The Marle Grant Trust Trustees. Report The trustees present the annual repxt of dwrfty for the yearended 31 Ortober December 2024. Objects and alms The tharity Is known by the name The Marle Grdnt Trnst (Tr TrusVI and was reglstered on 2Y' September 2023 Ireglstered number I204. The Trust was establlshed by its fouThdln8 trustees, Stewart Fraser. Wllllam (YBrlan and Terry InS. In the reportlre perlod. the maln recelpts of the Trust were donatlons from The Grnnt Bradly Charitable TrusL a company connected to St P•trfcVs Church and indlvidual doners In the Brazlllan commUrty that use sr Patrlcvs Church. The objectfves of the charlty are follo. To further the reli8k>us and other charltsble work of St Patrlck's Parlsh In Brlstol To promote the worldwlde Interests of the Rornan Cathollc Churth The trustees must Use the Income of the Tntst In promotlry the obctl¥es. Actlvltkn durlryth• y••r The total donltlons dur1 the perlod totslled £SI078. The domtlons comprfsed of Indlvldual donatlons, donatlons from the Brazlllan communltythat Is actlve In St Patrlcys Parlsh. corporate donatlons a1 donatlons from ar#)therdwrlty. The total Grants for the year were £49.&304thJust £98 Ing$pent t)n operatlng costs. Atithe grants In the perfod gEn to St Patrkk's Parfsh to furtherthe p•rlsh's rellglous and other charltable work whhln the publ1¢ a)mmunlty. The Twstees revlewed Erant Jpplle•tlons on a use by cue basls upon reIpt and revlewed them •t the Tfustees Bo•rd Meeti. Publk b•n•fft The trustees confimi that have complled wlth the requlrements of sectl¢)n 4 of the Charltles Act 2011 to have due reyrd tothe publlc benefft 8uldano publlsld by the Charity Commlsslon for England and Wales. 6rnrt rn•kI pollcl•s The Trust has ppared its grant fflak1 pollcy In (xder to athleve its obJectlve5 forthe publlc benefiL The Trust aims to improve the lives of those in rttd and to make people aware of the Roman Catholic and Chrlsllan faith through its 8rant makir8. The Trust has a p)IILy to alm to glve grantsfor any restricted reser¥e balan5 to the restrlcted lnefidary as soon as Is prdCtSralty poss6ble. However, none of the donations made in the period were restrlrted. Appl•cations should be made in wrltiry to the Tnee$ at the Tru5Vs headquarters address.
Fln•nd•l ve¥l¢w At the tlme that the Trust was established there was the prospect of re[vIng slgnlficant corpordte donatlons from a company owned by pari5hSoner5 of 5t PatrlcV5. Tr expected doTratlons dld not materlallse the Trus dld recelve cofj)orate donatlons from another comp•ny• but not of the expected magnitude. As the slgnlficant donatlons dkl not materlallse there was no w0Srt for investment and the Trust operated on a 'cash' basis. The charlty 1$ governed by Its Tryt Deed dated 6 Au8ust 21X)2. The TnL5t Cleed contslns no requlrement for audlt and the Trust operated beltrw the thre5hokl for an audlL as ps(rIbed by the Charltles Comrn1551or Trusteeg meetlnBs are a mSnirnurn of three tlmes a year and each meetlTh4 wlll consider grant applicatlons made tO8ether wlth strate8lc dedslons for Investn The number of trustees may be no fewer th•n three and new or addltlonal trustees must be appolnted by resolutlon of the trustees. Where there Is a requlrement for new trustees, these would be Sdentlfled and appolnted by the remalnlnB truste. The trustees are responslble for the Indurtlon of any new trustees whlch Involves awarenw of a twstee's responslbllltle4 the 8ovemln8 documenL admlnlstralfve procedure4 the hlstory and phllosophlcal approath of the chartty. A new trustee would recel¥e wples of the yearfs annual rep(xt and account& There were no new Injstees In the wlod and the three fndIn8 trustees remalned as trustees. The Trust conllnued to operate wlth the SIM stnthre of three fotsNlln8 trnstees. Trustees las at 3V101241 Stewart Fraser Wllllam (YBrlen Terry Co88lns Prlndpal Offl St Patrlcvs Church Dlllon Court Brf5tol BS5 9PF
Charlty Re8iStrntlon Number I2047 Bankers Natwest Chatham Customer SeTrke Centre Chatham, Watefslde Court Chatham Marltlme Chatham ME4 4RT Flnjndal In51vunMts ObJ•ctl¥o and lId The Trust's acbvltles expose ft to ltyAevel financlal indud1 uedlt rfs* and cash flow rfsK Ilquidity rfsk. Cash and Cr•dlt rlsk The Trust Is operated on a 'casW bjsls and the Thths ensure thot the Trust account remalns In Crodlt. Uquldlty rf The Trust was 8lven a loan not long after It was establlthd, lyrt the lender has no plans to call in the loan. The Trust has no other finandal obll8atlons. The annual report was approved by the trustees of dwrfty on 20th August 2025 and slgned on Its behalf by: S Fraser, Trustee
The kqarfe Grant Tnmt 8tatom•nt of FlnanGlal Actlvlll•8 for th• Y•ar Ended 31 October 2024 fuTh fvnd• 2024 48,747 4,331 53.Q78 Total R4i8ing furvJB CharitoNo xtivit Total Expwthire 49.928 49.928 N¢t IncOm*{ex1tiTh) 3,150 R•eonclll•llon of fund• Tcéal fuThJ8 h1 fowwd 1.841 1,841 Total fur#d• cathod ftxwwd 4,991 P8ge11
The Ilarle Grnnt Tnt Balan Sh••t as at 31 Octob•r 2024 Tangible assets Ca8h at bonk ard kn hwiO 4,1 4,991 N•t curv•nt Il•blllll•• Tolal a•••l• l••• curv•nt Il•blllll•• Cr•dltor4.' Afflounl• falllng du• athr morn than •n• y• Fund• ofth• chartty: UnrMtrlct•d Incom•fund• 45,018 Total fund• Not• Ixrt the creditor has sLed trrt gi¥tr ¢ircurrAtsw ryM n( cal in ts kqn. Paga12
S A Frx Tru8tee Paga13
38 Malvem Road Weston Super Mare North Somerset BS23 4DF 28thAugust 2025 Th• Morf• OrantTrust Annu•lA¢¢ount 0111112023 to3111012024 I have revlewed the accounts provided by The Marie Gr8ntTfust and found them to be in good order. The Bookkeeper has done good Trjb of keeping records. I have been ableto reconcile the transactlons on the b8nk ststements to the approved donation forms. Gift Aid forms, and grant approvalformg. I recommended that the Trust make the narratlve on the grant approval more explicit. which was accepteil tytheTrustee responsible forthe finances. WhlLst l am not a qualified aOUntsnt. l am Veryfamiliarryth bookkeeplng and gccount reconciliation in mycapacity as theTreawrer ot 8nothrch8rity. Mrs Clare Huntsr