Ch•rtty Rrflrtntlon No. 263776
THE MARKS FAMILY CHARITABLE TRUST
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2023

THE MARKS FAMILY CHARITABLE TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
TNstres
Lord Marks of 8roughton
The Hon Mlchael Mark5
The Hon Mr5 Miriam Ann Cooper
The Hon Rebecca Marks
C￿r￿V fiurnbei
263776
15t•r•d •ddr•ss
HW Flsher LLP
Acre House
11- IS William Road
IDnrSon
NWI 3ER
Ind•pqndqnt Ex•rnln•r
joel Courts
HW Flsher LLP
Acre House
11- IS Wllllarn Road
London
NWI 3ER
B•nk•rJ
Lloyds Bank PIC
21- 23 Hlll Street
Mayfalr
London
Wij SJW
Imi•rtm•nt id¥lsors
Canaccord Genulty Wealth Management
41 Lothbury
London
EC26 7AE

THE MARKS FAMILY CHARITABLE TRusr
CONTENTS
Trusiees, report
Staiement of trusiees, responsibllltles
Independent examlnEr'5 report
StatEment of fftnanclal actlvltles
8alance sheet
Notes to the accounts
7-11

THE MARKS FAMILY CHARITABLE TRUST
TRUSTEES, REPORT
FOR THE YEAR ENDED 5 APRIL 2023
The tTUStees present thelr ￿port and IlnancSal statements for the year ended 5 Aprll 2023.
The flnènclal staternents have been prepared In accordance with the a¢¢ountlng policies set out in note I to the accounts and
comply with the charity's Deed ol Trust, the Charities Act 2011 ènd "Accountlng and Reportlng by Charitle5'. Statement of
Recommended Practice applicable to charities preparing their accounts in accDrdance wlth the Flnanclal Reporring Stsndard
appllcable In the UK and Republlc of Ireland IFRS 1021 leffectlve frorn l January 2Qlg1"
Oblecllves and actlvltl•s
The charity's oble¢tlve, as set out In the Charltable Trust Deed, Is for the trustees to apply capltèl and income to ot towards or for
the benefit or fuitherance of such chhritable purposes or charitable institurions èt their ab501ute discretion.
Publlc benefit
The trustees have pald due regard tts guldance Issued by the Chartty Comm1$51on In sectlon 17 of the Charltles Act 2011. In
declding what actlvltle5 the charltv should undertake.
A¢hlev¢ments •nd perform•n
Durin8 the year the Trust generated Income resources of £110,781 12022.. E98,43ai which enabled the charlly to make 14
12022..1118rants amountln8 to £133,44112022.. £IIS.4001.
Flnandal r•v5•w
Durin8 the year ended 5 Aprll 2023, Invesiment Income was rece￿ed Irom the portfolio managed by Canaccord Genulty Wealth
Manaiement ol £110,06012022'. E98,3911.
As Ehnwn In the Statement ol flnanclal actlvltlos, the n2t loss on Invesimenrs arnounted to £504,381 12022,. £4.3371. The net
decrease in fund5 for the year was £603.69112022.. E94,2841.
R•s•r¥•s Pollcv
It 15 the poliiy of the charlty to malntaln Un￿strICted funrts (free reserves) at a level which, on Inve5trnent, generates 5ufflclent
Income to meet aTTrnual expenditure and covei management and admlnlstratlon costs and to respond to emergency applications
tor grants whlch arlse frcrn tlrne to tlmt, In situation5 where the incorne 15 In5uHiclenl tg meet annual expendlture, the reserve5
are required to mako up any shortfèll out ol capltol.
The unrestrlcted funds of the charlty as at 5 Aprll 2023 arnounted to £6.416,37312022.. £7,020,064).
Grnrrt MJkln8 Pollcy
The trustees, grant maklng pelicy Is generally to rnake donation5 to fe8lstered charrtable DrBanisaiion$ Inot Indlvldua151 whlch
support è wlde ran&e of cause5.
The tru5tee5 revlewed and accepted 8rant appllcatlons durlng the year under revlew. Durlng rhe year the Trust made 1412022..111
rants totallln8 £133,44112022.. £115,4001.
Rlsk
The trustee5 have a55e55ed the rnalor ri5k5 to which the charity Is Exposed, and are satlstled that 5V5tems are in place to mltlgate
exposure to the major r15k5.
In¥È$tm•nt Poll¢v
In order for the trustee5 to maintain the value DI the Tru$t fund, Canaccord Genuity Wealth Mana8Ement advise them on thelr
approach to their portfolio ol inve5tment5, in particular on asset allocation 50 a5 to achieve a wide dlverslflcatlon of the Trust's
Investment portfolio in order to spread risk. The current investment poliry is to adopt a balanced return from income and capltal
£rowth.

THE MARKS FAMILY CHARITABLE TRUST
TRUSTEES, REPORT ICONTINUED)
FOR THE YEAR ENDED 5 APRIL 2023
Strudur•I￿¥ern1nte •nd m•ni¢•rn•rt
The Marks Famlly Charitable Trust 5$ re8lstered with the Charliy Commissioners (No. 2637761 and constltuted by Deed of Trust
dated 29 April 1971 as amended on 8 March 2018.
The trustee5 who ser¥ed durlng the year We￿..
Lord Marks of Broughton
The Hon Mlchael Marks
The Hon Mrs Mifiam Ann Cooptf
The Hon Rebecca Marks (Appolnted 26 August 20221
Power Df appolntSng new trustees Is ¥es￿d In Lord Marks ol Brou8hton, the Settlor, durln8 h15 Ilfetlme. The mlnlmum number of
trustees Is two. The trustees meet to assess grnnt appllcatlons and io ie¥lew and accept Indfvldual grant appllcatlons durlng the
year.
On behaw of the Board ol Trustees
Lord Marks of 8rou8hton
Trustee
Dated...
LQ
11-E2rt&, 17

THE MARKS FAMILY CHARITABLE TRUST
STATEMENT OF TRUSTEES, RESPONSIBILITIES
FOR THE YEAR ENDED 5 APRIL 2023
The trustees are responslble for preparing the Trustees, Report and the flnanclal 5tatement5 In accordance wlth applIcab￿￿ law and
Unlted Klngdom Accountlng standards (United Kln8dorn Generally Ac£epted Accountln8 Practlcel.
The law applicable tc tharltles In England and Wale5 requires the tru$tees to prepare flnancial statements lor each flnantièl year
whlth eive o true ond lfjir vlew of the slate af aff8irs of the ch8rity and of the Incoming roA)urces and oppllcotlon of rosourceJ Df thc
charhyforthat year.
In preparlnl these Ilnanclal statement$, the trustees a￿ requlred to-
select 5ultable accountin8 policie5 and then apply them conslstently,
Otssen￿ the methods and prlThclples In the Charltles SORP,.
m8ke lud&ements ènd estlrnates that are reasonable and prudent:
state whether appllcable accountlni standards have been followed, subject to any materlal departures dlsclosed and explalned In
the financlal statement5.' and
prepare the financial 5tstement5 on the ioln£ concern basls unless It Is Inapproprlate tg presume thèt the charity wlll continue In
operation.
The trustees are respc*n51ble for keeplng sufflclent accoufitln6 records that dlstlose wlth reasonable accuracy at any tlrne the
flnancial posltlon of the chèrlty and enable thern to ensure that the financlal statements cemply wlth the Chèritles Act 2011, the
Charily (Actounts at)d Repoftsl Re8ulatlons 2CM)8 and the provisians ol ihe trust deed. They are a150 responsible for safe8uardlng the
•ssets ol the chirityand hence for takln8 reasonable steps for the preventlon and detectlon of Iraud and other IrrE¢ularitles.

THE MARKS FAMILY CHARITABLE TRUST
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE MARKS FAMILY CHARITABLE TRUST
I report io the trustees on my examlnatlon of the flnanclal statements of The Marks Farnlly Charltable Trust Ithe charltyl for the
vear ended S Aprll 2023.
ResponslbNltles ond basls of report
As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the
requirements ol the Charitles Act 2011 Ithe 2011 Actl.
I report in respect of rry exarnlnatlon of the charlty'5 flnanclal statements carrled out under sectlon 145 01 the 2011 Act. In
carrylng Out rny exarnlnatlon I have followed all the applicable Dlrectlons 8lven by the Charlty Commlsslon under sectlDn
14515llbl ol the 2011 Act.
IrKlep•nd•nt •ximln•rf$ tht•minf
I have cornpl2ted my Exèmlllatlon. I conflrm that no matters have come to my attentlon In connectlon wlth the examlnatlon
BNini me ciuse to belleve that in any materlal respect..
ccountlng records were noi kept In respect of the charlty as requlred by sectlon 130 of the 2011 Act.. or
the Ilnancl31 staternent5 do Thot accord with those records.. or
the Ilnanclal staternent5 do not comply wlth the appllcable requlrements cencernln8 the lorm and content of accounts set
out In the Charitles (Accounts and Reportsl Regulatlons 2008 other than any requlrement that the accounts glve a true
and falr vlew whlch Is not a matter considered as part of an Independent examinatlon.
I have no concern5 and have come across no other matters In tonnectlofi wlth the examlnatlon to whlch attentlon should be
drawTh In th15 report ln order to enable a proper understandini ol the flnanclal ststements to be reached.
Jo
Juel Courts
Chartered Accountant
HW Flsher LLP
Acre House
11-IS Wlllhm Road
London
NWI 3ER
1 &_4.
Dated: ..1.1..Q.¢1.2Q23

THE MARKS FAMILY CHARITABLE TRUST
STATEMENT OF FINANCIAL AcfiviTIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 5 APRIL 2023
Unrestrlrted Uhr•strftted
funds
funds
Z023
2022
Not•1
In¢ome from..
Investments
110,781
98.430
endlture on:
Ralslng funds
67,496
67,426
Charitable actlvitle$
142.095
127.130
Totsl r•wurros •xp•nded
209,591
194,556
Net galn511105se51 on Inve5tmeThts
io
1504,8811
14,3371
N•t outiolni t•sourus
1603,6gLI
1100.4631
Other reco8nlsed ylns and Iom
oili¥i ¥diti& vi lusses
6,179
Net rI￿vement In funds
16D3.6911
194.2841
Fund balantes at 6 Aprll 2022
7,020,064
7,114.348
Fund b•lancos at 5 Aprfl 2023
6.416.373
7,020.064
The siaiement ef Ilnanclal aciivltles includes all ialns and losses recolnised In the year.
All Incorne and expendlture derlve from contlnulng èctlvltles.

THE MARKS FAMILY CHARITABLE TRUST
BALANCE SHEEr
AS AT 5 APRIL 2023
1023
2022
Notes
FIxEd •￿ets
In¥estmentS
12
6.313,086
6,905,403
Current a5Mts
Debtor5
Cash at bank and in hand
13
SO.OCpJ
71.944
112,256
112,256
18,9691
121,944
17,2831
Cr•dltori: •mountsf4llln8 du• wiihln on• y••r
14
Nei current assets
103,287
114.661
Totsl 155ets less ¢urr•nt114bSlltlqs
6,416.373
7,020.064
Income funds
Unrestrlcted funds general
6,416.373
7.020,064
6.416.373
7,020.064
The flnanclal stsrements were approved by the Tfustees on
Lord M•rk5 of Brouihton
Trustee

THE MARKS FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2023
A(￿￿￿tIng PDllcl•s
Charlty Informatlon
The Marks Family Charltable Trust Is a reglstered charlty. The chèrlty rneet5 the deflnitlon ol a public benetht entlty under
kR51U2. Ihe re8lStered ottice 15 Acre House, 11- 15 William Road, London. NWI 3EK.
1.1 Accountln8 con¥entloTh
The accounts have been prepared In accordance wlth the £harlt¥'s Deed, the Charlties Act 2011 and'AccouThtln8 and Reportln8
by Charities.. Statement of Recornmended Practice applicablÈ to charities p￿parIng thelr accounts In accordance with the
Financial Reporting Standard applicable in the UK and Republlc DI I￿land IFRS 1021- leffeciive ffom l January 20191.
The flnanclal statements are prepared In sterllng, whlch Is the fvnctional currency ol the charlty. Monetary amounts In these
flnancial 51atement5 are rounded to the nearest £.
The accounts have been prepared on the h15torical c05t conventlon, rnodilied to Include the revalvatlon of certaln flnancial
Instruments at lair value. rhe principal acccuntln8 policies adopted are Set out below.
I,Z Golnu concern
The trustees are conlldent that the charlty can contlnue as a 8oln8 concern for a perlod ol ai least 12 Month5 from the date of
approval of these flnanclal staiement5. The tru5tee5 have a reasonable expectatlon that the charlty has adequate re5Durces io
continue In operation for rhe foreseeable future. Thu5 the trustees contlnue to adopt the 80in8 concerrs ba515 of aCCOUniln4
prvpdrin$ Ihese findrtilal $iaiemenl5.
l.J Ch•rlt•ble lunds
Unrestricted funds are available loi use at th¢ dlscretioTh 0¢ the trustee5 In furtherance of their charltable oblectlves.
1.4 Incomlni res¢wrces
Income Is recognised when the charlty Is le8ally entitled to It aftei any performance condltions have been met, the arnounts
can be measured relièbly, and It Is probable that Income wlll be recelvtd.
Cash donatlons are recogni5ed cn receipt. Other donatlons are recognlsed once the charlty ha$ been notlfled of the donjtlon,
unless performance condltlons requlr¢ deferral ol the amount. Incorne tax retovernble in relatlon to donatlons recelveLI under
Gfft Ald or deeds of CD¥enant Is recognlsed al the tlme ol the donatlon.
Investment Income recel¥ed net 15 Stored 8ross wirh the relevant tsx deducted Intruded under't05t of raislng funds,,
1.5 R•ioufUS •xp•nd•d
Llabllities are reto8nlsed as expendlture once there 15 3 legal or Constructive obligation cornrnlttlng the charity to that
expenditure, it is probable ihat settlement wlll be requlred and the arnount ol the obligation can be measured reliablv.
All expenditure 15 accounted lor on an accrua15 ba515. All e¥pens25, includin8 Support tosts •nd 8OVErnance costs. are allocated
Costs Df ralslng funds are th95e cost5 Incurred Sn manaelng the chafitv's Investment portfollo.
Governance costs relate to expendlture Incurred in dealing with donations and èdrnini5tratlon and compliance wlth
constltutional and statuiory requirements.

THE MARKS FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR EIVDED 5 APRIL 2023
Ac¢ountlng pollcles
IContinu•dl
Grants payable £omprlse donations dlrertly (elated to the objects DI the charltv.
Grants payable are char8ed in the year when the offer is conveyed to the reclpient. Granis offered subject to conditlDns are
recogni5ed in the period ihose eondbtlons ère met, prior to thls the¥ are noied as a commltment but not accrued as
expenditure.
Irrecoverable VAT15 char8ed agalnst the expenditure headlng for whlch It was incurred.
1.6 Flxed •ssw In¥estmen
Flxed asset Investments are Inltlally rne35ured at transaction prlce excludlng transactlon tosts, ènd are subsequently meaSu￿d
at falr value at each reportlng date. Chan8es In falr value are recognised Sn net Incornellexpendlturel lor the yeor. Tronsactlon
costs are expensed as Incurred.
1.7 Fln•rtcl•l Instruments
The charity has elected to apply the provislons of Section 11 '8a51c Flnancial In5tfuments' ond Sectlon 12 '0ther Financial
In$trument$1ssues' of FRS 102 to all of Its flnancSal instruments.
The charky only has linanclal 355et5 and Ilnancial liabillties ol a kind that qual￿fV as baslc Ilnancla1 Instruments. Baslc flnanclal
Instruments are Inltlally recognlzed at transactlon value and 5ub5equently rneasured at thelr 5ettlernent value.
Itlcil accountlnt estlrn•ies indludiements
In the appllcation of the charltws accountlng pollcles, the trustees are requlred to make judgements, estlmate5 and
as5umptloThs obout the carryin8 amount of assets and Ilèbllitles that are not readlly apparent from other sources. The
estimates and associaied a55umptions ore based on h￿SloriCal experience and othe¥ factors that are £onsitlered to be relevant.
Actual results may difler from these estimates.
The estlmates and undeftylng assumptlons are revlewed on an oniolng ba515. Ae¥lslon5 to accountlng estlrnates are iecDBnised
In the perlod In whlch the e5tlrnate 15 iev15ed where the revlslcn affects ofily th•1 perlod, or In the perlod of the fevlslon and
future perlod5 where the revlsion affects both current and future periods.
The trustees do not belleve there to be ludgernents or e5tirnates that would be considered critical to the flnancial 5taternents.
Inveitments
unrem￿rted
fundj
2023
Unr•strlrt•d
fund5
2022
Interest and dividend5 Irorn investment portfolio
Inte￿$t ￿￿e1vable
110,060
721
98,391
39
110.781
98,430
Aalslngfunds
Unrestrlcted
funds
2023
Unrestrlcted
funds
2022
Investrnent rnanagernent fee
67,496
67.426

THE MARKS FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2023
Ch•rltable ¥(El￿tr*S
Unrestricted Unrestrfrted
funds
fund5
2023
2022
Grant fundin8 of aeilvltles Isee note 61
133,441
115.400
Share of support costs (see note 71
Shore of 8overnance t05ts (see note 71
282
8,372
30
11.700
142,095
127.130
fjr•nts p•y•ble
Uniestrlct•d UnMrtrlrt•d
fvndi
fundi
2023
2022
Grants to Instltutlons..
ActlDrs lor Humanltv
rltl$h Hearr Foundation
Exeter Cpllege Oxford
Gl¥c o Book
H•rrow Llub
HolDC•USt Educational Trusr
Jewlsh Chlld'5 Day
Jewish Council
Jewish Mu51c In5tltute
London Muslc Fund
New Herlta8e Foundatlun
Parochlal Church
St Pèul's School Communlty Project
Street5 01 London
The National Llteracy Trust
The Separated Chlld Foundatlon
The Frlends of St. Mary's Blshopsbourne
The Royal Hortlcultural Society
The Walter & Lie5el Schwab Charltable Trust
The Wesl London Syna808ue o18ritish Jews
VIMBA
2,000
5ChJ
17,OC4J
La,000
L,000
15,000
2,500
2,5CrfJ
2.OC4J
10.0
10,000
1,900
8,41)J
500
15,000
10,000
loo
1S.0(KJ
50,OTrJ
45,441
io,ooo
10.000
133,441
115,4C

THE MARKS FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS ICONTINUEDI
FOR THE YEAR ENDED 5 APRIL 2023
Support ¢os¢s
support costs
Go¥ernance
wsts
2023 Support costs
Governance
costs
2022
8ènk charges
Wtbslte cost
30
30
282
282
Legal and prolessionol fre5
Accountsncyfee5
Adrnin15tfation lees
720
6,212
1,440
720
6,212
1.440
10,260
1,440
10,260
1,440
282
8.372
8.654
30
11,7
11,730
Analysed between
Charltable actbvltle5
282
8,372
8.654
30
11,7Cp)
11,730
Accountancy fees comprlse Independent Examlner's Fee ol £1,20012022'. £1,ZOOI and fee for accountanry Ind gther Se￿1£eS
of £5,01212J22 ,. £9,060).
Vru￿•e1
None of the trustees lor any person5 connected wlth them) recelved any rernuneratlon, expenses, or beneflts from the chèrltv
durln8 the year.
Employ•
There ￿re no ernployee5 durin8 the cuNent or prlor year.
io
N•t yln5llloMesl on Inveitrnents
Uni•strlrt•d
lund•
iozi
Unrestrfeted
funds
2022
Re¥aluatlon of in¥e5trnents
Gainlllossl on sale of Investments
1316.4771
1188,4041
15.0331
696
1504,8811
14.3371
li
oih•rylns orloues
Unrestrlcted Unrestrfded
fund5
lund$
2023
Forelgn exchange IIos5es118alns
16,1791
10-

THE MARKS FAMILY CHARITABLE TRUST
NOTE5 TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2023
li
Flxed •sset In¥estments
ShJr•s C•sh In portlollo
Totsl
Cort or valuathn
At G AprS12022
Additions
Valuation chanies
Cash wlthdrawal
Dfvldend and Interest Income
Management fees
D15P05a15
6.778.408
3,052,230
1316,4771
126,995
13,052,230)
6.905,403
1316.4771
1130.0001
110,060
167,4961
1188,4041
1130,WDI
li0,(￿0
167,4961
3,331,035
13,519,439>
At S Aprll 2023
5,994,722
318,364
6.313,086
Carryln8 amount
At 05 Aprll 2Q23
5,994,722
318,364
6,313,086
ht 05 hprll 2022
6,778.408
126,995
6,905,403
13 D•bto
2021
Z2
Amounti fall1￿ due wlthln one y¢•r:
Other debtors
50,000
Credltors: •rnOUnt5 f•lllng due wlthln one ye4r
Unrestrl¢ted
fvnds
202a
Unrestrlcted
lunds
Accrua15
8,969
7,283
15
Rel•ted party transart1￿1
There were no related party transartSons to dlsc105e durlni the current year or prlor year.