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2025-01-31-accounts

Charity number: 1176917

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 JANUARY 2025

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

CONTENTS

Page
Reference and Administrative Details of the Charity, its Trustees and Advisers 1
Trustees' Report 2 - 4
Independent Examiners’ Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 - 17

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 JANUARY 2025

Trustees Doreen Taylor Susan George Brian Aris Alan Makepeace Elizabeth Reid Jennifer Pope Charity registered number 1176917 Principal office Higher Eastcott Farm Withiel Florey Taunton Somerset TA24 7DG Independent Examiner Nyman Libson Paul LLP 124 Finchley Road London NW3 5JS

Page 1

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 JANUARY 2025

TRUSTEES' REPORT FOR THE YEAR ENDED 31 JANUARY 2025

The Trustees present their annual report together with the financial statements of the charity for the year ended 31 January 2025.

Objectives and activities

Policies and objectives

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit, including the guidance 'Public benefit: running a charity (PB2)'.

The principal objectives of the Charity are the relief of sickness and the preservation and protection of good health for the public benefit by:

a) The provision of funding and support to organisations working in the field of cancer related healthcare and medical welfare.

b) The provision of funding and support to individuals in need of help in their fight against cancer.

Activities undertaken to achieve objectives

The Charity will achieve its objectives through the giving of grants to individuals and organisations.

Main activities undertaken to further the charity's purposes for the public benefit

The after effects of the lockdown have continued to be felt, and as a result it is taking longer to be in a position to organise fundraising events. The online retail initiative continued to raise funds and the charity benefitted from a number of generous donations in the year. These funds allowed the charity to continue to fund its basic administrative operations enabling the Trustees to continue to build the charity and to award two grants in the year.

Achievements and performance

The charity held a substantial and hugely successful fundraising dinner in London on 29 November 2024 which generated a substantial surplus. .

Future plans

The charity has held further fundraising initiatives in 2025 and is planning further events towards the end of 2025 and start of 2026.

Financial review

Going concern

After making appropriate enquiries, the Trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the accounting policies

Page 3

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 JANUARY 2025

Reserves policy

The Trustees aim to retain sufficient reserves both to maintain current levels as well as further develop charitable activities. The trustees consider reserves held at the reporting date of £46,965 (2024: £10,299) to be in line with this policy.

Results

The charity had total incoming resources of £82,805 (2024: £21,456) during the year, including donation income of £14,387 (2024: £18,245). Total expenditure was £46,139 (2024: £14,864) including grants of £2,000 paid out in the previous year. The surplus was £36,666 (2024: £6,592). Unrestricted (and total) funds carried forward were £46,965 (2024: £10,299).

Grants

Subsequent to the year end grants totalling £15,000 were made to the following charities:

Birmingham Children’s Hosp Hannah’s Holiday Homes Lennox Children’s Fund Shooting Stars Hospice Stoke Mandeville

Structure, governance and management

Constitution

Lasting Life The Simon MacCorkindale Legacy is a registered charity, number 1176917, and is constituted as a charitable incorporated organisation (CIO) under a foundation constitution.

Methods of appointment or election of Trustees

The management of the charity is the responsibility of the Trustees who are elected and co-opted under the terms of the Trust deed.

Financial risk management

The Trustees have assessed the major risks to which the charity is exposed, in particular those related to the operations and finances of the charity, and are satisfied that systems and procedures are in place to mitigate exposure to the major risks.

Page 3

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 JANUARY 2025

Statement of Trustees' responsibilities

The Trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales 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 its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and 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 Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the Trust deed. 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.

Approved by order of the members of the board of Trustees on 21 November 2025 and signed on their behalf by:

J Pope

Trustee

Page 4

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 JANUARY 2025

Independent Examiner's Report to the Trustees of Lasting Life The Simon Maccorkindale Legacy ('the charity')

I report to the charity Trustees on my examination of the accounts of the charity for the year ended 31 January 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 2011 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent Examiner's Statement

I 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.

I have completed my examination. I confirm that no 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 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.

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.

This report is made solely to the charity's Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the charity's Trustees those matters I am required to state to them in an Independent Examiner's Report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity's Trustees as a body, for my work or for this report.

Signed: Dated: 21 November 2025

Andrew Thomas ACA

Nyman Libson Paul LLP Chartered Accountants and Registered Auditors 124 Finchley Road London NW3 5JS

Page 5

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JANUARY 2025

Note
Income from:
Donations
3
Fundraising activities
4
Total income
Expenditure on:
Raising funds – event costs
5
Charitable activities
Total expenditure
Net movement in funds

Reconciliation of funds:
Total funds brought forward

Net movement in funds

Total funds carried forward
Unrestricted
funds
2025
£
14,387
68,418
Total
funds
2025
£

14,387

68,418
Total
funds
2024
£

18,425

3,031

21,456


14,864

14,864

6,592

3,707

6,592

10,299
82,805 82,805

26,386
19,753


26,386

19,753
46,139 46,139

36,666

36,666


10,299

36,666


10,299

36,666
46,965 46,965

The Statement of Financial Activities includes all gains and losses recognised in the year.

The notes on pages 8 to 17 form part of these financial statements.

Page 6

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

BALANCE SHEET AS AT 31 JANUARY 2025

Note
Fixed assets
Tangible assets
9
Investments
10
Current assets
Debtors
11
Cash at bank and in hand
Creditors: amounts falling due within one
year
12
Net current assets
Total net assets
Charity funds
Unrestricted funds
13
Total funds

29,002
17,738
2025
£
1,123
2



6,826
3,700
2024
£
1,241
2
1,243




9,056
10,299
10,299
10,299
1,125




45,840
46,740

(900)
10,526
(1,470)

46,965

46,965
46,965

The financial statements were approved and authorised for issue by the Trustees on 21 November 2025 and signed on their behalf by:

J Pope

Trustee

The notes on pages 8 to 17 form part of these financial statements.

Page 7

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

1. General information

Lasting Life The Simon Maccorkindale Legacy is a Charitable Incorporated Organisation registered in and operating throughout England and Wales.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) (second edition - October 2019) - 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) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (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 the Charities SORP (FRS 102) published 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.

Lasting Life The Simon Maccorkindale Legacy meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Going concern

The charity meets its day to day working capital requirements through the utilisation of its own funds. After reviewing the forecasts and projections, at the time of approving these financial statements the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the next 12 months. The trustees therefore consider it appropriate to continue to adopt the going concern basis in preparing the charity’s financial statements.

2.3 Income

Income comprises of donations, sponsorship and ticket income from fundraising events.

All income is 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.

2.4 Expenditure

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

Expenditure on raising funds includes all expenditure incurred by the charity to raise funds for its charitable purposes and includes costs of all fundraising activities events and non-charitable trading.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the charity's objectives, as well as any associated support costs.

Page 8

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

2. Accounting policies (continued)

2.4 Expenditure (continued)

Grants payable are charged in the year when the offer is made except in those cases where the offer is conditional, such grants being recognised as expenditure when the conditions attaching are fulfilled. Grants offered subject to conditions which have not been met at the year end are noted as a commitment, but not accrued as expenditure.

All expenditure is inclusive of irrecoverable VAT.

2.5 Tangible fixed assets and depreciation

Tangible fixed assets are initially recognised at cost. After recognition, under the cost model, tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. All costs incurred to bring a tangible fixed asset into its intended working condition should be included in the measurement of cost.

Depreciation is charged so as to allocate the cost of tangible fixed assets less their residual value over their estimated useful lives, using the straight-line method.

Depreciation is provided on the following basis:

Log Cabin - 5% Straight line
Fixtures and fittings - 20% Straight Line
Office equipment - 20% Straight Line

2.6 Investments

Investments in subsidiaries are valued at cost less provision for impairment. Consolidated accounts have not been prepared as the inclusion of the charity's subsidiary is not material for the purpose of giving a true and fair view, due to the subsidiary being dormant/non trading.

2.7 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.8 Cash at bank and in hand

Cash at bank and 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.

2.9 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance Sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Page 9

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

2. Accounting policies (continued)

2.10 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.

2.11 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.

3. Income from donations and legacies

Donations
Donations
Unrestricted
funds
2025
£
14,387
Total
funds
2025
£

14,387
Total
funds
2024
£

18,425

Unrestricted
funds
2024
£
18,425

Page 10

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

4. Income from fundraising Income from fundraising events

Events income
Fundraising dinner November 2024
Unrestricted
funds
2025
£
65,637
Total
funds
2025
£

65,637
Total
funds
2024
£

-
65,637 65,637

Income from trading activities

Sales of merchandise
Sales of merchandise
5.
Expenditure on raising funds
Costs of raising funds
Event costs – fundraising dinner
Unrestricted
funds
2025
£
2,781
Total
funds
2025
£

2,781
Total
funds
2024
£

3,031
Total
funds
2025
£

26,386

Unrestricted
funds
2024
£
3,031

Unrestricted
funds
2025
£
26,386

Page 11

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

Event costs
6.
Analysis of grants
Ladies Fighting Breast Cancer
Linda Jackson MacMillan Cancer Centre
7.
Analysis of expenditure by activities
Grants paid
Consultancy – admin assistance
Professional fees
Credit card / bank charges
Accountancy
Office costs
Depreciation expense
Grants to
Institutions
2025
£
Grants to
Institutions
2025
£
Unrestricted
funds
2024
£
-
Total
funds
2024
£
-
Total
funds
2024
£
600
1,400
2,000
Total
funds
2025
£

-

13,309

42

95

900

5,289

118

19,753
Total
funds
2025
£
- -
Costs
2025
£
-
13,309
42
95
900
5,289
118
19,753

Page 12

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

7. Analysis of expenditure by activities (continued)

Consultancy / administration
Professional fees
Credit card fees
Accountancy
Office costs
Grants paid
Depreciation expense
Costs
2024
£
10,566
102
(4,500)
6,578
2,000
118
Total
funds
2024
£

10,566

102

(4,500)

6,578


2,000
118

14,864
14,864

During the year the charity incurred independent examination fees of £900 (2024: £nil).

Page 13

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

8. Trustees' remuneration and expenses

During the year and previous year, no Trustees received any remuneration or other benefits nor any reimbursed expenses.

9. Tangible fixed assets

Cost or valuation
At 1 February 2024
At 31 January 2025
Depreciation
At 1 February 2024
Charge for the year
At 31 January 2025
Net book value
At 31 January 2025
At 31 January 2024
Log Cabin
£
1,440
Fixtures and
fittings
£

97
Office
equipment
£

129
Total
£

1,666

1,666

425

118

543
1,123
1,241
1,440
97

129
285
72

77

20

63

26
357
97

89
1,083
0
40

1,155


20
66

Page 14

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

10. Fixed asset investments

Investments in subsidiary company £ Cost or valuation At 1 February 2024 2

At 31 January 2025

2

The following was a subsidiary undertaking of the charity:

Name Company Registered office or principal Principal activity number place of business Lasting Life International Ltd 11150699 Higher Eastcott Farm Dormant Company Withiel Florey Minehead Somerset TA24 7DG

Holding Included in consolidation

100% No

The financial results of the subsidiary for the year were:

Name Net assets £ Lasting Life International Ltd 2

Page 15

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

11. Debtors

Due within one year
Amounts held by subsidiary bank account
Creditors: Amounts falling due within one year
Accruals
Statement of funds
Statement of funds - current year
Balance at 1
February
2024
£
Unrestricted funds
General Funds - all funds
10,299
Statement of funds - prior year
Balance at
1 February
2023
£
Unrestricted funds
General Funds - all funds
3,707
Due within one year
Amounts held by subsidiary bank account
Creditors: Amounts falling due within one year
Accruals
Statement of funds
Statement of funds - current year
Balance at 1
February
2024
£
Unrestricted funds
General Funds - all funds
10,299
Statement of funds - prior year
Balance at
1 February
2023
£
Unrestricted funds
General Funds - all funds
3,707
Income
£

82,805
2025
£
29,002
2025
£
29,002
2024
£

6,826
2024
£

1,470

1,470
Balance at
31 January
2025
£
46,965
Balance at
31 January
2024
£
10,299

2025
£
900
900
Expenditure
£
(46,139)

Balance at
1 February
2023
£
3,707


Income
£

21,456

Expenditure
£
(14,864)

12. Creditors: Amounts falling due within one year

13. Statement of funds

Page 16

LASTING LIFE THE SIMON MACCORKINDALE LEGACY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

14. Related party transactions

The charity's activities were transacted through the bank account of its subsidiary, Lasting Life International Limited. At the reporting date the charity was owed £29,002 (2024: £6,826), representing the bank balance.

Page 17