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2025-06-30-accounts

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

Charity registration number 1198295 (England and Wales)

BTP

FORMERLY THE GFY TRUST

ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST LEGAL AND ADMINISTRATIVE INFORMATION

Trustees Mr H O Rhodes Ms K Manning-Cooper Mr R Williams (Appointed 10 July 2025) Charity number (England and Wales) 1198295 Registered office 27 Old Gloucester Street London WC1N 3AX Auditor Galloways Accounting (Audit) Limited 15 West Street Brighton East Sussex BN1 2RL

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST CONTENTS

Page
Trustees' report 1 - 2
Independent auditor's report 3 - 5
Statement of financial activities 6 - 7
Balance sheet 8
Statement of cash flows 9
Notes to the financial statements 10 - 14

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST TRUSTEES' REPORT

FOR THE YEAR ENDED 30 JUNE 2025

The trustees present their annual report and financial statements for the year ended 30 June 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the trust's governing document, the Charities Act 2011 and "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).

Objectives and activities

The objects of the charity are, in all cases for the public benefit, to benefit 1) such registered charities 2) or such purposes which are charitable according to the law of England and Wales as the trustees see fit.

BTP is a grant-making charitable trust, established to support the work of charities, organisations, and individuals working to effect change and create a more equal and sustainable future. The aims and objectives are achieved by providing grants to appropriate charities and organisations who share like minded goals. Grants are awarded at the sole discretion of the Trustees.

The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the trust should undertake.

Achievements and performance

The Trustees continued to oversee the distributing of funds in accordance with its objects.

During 2024/25 £1,162,134 was donated to suitable charities and other organisations to help further BTP’s charitable objectives.

Financial review

We have had a very successful year, during the year our income from donations was £9,333,068 (2024: £3,147,137), our expenditure on charitable activities was £1,174,817 (2024: £994,677) and our unrestricted reserves at year end were £11,370,939 (2024: £3,181,980).

It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to 12 months total expenditure of projects already committed to which is anticipated to be in the region of £1.5m. This level of reserves has been maintained or exceeded throughout the year. Free reserves at the year end amounted to £2,370,639 (2024: £3,181,980). The Trustees are aware that the free reserves are in excess of the policy and plan to utilise these reserves in coming years.

BTP received a donation of £9m shortly before the year end, the Trustees have designated this to support new projects currently in development. A portion of the designated funds will be put into strategic long-term investments to ensure these projects can be supported long into the future.

The trustees have assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

Plans for future periods

In the short term, the trustees intend for the charity to continue to pursue its charitable objects. In addition BTP have a number of committed and planned projects including creating a trading subsidiary and setting up an arts outreach program, these projects will require substantial funding and £9m has been designated to cover this in the immediacy.

Structure, governance and management

The charity is a Charitable Incorporated Organisation (CIO). The governing document was authorised and the charity became a registered charity on 18 March 2022 and changed its name from The GFY Trust to BTP in September 2025.

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

The trustees who served during the year and up to the date of signature of the financial statements were: Ms J M Holdsworth (Resigned 10 July 2025) Mr H O Rhodes Ms K Manning-Cooper Mr R Williams (Appointed 10 July 2025)

New trustees are appointed following a recommendation from the existing board of trustees based on the alignment of those potential trustees with the aims and objectives of the charity, and based on the likelihood of potential new trustees bringing additional skills and experience to the Board.

All new trustees are provided with training and an introduction pack which includes resources provided by the Charity Commission.

The trustees are responsible for all decision making within the charity.

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 and 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 the incoming resources and application of resources of the charity for that year.

In preparing these financial statements, the trustees are required to: - select suitable accounting policies and then apply them consistently;

The trustees are responsible for keeping sufficient accounting records that 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.

The trustees' report was approved by the Board of Trustees.

.............................. Mr H O Rhodes Trustee

.............................. Ms K Manning-Cooper Trustee

01-Oct-25 | 2:11 PDT Date: .............................................

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST INDEPENDENT AUDITOR'S REPORT TO THE TRUSTEES OF BTP

Opinion

We have audited the financial statements of BTP (the ‘charity’) for the year ended 30 June 2025 which comprise the statement of financial activities, the balance sheet, the statement of cash flows and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion, the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other information

The other information comprises the information included in the annual report other than the financial statements and our auditor's report thereon. The trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and we do not express any form of assurance conclusion thereon.

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST INDEPENDENT AUDITOR'S REPORT (CONTINUED) TO THE TRUSTEES OF BTP

Matters on which we are required to report by exception

We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 requires us to report to you if, in our opinion:

Responsibilities of trustees

As explained more fully in the statement of trustees' responsibilities, the trustees are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to cease operations, or have no realistic alternative but to do so.

Auditor's responsibilities for the audit of the financial statements

We have been appointed as auditor under section 144 of the Charities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder.

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

The extent to which our procedures are capable of detecting irregularities, including fraud, is detailed below.

The engagement partner ensured that the engagement team collectively had the appropriate competence, capabilities and skills to identify or recognise non-compliance with applicable laws and regulations;

We assessed the susceptibility of the charity’s financial statements to material misstatements, including obtaining an understanding of how fraud might occur; by:

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST INDEPENDENT AUDITOR'S REPORT (CONTINUED) TO THE TRUSTEES OF BTP

To address the risk of fraud through management bias and override of controls, we:

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to:

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of non-compliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the trustees and other management and the inspection of regulatory and legal correspondence, if any.

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion.

A further description of our responsibilities is available on the Financial Reporting Council’s website at: https:// www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor's report.

Use of our report

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. Our audit work has been undertaken so that we might state to the charity’s trustees those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity’s trustees as a body, for our audit work, for this report, or for the opinions we have formed.

Galloways Accounting (Audit) Limited

Chartered Accountants Statutory Auditor

......................... 15 West Street Brighton East Sussex BN1 2RL

Galloways Accounting (Audit) Limited is eligible for appointment as auditor of the charity by virtue of its eligibility for appointment as auditor of a charity under section 1212 of the Companies Act 2006.

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 30 JUNE 2025

Current financial year
Unrestricted
Unrestricted
funds
funds
general
designated
2025
2025
Notes
£
£
Income from:
Donations and gifts
2
9,050,000
-
Investments
3
30,708
-
Total income
9,080,708
-
Expenditure on:
Charitable activities
4
892,049
-
Total expenditure
892,049
-
Net income
8,188,659
-
Transfers between funds
(9,000,000)
9,000,000
Net movement in funds
6
(811,341)
9,000,000
Reconciliation of funds:
Fund balances at 1 July 2024
3,181,980
-
Fund balances at 30 June 2025
2,370,639
9,000,000
Restricted
funds
2025
£
283,068
-
283,068
283,068
283,068
-
-
-
-
-
Total
2025
£
9,333,068
30,708
9,363,776
1,175,117
1,175,117
8,188,659
-
8,188,659
3,181,980
11,370,639
Total
2024
£
3,147,137
-
3,147,137
994,677
994,677
2,152,460
-
2,152,460
1,029,520
3,181,980

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST STATEMENT OF FINANCIAL ACTIVITIES (CONTINUED) INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 30 JUNE 2025

Prior financial year
Unrestricted
Restricted
funds
funds
2024
2024
Notes
£
£
Income from:
Donations and gifts
2
3,000,000
147,137
Total income
3,000,000
147,137
Expenditure on:
Charitable activities
4
847,540
147,137
Total expenditure
847,540
147,137
Net income and movement in funds
2,152,460
-
Reconciliation of funds:
Fund balances at 1 July 2023
1,029,520
-
Fund balances at 30 June 2024
3,181,980
-
Total
2024
£
3,147,137
3,147,137
994,677
994,677
2,152,460
1,029,520
3,181,980

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST BALANCE SHEET

AS AT 30 JUNE 2025

|2025
Notes
£
£
Current assets
Cash at bank and in hand
11,377,239
Creditors: amounts falling due within
one year
10
(6,600)
Net current assets
11,370,639
The funds of the charity
Unrestricted funds - general
13
2,370,639
Unrestricted funds - designated
12
9,000,000
11,370,639
The financial statements were approved by the trustees on .........................
..............................
..............................
Mr H O Rhodes
Ms K Manning-Cooper
Trustee
Trustee
01-Oct-25 | 2:13 BST|2024
£
£
3,196,080
(14,100)
3,181,980
3,181,980
-
3,181,980|2024
£
£
3,196,080
(14,100)
3,181,980
3,181,980
-
3,181,980| |---|---|---| |||3,181,980
-| |||3,181,980| ||||

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 30 JUNE 2025

Notes
Cash flows from operating activities
Cash generated from operations
16
Investing activities
Investment income received
Net cash generated from investing activities
Net cash generated from financing activities
Net increase in cash and cash equivalents
Cash and cash equivalents at beginning of year
Cash and cash equivalents at end of year
2025
£
£
8,150,451
30,708
30,708
-
8,181,159
3,196,080
11,377,239
2024
£
£
2,157,810
-
-
-
2,157,810
1,038,270
3,196,080
2024
£
£
2,157,810
-
-
-
2,157,810
1,038,270
3,196,080
2,157,810
1,038,270
3,196,080

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

1 Accounting policies

Charity information

BTP is a Charitable Incorporated Organisation (CIO).

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's memorandum of association, the Charities Act 2011, FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”) and the Charities SORP "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 charity is a Public Benefit Entity as defined by FRS 102.

The financial statements 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 Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors or grantors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

1.4 Income

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

1.5 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.

1.6 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

2 Income from donations and gifts

Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds
2025 2025 2025 2024 2024 2024
£ £ £ £ £ £
Donations and gifts 9,050,000 283,068 9,333,068 3,000,000 147,137 3,147,137

3 Income from investments

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Interest receivable 30,708 -
Direct costs
Bank fee
Bookkeeping costs
Charitable donation
Legal expenses
Printing, postage & stationery
IT software
Subscription
Travel
Consulting
Share of support and governance costs (see note 5)
Governance
Analysis by fund
Unrestricted funds - general
Restricted funds
Total
2025
£
64
429
1,162,134
3,360
195
-
335
-
500
1,167,017
8,100
1,175,117
892,049
283,068
1,175,117
Total
2024
£
123
406
983,375
-
180
1,620
1,561
262
-
987,527
7,150
994,677
847,540
147,137
994,677

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

5 Support costs allocated to activities

Governance
6
Net movement in funds
The net movement in funds is stated after charging/(crediting):
Fees payable for the audit of the charity's financial statements
Total
2025
£
8,100
2025
£
6,600
Total
2024
£
7,150
2024
£
8,100

7 Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the charity during the year.

8 Employees

There were no employees during the year (2024: none).

9 Taxation

The charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

10 Creditors: amounts falling due within one year

Creditors: amounts falling due within one year
2025 2024
£ £
Accruals and deferred income 6,600 14,100

11 Restricted funds

The restricted funds of the charity comprise the unexpended balances of donations and grants held on trust subject to specific conditions by donors as to how they may be used.

At 1 July 2024 Incoming Resources At 30 June
resources expended 2025
£ £ £ £
Donations - 283,068 (283,068) -

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

11 Restricted funds

Restricted funds (Continued)
Previous year: At 1 July 2023 Incoming Resources At 30 June
resources expended 2024
£ £ £ £
Donations - 147,137 (147,137) -

Note to the restricted funds

The above fund relates to income received from donors to support specific search and rescue operations.

12 Unrestricted funds - designated

These are unrestricted funds which are material to the charity's activities.

At 1 July 2024 Transfers At 30 June
2025
£ £ £
Designated funds - 9,000,000 9,000,000

The designated fund has been created to support projects that are planned for 2025/26 onwards including creating long term investments to ensure future stability and support of these projects.

13 Unrestricted funds

The unrestricted funds of the charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used. These include designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes.

At 1
General funds
Previous year:
At 1
General funds
July 2024
Incoming
resources
Resources
expended
Transfers
At 30 June
2025
£
£
£
£
£
3,181,980
9,080,708
(892,049)
(9,000,000)
2,370,639
July 2023
Incoming
resources
Resources
expended
Transfers
At 30 June
2024
£
£
£
£
£
1,029,520
3,000,000
(847,540)
-
3,181,980

Docusign Envelope ID: 14B11C4E-5CAC-4982-8FB3-7AB97C11D3B7

BTP FORMERLY THE GFY TRUST NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

14 Analysis of net assets between funds

Unrestricted
Unrestricted
funds
funds
general
designated
2025
2025
£
£
At 30 June 2025:
Current assets/(liabilities)
2,370,639
9,000,000
2,370,639
9,000,000
Unrestricted
Unrestricted
funds
funds
general
designated
2024
2024
£
£
At 30 June 2024:
Current assets/(liabilities)
3,181,980
-
3,181,980
-
15
Related party transactions
There were no disclosable related party transactions during the year (2024 - none).
16
Cash generated from operations
2025
£
Surplus for the year
8,188,659
Adjustments for:
Investment income recognised in statement of financial activities
(30,708)
Movements in working capital:
(Decrease)/increase in creditors
(7,500)
Cash generated from operations
8,150,451
17
Analysis of changes in net funds
Unrestricted
Unrestricted
funds
funds
general
designated
2025
2025
£
£
At 30 June 2025:
Current assets/(liabilities)
2,370,639
9,000,000
2,370,639
9,000,000
Unrestricted
Unrestricted
funds
funds
general
designated
2024
2024
£
£
At 30 June 2024:
Current assets/(liabilities)
3,181,980
-
3,181,980
-
15
Related party transactions
There were no disclosable related party transactions during the year (2024 - none).
16
Cash generated from operations
2025
£
Surplus for the year
8,188,659
Adjustments for:
Investment income recognised in statement of financial activities
(30,708)
Movements in working capital:
(Decrease)/increase in creditors
(7,500)
Cash generated from operations
8,150,451
17
Analysis of changes in net funds
Total
2025
£
11,370,639
11,370,639
Total
2024
£
3,181,980
3,181,980
2025
£
8,188,659
(30,708)
(7,500)
8,150,451
2024
£
2,152,460
-
5,350
2,157,810

The charity had no material debt during the year.