THE ELOISE and KATIE MEMORIAL TRUST
TRUSTEES’ ANNUAL REPORT for year ending 30 April 2025
The Trustees con,nue to focus on learning support programmes and ac,vi,es for disadvantaged children/ teenagers whose educa,on/wellbeing was disrupted by school closures during the pandemic and, more recently, by cutbacks in local authority spending.
Dona,ons are made to charitable and other organisa,ons in England and Scotland with the emphasis on rela,vely 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 2024/25 £32,453 [ 2022/23: £37,03]
The Memorial Trust’s second Golf Day in June 2024 a`racted 17 teams and raised £14,247 aber expenses. The Trustees are very grateful to Rushmore Golf Club for hos,ng the event and agreeing to do so again in June 2025.
The “Mini Olympics” in July 2024 raised £2,445 with families taking part in a range of spor,ng ac,vi,es at Cradle Farm. It is hoped to repeat the event in 2026.
The Memorial Trust also received a generous dona,on from “Tartan Fling” - a ScoPsh reeling party for teenagers held in Shipston-on-Stour in April 2024.
DonaFons in 2024/25 £63,090 [ 2022/23: £23,358 ]
The largest were £7,500 to Mulberry Bush School in Oxfordshire, £7,000 to Teenage Cancer Trust to fund a new informa,on booklet and £7,000 to Ashton Special Needs Secondary School in Glasgow to enable it to purchase a new minibus.
The £3,000 donated to Women’s Community Ma`ers enabled vulnerable teenagers to take part in addi,onal ac,vi,es at WCM’s 2025 summer camp.
The ten new recipients included the Refreshing Minds “Oasis” programme in Hackney, Coram Beanstalk’s primary school literacy programme and Longborough Fes,val Opera’s educa,on outreach programme.
Three bursaries totalling £4,790 [ 2022/23: £5,378 ] were provided for music, drama and riding tui,on.
The majority of funding applica,ons are now be made via the eloiseandkaFe.com website. The significant increase in the number received is reflected in the range of projects supported in 2024/25. However, the
use of AI means submissions are not always relevant to the Memorial Trust which suggests applicants are adop,ng a “sca`er gun” approach and ignoring a charity’s aims and objec,ves.
Jane Roberts Treasurer December 2025
THE ELOISE and KATIE MEMORIAL TRUST
Registered Charity 1098516
1 May 2024 to 30 April 2025
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2024/25 2023/24
Opening balance at bank 1 May 2024 £155,296.55 £147,958.67
Income including GiN Aid reclaims [Note 1] 27,349.63 32,270.85
Bank interest 5,103.37 4,764.41
DonaUons made [Note 2] [63,090.00] [23,358.00]
Other expenditure [Note 3] [3,994.76] [6,339.38]
Closing balance at bank 30 April 2025 * £120,664.79 £155,296.55
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- £10,667.79 on current account and £110,000 on 35 day no6ce
NOTE 1 - INCOME
| May 2024 | |
|---|---|
| Via Just Giving | 95.00 |
| Dona6on - George Baker Dona6on - Tartan Fling event |
125.00 3,674.41 |
| Bluebell Walk, Great Tew - April 2024 | 695.00 |
| 6 x Charity Golf Day entries - June 2024 | 5,988.00 |
| 2 x Cradle Olympics entries - July 2024 | 200.00 |
| June 2024 | |
| Via Just Giving | 192.90 |
| 1 x Charity Golf Day entries - June 2024 | 1,262.00 |
| 3 x Cradle Olympics entries - July 2024 | 300.00 |
| July 2024 | |
| Via Just Giving | 95.00 |
| 10 x Cradle Olympics entries - July 2024 | 1,200.00 |
| Cradle Olympics - sale of Pimms | 345.00 |
| August 2024 | |
| Via Just Giving | 95.00 |
| Dona6on - Radnor Charitable Trust | 250.00 |
| September 2024 | |
| Via Just Giving | 95.00 |
| Dona6on - Meyer Charitable Trust | 200.00 |
| October 2024 | |
| Via Just Giving | 95.00 |
| Dona6on - Rosemary Macaire Dona6on - Mrs C J McBean |
2,000.00 277.56 |
| November 2024 | |
| Via Just Giving | 95.00 |
| Dona6on - Sumner Wilson Charitable Trust | 2,500.00 |
1
| December 2024 | |
|---|---|
| Via Just Giving | 95.00 |
| Via Just Giving - Mrs H C Tylor | 4,904.70* |
| January 2025 | |
| Via Just Giving | 95.00 |
| February 2025 | |
| Via Just Giving | 118.75 |
| March 2025 | |
| Via Just Giving | 167.50 |
| Via Just Giving - GiX Aid reclaims | 2,040.93 ** |
| April 2025 | |
| Via Just Giving | 147.88 |
| Total | £27,349.63 |
* £5,000 less 1.9% Just Giving dona6on processing fee **** Includes £1,187.50 on £5,000 dona6on less 5% Just Giving fee
NOTE 2 – DONATIONS MADE
| June 2024 | |
|---|---|
| Music tui6on bursary |
760.00 |
| Heros | 2,500.00 |
| Branch Trust, Chipping Norton | 2,500.00 |
| Unicorn Equestrian Centre | 2,000.00 |
| Campden Edge Youth Art Fund | 1,000.00 |
| August 2024 | |
| Heythrop Pony Club bursary | 280.00 |
| September 2024 | |
| Future Fron6ers |
3,000.00 |
| Drama bursary [1stof 3 terms] | 1,500.00 |
| December 2024 | |
| Mulberry Bush School | 7,500.00 |
| Teenage Cancer Trust | 7,000.00 |
| Ashton Special Needs Secondary School, Glasgow | 7,000.00 |
| Refreshing Minds - Oasis programme | 5,000.00 |
| Coram Beanstalk - Primary schools literacy programme | 5,000.00 |
| Longborough Fes6val Opera - Educa6on programme | 5,000.00 |
| Jon Egging Trust |
3,500.00 |
| Drama bursary [2ndof 3 terms] | 1,125.00 |
| February 2025 | |
| Kids Inspire | 2,300.00 |
2
| March 2025 | |
|---|---|
| Women’s Community Mafers - 2025 summer camp | 3,000.00 |
| RAW Workshop, High Wycombe | 2,000.00 |
| April 2025 | |
| Drama bursary (3rdof 3 terms) |
1,125.00 |
| Total | £63,090.00 |
| NOTE 3 - OTHER EXPENDITURE | |
| Bank charges | 382.00 |
| Charity Golf Day costs - June 2024 | 3,052.96 |
| Leap Crea6ve - website hos6ng/upda6ng 2025 | 559.80 |
| Total | £3,994.76 |
3
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to tho trusteesl members of ELOISE AND KATIE MEMORIAL TRUST On accounts for tho yoar ended 30 APRIL 2025 Charlty no (If any) 1098516 Set oul on pag•8 TWO I report to the trustees on my examination of the 8ccounts of th8 above charity (Ihe Trusf) for the year ended 3010412024 Ro•pon81bllltlo8 and As th8 charity trustees of the Trust, you are r8sponsible for the preparation ba818 of report of the accounts in accordance wth the requirements of the Charities Act 2011 (Ihe Acr). I report in respect of my examination of th8 Twst'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 Chanty Commission under section 145(5llb) of the Act. I have completed my examinab'on. I confirm that no material matters have com8 to my attention in connection vAth the examinats'on which gives me cause lo believe that in, any material respect: accounting records were not kept in accy)rdance wlth sectlon 130 of the Act or the accounts do not accord with the accounkn'ng r8o)rds Independent examlnetrs 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 understandin of the a(Unts to be reached. s8 d8lete the s in th8 brackets rfthey do not apply. Slgnod: Date: 4° February 2026 Nam•: Robert Mitchenall Relevant profe8•lonal quallflcatlon{s) or body {If any): C.Eng, FIET. MIE Address: Dashwood. Wootton Rivers. Marlborough. SN8 4NQ IER October 2018 .
Section B Disclosure Only complete if the examiner needs to highlight matters of conrn (see CC32, Independent examination of charity accounts: directions and guidano for examiners). Glve hern brfof detalls of any items that the examlner wlshes to dlsclose. IER October 2018