CHARITY COMMISSION FOR ENGLAND AND WALES Independent examlnerfs report on the accounts So¢1ion A Independent Examiner's Report Rgport to thè trusteo•l Momr5 ol Cathollc Boya Educatlonal Tru81 On •ccounts for th• year ond•d 31 Decenl)er 2023 Charlty no Ilf any) 1195170 Sgt oul on pa ThLg on• pagé I r•p)rt lo th• tru8tee8 on my examlnatk)n ol the accounts of thg ab)v chartty rtho Tru8fi for tha year arKS8d 3111W2023 R•spon8lbllbths and A8 the thaflty tru81oe8 of the Trust. you are rosponsble lor the preparauon bas1• ol r•port of the ac¢ounts In accrd8nc• wlth the rnqulrornenls of the Chartllo8 Act 2011 Ilho Acri. I report In respecl ol my examlnatlon of the Tru81'8 accounts rded out undor 8acllon 145 ol the 2011 Acl and In carrylng out my examlnalion, I havo followed tho appllcabla Direc1wl 9on by the Chartty Comml88k undef seC1K 1451SXbl of the ACL I have (xKnpleted my oxaminalth. I confim that no material rnatl8rs hav8 c<)m to my attentbn In o)nnKlbn wlth lh8 examination whkh glve8 me Causo lo that In, any materlal respecL" a¢counts'ng r6r))rd$ %Fro not kapi In a(w¢anc• wlth 8OCtkffj 130 ot the Acl or the accoun¢3 do nol aord wlth the a(nINj rerdS Independent examlner'8 Statement I have no conc8m$ and have acros8 no other mattors In ¢c¥)noclion wlth th8 axamlnatlm to whk attonik)n should be drawn In ord8r to onable proper understanding of tho accèunts to be raached. . Please delete words Ihe l)r4¢kets rflhey do not apply. Slgn•d: l . 10 D8C8mber 2024 Nam•: Nlcde Davldoff Rolevant profosslon•l R•llrfrd Solldtor quallflcatlonl•) or body Ilf any): Addr•u: 23 Naz8 Pork Road Wallon on Ihe Naz6 C014 8JN Section B Disclosure Only compleloll tho 8xaminor n8ed8 lo hBJhlyhl matter8 of conG8rn180e CC32, Indopendent examinauon of Larity aCcnts. dlr6cUon8 and guidance for examlners), IER October 2018
CHARITY COMMISSION | FOR ENGIANO AND WALES Catholk Boyl Eduuuonil Tvut Receipts and payments accounts CC16a F¢r th• p•rtod 0101202J 31 12 2023 Section A Receipts and payments Unr••trlcl•d R••lrict• Endowm•ffl TtxI IuNI# LJt y•Ar A1 R•o•l ARI Tow r•c•lpts 121.7 A3P• m•nl• pa out Sub iotal A4 AAMI •nd Inv••tm•nt v¢h4••• Sub lot•1 121350 124JS0 N•t olrnC•lpWp•ymtsj A5 Trnaf•Y• b•tsv••n fvnd• A• lund• L4•t y••r ¢•h lund• th1# y••r •nd 81 810
Section B Stalement of assets and liabilities at the end of tho period tund• lo B1 Ca•h fun Tot1 ¥h fvnds $1D Cwr•nt¥•&h• 84 ¥¥ Mt•ln•d for th• ch4rtty'• own u F¥rNl•) *h B6 Llablllll b•blall tyL Swibjrn Pdni NBrn• O•t• of 08410¥44 ¢V R2 K¢tyJM Issi 00440¥.24
CHARITY COMMISSION FOR ENGL4ND ANO WALES Tru8tee8' Annual Report for the period From 01 Jan 2023 P•rlod Start date To 31Dee 2023 Pertod end date Charlty namo: Cathollc Boys Educatlonal Trust Charlty reg18tratlon number. 1195170 ObJectlvo8 and Actlvlt1•8 Summary of tho Pu803 of Iho charity a8 8el oul in Its govemlng d0ment Pm 1.17 Th• advanc•m•nt of rn11glon Ind educatlon In 8ccordince wtth thè t&1• of th• Cathollc r•llglon. In partIcur provldlng gr•nts for pupll• In fina101 hardshl to attand CatholSc sthools. Onty a srnall afflount {£5101 w88 rét•ln In the iru8t. all othor Income reeelved was pald out •¥ grants as d•tall•d In lh• abov• paragraph, In tho year. Summary of th8 main a¢llvltleg In relalknn to thNe purposos lor th? public benefit, In partkular. ¢h8 actlvllles, projects or seNko8 id8nlifl6d in the xcounts. Stsiamenl confimiing whether the trustees have had rogard to the guldanc i88ued by tho Charlty Commi89ion on wblk benefit Pw• l.t7 •MI Th• truJi••s h•v• had r•yrded to th• guldanc• hsu•d. Addttlonal InfOatIOn loptlonall You ma choose lo indude further 8t8temgnt8 *there rel8vanl about.. Grants to mad• to bona lld• Catholk schools OT ¢oll•g•8 for tho benofft of puplls Who lamlllo• aro In Ilnan¢l•l hardlhlp. Pw•i Polky on 9ront maklrvj Th• trust has made no Invo3trnenlS and do•s nol cury•nlty plan to mJk0 any. Pollcy on 8ocial Inve8tm8nl Includlr@ projram Tolalod inv081menl NIA P•• 1.30 Conllbullon madfr by volunteer8 Othor
Achievements and Performance Grants totalling £126,250 from Income of £126760, were rnade to a college for 9 boys, averdge grant £14,023. 2 Iy$ from Lebanon 4 boys from Ukraine 1 boy from Syria 1 t>oy from Spaln 1 boy frorn England. These boys would not otherwise have boon able to affonl the full fees. Supporting boys from UK and other countries, Includlng conflict area5. has beneffted and will bonefft soclety as a whole In UK and the world. Summary oflhe main achievements of the charity. identifying the dtfferenc the charity's work has made to the circumstances of ils beneficiafies and any wider b8n8fits lo SoCty as a whole. Paa 120 Addltional infomiation loptlonal) You ma choose to include further stst8ments where relevant about.. Income was incroased fomi £9,050 In 2021 to £126.670 in 2023. 99.510 of Income was paid In grants In tho 2023 year. Achievements against objectives s81 P8 1.41 AS In pardgrdph above. Perfomancg of fvndraising activities against objectives sel Pwa 1.41 The trust has nover made any Investments. Investm¢nt rf0mianc8 against Ob1ve$ 1.41 Other
Flnanclal Revlow Revl8w of the charity, flnancial posluon al tho end olthe èTiod Stalemenl expiaining the pollcy for hokttlng re8eTh08 8lallnA Wh9 are hold Amount ol rg$•ryes hekl R8ason8 for holding zero re8arv88 Dotalls ol fund malerfally In dellcll Explanallon ol any uncertalnties about Ihe chadty conlinulng as a goino concom Pw• 121 Onty £510 retalned at b•nk Pw• 122 Sm911 amounl r•taln•d lor any futur• admlnSstrntlvo costs. Pw• 1.22 Pw• ia £510 NIA Pw• 124 NIA P*• 123 Th•r• aro no sp•cmc unc•rt8lntlex. Addltlonal Inforniatlon {optk)n•l) Youm rthoo8e to IrAde further ststemonls where relevanl about., Donatlons from m•mb•rn of the publ1¢. exlstlng and former tru$t8••, •om• ¥Jm•ll •mount• by PayPo1 Glvlng Th8 ¢harfty's prfn¢lpal ¥ources of fvnds {indudlro any fundra181ng) P¥• 1,41 NIA Invoslmanl p)Ilry oblective8 including any sockl Inv881rnant Follcy adopted Pv•lA• Ther• ar• no spocmc rfsks to th• ¢hartty apart from the general aglng of Indlvldual trustoes. Thls wlll addrgmod during 2024 and •arly 2026. A descnpllon ol the princlpal rl8k8 faclrrfJ tha th8rity P¥• 1,46 Other
Structure, Governance and Management Descdplon ol eharftys trusl$-. Typo of govemlrwJ document Pw 1.25 Trust Do•d ow18 the charlty cOnSl10d7 Pw•125 Twsl¢e $•l&ctlon math¢x18 Including details ol any con8Uluik)nal provlsths •.g. el•¢llon to posl or name of any p8rson or body 8ntitl8d io appoht one or more trustee8 Pw•1 Personal rncornmendallons of exlitlng and lorn)er trust•o$, Cathollc Prlests and othèr Acad•mlcs, lollow•d up by enqulrlos as to whoth•r th•y •rn sult•b to b• mad• trust•es. Add5tlon•l IOrM•tIOn {optlonal} You ma lo Inciudo furthgr ststom•nts whoré r81ovant abouL' Pollcleg and procedures adoptod for the Induction and tralnlng of tru8t808 P¥• 1.51 The charity'8 org8ni88tknnal $tructur6 and any wldor notwork wllh wthich th• charity works P¥• 1.51 Ralatlonshio wlth any rnlated parti88 Other Reference and Adminlstratlve detall8 Cha name Othar name the cha U800 Retsislarad ¢hadty numbér Charlty's prlncal addro88
N•m•x of th• charlty trust••s who m•nag• th• charfty TNsl•• ¢XAM111 wryl Nwn• •1 pw•fm l¢x body) •ntbll•d Int tru•t•• If•n Mark Ash$8y BRUCE-SMITH Guy KINGSTON- SMITH Andf¢W J8ma8 McDERMorr Ch8tr 01 Tru8ts01 Truste8 Trustaa and S8crelary 10 12 13 14 15 16 17 18 19 20 rate trustoes- nam88 Ot the dlrectars al the dale Ihe re Olr•thr n•m• I NIA rtwa8 Name of tnlYta88 holdlThJ tltlo to IXOPty boioffjing to th• ch8rty INIA
Funds held as custodlan truslees on behalf of others Descriplion of th8 a888ts hold In th18 ca*ty None Nam8 and obi•cts of the ¢h8dty on whose behall the a888ts ar8 held and how Ihi¥ fa118 wlthln the cuglod6an char4ty'8 objects Det8118 of affang8ments for 5010 CU81ody and segrggaliM 018h a88ets from the ¢hartty's cwn 8s8els Addttlonol Infomiatlon (optlonall Nam08 8nd addrw•• ol advls•rs (Optlonal InfonTratlon) TY ol N•m• Addrèss advlwr Non• N•rn• of Ghl•f •x•¢ullv• or namu ol Mnlor •t•ff m•mb•rn Iopllonal Inforni•tlon) Exemption8 from dl8closure rsonnel detsl8 Reason for non4118ckJ8ur• ol k Nono Other o .tional information
Declaratlon8 Th• trn•tM• d•cl•r• that thoy hav• approv•d th• truit•O9' rnport abov•. Slgnad on behall of th• charlty's Iru8to09 Slgnaturg1•1 , a -4tTrfffr Joan MCDERMOTT Full nam•(•l Andrthy Jam08 McDERMorr Posftlon {•9 S•¢rotary, Chalr, ¢tc) Trus180 8inc 22 J 2021. and Chalr 81nce 08 2024. TnJ8t60 gln(* 07 Nov 2024 D•t• 08 Nov 2024