Trustees’ Annual Report for the period
From 09 January 2024 To 08 January 2025
Charity name: The Longville Foundation
Charity registration number: 1193263
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The Trustees shall hold the capital and income of the Trust Fund upon trust to apply the income and all or such part or parts of the capital at such time or times and in such manner to or for the benefit of such exclusively charitable objects and purposes in any part of the world as the Trustees mayin their absolute discretion think fit. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
In furtherance of the charity’s objects for the public benefit the trustees provide grants in accordance with the deed. In determining the charity’s activities the trustees have had regard to the Charity Commission’s guidance on public benefit. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In determining the charity’s activities, the trustees have had regard to the Charity Commission’s guidance on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| Other |
Achievements and Performance
----- Start of picture text -----
SORP reference
----- End of picture text -----
| Achievements and Performance | Achievements and Performance | Achievements and Performance |
|---|---|---|
| SORP reference | ||
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | During the year under review the charity made grants to charities below: - The Radley Foundation £10,000 - James’ Place Charity £5,000 - First Story Limited £5,000 |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
Achievements against objectives set |
Para 1.41 |
|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the reporting period the charity had free reserves amounting to £54,167 (2024: £25,996) . In addition to the free reserves the charity has bank balances of £890,947 (2024: £919,186) within the expendable endowment fund. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Trustees pursue a policy of maintaining a free reserve available to be spent in the furtherance of the charity’s objectives, as well as covering future needs, opportunities, contingencies and risks. |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other | Expendable endowment funds are those which are required to be invested to produce income but which may be transferred to unrestricted funds at the discretion of the trustees in order that they may be expended in furtherance of the charity’s objectives. Unrestricted income funds 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. |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust deed dated 8thJanuary 2021 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are appointed by the existing trustees |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | No trustee received any remuneration or was reimbursed any expenses in the year under review. Ludlow Trust Company Limited was paid £9,140 (2024: £9,756) for trust administration services and cash management fees during the year under review. These fees are authorized under clause 6 of the trust deed. |
| Other |
Reference and Administrative details
| Charityname | The Longville Foundation |
|---|---|
| Other name the charity uses | |
| Registered charitynumber | 1193263 |
| Charity’s principal address | Trustees Department 1st Floor, Tower Wharf Cheese Lane, Bristol BS2 0JJ |
Names of the charity trustees who manage the charity
----- Start of picture text -----
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
Ludlow Trust
1
Company Ltd
Andrea Marianne
2 Jane Minton
Beddoes
3 Simon Philip Gray
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----
– Corporate trustees names of the directors at the date the report was approved
----- Start of picture text -----
Director name
Gary St John Collins
Walter Duncan Coxon
Ali Reza Sarikhani
Ziba Christina Sakine Sarikhani
Christopher Ian Thurlow
Matthew John Wickers
John Stephen Dennis Resigned 25/10/2024
----- End of picture text -----
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
----- Start of picture text -----
Type of adviser Name Address
Independent Examiner Geoffrey Frost Blue Spire Limited, South Pallant, Chichester,
West Sussex, PO19 1SY
----- End of picture text -----
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Chris Thurlow Position (eg Secretary, On behalf of Ludlow Trust Company Chair, etc) Ltd (Trustee) Date 27 October 2025
----- Start of picture text -----
Charity Name No (if any)
THE LONGVILLE FOUNDATION 1193263
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 09/01/2024 08/01/2025
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Income from interest 29,432 - - 29,432 27,707
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 29,432 ] - - 29,432 27,707
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 29,432 - - 29,432 27,707
A3 Payments
Charitable payments 20,000 - - 20,000 38,600
Trust administration fees + VAT 7,879 - - 7,879 8,045
Cash management fee 1,261 - - 1,261 1,711
Independent examination fee 360 - - 360 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 29,500 ] - - 29,500 48,356
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 29,500 - - 29,500 48,356
Net of receipts/(payments) (68) - - (68) (20,649)
A5 Transfers between funds 28,239 - (28,239) - -
A6 Cash funds last year end 25,996 - 919,186 945,182 965,831
Cash funds this year end 54,167 - 890,947 945,114 945,182
----- End of picture text -----
CCXX R1 accounts (SS)
27/10/2025
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Cash Capital Cash Income Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - 54,167 - - - 54,167 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Chris Thurlow on behalf of Ludlow Trust Company Ltd |
Endowment funds to nearest £ 890,947 - - 890,947 OK Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 27 October 2025 |
|---|---|---|---|
Signed by one or two trustees on behalf of all the trustees
CCXX R2 accounts (SS)
27/10/2025
2
Independent Examiner's Report to the Trustees of The Longville Foundation
I report to the charity trustees on my examination of the accounts of the charity for the year ended 08 January 2025.
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:
- 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.
Geoffrey Frost BSc(Hons) FCA Blue Spire Limited Cawley Priory South Pallant Chichester West Sussex PO19 1SY
27 October 2025 Date