THE ELOISE and KATIE MEMORIAL TRUST
TRUSTEES’ ANNUAL REPORT for year ending 30 April 2023
When the Trustees met in 2020, the pandemic was expected to have a significant impact on the charitable sector in terms of increased demand - particularly to support vulnerable families - combined with a fall in income from fundraising.
The Trustees therefore agreed that donations should focus primarily 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 able to demonstrate their ability to make a difference.
Income
Thanks to the generosity of Eloise and Katie Plunkett’s cousins, the Memorial Trust received four further family donations totaling £42,866 in 2022/23. This meant income [including bank interest] was £65,586 compared to an average of £7,227 per annum for the five years to 2020/21.
In addition, a refund of £5,227 was received from the Institution of Civil Engineers. This followed the Trustees’ decision to close the annual Eloise Plunkett Award administered by ICE and funded by the Memorial Trust after making a final £3,000 Award in February 2023. The Trustees are now looking at other ways of encouraging careers in civil engineering in Eloise’s memory - possibly by focusing on 6[th] form and/or university students.
2022/23 income also included £9,000 of advance entry payments for a Charity Day held at Rushmore Golf Club in June 2023 and £3,766 from ticket sales for a concert by Hal Cazalet in December 2022. The concert and dinner was the Memorial Trust’s first post-Covid event and raised £2,505 to support the Friends of Stour Connect - a community day centre run by Care Dorset for the elderly and adults with physical and learning disabilities.
Donations
£25,762 was donated in 2022/23. The largest was £7,500 to Mulberry Bush School in Oxfordshire - which the Memorial Trust has supported since 2015 - to upgrade its residential facilities.
£4,000 was donated to the Friends of Ashton School in Craigend, Glasgow - an inner city state secondary school providing Additional Learning Support - to help equip an on site café giving pupils key skills to boost their employment prospects. The café has been a great success and the Trustees hope to support its future expansion.
Other new projects included donations to the John Egging Trust [£3,500] and Women’s Community Matters in Barrow-on-Furness [£3,000]. The latter funded additional activities for vulnerable teenagers at WCM’s annual summer camp in the Lake District. The feedback was very positive and the Trustees hope to support this again in 2023/24.
Further information on these projects can be found on eloiseandkatie.com
Trustees
At the November 2022 annual meeting, it was agreed to invite Katherine Warren and Iona Hoare to become trustees. Both accepted and formally took up their appointments in November 2023.
Jane Roberts Treasurer December 2023
THE ELOISE and KATIE MEMORIAL TRUST Annual accounts 1 May 2022 to 30 April 2023
| 2022/23 | 2021/22 | |
|---|---|---|
| Opening balance at bank 1 May 2022 | £104,527.21 | £47,002.20 |
| Income[Note 1] | 64,235.65 | 70,925.00 |
| Refund of 2019QUEST donation[Note 1] | 5,227.28 | - |
| Bank interest |
1,350.68 | 8.01 |
| Donations made[Note 2] |
[25,761.98] | [13,148.00] |
| Other expenditure[Note 3] | [1,620.17] | [260.00] |
| Closing balance at bank 30 April 2023 | £147,958.67 | £104,527.21 |
-
£25,000 was added to the 35 day notice account on 22 Sept 2022
-
Closing balance = £47,958.67 on current account + £100,000 on 35 day notice
| NOTE 1 - INCOME | |
|---|---|
| May 2022 | |
| Via Just Giving | 118.75 |
| June 2022 | |
| Via Just Giving | 155.10 |
| July 2022 | |
| Via Just Giving | 118.75 |
| August 2022 | |
| Via Just Giving | 118.75 |
| Catkin Taylor | 10,000.00 |
| Julie Fellows | 7,433.00 |
| S & F Vickers | 7,000.00 |
| David Macaire | 18,433.00 |
| September 2022 | |
| Via Just Giving | 118.75 |
| Viv Ansell | 200.00 |
| October 2022 | |
| Via Just Giving | 118.75 |
| Rosemary Macaire | 2,000.00 |
| November 2022 | |
| Via Just Giving | 118.75 |
| December 2022 | |
| Via Just Giving | 118.75 |
| January 2023 | |
|---|---|
| Via Just Giving | 118.75 |
| February 2023 | |
| Via Just Giving | 155.10 |
| Heber-Percy Charitable Trust |
5,000.00 |
| March 2023 | |
| Eventbrite ticket sales for Hal Cazalet fundraising concert |
3,765.60 |
| In aid of Friends of Stour Connect | |
| 2 x Charity Golf Day entries |
2,000.00 |
| April 2023 | |
| Via Just Giving | 143.85 |
| 7 x Charity Golf Day entries |
7,000.00 |
| £64,235.65 | |
| Plus:Refunded balance of July 2019 donation for |
5,227.28 |
| Institution of Civil Engineers QUEST award | |
| Total |
£69,462.93 |
| NOTE 2 - DONATIONS MADE | |
| June 2022 | |
| Friends of Ashton School, Glasgow |
4,000.00 |
| Music tuition [Heidi Wiseman] |
1,082.20 |
| July 2022 | |
| Drama tuition/LAMDA exam [Westminster School of Performing Arts] |
233.50 |
| Pony Club training bursary |
200.00 |
| October 2022 | |
| Mulberry Bush School |
7,500.00 |
| Music tuition |
1,516.35 |
| Drama tuition [WSPA] |
90.00 |
| January 2023 | |
| Music tuition |
1,044.50 |
| Macmillan Cancer Support Scotland |
1,000.00 |
| February 2023 | |
| John Egging Trust |
3,500.00 |
| Women’s Community Matters |
3,000.00 |
| March 2023 | |
| Friends of Stour Connect |
2,505.43 |
| [Net proceeds of Hal Cazalet fundraising concert] |
April 2023
Drama tuition [WSPA]
| April 2023 |
|
|---|---|
| Drama tuition [WSPA] | 90.00 |
| Total | £25,761.98 |
| NOTE 3 - OTHER EXPENDITURE | |
| Hal Cazalet fundraising concert | 1,260.17 |
| Bank charges |
360.00 |
| Total | £1,620.17 |
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