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2024-03-31-accounts

Mayor of Merton’s Charitable Trust

Trustees’ annual report for the period 01/04/2023 to 31/03/2024

Reference and administration details

Charity name – The Mayor of Merton’s Charitable Trust Registered charity number – 1149209

Names of the charity trustees Gill Manly 30.5.23 onwards (Chair from 30.5.2023) Martin Whelton 30.5.23 Michael Brunt 30.5.23 Edith Macauley 24.06.19 onwards Oonagh Moulton 24.06.19 onwards

Structure, governance and management

Type of governing document – Trust deed adopted by meeting of Merton Council on 11 July 2012. A supplemental trust deed, approved by the trustees on 13 May 2019, restated the original trust deed and provided for an increase in the number of trustees from three to five.

How the charity is constituted – Trust

Trustee selection methods – the trustees are appointed or re-appointed annually after the Annual Meeting of Merton Council at which the Mayor is elected. There is an understanding that each year the Mayor, Deputy Mayor and the previous year’s Mayor may become Trustees. The appointments are noted by a meeting of the Council in June/July each year. The Trustees elect the Chair of the Trust Board at the first Trust Board meeting following Annual Council.

Objectives and activities

Summary of the objects of the charity set out in its governing document

The Trust Deed states that the charity's objects are any purposes currently recognised as charitable and any new charitable purposes which are similar to another charitable purpose. The purpose of the Trust is to collect and distribute charitable donations for the benefit of the residents of the borough. The focus will shift from year to year so that each year the Trust can support specific organisations and/or themes such as young people, sport, the arts etc.

Each year the Mayor of Merton nominates a charity or charities for whom fundraising activities are carried out during the year to meet a specified purpose for the benefit of the residents of Merton. Additional small donations may be made to local charities and or individuals.

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The Trustees consider the public benefit requirement prior to issuing funds to any organisation or individual. When providing financial donations, the Trustees will in every event place specific stipulations as to the use of those funds to ensure that the use is in accordance with the charity’s objects and charitable purposes as well as complying with the Charity Commission’s guidance on public benefit.

Summary of the main activities undertaken for the public benefit in relation to these objects

Fundraising activities undertaken over the past year were planned so that a wide range of people from Merton’s diverse local communities could participate, particularly those people who had not previously had any contact with the mayoralty.

Councillor Manly selected the Merton Music Foundation as the first of her two nominated charities Merton Music Foundation (MMF) has been providing high-quality music, arts and culture education programmes to the young people of Merton and the surrounding areas for over 32 years. Their principal object of the Merton Music Foundation is to advance musical education within the framework of the arts for the benefit of the public in the London Borough of Merton and elsewhere. Her second charity was The National Brain Appeal who have been dedicated to raising vital funds for The National Hospital for Neurology They try and improve the outcome and quality of life for the one in six affected by a neurological condition by funding pioneering research, providing access to the best technology for expert diagnosis and treatment, and training tomorrow’s clinicians.

Achievements and performance (summary of the main achievements of the charity during the year)

Fundraising activities Fundraising highlights in the 2023/24 year included:

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Community outreach

Silver Sunday : October saw Silver Sunday, when Councillor Gill Manly hosted a tea party at Tooting and Mitcham Community Sports Club. A delicious afternoon tea was served, accompanied by sparkling entertainment which included Councillor Gill Manly performing for the guests. The day was a fitting celebration of achievements by older residents, and a chance to share some amazing life stories.

During her mayoral year Councillor Gill Manly not only held the mayoral events but also assisted in helping with the baking/cooking and cleaning for her events and involved as many community members as possible.

In September 2023 we saw Councillor Gill Manly shave her head for the National Brain appeal and raise over £2500 for the charity as a sign of compassion and solidarity for those who are undergoing treatment for Brain Cancer and those that have lost to the disease

Aside from her charity work, Councillor Gill Manly led the tributes to fallen servicemen and servicewomen on Armistice Day and Remembrance Sunday, and she led citizenship ceremonies throughout the year as part of her civic duties.

Engagements

During 2023.24 Councillor Gill Manly ensured that their programme of 400 to 500 engagements annually has been used as an opportunity to reach out to all parts of Merton’s diverse community and therefore increase understanding, participation and communication, thus addressing one aspect of the public benefit duty of the Trust.

Parlour receptions

During 2023/24, Councillor Gill Manly hosted several receptions in the Mayor’s Parlour as an opportunity to thank individuals and local community organisations, thus recognising and celebrating the positive contribution they have made to the life of the borough.

- Grant making

Grant-making In the 2023/24 financial year the Trust made seven grants totalling £29,946 to support local community organisations for the benefit of Merton residents:

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Financial review

Brief statement of the charity’s policy on reserves:–

All cash balances are held as unrestricted funds. All funds are held for the purpose of donations to the Mayor’s chosen charities or cover the costs of further fundraising. We do not have a policy of holding a minimum reserve, other than to not go into deficit.

Independent examiner’s report on the accounts

Separate PDF document

Receipts and payments accounts

Separate PDF document

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Official#

Charity Number: 1149209

The Mayor of Merton's Charitable Trust

Receipts and payments accounts

For the period from

01/04/2023

to

31/03/2024

Section A Receipts and payments Section A Receipts and payments Section A Receipts and payments

A1 Receipts		 Unrestricted
funds
to the nearest £
32,138
48,454
7,087
0
87,679
22,205
29,946
52,150
35,529
0
33,250
68,779		 Total funds
to the nearest £
32,138
48,454
0
7,087
0
87,679
22,205
29,946
52,150
35,529
0
33,250
68,779		 Last year
1 April 2022 to 31
March 2023
to the nearest £
Event Income 32,138 45,125
Donations 48,454 0
Gift Aid Receipts 0
Wimbledon Draw 7,087 8,756
Openingdonationspre charitable status 0 0
0
Total receipts
A3 Payments
53,881
Cost of Fundraising Activities 22,205 30,402
Donations to charities 29,946 38,500
Total payments 52,150 68,902
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
(15,021)
0
48,271
33,250
Section B Statement of assets and liabilities at the end of the period
Categories
B1 Cash funds		 Details
Cash at bank		 Unrestricted
funds
to nearest £
Cash at bank 68,779
68,779
Date of approval

Unrestricted Details funds to nearest £ Cash at bank 68,779 Total cash funds 68,779 Print Name Date of approval

Signed by one or two trustees on behalf of all the trustees

Signature