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2024-12-31-accounts

FRIENDS OF THE MARIAN FRANCISCANS

CHARITABLE INCORPORATED ORGANISATION (ICO) No 1193159 ANNUAL TRUSTEES REPORT – Jan 1 – December 31, 2024

General

The Charitable Incorporated Organisation was recognised by the Charity Commission on January 20, 2021.

Charitable Objects

To advance the Roman Catholic religion for the public benefit, by supporting the community of Marian Franciscan Friars in England and Scotland through the provision of grant funding for accommodation, training, development and other activities that further the Catholic faith.

Current Trustees

Current Trustees
Carol Turner – Founding Trustee Jan 20, 2021
Marco Fasoli – Founding Trustee Jan 20, 2021
Neville McNally – appointed May 2, 2021
Tim O’Callaghan – appointed Jun 26, 2022
Tiggy Glanville – appointed Jun 29, 2025

Note: Eleanor De Melo – Founding Trustee, resigned on Jun 29, 2025

Financial Overview

The Trustees are pleased to record that donation and other income grew significantly during the period to a total of £127,505 (up from £93,672.89 in 2023).

Charitable expenditure of £108,251 made in the period (up from £95,101 in 2023) represented discretionary contributions to

household expenses of the Marian Franciscans and to further their apostolate and missionary outreach in England and Scotland.

There was a surplus of income over expenditure of 19,254 at period end (2023: -£1,428), with cash funds at year end 2024 at £146,511 (2023: £127,256), earmarked for the provision of securing accommodation for the community and for supporting Marian Franciscans’ rapidly growing apostolate and missionary outreach.

The Trustees reviewed and approved the Receipts and Payments Accounts and the Independent Examiner’s Report to be submitted to the Charity Commission.

The Trustees acknowledge their responsibilities for complying with the requirements of Section 130 of the Charities Act 2011 with respect to accounting records and the preparation of accounts.

Events since period end

The general income stream has been consistent and stable, with an expanding donor profile, in support of the Marian Franciscan community and its apostolate which continues to grow, with aspirants and postulants joining from both Britain and overseas.

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Dr Marco Fasoli
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Trustee, signing on behalf of all Trustees

October 27, 2025

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Charity Name No (if any)
FRIENDS OF THE MARIAN FRANCISCANS 1193158
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01-Jan-24 31-Dec-24
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
GIFT AID DONATIONS 15,666 - - 15,666 22,165
GASDS DONATIONS 11,215 - - 11,215 6,642
GIVE AS YOU LIVE DONATIONS 9,456 9,456 9,814
OTHER DONATIONS 76,825 - - 76,825 43,545
REFUNDS 663 - - 663 5,893
HMRC GA CREDITS 1,671 - - 1,671 4,974
OTHER INCOME 12,009 - - 12,009 640
- - -
- - - - -
Sub total (Gross income for
AR) [ 127,505 ] - - 127,505 93,673
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 127,505 - - 127,505 93,673
A3 Payments
Books 934 - - 934 1,634
Website,internet,software 2,319 - - 2,319 1,693
Provisions&household 20,660 - - 20,660 12,855
Travel 12,209 - - 12,209 8,637
Capital purchases - - - 11,779
Repairs & renewals 473 - - 473 852
Stationery printing 11,208 - - 11,208 5,474
- - - -
Other costs 60,448 - - 60,448 52,177
Sub total [ 108,251 ] - - 108,251 95,101
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments [ 108,251 ] - - 108,251 95,101
Net of receipts/(payments) 19,254 - - 19,254 - 1,428
A5 Transfers between funds - - - - -
A6 Cash funds last year end 127,256 - - 127,256 -
Cash funds this year end 146,510 - - 146,510 - 1,428
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CCXX R1 accounts (SS)

30/10/2025

1

Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
CASH AT BANK
Details
Details
CAR
CAR
PRINTERS
CAMERAS
FURNITURE
Details
Signature
Marco Fasoli
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
146,510
-
-
-
-
-
146,510
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
UNRESTRICTED
-
UNRESTRICTED
-
UNRESTRICTED
-
UNRESTRICTED
-
UNRESTRICTED
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Marco Fasoli
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
27-Oct-25

CCXX R2 accounts (SS)

30/10/2025

2

NOTES OF THE INDEPENDENT EXAMINER ON THE ACCOUNTS OF THE FRIENDS OF THE MARIAN FRANCISCANS FOR PERIOD 1 JANUARY TO 31 DECEMBER 2024

Examiner’s Methodology

The Independent Examiner checked the ledger against the bank statements and a selection of receipts. Background checks were also conducted on the UK Gov Charity Commission Website to confirm the authenticity of the charity.

Examiner’s Observations

  1. The Bookkeeper is to be commended for presenting the transactions in a simple and understandable format, which has made the Examiner’s task easy to execute.

REPORT OF THE INDEPENDENT EXAMINER TO THE TRUSTEES OF THE FRIENDS OF THE MARIAN FRANCISCANS

I have examined the accounts for the period 1 January to 31 December 2024 as submitted by the Treasurer.

I have received satisfactory explanations to my queries and in my opinion the accounts are in accordance with the books of account and represent a true and fair view of the position at the end of the accounting period.

Signature:

Name: Cdr Ian M Crabtree KSG RN (Rtd) Date: 23 October 2025