Charity Number: 1128825
## The Mark Anthony Trust
Report and financial statements
For the year ended 31 March 2025
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The Mark Anthony Trust Reference and administration information
## **Charity number**
1128825
## **Registered office and operational address**
12 Clarendon Road
London
W11 3AB
## **Trustees**
Trustees who served during the year and up to the date of this report were as follows:
Henry Maxey
Claire Maxey
Rima Abillama Yared
## **Investment Fund Manager**
Ruffer LLP
## **Independent Examiner**
Patrick Morrello ACA
Third Sector Accountancy Ltd
Holyoake House
Hanover Street
Manchester M60 0AS
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## The Mark Anthony Trust Trustees’ annual report for the year ended 31 March 2025
The trustees present their report and the unaudited financial statements for the year ended 31 March 2025.
Reference and administrative information set out on page 1 forms part of this report. The financial statements comply with current statutory requirements, the memorandum and articles of association and the Statement of Recommended Practice - Accounting and Reporting by Charities: SORP applicable to charities preparing their accounts in accordance with FRS 102.
## **Objectives and activities**
The objectives of the charity in accordance with the Trust Deed established in 2008 are: “The promotion of such exclusively charitable purposes as the Trustees shall from time to time determine”.
The Trustees have defined a particular interest in Education, more specifically:
- Education of girls and women
- Education for sustainability (e.g. with regards to Climate Change)
- Education and research in the field of economics
The Trustees meet their objectives through making donations to UK registered charities that deliver programmes in the above areas. The Trust is not in a position to review unsolicited funding applications.
Trustees have agreed that the Mark Anthony Trust will restrict its activities to supporting a small number of charities, with a view to developing a close involvement with each and with the aim that funding will be on a three year cycle (subject to ongoing due diligence and review).
This approach is highlighted in recent activities as follows:
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## The Mark Anthony Trust Trustees’ annual report for the year ended 31 March 2025
Street Child has been a beneficiary of the Trust since 2015. Thanks to a strong understanding of the work of the charity, trustees have been able to support pilot programmes as well as emergency appeals (including during COVID, and for Afghanistan and subsequently Ukraine and Syria). The Trust was a matched funder for Street Child’s highly successful Christmas Appeal in 2023 and continued to support Street Child this FY (see below).
In 2017, the Trust identified CHASE Africa as a small but ambitious charity with a highly effective approach to extending the reach of family planning education and provision in hard-to-reach areas of Kenya. Since then the Trust has supported CHASE to grow the number of partners that it works with in Kenya, but also to extend into neighbouring Uganda and Tanzania. The Trust has supported many aspects of CHASE’s organisational development including through funding increased fundraising resources, greater monitoring and evaluation capability, and also the appointment of a salaried CEO and transition to a Charitable Incorporation Organisation (CIO). Last year CHASE undertook a successful rebranding and website upgrade, and the Trust supported the charity’s Christmas appeal. The Trust continued to support CHASE Africa this FY (see below)
In 2022 the Trust started to support AMREF on account of its Sexual and Reproductive Health and Rights programming and its Africa-led model. The nature of AMREF’s work, how it is delivered, and whom it targets overlaps considerably with the Trust’s other beneficiaries and trustees determined that working more closely with AMREF offered opportunities to share experience and ideas and to connect organisations and people. This came to life in 2023 when AMREF participated in CHASE’s annual conference in Kenya, a year in which the Trust continued to support AMREF and its One Health approach. The Trust continued to support AMREF this FY (see below)
Also in 2022, Trustees identified Tackle as an organisation that is aligned with the Trust’s objectives and proceeded to undertake detailed due diligence before supporting a programme in Burkina Faso in 2023. Tackle has developed a detailed programme aimed at providing Sexual and Reproductive Health and Rights education during football training, through a network of coaches that it trains and supports. This focuses on hard-to-reach youth, and engages with girls as much as boys. The trust has committed to continue its support for Tackle in this FY (see below)
During FY 2024-2025 the Trust made donations to Street Child, CHASE Africa, AMREF and Tackle, four
organisations that had benefitted from prior donations. In addition, the Trust made donations to two new organisations: Code Brave and War Child.
The trustees review the aims, objectives and activities of the charity each year. This report looks at what the charity has achieved and the outcomes of its work in the reporting period. The trustees report the success of each key activity and the benefits the charity has brought to those groups of people that it is set up to help. The review also helps the trustees ensure the charity's aims, objectives and activities remained focused on its stated purposes.
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## The Mark Anthony Trust
## Trustees’ annual report for the year ended 31 March 2025
The trustees 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 its future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives that have been set.
## **Achievements and performance**
The charity's main activities, undertaken to further the Mark Anthony Trust’s charitable purposes, involved unrestricted funding to the following organisations this year:
**Street Child** : Trustees continued to engage with the Street Child CEO and senior management team as the organisation celebrated its 15[th] anniversary. The charity is successfully attracting institutional funding (e.g, United Nations) to grow the scale and reach of its programmes while also continuing to advocate for situations that are often overlooked such as that in South Sudan. A current flagship programme that exemplifies the SC approach is EFECT (Education for Every Child Today) which aims to enable 96,000 vulnerable primary school aged children to access education in Sierra Leone, Liberia and Nigeria.
**CHASE Africa** : The past year has seen many milestones at CHASE Africa, including the appointment of an experienced new Chair of the Board of trustees, and a Kenya based regional programmes manager. The charity continues to be highly effective in supporting the capacity development of local partners in Kenya, Uganda and Tanzania and is developing innovative partnerships with conservation organisations to deliver health services to last mile communities in rural environments. CHASE Africa met its Christmas Appeal target and its small team continues to deliver in line with its strategy.
**AMREF:** Trustees have continued to engage with AMREF’ UK team, meeting the new Head of Programmes and Strategic Partnerships as well as both the new Programmes and Philanthropy managers. AMREF’s One Health approach and focus on pragmatic grassroots initiatives delivered by local partners aligns with the Trust’s focus on women and girls especially with regards to child and maternal health.
**Tackle:** This year the Trust was able to build upon previous work in Burkina Faso by supporting a pilot programme focusing more specifically on menstrual health using the Tackle sports for development through football approach. Trustees received regular updates on this including through calls with the local team. The opportunity for Tackle to deepen its relationship with its Burkina partner has been of great value and the use of football-based drills to demystify menstrual health found to be highly effective.
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## The Mark Anthony Trust Trustees’ annual report for the year ended 31 March 2025
**Code Brave:** Trustees started to research the Code Brave Foundation in the prior financial year, and, following extensive meetings with the senior team and calls with referees, determined that the Trust would support the charity this year. Code Brave offers coding classes to under-privileged children across Lebanon, including many who are refugees whose educational prospects are otherwise very poor. Its model is to train (and subsequently support) teachers to deliver classes, while seeking donations for laptops and running incredibly frugally.
**War Child:** Trustees contacted War Child to better understand the work of the charity in the current context of multiple conflicts. War Child’s detailed and subtle understanding of the challenges of different environments was impressive, as was its impact in helping to address the trauma of children. Trustees spent time with the senior team as well as speaking to referees and determined to support War Child for the combination of its work on the ground and for its advocacy.
## **Financial review**
The Trust’s investment income is derived from a gift in 2009 of 100 Shares in Ruffer Investment Management Limited, a private, unquoted fund management firm. The shares are not quoted or readily transferable and have not been valued in the Trust’s accounts. The Trustees anticipate that these shares may produce a dividend of £100,000 to £200,000 a year.
The Trust’s only other sources of income are likely to be bank interest, dividend income on liquid investments and gifts from benefactors. The Trust is registered for Gift Aid.
In the FY ended 31 March 2025, the Mark Anthony Trust received dividend income from Ruffer Investment Management Limited of £120,000 down from £160,769 the prior year.
The Trust does not employ any members of staff and nor does it make any financial commitments to beneficiaries. The Trust nonetheless aims to hold sufficient funds in reserve to fund beneficiaries at a similar level over a 3 year cycle.
## **Structure, governance and management**
The organisation is a charitable trust, formed in 2008 and registered as a charity on 25th March 2009.
The charity was established under a memorandum of association which established the objects and powers of the charity and is governed under its articles of association.
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## The Mark Anthony Trust Trustees’ annual report for the year ended 31 March 2025
The trust received its first distributable cash income in January 2010, and as of March 2012 the Trust had accumulated enough funds to consider grants.
The trustees have no beneficial interest in the charity.
All trustees give their time voluntarily and receive no benefits from the charity.
## **Related parties and relationships with other organisations**
Henry Maxey, a Mark Anthony Trust trustee, is a partner of Ruffer LLP. Ruffer LLP holds and administers Mark Anthony Trust funds on an entirely pro-bono basis. Trustees are satisfied that this does not present a conflict.
Claire Maxey, a Mark Anthony Trust trustee, is also a trustee of CHASE Africa, a beneficiary of the Trust. Trustees are satisfied that the Trust manages this appropriately.
## **Statement of responsibilities of the trustees**
The trustees are responsible for preparing the trustees’ annual report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
Charity law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charity for that period. In preparing these financial statements, the trustees are required to:
- Select suitable accounting policies and then apply them consistently
- Observe the methods and principles in the Charities SORP
- Make judgements and estimates that are reasonable and prudent
- State whether applicable UK Accounting Standards and statements of recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements
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## The Mark Anthony Trust
## Trustees’ annual report for the year ended 31 March 2025
- Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation
The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the accounting standards. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The trustees’ annual report has been approved by the trustees on date and signed on their behalf by
Claire Maxey
Chair
13 / 11 / 2025
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The Mark Anthony Trust
Independent examiner’s report to the trustees for the year ended 31 March 2025
I report on the accounts of the charity for the year ended 31 March 2025 set out on pages 7 to 14.
## **Respective responsibilities of trustees and examiner**
The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (“the Charities Act”) and that an independent examination is needed.
It is my responsibility to:
- examine the accounts under section 145 of the Charities Act,
- to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
- to state whether particular matters have come to my attention.
## **Basis of independent examiner’s statement**
My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
## **Other matters**
Your attention is to drawn to the fact that the charity has prepared the accounts (financial statements) in accordance with 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) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has been withdrawn.
We understand that this has been done in order for the accounts to provide a true and fair view in accordance with the Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.
## **Independent examiner's statement**
In connection with my examination, no matter has come to my attention:
1. which gives me reasonable cause to believe that, in any material respect, the requirements:
- to keep accounting records in accordance with section 130 of the Charities Act; and
- to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
have not been met; or
2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
## D Worrello
13 / 11 / 2025
Patrick Morrello ACA Third Sector Accountancy Limited Holyoake House Hanover Street Manchester, M60 0AS
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## The Mark Anthony Trust
## Statement of Financial Activities
(including Income and Expenditure account) for the year ended 31 March 2025
|Unrestricted
funds
Note
£
Income from:
Investments
3
120,140
Total income
120,140
Expenditure on:
Raising funds
-
Charitable activities
4
150,750
Total expenditure
150,750
(30,610)
-
14,622
5
(15,988)
Transfer between funds
-
Net movement in funds for the year
(15,988)
Reconciliation of funds
Total funds brought forward
246,695
Total funds carried forward
230,707
Net income/(expenditure) before net
gains/(losses) on investments
Realised gains/(losses) on investments
Unrealised gains/(losses) on investments
Net income/(expenditure) for the year|Restricted
funds
£
-
-
-
-
-
-
-
-
-
-
-
-
-|Total funds
2025
£
120,140
120,140
-
150,750
150,750
(30,610)
-
14,622
(15,988)
-
(15,988)
246,695
230,707|_Unrestricted_
_funds_
_£_
_160,978_
_160,978_
-
_90,750_
90,750
70,228
_(9,117)_
61,111
_-_
61,111
_185,584_
246,695|_Restricted_
_funds_
_£_
_-_
_-_
-
_-_
-
-
-
-
-
-
-|_Total funds_
_2024_
_£_
_160,978_
_160,978_
-
_90,750_
90,750
_70,228_
_-_
_(9,117)_
_61,111_
_-_
_61,111_
_185,584_
_246,695_|
|---|---|---|---|---|---|
The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.
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The Mark Anthony Trust
## Balance sheet as at 31 March 2025
|Note||2025|||_2024_||
|---|---|---|---|---|---|---|
||£||£|_£_||_£_|
|Fixed assets|||||||
|Investments
10|||231,456|||_247,444_|
|Total fixed assets
Current assets
Cash at bank and in hand|-||231,456|_-_||_247,444_|
|Total current assets
Liabilities
Creditors: amounts falling
due in less than one year
11|-
(749)|||_-_
_(751)_|||
|Net current assets|||(749)|||_(751)_|
|Total assets less current liabilities|||230,707|||_246,693_|
|Net assets|||230,707|||_246,693_|
|The funds of the charity:
Unrestricted income funds
12|||230,707|||_246,694_|
|Total charity funds|||230,707|||_246,694_|
The notes on pages 9 to 14 form part of these accounts.
Approved by the trustees on _____________________ and signed on their behalf by: 13 / 11 / 2025
Claire Maxey (Trustee)
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The Mark Anthony Trust
## Notes to the accounts for the year ended 31 March 2025
## 1 Accounting policies
The principal accounting policies adopted, judgments and key sources of estimation uncertainty in the preparation of the financial statements are as follows:
## a Basis of preparation
The financial statements have been prepared in accordance with 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) issued in October 2019 - (Charities SORP (FRS 102), and the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
The Mark Anthony Trust meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note.
The financial statements are presented in sterling which is the functional currency of the charity and rounded to the nearest £ sterling.
## b Judgments and estimates
The trustees have made no key judgments which have a significant effect on the accounts.
The trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amount of assets and liabilities within the next reporting period.
## c Preparation of the accounts on a going concern basis
The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern.
## d Income
Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably. The investment management is provided on a pro bono basis by Ruffer LLP of 80 Victoria St London, however it is not possible to determine the value so is not recognised as income in the accounts.
## e Interest receivable
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.
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The Mark Anthony Trust
Notes to the accounts for the year ended 31 March 2025 (continued)
## f Fund accounting
Unrestricted funds are available to spend on activities that further any of the purposes of charity.
Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose.
Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity’s work or for specific projects being undertaken by the charity.
## g Fixed asset 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 statement of financial activities includes the net gains and losses arising on revaluation and disposals throughout the year.
The Charity does not acquire put options, derivatives or other complex financial instruments. The main form of financial risk faced by the charity is that of volatility in equity markets and investment markets due to wider economic conditions, the attitude of investors to investment risk, and changes in sentiment concerning equities and within particular sectors or sub sectors.
## h Cash at bank and in hand
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.
## i Creditors and provisions
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.
## j 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 with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.
## 2 Legal status of the charity
The charity is a charitable trust and has no share capital. The registered office address is disclosed on page 1.
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The Mark Anthony Trust
## Notes to the accounts for the year ended 31 March 2025 (continued)
|3
Investment income
Income from bank deposits
Dividends received
Revaluation surplus on investments
All investment income is unrestricted.
4
Analysis of expenditure on charitable activities
Donations
5
Net income/(expenditure) for the year
This is stated after charging/(crediting):
6
**Grants paid**
Amref Health Africa
Street Child
Chase Africa
Tackle Africa
Code Brave Foundation
War Child
Family Empowerment Media
Governance costs - accountancy and independent
examination
Independent examiner's fee|2025
£
140
120,000
14,622
134,762
2025
£
150,000
750
150,750
2025
£
751
2025
£
15,000
25,000
25,000
25,000
35,000
25,000
150,000|_2024_
_£_
_209_
_160,769_
_(9,117)_
_151,861_
_2024_
_£_
_90,000_
_750_
_90,750_
_2024_
_£_
751
_2024_
_£_
_15,000_
_25,000_
_25,000_
_-_
_-_
25,000
90,000|
|---|---|---|
No grants are made to individuals. Descriptions of the grant-funded activities are contained in the Trustees' Report.
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The Mark Anthony Trust
Notes to the accounts for the year ended 31 March 2025 (continued)
## 7 Staff costs
There are no employees (2024: Nil).
- 8 Trustee remuneration and expenses, and related party transactions
Neither the management committee nor any persons connected with them received any remuneration or reimbursed expenses during the year (2024: Nil).
Henry Maxey, a Mark Antony Trust trustee, is a partner of Ruffer LLP. Ruffer LLP holds and administers Mark Anthony Trust funds on an entirely pro-bono basis. The value of this service is not known and so has not been reflected in the accounts.
Claire Maxey, a trustee, was also a trustee of CHASE Africa. During the period the charity donated £25,000 to Chase Africa..
Other than the above, there are no donations from related parties which are outside the normal course of business and no restricted donations from related parties.
No trustee or other person related to the charity had any personal interest in any contract or transaction entered into by the charity, including guarantees, during the year (2024: nil).
## 9 Corporation tax
The charity is exempt from tax on income and gains falling within Chapter 3 of Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. No tax charges have arisen in the charity.
## 10 Investments
|Add: additions to investments at cost
Disposals at carrying value
Add net gain/(loss) on revaluation
Unlisted investments, at cost
100 1p shares in Ruffer Management Limited
Total investments
Market value at the end of the year
Market value at the start of the year
Listed investments, at fair value|2025
£
247,444
120,140
(150,750)
14,622
231,456
1
231,457|_2024_
_£_
_153,045_
_169,236_
_(65,720)_
_(9,117)_
_247,444_
1
247,445|
|---|---|---|
The listed investments are all carried at fair value and are all traded in quoted public markets. The unlisted investments are stated at their nominal value as their fair value is unknown. The unlisted investement produces the dividends disclosed in note 3.
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The Mark Anthony Trust
## Notes to the accounts for the year ended 31 March 2025 (continued)
- 11 Creditors: amounts falling due within one year
|2025
_2024_
£
_£_
Other creditors and accruals
749
_751_
749
_751_
Analysis of movement in unrestricted funds
Balance at
1 April
2024
Income
Expenditure
Transfers
£
£
£
£
246,694
134,762
(150,749)
-
246,694
134,762
(150,749)
-
_Comparative period_
_Balance_
_at 1 April_
_2023_
_Income_
_Expenditure_
_Transfers_
_£_
_£_
_£_
_£_
_185,584_
_160,977_
_(99,867)_
_-_
_185,584_
_160,977_
_(99,867)_
_-_
Description, nature and purposes of the fund
General fund
The free reserves after allowing for all designated funds
_General fund_
Name of
unrestricted fund
General fund|As at 31
March 2025
£
230,707
230,707
_As at 31_
_March 2024_
_£_
_246,694_
_246,694_|
|---|---|
12 Analysis of movement in unrestricted funds
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The Mark Anthony Trust
## Notes to the accounts for the year ended 31 March 2025 (continued)
## 13 Analysis of net assets between funds
|Fixed asset investments
Net current assets/(liabilities)
Total
_Comparative period_
_Fixed asset investments_
_Net current assets/(liabilities)_
_Creditors of more than one year_
_Total_|General
fund
£
231,456
(749)
230,707
_General_
_fund_
_£_
_247,444_
_(751)_
_-_
_246,693_|Designated
funds
£
-
-
-
_Designated_
_funds_
_£_
_-_
_-_
_-_
_-_|Restricted
funds
£
-
-
-
_Restricted_
_funds_
_£_
_-_
_-_
_-_
_-_|Total 2025
£
231,456
(749)
230,707
_Total 2024_
_£_
_247,444_
_(751)_
_-_
_246,693_|
|---|---|---|---|---|
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Patrick Morrello Third Sector Accountancy Limited Holyoake House Hanover Street Manchester M60 0AS
Dear Patrick
This representation letter is provided in connection with your Independent Examination of the financial statements of The Mark Anthony Trust for the year ending 31 March 2025.
## _**Audit exemption**_
We confirm that the charity accounts do not need to be audited under Section 144 of Charities Act 2011, that no Independent Examination is required under Section 145 of Charities Act 2011, and that the Charity Commission has not ordered an audit to be carried out under Section 146 of Charities Act 2011.
## _**Financial statements**_
1. We have fulfilled our responsibilities as board, as set out in the terms of your engagement dated 26 June 2023 for preparing financial statements in accordance with the Charities Act 2011 and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). You have drafted these financial statements on our behalf. The financial statements give a true and fair view of the financial position of The Mark Anthony Trust as of 31 March 2025 and of the results of its operations for the year then ended. We have fulfilled our responsibilities for making accurate representations to you.
2. Significant assumptions used by us in making accounting estimates, including those measured at fair value, are reasonable.
3. We have no plans or intentions that may materially alter the carrying value and where relevant the fair value measurements or classification of assets and liabilities reflected in the financial statements.
4. We have disclosed all known actual or possible litigation and claims whose effects should be considered when preparing the financial statements and these have been disclosed in accordance with the requirements of accounting standards.
5. Related party relationships and transactions have been appropriately accounted for and disclosed in accordance with the requirements of accounting standards.
6. All events since the balance sheet date which require disclosure or which would materially affect the amounts in the financial statements have been adjusted or disclosed in the financial statements.
7. We confirm the financial statements are free of material misstatements, including omissions.
8. We confirm that, having considered our expectations and intentions for the next twelve months, and the availability of working capital, the charity is a going concern.
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We confirm that the disclosures in the accounting policies are an accurate reflection of the reasons for our consideration that the financial statements should be drawn up on a going concern basis.
## _**Information provided**_
1. All accounting records and relevant information have been made available to you for the purpose of your Independent Examination of the financial statements. We have provided to you all other information requested and given unrestricted access to persons within the charity from whom you have deemed it necessary to request information. All other records and related information including minutes of all management and shareholders meetings have been made available to you.
2. We confirm that we have disclosed all bank accounts and cash holdings in our control to you, and that all transactions through those accounts and balances on them at the balance sheet date are adequately reflected in the accounting records and the financial statements. We have no loan or overdraft facilities with any bank.
3. All transactions undertaken by the charity have been properly reflected in the accounting records and are reflected in the financial statements.
4. We acknowledge our responsibility for the design, implementation and maintenance of controls to prevent and detect fraud. We have disclosed to you the results of our assessment of the risk that the financial statements may be materially misstated as a result of fraud.
5. We have disclosed to you all information in relation to allegations of fraud, or suspected fraud affecting the charity’s financial statements communicated by employees, former employees, analysts, regulators or others.
6. We confirm that we are not aware of any possible or actual instance of non-compliance with those laws and regulations which provide a legal framework within which the charity conducts its business and which could affect the financial statements. The charity has complied with all aspects of contractual agreements that could have a material effect on the financial statements in the event of non-compliance.
7. We confirm that we have disclosed to you the identity of the charity’s related parties and all related party relationships and transactions relevant to the charity that we are aware of.
8. The charity has satisfactory title to all assets, and there are no liens or encumbrances on the assets except for those disclosed in the financial statements.
9. There are no liabilities, contingent liabilities or guarantees to third parties other than those disclosed in the financial statements.
Doc ID: d554221a881a916394f07b2a83617e83ffc7ca5b
## **Charity specific representations**
1. All income to which the charity is entitled has been recorded in the accounting records and is reflected in the accounts, including donations collected by supporters and other third parties.
2. Restricted funds have been applied to the purpose for which they were intended by the funder or donor.
3. Where an intended recipient of a grant has been made aware that a grant will be paid to them, any resulting constructive obligation has been recognised in the accounts.
4. All correspondence with the regulators has been made available to you including any serious incident reports.
5. Appropriate controls are in place to ensure overseas payments are applied for charitable purposes.
We confirm to the best of our knowledge and belief that the above representations are made on the basis of enquiries of management and staff with relevant knowledge and experience and, where appropriate, of inspection of supporting documentation sufficient to satisfy ourselves that we can properly make each of the above representations to you.
Yours sincerely
Signed on behalf of the board of trustees by:
## ANenaan,
………………………………………....
(Claire Maxey, Trustee, The Mark Anthony Trust)
13 / 11 / 2025
Date…………………………………
Doc ID: d554221a881a916394f07b2a83617e83ffc7ca5b
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M16 Accounts pack 2025 Title Title File name File name M16_Accounts_31.03.25.pdf and 1 other Document ID Document ID d554221a881a916394f07b2a83617e83ffc7ca5b Audit trail date format Audit trail date format DD / MM / YYYY Status Status ° Signed
11 / 11 / 2025 Sent for signature to Claire Maxey (claire@maxeyhome.com) 15:18:13 UTC and Third Sector Accountancy Ltd (patrick@tsa.coop) from info@tsa.coop IP: 62.8.103.162 13 / 11 / 2025 Viewed by Claire Maxey (claire@maxeyhome.com) 08:44:58 UTC IP: 81.107.84.204 13 / 11 / 2025 Signed by Claire Maxey (claire@maxeyhome.com) 08:46:26 UTC IP: 81.107.84.204 13 / 11 / 2025 Viewed by Third Sector Accountancy Ltd (patrick@tsa.coop) 09:10:49 UTC IP: 209.35.130.206 13 / 11 / 2025 Signed by Third Sector Accountancy Ltd (patrick@tsa.coop) 09:20:01 UTC IP: 209.35.130.206 13 / 11 / 2025 The document has been completed. 09:20:01 UTC
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