2025-09-30-accounts - Afpa Trust

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Annual Report and Accounts for AFPA Trust Limited (Charity No 1179114 and Company No.08480755)

Year ended 30[th] September 2025

Introduction

This is AFPA (“Asset Finance Professionals Association”) Trust Ltd’s 2025 annual report covering the accounts for the year ended on 30[th] September 2025 and also comparatives for the years ended 30[th] September 2024 and 2023.

Report from the Chairman

Over the last few years since COVID AFPA Trust has become the “Go to” organization for charity in our Industry and to promote networking and good causes together. Furthermore we have increased significantly the value of what we can raise in the way of charitable funds and do more good for those who need it. We have increased the frequency and nature of the events have been organized and as a result significantly increased our charitable donations. Total income has increased from £53,099 in the year to 30[th] September 2023 to £78,770 in 2023/24 and £153,437 in 2024/25. During the 2025 calendar year we have supported 45 great charities with total donations of £160,398 an all time record. This includes donations that did not go through the Accounts.

The main events that took place in the year to 30[th] September 2025 were as follows:

In December there was the Annual Christmas Drinks at Langan’s Brassiere in Mayfair London. The total amount raised at this event was £14,050. The total paid over to The Ambulance Staff Charity (“TASC”) was £10,000 which included what TASC raised themselves at the event.
In March 2025 there was the 1[st] large IWD lunch event. Total income raised from the event was £27,013. After paying the venue “The Royal Overseas League” for the event a donation of £5,000 was made to the Fawcett Society
In May 2025 the 3[rd] annual “Big Quiz” night took place. We raised in total £22,461 and after paying our host for the night “The Royal Overseas League” we were able to donate £16,500 to 4 different charities ie. £10,000 to “De Paul UK”, £4,000 to the “Unbeatable Eva Foundation”, £1,500 to the “Coach Core Foundation,” and £1,000 to the “Dylan Strong Foundation”.
The Annual Summer Drinks were held at Home House, Portman Square on 7[th] August 2025. The total amount raised at this event was £7,739 which meant that a donation of £10,000 could be made to St Michael’s Hospice which includes what the latter raised themselves at the event.
The 2[nd] AFPA Trust Big Golf Day took place in July at the Berkshire Golf Club. £10,470 was donated to eight Charities including £4,400 to the “Thames Hospice” and £2,400 to “SPLIT”.
The 1[st] Big Cycle took place at the beginning of October 2025. £31,092 was raised in donations and joining fees partly covering the total costs of £38,546.
Donations were paid out to 10 Charities totalling £7,400 over the 2024 Christmas period as part of the “12 Days of Christmas” initiative.

2025 was the 2[nd] year of the Charity Partner Program. A Platinum Charity Partner made an annual donation of £10,000, a Gold Partner £2,000, a Silver Partner £1,000 and a Bronze Partner £500. Partners receive priority booking and pricing discounts at AFPA’s events. In total £41,000 was raised by this Program. Many thanks to Lti Technology Solutions, Paragon and

Propel Finance who became Platinum Partners; Grenke, Netsol and Novuna who became Gold Partners; Haydock Finance, VIP Apps and Acquis Insurance who were Silver Partners and our Bronze Partners Compass Business Finance, Invigors and Woodhurst.

As a principle it is AFPA Trust’s strategy to break even financially each year and keep its costs to a minimum. None of the Trustees receive any remuneration for the work they perform for AFPA. The only significant expenses (except for the costs associated with holding events) are for Website hosting which for the year to 30[th] September 2025 was £1,039 and a charge of £1,300 for the new website design.

For the year to 30[th] September 2025 AFPA made an operating surplus of £8,454. The main reason for this surplus was that income from the Big Cycle was received before the end of the financial year while costs associated with this event were paid out after the end of financial year in October.

Finally as always I would like to thank all the Trustees of AFPA Trust for their hard work and support throughout the year.

Robert Taylor Chair 27[th] April 2026.

AFPA Trustees

The ongoing Management and administration of AFPA Trust Ltd is carried out by the Trustees who also act as a Management Committee that meets on a regular basis. The Trustees keep formal minutes of its meetings. The Trustees are appointed according to the rules set out in AFPA Trust’s Constitution. As at the end of March 2026 the Trustees are as follows:

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Name Role Served
Robert Taylor Chair & Director Full Year
Aysha Ellis-Aziz Deputy Chair & Director Full year
Julie Warren Deputy Chair & Trustee Appointed 28 [th] March 2025
Rob Morris-Jones Treasurer, Finance Director and Full Year
Company Secretary
Adrian Langford Trustee and former Chair Full Year
Steve Dexter Trustee Full year
Vince O’Hanlon Trustee Full year
Mark Sanderson Trustee Full Year
Johnnie Halliday Trustee and former Chair Full year
David Marsh Trustee Full year
Matt Chambers Trustee Full year
Jane Bird Trustee Full year
Grant Vinten Trustee Full year
Keith Nowland Trustee Full year
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The Directors

As at the end of March 2026 the Directors of AFPA Trust Ltd are as follows:

The Directors As at the end of March 2026	the Directors of AFPA Trust Ltd are as	follows:
Name	Role	Served
Robert Taylor	Chairman	Full Year
Rob Morris-Jones	Finance Director and Secretary	Full Year
Aysha Ellis-Aziz	Deputy Chairman	Full Year

AFPA TRUST LTD

INCOME AND EXPENDITURE ACCOUNT

Income Cirque du Solei donations (Wings for Life) Gala Dinner sponsorship / tickets / raffle Big Quiz sponsorship / tickets / raffle Summer Drinks sponsorship Other membership fees and event tickets Christmas Drinks sponsorship Christmas Drinks Auction Prizes Christmas Drinks event tickets & membership fees IWD Lunch - 8th March 2024 Charity Partner Program 2024 Big Quiz sponsors / tickets 2025 Big Quiz 2024 & 2025 Big Golf Summer Drinks sponsorship Summer Drinks event tickets & membership fees LTI Lunch - May 2024 2024 Big Clays - 23rd October 2024 IWD Lunch tickets - 6th March 2024 12 days of Xmas Sponsorship Big Cycle - Joining fee Big Cycle - Donations Big Cycle - Just Giving Total income	12 months ending 30-Sep-25 £ 1,575 3,500 1,450 9,100 31,000 22,461 16,309 500 7,239 4,830 27,013 2,500 3,850 21,513 597 153,437	12 months ending 12 months ending 30-Sep-24 30-Sep-23 £ £ 2,000 12,000 28,660 2,600 1,298 7,839 4,500 8,345 1,650 18,974 21,756 7,615 3,500 7,302 650 3,180 78,770 53,099

AFPA TRUST LTD

INCOME AND EXPENDITURE ACCOUNT

Expenditure Donation - Wings for Life Donation - DePaul Donation - Newlife Donation - Launchpad Reading Donation - Blackburn Youth Zone Donation - Naomi House Gala Dinner - SSAFA - Armed Forces Charity Donation Summer Drinks - Alexander Devine Donation Christmas Drinks - Alexander Devine Donation Event payments - Royal Overseas League Event payment - Home House Event payment - Home House - Christmas Drinks Website hosting costs Annual data protection registration Event payment - IWD Lunch - Jane Bird Home House - Summer Drinks Deposit - Trigger Group - The Big Clays Christmas Drinks - Langans Christmas Drinks - Photographer Other expenses 2025 Christmas Drinks - Kitty Hawk Big Cycle costs Charitable Donation to Marine Conservation Society Charitable donation - Stepping Stones DS - Big Quiz Paragon Paul Mayne - MC of Big Quiz Charitable donation - Make A Wish Foundation Charitable donation - British Heart Foundation Charitable donation - Change Please Foundation MC Herciu - event photographer - Summer Drinks The Berkshire Golf Club & other costs - Big Golf Kudobear Ltd - new website design Charitable donation - Guys and St Thomas Foundation - Summer Drinks Charitable donation - The Foundation Centre - Big Golf Charitable donation - St Giles Hospice - Big Golf Charitable donation - MCA Trust - Big Golf Charitable donation - SPLIT - Big Golf Donation - Guide Dogs - Big Clays Donation - Cystic Fibrosis - Big Clays Donation - PEM Friends - Big Clays IWD event - 6th March 2025 - Speakers / David Hindley / Irini's Kitchen Charity Donation to TASC - Christmas Drinks Charity Donation to Guide Dogs - 12 days of Christmas Charity Donation to Bookmark Reading - 12 days of Christmas Charity Donation to SeeSaw - 12 days of Christmas Charity Donation to Guys and St Thomas Foundation - 12 days of Christmas Charity Donation to New Beginnings - 12 days of Christmas Charity Donation to PEM Friends - 12 days of Christmas Charity Donation to Wings for Life - 12 days of Christmas Charity Donation to Cinnamon Trust - 12 days of Christmas Charity Donation to Beyond Same, Beyond Stigma - 12 days of Christmas Charity Donation to the Unbeatable Eva Foundation - 12 days of Christmas Charity Donation to Cystic Fibrosis - 12 days of Christmas Charity Donation to the Fawcett Society - IWD event Charity Donation to The Dylan Strong Foundation - Big Quiz Charity Donation to DePaul UK - Big Quiz Charity Donation to Coach Core Foundation - Big Quiz Charity Donation to Unbeatable Eva Foundation - Big Quiz Charity Donation to SPLIT - Big Golf Charity Donation to Lindsay Lodge Hospice - Big Golf Charity Donation to The Honeypot Childrens Charity - Big Golf Charity Donation Thames Hospice - Big Golf Charity Donation to Richmond Borough Mind - Big Golf Charity Donation to Heart of Tamworth - Big Golf Charity Donation to Woman's Aid - Big Golf Charity Donation to MCA Trust - Big Golf Charity Donation to St Michael's Hospice - Summer Drinks Total expenditure Operating surplus / (deficit) for the period	12 months ending 30-Sep-25 £ 26,736 4,451 1,039 3,264 500 786 3,750 19,202 1,000 13,949 1,300 6,000 2,400 1,200 7,216 7,140 300 800 1,000 100 1,200 600 900 500 700 1,300 400 5,000 1,000 10,000 1,500 4,000 2,400 500 250 4,400 500 250 1,170 1,000 5,280 144,983 8,454	12 months endin 30-Sep-2 3,452 12,344 864 1,278 40 1,125 4,381 6,750 2,000 500 5,500 1,000 5,500 3,250 1,000 350 7,290 1,300 6,120 370 250 1,000 1,620 67,285 11,485	g 12 months ending 4 30-Sep-23 £ £ 2,900 10,000 500 3,000 500 500 5,000 6,750 20,873 3,000 5,000 1,560 1,000 60,583 7,484 -

AFPA TRUST LTD

BALANCE SHEET AS AT 30 SEPTEMBER 2025

Bank account - Weatherbys NET ASSETS Share Capital Accumulated fund at beginning of year Surplus / (Deficit) for the year TOTAL FUNDS	30-Sep-25 £ 20,200 20,200 - 11,746 8,454 20,200	30-Sep-24 £ 11,746 11,746 - 261 11,485 11,746	30-Sep-23 £ 261 261
			- 7,745 7,484 - 261

I certify that these accounts have been prepared from the books and records provided and all deposits and payments are reconciled to the bank statements

Signed :

Caroline Winnicott Independent Examiner

Date : 16/06/2026