REGISTERED C.FIARITY NUMBER: 239298
Repnrt of the TrnIle￿ and
UD&udittd Finan¢ial Stalcm¢nls for the Year F.nded 31 DL*ember 2022
for
The Mor¢ton-In-Vlarsh Charit).
Tayabali Tomlin
Chartered Accountanls
K¢nion Ilouse
Oxford Sir¢el
Moreion-in-N4arsh
GIOu¢¢￿ershlre
GI.56 OLA

The Moreton-ln-fvlgrsh Chari
Coutenls of the Finantial Statements
for the.yearended 31 December2022
Page
Report uf the Trustees
Inilepcndent ExAminer's Report
t￿temen1 of Financial Aetivities
IJalxnc¢.%heet
Note¥ to the Financial StatemL'Tr¢s
7 to 12
l)elailed ¢ita¢emtnl of +"In¥ncial Activities
13

The Moreton-ln-marsh Charit),
Report of ihe Trustee5
for tbe )ear ended 31 December 2022
The trustees pr¢seni their report wilh t1￿ financial stxt¢menis of the charl1￿ for th¢ year ciidLxI
JI December 20?2. The truste¢8 have adopted ihe proi'isions of A¢¢ounting and Reporting by Lharilieb..
Siai¢mcni of Rccomm¢nded Practice applicable io charitics preparing thcir accounts in accordan¢e K¥iih tlie
Fii)aiicial Reportiiib Siandard applicable in Ihe LK and RepubliL of Irelaiid {FRS 10?) (effective l Jaiiuary
2019).
OBJECTIVES AND ACTIVITIES
Objeetives and public benefjt
'I'he objeccs lor ￿'hICh the charity. is ¢slablished are io reliei'e. ¢iiher generally or individually. persons residei)I
iii IhL parish of MorLton-iTr-Nlarsh diid (he nei¥hbourhood thereof whu are ii) cunditions ()r nLLd. hard51iip aiid
distress b). makiiibT byranis of Mone￿ or proi iding or pa)'ing for iiems. services or facilities calculai¥d to rLdii¢¢
tli¢ n¢¢d, hardship and distress of such persons.
In planning lh¥ chariiy's activiiies for ihe year, Ihe trusie¢s ke¢p in mind the chariiy Commission's 8uidanLe 011
publiL benLfit.
Acli*'ities g¢hievemeDis for tbe yegr
'rh¢ Moreion-in-marsh Charit). pro%'ided significant charitable assistance to various iiidividiials aiid
L)r&iani.iulions in 20?2. A ioial sum of £31.23512021 £19,955) thas &Jiv¢n to inJiN iduals. LOlI)Inuniiy gyroiips dnd
L)r¥ani8ations wh05e applications met the charir) s criteri& with awards beiftg disiribuied as fullow.s'.
E.'duLdllC)11-rela1i￿ needs and projects were %upported wilh granis 101411ing £5.486 (?021 £10.0001. will)
individiidl srudents recei¥ing assisiance ￿1th unl￿er￿1￿ And educa¢ion expenses iotslling £? 4001?021 . £?,11001.
Pt)rt% and ¥ommuniiy projccis w¢r¢ gLn¢rnus1¥ SUPFuncd with £19.145 1?0?1 £4.8391. %upport of £4.2U4
120?1 £3.116) ￿aS provided ts) individudls #lid famili¢s in partiLular firtanLial dI￿1￿￿lly.
Vcry lew applicaiions w¢re refused. I'hosc ihat wer¢ nol approvcd wer¢ from outside lh¢ arca cvvcrcd by thL
Cliaril>' or did not fall ￿ iihin the Charitv's objecli¥es. Lnder ih¢ iem)s ofihe Charit) S Lonsiiliilioii. applicatiiiiis
from people resident ouiside the Parish of Moreion-in-marsh cannoi be considcred. Additionally. Ilie
Mor¢toi?-in-Marsh Lharity's ¢onstl(Ulion do¢s not pennil it to giv¢ to othcr regi%tcrL.d chariliLS. W"h¥r¢i(er
possiblc. lioweveT, such Èpplicanis were given ad*i¢¢ aboui other charitie$ and potentl81 fundiiig opp()ItuniiiL4.
FI,NAINCIAL IiEVlkW
Inves¢meni policy objectives
ThL Trustees. Act :UOO iiom, ¢onfcrs the charity's invesiment poweTS. The charity aims to gain thc best iiilLresl
rates llnd does not invest ift an), risk funds.
ReseThes pollcy
The charitN' ha4 no significant source of income oiher thn in*estment inwme. I'he irustees will endeavoiir to
maintain resen'¢s at a level that provides recurrin8 income for the trustees to distribute in accordanc¢ with the
sclieme.
Page I

The Moret()n-IB-.Marsh Charity
Report of the Trnstees
for the year ended 31 Deeember 2022
STRucfuRE, GOVEILNANCE AND MANACEMENT
Governance
The charity is govemed by a scheme dated 9 (ktober 1986.
Risk mana8em¢at
'rhe tru5Lees actively review ihe major risks f&ed bv the charity on a regular b&is. and havinu examined
operational and business ri.sks confronting IL can ¢onfirni that they have eS￿bliShed sysieTns io mitigate the
8Tgnificant risks.
RF.FERENCE A.ND ADMINISTRATIVE DETAILS
Ile%1$ter￿ Charity number
Prinelpxl Address
7 Stockw'ells
MnrL'ton-in-Mar5h
(ilaucestershir¢
L56 01 IQ
I'rustee8
The Lord Dulvenon (rc$ignLMI 3111 J2022)
R l? HonpLr {Chairnian)
A M M'hilwonh
P Allen
S Allell (resigned ?1212022)
.1 M ljorsay Iresigncd 616r2022}
J %ullivk
M Woodh￿¥ {re5i8ned 61612022)
E14amilion {resigned 311512022)
JMBerry
14 M Hardy
J 11 C uryan {appointed 7nr20?2)
T D Maiill14WPL)inted 5191202?
The trustees who aaed for the chariry dJring the vear arc as ststktyJ above. Under the 5cherne the body of
trustces shall consisl M,hen complete of nine persons being: two ex-officio t￿￿¢C$. tl)r¢c nominative irustcos
and four co-optativ¢ trustees. Tr ex-officio im￿¢¢5 shall k The Lord of Ihe Nlanor of Bourton and
Moreion and The Rector of ihe Ecclesiaslical Parish of St David, MoTeton-in-Matsh. Nominative Iru51ces
shall be appointed by Moreton-in-matsh Parish Council for a tenn of four }'ears at a meeting ]￿Ed iii the
rdinary praciice of the council. Co-optative trustees shall be appointed for a ierm of five yeara by a
resolution of the trustees passed at a spttial meeting of which no less than 21 dajs Th)tice has beei) ¥iven.
Page 2

The Moretott-ln-marsh Charih.
Rcport of ihe Trustees
for the vear ended 31 December 2022
REFERI:NCE AND AD.MINISTRATIVE DETAILS
Independenl Examin¢r
Asad Noorani
I'a>'abali Tomlin
Cliartered ALcuunthnts
K¢iiton House
Oxlord Stre¢1
MurEIL)ii-iii-Mar%h
Gl(?u¢estcr5hire
Cil.i6 OLA
,Sollcitors
Pcter Snodgrass
Sliakc%pLdres
BrIdgyew,a￿ I louse
ridgeway
Siraifurd-Llpon-A*on
WttfwiLkshirL
CV37 6YX
Il#nk¢ry
.l()}d4 14unk PIC
Hib>li Sireei
Mur¢ton-in-M&rsh
(iL56 OAY
Inveslment #dviser%
Invesiec ￿'C21th & Investmeni Ltd
2 Clrcsham Street
Landcin
I-'C2V 7QP
ApproYEd by ()rder ofihe ￿￿9rd of trustees on 18 Septemb¢r 2023 and signed on its b¢hall' by:
R P Hwper- Trust¢¢
Page 3

Independent F.xaminer's Report to tbe Trnslees or
I"he Moreton-1n-￿lxr￿￿ Charity
ndependent examiller'j rew)rt to the tr￿Slee5 ofThe.Moreton-ltt-M*rsh Charity
I repL)rt to the charitv irusiees on MJ, examination of ihe accounts of Th¢ hloreton-lii-marsh Chariry Itlie Trust)
for th¢ ycar ended 31 December 2022.
Responsibilities #nd basis of report
As the charilv trustccs of ihe I rust }'ou are responsible for the prepardlion of the accounts in accordance with the
r¢4uiremeiiis uf Ihe Chariiies Aci 2011 ('the Aci).
iipon in respect of my ¢Kamination L)f Ihc l-rusvs accounts carried OUÈ und¢r Scction 145 of thL A¢t and ii)
Lanving ()ui my examinaiion I have followed all applicable Direciions 8iven by ihe Charity Commission und¥r
Section 145{5Xbl of the Act.
Independent cxamiijer's gt4tement
I liave compl¢t¢d m!, examination. l L()nfirn) rhai no material matters have come to my allei)lion in eonneciion
wilh th¢ eiamination giving me cause io believe that in any mai¢rial r¢sp¢ct'.
accounting records w¢rc noi kept in respeci ol.the Trusl as required by Section 130 of the Act,. or
th¢ a¢¢vunts do noi accord ￿'Ith thosL r¢cords' or
Ihe a¢¢uiLnls do not comply 1% iih thL applicable re4uircmcnls concerning lh¢ forn) and ¢()Ill¢ril of aLLI)IiiIIs
set 0111 in ihe Chariiies IAccounts and Reports) Regulations 2008 oiher than ans, r¢quir¢meni ihAt tlie
aLLount.s givc a tTue and fair view w'hich is noi a matter considcrcd as pan vf ali iiiJLpLI)dLI)t
cxaniiiiaiion.
I havc 110 Loll1¢rn5 and havc cvme across no oiher mallcrs in connection with ihe eiaminaiion io which attcntioii
sliould be drawn in ihis reFX)rt in order io cnable a proper vnderstandirig of ilic accounls to be reached.
rib
Asad N'()nrani
Th¥ Insliiuie of Chartered Accounianis in EnglaNI and Wales
Tayabali T()Inlin
C.l)artered Accouniants
K¢iilon Ilouse
Oxford %tre¥t
Mc)reion-in-Mar8h
louceslcrshire
GL)6 OLA
18 S¢pi¢mber 2023
Page 4

The Moreton-ln-hlarsh Chants.
Statement of Financial Acli>ities
for the vear ended 31 December 2022
2022
Unrestricted
fund
?021
fiiiids
INCOMF. ANI D ENDOWNIEYTS FROM
Doiiaiioiis & investnient income
25,967
EXPENDITURE O
Raiqing funds
9J167
9.987
ntlier
32.961)
TntAI
42.827
31.741
Net 8ain51llos$es) on investments
{104.726)
84.769
YF,T IYCI)MF.I{F.XPF.NDITLIRF.
{121.$8fy1
RF.CONC'II.IATI()h' OF FIJNDS
"I'ci(al lunds brvu¥i)t fon¥ard
1,132,446
1.056.315
TC)TAL FUIIDS CARRIED FORWARD
I,OiOJ60
1,132.446
The noies foTm part of ihese financial slalemenis
Page 5

The 1¥loreton-In-Marsh Charili
Balanee Sheet
31 December 2022
2022
Unreitricted
fund
2021
Total
funds
Notes
FIXF.D ASSETS
Inv¢stments
1,082,818
CIIRRF.NT ASSF.TS
Cash ai bank
60J20
49.628
ET CL,KRENT ASSF.TS
60J20
49.628
T()TAL AS,%ET5 LLSS CtiRREYT
LIAIIJLITIES
1,010,160
1.132.446
Nb'.T A.S.8F.I'S
1,010.860
1,1.12.446
FIIYDS
Unrc4lriLled funds
I,Oln,¥60
1.132,446
TOTAL FUNDS
1,01 O.%60
1.13?.446
The financial siaicments were approved bv ihe Board of Trustees and auihorised for issue on 18 September 2023
ftnd were signed on lis t￿half by..
R P Flooper- Trustee
P.o.,qLkL-KI
FPJ
*1￿4￿h . Trustee
The no*s forni part of these financial stsiemenL8
Page 6

The Moreion-ln-msrsh Charitv
oles to the Fin•ncial Statements
for ihe year ended 31 De¢etnber 2022
ACCOUNTING POLICIES
Basis of preparing ihe financial statemeDts
The financial stat¢mcnts of th¢ charii).. which is a public benefit eniity under FRS 10? have been
pr¢pared in a¢cordance with the Charities SORP {FRS 102) 'Accounring and Rcp()rtinL by Chariii¢b-
Statement of R¢commended Practice applicable io charities preparing their accoui)Is in accordance w'iih
the Financial Reporting Srandard applicable in the LIK and Republic of Ireland (FRS 102) {effcctiie I
Januarw 20191.: Financidl Rewrting Siandard 102 The Financial Reporting St41ndard applicable in the
UK and Republic of Ireland, atld th¥ Charities Act 2011. The financial sialement5 hai'e beeii prepared
under th¢ historical cost convcntion, with thc exceplion ol- inN'¢stm¢nts which are included at market
alue, as fftodified bw the revalu&ion of cenain assets.
Income
All sn¢ome 15 recognised in the Stsiem¢nt of Financial ALliFili¢s once the chdrit). has entiilem¢ni io ihe
funds, it is probable that the income ill k received and the amount can be measured reliabl J.
Expendilure
Liabiliticq are recognised ai expenditure as soon as there is a leLal or consirucii¥'e obligation committing
the charilv to that exp¢nditure. it is probable that a tyansfer of economic benefits will be iequircd in
settlement and tlie amount of the obligation Can be measured reliablv. F.%pcndilure is aCLOUTited for on dn
accruals b&£is and has been classified under heading5 that aggreoale all cost related io th¢ calegorv.
Where costs cannot be direcil). attributed to particular headings the)." hai'e been allocated io activitics on a
basis consistent with the use of resources.
Taxatio
The Charit￿ is exempi from lax on its charitable aciivities.
Fund aeeouDting
Unresiricted funds can be used in accordance with lh¢ rharitsble objecti￿"e5 ai Ihe discreiion of ihe
trustees.
RestriLted funds Can only be us¢d for particular restricied putp)ses ￿'1th1￿ the obj¢cts of 11ie charity.
Re.Stri¢tions arise when specified b!. lh¢ donor or when funds are raised for particular r¢siricied purposes.
Further explanation of the nature and purFK)se of each fund is included in the notes io ihe finaiicial
statements.
Page;
continued...

The Moreton-ln-marsh Charity
-Yotes to the Financial Ststemenls- cootiDued
fnr Ilje )'ear ended 31 Decembtr 2022
RAISING FUNDS
Investmtnt management costs
2n22
2021
Support costs
9J67
9,987
TRUSTEES, REMLliERATIO.N AND BENEFITS
There Th¢rc no inJsE¢CS' remuneration or other benefits for the year ended 31 December ?022 nor for the
y.ear ended 31 December 2U21.
Trustees, expenses
There were no trusiees, ¢xpenses paid for ihe siear ended 31 December 2022 nor for the )'ear ended
31 December 9021.
COMPAIi4TIVES FOR THE sTATF.mE￿T OF FINAI%CIAL ACTIVITIES
Un￿StrIcted
fuiid
INCOME .4ND ENDOI4'TrIENTS FROM
l)onations & ini estm¥nl &ncom¢
23.103
F.XPF.YDJTL.RE ON
Raising fund5
9.987
Other
21.754
Total
31.741
Net gains on inve%tn7enls
S4,769
F.T INC.OMF.
REC()NCILIA'fioN OF FLT_YDS
"l-ozal funds broughi foruard
1.056,i15
Page 8
¢ontinued...

The MoTeton-In-Marsh Charilv
otes to the Financial Statemenl$- continued
for the vear ended 31 Deeember 2022
co￿1pARATIVF,s FOR THE $TATEMF.￿T OF FINANCI.4L ACTIVITIES- Continued
IJNr¢'4triLied
fuiid
TOT.4L FUliDS CARRIED FI)RIIARD
1,132.446
FIXED A&SF.T INVESTME.NTS
Lisied
iiivestments
MARKET I'ALIIE
At l January 2022
Additioi)s
Disposals
Rcvalu81ions
1,082.1118
2811,764
(316J16}
1104.726)
Ai 31 December 2022
950.540
NF'.'r iJ()()K I'ALL P.
Ai 31 De¢¢mber ?022
950.540
Ai .1 I tkcember 2021
There were no investmcnl assets outside the IIK.
Lost ur valuation at 31 December 2022 is represented by..
Listed
inTrestments
Valuaiion in 2022
9$0,540
Page 9
coniinued...

The MoretOD-lll-Marsh Cbarit).
ote$ to the Tr inancial Statements- eontiDued
tor the year ended 31 Deeember 2022
MOVEMEP*T Ili FLIJ%DS
Net
movemenl
in funds
At
3111212?
Ai 111122
Unrestricted fund$
General fund
1.132,446
(121,$861
1.010.860
TOT.41, FI,'NDS
1,132.446
(12J.$116)
1,010.860
Nei movement in funds. included in the aErt)ve ar¢ as follow5..
Incoming
T¢￿UrceS
Resources
expeiided
Cyains and
losses
Movemcni
in fiiNds
Unreslri¢i¢d funds
General fun(1
25.967
142,827)
{104,726)
(121,SR6)
TO'fAI. FUNDS
25,967
(42827
(In4,726}
(121,586)
Comp4rAiivcs for moiemeni in (und$
Net
moweinent
in funds
Al
-31112121
Al 111121
Unre8lrictcd funds
Geiieral fund
1,056.315
76.131
1.132,446
TOTAL bUNDS
l.Oi6.31 i
76,131
1,13?,446
Page 10
contjnued...

The Trlorelon-ln-marsb Ch4ri¢v
Notes to the FinaTrcial Statements- co￿lInUed
for ihe )'ear ended 31 Deeember 2022
MOVETrIF.I%T IN FUliDS- conttnued
Comparative net mo￿.e￿enI in funds. in¢luded in the abo%e are as folloThs.-
Incoming
resourccs
ResourLes
exp¢nded
Gains and
losses
MovttiTJent
in funds
LlnrestTiCted funds
General fund
(31.741)
&4,769
76,131
TOTAL FUNDS
(il,741)
84.769
76,li
A curr¢ni l'ear 12 months And prior ￿¢ar 12 months combined ￿)SItIon is as follows=
Nei
At
3111?/22
.At 111121
in funds
Unrestricted funds
Gcneral tund
1.056.J15
(45.415)
1.010.860
TOTAL FI-,NDS
1.056.315
(45,455)
1,010,860
A current jear 12 months and prior J¢ar 12 months combined nei moi"emenl in funds. included in the
gboke are as follows:
Incomirjg
resources
Resources
expended
Gain5 and
losses
Movcmcnt
in fuiidg
Unrestricted funds
G¢neral fund
49,070
{ 14.568)
(19.9i7)
{4i,45i)
TOTAL FUNDS
49.070
(74.568)
(19,95D
147.45))
Pagell
conlinuvd...

The Moreion-ln-marsh Charin.
Noles to the Financial Statement5- Colltillued
for the year ended 31 De¢ember 2022
REL4TED PIIRTY DISCLOSLTRF.S
There were no related party" transactions for the year ended 31 Decemb¢r 2022.
Page l?

The MoTetOD-In-.Marsb Charitv
Dotsiled Statement of Financial A¢iii'ilies
for the year ended 31 December 2022
2022
2021
INCOME AND EI%DOWMEYTS
DonatioTr¥ & investmenl iry¢ome
Invesim¢i)t income
Doiiaiions
25,967
23.078
25
25,967
23.103
Toi#l in¢omin% resources
25.967
23.103
F.XPF.NDITURF.
Suppurt cust
lana%cment
Acc()Ulllanc)'
Iiive.41meni monagcment fees
Sc¢r¢iarial Ices
RLliel-and assisiance 8ranls
1,134
9,867
8113
31.235
1,074
9,987
72S
19.955
43.039
31,741
-inanee
C'urrcn¢y los$e$ / (gains)
{212
Total re￿￿rleS expended
42,827
31.741
Net expeodlture before Ralns 4nd loysex
(1636n)
111,63RI
RevaluAlii)n gAinl{lo$$)
InLre8se/ldecrease) in value of investments
(104,726)
84.769
Net lexpendituri'vineome
{121.$86)
76.131
This page docs not fortn part ofthe Stsiutory financial ststemen(s
Page 13