# **MOTIVATION AND LEARNING TRUST FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED**
**31 JULY 2025**
## **Charity Number 1155810**
## **CARSTON ETL**
Chartered Accountants 1st Floor, Tudor House 16 Cathedral Road Cardiff
CF11 9LJ
**MOTIVATION AND LEARNING TRUST**
## **FINANCIAL STATEMENTS**
## **YEAR ENDED 31 JULY 2025**
|**CONTENTS**|**PAGE**|
|---|---|
|Trustees annual report|**1**|
|Independent examiner's report|**6**|
|Receipts and payments account|**7**|
|Statement of assets and liabilities|**8**|
|Notes to the accounts|**9**|
## **MOTIVATION AND LEARNING TRUST**
## **TRUSTEES ANNUAL REPORT**
**YEAR ENDED 31 JULY 2025**
## Section A Reference and administration details
**Charity name** Motivation and Learning Trust **Other names charity is known by** MLT **Registered charity number (if any)** 1155810 **Charity's principal address** MPCT House, Oaktree Court Mulberry Drive, Cardiff Gate **Postcode** CF23 8RS
## **Names of the charity trustees who manage the charity**
|1
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15|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee (if**
**any)**|
|---|---|---|---|---|
||Major John Charles|Chair||Board of Trustees|
||H Moores|Vice Chair|||
||E Lambert|Finance Trustee|||
||S Williams|Welfare Trustee|||
||SC Bridle||||
||E Saville||||
||SF Ladbrooke||||
||E Saville||||
||D Smith||||
||G Meredith||Appointed Dec 2024||
||PJ Leak||Appointed Dec 2024||
||||||
||||||
||||||
||||||
||||||
||||||
||**Name**||**Dates acted if not for wholeyear**||
||L Sims||Resigned December 2024||
||Lt Colonel Marvin(Manny)Manfred||Resigned March 2025||
||J Trinder||Resigned March 2025||
||G Blewitt OBE||Resigned March 2026||
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## **MOTIVATION AND LEARNING TRUST**
## **TRUSTEES ANNUAL REPORT** _**(continued)**_
# **YEAR ENDED 31 JULY 2025**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
## **Name of chief executive or names of senior staff members (Optional information)**
**Section B Description of the charity’s trusts** Constitution Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Appointed by consensus Trustee selection methods
## **Structure, governance and management**
## **Description of the charity’s trusts**
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
The Chair of trustees with the support of the board of trustees continues to carry out an induction programme for all new Trustees prior to their appointment and during their time with the Trust. All Trustee appointments are reviewed at the end of their 3 year tenure as required by the Governing Document.
Trustee meetings are held 3 monthly with video link facilities where locations allow for this. Detailed minutes are produced within 2 weeks of Trustee meetings.
- As a result of successful Virtual Meetings and confirmation by the Board, meetings are, with the exception of one meeting which will be considered the AGM, now held virtually using MS Teams facility. The December 2024 meeting was held in person, in Newport, Gwent. This meeting was planned to coincide with a Learner Christmas Lunch, financially
- supported by our charity. This allowed those Trustees present to witness practical evidence of our financial support, including the benefits to learners at first hand.
Our Main sponsors remain RICOH UK and Wedge Galvanising Group.
Financial risk is reduced by the establishment of a minimum balance of £20,000. Any short-term reductions below this figure require Board approval. There were no approvals for funding that would drop below the minimum balance during this reporting year.
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**MOTIVATION AND LEARNING TRUST**
**TRUSTEES ANNUAL REPORT** _**(continued)**_
**YEAR ENDED 31 JULY 2025**
|**Section C**
**Objectives and activities**|**Section C**
**Objectives and activities**|
|---|---|
|**Summary of the objects of the**
**charity set out in its**
**governing document**
**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**||
||To act as a resource for young people up to the age of 30 who are
current Learners, graduates or apprentices at the Motivational
Preparation College for Training (MPCT) by providing advice and
assistance and organising programmes of physical, educational and
other activities as a means of:
-
Advancing in life and helping young people by developing their
skills, capacities and capabilities to enable them to participate in
society as independent, mature and responsible individuals;
-
Advancing education;
-
Relieving financial need;
-
Relieving unemployment;
Providing recreational and leisure-time activity in the interests of
social welfare for people living in the area of benefit who have
need by reason of their youth, age, infirmity or disability, poverty
or social and/or economic circumstances. This is with a view to
improving the conditions and the life of such persons.|
||The Motivation & Learning Trust (MLT) has continued to engage in a
significant fundraising strategy in order to ensure solvency and offer
support to those who are entitled to access grants under the constitution
of the charity. Relief of hardship and improvements in Learner mental
health are now a major focus.
Since the acquisition of our supported organisation by Learning Curve
Group (LCG), there has been an expansion of MPCT Centres. Currently,
there are 39 Centres and the long-term aim is to establish up to 60
centres throughout England & Wales. This will lead to an increase in
Learner numbers and those that are eligible for financial support.
The Board recognises this challenge and are working to increase
fundraising activities to address the anticipated shortfall. During the
reporting period a Memorandum Of Understanding (MOU) was signed
with LCG providing reassurance that MPCT Centres would fundraise
through physical activities such as log-runs and similar activities.
The Chair and other trustees have, where possible, visited MPCT
colleges during the reporting year to recognise and reward fundraising
efforts at local level. Award Ceremonies are no longer held at centres but
similar activities are held to raise the profile of MPCT in the local areas.
The Chair made several visits to Centres during the period.
The MLT has made grants to young people in crisis where need has
been both evident and urgent. In addition to this, the charity has
continued to enrich the learning of young people with the aim of
developing the individual as a whole. The MLT has also continued to fund
activities such as offshore sailing, adventurous training and enhancing
self-confidence, team building and self-worth.
The MLT Welfare Trustee, with limited financial authority has, in
conjunction with the MLT Finance Trustee, proved effective in a rapid
deployment of financial support to Learners in need. MPCT Centre Staff
now have aproven and timely process to facilitate thisprovision. A|
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**MOTIVATION AND LEARNING TRUST**
## **TRUSTEES ANNUAL REPORT** _**(continued)**_
## **YEAR ENDED 31 JULY 2025**
further two interest free loans have been granted during the period to allow disadvantaged Learners to apply for citizenship and UK passports which are required for Military Service.
The trustees confirm that they have complied with the duty in Section 4 of the Charities Act 2006 to have due regard for the Charity Commission’s guidance on public benefit when reviewing the aims and objectives and in planning future activities.
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Several local or community organisations have made donations to MPCT Colleges and it is clear that the aim was to benefit Learners from that particular location or geographical area. The decision reached was that, where this took place, it was understood that up to 50% of the local donation would be utilised for the benefit of that local college and 50% would be paid into the general fund, against which the college involved could bid against for welfare assistance or other bids. To date, this policy has proven to be acceptable to donors.
## Section D
## Achievements and performance
**Summary of the main achievements of the charity during the year**
A very successful joint MLT/RICOH UK Golf Day took place in August of the reporting year. Over 100 players took part in the event held on the 2010 Ryder Cup Course at The Celtic Manor Resort in Newport. As our major sponsor, RICOH UK has demonstrated their continuing support for our Charity.
Welfare support to Learners continued throughout the period and I commend to you the performance of our Welfare and Finance Trustees who ensured that, no deserving case requiring financial support went unsupported.
Our charity continues to support Christmas lunches at Military Preparation college centres. Specifically, the Trustees held their December meeting in Raglan Barracks, where the Newport Centre is based. Staff and Trustees served lunch to Learners and parents and this lunch was part funded. These arrangements are repeated each year and have proved very popular.
## **Section E**
## **Financial review**
The MLT maintains a reserve of £20,000.
**Brief statement of the charity’s policy on reserves**
**Details of any funds materially in deficit**
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**MOTIVATION AND LEARNING TRUST**
## **TRUSTEES ANNUAL REPORT** _**(continued)**_
## **YEAR ENDED 31 JULY 2025**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
RICOH UK and Wedge Galvanising have provided ongoing corporate financial support during the period. We recognise and greatly appreciate their support.
As a result of the MOU signed with MPCT and LCG there has been a significant increase in fundraising by centres. This has allowed the Board to provide increased funds for activities that fall within our Aims & Charter.
Repeat regular donations and MPCT Staff fundraising has covered the outgoings in welfare support. Having no salaried staff as an overhead has meant we have fared much better than other similar charities during the period.
## **Section F**
## **Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** Maj JE Charles, TD*, DL **Position (eg Secretary,** Chairman **Chair, etc)**
**Date** 27/05/2026
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## **MOTIVATION AND LEARNING TRUST**
## **INDEPENDENT EXAMINERS REPORT TO THE TRUSTEES**
## **YEAR ENDED 31 JULY 2025**
I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 July 2025 which are set out on pages 7 to 9.
## **Responsibilities and basis of report**
As the charity’s trustees 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 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
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.
## _Carston_
Farzana Ahmed ACCA Independent Examiner
1[st ] Floor, Tudor House, 16 Cathedral Road Cardiff CF11 9LJ
Date: 27 May 2026
6
## **MOTIVATION AND LEARNING TRUST**
## **RECEIPTS AND PAYMENTS ACCOUNT**
## **YEAR ENDED 31 JULY 2025**
||||**Year Ended**|**Year Ended**|
|---|---|---|---|---|
||||**31 July 25**|**31 July 24**|
||**£**|**£**|**£**|**£**|
||**Unrestricted**|**Restricted**|**Total**|**Total**|
|**Receipts**|||||
|Donations|6,031|-|**6,031**|3,595|
|Charity Event Income|29,763|-|**29,763**|21,350|
|Fundraising Income|24,342|-|**24,342**|24,500|
|**_Total receipts_**|60,136|-|**60,136**|49,445|
|**Payments**|||||
|Grants payable|30,321|-|**30,321**|20,579|
|Charity events costs|30,481|-|**30,481**|18,529|
|Fundraising Costs|525|-|**525**|1,201|
|Travel Expenses|268|-|**268**|600|
|Office Expenses|-||**-**|72|
|Accountancy Fees|2,880|-|**2,880**|1,320|
|Professional fees|216|-|**216**|216|
|**_Total payments_**|64,692|-|**64,692**|42,517|
|**Net increase / (decrease) in cash**|||||
|**for the year**|**(4,556)**|**-**|**(4,556)**|6,927|
|Transfers between funds|-|-|**-**|-|
|Cash funds brought forward|55,477|-|**55,477**|48,550|
|**Cash funds carried forward**|**50,922**|**-**|**50,922**|55,477|
7
## **MOTIVATION AND LEARNING TRUST**
## **STATEMENT OF ASSETS AND LIABILITIES**
## **YEAR ENDED 31 JULY 2025**
|**Assets:**
Cash funds
**Representing balances on the following:**
Unrestricted funds
Note 1|**31 July**
**2025**
**£**
**50,922**
**50,922**
**50,922**|31 July
2024
£
55,477|
|---|---|---|
|||55,477|
|||55,477|
These financial statements were approved by the members of the committee and authorised for issue on the 27[th] May 2026 and are signed on their behalf by:
Trustee
Name Maj JE Charles, TD*, DL
8
## **MOTIVATION AND LEARNING TRUST**
## **NOTES TO THE ACCOUNTS**
## **YEAR ENDED 31 JULY 2025**
## **Note 1. Unrestricted Funds**
|**Balance at**
**1 Aug 2024**
**£**
General Funds
55,477
Balance at
1 Aug 2023
£
General Funds
48,550|**Income**
**£**
**Expenditure**
**£**
60,136
(64,692)
Income
Expenditure
£
£
49,445
(42,517)|**Balance at**
**Transfers**
**31 Jul 2025**
**£**
-
**50,922**
Transfers
Balance at
31 Jul 2024
£
-
55,477|
|---|---|---|
## **Note 2. Related Parties and Transactions with Trustees**
Income includes donations and fundraising income totalling £598 from 3 trustees.
One trustee, M Manfred, claimed reimbursement of travel and other expenses totalling £268.
9