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2025-04-05-accounts

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CHARITY REGISTRATION NUMBER: 1120766

GLC Charitable Trust Unaudited Accounts

5 April 2025

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GLC Charitable Trust

Accounts

Year ended 5 April 2025

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

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Trustees' Annual Report

Year ended 5 April 2025

GLC Charitable Trust

The trustees present their report and the unaudited accounts of the charity for the year ended 5 April 2025.

Reference and administrative details

Registered charity name GLC Charitable Trust
Charity registration number 1120766
Principal office Flat 5
21 Kensington Court
London
W8 5DW
United Kingdom
The trustees
L Staden
N Skevington
Independent examiner Adam Fullerton FCA DChA
Moore Kingston Smith LLP
6th Floor
9 Appold Street
London
UK
EC2A 2AP
Bankers Bank of Scotland
33 Old Broad Street
London
EC2N 1HZ

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GLC Charitable Trust

Trustees' Annual Report (continued)

Year ended 5 April 2025

Objectives and Activities

The trustees hold the capital and income for the Charity upon trust to pay or apply the whole thereof to or towards or for the benefit or furtherance of such charitable purposes, and to make donations to such charitable institution or institutions as, they time to time, decide.

The Charity generally supports projects in the fields of health, welfare, education, sport and the arts.

The Charity makes grants only to registered charitable organisations or to organisations with charitable objects which are exempt from the requirement for charitable registration. No grants are made to individuals.

There have been no changes in the policies adopted by the Charity during the year.

The Charity's objectives are met in such proportion and manner as the board of trustees determine at their absolute discretion.

The trustees may, in their discretion, for the period of 21 years from the date of the Trust Deed, instead of applying the income of the Charity in any year, accumulate all or any part of such income by investing in any investments authorised by the Trust Deed or law.

The trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the Charity's aims and objectives and in planning future activities.

Achievements and Performance

During the year, the Charity made donations to 7 (2024: 12) different charitable organisations amounting in aggregate to £74,600 (2024: £117,100). The organisations include the following:

Health

Institute of Cancer Research - a UK based charity dedicated to advancing cancer treatment and understanding through innovative research and education.

Crohn's and Colitis - a UK based charity providing support to patients and families who are affected by Crohn's and Colitis.

Bliss - a UK based charity supporting newborn babies who are born premature or sick.

Education

Royal Geographic Society - a UK based charity whose purpose is the development and promotion of geographical knowledge.

The Intergenerational Foundation - a UK based charity dedicated to researching the fairness between generations.

Welfare

Under One Sky - a UK based charity who aim to use education, compassion and collaboration to end homelessness in the UK.

Project Galgo - a UK based charity who are dedicated to the rescue, rehabilitation and rehoming of Spanish Greyhounds.

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GLC Charitable Trust

Trustees' Annual Report (continued)

Year ended 5 April 2025

Financial review

Income comprises investment income of £47,595 (2024: £210,819).

During the year, the Charity made donations to 7 (2024: 12) different charitable organisations amounting in aggregate to £74,600 (2024: £117,100).

The governance costs of the Charity were £2,500 (2024: £2,581) for the year.

Total gains from the listed investments held by the Charity amounted to £34,890 (2024: loss of £19,013). Investments are held to generate a sustainable income in support of the activities of the Charity. The investments increased by 13.4% during the year.

Losses on other investments totalled £1,165,465 (2024: £nil) arising on impairment of the loan to Silver Street Private Equity Strategies SICAR as detailed in note 16.

Other losses were £1,504 (2024: £21,278) and relate to foreign currency exchange gains and losses.

Reserves Policy

Total assets less liabilities amounted to £276,536 (2024: £1,443,336) which is represented by the accumulated balance on the unrestricted income fund. The net assets of the Charity's funds are held to support the Charity's activities and to meet the management and administration costs of the Charity. The trustees will consider the granting of donations from this fund during the year ended 5 April 2026.

The trustees have reviewed the unrestricted reserves of the Charity and consider that these funds are sufficient to cover the management and administration costs for the forthcoming year.

Plans for Future Periods

The trustees will continue to adopt a policy of making donations to charitable causes having regard to the Charity's net assets from year to year. They regularly appraise new opportunities for direct charitable expenditure consistent with the Charity's overall charitable objective.

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GLC Charitable Trust

Trustees' Annual Report (continued)

Year ended 5 April 2025

Structure, governance and management

Constitution

The Charity was established by a Charitable Trust Deed dated 24 May 2007.

It is governed by the Charitable Trust Deed and by the Charities Act 2011.

The Trustees who served during the year were:

Lawrence Staden Nigel Skevington

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

Appointment of Trustees

The statutory power of appointing new or additional trustees is vested in the settlor, Mrs. June Staden, during her life. An additional trustee may be appointed at any time but the total number of trustees shall not be more than five.

Organisation

The Charity's day to day activities are managed by the Trustees who are responsible for the consideration and authorisation of the charitable donations made by the Charity.

Risk management

The trustees have assessed the major risks to which the Charity is exposed, and are satisfied that systems are in place to mitigate exposure to any such risk.

15/5/2026 The trustees' annual report was approved on .............................. and signed on behalf of the board of trustees by:

L Staden Trustee

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GLC Charitable Trust

Independent Examiner's Report to the Trustees of GLC Charitable Trust

Year ended 5 April 2025

I report to the trustees on my examination of the accounts of GLC Charitable Trust ('the charity') for the year ended 5 April 2025.

Responsibilities and basis of report

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

I report in respect of my examination of the charity's accounts 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 accounts do not accord with those records; or

  3. the accounts 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.

Adam Fullerton FCA DChA Independent Examiner

Moore Kingston Smith LLP 6th Floor 9 Appold Street London UK EC2A 2AP

15/5/2026

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GLC Charitable Trust

Statement of Financial Activities

Year ended 5 April 2025

2025 2025 2024
Unrestricted
funds Total funds Total funds
Note £ £ £
Income
Investment income 4 47,595 47,595 210,819
---------------------------- ---------------------------- --------------------------------
Total income 47,595 47,595 210,819
============================ ============================ ================================
Expenditure
Expenditure on raising funds:
Investment management costs 5 (5,216) (5,216) (10,074)
Expenditure on charitable activities 6 (77,100) (77,100) (119,681)
---------------------------- ---------------------------- --------------------------------
Total expenditure (82,316) (82,316) (129,755)
============================ ============================ ================================
Net losses on investments 9 (1,130,575) (1,130,575) (19,013)
----------------------------------------- ----------------------------------------- --------------------------------
Net (expenditure)/income (1,165,296) (1,165,296) 62,051
========================================= ========================================= ================================
Other gains / (losses) 12 (1,504) (1,504) (21,278)
----------------------------------------- ----------------------------------------- --------------------------------
Net movement in funds (1,166,800) (1,166,800) 40,773
Reconciliation of funds
Total funds brought forward 1,443,336 1,443,336 1,402,563
----------------------------------------- ----------------------------------------- -----------------------------------------
Total funds carried forward 276,536 276,536 1,443,336
========================================= ========================================= =========================================

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 16 form part of these accounts.

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GLC Charitable Trust

Balance Sheet

5 April 2025

2025 2024
Note £ £ £ £
Fixed assets
Investments 14 163,794 261,071
Current assets
Debtors 15 13,531
Investments 16 1,129,988
Cash at bank and in hand 104,011 54,677
-------------------------------- -----------------------------------------
117,542 1,184,665
Creditors: amounts falling due
within one year 17 (4,800) (2,400)
-------------------------------- -----------------------------------------
Net current assets 112,742 1,182,265
-------------------------------- -----------------------------------------
Total assets less current liabilities 276,536 1,443,336
-------------------------------- -----------------------------------------
Net assets 276,536 1,443,336
================================ =========================================
Funds of the charity
Unrestricted funds 276,536 1,443,336
-------------------------------- -----------------------------------------
Total charity funds 18 276,536 1,443,336
================================ =========================================

15/5/2026 These accounts were approved by the board of trustees and authorised for issue on ........................, and are signed on behalf of the board by:

L Staden Trustee

The notes on pages 8 to 16 form part of these accounts.

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GLC Charitable Trust

Notes to the Accounts

Year ended 5 April 2025

1. General information

The GLC Charitable Trust is an unincorporated charity governed by a trust deed and registered with the Charity Commission in England and Wales under registered number 1120766. The principal address is Flat 5, 21 Kensington Court, London, W8 5DW. The objectives of the charity are set out on page 3.

2. Statement of compliance

These accounts 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.

The financial statements have been prepared to give a ‘true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a ‘true and fair view’. This departure has involved following Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

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 measured at fair value through income or expenditure.

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

The amounts in the financial statements are presented to the nearest £, unless otherwise stated.

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

The accounting policies have been applied consistently throughout the current and preceding year.

Going concern

There are no material uncertainties about the charity's ability to continue as a going concern for at least twelve months from the date of approving the accounts. The most significant area of uncertainty that affects the charity is the level of investment return. However, the charity does not make any long term commitments and only grants donations from available funds. The accounts have been prepared on a going concern basis.

Disclosure exemptions

The charity has taken advantage of the exemption in the Charities SORP (FRS 102) from the requirement to produce a cash flow statement on the grounds that it is a small charity.

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GLC Charitable Trust

Notes to the Accounts (continued)

Year ended 5 April 2025

3. Accounting policies (continued)

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires trustees 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.

Current asset investments include loans stated at amortised cost less impairment for any unrecoverable amounts. The assessment of impairment requires the application of significant judgements and estimates, particularly where there is uncertainty over recoverability.

Foreign currencies

Foreign currency transactions are initially recorded in the functional currency, by applying the spot exchange rate as at the date of the transaction. Monetary assets and liabilities denominated in foreign currencies are translated at the exchange rate ruling at the reporting date, with any gains or losses being taken to other gains / (losses) in the statement of financial activities.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes. The charity only has unrestricted funds.

Income

All income is 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.

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank.

Interest due on loans is included when receivable.

Other investment income relates to renewal fees on the loan and is included when receivable.

Dividends are recognised once the dividend has been declared and notification has been received of the dividend due. This is normally upon notification by our investment advisor of the dividend yield of the investment portfolio.

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GLC Charitable Trust

Notes to the Accounts (continued)

Year ended 5 April 2025

3. Accounting policies (continued)

Expenditure

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably.

Expenditure on raising funds includes all costs relating to the administration of investments.

Expenditure on charitable activities includes all costs incurred by a charity in undertaking activities that further its charitable aims for the benefit of its beneficiaries, including those support costs and costs relating to the governance of the charity apportioned to charitable activities.

Support costs have been allocated between governance costs and other support costs. Governance costs comprise all costs involving the public accountability of the charity and its compliance with regulation and good practice. These costs include costs related to the statutory accounts and an apportionment of overhead and support costs. Governance and support costs relate wholly to the grant funding activities of the charity.

Grants payable are payments made to third parties in the furtherance of the charitable objectives of the charity. Unconditional grant offers are accrued once the recipient has been notified of the grant award. The notification gives the recipient a reasonable expectation that they will receive the grant. Grants awards that are subject to the recipient fulfilling performance conditions are only accrued when the recipient has been notified of the grant and any remaining unfulfilled condition attaching to that grant is outside of the control of the charity.

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

Investments

Investments are a form of basic financial instrument and are initially recognised at their transaction value and subsequently measured at their fair value as at the balance sheet date using the closing quoted market price. The Trust does not acquire put options, derivatives or other complex financial instruments.

All gains and losses are taken to the Statement of Financial Activities as they arise. Realised gains and losses on investments are calculated as the difference between sales proceeds and their opening carrying value or their purchase value if acquired subsequent to the first day of the financial year. Unrealised gains and losses are calculated as the difference between the fair value at the year end and their carrying value. Realised and unrealised investment gains and losses are combined in the Statement of Financial Activities.

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GLC Charitable Trust

Notes to the Accounts (continued)

Year ended 5 April 2025

3. Accounting policies (continued)

Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

Debtors

Prepayments are valued at the amount prepaid net of any trade discounts due.

Current asset investments

Current asset investments relate to loans stated at amortised cost less impairment for any unrecoverable amounts.

Cash at Bank

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Creditors and provision

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

4. Investment income

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Income from listed investments 10,944 10,944 7,597 7,597
Bank interest receivable 1,174 1,174 2,367 2,367
Other interest receivable 35,477 35,477 140,945 140,945
Other investment income 59,910 59,910
---------------------------- ---------------------------- -------------------------------- --------------------------------
47,595 47,595 210,819 210,819
============================ ============================ ================================ ================================

5. Investment management costs

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Administration of investments 5,216 5,216 10,074 10,074
======================= ======================= ============================ ============================

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GLC Charitable Trust

Notes to the Accounts (continued)

Year ended 5 April 2025

6. Expenditure on charitable activities by activity type

Grant funding Support Total funds Total fund
of activities costs 2025 2024
£ £ £ £
Health 54,500 54,500 25,500
Education 12,600 12,600 32,100
Welfare 7,500 7,500 17,500
Arts 32,000
Sport 10,000
Governance costs 2,500 2,500 2,581
---------------------------- ----------------------- ---------------------------- --------------------------------
74,600 2,500 77,100 119,681
============================ ======================= ============================ ================================

In the prior year, grant funding activities were £117,100 and support costs were £2,581.

Expenditure on charitable activities is wholly unrestricted in the current and prior year.

7. Analysis of support costs

Grant funding
activities Total 2025 Total 2024
£ £ £
Governance costs 2,500 2,500 2,581
======================= ======================= =======================

The charity initially identifies the cost of its support functions and the costs that relate to the governance function. These are then allocated to grant funding as this is the sole activity of the charity.

An analysis of governance costs is as follows:

2025 2024
£ £
Accountancy charges 2,400 2,400
Bank charges 100 181
--------------------------- ---------------------------
2,500 2,581
=========================== ===========================

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GLC Charitable Trust

Notes to the Accounts (continued)

Year ended 5 April 2025

8. Analysis of grants

The charity undertakes its charitable activities through grant making and awarded grants to a number of institutions in furtherance of its charitable activities.

2025 2024
£ £
Grants to institutions
Royal Marsden (Health) 25,000
Institute of Cancer Research (Health) 50,000
Crohn's & Colitis (Health) 2,000
Bliss (Health) 2,500
Combat Stress (Health) 500
Safeguarding First (Education) 10,000
Royal Geographic Society (Education) 600 600
Royal Institution (Education) 3,500
Compassion in World Farming (Welfare) 2,500
Intergenerational Foundation (Education) 12,000 18,000
Mary's Meals (Welfare) 5,000
Under One Sky (Welfare) 5,000 10,000
Project Galgo (Welfare) 2,500
Milton Keynes Gallery (Arts) 10,000
Summerhall Arts (Arts) 22,000
Kent Tennis (Sports) 10,000
---------------------------- --------------------------------
74,600 117,100
---------------------------- --------------------------------
Total grants 74,600 117,100
============================ ================================

9. Net losses on investments

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Gains/(losses) on listed investments 34,890 34,890 (19,013) (19,013)
Gains/(losses) on other investment
assets (1,165,465)
(1,165,465)
----------------------------------------- ----------------------------------------- ---------------------------- ----------------------------
(1,130,575)
(1,130,575)
(19,013) (19,013)
========================================= ========================================= ============================ ============================
Independent examination fees
2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the accounts 1,200 1,200
Other financial services 1,200 1,200
----------------------- -----------------------
2,400 2,400
======================= =======================

10. Independent examination fees

11. Trustee remuneration and expenses

None of the trustees, or persons connected with them, received any remuneration or reimbursement of expenses during the current or prior year.

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GLC Charitable Trust

Notes to the Accounts (continued)

Year ended 5 April 2025

12. Other gains / (losses)

Other gains / (losses) relates to foreign exchange gains and losses on translation of monetary assets and liabilities at the year end.

13. Taxation

The charity is exempt from tax on income and gains to the extent that these are applied to its charitable objects.

14. Investments

Listed
investments
£
Cost or valuation
At 6 April 2024 261,071
Additions 178,839
Disposals (311,006)
Fair value movements 34,890
--------------------------------
At 5 April 2025 163,794
================================
Carrying amount
At 5 April 2025 163,794
================================
At 5 April 2024 261,071
================================

All investments shown above are held at valuation.

Financial assets held at fair value

Investments in equities and bonds are all traded in quoted public markets, primarily the London Stock Exchange. The basis of fair value for quoted investments is equivalent to the market value, using the bid price. Asset sales and purchases are recognised at the date of trade at cost (that is their transaction value).

15. Debtors

2025 2024
£ £
Prepayments and accrued income 13,531
============================ ==============
16. Investments
2025 2024
£ £
Loans 1,129,988
============== =========================================

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GLC Charitable Trust

Notes to the Accounts (continued)

Year ended 5 April 2025

16. Investments (continued)

The charity made an unsecured loan of £1,129,988 ($1,430,000) (2024: £1,129,988) to Silverstreet Private Equity Strategies SICAR. Interest is charged on the loan at a rate of 1% per month, equivalent to an annualised interest rate of 12.7% and is payable quarterly. The loan was repayable on or before 30 June 2024. Interest of £35,477 accrued on the loan during the year ended 5 April 2025.

Silver Street Private Equity Strategies SICAR went into voluntary liquidation on 30 June 2024.

On 17 April 2026, the SICAR entered insolvency proceedings and the trustees consider the loan is therefore impaired to £nil. An amount of £1,165,465 has been provided for.

17. Creditors: amounts falling due within one year

2025 2024
£ £
Accruals and deferred income 4,800 2,400
======================= =======================

18. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At Gains and At
6 April 2024 Income Expenditure losses 5 April 2025
£ £ £ £ £
General funds 1,443,336 47,595 (83,820) (1,130,575)
276,536
========================================= ============================ ============================ ========================================= ================================
At Gains and At
6 April 2023 Income Expenditure losses 5 April 2024
£ £ £ £ £
General funds 1,402,563 210,819 (151,033) (19,013)
1,443,336
========================================= ================================ ================================ ============================ =========================================

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GLC Charitable Trust

Notes to the Accounts (continued)

Year ended 5 April 2025

19. Analysis of net assets between funds

Unrestricted Total Funds
Funds 2025
£ £
Investments 163,794 163,794
Current assets 117,542 117,542
Creditors less than 1 year (4,800)
(4,800)
-------------------------------- --------------------------------
Net assets 276,536 276,536
================================ ================================
Unrestricted Total Funds
Funds 2024
£ £
Investments 261,071 261,071
Current assets 1,184,665 1,184,665
Creditors less than 1 year (2,400)
(2,400)
----------------------------------------- -----------------------------------------
Net assets 1,443,336 1,443,336
========================================= =========================================

20. Related parties

No transactions with related parties were undertaken such as are required to be disclosed under FRS 102 and Charities SORP (FRS 102).

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