated Funds Balance brought forward 1 April 2023 6,367 Surplusl(Deflcll) for the year (20.593) 3.476 10.751 9.843
THE MEYRICK CHARITABLE TRUST Accounts for the ear ended 31 March 2024 Pa 202312024 202212023 Balance Sheet Flxed assets Investments 95,858 Current Assets Bank acKount - Lloyds Maunby£apilal Account Maunby-lncome Account 3.886 384 4.351 23,537 9,578 406 8.621 33,522 Current Liabilities Sundry creditors 8,621 33,522 104,480 122 710 Represented By :" Capital Account 115.231 112.867 Accumulated Funds {10.751) 9,843 104 480 122 710 We, approve the accounts and noles included In the report. Slgned on b the trustees on 10 January 2025 by". Slr eyrick
HE MEYRICK CHARITABLE TRUST Accounts for the ear ended 31 March 2 Notes lo Ihe Accounts 24 202312024 202212023 Donatlons Pearson College Hlnton P.C.C. Bangor University Bodorgan Environmental Management Seawalch Foundation NGS Hampshire Sl Mlchaels & All Angels. Hinton 38,748 192 5.000 10,000 29.317 3.249 809 41,132 192 65,000 107,324 202312 2022 Donations received G.W. Meyrick Meyrlck 1966 Settlement Trac Mon BPCI Pensieri Others 20.000 10.000 5,000 20,000 5,000 4,141 75,000 3,000 3,000 15.000 10.000 106 000
THE MEYRICK CHARITABLE TRUST Accounts for the ear ended 31 March 2024 Independent Examlner's Report I report lo the trustees on my examination of the accounts of The Meyrick Charitable Trust rihe Trusf) for the year ended 31 Marth 2024. Responslbilities and basls of report As the charity's trustees. you are responsible for the preparation of the acts)unts in accordance with the requ1mentS of the Charrties Act 20111.the Acri. I report in respect of my examinaiion of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination. I have followed all the applicable Directions given by the Charity Commission under sectton 145{5)Ib) of the Act. Independent examlnerfs statement I have completed my examinats"on. 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.. accounting records were not kept in respect of the Tmst as required by section 130 of the Act,. or the accounls do not 8¢cord wllh those records. I have no concerns and have corne across no other matters In connectlon with the examination to which attention should be drawn in this report in order to enable a proper understsnding ol the accounts to be reached. Signed: Date: 27 January 2025 Name: R G Adams Relevant professional quallflcation(sTr or body {if any): F.C.A. Addre$8: 20 Fairfield Road Wimborne Dorsèt BH212AJ