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: 

- 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 

- 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 

- 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 

- £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