**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:
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **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