
## **Trustees’ Annual Report for the period** 

## **From  1 November 2023 To   5 April 2025** 

## **Charity name: Trevelyan Grenada Reparation Fund** 

## **Charity registration number: 1205519** 

## **Objectives and Activities** 

||SORP<br>reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**To advance such charitable purposes as the**<br>**trustees see fit from time to time, in**<br>**particular but not limited to promoting**<br>**education for the Grenadian and the wider**<br>**Caribbean public benefit by making**<br>**donations to any charity or organisation in**<br>**Grenada, the Caribbean or the UKwhose**<br>**aims include advancing education for**<br>**Grenadians or the Caribbean Community.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17<br>and 1.19|**Financial grants to organisations within**<br>**Grenada that support education for**<br>**Grenadians.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**The Trustees are led by all Charity**<br>**Commission guidance. In particular, we**<br>**follow guidance in the Compliance Toolkit;**<br>**Charities: due diligence, monitoring and**<br>**verifying the end use of charitable funds;**<br>**Public benefit: rules for charities.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|Policy on grant making|Para 1.38|**Attached as Appendix 1**|
|Policy on social investment<br>including program related<br>investment|Para 1.38|**N/A**|
||||





|Contribution made by<br>volunteers|Para 1.38|**All Trustees are volunteers. We have no**<br>**other volunteers, or employees.**|
|---|---|---|
|Other|||



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**The first organisation in Grenada our**<br>**grants have supported is GRENED**<br>**(www.grened.net). GRENED provides**<br>**funds to families of schoolchildren, for**<br>**school meals, transport, school**<br>**clothing, and books, and runs weekend**<br>**programmes, including public speaking**<br>**and community service. They normally**<br>**support 20-25 students at one time; with**<br>**our 2024 grant they were able to**<br>**support 50.**<br>**A bursary programme was set up with**<br>**the University of the West Indies to pay**<br>**undergraduate course fees for 4**<br>**nominated students for a year. The first**<br>**grant will support students who will**<br>**begin their courses in August 2025.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41|**This reporting period is our first since**<br>**establishing the charity. Our objectives**<br>**in the first year were to engage donors**<br>**and establish an income stream through**<br>**donations, and build relationships with**<br>**Grenadian educational organisations.**<br>**We have achieved both of these and**<br>**helped 25 Grenadian families with**<br>**school costs and helped 25 children to**<br>**take part in the GRENED weekend**<br>**programme.**|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|**We did not have a fundraising target for**<br>**this reporting period. We have received**<br>**donations above our expectations, in**<br>**particular our steady income from**<br>**standing orders is more than we**<br>**anticipated.**|
|Investment performance<br>against objectives|Para 1.41|<br>**We have no investments**|
|Other|||
||||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**We have minimal funds since we aim to**<br>**make grants to our Grenadian partners**<br>**once sufficient donations and grants are**<br>**received in order to award a grant to**<br>**them.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**We aim to hold minimal reserves.**|
|<br>Amount of reserves held|Para 1.22|**At financial year end we held £7050 in**<br>**bank accounts**|
|Reasons for holding zero<br>reserves|Para 1.22|**N/A**|
|Details of fund materially in<br>deficit|Para 1.24|**N/A**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**N/A**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|**Members of the wider Trevelyan family**<br>**make donations as lump sums or by**<br>**standing order. Regular reports,**<br>**newsletters and Zoom meetings update**<br>**family members on activities of the**<br>**trustees, the charity and our Grenadian**<br>**partners. **|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|**N/A**|
|A description of the principal<br>risks facing the charity|Para 1.46|**● Family member donations may**<br>**decline through donation fatigue or**<br>**cost of living constraints.**<br>**● Grenada is a small, vulnerable**<br>**country which is subject to**<br>**environmental and global financial**<br>**events which could impact the**<br>**economy and in turn our partner**<br>**organisations.**<br>**● Overseas financial transactions are at**<br>**risk of transaction fraud.**|
|Other|||
||||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document|Para 1.25|**CIO - FOUNDATION Registered 01 Nov**<br>**2023**|
|How is the charity<br>constituted?|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Trustees are self-nominated and**<br>**appointed by existing trustees.**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51|**We have recruited no new trustees**<br>**since establishing the charity. When**<br>**new trustees join we will conduct ad**<br>**hoc discussions, provide individual**<br>**support and give them access to**<br>**previous minutes and documents.**|
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|<br>**We are a flat self-managing**<br>**organisation. We are not part of a**<br>**network.**|
|<br>Relationship with any related<br>parties|Para 1.51|**None**|
|Other|||
||||



## **Reference and Administrative details** 

|Charity name|Trevelyan Grenada Reparation Fund|
|---|---|
|Other name the charity uses|Trevelyan Grenada Fund|
|<br>Registered charity number|<br>1205519|
|Charity’s principal address|124 CITY ROAD<br>LONDON<br>EC1V 2NX|



## **Names of the charity trustees who manage the charity** 



|<br>1<br>2<br>3<br>4<br>5<br>6<br>7||**_Name_**|**_Office_**|
|---|---|---|---|
|||Tom Trevelyan|Chair|
|||Jude Proudlock|Treasurer|
|||Rose Trevelyan|Secretary|
|||Clare Trevelyan|Vice Chair|
|||Laura Trevelyan||
|||Tom Wolseley||
|||John Dower||



All trustees have been in post throughout the reporting period 

## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed by the charity’s trustees** 


**Tom Trevelyan – Chair John Dower Laura Trevelyan Rose Trevelyan – Secretary Jude Proudlock – Treasurer Tom Wolseley Clare Trevelyan – Vice-Chair** 

**Date: 11 June 2025** 



Appendix l- Grant making policy Feb 2024

## Grant-making policy Trevelyan Grenada Reparations Fund February 2024 

The objective of our charity is to advance education in Grenada, for the public benefit. We make small, targeted grants to charities or charitable organizations in Grenada. Since illiteracy was a legacy of enslavement after emancipation, and the trustees are descendants of those who enslaved Africans in Grenada, this charity has a clear mandate to assist Grenadians with their education at all levels - from pre-school through to mature students wishing to undertake tertiary study. 

**The Trustees will make discretionary grants where they believe that their contribution will make a real difference to education in Grenada** . **What follows is principles and process the Trustees will use when making grants.** 

Applications are taken all year round and from all parishes in Grenada. Applications are assessed once received. Applications can be made by emailing a two-page (maximum) letter to the Trustees at trevelyangrenadarepara�ons@gmail.com detailing what the organisation is and what the grant would be spent on. 

The criteria used in assessing applications are as follows: 

## 1. Organisation structure 

Applications will only be considered from non-governmental organisations in Grenada. 

## 2. Organisation beneficiaries 

Grants will be awarded to organizations with a clear mandate to advance education for the people of Grenada. 

## 3. Grant purposes, sizes and restrictions 

## a. Categories 

Applications must be for charitable purposes that fall into one of the five core categories below. 

- Pre-school education, after school care 

- Primary education 

- Secondary education 

- Further education 

- Libraries/Museums/exhibitions 

Page **1** of **2** 



## b. Grant size 

The minimum grant size is £2,500. Awards of more than £7,500 are rare.  Grants are usually made as single payments. 

## c. Restrictions 

There are no restrictions on the _type_ of funding for which applicants may apply, and Trustees will consider contributions towards core costs and capital works as well as specific projects. 

## 4. Decision making 

Applicants must submit sufficient detail to allow trustees to identify and assess risks and carry out due diligence which will be proportional to the size of the grant. Applicants may be asked to provide further detail to enable decision making. 

- No grant will be made unless to do so is a decision of the trustees. 

- The trustees shall assure themselves 

   - that the organisation to be granted is genuine, reliable, and competent to carry out the activity being funded. 

   - The organisation is suitable for the charity to work with. 

- The trustees will check and confirm that 

   - awarding the grant is in the best interests of our charity and the trustees can justify their decision. 

   - the terms of the grant require the organisation to comply with these requirements. 

   - the grant does not give rise to more than incidental personal benefit. 

   - the terms of the grant state in writing how the grant may be spent which must be in line with our charity’s purposes. 

   - the terms of the grant state what reports and records are required from the organisation. 

   - what will happen if any terms and conditions are breached, or the organisation can no longer carry out such terms. 

- The trustees shall make themselves aware of the requirements of HMRC in respect of charitable purposes. 

- Where there is doubt the trustees shall refer to the relevant Charity Commission and HMRC guidance. 

## 5. Reporting 

A follow-up report, the scale of which is commensurate with the size of the grant, is expected within 10 months of payment. Details will be provided to successful applicants. 

- The trustees will check and confirm the funds have been used properly in line with our purposes. 

- The trustees shall assure themselves that the funds have been used for the purposes given. The organisation shall furnish accounts to this end. 

Page **2** of **2** 



|**Trevelyan Grenada Reparations Fund**||**1205519**|||
|---|---|---|---|---|
|**Receipts andpayments accounts**||||**CC16a**|
|**For the period**<br>**from**<br>1-Nov-23|**To**|5-Apr-25|||




## **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** 

|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest      £**||**Restricted**<br>**funds**<br>**to the nearest £**||**Endowment**<br>**funds**<br>**to the nearest £**||**Total funds**<br>**to the nearest £**||**Last year**<br>**to the nearest £**|
|---|---|---|---|---|---|---|---|---|---|
|Donations|**24,063**||**-**||**-**||**24,063**||**-**|
|Interest on savings account|**36**||**-**||**-**||**36**||**-**|
|GiftAid|**2,913**||**-**||**-**||**2,913**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|<br> <br>**27,012**||**-**||**-**||**27,012**||**-**|



|**A2 Asset and investment sales,**||||||||||
|---|---|---|---|---|---|---|---|---|---|
|**(see table).**||||||||||
||**-**||**-**||**-**||**-**|||
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**|**-**||**-**||**-**||**-**||**-**|
|||||||||||
|**_Total receipts_ **|**27,012**||**-**||**-**||**27,012**||**-**|



|**_Total receipts_                  27,012**|**_Total receipts_                  27,012**|**-**|**-**|**27,012**|**-**|
|---|---|---|---|---|---|
|**A3 Payments**<br>GRENEDgrant<br>**10,000**<br>Universityof West Indiesgrants<br>**10,050**<br>Bank fees<br>**45**<br>**-**<br>**-**||**-**<br>**-**<br>**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**<br>**-**<br>**-**|**10,000**<br>**10,050**<br>**45**<br>**-**<br>**-**||
|<br>GRENEDgrant|**10,000**|**-**|**-**|**10,000**|**-**|
|Universityof West Indiesgrants|**10,050**|**-**|**-**|**10,050**|**-**|
|Bank fees|**45**|**-**|**-**|**45**|**-**|
||**-**|**-**|**-**|**-**|**-**|
||**-**|**-**|**-**|**-**|**-**|



CCXX R1 accounts (SS) 

1/07/2025 

1 



||**-**||**-**||**-**||**-**||**-**|
|---|---|---|---|---|---|---|---|---|---|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_ **|**20,095**||**-**||**-**||**20,095**||**-**|



|**_Sub total_ **|**-**<br>**-**<br>**-**<br>**-**<br> **20,095**||**-**<br>**-**<br>**-**<br>**-**<br>**-**||**-**<br>**-**<br>**-**<br>**-**<br>**-**|<br> <br> <br> <br>||**-**<br>**-**<br>**-**<br>**-**<br>**20,095**||**-**<br>**-**<br>**-**<br>**-**<br>**-**|
|---|---|---|---|---|---|---|---|---|---|---|
|**A4 Asset and investment**|||||||||||
|**purchases, (see table)**|||||||||||
||**-**||**-**|||**-**||**-**|||
||**-**||**-**|||**-**||**-**|||
|**_Sub total_ **|**-**||**-**|||**-**||**-**||**-**|
||||||||||||
|**_Total payments_**|**20,095**||**-**|||**-**||**20,095**||**-**|
|**_Net of receipts/(payments)_**|**6,917**||**-**|||**-**||**6,917**||**-**|
|**A5 Transfers between funds**|**-**||**-**||**-**|||**-**||**-**|
|**A6 Cash funds last year end**|**-**||**-**||**-**|||**-**||**-**|
|**_Cash funds this year end_**|**6,917**||**-**|||**-**||**6,917**||**-**|
||||||||||||



## **Section B Statement of assets and liabilities at the end of the period** 

## **Categories** 

**B1 Cash funds** 

**B2 Other monetary assets** 

|**Details**|**Details**|**Unrestricted**<br>**funds**<br>**to nearest £**<br>**1,881**<br>**5,036**<br>**-**<br>**6,917**<br>OK<br>**Unrestricted**<br>**funds**<br>**to nearest £**<br>**1,383**|**Restricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>OK<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**-**|**Endowment**<br>**funds**<br>**to nearest £**|
|---|---|---|---|---|
|Current account||**1,881**||**-**|
|Savings account||**5,036**||**-**|
|||**-**||**-**|
|||**6,917**||**-**|
|||||OK|
|||||**Endowment**<br>**funds**<br>**to nearest £**|
|GiftAid unclaimed||**1,383**|**-**|**-**|



CCXX R2 accounts (SS) 

1/07/2025 

2 



|**-**||**-**||**-**|
|---|---|---|---|---|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|



## **B3 Investment assets** 

## **Details** 

|**Fund to which**<br>**asset belongs**|**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Current value**<br>**(optional)**|
|---|---|---|
||**-**|**-**|
||**-**|**-**|
||**-**|**-**|
||**-**|**-**|
||**-**|**-**|



|**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**|**Details**<br>**Details**|**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**liability relates**|**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Amount due**<br>**(optional)**<br>**-**|**Current value**<br>**(optional)**|
|---|---|---|---|---|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**<br>**(optional)**|
||||**-**||



CCXX R3 accounts (SS) 

1/07/2025 

3 



Signed by one or two trustees on behalf of all the trustees 

|||||||**-**|||
|---|---|---|---|---|---|---|---|---|
|||||||**-**|||
|||||||**-**|||
|||||||**-**|||
||Signature||Print|Name||||Date of<br>approval|
||||Jude Proudlock|||||28/05/2025|
||||Rose Trevelyan|||||28/05/2025|



CCXX R4 accounts (SS) 

1/07/2025 

4 



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