CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From Period start dats 01 Jan 2024 To Porlod end dato 31 Dec 2024 Charlty name: Cathollc Boys Educational Trust Charity regl8tration nUmr. 1195170 Objectives and Activities Summary of the purposes of the charity as set out in its governing document P•n 1.17 The advancement of religion and •ducation in accordance with the tenats of tho Catholic roligion, in particular providing grants for pupil8 In financlal hardsh1 .to atténd Cathollc $chool8. Only a 8mall amount (£1,223) wa• rotained in the trust, all other Incom• rnceived was paid out in grants as dètailod in tho above paragraph in th• year. Summary of the main activities in relalion to those purposes for the public benefit, in particular. the activities, projects or $8rvices identified in th8 accounts. Statement confirming whether the trustees have had regard to the guidance issued by the Charty Commission on public benefrt Pw• 1.17 1.19 P•• 1.18 Th• tru•tw havo had regard to tho guidance i8•ued Additional inforniation (Optional) You ma choose to include further statements where relevant about". Grants to made to l)ona fide Cathollc schoo18 or colleges for the benefit of pupils whou families are in financial hardship. P•r• 1.38 Policy on grant making Tho trust has made no Investmènts and doo8 not Gurrontly plan to make any. Pw• 1.38 Policy on social investment including program lated investment NIA Pora 1.38 Contribution made by volunteers Other
Achievements and Performance Grants totalllng £53,572 from income of £54,325, re made to a college for 6 boys, •voraga grant £8,928. Summary ofthe main achievements of the charity. identifying the difference the charity's work has ma¢Je io the circumstances of its beneficiaries and any wider benefrts to society as whol8. Pa120 2 boys from Lebanon 3 boys from Ukraine 1 boy from UK Th8 boys would not otherw189 havo been ablo to afford the full fees. Supporting boys from UK and other countrles, Including conflict aroa8, has benefited and will benefit 8oclety as a whole in UK and thè world. Additional Inforniatlon (optional) You ma ch¢XJse to include further Statements Whe relevant about.. 98.7% of the Income of £54,325 was paid out in grants in the 2024 yaar. Achievements against obj'ectives set Pwo 1.41 As in paragraph above. Performance of fundraising activities against objectives set Pa 1.41
The trust has nevor made any investments. Investment perfomiance against objeiveS Para 1.41 Other
Financial Review Review of the charty's financial position at the end of the riod Statement explaining the polrcy for holding reserves statsng why they are hekJ Para 121 Only £1.223 retainad at bank Pwa 1.22 £1,223 retslnod for ICO annual faes, Independenl Examiner fees. insurance and any sfmilar admin costs whlch may b8 Incurr in tho noar futuro. £1,223 NIA Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.22 Para 1 22 Para 124 NIA Pgrn123 Th•rg are no •pecific uncertainti08 Addltional inforniation (optional You ma choose to include further statements where relevant about.. Donation8 from momborn of the public, •xlsting and fornier trusto0•, fomièr pupils and their parents, some small amounts from PayPal giving and CAF. The charity's principal sources of funds (including any fundraising) Pwa 1.47 WA Investmenl policy and objectives including any Social investment policy adopted Pw• 1.46 Th•r• ar• no •p•clfit ri*ks to th• ¢harity. Th• prior year'• ri8k of ageing trustoes has been addre•sed by •ppointment of 2 younger addltlonal tru8to08 on 19 Aug 2025 (CC age 20) and on 19 Sep 2025 (AR ago 23). A description of the principal risks facing the charity P¥• 1.46 Other
Structure, Governance and Management Description of charty's trusts.. Type of goveming document Par• 1.25 Trust Deod How is the charity constituted? Para 1.25 Trustee selecb.on methods including details of any constitutional provisions election to post or name of any person or body entitled to appoint one or more trustees Pafa 1.25 Per•onal rocommendations of existing and fomier trustees, Catholic Pri•8t8 and other Academics, followed up by anquiriès as to whether they are suitablo to bo m•de tru$tso8. Addltional Infomiation loptlonal) You ma ch¢Jose to include further statements where relevant about: Policies and procedures adopted for the induction and training of trustees Pw• 1.51 The charity's organisational stru¢lure and any wider network with which the charity works P•rn l.sl Relationship with any related parties Pw• l.sl Other Reference and Administrative details Chari name Other name the cha uses Re istered char number Charity's principal address Catholic 80 s Educational Trust 1195170 20 Bumham Court, Moscow Road. London W2 4SW
Names of the ¢harity trusteè8 who manago the charity Name of person lor body) entlded to int trustèè Truste8 nam• Office lff any Date¥ acted If notfor y ifan Andrew James MCDERMO Trustee and Secretary Chairman of Trustees Andrew James MCDERMO 08 Nov 2024 to 31 Dec 2024 Joan MCDERMO Mark Ashley BRUCE- SMITH Trustee 07 Nov 2024 to 31 Nov 2024 Chaimian of Trustees 01 Jan 2024 to 07 Nov 2024 Mark Ashley BRUCE. SMITH Guy KINGSTON- SMITH Trustee Trustee 10 12 13 14 15 16 17 18 19 20 Ofate trustees- names of the directors at the date the r8 Dlro¢tor nam• rtwasa roved NIA Name of trustees holding tiue to property belonging to the charity Trust•• name D•ts• •¢ted rf not for Twhol• •ar NIA
Funds held as custodian trustees on behalf of others DescrwtK)n of the assets None held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodtaft charity's objects Details of arrangements for safe cust¢)dy and segregation of such assets from the charity's own assets Additional infomiation {option•l) Names and addressès of advisern (Optional infomiation) Typo of Name Addro88 advlser Nono Nam• of chiof exacutlve or nam•8 of •onior •taff mwnber• {Optlonal Inforniation) Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Non• Other o tional inforniation
Declarations The trustees declarn that they have approved the trustees, rnport above. Signod on behalf of the charity's trusteos Slgnaturels) Full namo(8) Position leg Secrnlary, Chair, •t¢) Andrew James MCDERMOTT Joan MCDERMOTT Trustee since 22 June 2021 and Chair since 08 Nov 2024 Trustee since 07 Nov 2024 Dale 30 Oct 2025
CHARITY COMMISSION FOR ENGLANO AND WALES Cathollc Bovs Educational Trust 1195170 Receipts and payments accounts CC16a Forthe perhod 0110112024 3111212024 To Section A Receipts and payments Unrestricted Restricted Endowment funds fund• fund to n••mt t kn th• rw••t£ rwrt£ th• nMr••te to th• n••r••t£ Total funds Last yoar A1 R•c•l 20.7$3 120.760 Donthon6 rgceiyed HMRC Gill0 rec•ved 20,753 33An Sub total( mss incom8 for AR) 124.780 54A25 S4.325 A2 A•*•t •nd In¥Mtm•nt •41•0, l•e¢ tabltrl. Sub totsl Total rK•lpts 54,325 54.32$ 126.780 A3P monts Grants paKI ouil ICO nual tse 1X,280 13,$72 03,J72 Sub total 53.612 fj3,612 126,200 and In¥tMent pur¢hasu.1800 tsblo) Sub total Totalpayrnents 53.612 53,612 128,260 713 713 810 Nat of rnCeIp<paYTrtentsj A5 Transf•rs btlween funds A6 Cash funds last yoar end Cash ftsndj thls year end 510 1.223 510 3111or2025 CCXX R1 •xounlS ISSI
Section B Statement of assets and liabilities at the end of the period Unre5trithd funds neafgt e Restrlct•d funds Endowment fund$ no•r••t É 81 Cash funds Cash 81 METrOBANK Total cash funds 1.223 ¥1) Unwtrict¢d funds Rutrlct•d fund¥ to nMrn•t£ Endl)•nt lund8 to nMrn•t É Detall Fund to whkh Cutt•nt wal> Oprails Fund to whkh Details ¢o•t loploMII B4 A88ets r•tslned for tho charlty's own u Fund io Ibm 4nounidu• When du• Dg111s 85 Llabllltles SvJned by or tru51005 on behaff of al the tru8t8e8 Date ol oval Svjnai int Name AThJrv j85 MeDwmott 2611012025 Joan McDemott 26110r2025 CCXX R2 Issi 31110r2W25
CHARITY COMMISSION I FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report R¢port to the trustees Catholic Boys Educational Trust On accounts for tho year 31 Decomber 2024 Charity no (if any) 1195170 Sol out on pag This one page I report to the trustees on my examination of the accounts of th8 above charity (Ihe Trusfy fr>r the year ended 31 December 2024 Responsibilities and ba818 of report As the charty's trustees, you are responsible for the preparation of the accounts in accordance wth the requirements of the Charities Act 2011 ('th8 Acr). I rewt in respect of my examination of the Trust's a¢¢ount8 Carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the appluble Directions given by the Charity Commission under section 145(5){b} of the Act. Independent I have completed my examination. I confimi that no material matters have examlnerf8 Statement come lo my attention in connecth)n wilh the examination (uthErt digelex) which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with $8Ction 130 of the CharitK8s Act.. or the accounts dKI not accord with the accounting records,. or the accounts did not comply with the applicable requirements ¢oncerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which 1$ not a matter consKlered as part of an independent examination. I have no concerns and have come across no other matt8r8 in connection with the examination to which attention should be drawn in this report in order to enable a proper understsnding of the accounts to be reached. Slgned: Date: 28 October 2025 Narne: Nicole Davtdoff Relevant professional qualification(s) or body lif any): Retired Solicitor Address: 3 Patefnoster Row. Walton on the Naze. Essex C014 8DY IER Oct 2018