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2025-10-31-accounts

National Spitfire Project Year ending 31 October 2025

Charity Number: 1158286

NATIONAL SPITFIRE PROJECT

YEAR ENDING 31[st] October 2025

INDEX

Page

NATIONAL SPITFIRE PROJECT

YEAR ENDING 31[st] October 2025

CHARITY INFORMATION

Registered Charity Number 1158286
Chairman John Hannides
Treasurer Michael Richard James
Trustees John Hannides (Chairman)
Jamie Barrett
Paul Beaver
George Cadbury (appointed 30 July 2025)
Paul Lester
Royston Smith
Michael James
Registered O�ice 18 Bassett Wood Drive
SOUTHAMPTON
SO16 3PT
Accountants Jane Fereday Ltd
Chartered Certifed Accountants
Nursery Cottage
Beckley
Hinton
CHRISTCHURCH
BH23 7ED
Bankers National Westminster Bank Plc
68 Above Bar Street
SOUTHAMPTON
SO14 2DS

Page 1 of 16

NATIONAL SPITFIRE PROJECT TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDING 31[ST] OCTOBER 2025

31st October 2025. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) "Accounting and Reporting by Charities" (FRS102) in preparing the annual report and financial statements of the charity.

Structure, Governance and Management

Organisation

The charity was set up in accordance with the Charity Commission's advice and guidance. The National Spitfire Project was incorporated as a Charitable Incorporated Organisation (CIO) on the 19th August 2014, and prepared its eleventh set of accounts for the year ended 31st October 2025. As set out in the Constitution, nominated trustees must be approved by a formal board meeting. Appointed trustees must stand for re-election every 3 years. From year 3, one third of the trustees will resign each year at the AGM of the charity (based on a rota-system) but can stand again for re-election at the same meeting. When looking for new trustees to nominate, the trustee board undertakes a skills audit to highlight the areas desired by the charity and those currently lacking or under-represented.

Related parties

the charity but have no liability to contribute to its assets and no personal responsibility for settling its debts or liabilities. There were no related party transactions during the year under review in these accounts.

Risk policy

Whilst the donations and HM Government’s match funding received during this period provided a high degree of financial confidence, and su�icient funds to complete phase 1 of the project, the risk remains that if additional new donations are not received, it would not be su�icient to cover the cost of completing phase 2. This could, therefore, cause the project to stall or be delayed. This is mitigated by the appointment of an experienced professional fundraiser and the networking activity of Trustees and a highly regarded and well-connected Development Committee.

The prospect of failing to attract new donations is further mitigated by the Detailed Technical Design work during this period, this has the important e�ect of 'de-risking' the project and, therefore, making it more attractive for prospective donors. The risk of high inflation impacting the cost of the materials and Labour required to construct the monument, could potentially raise the total cost envelope of the project. This is mitigated by the significant contingency provision already included in the cost estimates and the excellent work being done by the Project Director and appointed Quantity Surveyors in identifying options to reduce costs and remain within budget.

Objectives and activities

The objectives for which the charity is established are to advance the education of the public in the history of the design and development of the Spitfire aircraft and its role in the Second

Page 2 of 16

NATIONAL SPITFIRE PROJECT TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDING 31[ST] OCTOBER 2025

World War including, but without limitation, the erection and maintenance of a memorial to the Spitfire and its designer R J Mitchell in the City of Southampton.

Achievements and performance

works required for any future Waterfront development and, subject to funding, will proceed independently. SCC and NSP remain in discussion regarding the lease for the approved site.

achieve tangible progress. This included excellent progress on the detailed design work. The pace at which the project is moving forward has reinforced HM Government's confidence in the project and underlined its recognition of the Monument representing the o�icially recognised national monument.

ongoing injection of momentum in its fundraising activity.

Financial review

31 October 2025 was £496,023 (in 2024 it was £67,209). The charity also received the second tranche of funding from the Armed Forces Covenant Fund Trust (AFCFT), as committed to by HM Government as part of matched funding to total £3,000,000. This second tranche received amounted to £925,763 (2024: £Nil) from the Armed Forces Covenant Fund Trust (AFCFT).

The total income of the charity in the year ended 31 October 2025 was £1,535,489 (2024: £174,745). The total expenditure incurred of £406,673 (2024: £562,510) was primarily for Project Management- £41,091 (2024: £34,666), Project Design work £262,031 (2024: £429,352), Fundraising- £74,047 (2024: £83,925), Marketing services and website maintenance- £27,527 (2024: £13,147).

Going Concern Review

assessed and the following observations are noted by the Trustees:

Financial Position

comfort and assurance that adequate funds are available. With an average cash balance of £600,000 during the 2024/25 financial year, and a balance of just under £1,300,000 as at 30 June 2026, the Charity is in a healthy financial position. Significant additional donations have also been pledged, which, together with the match funding contributions will continue to add to NSP’s cash balances.

generation, cash receipts, and cash costs, provides a very high degree of comfort that available cash balances will remain significantly above on-going costs for the foreseeable future.

Page 3 of 16

NATIONAL SPITFIRE PROJECT TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDING 31[ST] OCTOBER 2025

Liquidity

Current and future cash balances indicate a high and sustainable level of liquidity which will be su�icient to meet the Charity’s liabilities on time.

Review and observations

The Trustees believe that the project is a going concern, especially with match funding from HM Government and the positive response to NSP’s Capital Appeal and other fund raising activity.

Government and the numerous corporate and individual donors, the Trustees are optimistic that their vision will be realised.

Reserves policy

The Trustees aim to maintain free reserves in unrestricted funds at a level which equates to a minimum of approximately three months of unrestricted charitable expenditure. The Trustees consider that this level will provide su�icient funds to ensure that support and governance costs are covered. The balance held as unrestricted funds at 31 October 2025 was £671,633 (2024: £64,662). During the year ended 31 October 2025 income to unrestricted funds was £609,726 (2024: £174,745) and unrestricted charitable expenditure was £2,755 (2024: £2,248).

The charity received restricted grant funding during the year of £925,763 (2024: £Nil) from the Armed Forces Covenant Fund Trust (AFCFT).

The balance held as restricted funds at 31 October 2025 was £521,845 (2024: £Nil). During the year ended 31 October 2025 income to restricted funds was £925,763 (2024: £Nil) and restricted fund expenditure was £403,918 (2024: £560,262).

Funds held as Custodian Trustee

The charity does not have any custodian trustee arrangements.

Plans for future periods

The project has completed RIBA Stage 4, and subject to being granted permissions to build from Southampton City Council (land owner), and The Crown Estate, construction work for phase one of the monument could commence very soon.

The fundraising momentum for the project’s capital appeal will continue with a focus on partnerships with major UK and US aerospace and defence companies, applications to grantmaking trusts and foundations and collaborations with philanthropists both in the UK and across the globe. Alongside this a public appeal will be launched, inviting individuals and communities across the UK to become part of this once-in-a-generation tribute to the Spitfire story.

The Trustees promoted the project’s profile through the 90[th] Anniversary of the first flight of the Spitfire in March 2026.

Page 4 of 16

NATIONAL SPITFIRE PROJECT TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDING 31[ST] OCTOBER 2025

Accounting and reporting responsibilities

statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of a�airs of the charity and of the incoming resources and application of resources, of the charity for that period. In preparing the financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust deed. They are also responsible for safeguarding the assets of the charity and taking reasonable steps for the prevention and detection of fraud and other irregularities.

information included on the charity’s website in accordance with legislation in the United Kingdom.

Approved by the trustees on

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

J Hannides Trustee

Page 5 of 16

NATIONAL SPITFIRE PROJECT STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDING 31[ST] OCTOBER 2025

SUMMARY INCOME AND EXPENDITURE ACCOUNT

Notes
Incoming Resources
Incoming resources from generated funds:
Donations
2
Grants
2
Incoming resources from charitable activities:
Sponsorship
3
Investment Income
4
Total incoming resources
Resources Expended
Costs of generating funds
Costs of generating voluntary income
5
Charitable activities
Project Management
5
Project Design
5
Marketing
5
Administration of charity
5
Governance costs
Accountant and external examiner
5
Total resources expended
Net movement in funds in the year
Transfers between funds
Net movement in funds in the year after transfers
Reconciliation of funds
Total funds brought forward
Total Funds carried forward
Restricted
£
-
925,763
-
-
Unrestricted
£
496,023
-
100,000
13,703
925,763
73,831
41,091
262,031
26,965
-
-
403,918
521,845
-
521,845
-
521,845

All income and expenditure derive from continuing activities.

Page 6 of 16

NATIONAL SPITFIRE PROJECT BALANCE SHEET AS AT 31[ST] OCTOBER 2025

BALANCE SHEET AS AT 31 OCTOBER 2025

Notes
Current Assets
Debtors due within one year
6
Cash at bank & in hand
Less Creditors - falling
due within one year
7
Net current assets
Total assets less current liabilities
Total Net assets
Capital
Restricted
9
Unrestricted
9
£
3,335
1,234,192
1,237,527
(44,049)
£
3,335
1,234,192
1,237,527
(44,049)
2025
£
£
1,445
184,408
185,853
(121,191)
1,193,478
1,193,478
1,193,478
521,845
671,633
1,193,478
2024
£
64,662
64,662
64,662
-
64,662
64,662

Approved by the Trustees on ________ and signed on their behalf:

Signature

Name J Hannides

Page 7 of 16

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF NATIONAL SPITFIRE PROJECT FOR THE YEAR ENDED 31[ST] OCTOBER 2025

1. Accounting policies

The organisation is a registered charity.

accordance with Statement of Recommended Practice cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: 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 and the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.

The particular policies adopted by the Trustees are described below and have been applied consistently to all periods presented in these financial statements.

Critical accounting judgements and key sources of estimation uncertainty.

In the application of the charity's accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amounts of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on experience and other factors considered to be relevant. Actual results may di�er from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised if the revision a�ects only that period, or in the period of the revision and future periods if the revision a�ects both current and future periods.

The trustees do not consider there are any critical judgements or sources of estimation uncertainty requiring disclosure beyond the accounting policies listed below.

Incoming resources

Donation income is recognised in the year in which the charity is entitled to receipt, and when the amount can be recognised with reasonable certainty. Gift in kind income and expenditure is recognized when the service is received.

Resources expended

inclusive of VAT. A partial exemption calculation for VAT recovery is being agreed with HMRC, however recoverable VAT is not expected to be high.

The costs of generating funds consist mainly of the costs of utilising the services of a professional fundraiser, and the costs of utilitising the Just Giving donations platform.

Costs of charitable activities include grants made, governance costs and support costs as explained in note 5.

Page 8 of 16

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF NATIONAL SPITFIRE PROJECT FOR THE YEAR ENDED 31[ST] OCTOBER 2025

Fund accounting

Funds held by the charity are divided between unrestricted and restricted general funds. The unrestricted funds can be used, in accordance with charitable objectives, at the discretions of the trustees. The restricted funds must be used in accordance with the wishes of the donor.

Grants received

Grants are recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

Going Concern

The existing funds of the charity, together with funds that have been pledged, are su�icient such that the Charity can meet its expenses as they fall due. Therefore the financial statements have been prepared on a going concern basis.

A review of Going Concern was carried out by the Trustees looking ahead beyond 31 October 2025. The following observations have been noted by the Trustees as a result of their review:

Financial Position

comfort and assurance that adequate funds are available. With an average cash balance of £600,000 during the 2024/25 financial year, and a balance of just under £1,300,000 as at 30 June 2026, the Charity is in a healthy financial position. Significant additional donations have also been pledged, which, together with the match funding contributions will continue to add to NSP’s cash balances.

generation, cash receipts, and cash costs, provides a very high degree of comfort that available cash balances will remain significantly above on-going costs for the foreseeable future.

Liquidity

Current and future cash balances indicate a high and sustainable level of liquidity which will be su�icient to meet the Charity’s liabilities on time.

Review and observations

The Trustees believe that the project is a going concern, especially with match funding from HM Government and the positive response to NSP’s Capital Appeal and other fund raising activity.

Government and the numerous corporate and individual donors, the Trustees are optimistic that their vision will be realised.

Page 9 of 16

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF NATIONAL SPITFIRE PROJECT FOR THE YEAR ENDED 31[ST] OCTOBER 2025

Cash and cash equivalents

Cash and cash equivalents comprises cash in hand and deposits repayable on demand.

Taxation

The charity is a registered charity and has no liability to corporation tax on its charitable activities.

Contingent asset

A contingent asset is recognised and disclosed for grant funding that: arises from past events and;- was not formally committed to in writing at 31 October 2025.

2. Grant and Donation Income

Voluntary Donations
Garfield Weston
The Adrian Swire Charitable Trust
Court of the Crown Prince of Bahrain
T W Metals Limited
Hintze Family
D A George
Carbon Art
Club Coins U Ltd
Greg Hutchings
RAF Club
Other donors
Elliott & Thomas
Martin Baker Aircraft
The Star of Stone - Mr G Berriman
Mrs Peake
The Golden Bottle
Trant Engineering Limited
Vanguard Holding
Gift aid
Grants received
Voluntary Donations
Garfield Weston
The Adrian Swire Charitable Trust
Court of the Crown Prince of Bahrain
T W Metals Limited
Hintze Family
D A George
Carbon Art
Club Coins U Ltd
Greg Hutchings
RAF Club
Other donors
Elliott & Thomas
Martin Baker Aircraft
The Star of Stone - Mr G Berriman
Mrs Peake
The Golden Bottle
Trant Engineering Limited
Vanguard Holding
Gift aid
Grants received
Restricted
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
925,763
Unrestricted
Total
2024
£
£
£
250,000
250,000
-
50,000
50,000
-
150,000
150,000
-
25,000
25,000
668
5,000
5,000
-
1,000
1,000
-
13,000
13,000
-
500
500
-
500
500
-
100
100
-
923
923
789
-
-
1,000
-
-
2,500
-
-
25,000
-
-
5,000
-
-
1,000
-
-
25,002
-
-
5,000
-
-
1,250
-
925,763
-
2024
925,763 496,023
1,421,786
67,209

Page 10 of 16

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF NATIONAL SPITFIRE PROJECT FOR THE YEAR ENDED 31[ST] OCTOBER 2025

Grant and Donation Income (continued)

Grants were received from the following organisations during the year:

3. Incoming Resources from Charitable Activities
4. Investment income
Source
Armed Forces Covenant Fund Trust (AFCFT)
Restricted
£
Sponsorship
Rolls-Royce PLC
-
Melrose Industries PLC
-
BAE Systems Limited
-
-
Income from bank deposits
3. Incoming Resources from Charitable Activities
4. Investment income
Source
Armed Forces Covenant Fund Trust (AFCFT)
Restricted
£
Sponsorship
Rolls-Royce PLC
-
Melrose Industries PLC
-
BAE Systems Limited
-
-
Income from bank deposits
3. Incoming Resources from Charitable Activities
4. Investment income
Source
Armed Forces Covenant Fund Trust (AFCFT)
Restricted
£
Sponsorship
Rolls-Royce PLC
-
Melrose Industries PLC
-
BAE Systems Limited
-
-
Income from bank deposits
Unrestricted
£
50,000
50,000
-
2025
£
925,763
2024
£
-
925,763 -
Total
2024
£
£
50,000
-
50,000
-
-
100,000
2024
- 100,000 100,000
100,000
2025
2024
£
£
13,703
7,536
2024

Page 11 of 16

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF NATIONAL SPITFIRE PROJECT FOR THE YEAR ENDED 31[ST] OCTOBER 2025

5. Total Resources Expended

Costs directly
allocated to activities
External fundraiser
Project Management
Project Design
Marketing (inc Website)
Support costs
allocated to activities
Subscriptions
Website and IT costs
Bank charges
HMRC charges and interest
Accountant and external examiner
Charitable
Activities
£
73,831
41,091
262,031
26,965
216
562
60
717
-
Governance
Total
2024
£
£
£
-
73,831
83,653
-
41,091
34,666
-
262,031
429,352
-
26,965
12,591
-
216
272
-
562
556
-
60
180
-
717
-
1,200
1,200
1,240
2024
405,473 1,200
406,673
562,510

Resources expended include VAT which is mainly not recoverable under partial exemption.

6. Debtors

Prepayments and other debtors
Taxation
2025
2024
£
£
195
195
3,140
1,250
2024
3,335
1,445

Page 12 of 16

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF NATIONAL SPITFIRE PROJECT FOR THE YEAR ENDED 31[ST] OCTOBER 2025

7. Creditors - amounts falling due within one year

Trade Creditors
Accruals
Social security and other taxes
Other Creditors
2025
2024
£
£
23,049
82,551
1,000
1,000
-
17,640
20,000
20,000
2024
44,049
121,191

Other Creditors includes an amount of £20,000 VAT received from BAE Systems Limited during the year ended 31[st] October 2024. The Charity is currently in dialogue with HMRC about its VAT registration status, and once an agreement has been reached this amount will be repayable to either HMRC or to BAE Systems Limited.

8. Financial Instruments

The charity had the following financial instruments:
Financial assets that are debt instruments
measured at amortised cost
Other debtors
Financial liabilities measured at amortsed cost
Trade creditors
Other creditors
2025
2024
£
£
3,335
1,445
2024
23,049
82,551
21,000
38,640
44,049
121,191

Page 13 of 16

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF NATIONAL SPITFIRE PROJECT FOR THE YEAR ENDED 31[ST] OCTOBER 2025

9. Reserves

Balance at 1 November 2024
Income during the year
Expenditure during the year
Transfers between funds
Balance at 31 October 2025
Restricted
Unrestricted
Total
2024
£
£
£
£
-
64,662
64,662
452,427
925,763
609,726
1,535,489
174,745
(403,918)
(2,755)
(406,673)
(562,510)
-
-
521,845
671,633
1,193,478
64,662

10. Related party transactions

During the year, the charity did not take part in any related party transactions.

11. Analysis of Support costs

The support costs of the charity have been allocated to charitable expenditure as disclosed in Note 5. This was deemed to be the most appropriate by the Trustees. This will be reviewed in future years.

12. Trustees

The Trustees of the charity complete their role as a Trustee without remuneration. The charity reimbursed Trustees £Nil during the year (2024: £Nil) for expenses incurred on behalf of the charity.

13. Employees

There were no employees during the year.

14. Commitments

At 31 October 2025 the charity has no annual commitments.

Page 14 of 16

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF NATIONAL SPITFIRE PROJECT FOR THE YEAR ENDED 31[ST] OCTOBER 2025

15. Contingent asset

The Government announced in the April Budget 2020, it has allocated match funding up to £3 million for the project, thanks to the support of the Southampton Itchen MP. In March 2023, the Government confirmed it would convert part of the match-funding allocation in to a grant of £500,000. The £500,000 government grant was paid to the National Spitfire Project in one single payment, which was administered through the Armed Forces Covenant Trust Fund (AFCTF), during the year ended 31[st] October 2023.

During the year under review a second tranche of this funding was received which amounted to £925,763.

Southampton City Council initially allocated £150,000 revenue funding to the project, which October 2023. was fully paid to the charity with a final tranche of £32,500 in the year ended 31[st] Southampton City Council has also allocated £350,000 capital funding as a contribution to the construction phase of the project.

Page 15 of 16

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF NATIONAL SPITFIRE PROJECT FOR THE YEAR ENDED 31[ST] OCTOBER 2025

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31st October 2025 which are set out on pages 6 to 15.

Responsibilities and basis of report

As the charity 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

connection with the examination giving me cause to believe:

1) accounting records, with respect to the Trust, were not kept as required by section 130 of the 2011 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; or

4) the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

........................................ Jane Fereday Ltd Chartered Certified Accountants Nursery Cottage Beckley Hinton Christchurch Dorset BH23 7ED

Dated:

Page 16 of 16