THE ELOISE and KATIE MEMORIAL TRUST
TRUSTEES’ ANNUAL REPORT for year ending 30 April 2024
Two additional Trustees - Katherine Warren and Iona Hoare - were appointed in November 2023.
The Trustees continue to focus on learning support programmes and activities for disadvantaged children and teenagers whose education/wellbeing was disrupted by school closures during the pandemic and, more recently, by cutbacks in local authority spending.
Donations are made to charitable and other organisations in England and Scotland with the emphasis on relatively small projects that make a difference. Bursaries are also provided to individuals.
Applicants are required to provide detailed submissions and the Trustees carry out appropriate due diligence as part of their decision-making process.
Income in 2023/24
This was £37,035 [ 2022/23: £65,586 ] and included advance entry payments for the June 2024 Golf Day [£10,050] and July 2024 “Mini Olympics” at Cradle Farm [£400].
The June 2023 Golf Day attracted 18 teams and raised £14,551 after expenses. The Trustees are very grateful to Rushmore Golf Club for hosting the event and agreeing to do so again in June 2024. They are also very grateful to the three artists who exhibited at Hinton in December 2023 and generously donated £7,472 from their sales. Other fundraising included a walk on the Ridgeway in May 2023 and an event at Carlisle Races in April 2024.
Donations in 2023/24
The total was £23,358 [ 2022/23: £25,762 ]. The largest were £7,000 to Home Start, £5,000 to Mulberry Bush School in Oxfordshire for new iPads and £3,000 to Women’s Community Matters in Barrow-on-Furness to enable vulnerable teenagers to take part in additional activities at WCM’s 2024 summer camp in the Lake District. The Memorial Trust first supported Mulberry Bush in 2015/16 and WCM in 2022/23.
Bursaries of £5,358 [ 2022/23: £4,257 ] were also provided for music, drama and riding tuition.
Other expenditure in 2023/24
This was £6,339 [ 2022/23: £1,620 ]. £2,959 was paid to Rushmore Golf Club for the June 2023 Golf Day and £3,031 for the new website - eloiseandkatie.com - which went “live” in February 2024 and is helping raise awareness of the Memorial Trust among donors and the charitable sector.
As funding submissions can now be made via the website, there has been a significant increase in both the number and variety of applications
received. This is reflected in the range of projects the Trustees are supporting in 2024/25.
Jane Roberts Treasurer December 2024
THE ELOISE and KATIE MEMORIAL TRUST Registered Charity 1098516 Accounts 1 May 2023 to 30 April 2024
2023/24
2022/23
Opening balance at bank 1 May 2023 £147,958.67 £104,527.21 Income [Note 1] 32,270.85 64,235.65 Refund of 2019 QUEST donation - 5,227.28 Bank interest 4,764.41 1,350.68 Donations made [Note 2] [23,358.00] [25,761.98] Other expenditure [Note 3] [6,339.38] [1,620.17] Closing balance at bank 30 April 2024 £155,296.55 £147,958.67
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£25,000 was added to the 35 day notice account on 14 June 2023
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Closing balance: £30,296.55 on current account + £125,000 on 35 day notice
NOTE 1 - INCOME
May 2023 Via Just Giving 658.07 6 x Charity Golf Day entries - June 2023 6,250.00 CAF donation Ridgeway Walk - May 2023 300.00
June 2023 Via Just Giving 119.32 3 x Charity Golf Day entries - June 2023 2,500.00
July 2023 Via Just Giving 95.00
August 2023
Via Just Giving 95.00
September 2023
Via Just Giving 95.00
October 2023
Via Just Giving 95.00 Donation - Rosemary Macaire 2,000.00
November 2023
Via Just Giving 95.00
December 2023
Via Just Giving 95.00 Donation - Amelia Hemmings [Hinton exhibition - Dec 2023] 1,542.00
January 2024
Via Just Giving 585.30 Donation - George Irvine [Hinton exhibition] 3,010.00 Donation - Arabella Brooke [Hinton exhibition] 2,920.00
February 2024 Via Just Giving 95.00
March 2024
Via Just Giving 95.00 1 x Charity Golf Day entry - June 2024 1,000.00
April 2024 Via Just Giving 596.54 * Carlisle Race Day cash donations - April 2023 579.62 9 x Charity Golf Day entries - June 2024 9,050.00 4 x Cradle Olympics entries - July 2024 400.00 Total £32,270.85**
* Includes £400 from Carlisle Race Day
NOTE 2 - DONATIONS MADE
May 2023
Music tuition [Heidi Wiseman] 332.50
June 2023
Music tuition [Heidi Wiseman] 1,235.00
September 2023
Drama tuition [Westminster School of Performing Arts] 90.00 Heythrop Pony Club bursary 300.00
October 2023 Mulberry Bush School, Witney 5,000.00
November 2023
Home Start - Banbury, Bicester & Chipping Norton 7,000.00 Music tuition [Heidi Wiseman] 1,520.00 Sturminster & Hinton Cricket Club 1,000.00 Heythrop Pony Club bursary 90.00
December 2023
The Vale Pantry, Sturminster Newton 2,000.00 Heythrop Pony Club bursary (Newman-Moore family) 1,000.00
January 2024
Music tuition [Heidi Wiseman] 610.50
April 2024
Women’s Community Matters, Barrow-on-Furness 3,000.00 Drama tuition [Westminster School of Performing Arts] 180.00
Total £23,358.00
NOTE 3 - OTHER EXPENDITURE
Charity Golf Day - June 2023 2,948.54 Leap Creative - website design and hosting 3,030.84
Monthly bank charges [12 x £30] 360.00
Total £6,339.38
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