ELOISE and KATIE MEMORIAL TRUST
TRUSTEES ANNUAL REPORT for year ending 30 April 2022
The pandemic inevitably continued to restrict activity and the Trustees were unable to hold a formal meeting during the 2021/22 financial year. Although the 2020 meeting had agreed there would be a fundraising event in February 2022 to mark the 25[th] anniversary of Katie Plunkett’s death, it was not possible to arrange this.
However, thanks to the generosity of Eloise and Katie’s cousins and a family charity, the Trust unexpectedly received four donations totaling £67,000 in 2021/22. This meant total income was £70,925 compared to an average of £7,227 per annum over the previous five years.
When the Trustees met in 2020, it was anticipated that COVID would have a significant impact on the charitable sector in terms of increased demand for funding - particularly to support families - combined with less income from fundraising. Even charities reliant on investment income would be affected as companies reduced, or cut, dividend payments.
Against this backdrop, the Trustees agreed to focus donations on learning support programmes/activities for disadvantaged young people whose education was being disrupted by school closures. The emphasis would continue to be on relatively small projects in England and Scotland that were able to demonstrate they could make a difference to their lives.
The Memorial Trust therefore made further donations in 2021/22 to:
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Mulberry Bush School in Oxfordshire which helps rebuild the lives of those with challenging family backgrounds who have been excluded from school. The Trust has supported the school since 2015 and this donation was for projects to improve residential facilities
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Ebony Horse Club in Brixton, south London, which works with local schools to support pupils with physical, mental or behavioural problems by helping them learn new skills outside their home/classroom environment. I visited the Club in November 2021 and was impressed to see first-hand how much can be achieved by a small organization with a modest budget and limited facilities
Since October 2021, the Memorial Trust has also funded music and drama tuition for a number of refugees in west London.
As at 30 April 2022, the Trustees had agreed to support the Friends of Ashton Secondary School in Glasgow - an inner city state special school providing Additional Learning Support [ALS] alongside mainstream secondary education. The donation - to equip an on site café/shop giving pupils key skills to help boost their employment prospects - will be covered in the 2022/23 accounts and TAR.
The Eloise Plunkett Award, which is funded by the Memorial Trust and administered by the Institution of Civil Engineers [ICE], was suspended in 2021/22 because of restrictions on overseas travel. It will re-open shortly and the Trustees have increased the 2022/23 Award to mark the 20[th] anniversary of Eloise’s death in July 2002.
Jane Roberts
1
Treasurer December 2022
2
3
4
ELOISE AND KATIE MEMORIAL TRUST Accounts 1 May 2021 to 30 April 2022
Opening balance at bank 1 May 2021 £47,002.20 Donatons received [Note 1] 70,925.00 Bank interest 8.01 Donatons made [Note 2] [13,148.00] Other expenditure [Note 3] [260.00] Closing balance at bank 30 April 2022 £104,527.21
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The Santander account was closed on 8 July 2021 when the balance of £47,217.49 was transferred to the Trustees’ new account at C. Hoare & Co
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£75,000 was transferred to a 35 day not i ce account on 10 March 2022. As at 30 April, the balance of £29,527.21 was held on current account
NOTE 1 - Donatons received
Just Giving donat i ons were temporarily suspended from July to October while the new bank account details were registered
| May 2021 | |
|---|---|
| Via Just Giving | 118.75 |
| June 2021 | |
| Via Just Giving | 95.00 |
| July 2021 | |
| Juliet Fellows | 11,000.00 |
| August 2021 | |
| Fiona Vickers | 11,000.00 |
| October 2021 | |
| Via Just Giving | 498.75 |
| Rosemary Macaire | 2,000.00 |
| November 2021 | |
| Via Just Giving | 118.75 |
| Ansell Family Charity | 25,000.00 | |
|---|---|---|
| Susanna Bustamente | 20,000.00 | |
| December 2021 | ||
| Via Just Giving | 118.75 | |
| Sir John Aird Charity | 500.00 | |
| January 2022 | ||
| Via Just Giving | 118.75 | |
| February 2022 | ||
| Via Just Giving | 118.75 | |
| March 2022 | ||
| Via Just Giving | 118.75 | |
| April 2022 | ||
| Via Just Giving | 118.75 | |
| TOTAL DONATIONS RECEIVED | ||
| £70,925.00 | ||
| NOTE 2 - Donatons | made | |
| October 2021 | ||
| Music tuiton [Heidi Wiseman] | 710.00 | |
| Drama tuiton [Westminster School of Performing Arts] | 80.00 | |
| December 2021 | ||
| Mulberry Bush | School | |
| 6,000.00 | ||
| Music tuiton | 400.00 | |
| January 2022 | ||
| Music tuiton | 958.00 | |
| February 2022 | ||
| Ebony Horse Club | 5,000.00 | |
| TOTAL DONATIONS MADE | £13,148.00 | |
| Note 3 - Other expenditure | ||
| Monthly bank charges [Sept - April] | 260.00 |
TOTAL £260.00
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of UOISL I On accounts for the year ended Charity no (if any) 30 pAI 202 loqSJl Set out on pages dition I report to the trustees on my examination of the accounts of the above charity ("the Trust.) for the year ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confimi 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: Independent examiner's statement I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets rf they do not apply. Date: Signed: rJ> 2o2S Name: 6c*rtEY K••fYg Relevant professional qualification(s) or body (if any): Address: IER October 2018
Section B Dlsclosure Only complete if the examiner needs to highlight matlers of concern (see CC32, Independent examination of charity accounts. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. •d•l•• .Ji IER October 2018
ELOISE AND KATIE MEMORIAL TRUST Accounts l May 2021 to 30 April 2022 Opening balance at bank l May 2021 Donations received [Note 1] Bank interest Donations made [Note 2] Other expenditure [Note 3] Closing balance at bank 30 April 2022 £47,002.20 70,925.00 8.01 [13,148.00] [260.00] £104,527.21 The Santander account was closed on 8July 2021 when the balance of £47217.49 was transferred to the Trusteerf new account at C Hoare & Co £75,000 was transferred to a 35 day notice account on 10 March 2022. As at 30 April, the balance of £29,527.21 was held on current account NOTE l- Donations received Just Giving donations were temporarily suspendedfrom July to Ortober while the new bank account details were registered May 2021 Wia Just Giving 118.75 June 2021 Wia Just Giving 95.00 July 2021 Juliet Fellows 11,(x)o.00 August 2021 Fiona Vickers 11,000.00 Ortober 2021 Wia Just Giving Rosemary Macaire 498.75 L/ 2,000.00 November 2021 Via Just Giving Ansell Family Charity Susanna Bustamente 118.75 25,000.00 20,000.00 December 2021 Wia Just Giving Sir John Aird Charity 118.75 0 500.00
January 2022 Iria Just GNing 118.75 February 2022 Wia Just Giving 118.75 LZ Marth 2022 Wia Just Giving 118.75 LZ April 2022 Via Just Giving 118.75 TOTAL DONATIONS RECEIVED £70,925.00 NOTE 2- Donations made October 2021 Music tuition [Heidi Wiseman] Drama tuition [Westminster School of Performing Arts] 710.00 L•• 80.00 0 December 2021 , Mulberry Bush School Music tuttion 6,000.00 400.(X) O January 2022 Music tuttion 958.00 February 2022 Ebony Horse Club 5,0(x).00 O TOTAL DONATIONS MADE £13,148.00 Note 3 - Other expenditure Monthly bank charges [Sept- April] 260.00 0 TOTAL £260.00