THE MARMALADE TRUST
TRUSTEES'ANNUAL REPORT
31 MARCH 2025
Company Registration Number 10879370
Charity Number 1174217
',lliffliTh
'AEC49BKA'
2910912025
COMPANIES HOUSE
A19
#70

THE MARMALADE TRUST
FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
Contents
Pages
Trustees, Annual Report
Reference and administrative information
Independent Examiner's Report
10
Statement of Financial Activities
Balance sheet
12
Notes to the financial statements
13

THE MARMALADE TRUST
FINANCIALSTATEMENTS
YEAR ENDED 31 MARCH 2025
THE MARMALADE TRUST
The trustees present their report with the financial statements of the charity for the year
ended 31 March 2025. The trustees inten(J that this Annual Report also serves as the
Statutory Director's Report. The trustees have adopted the provisions of the Statement
of Recommended Practice (SORP) Accounting and Reporting by Charities, applicable to
charities preparing their accounts in accordance with the Financial Reporting Standard
applicable in the UK and Republic of Ireland (FRS102) effective 1 January 2019.
Structure, Governance and Management
Governing Document
The organisation is a charitable company limited by guarantee. incorporated on 24 July
2017, and registered as a charity on 10 August 2017. The company was established
under a Memorandum of Association which established the objects and powers of the
charitable company and is governed under its Articles of Association. In the event of the
company being wound up members ale required to contribute an amount not exceeding
£1.
Objects:
The charity's purposes as set out in the company's ArticLes of Association are the
advancement of health and the relief of those in need by reason of youth, age..ill-health,
disabiLity, financial hardship or other disadvantage. especially those in need or at risk
because of loneliness and social isolation. by such charitable means as the Trustees
thinkfit.
Trustees
The directors of the company are also charity trustees for the purposes of charity law.
The names of the present trustees. and all those who held off ice during the year. are
shown on page 9. All directors give their time volunt8rily and receive no benefits from
the charity. MarmaladeTrust aimsto maintain a board of at least 4 trustees and no
more than 8. We believe this strikes the right balance between resilience and size. The
absolute minimum number of trustees is (2) as set out in the constitution.
Within this, the areas of expertise and experience thatwe prioritise. correct as at the
date of last revision, are:
Health and Social Care sector
Business development
Charity organisational
• Finance

THE MARMALADE TRUST
FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
We utilise a range of channels when actively recruiting, including worcl of mouth
recommendations. social media and paid advertising. If we have more applicants than
avaiLable spots on the board. a short list of potential trustees is created by the Chair
and at least 1 other Trustee- based on our recruitment priorities at the time and the
relative strengths of the candidateslapplicants. The candidates are then invited to a.pre-
call with our founderlCEO and then interviewed by a group of Trustees selected by the
Chair: and recommendations, with rationaLe, are made to the full board at a monthly
board meeting or ad hoc meeting. The Board then decide which of the candidates will
be offered a board position. Minutes are taken to record all of this- as"approvaL
pending satisfactory referencing".
Risk management
The trustees have a duty to identity and review the risks to which the charity is exposed
and to ensure appropriate controls are in place to provide reasonable assurance
against fraud and error. The trustees have developed systems to monitor and control
these risks. to mitigate any impact they may have.
Charitable activities
The trustees have complied with the duty in Section 17(5) of the Charities Act 2011 to
have due regard to the public benefitguidance published bythe Charity Commission.
The Charitable purposes. of the Charity are the advancement of and the relief of those in
need by reason of youth, age. ill-health, disability. financial hardship or other
disadvantage, especially those in need or at risk because of loneliness and social
isolation, by such charitable means as the Trustees think fit. Our vision is'to create a
society where we recognise that Loneliness exists and support each other to find new
social connections,.
KEY HIGHLIGHTS
Advocaey:
Throughout the year we work to raise awareness of loneliness, this includes producing
blogs, toolkits and resources to guide peoples unclerstanding of loneliness. As part of
this work, we run the UK national Loneliness Awareness Week (LAW) each June. LAW
was started by The Marmalade Trust in 2017 and is now recognised and celebrated
internationally. This year's theme was developed working through our theory of change
and guided by expert support. BuiLding on Last year's theme of'connection Matters.. for
2024 the theme was'Random Acts of Connection.. We encouraged everyone to
increase those simple everyday moments of connection which help us feel happier. less
lonely and increase our sense of belonging. A smile or a 5-minute chat with a barista,
friendly dog owner. or shopkeeper down the road can make a big difference.
Our objectives for the weekwere to:
1) Raise awareness of loneliness
2) Remove the stigma of loneliness by normalising the conversation
3) Drive participation by organised events and activities during the week and onLine
4) Encourage action, for people to buil(J meaningful connections.

THE MARMALADE TRUST
FINANCIALSTATEMENTS
YEAR ENDED 31 MARCH 2025
During the campaign we saw over 3.000 UK and globaL connection building activities
and events: 60k website visits. with an average website dwell time of 7 minutes: 638k
people reached through social media. We had a 185million PR reach, featuring in
various news sites including The Independent. The BBC. and The Guardian newspaper.
83% of people surveyed after the campaign stated they understood more about
loneliness as a result of the c8mpaign. 87% had a conversation with someone new
during LAW and 82 % of respondents felt'quite. or'extremely connected, after taking
part. We received some wonderful feedback, including: '1 popped a little note through
the letterbox of a house I pass every morning on mywalk to let them know that I love to
look at their flowers."And"I reached out to an old friend with a simple message of
appreciation which rekindled our friendship. It.reminded both of us that despite the
years apart, our bond was still strong and meaningful. That single act of connection
brought so much joy back into our lives.-
This year. we did more to encourage primary and secondary schools to get
involved during LAW with free Lesson plans. assemblies and expert toolkits for young
people and educators. We were pleased to see global organisations once again getting
involved with LAW. We had activities taking place in North Macedonia. Zagreb. Sweden
and Zimbabwe.
Service delivery:
As welL as the workwe do to raise awareness and provide guidance around loneliness.
we deliver practicaL help to those in our local area experiencing isolation and loneliness.
We run three initiatives throughout the year to support our members (beneficiaries):
1. Summer party:
During Loneliness Awareness Week 2024, we held a Summer Party at Eastfield Inn,
Bristol and were able to bring together some of the connection members and volunteers
to meetforthe firsttime. 21 membersjoined the party, many of them venturing out for
the first time in a long time. They were joined by 24 volunteers and our 8 team members.
The aim of the event was to provide a connection opportunity for members and
volunteers in a safe and supported environment; raise awareness about loneliness and
the importance of meaningful connection during LoneLiness Awareness Week: and give
an opportunityfor us to thank our incredible volunteers for their continued support. One
member said.-I was nervous about coming today. as I haven't been out for a while, but
everyone has been so kind and I've had a Lovelytime-
One connection volunteer said."1 think the most rewarding part is seeing the member
grow in confidence. and noticing a change in quite a short period. The Summer party
was really valuable here. To meet my member, and have a good chat was great, and I
think it helped both of us to put a face to the voice. When my member said 'you will still
be phoning this week won't you,, it made me realise how much they valued the calls."

THE MARMALADE TRUST
FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
2. Christmas Cheer:
We know that Christmas can be a diff icult time of the year for those experiencing
.loneliness. For the 12th year running, we wanted to make it a festive season to
remember by bringing people together for companionship and cheer. As part of our
delivery we provided:
Pre-christmas calls and visits
Gift boxes with messages from local pupils
Boxes of Christmas presents
Christmas Day doorstep visits or a Christmas lunch at a local venue
In the run up to Christmas. we continued our collaboration with the University of West
of England.paramedic students. involving providing an education session on loneliness
and then supporting the students to deliver 223 pre-christmas gift boxes containing a
Christmas treat and Christmas card made by local primary school children. Project
members received phone calls from volunteers in the lead-up to Christmas to get to
know each other and agree on meet-up times on Christmas Day (for pick-up or visiting).
These calLs helped project members feel connected to someone else during the festive
season.
Across Bristol, South Gloucestershire and North Somerset. Marmalade Trust brought
companionship and festive cheer to 218 people experiencing loneliness (our
'members'l. 130 project members attended a Christmas Day meal event at one of 6
pubs or restaurants and 88 received a Christmas Day doorstep visit: 154 trained
volunteers provided support on Christmas Day in a variety of roles. 26% of the
volunteers reported they would have been on their own on Christmas Day and many of
these joined a meaL. helping to host at a table. One volunteer said. "It was lovely to
make contact with my doorstep visit. On the day we had a lovely conversation and she
was so touched bythe gift of the Christmas hamper. Her gratitude and pleasure was a
joy to witness and certainly left me feeling buoyed for the rest of the day. I'm sure I
gained as much from the experience as she did. I can'twaitto do it allagain nextyear if
you'll have melyl
One member said. 'It's lovely as it makes me feel like l am not forgotten." And another
said. "You are all fantastic: you people made my day. you really did."
We don't want anyone to be on their own on Christmas Day if they don't want to be. so
we aim to enable them to experience Marmalade at Christmas. and then have the
opportunity to move on to the Marmalade Companions project

THE MARMALADE TRUST
FINANCIAL STATEMENTS
YEAR ENDED31 MARCH2025
3. Marrnalade Companions:
Marmalade Companions project supported people who had limited social contact and
who experienced loneliness. The project aimed to support each member (beneficiaries)
to re-engage with social activity and connectwith others in their local community to
help rebuild confidence, form new lasting and sustainable connections and ultimately
reduce loneliness and social isolation. The Marmalade companions project ran
between January and June in 2024. This project recruited and trained 37 volunteers to
provide companionship and signposting caLls usinga social prescribingapproach. The
project supported 47 members who had limited social contact and who experienced
loneliness.
Out of the 47 members that were supported 30% reported no next of kin and 50 % use
some kind of walking aid. and as a result may str.uggle to leave the house. 91 % reported
they enjoyed being part of the project. One project member stated "I started talking on
the phone and it Led me to go on a dogwalk with someone else. Without my companion,
I wouldn't have been able to do this.-And another said. "It is really nice for someone to
talk to you and take time for you. I didn't realise half the stuff was out there. It's a huge
positive in my life going forward"
For the first time this year. we trialled supported visits for those members who needed
some additional support to attend to sociaL activities. 5 visits were arranged and they
had a positive impact. helping build confidence. One member lived very near a range of
coffee shops and the volunteer & member had been discussing building up weak ties in
the locaL community. The memberwas too nervous to go into a coffee shop, so the
volunteer arranged a visit to one together. During the visit, the member was able to
familiarise themselves with the menu and also chatted to a couple of the baristas. He
has since been back alone.
Organisational resilience
Our valued partnership with Heineken UK, enabled us to build some organisational
resilience, including recruitment of a new operations management role and Chief
operating off icer and developing improved systems and processes that improved
efficiency. We also appointed an Interim CEO in support of our founderlCEO's
sabbatical.

THE MARMALADE TRUST
FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
FINANCIAL REVIEW
At 31 March 2025, Marmalade Trust had net funds of £216,234 (2024.. £197,390). The
increase from the previous financialyear is primarily a result of increased income from
donations as a result of the charity's corporate partnerships. The funds comprise
£216.063 of unrestricted funds (2024: É115.929) and £171 of restricted funds (2024:
£81,461). Since the previous financiaLyear-end, the donations from corporate
partnerships have been reallocated to unrestricted funds as they are unrestricted in
their use.
At 31 March 2024, £50.000 of funds were designated for the purpose of investment in
our core office functions with the aim of strengthening our operational foundations.
These funds have been used duringthefinancialyear. The balance at 31 March 2025 is
£nil.
As a small charity. raising funds to deliver projects and outcomes and maintaining the
charity's financial stability is an ongoing focus for management and the board. The
charity raises funds by applications to grant-giving bodies. through corporate
partnerships. by offering external training seminars. and through campaigns and
appeals to members of the public.
Marmalade's income for the year was £341,107 which represents an increase of
£24,072 (80h) versus the previous financiaL year {2024: £317,035). Expenditure on
charitable activities has increased as we continue to expand our work (2025: £319,371;
2024: £205,699), while expenditure on raising funds has decreased due to timing of
changes in the team structure (2025: £2.892; 2024= £22,236).
An overall surplus of £18,844 was reported in the year (prior year surplus of £89.100).
Reserves policy
The charity seeks to use its charitable funds in pursuit of our objectives whilst retaining
an unrestricted reserve target of six months'forecast expenditure. If reserves fall beLow
this target. an increased level of financial oversight and control is triggered to ensure the
charity has a robust plan to recover a healthy financial position.
Based on the latest forecast. six months. forecast expenditure equates to approximately
É180,000.
Free reserves as of31 March 2025 were above this figure at £213.100.

THE MARMALADE TRUST
FINANCIALSTATEMENTS
YEAR ENDED 31 MARCH 2025
STATEMENT OF TRUSTEES. RESPONSIBIUTIES
The trustees (who are also directors of The Marmalade Trust for the purposes of
company law) are responsible for preparing the Trustees. Report and the financial
statements in accordance with applicable law and United Kingdom Accounting
Standards. including Financial Reportingstandard 102: The Financial Reporting
Standard applicable in the UK and Republic of Ireland {United Kingdom Accepted
Accounting Practice).
Company law requires the trustees to prepare financial statements for each financial
yearwhich give a true and fairview of the state of affairs of the charitable company and
of the income and expenditure, of the charitable company for that period. In preparing
these financial statements. the trustees are required to:
select suitable accounting poLicies and then applythem consistently:
observe the methods and principles in the Charities SORP:
make judgments and accounting estimates that are reasonable and prudent;
state whether applicable UK Accounting Standards have been followed, subject
to any material departures disclosed and explained in the financial statements;
and
prepare the financial statements on the going concern basis unless it is
inappropriate to presume that the charitable company will continue in business.
The trustees are responsible for keeping adequate accounting records that disclose
with reasonable accuracy at any time the financial position of the charitable company
and enable them to ensure that the financial statements comply with the Companies
Act 2006. They are also responsible for safeguarding the assets of the charitable
company and hence for taking reasonable steps for the prevention and detection of
fraud and other irregularities.
Signed on behalf of the trustees:.
Harriet Goodwin
Chair
25 September
. 2025

THE MARMALADE TRUST
REFERENCE &ADMINISTRATIVE INFORMATION
YEAR ENDED 31 MARCH 2025
Charity registration number:
Company registration number:
1174217
10879370
Principal address
St Paul's Learning Centre
94 Grosvenor Road
Bristol
8S2 8XJ
Directors and Trustees
Oliver Reid
Harriet Goodwin
Leah Cleaver
Richard Hughes
Matthew Lovat
Paul Kelly
Samuel Whatley
Kate Lewis
{appointed 28 July 2025)
{resigned 25 June 2024)
(resigned 28 February 2025)
Executive Directors
Amy Perrin (CEO)
Ron Moody (Interim CEO covering our founder/CEO's short-term sabbatical, resigned
Feb 2025)
Tara Fisher (appointed January 2025)
Independent Examiner
Joshua Kingston. BSC. ACA.
Burton Sweet Limited
The ClockTower
5 Farleigh Court
Old Weston Road
Flax Bourton
Bristol BS48 1 UR

THE MARMALADE TRUST
INDEPENDENT EXAMINER'S REPORTTO THE TRUSTEES OF THE MARMALADE TRUST
YEAR ENDED 31 MARCH 2025
I report to the charity trustees on my examination of the accounts of the Charitable
Companyforthe year ended 31 March 2025.
Responsibilities and basis of report
As the charity's trustees of the Company (8nd also its directors for the purposes of
company law) you are responsible for the preparation of the accounts in accordance
with the requirements of the Companies Act 2006 ('the 2006 Act.).
Having satisfied myself that the accounts of the Company are not required to be
audited under Part 16 of the 2006 Act and are eligible for independent examination, I
report in respect of my examination of your charity's accounts as carried out under
section 145 ot the Charities Act 2011 ('the 2011 Act,). In carrying out my examination I
have followed the Directions given by the Charity Commission under section 145(5) {b)
of the 2011 Act.
Independent examiner's statement
Since the Company's gross income exceeded £250,000 your examiner must be a
member of a body Listed in section 145 of the 2011 Act. I confirm that l am qualified to
undertake the examin8tion because l am a member of the Institute of Chartered
Accountants in England and Wales. which is one of the listed bodies.
I have completed my examination. I confirm that no matters have come to my attention
in connection with the examination giving me cause to believe:
accounting records were not kept in respect of the Company as required by
section 386 of the 2006 Act: or
2. the accounts do not accord with those records: or
3. the accounts do not comply with the accounting requirements of section 396 of
the 2006 Act other than any requirement that the accounts give a 'true and fair
viewwhich is not a matter considered as part of an independent examination; or
4. the accounts have not been prepared in accordance with the methods and
principles of the Statement of Recommended Practice for accounting and
reporting by charities applicable to charities preparing their accounts in
accordance with the Financial Reporting Standard applicable in the UK and
Republic of Ireland {FRS 102).
I have no concerns and have come across no other matters in connection with the
examination to which attention should be drawn in this report in order to enable a
proper understanding of the accounts to be reached.
Joshua Kingston Bsc ACA
Burton Sweet Chartered Accountants
The Clock Tower, 5 FarLeigh Court
Old Weston Road
Flax Bourton, Bristol
BS48 1UR
25 September 2025
10

THE MARMALADE TRUST
STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING INCOME AND EXPENDITURE ACCOUNT)
YEAR ENDED 31 MARCH 2025
Unrestricted
funds
Restricted
fvnds
Total funds
2025
Total funds
2024
Income from:
Donations and legacies
Charitsble activities
Trading income
262.722
2.350
15,546
60.489
323.211
2.350
15,546
312,190
4,845
Total income
280.618
60.489
341,107
317,035
Expenditure on:
Raising funds
Charitsble activities
2,892
254.608
2,892
319.371
22,236
205.699
64,763
Total expenditure
257.500
64,763
322.263
227,935
Net incomel(expenditure)
23,118
(4.274)
18.844
89,100
Transfer between funds
13
77,016
(77.016)
Net movement in funds
100.134
(81.290)
18.844
89.100
Total funds at start of year
13
115.929
. 81,461
197,390
108,290
Total funds at end of yèar
13
216.063
171
216,234
197,390
The Charity has no recognised gains or losses other than the results for year as set out above.
All of the activities of the tharity are dassed as continuing.
The notes on pages 13 to 19 fo.rm part of these financial statements
See note 10 for fund4ccounting cornparative figures

THE MARMALADE TRUST
BALANCE SHEET
AS AT 31 MARCH 2025
Company number: 10879370
Current year
2025
2024
Note
Fixed assets
Tangible assets
11
1,058
Current assets
Cash at bank and in hand
220.948
201,871
220,948
201,871
Liabilities
Creditors - amounts falling
due within one year
12
(5,772)
(4,481)
Net current assets
215,176
197,390
Total assets less current Ilabilities
216.234
197.390
Net assets
216.234
197.390
FUNDS
Unrestricted funds
General funds
Designated funds
Restricted funds
14
14
14
215,005
1.058
171
65,929
50,000
81,461
Total funds
216,234
197,390
The compary was entiled to eXernpti￿ from audit under $477 of the Companies Act 2006 relatiNJ to small Companies.
The members have not required the Company to obtain an audit in accordance section 476 of the Companies Act 2006.
The directors acknowledge their responsibilities for c4)mptying with the requirement5 of the Companies Act ￿1th respect to
accounting records and the preparation of a¢counts.
These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small
companies regime and in accordance with FRS102 SORP.
25 September
Approved by Ihe Trustees on ........................................ 2025 and signed on their behalf by:
Harriet Goodwin
Chair
The notes on pages 13 to 19 form part of these financial statements
12

THE MARMALADE TRUST
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDEO 31 MARCH 2025
1 Accounting policies
Accounting convention
The aexounts (financial statements) have been PrePa￿d in accordance with the Statement of Recommended Practice..
Accounting and Reporting by Charith'es preparing their accounts in accordance with the Financial Reporting Standard
applicable in the UK and Republic of Ireland (FRS 102) issued in October 2019 and the Financial Reporting Standard
applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Companies Act 2006) and UK Generally
Accepted Practice as it applies from 1 January 2019.
The charity is a public benefit entity as defined urKler FRS102. The Trustees consider that there are no material
uncertainb'es affecting the ability of the charity to continue as a going concern.
Income
Income from donations is induded in income when these are receivable. except as follows:
l. When donors specify that donations given to the chanty must be used in future accounting periods. the income 15
deferred until those periods:
11. When donors impose ￿nditiOnS vthith have to be fulfilled beftire the tharity becomes entitled to use such income, the
income is deferred until the pre-conditions have been meL
Donations in kind comprise donated services where the costs are measurable and the services would otherwise have to be
paid for to maintain operati¢)nal effectiveness.
Gift Aid receivable is included in income vthen there is a valid dedaration fr￿n the donor. Any Gift Aid amount recovered
on a donation is considered to be part of that gift and is treated as an addition to the same fund as the initial donation
unless the donor or the tern￿ ol the appeal have specified otherwise.
Expenditure
Expenditure is recognised in the period in which it is inrxjrred. Expenditure indudes attributable VAT which cannot be
recovered.
Raising funds
Raising funds expenditure include those costs incurred in seeking voluntary c4)ntributions, costs of goods sold and other
costs which include the costs of running and participating in fundraising events and collections and cost of goods
purchased for resale.
Charitable activitie$
Grants awarded are allocated to charitable activities.
Grants awarded are treated as expenditure and a liabilty in the a¢¢ounts as soon as they become legal or constructive
obligations. In the case of multi-year grant awards, the fundir@ for all years is immediately recognised unless there are
conditions vthich need to be met by the recipient to enable the release of subsequent years. funding.
Govemance costs
G0veMan￿ Costs indude those costs associated v￿th meeting the constitutsonal and statutory requirements of the Charity
and indude the examinatson fees and costs linked to the strategic management of the tharity. Govemance costs are
induded within support costs.
Pension costs and other postryretirement benefits
The charity contributes to defined contribution pension schemes. Contribubons payable to ttie charity's pension schemes
are charged to the Statement of Financial Actiiirties in the period to which they relate.
13

THE MARMALADE TRUST
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
1 Accounting policies (continued)
Cash and cash equivalents
Cash at bank and cash in hand indudes cash and short term highly liquid investrnents with a short maturity of three months
or less from the Ilate of acquisition or opening of the deposit or similar accounL
Creditors
Creditors and provisions are recognised vthere the charrty has a present obligation resulting from a past event that will
probably result in the transfer of furKls to a third paty and the amount due to settle the obligation can be measured or
estimated reliably. Creditors and provisions are normalty recognised at their settlement amount after allowing for any
discounts due.
Fund accountlng
Unrestricted funds can be used in accudance wth the charitable objects at the discretion of the trustees.
Reslri¢ted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise
when specified by the donor or vthen funds are raised for particular restricted purposes.
Designated funds form part of unrestricted funds and have been identified as being for particular purposes by the Trustees.
They are not restrided and can be transferred to general furKls at any time al the discretion of the Trustees.
Further explanation of the nature and purpose of eath fund is induded in note 13 of the financial statements.
. 2 Income ffom: t)onatlons and legacles
Unrestricted
funds
Restricted
funds
Total funds
2025
Current year
Donations and gifts
Grants re￿iVed
Oonaled goods. faalities and servws
125.140
132.355
5.227
24.736
35,753
149.876
168.108
5,227
262,722
60.489
323.211
Unrestricted
funds
Restricted
funds
Total funds
2024
Prior year
Oonations and gifts
Grants re￿iVed
Donated goods. fa¢alities and seprfices
105.682
2,000
12.355
170.698
21.455
276,380
23.455
12,355
120.037
192.153
312.190
Donated goods. facilities and services includes..
'Work-based' volunteer hours at the market rate for the work they have undertaken.
Professional services delivered for free- and
- Donated goods such as Christmas day meals and hampers.
14

THE MARMALADE TRUST
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
3 Income from charitabk activitiès
Unrestri¢ted
funds
Restricted
funds
Total funts
2025
Total funds
2024
Training
Consultancy
2,350
2.350
4.100
745
2,350
2,350
4,845
All ¢haritable activity income from the prior year was unrestri¢ted in nature.
4 Income from tradlng actlvities
Unrestricted
funds
Restricted
funds
Totsl funds
2025
Total funds
2024
Fundraising events
15,546
15.546
15.546
15.546
S Expènditure on raislng lund8
Totsl funds
2025
Total funds
2024
Incurred seeking donations
Staging fundraising events
Advertising, marketing. direct mail and publiaty
562
9,367
12,307
2.892
2.892
22,236
6 Expenditure on charitable activities.
Total funds
2025
Total funds
2024
Wages and salaiies
147.270
99.797
Direct costs
To deliver support servirRs
Donations of meals and hampers etc.
Work-based volunteering and professional services
117.914
5.226
5,886
83,939
8,095
4,260
Support costs
Office costs
Insurance
Governance costs
39.768
739
2.568
6,242
966
2,400
(Note n
319,371
205,699
15

i/,
THE MARMALADE TRUST
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
7 Net incomellexpenditure) for the year
This is stated after charging..
2025
2024
Govemance costs
Independent examinels fees
- conducting the examination
- accounts
966
1,602
900
1,500
Trustees, travel expenses
1,044
Three Trustees have been reimbursed for their cKrt of pocket travel expenses (2024.. Nil). No Trustee received any
remuneration during the year (2024= Nil).
Aggregate donations from Trustees. key management personnel. and other related parlies was £120 (2024: £120).
8 Staff ¢osts and numbers
The aggregate payroll costs ￿re.
2025
2024
Wages & salaries
Social security costs
Pension contributions
136,086
8,492
2,692
91.480
4.788
3,529
147,270
99,797
No employee received emoluments of more than £60.000.
The average number of employees during the year was 4.3 (2024.. 2.2), calculated on the basis of average headcount. The
total employment benefits received by key management personnel induding employer national insurance and employer
pension were £75,282 (2023.. £55,421).
9 Taxation
The charity is exempt from corporation tax on its charitable activities."
16

•)
THE MARMALADE TRUST
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
10 Statement of Financlal Activities comparative figuros
Unrestricted
Funds
Restricted
Funds
Totsl Funds
2024
For the year ended 31 March 2024
Income from:
Donations and legacies
Charitable activities
120,037
4.845
192.153
312,190
4.845
Total income
124.882
192,153
317.035
Expenditure on:
Raising funds
Charitable activities
4.392
96,951
17.844
108,748
22.236
205,699
Total expenditure
101.343
126.592
227,935
Net incomelloxpendilure) for the year
and net movement in funds
23.539
65.561
89,100
Total funds at start of year
92.390
15.900
108.290
Totsl funds at end of year
115,929
81,461
197.390
11 Tangible fixed assets
oqulpment
Total
Cost at 1 April 2024
Additions
1,108
1.108
Cost at 31 March 2025
1.108
1.108
Depreciation at 1 April 2024
Depreciation charge in the year
50
Depreciation at 31 March 2025
50
Net book value at 31 March 2025
1,058
1.058
Net book value at 31 Marth 2024
12 Creditors: amounts falling due within ono year
2025
2024
Taxation and social security
Accruals and deferred income
3.205
2,567
2,081
2.400
5,772
4.481
17

THE MARMALADE TRUST
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
13 Movemént In funds
At1Apr
2024
At 31 Mar
2025
For the year ended 31 March 2025
Income
Expenditure
Transfers
Restricted funds
Companions
LAW
Christmas
Heineken partnership
15.000
(14,829)
(4,445)
(45.489)
171
4,445
45.489
77,016
(77.016)
81,461
60.489
64.763
77.016
Unrestricted funds
General funds
Core office
Fixed asset fund
65,929
50.000
280.618
{257.500)
125,958
(50.000)
1,058
215.005
1.058
115,929
280,618
257.500
77,016
216,063
Total funds
197.390
341.107
(322.263)
216.234
At1Apr
2023
At 31 Mar
2024
For the year ended 31 March 2024
Income
Expenditure
Transfer5
Restricted fund8
Companions
LAW
Christmas
Heineken partnership
5,585
10,315
3.300
21.000
34.110
133,743
(8.885)
(26,870)
(34.110)
(56,727)
4,445
77,016
15.900
192,153
126.592
81.461
Unrostrlctgd funds
General funds
Core office
92.390
124.882
(101.343)
{50,000)
50,000
65.929
50,000
92,390
124.882
101.343
115.929
Total funds
108.290
317,035
(227,935)
197,390
Restricted funds
Companions- funds received for the purpose of supporting the Marmalade C¢)mpanions proiecL
LAW- fvnds received for the purpose of supporb.ng the Loneliness Awareness Week campaign.
Christmas - funds received for the purpose of supporting the Christrnas Cheer project.
Heineken partnership- funcls receiiied from cLYporate partner Heineken the purpose of collaborating on a programme
of events and activities to promote the charitsble objectives of the Mamialade Trust and to support Heineken in raising
awareness of loneliness and encouraging new social Connections. Since the previous finanaal year end, the donations
from corporate partnerships have been realloc*ed to unrestricted funds as they are unrestncted in their use.
Other restricted funds- other funds received for the purpose of supporting specific aclivrties of Mamialade Trust.
18

THE MARMALADE TRUST
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
13 Movement in funds (continuedj
Designated funds
Core Offi￿ - A designated fund towards the core office fijndions has been established with the aim of strengthenin9 the
charity'5 operational foundations.
Fixed asset fund - A designated fund separating the net book value of fixed assets avRy from general funds.
14 Analysi5 of net assets between funds
Unrestricted
Designated
Funds
Unrestricted
General
Funds
Restricted
Funds
Total
As at 31 March 2025
Tangible fixed assets
Other net assets
1.058
1.058
215,176
171
215.005
171
1.058
215,005
216,234
Unrestrlcted
Designated
Funds
Unrestricted
General
Funds
Restricted
Funds
Total '
As at 31 March 2024
Tangible fixed assets
Other net assets
81.461
50.000
65.929
197.390
81.461
50.000
65.929
197,390
1S Relatèd party transactions
There are no transactions with trustees or other related parties other than those disdosed as required by
the SORP elsevthere in Ihe financial statements.
19