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2024-11-14-accounts

Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

CHARITY REGISTRATION NUMBER: 1083839

THE McGRATH CHARITABLE TRUST UNAUDITED FINANCIAL STATEMENTS

14 NOVEMBER 2024

COHEN ARNOLD Chartered accountants New Burlington House 1075 Finchley Road London NW11 0PU

Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

FINANCIAL STATEMENTS

YEAR ENDED 14 NOVEMBER 2024

Page
Trustees' annual report 1
Independent examiner's report to the trustees 5
Statement of financial activities 6
Statement of financial position 7
Notes to the financial statements 8

Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST TRUSTEES' ANNUAL REPORT

YEAR ENDED 14 NOVEMBER 2024

The trustees present their report and the unaudited financial statements of the charity for the year ended 14 November 2024.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered charity name The McGrath Charitable Trust Charity registration number 1083839 Principal office 19 Elm Avenue London W5 3XA

The trustees Mr K D McGrath - Chair Mrs K A McGrath - Vice Chair Mr J Braggins Miss OJ McGrath Mr C S McGrath Independent examiner David Goldberg FCA DChA New Burlington House 1075 Finchley Road London NW11 0PU

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The official name of the charity is The McGrath Charitable Trust. The charity is governed by its Trust Deed and was formed on the 15th November 2000.

Appointment, Training and Recruitment of Trustees

All current trustees are honorary members. The trustees administer the day-to-day affairs of the charity.

It is not the intention of the trustees of the charity to appoint any new trustees. Should the situation change in the future, the trustees will apply suitable recruitment training and induction procedures.

None of the trustees have any beneficial interest in the charity.

Risk management

The trustees have identified and reviewed the major risks to which the charity is exposed, in particular those related to the operations and finance of the charity, and are satisfied that systems are in place to mitigate those risks.

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

TRUSTEES' ANNUAL REPORT (continued)

YEAR ENDED 14 NOVEMBER 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT (continued)

Financial risk management and policies

The charity holds or issues financial instruments in order to achieve two main objectives being:

a) to finance its operations b) to generate funds

In addition, various financial instruments (e.g. other debtors, other creditors, accruals and prepayments) arise directly from the charity's operations.

Credit risk

The charity monitors credit risk closely and considers that its current policies of credit risk checks meet its objectives of managing exposure to credit risk.

Amounts shown in the balance sheet represent the maximum credit exposure in the event other parties fail to perform their obligations under the financial instruments.

It is recognised that systems can only provide reasonable but not absolute assurance that major risks have been adequately managed.

Objectives and activities

The Trust has the following objects.

(i) the relief of persons in any part of the world suffering from cancer or other terminal diseases and the provision of amenities in the interests of social welfare of recreational activities for such persons and the relief of financial distress of the dependents of such patients or of deceased patients.

(ii) the relief in cases of aged and impotent, the support of distressed or impoverished people of all ages in any part of the world and the support of any institutions devoted to the care and protection of such persons.

(iii) the advancement of education and gifts for the establishment and/or support of schools of colleges and hospitals and the support of research into the causes and treatment of cancer and other life-threatening diseases provided the useful results of such research be published.

Aims, Objectives and Activities for Public Benefit

The trustees confirm that they have referred to guidelines contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning future activities and setting the grant making policies for the year.

The charity was set up to support people with major life-threatening diseases. The trustees identify institutions and organisations which meet its criteria and regularly support a number of those institutions and organisations, which themselves are growing with a view to achieving the objects of the charity and in doing so the charity has complied with its duty to act for the public benefit in accordance with Section 4 of the Charities Act 2011.

The charity makes grants and donations to other charitable organisations, which accord with the objects of the charity.

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THE McGRATH CHARITABLE TRUST

TRUSTEES' ANNUAL REPORT (continued)

YEAR ENDED 14 NOVEMBER 2024

Achievements and performance

During the year, the charity continued support and funding of charitable organisations.

Included in the various charities supported were:

Financial review

A total of £48,501 (2023: £51,274) was distributed to charitable organisations during the year. The Financial Statements together with the notes thereon, fully reflect the financial results of the Trust's activities for the year ended 14 November 2024.

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

TRUSTEES' ANNUAL REPORT (continued)

YEAR ENDED 14 NOVEMBER 2024

Plans for future periods

The charity plans continuing the activities outlined above in the coming years subject to incoming resources being maintained at a satisfactory level.

Grant making policy

Grants are made to charitable institutions and organisations which conform to the objects of the charity after the trustees have satisfied themselves as to the bona fides of the recipients.

Reserves policy

It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, at a level which the trustees think appropriate after considering the future commitments of the charity and the likely administrative costs of the charity for the next year. As at 14th November 2024 the charity had funds of £77,656 (2023: £64,739) all of which were unrestricted.

Fixed Assets

The movements in investments are fully reflected in the note 13 to the financial statements. The charity plans continuing the activities outlined above in the coming years subject to incoming resources being maintained at a satisfactory level.

The trustees' annual report was approved on 27 February 2025 and signed on behalf of the board of trustees by:

MR K D MCGRATH - CHAIR

Trustee

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE McGRATH CHARITABLE TRUST

YEAR ENDED 14 NOVEMBER 2024

I report to the trustees on my examination of the financial statements of The McGrath Charitable Trust ('the charity') for the year ended 14 November 2024.

Responsibilities and basis of report

As the trustees of the charity, you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity's financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

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

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair' view which is not a matter considered as part of an independent examination.

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 accounts to be reached.

DAVID GOLDBERG FCA DCHA [DavidDocuSignedBC6977A458CD499... Lallbery by: Independent Examiner

New Burlington House 1075 Finchley Road London NW11 0PU

27 February 2025

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

STATEMENT OF FINANCIAL ACTIVITIES

YEAR ENDED 14 NOVEMBER 2024

2024 2023
Unrestricted
fundsTotal funds Total funds
Note £ £ £
INCOME AND ENDOWMENTS
Donations and legacies 4 62,500 62,500 62,500
Investment income 5 718 718
───────── ───────── ─────────
TOTAL INCOME 63,218 63,218 62,500
═════════ ═════════ ═════════
Expenditure
Expenditure on charitable activities 6,7 (50,301) (50,301) (53,163)
───────── ───────── ─────────
TOTAL EXPENDITURE (50,301) (50,301) (53,163)
═════════ ═════════ ═════════
───────── ───────── ─────────
NET INCOME AND NET MOVEMENT IN FUNDS 12,917 12,917 9,337
═════════ ═════════ ═════════
RECONCILIATION OF FUNDS
Total funds brought forward 64,739 64,739 55,402
───────── ───────── ─────────
TOTAL FUNDS CARRIED FORWARD 77,656 77,656 64,739
═════════ ═════════ ═════════

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

The notes on pages 8 to 14 form part of these financial statements.

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

STATEMENT OF FINANCIAL POSITION

14 NOVEMBER 2024

2024 2023
Note £ £ £
CURRENT ASSETS
Cash at bank and in hand 79,456 66,539
CREDITORS: amounts falling due within one
year 14 (1,800) (1,800)
───────── ─────────
NET CURRENT ASSETS 77,656 64,739
───────── ─────────
TOTAL ASSETS LESS CURRENT LIABILITIES TOTAL ASSETS LESS CURRENT LIABILITIES 77,656 64,739
───────── ─────────
NET ASSETS 77,656 64,739
═════════ ═════════
FUNDS OF THE CHARITY
Unrestricted funds 77,656 64,739
───────── ─────────
TOTAL CHARITY FUNDS 15 77,656 64,739
═════════ ═════════

These financial statements were approved by the board of trustees and authorised for issue on 27 February 2025, and are signed on behalf of the board by:

MR K D MCGRATH - CHAIR

Trustee

The notes on pages 8 to 14 form part of these financial statements.

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 14 NOVEMBER 2024

1. GENERAL INFORMATION

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is 19 Elm Avenue, London, W5 3XA.

2. STATEMENT OF COMPLIANCE

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the 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) (Charities SORP (FRS 102)) and the Charities Act 2011.

3. ACCOUNTING POLICIES

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The Charity meets the definition of a public benefit entity under FRS 102.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Income

All donations are recognised in the Statement of Financial Activities (SOFA) of the Charitable Company when the charity has unconditional entitlement to the resources. Donations represent voluntary amounts received during the year.

All other income is recognised on a receivable basis. This includes income from investments and deposits, rentals from property assets, and grants and donations received by the Charitable Company and Group.

Governance Costs

Governance costs include costs of the preparation and audit of financial statements and cost of any legal advice to Trustees on governance or constitutional matters and is recognised on an accrual basis.

Liability Recognition

Creditors are recognised as soon as there is a present obligation committing the entity to pay out resources, it is probable that a transfer of economic benefits will be required in settlement and the amount can be measured or estimated reliably.

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 14 NOVEMBER 2024

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

There are no material judgements, estimates and assumptions that affect the amounts reported.

Income tax

The Charity is not liable to direct taxation (Income Tax) on its income which falls within the various exemptions available to registered charities. As a result, no Deferred tax is provided on timing differences. The Charity is not registered for Value Added Tax (VAT) and is therefore unable to reclaim any input tax it suffers on its purchases. Expenditure in the accounts is therefore shown inclusive of VAT where appropriate.

Fund accounting

General unrestricted funds comprise the accumulated surplus or deficit on income and expenditure account. They are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity.

Restricted funds are funds subject to specific restricted conditions imposed by donors. There are no restricted funds as at the Balance Sheet date.

Designated funds are funds which have been set aside at the discretion of the Trustees for specific purposes. There are no designated funds as at the Balance Sheet date.

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 14 NOVEMBER 2024

3. ACCOUNTING POLICIES (continued)

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Tangible assets

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other recognised gains and losses, unless it reverses a charge for impairment that has previously been recognised as expenditure within the statement of financial activities. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other recognised gains and losses, except to which it offsets any previous revaluation gain, in which case the loss is shown within other recognised gains and losses on the statement of financial activities.

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Fixtures and Fittings

Impairment of fixed assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date.

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 14 NOVEMBER 2024

3. ACCOUNTING POLICIES (continued)

Impairment of fixed assets (continued)

For the purposes of impairment testing, when it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cash-generating unit to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that largely independent of the cash inflows from other assets or groups of assets.

For impairment testing of goodwill, the goodwill acquired in a business combination is, from the acquisition date, allocated to each of the cash-generating units that are expected to benefit from the synergies of the combination, irrespective of whether other assets or liabilities of the charity are assigned to those units.

Financial instruments

A financial asset or a financial liability is recognised only when the entity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs, unless the arrangement constitutes a financing transaction, where it is recognised at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

Debt instruments are subsequently measured at amortised cost.

4. DONATIONS AND LEGACIES

Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
DONATIONS
Donations 62,500 62,500 62,500 62,500
═════════
═════════
═════════ ═════════

5. INVESTMENT INCOME

INVESTMENT INCOME
Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Bank interest receivable 718 718
════
════
════ ════
EXPENDITURE ON CHARITABLE ACTIVITIES BY FUND TYPE
Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Donations made 48,501 48,501 51,274 51,274
Support costs 1,800 1,800 1,889 1,889
─────────
─────────
───────── ─────────
50,301 50,301 53,163 53,163
═════════
═════════
═════════ ═════════

6. EXPENDITURE ON CHARITABLE ACTIVITIES BY FUND TYPE

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 14 NOVEMBER 2024

7. EXPENDITURE ON CHARITABLE ACTIVITIES BY ACTIVITY TYPE

Activities
undertaken Total funds Total fund
directly Support costs 2024 2023
£ £ £ £
Donations made 48,501
1,800
50,301 53,163
═════════
═══════
═════════ ═════════
The composition of donations is shown below.
2024 2023
£ £
Cancer Research UK 10,000 10,000
First Flight Media Limited 7,000
GSA Saen McGrath Scholarships - University of Surrey 7,000 7,000
London South Bank University 5,000
Macmillan Cancer Support 10,000 10,000
Onwards and Upwards 5,000
Donations less than £3,500 16,501 12,274
───────── ─────────
Total 48,501 51,274
═════════ ═════════
8. ANALYSIS OF SUPPORT COSTS
Accountancy
Fees Total 2024 Total 2023
£ £ £
Support costs 1,800 1,800 1,889
═══════ ═══════ ═══════
9. NET INCOME
Net income is stated after charging/(crediting):
2024 2023
£ £
Depreciation of tangible fixed assets 89
════ ════
10. INDEPENDENT EXAMINATION FEES
2024 2023
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 1,800 1,800
═══════ ═══════
11. STAFF COSTS

The charity did not meet any individual expenses incurred by the trustees for services provided to the charity.

The average head count of employees during the year was Nil (2023: Nil).

No employee received employee benefits of more than £60,000 during the year (2023: Nil).

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 14 NOVEMBER 2024

12. TRUSTEE REMUNERATION AND EXPENSES

The charity has no staff other than the five trustees, all of whom give freely of their time and expertise without any form of remuneration or other benefit in cash or kind (2023: £Nil).

The charity did not meet any expenses (2023: £Nil) incurred by the trustees for services provided to the charity.

13. TANGIBLE FIXED ASSETS

TANGIBLE FIXED ASSETS
Fixtures and
fittings Total
£ £
Cost
At 15 November 2023 and 14 November 2024 6,600 6,600
═══════ ═══════
Depreciation
At 15 November 2023 and 14 November 2024 6,600 6,600
═══════ ═══════
Carrying amount
At 14 November 2024
═══════ ═══════
At 14 November 2023
═══════ ═══════
CREDITORS: amounts falling due within one year
2024 2023
£ £
Accruals and deferred income 1,800 1,800
═══════ ═══════

14. CREDITORS: amounts falling due within one year

15. ANALYSIS OF CHARITABLE FUNDS

Unrestricted funds

Unrestricted funds
At At
15 November 14 November
2023 Income Expenditure 2024
£ £ £ £
General funds 64,739 63,218 (50,301) 77,656
═════════ ═════════ ═════════ ═════════
At At
15 November 14 November
2022 Income Expenditure 2023
£ £ £ £
General funds 55,402 62,500 (53,163) 64,739
═════════ ═════════ ═════════ ═════════

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Docusign Envelope ID: B2E5C422-C831-4584-B1D0-645B7416D05F

THE McGRATH CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 14 NOVEMBER 2024

16. ANALYSIS OF NET ASSETS BETWEEN FUNDS

Unrestricted Total Funds
Funds 2024
£ £
Current assets 79,456 79,456
Creditors less than 1 year (1,800)
(1,800)
───────── ─────────
Net assets 77,656 77,656
═════════ ═════════
Unrestricted Total Funds
Funds 2023
£ £
Tangible fixed assets
Current assets 66,539 66,539
Creditors less than 1 year (1,800)
(1,800)
───────── ─────────
Net assets 64,739 64,739
═════════ ═════════

17. RELATED PARTIES

During the year Mr K D McGrath, a trustee of the Trust, donated £62,500 (2023: £62,500) to the charity. Gift Aid reclaimable on the donation to the charity is included in the amount received.

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