CHARITY REGISTRATION NUMBER: 1163629 COMPANY REGISTRATION NUMBER: CE004727 ,IT* Margaret ClitherowTrust le19 Maiginaled commvnitie5 Margaret Clitherow Trust Charitable Incorporated Organisation Receipts and Payments Financial Statements 31 December 2023 WALTER H NTER & Chartered accountants 24 Bridge Street Newport South Wales NP20 4SF O LIMITED
Margaret ciitherow Trusl Charitable Incorporated Organisation Financial Statements Year ended 31 December 2023 Page Trustees, annual report Independent examiner's report to the trustees 10 Statement of financial activities 11 Statement of assets and liabilities 12 Notes to the financial statements 13
Margaret Clitherow Trust Charitable Incorporated Organisation Trustees. Annual Report Year ended 31 December 2023 Th8 trustees present their r8port and the unaudited finandal statements of thè Gharityfrjr the year ended 31 December 2023. Raf•ronGe and admlnlstrative details Reglslered charlty name Margaret Clilherow Trust Charity reglstratlon number 1163629 Reglstèred offiGe Garden Cottage Offices Badgemore Park Henley-Dn-Tham&s Oxrordshire RG9 4NR General ¢ott•spondence address Margar81 Clitherow Trust PO Box 4872 Henley on Thames OxFordshir9 RGg gLR Trustees Samuel Bowden Rosanne Joseph-Anthony Nicola Pickup Nalini Nathan (Resigned 4 October 2023) ICh8lr) Emall info@margaretclilherow.org Website www.margarelclitherow.org Independent examiner Jonathan Rhodes BSC BFP FCA Waller Hunter & Co. Ltd. 24 Bridge Street Newport South Wales NP20 4SF
Margaret Clitherow Trust Charitable Incorporated Organisation Trustees. Annual Report fconthwedj Year ended 31 Decgmbgr 2023 Ethos Vlsion We believe in a world where ev8ryone is induded and afforded 8qualily. respect, dignity and justic8. Ther@ must be no exceptions on account of elhnicty, religion, gender, sexLJality, disability, cultur8, social background - or inde8d anything else. We believe that this full inclusion is possibl8 for Gypsy, Roma and Travell8r communities and we look t0rd to being part of a society where this is realised. Mlssion5 1. Improve health and education outcomes in our communltles, with a special focus on ch'ldren, thos8 with chronic conditions and suicide prevention. 2. Ensur8 8veryon8 in our communities is safe and empowered. 3. Deliv8r collaborab've and practical training lo the public sector, to improve statutory provision for mmmunilies. 4. Mod81 a chaplaincy Servi that fosters good mental h8alth, indusion and personalised cultural expression. 5. Secure equal actsss to advi and advoLaGy for our ¢ommuniti6S. Culture and values Our ojlture and values form the basis of how our charity and our team ¢arry out Ih8ir work, relate lo people and make decislons. 1. We put saf&ty and safeguarding first. 2. We always h8V8 in our mir'S By8 our vision to cr8ate a worfd where everyon8 is included and treated with dignity and respect. 3. We are focusad on our irnpact and are always Improving. 4. We pursue empowerment and collaboration. knowing these are key to OLJr success. 5. We always act in a way that is.. Professional Respectful Comp855ionale Honest Humb18 Hopeful. In relerenc8 to Point 5. these beh8WOUts are adapted ftjr MCT from Éhe Fmits of the SwnÉ (Galatians). Falth4>a5ed incluslon Our commitment to inclusion has no exceptions. All of our services, induding our tailored chaplaincy provision. are available irrespectiv& of the faith of any individual 2nd community. Our team are from range of faith backgrounds and personnel are not permitted to proselytize as part of their work. We meet ppIe where they are and walk with them, in respect and humility. wherever they w8nt lo go. This o)mmitm8nt is included in our constilulion.
Margaret Clitherow Trust Charitable Incorporated Organisation Trusfges. Annual Report (conthId) Year ended 31 December 2023 Further back round Margaret Clltherow Twst (MCTI wa5 founded in partnership with, and for the ben8fit of, Gypsy, Roma and Traveller communities. Our community work is curr&nUy focused on South East England and we deliver training and support to public seNi(*s nationally. We benefii from a multi4i51xplinary team and have particular experien wothng alongside familigs and agenaes in cont8xls of serious risk or conflict. Our priorities and development are closely informed by the experiences and wishes of our communities. This is especially bDme out through the provision of Chaplaincy. This meets a strong desire by some of our communities to accèss this provision in the contpxt of b8ing marginalised from local church8s and can be a key galaway service tothe multi-disciplinary provision wa offer in accordance with our missions. Trave118r. Gypsy and Roma MmunitieS are dislinclive ethnic groups. These groups have a unique identity and way of life. which goes back hundreds of years and 15 r8cognised as well as protected in law Traveller, Gypsy and Roma communities have been the subj8cl of historic perseiyjtion. not least as part of the Holocaust. Their marginalisation within society txintinues today and many Travellers feel their culture is being erod8d. Evidence shows that outix)mes for our communities, in araas such as lrfe expectancy. child mortality. hale crime. suicide rates and educational Bttainment, are the worst of any ethnic group in the UK 2 We are narned after St. Margaret Clitherow who gav8 h8r life in the service of others. unconditionally welcoming 8nd proleckn'ng people regar(Jless of the community and faith background they came from. J TheLondon Borough of Bmmley w Perso UllknoMryL120201 EWCA Civ 12 Tackting inequalltles faced byGypsyi Roma and Traveller communlti8s. Houseol Commons Women end Equ8ifty S8lect Committeo, Report Published 5 April 2019
Margaret Clitherow Trust Charitable Incorporated Organisation Trustees. Annual Report Icontlfflwed) Year ended 31 December 2023 Activities and Develo ment in 2023 Mlssio see'E Improve health and education outcomes in our communities, with a special focus on children, th058 with chronic conditions and suicide prevgntion. We continued th6 mainstay of our work in this area. with our team of education, health and social care specialis15 Wotking alongside families with complex needs. This resulted in greater school attendan, SEN school places for those who negd it, social care reaching communities (often for the first time) and community m&mbgrs getting aesS to essential healthcare. We were commissioned by two Local Authorities in response to actual and potential suicide clusters, providing a range ofcommunity support to redu risk and link peopla with mental health seNic6s. There were no furth8r suicides In the clusters during the period of our work. We strengthened referrals links with primary care, publlc health and mental health services, eSpallY in Buckinghamshire and Oxfordshiro. We assisted in research by the universities of Oxford and Southampton into contentious critical care decision making, bringing in our expertise on cases wh6rg doctors and arents dis8 ree about their child's medical athwa in ICU. Our multi-agency work on safeguarding and Domestic Violence strengthened with the appointment of a second manager with signtFicant experience in these areas. We continue to successfully work with women in abusive relationships to safeguard th8ms8lves and their children. In terms of efflpowerment, leaders started to WO with personnel on the value of empowerment and how this looks in eve ractice across the team. We continued to train a range of National Health S6rvice providers, as well as regions of the National Probation Service. Our feedback from attendees consistently averages between 4 and 5 Stars from each session. We always seek to improve our training and make it as practical as possible, so services easily implement th6 leaming. Our health training has developed such that we over a more diverse group of traditionally nomadic communities and offers more comprehensive material on how setvices can reduce barriers to SeIf_referlS from community mombers in relevant seNices. We developed a resource for an Integrated Car6 Board to use wlh GP surgeries on increasing Yront door, primary car8 access for vulnerable groups. We advis8d primary care providers and researchers on issues ranging from vaccination uptake to diabet8S mana 8mgnt in our communities. Ensur8 6veryone in our communities is safe and 8mpow8reti. Deliver collaborative and practical Iraining to the public seclor. to improve statutory provision for communities.
Margaret Clitherow Trust Charitable Incorporated Organisation Trustees. Annual Report (¢ondnu8dJ Year ended 31 December 2023 Model a chaplaincy service that fosters good mentsl health, inclusion and personalised cuttural 8xpr8ssion. W8 ar8 proud to offer an ecumenical, inclusive chaplaincy seNice that focuses on pastoral re, mental health and respect for peoples. diverse spiritual n8eds and value5. Our chaplaincy teaffl have been at the forefront of the charity's work r6srJonding lo suicides within our community, as well as child deaths. This work has b88n recognised by LAS as reducing risk in communities. By the same tokgn, our chaplains have provided int&nsiv8 care to bereaved families in such circumstances. We have stepped up mental health training for the team and knDW there is more to do. Many of our communiti8s, who have faced rejectlon from their local church, have benefited from being support8d in Iheir faith. Over the year, hundreds Df community members have bgnefited fram the provision of sacrarn8nls, end of life care. First Communions, accessible funerals and the expression of culturally imFM)rtaNt customs {such as the 'blessing of graves,). Our partnership with th8 Holy Family Sisters of St. Emi18 continues, root8d in a shared mission to ensure everyon8 can access spiritual nourishment combined wth a holistic approach to meeting the ne&ds of those on the margins. Our work with the Church of England continues, with the charily providing a range of advice and support on COE projects for the marginali5ed. We are grateful for the support of Revs, Jean and Stephen Fletcher, who hav8 extensive practical and academic experience In multi-faith work and thaplaincy provision within a wid9r service context, not least in psychialric hospilals. Their input continues to challenge and improv8 our ractice. We continued lo provide an advocacy servic6 for communities and, where required, assist clients to acc85S legal representstion. We have strengthened our use of high-qualily advocacy acr055 th8 team, especially in regard to our education work and Special Educational Needs law. We established relationships with two new, nationally renowned law firms so there are more options for our dients to access exceptional legal representation. Highlights hav8 induded the successful retum of children lo the care of their mothers following lengthy family court proceedings and a substsntial compgnsation award to a famil left for ears in housin that was in disr8 The appointment of Nicki Woodford as S&rvice Manag8r has further improved th8 use of our team's resources and the effective d81iv&ry of care in cases of high coMplety and risk. The trustees are grateful for Nicki's outstanding work. While remaining aligned with our constitution, the charity has taken small slgps in applying our expettise to a wider range of vulnerable groups in its engagement with th8 public Sector and universities. Secure equal access to advice and advocAcy for our communllles. Centr81 operatns. impact and improvement
Margaret Clitherow Trust Charltable Incorporated Organisation Trustees. Annual Report (conllnuodj Year ended 31 Docember 2023 Having received th8 consent of the Charity Commission, the trustees resolved to amgnd the charity's collslitution on 5 July 2023. This ha5 provided greater clarity as to our goals and our work. We used the second half of the year to revaluate our ethos. medium tem goals and strategies for maximising impact pursuanl to the amended constitution. The full fruits of this work will be im lemented across 2024.
Margaret Clitherow Trust Charitsble Incorporated Organisation Trustees. Annual Report (conllnu8d) Year ended 31 December 2023 Financial review During the period 01.01.23 to 31.12.23 our total incxime was £180,336, to inciude restricted funds of £81,960. The charity recewed income from grants, fundraising ev&nts (held by third parti85), providing training and services to public bodies, co118Ctions, private individuals and Gift Aid. The expenditure for this period was £171.803, including expenditure of £113,755 of restricted funds. The charity SP8nl 9.2°k of its 8XP8ndilure on fvndraising Ispeofied in the accounts as 'Othertrading activities')- a reduction from 2022. At the y8ar 8nd, the charity had a net balance of £173,056, of which £65,069 was restricted funding. Considgring r8strict8d fun¢Js and two designated funds for cx)mmitted projects and similar, the charity held reserves of £58,827 at year end., this is equtvalent to just over three months of the charity's running costs. The trustees seek lo hold reserves to maintain the charity's activili8s for three months such that the charity can always m88t its legal commitments, as well as have additional and sufficient flexibility in designal&d funds to overcome short t8mi fluclualions In funding. The charity is generously provided with a rent-free Offi space by Sagoss Ltd. This enables virtually all our funds to go into wotk on the ground. As of 31.12.23 the charity had no material liabilities, debts, c* fund defictts. Neither the charity nor ils trustees act as custodian trustees. Th8 charity has no trading subsidiaries. No trustees rgceived any remungration, payments or benefits from the charity during 2023.
Margaret Clitherow Trust Charitable Incorporated Organisation Trustees. Annual Report (conllnu¢¢l) Year ended 31 December 2023 Other Infor ation Notes of thanks We are especially gratgful to ourfriends at Holy Family Sisters of St. Emile. who finanrh th8 pastoral care that is the gateway to everything else we do. as w811 as our core costs that keep the engine room running. Without Holy Family Sisters, with whom we share so much in the serviix of the marginalised, MCT simply would not exist. Indeed, the tntstees giv8 thanks to all those who fvnd MCT, including.. National Lottery Communiiy Fund The Law Society Charity Benefact Trust and Brighter Lives The Allen Lane Foundation Orchard Trust Didymus Anchor Foundation Garfi6ld W85ton Foundation Souter Trust The Mercers Company Similady, the trustees would also thank lo thank Sagoss Ltd for the provision of Offi space and telecommunications as well 8S their owll generous financial support. We are indebted to our fantastlc team of committed p&rsonnel, not leasl our volunteers. In referenc8 to the latter, the trustees wish to give particular thanks to J6nnifer Capper, Johanna Miils and Rev. John Murphy. Finally. we would like to thank th8 family of Baby Matt RIP. who turn8d an unimaginable tragedy into an opportuntty to serve others in Matl's name. Thanks to their astonishingly effective fundraising efforts, MCT now has a fund in Matt's name, which is being used to secure the futLfre of the charity so that funds are in place to support many more families. They are a b8acon of $61fléssness and courag8 to all. Structure, Governance and Management MCT is a Foundation Charitable Incorporated Organisation. We were admitted onto the Register of Charities in England and Wal8s on the 17 Sept&mber 2015 and amended our constitution on the 5 July 2023. Ev8ry trustee is appointed for a t8rm of three years by a resolution passed at a properly convened meeting of the charity trustees. In selecting trust9es, we consider th6 skllls, knowledge and experience required for thg effective administrallon of the CIO and th8 furtherance of its goals. This can include the ability to apply relevant lived experience lo the role. Potential trustees must demonstrats a commitment to the work we do and to our vison and values - and undergo Safer Recruitment checks (induding a DBS check). Each new trustee is provid8d with copies of the Constitution, ratified polici85, our businessldevelopment plans, the latest annual report. and the lat85t statement of accounts, as well as having introductory meotings with the Chair and MD.
Margaret Clltherow Trust Charitable Incorporated Organisation Trustees. Annual Report (vontlnu8dJ Year ended 31 December 2023 The operational mana9gment of the charity is delegated to the MD and a team of stsff and volunteers. We have a comprehensive Safeguarding policy. DBS checks are carried out on all gligible op8ralional individuals. Gompreh8nsive safeguarding tralnlng is also provided to those individuals through a third-party provider and effective practic& and culture is reinforced internally. W8 have a number of other policies, including a Financial Management policy and a Conflict of Interest policy. Public Benefit statement The trustees hav8 complied with their duty to have due regard to the guidance on public benefit published by the Charity Commission when exercising their r8sponsibilitF8S. Responsibllltl8s of trustees: Stst8rnont of trustees re8pon5ibilltles (flnan¢lall The Chari116s Act 2011 requires the trusl88S to prepare financial statements for each financial year which give a true and fair view of the slats of affairs of the charity and of the incoming resources and application of resourcfjs of the charity for that period. In preparing these financial statements, the trustees are required to.. 8elect suitable accounting poliaes and appty them tx)nsistently', ' observe th8 methods and principles in the Charities SORP 2005., make judgmenls and accounting estimates that ar& reasonable and prudenl., state wh&lher applicable accounting standards hav6 been followed. subj8Ct to any material departures disdosed and explalned In tt)e financial statern8nts' and prepare the financial statsments on th& 9j.ng conc&m basis unless it is Inappropriate lo do so. Th& trustees are responsible for kaeping sufficient accounting recorrls that disclos8 Wlth reasonable accuracy al any time the financial position of the charity and enable them lo ensur8 that the financial statements L¥)mply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and h8nce for taking reasonable steps for the prevention and delecliDn of fraud and other irregularibes. The tru51ees are also responsible for the Maintenan and int8grity of the th8rity and financial infOatiOn included on the charitys website. The trust8es' annual report was approved on 4 Jun8 2024 and signed on behaff ofthe t(12rd of trustees by. Nicola Pickup Chair of Trustees
Margaret Clitherow Trust Charitable Incorporated Organisation Independent Examiner's Report to the Trustses of Margar•t Clithorow Trust Charitabla Incorporated Organisation (conllnu8dJ Year ended 31 December 2023 I report to the trustees on my examination of the financial ststemenls of Margaret Clilherow Trust Charitable Incorporated Organisation {'the charity,) for the year ended 31 December 2023. Responslbllltles and basis of report The charity's trustees are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 1.the ACV'I. The charity's trustees consider that an audit is not required for this year under section 144{21 of the Act and that an independent examination is needed. It is my responsibility to= examine the accounts under section 145 of the Charities Act,, to follow the applicable Dire¢tions given by the Charity Commission under section 14515llb} of the kl., and to state whether particular matters have come to my attentlon. Basis of Independent examlner's statement My examination was carried out in CordanCe with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in ars audit, and consequently no opinion is given as lo whether the accounts present a'lrue and faiff view and the report is limited lo those matters sel out in the next statement. Independent examlnerfs 8tatem8nt In connection with my examination, no material matters have come to my attention which gives me reasonable cause to believe thal in any material respect.. 8ccounting records were not kept in accordance with section 130 of the Charities Act, and the accounts do not accord with the accounting records. I have no concerns 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. Jonathan Rhodes 8Sc BFP FCA Independent Examiner Walter Hunter & Co. Ltd 24 Bridge Street Newport South Wales NP20 4SF 10
Margaret Clitherow Trust Charitable Incorporated Organisation ststement of Flnancial Acllvltles Year ended 31 December 2023 2023 Restricted fijnds Total funds Tolal funds 2022 Unrestricted funds Income and endowmfrnts Don8tions and legacies Inme from trading activities Total incorna 81.329 17.077 81,960 163,289 17,077 180,317 24,522 98,406 81.960 180.366 204.839 Expenditure Cos15 of other trading activities Expenditure on charitable aclivib'es Total expenditure 15,792 42.256 15,792 156,011 23.850 122,598 113.755 58,048 113,755 171,803 146,448 Net Income and net movement In funds 40.358 131,7951 8,563 58,391 Reconclllallon of funds Total funds brought forward Total funds carri8d fonvard 67.629 96.864 164.493 106,102 107,987 65.069 173,056 164,493 The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing aclivilies. T not•s on pages 13 to 20 form part of t54 Ilnanel81 statem•nts. 11
Margaret Clitherow Trust Charitable Incorporated Organisalion ststement of Assets and Llabilities 31 December 2023 2023 2022 Unrestricted funds Reslricl&d nds Total funds Totsl funds Assels Bank 107,987 65.069 173.056 164,493 164,493 Total bank 107,987 65,069 173.056 Debtors D8btors Accrued income Prepayments Total Debtors 6,123 443 857 6,123 443 857 1,537 794 7,423 7.423 2.331 Total Assets 115.410 65,069 180.479 166,824 Creditors and liabllltles Accountancy Accrued exp8nditur& NEST 1,140 276 307 1.140 276 307 1,065 239 Total Llabilities 1.723 1,723 1,304 Net funds 113.687 65,069 178,756 165,520 These financial statem&nts were approved by th& board of truslees and authorised for issue on 4 June 2024. and ar8 signed on behalf of th& board by. Nicola Pickup Chair of Trustees Th• notes on pages 13 to 20 form part of thésè flnanclal statemonts. 12
Margaret Clitherow Trust Charitable Incorporated Organisation Notes to the Flnanclal Statements Year ended 31 December 2023 Gonoral Intormatlon The charity 15 a public benefit entity and 8 regist8red charity in England and Wales and is a charitable incorporated organisation. The addres5 of the principal offic& is Garden Cottage Offices, 8adg8more Park. Henley-on-Thame5, Oxfordshire. RG9 4NR. Statemont of compliance Th8s@ financial slalemenls have been prepared on the receipts and paym8nls basis and in oompliance with th8 Charitie5 Act 2011 and all legal requirements. Accountlng pollcles Basls of preparallon The finan¢ial statements have been prepared on a going conc8m basls and on a receipts an paym&nls basis. The financial statements are prepared in sleding, which is the functional (encY of th8 entity- The figures in the accounts are rounded lo the neeresl whole pound. Going concorn There are no material uncertaints'es about the charity's ability to continue. Disclosure exemptions The enlity satisfies the criteria of being a qualifying entity as dafined in FRS 102. As such, advantage has taken of the following disclosure exemptions 8vailabl8 under paragraph 1.12 of FRS 102.. la) No cash flow statement has bgen presented. Ib) Disclosures in rospecl of financial instruments hav8 not b8en presented. Judgements and key sources of 9Stlmation uncertalnty The preparation of the financial statements requires management lo makejudgements, estimates and assumptions that affect the amounts reported. These eslimales and judgements ar8 continually reviewed and are based on experience and other factors. including expgctalions of future events that are beli8v8d to be reasonable under the circum5tanc8S. Income tax As a charity, Margaret Clitherow Trust is exempt from tax on income and gains, to the extent that such income and gains are applied exclusively lo tharitable purposes. No tax charges have arisen in the charity. Fund accounting Unrestricted funds are available for use at the discr&tion of the Irust88S to further any of the charity's purposes. 13
Margaret Clitherow Trust Charitable Incorporated Organisation Notes to the Flnancial Statements (¢Dntinu•d) Year ended 31 December 2023 Accountlng policles (contlnuqd) Incomlng resou$ All incoming resourc8s are included in statement of financial 8(Xivities when received. Resources expended Expenditure is r8(x)gnised on a payments basis. ExpenditLJre includes any VAT whith cannot bo fully recovered, and is classified under headings of the statement of finanaal activities lo which it relates.. expeIlture on rdising fun¢Js includes the costs of all fundraising acb'vities, events, non-charitable trading activities, and the sa18 of donated goods. expenditLJre on charitable activities includes all costs incurred by a tharity in undertaking activities Ihal further its charitabl8 aims for the benefil of its bBnoficiaries, including those support costs and costs relating to the governance of th8 charity apportioned ID charitable activities. Defined conlribution plans Contributions to defined contribution plans are recognised Bs an expens8 in the period in whiGh the related service is provided. Prepaid contributions are recognised as an ass81 to the exlenl that the prepayment will18ad to a reduction in future payments or a cash refund. When contributions are not expected to be settled wholly within 12 rnonlhs of the end of the reporting date in which the employees render the r8lat8d s8rvice, the liability is measured on a discounted present value basis. Tha unwinding of Ihe discount is recognised as an expense in the P8riol in which il arises. Donatlons and legacles Unrestricted Funds Restricted Total Funds Funds 2023 Donations Donations Gtft Aid 38,550 291 38,550 291 Grants Holy Family Sisters Allen Lane Grant Nab'onal Lottery Community Fund The Law Society Charity Traveller Emorgency Fund Other grants Benefact Trust Anchor Foundation Garfield Weston Foundation Souter Trusl 40,000 40,000 3,000 68,960 10,000 3,000 68,960 10,000 2,488 2,488 81,329 81,960 163,289 14
Margaret Clitherow Trust Charitable Incorporated Organisatlon Notes to the Financlal Statements (Gontlnued) Year ended 31 December 2023 Donatlons and1ogacle8 (conllnued) Unrestricted Funds R8slrlcted Total Funds Funds 2022 Donations Donations Gift Aid 6.858 52 6.858 S2 Grants Holy Family Sisters Allen Lan8 Grant National Lollery Community Fund The Law Society Charity Traveller Emerg8ncy Fund Other grants Benefact Trust Anchor Foundation Garfield Weston Foundation Souter Trust 42,000 42.000 3,000 57,251 3,000 57,251 25 1,000 35.000 4,000 20,000 3.000 25 9,131 35.000 4,000 20,000 3.000 8.131 57,041 123,276 180,317 £15,000 included within donations and legacies has been deSnated to the Baby Matt RIP Fund. Inwme from trading activities Unr8strict8d Total Funds Unr&stricted Total Funds Funds 2023 Funds 2022 Training and support 59NlCaS 17.077 17.077 24.522 24,522 Costs of olher trading activities Unreslricted Total Funds Unrestricted Total Funds Funds 2023 Funds 2022 Training and support S8riii(Es 15,792 15,792 23,850 23,850 15
Margaret Clitherow Trust Charitable Incorporated Organisation Notes to the Flnanclal Slatements (contlnuedj Year endgd 31 DKember 2023 Expendlture on charftable activities by fund type Unrestricted Funds Restricted Total Funds Funds 2023 Core aclivitie5 Living Our Faith project All8n Lan8 proj8ct The Law s18*Y Charity National Lottery Community Fund Awards for Al project The Mercers, Company Traveller Emergency Fund National Lottery Community Fund Making Differenc6 project Didymus Benefact Trust Anchor Foundation Garfield Weston FouThJation Soutar Trust Support costs 39,960 39.960 2,420 3,Q26 2,229 2,420 3,026 2,229 3.462 3.462 25 25 54,200 1,159 16,505 3,500 12,246 3.000 11,983 54,2tio 1,159 16,505 3,500 12,246 3,000 14,279 156,011 2,296 42,256 113.755 Unrestricted Funds Restrict8d Total Funds Funds 2022 Core activities Living Our Faith project Allen Lane project The Law Soci81y Charity National Lollery Community Fund Awards for Al project The Mercers, Company Traveller Emergency Fund National Lollery Communily Fund Making 8 D[fferenC project Didymus 88n8fact Trust Anchor Foundation Garfield Weston Foundation Souter Trust Support costs 37.365 37.365 3,200 2.835 5,598 3,200 2,835 5.598 4,400 27 50 4.400 27 50 32.707 2.703 2,740 32,707 2,703 2.740 2,472 2.472 8,741 46,106 19,760 76,492 28,501 122,598 16
Margaret Clitherow Trust Charitable Incorporated Organisation Notes to the Flnanclal Statements (con¢Ind) Year ended 31 Docember 2023 Expenditure on Charitable actlvltles by activity ty Activities undertaken directly SupFJOrt Total funds costs 2023 Totsl fund 2022 Core activities Living Our Faith project Allen Lane proje The Law Society Charity Nab'onal Lottery Community Fund Awards for All proj6cl The Mercers, Company Travell&r Emergency Fund National Lottery CommLJnity Fund Making a Dtffgrgnce project Didymus BnaLl Trust Anchor Foundalion Garfield Weston Foundation Oth8r restricted grants Souter Trust Govemance costs 39.960 2,420 3,026 2,229 1,231 41.191 2,420 3,026 2,229 45,110 3.200 2.908 5.598 3,462 150 3,612 9,463 206 25 25 54,200 1.159 16,505 3,500 12,246 8.267 62,467 1,159 20,071 3,500 12,246 45.067 3,288 2,740 500 2,472 1.000 3.566 3.000 3.000 1,065 156,011 1,065 996 141.732 14,279 122,598 Analysis of support costs Core activities Total 2023 Total 2022 Communications and IT Ggnaral office Human resources Finance cx)sls Governanc6 costs Insurance Trainiw 4,447 552 457 1,339 1,065 918 5,501 4,447 552 457 1,339 f,065 918 5,501 14.279 11.406 8,472 3,599 1,189 996 851 1,988 14,279 28,501 10. Independent examination fees Not included within these financial stalements is the independent examiners fee of £1,140 induding vat for 202312022.. £1.0651. 17
Margaret Clltherow Trust Charitable Incorporated Organisation Notes to the Financial Statements (conllnuodj Year ended 31 December 2023 11. Staff costs The total slaff $1S and employee bgn8fits for the reporting period are analysed as follows.. 2023 2022 Wages and salaries Employer contributions to pension plans 116,906 1,203 78.759 1,196 79,955 118.109 Th8 average head count of employees during the year was 1012022: 9)- No employ88 r8ceiv8d employee benefits of more Ihan £60,000 dudng tha year12022: Nill. 12. Trusteo r&mun&ratlon and expenses No remungralion or other benefits from 8mploymenl with the Charity or a related 8ntily were rec8ived by the trustees 12022.. nil). One trustee received expenses of £8,284 12022-. £5.5491 accru8(l in the COLET5e of und8rtaking charitable activities only. 13. Anatysls of charitablg funds Unrestrfcted funds At 1 Jan 2023 At Inwme Expenditure 31 Dec 2023 General core funds 67.629 98,406 158,0481 107,987 Al Income Expenditure 31 D8c 2022 1 Jan 2022 General (x)re funds 56,022 81,563 (69,956) 67.629 Included within the unrestricted fvnd is an amount of £15,000 designated to th6 Baby Matt RIP Fund. 18
Margaret Clitherow Trust Charltable Incorporaled Organisatlon Notes to the Financlal Statements (¢ontlnu8d) Year ended 31 Decernber 2023 13. Analysis of charitable funds {tonthuj Restrlcted funds At Income Expenditure 31 Dec 2023 1 Jan 2023 Living Our Faith project All&n Lane grant The Law Sijciety National Lott8ry Community Fund Awards for All project Th8 Mercers, Company Traveller Emergency Fund National Lottery Comrnunily Fund - Making a Drfference prDject Didymus Benefact Trust Anchor Foundation Garfi8ld Weston Foundation Oth8r restricted grants Souler Trust 2,420 92 1,719 12,4201 13,0261 12.2291 3.000 10,000 66 9,490 537 8.794 377 10,000 13.612) 6,925 8,794 352 1251 25,478 1,159 32,260 3,500 17,528 56,960 162,467) (1,1591 (20,0711 13,5001 (12.2461 21.971 12,189 5,282 3,000 13.000) 1113,7551 96,864 81.960 65.069 1 Jan 2022 Income Expanditure 31 Dec 2022 Living Our Faith project Allen Lane granl The Law Society National Lottery Community Fund Aw8rds for All project The Mercers, Company Traveiler Emergency Fund N8tional Lottery Community Fund - Making a Differen project Oidymus Ben8fact Trust Anchor FoLAnilation Garfield Weston Foundation Other restrictèd grants Souter Trust 5,620 13,2001 (2,9081 (5,5981 2,420 92 1.719 3,000 7,317 10,000 19,4631 12061 1501 537 8.794 377 9,000 402 25 23.294 4,447 47,251 145.0671 (3,2881 (2,740) 15001 12,4721 11,000) 25,478 1,159 32.260 3.500 17.528 35,000 4,000 20,000 1.000 3,000 3,000 96.864 50.080 123,276 (76.4921 19
Margaret Clitherow Trust Charitable Incorporated Organisation Notes to the Flnanclal Statsments Ironthuedj Year ended 31 December 2023 14. Anatysis of net assets between funds Unrestriclod Funds Restricleil Total Funds Ftjnds 2023 Current assets Current liabiliti&s 115,410 (1,723) 113,687 65,069 180,47g (1,723) 178,756 Total Net Assets 65,069 Unr8slricted Funds Restricted Total Funds Funds 2022 Current assets Currant liabilities 68.423 11.3041 67,119 98,401 166.824 11,3041 165,520 Total Net Assets 98,401 20