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2025-03-31-accounts

CAPITB TRUST

Charity registration number 1000290 (England and Wales)

Company registration number 02532032

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2025

CAPITB TRUST

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees Mr A Mansell Miss E Fox Mr M Jenkins Mrs B Hirsch Mr L B Dawson Ms D Hearn Secretary Mr D A Connolly Charity number (England and Wales) 1000290 Company number 02532032 Registered office 3 Queen Square Bloomsbury London WC1N 3AR Independent examiner Dyke Yaxley Limited 1 Brassey Road Old Potts Way Shrewsbury Shropshire SY3 7FA

CAPITB TRUST

CONTENTS

Page
Chairman's statement 1 - 2
Trustees' report 3 - 5
Independent examiner's report 7
Statement of financial activities 6
Balance sheet 8
Notes to the financial statements 9 - 16

CAPITB TRUST

CHAIRMAN'S STATEMENT FOR THE YEAR ENDED 31 MARCH 2025

GRANT ACTIVITIES

The industry faced another challenging year and during that period the Trust committed to spending £54,714 in new grant funding (£66,179 in the prior year).

To help raise the profile of the Trust and to attract more applicants, a series of online promotions took place across different social media platforms. In addition, promotional activity took place regularly through the UKFT newsletter, regular emails and at UKFT events. It has been very useful that some of the organisations that we work with have helped in our promotional activities. As an example, the Trust supported the Textile Centre of Excellence’s Awards Ceremony.

The Trust recognises the continual need to increase awareness of its remit as a potential funding body for industry relevant training and up-skilling programmes and we constantly work to ensure our name and objectives are well publicised in our target industries.

FUNDING SUPPORT

The remit of the Trust is to provide financial support to industry relevant training and upskilling initiatives across the clothing and textile industries operating within the United Kingdom. Applications are received from all sectors of the industry and the role of the Trustees is to ensure that successful applications are appropriate, sustainable and have the capacity to make a positive impact on the business concerned, or the industry as a whole.

The Trust has continued to support longer-term initiatives that support the wider industry. These include:

During the year the Trust has supported or pledged support for the following new initiatives:

CAPITB TRUST

CHAIRMAN'S STATEMENT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

TRUSTEES

During this financial year no new Trustees were appointed to the Trust. Ongoing work is underway to identify other potential future Trustees to ensure that succession plans are properly and adequately covered.

..............................

Mr A Mansell Chairman

Date: ......................... 24/10/2025

CAPITB TRUST

TRUSTEES' REPORT (INCLUDING DIRECTOR'S REPORT) FOR THE YEAR ENDED 31 MARCH 2025

The Trustees present their annual report and financial statements for the year ended 31 March 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the CAPITB Trust's governing document, the Companies Act 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)".

Objectives and activities

CAPITB Trust is an independent charitable trust whose objectives are for the promotion of education and training for the public benefit of persons employed or intended to be employed in the British apparel, textile, and allied products manufacturing industries. It was established in 1990 and succeeded the ‘Clothing and Allied Products Industry Training Board’.

It seeks to make donations each year to projects which will enhance the skills base within the British apparel, textile, and allied products (stitched products) manufacturing industries. It is a perpetual trust and envisages its continued existence while ever the need exists. The Trust has a board made up of experts from stitched product manufacturing industries and related associations.

Public benefit

The Trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the CAPITB Trust should undertake. The trustees consider the objectives and activities of the charity are of a public benefit.

Grant making policy

CAPITB Trust with various industry-leading bodies to support the development of skills in the stitched product sectors. CAPITB Trust accepts applications for grants from individuals and businesses of all sizes. The Board of industry experts considers every application and welcomes any application that demonstrates how the fund can be used to enhance the skill base of the stitched product industries.

CAPITB Trust is interested in grant applications from the following:

CAPITB Trust does not support:

CAPITB TRUST

TRUSTEES' REPORT (INCLUDING DIRECTOR'S REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

Volunteers

The Trust does not use volunteers.

Achievements and performance

Significant activities and achievements against objectives

The Trustees approved charitable grants during the year of £83,308 (2024: £61,642) and paid out £83,431 (2024: £54,455) to a number of companies and institutions as referred to in the Chairman’s statement. The trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Trust’s aims and objectives and in planning future activities.

Financial review

Unrestricted reserves on 31 March 2025 amounted to £1,786,154 (2024: £1,857,775).

The Trustees consider that the charity needs reserves to protect its currents activities, meet its day-to-day responsibilities and to ensure that it continues to operate on a going concern basis.

Trustees have examined the needs, risks and challenges faced by the charity in both the short and medium term, along with relevant financial forecasts, and have formulated a policy to meet those needs, which are satisfied by the level of reserves at the balance sheet date. The Trustees believe the reserves should be maintained at the current levels at this stage subject to investment markets fluctuations. The Trustees believe that they should support initiatives for skills training in stitched product industries.

The principal funding for the Trust is from its investment with Schroder & Co Ltd.

Full details and disclosures of the financial position are made within the financial statements.

Reserves policy

The reserves policy is to maintain as high a level of reserves as possible in order to have investments to yield income to maximise the amount of grant monies available in the pursuance of the charitable objectives. The current level of reserves provides the income to finance the current level of grant activity.

Investment policy

The Investment Policy of the Trust is to continue with the current investment with Schroders for the foreseeable future.

The policy is based on a medium/low risk strategy with a proportionate return in line with expectations.

The management of the charity’s investment fund is delegated to professional investment managers at Schroders.

The performance of the Charity’s investment with the Schroders Charity Fund is reported to the Trustees weekly and is reviewed at each Trustee meeting.

Consideration of alternative Investment Funds is done on a tri-annual basis.

Plans for future periods

The Trust will continue to consider applications for charitable grants that fall within its remit.

At the close of this year, the Trust allocated funding of £75,000 to be used for future grants as approved by the Trustees.

Risk management

The major risk to the Trust is a significant and protracted reduction in the value of the Schroder investment.

The Trustees review the valuation of the Schroder investment weekly and at each Trustee meeting.

CAPITB TRUST

TRUSTEES' REPORT (INCLUDING DIRECTOR'S REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

Structure, governance and management

Reference and administrative information set out on page 1 forms part of this report.

The company is registered in England & Wales as a charity with the Charity Commission and its charity number is 1000290. The company’s registration number is 02532032.

The CAPITB Trust is a company limited by guarantee is a company limited by guarantee governed by its Memorandum and Articles of Association dated 17 August 1990 and as amended by special resolutions dated 20 December 1999, 24 January 2013 and 29 November 2013.

The Trustees, who are also the directors for the purpose of company law, and who served during the year and up to the date of signature of the financial statements were:

Mr A Mansell Miss E Fox Mr M Jenkins Mrs B Hirsch Mr L B Dawson Ms D Hearn

Recruitment and appointment of trustees

Trustees are appointed in accordance with the Memorandum and Articles of Association.

None of the Trustees has any beneficial interest in the company. All of the Trustees are members of the company and guarantee to contribute £1 in the event of a winding up.

Organisation

The Board of Trustees meets a minimum of two times per annum in person in Spring and Autumn and online in Winter and Summer.

Induction and training of trustees

Should the need arise for any new Trustee appointment, induction and training of that person would be in line with the guidelines advised and distributed by the Charity Commission.

Remuneration policy

The Charity’s key management personnel extend only to the Trustees, who are not remunerated.

Related parties

Statements in relation to related parties are contained within the relevant notes to the financial statements

The Trustees' report was approved by the Board of Trustees.

.............................. Adam Mansell

.............................. Mr A Mansell Chairman

Date: ............................................. 24/10/2025

CAPITB TRUST

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 MARCH 2025

Unrestricted Unrestricted
funds funds
2025 2024
Notes £ £
Income from:
Charitable activities 2 115 5,885
Investments 3 71,333 71,786
Total income 71,448 77,671
Expenditure on:
Charitable activities 4 120,295 106,413
Total expenditure 120,295 106,413
Net gains/(losses) on investments 10 (22,774) 98,661
Net income/(expenditure) and movement in funds (71,621) 69,919
Reconciliation of funds:
Fund balances at 1 April 2024 1,857,775 1,787,856
Fund balances at 31 March 2025 1,786,154 1,857,775

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

CAPITB TRUST

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CAPITB TRUST

I report to the Trustees on my examination of the financial statements of CapitB Trust (the CAPITB Trust) for the year ended 31 March 2025.

Responsibilities and basis of report

As the Trustees of the CAPITB Trust (and also its directors for the purposes of company law), you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006.

Having satisfied myself that the financial statements of the CAPITB Trust are not required to be audited under Part 16 of the Companies Act 2006 and are eligible for independent examination, I report in respect of my examination of the CAPITB Trust’s financial statements carried out under section 145 of the Charities Act 2011. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Charities Act 2011.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

Audrey Williams FCCA

Dyke Yaxley Limited

1 Brassey Road Old Potts Way Shrewsbury Shropshire SY3 7FA Date: ............................ 27/10/2025

CAPITB TRUST

BALANCE SHEET

AS AT 31 MARCH 2025

2025 2024
Notes £ £ £ £
Fixed assets
Investments 12 1,685,524 1,713,445
Current assets
Debtors 13 118,750 174,636
Cash at bank and in hand 48,537 44,614
167,287 219,250
Creditors: amounts falling due within 14
one year (66,657) (74,920)
Net current assets 100,630 144,330
Total assets less current liabilities 1,786,154 1,857,775
The funds of the CAPITB Trust
Unrestricted funds 15 1,786,154 1,857,775
1,786,154 1,857,775

The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 March 2025.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The financial statements were approved by the Trustees on ......................... 24/10/2025

.............................. Adam Mansell Mr A Mansell Chairman

Company registration number 02532032 (England and Wales)

CAPITB TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

1 Accounting policies

Charity information

CapitB Trust is a private company limited by guarantee incorporated in England and Wales. The registered office is 3 Queen Square, Bloomsbury, London, WC1N 3AR.

1.1 Basis of preparation

The financial statements have been prepared in accordance with the CAPITB Trust's governing document, the Companies Act 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)". The CAPITB Trust is a Public Benefit Entity as defined by FRS 102.

The CAPITB Trust has taken advantage of the provisions in the SORP for charities not to prepare a statement of cash flows.

The financial statements are prepared in sterling, which is the functional currency of the CAPITB Trust. Monetary amounts in these financial statements are rounded to the nearest £.

The accounts have been prepared on the historical cost convention, modified to include certain financial instruments at fair value. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the Trustees have a reasonable expectation that the CAPITB Trust has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the Trustees in furtherance of their charitable objectives.

1.4 Income

Income is recognised when the CAPITB Trust is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the CAPITB Trust has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

1.5 Expenditure

Charitable activities include expenditure undertaken to further the purposes of the charity.

Grants payable are payments made to third parties in the furtherance of the charitable objects of the Trust. Single or multi-year grants are accounted for when either the recipient has a reasonable expectation that they will receive a grant and the trustees have agreed to pay the grant without any condition, or the recipient has reasonable expectation that they will receive a grant and any condition attaching to the grant is outside of the control of the Trust

Governance costs include those costs associated with meeting the constitutional and statutory requirements of the charity and include the audit and accountancy fees and costs linked to the strategic management of the company.

CAPITB TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

1 Accounting policies

(Continued)

1.6 Fixed asset investments

Fixed asset investments are initially measured at transaction price excluding transaction costs, and are subsequently measured at fair value at each reporting date. Changes in fair value are recognised in net income/(expenditure) for the year. Transaction costs are expensed as incurred.

1.7 Cash and cash equivalents

Cash and cash equivalents include cash in hand and deposits held at call with banks.

1.8 Financial instruments

The CAPITB Trust has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the CAPITB Trust's balance sheet when the CAPITB Trust becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

1.9 Taxation

The charity is exempt from corporation tax on its charitable activities.

1.10 Debtors and creditors receivable / payable within one year

Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price. Any losses arising from impairment are recognised in expenditure.

2 Income from charitable activities

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Fashion training support
Performance related grants 115 5,885

3 Income from investments

Unrestricted Unrestricted
funds funds
2025 2024
£ £
UK quoted investments 71,092 71,723
Interest receivable 241 63
71,333 71,786

CAPITB TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

4 Expenditure on charitable activities

Direct costs
Grant administration costs
Network, website & support costs
Establishment expenses
Travel and subsistence
Meeting room expenses
Sundries
Advertising
Investment portfolio fees
Grant funding of activities (see note 5)
Share of support and governance costs (see note 6)
Support
Governance
Analysis by fund
Unrestricted funds
Fashion
training
support
2025
£
27,100
591
1,642
1,156
270
102
474
5,145
36,480
80,738
1,877
1,200
120,295
120,295
Fashion
training
support
2024
£
17,501
504
1,396
2,527
-
584
724
4,858
28,094
61,642
1,902
14,775
106,413
106,413

CAPITB TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

5 Grants payable

Grants payable
Fashion Fashion
training training
support support
2025 2024
£ £
Grants to institutions:
UKFT 15,000 43,350
Golden Shears 15,000 -
Schofield Dyers 2,700 -
Invent Interior 5,500 -
Sheima Seiki - 2,120
Atsuko Kudo 2,074 -
Banana Moon 2,079 -
London Leather Workshop 4,200 -
A W Hainsworth 3,400 -
John Smedley 9,500 -
Anna Wheeler - 1,680
Bulmer & Lamb 3,400 -
Abraham Moon & Sons 4,707 -
Samuel Brothers 6,000 -
Huddersfield Textile Centre - 7,000
Other 7,178 7,492
80,738 61,642

The Trustees have set out their grant making policy in their annual report on pages 1 and 2 of these financial statements.

Grants approved in the year amounted to £83,308 (2024: £61,642).

6 Support costs allocated to activities

Support costs allocated to activities
Accountancy fees
Bank fees
Governance costs
Analysed between:
Fashion training support
2025
£
1,800
77
1,200
3,077
3,077
2024
£
1,800
102
14,775
16,677
16,677

7 Trustees

None of the Trustees (or any persons connected with them) received any remuneration from the CAPITB Trust during the year.

During the year three trustees (2024: seven trustees) were reimbursed for travel expenses totaling £1,156 (2024: £2,287)

CAPITB TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

8 Net movement in funds 2025 2024
£ £
The net movement in funds is stated after charging/(crediting):
Fees payable for the independent examination / audit of the charity's financial
statements 1,200 4,200
9 Employees
The average monthly number of employees during the year was:
2025 2024
Number Number
Total - -
There were no employees whose annual remuneration was more than £60,000.
10 Gains and losses on investments
Unrestricted Unrestricted
funds funds
2025 2024
Gains/(losses) arising on: £ £
Revaluation of investments (22,676) 98,670
Sale of investments (98) (9)
(22,774) 98,661

11 Taxation

The charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

CAPITB TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2025

12 Fixed asset investments

Listed
investments
£
Cost or valuation
At 1 April 2024
1,713,431
Additions
-
Valuation changes
(22,676)
Disposals
(5,315)
At 31 March 2025
1,685,440
Carrying amount
At 31 March 2025
1,685,440
At 31 March 2024
1,713,431
Fixed asset investments revalued
Listed investments are revalued to their market value at each year end.
13
Debtors
Amounts falling due within one year:
Other debtors
Amounts falling due after more than one year:
Other debtors
Total debtors
14
Creditors: amounts falling due within one year
Other creditors
Accruals and deferred income
Cash in
portfolio
£
14
76,381
-
(76,312)
83
83
14
2025
£
55,000
2025
£
63,750
118,750
2025
£
63,657
3,000
66,657
Total
£
1,713,445
76,381
(22,676)
(81,627)
1,685,523
1,685,523
1,713,445
2024
£
55,886
2024
£
118,750
174,636
2024
£
68,920
6,000
74,920

CAPITB TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

15 Unrestricted funds

The unrestricted funds of the charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used. These include designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes.

General funds
Previous year:
General funds
At 1 April
2024
Incoming
resources
Resources
expended
Gains and
losses
At 31 March
2025
£
£
£
£
£
1,857,775
71,448
(120,295)
(22,774)
1,786,154
At 1 April
2023
Incoming
resources
Resources
expended
Gains and
losses
At 31 March
2024
£
£
£
£
£
1,787,856
77,671
(106,413)
98,661
1,857,775

16 Related party transactions

H Smith was the company secretary up to 11 October 2023 and a director of Company Accountancy Services Ltd (CASL). Included in administrative expenses is £nil (2024: £5,775) for services provided by CASL to CAPITB Trust.

A Cannon Jones was a trustee up to 11 October 2023. A Cannon Jones was a director of the Association of Suppliers to the British Clothing Industry (ASBCI) until his resignation on 22 March 2023, and is a Freeman of the Merchant Taylors' Company. During the year CAPITB Trust paid £474 (2024: £474) to ASBCI for membership, advertising and conference costs.

A Mansell is CEO of UKFT to which CAPITB Trust paid grants of £51,250 during the 2025 financial year (2024: £32,900) and administrative expenses of £10,563 (2024: £5,545).

M Jenkins is a director of Huddersfield Textile Training Limited of which CAPITB Trust paid grants of £nil during the 2025 financial year (2024: £7,000).

L Dawson is a director of Samuel Brothers (St Paul's) Limited to which CAPITB Trust awarded a grant of £6,000 during the 2025 financial year (2024: £nil). This amount was still outstanding at the year end.

CAPITB TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

17 Management buy-out

During financial year 2022, negotiations took place between the Trustees and a Management Buy-Out team, to acquire the Trust’s interest in its subsidiary trading companies. An agreement was concluded on 24 March 2022 whereby the entire share capital of the subsidiary companies was sold to HC 1333 Limited, a company controlled by the Management Buy-Out team. HC 1333 Limited was renamed Skill Specialists Limited on 1 April 2022.

Two issues regarding the transaction had to be dealt with: -

  1. The involvement of the Chairman of Trustees in the Management Buy-Out team could have resulted in an unauthorised benefit to a Trustee. An order from the Charity Commission under s105 of the Charities Act 2011 was required to allow the deal to proceed. The Commission was satisfied that it was expedient in the interests of the Trust for the MBO to go ahead and authorised it to proceed on the terms provided to the Commission even though Mike Williams is a Trustee of CapitB Trust. The order was granted on 21 July 2021.

During the course of the transaction, the Chairman was recused and therefore took no part, on either side, in the negotiations or discussions leading to its conclusion.

  1. The disposal would be a substantial property transaction, which requires written consent from the Charity Commission pursuant to s190 Companies Act 2006 and s201 Charities Act 2011. The consent of the Charity Commission for England and Wales was obtained on 15 July 2021.

The consideration for the sale of shares in CapitB Limited (now renamed RTITB Limited) and in RTITB Limited (now renamed RTITB Properties Limited) was a basic £250,000 payable over five years, with potential further performance based payments for each of the years ending 31 March 2023 to 2027.