OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2025-04-05-accounts

Makers of Playing Cards Charity

Financial Statements for the year ended 5 April 2025 together with the Trustees’ Report

Charity registration number: 232876

Page
Trustees’ Report
Introduction, Objectives and Activities 2
Trustees and Officers 2
Principal Professional Advisers 3
Trustees’ Responsibilities 3
Strategic Report 4 - 5
2024/25 Selected Programme Highlights
Plans for Future Periods
Financial Review
Risk and Uncertainty
Independent Examiner
Acknowledgements 5
Independent Examiner's Report to the Trustees of Makers of Playing Cards Charity 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Accounts 9 - 11

1

Makers of Playing Cards Charity Trustees’ R eport and Financial Statements 2025

Trustees’ Report

Introduction, Objectives and Activities

The Trustees present their report and the financial statements for the year ended 5[th] April 2025. Makers of Playing Cards Charity’s charitable objectives, as set out in its governing documents, are the relief of need, hardship and distress, especially among children, and the provision of financial assistance to deserving students aged 25 or under for educational purposes.

Trustees and Officers

The following served as Trustees and Officers during the year. Those who are Trustees through holding office with the Worshipful Company of Makers of Playing Cards serve for periods of 3 years; the other Trustees serve for an initial term of 3 years and may be reappointed. All Trustees give their time freely, without any remuneration. They meet three times a year to administer the Charity and to review recommendations for and to make Grants and Awards.

Trustees

D.M. Bole

C.G. Bowhay (Treasurer)

R Corb

Captain M.L. Davis-Marks OBE RN (Chairman)

N. Logan Green

D.F. Hussey

S.A. Nichols

N.J. Prentice

R. Squire

M.C. Talbot JP (appointed 27[th] November 2024)

L.C. Whitlam (appointed 27[th] November 2024)

M.J. Winston (resigned 20[th] February 2025)

Officers

Prime Almoner Assistant Almoner

D.F. Hussey S.A. Nichols

Secretary to the Trustees

A.L. Prouse BEd (Hons)

2

Makers of Playing Cards Charity Trustees’ R eport and Financial Statements 2025

Principal Professional Advisers

Bankers

HSBC plc 60 Queen Victoria Street London EC4N 4TR

Investment Managers

Rathbones Group Plc (Incorporating Investec Wealth & Management Ltd) 30 Gresham Street

London EC2V 7QN

Solicitor

B. J. Madden Clarkson Wright & Jakes Limited Valiant House, 12 Knoll Rise Orpington Kent BR6 0PG

Independent Examiner

Ferguson Maidment & Co. 8[th] Floor, 167, Fleet Street London EC4A 2EA

Trustees’ Responsibilities

The Trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and regulations. Trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards) and applicable law. The Trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Charity. In preparing these financial statements, the Trustees are required to:

The Trustees are also 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.

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 are also responsible for ensuring that adequate arrangements are in place to manage risk and uncertainty as expanded further on page 5. The Trustees confirm that they have paid due regard to the guidance contained in the Charity Commission’s general guidance on public benefit when setting the charity’s objectives and planning its activities. This report explains the Charity’s activities and demonstrates how they contribute to the Charity’s purposes and provide public benefit.

3

Makers of Playing Cards Charity Trustees’ Report and Financial Statements 2025

Strategic Report

2024/25 Selected Programme Highlights

During the year, Grants and Awards totalling £134,540 (2024: £103,422) were approved by the Trustees, some of which are to be paid out in future years.

Plans for Future Periods

Grant Making Policy

The Charity invites applications for funding of grants for the public benefit from members of the Worshipful Company of Makers of Playing Cards, from educational establishments, and from members of the public. The Almoners consider the merits of each application and, if they consider it necessary, seek further information before submitting recommendations to the Trustees.

Investments and Reserves Policies

It is the policy of the Trustees to distribute investment and other income annually, and to maintain reserves at a level to support the Trust’s on-going activities. The Trustees have power to invest in any investments being authorised by law for the investment of trust money. The investment strategy is determined by the Trustees and reviewed on a regular basis to maximise future income.

Financial Review

The financial results are set out in the Statement of Financial Activities on page 7.

The total income for the year, including investment income, legacies, donations and Gift Aid receivable amounted to £112,707 (2024: £142,800) of which £51,610 (2024: £77,147) was transferred to the Permanent Endowment Fund in accordance with donors’ wishes.

The year coincided with a decrease in value of £21,919 (2024: decreased by £34,617) to £986,190 (2024: £1,008,109) in the charity’s investment portfolio.

Financial reserves

The Trustees review reserves at least annually, and maintain unrestricted income reserves sufficient to maintain the Charity’s operations, in the event that income is unexpectedly reduced from current levels. The Trustees consider the probability of a reduction in and security of each source of income together with the ability to reduce the level of Grants and Awards, and also the risk associated with the equity investments, in which a proportion of the reserves are held.

Going concern

The Trustees consider that the Charity is in a strong position and is well placed to manage the business risks. This position is supported by a sufficient level of reserves, and a relatively stable group of annual donors. The Trustees therefore have a reasonable expectation that the organisation has sufficient resources to continue in operational existence for the foreseeable future and believe that there are no material uncertainties that call into doubt the ability of Makers of Playing Cards Charity to continue as a going concern. Processes, including cash flow projections, take into consideration the current economic climate and its potential impact on the various sources of income and planned expenditure.

4

Makers of Playing Cards Charity Trustees’ Report and Financial Statements 2025

Risk and Uncertainty

The Trustees have overall responsibility for ensuring that the Charity has an appropriate system of controls, financial and otherwise. They are also responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and enable the financial statements comply with the Statement of Recommended Practice (SORP) “Accounting and Reporting by Charities” (FRS 102). They are also responsible for safeguarding the assets of Makers of Playing Cards Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities and to provide reasonable assurance that:

The systems of internal control are designed to provide reasonable, but not absolute, assurance against material misstatement or loss. They include:

The Trustees have examined the major risks which Makers of Playing Cards Charity faces and confirm they have established procedures to ensure regular reporting takes place so that necessary steps can be undertaken to minimise risks.

Independent Examiner

Each of the persons who is a Trustee at the date when this report is approved confirms that:

Ferguson Maidment & Co. has expressed its willingness to continue as independent examiner for the next financial year.

Acknowledgements

The Trustees would like to take this opportunity to thank everyone who has shown their dedication and commitment to our charity.

The Trustees' Report therein has been approved by the Trustees on 2025 after independent examination, and signed on their behalf by:

M.L. Davis-Marks Chairman

5

Makers of Playing Cards Charity Trustees’ Report and Financial Statements 2025

Independent Examiner's Report to the Trustees of Makers of Playing Cards Charity

I report to the trustees on my examination of the financial statements of Makers of Playing Cards Charity (‘the charity’) for the year ended 5th April 2025 which comprise the Statement of Financial Activities, the Balance Sheet and related notes. This report is made solely to the charity’s trustees, as a body, in accordance with section 145 of the Charities Act 2011. 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 this 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, for this report, or for the opinions I have formed

Responsibilities and basis of report

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity’s financial statements 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.

An independent examination does not involve gathering all the evidence that would be required in an audit and consequently does not cover all the matters that an auditor considers in giving their opinion on the financial statements. The planning and conduct of an audit goes beyond the limited assurance that an independent examination can provide. Consequently I express no opinion as to whether the financial statements present a ‘true and fair’ view and my report is limited to those specific matters set out in the independent examiner’s statement.

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:

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 financial statements to be reached.

Paul Manalo (FCA) Ferguson Maidment & Co. 8th Floor, 167, Fleet Street London EC4A 2EA

6

Makers of Playing Cards Charity Trustees’ Report and Financial Statements 2025

MAKERS OF PLAYING CARDS CHARITY

STATEMENT OF FINANCIAL ACTIVITIES

FOR THE YEAR ENDED 5 APRIL 2025

Note
Unrestricted
Funds
Endowment
£
£
Income and endowments:
Donations & legacies
3
10,800
51,610
Investment Income
4
50,297
-
Fundraising Income
___-__
-
Total Income
61,097
51,610
Expenditure on:
Management
5
(12,896)
(3,257)
Charitable Activities
6
(134,540)
-
Total Expenditure
(147,436)
(3,257)
Net (losses)/gains on Investments
15,080
(57,622)
Net Income/(Expenditure)
(71,259)
(9,269)

Total Funds brought forward
592,035
495,420
_
______
Total Funds carried forward
520,776
486,151
2025
Total
£
62,410
50,297
-
112,707
(16,153)
(134,540)
(150,693)
(42,542)
(80,528)
1,087,455
_
1,006,927
2024
Total
£
71,814
53,802
17,184
142,800
(15,556)
(103,422)
(118,978)
(15,350)
8,472
1,078,983
__
1,087,455

7

Makers of Playing Cards Charity Trustees’ Report and Financial Statements 2025

MAKERS OF PLAYING CARDS CHARITY

BALANCE SHEET

AS AT 5 APRIL 2025

Note
2025
£
FIXED ASSETS
Investments
7
986,190

CURRENT ASSETS
Debtors
Cash at bank
10,800
126,480
137,280



CREDITORS
Amounts falling due within one year
(116,543)

NET CURRENT ASSETS
20,737

TOTAL ASSETS Less: CURRENT LIABILITIES
CREDITORS falling due after one year
1,006,927
_____-__


TOTAL NET ASSETS
1,006,927

FUNDS OF THE CHARITY
Unrestricted Income Fund
520,776

Permanent Endowment Fund
486,151

TOTAL FUNDS
1,006,927

The accounts on pages 7 to 11 were approved by the Trustees on 2025 and were s
behalf by:
2024
£
1,008,109
11,851
136,068
147,919
(68,573)
79,346
1,087,455
_-
1,087,455
592,035
495,420
1,087,455
igned on their

M.L. Davis-Marks Chairman

8

Makers of Playing Cards Charity Trustees’ Report and Financial Statements 2025

The accompanying notes form an integral part of these accounts.

1 Charity information

Makers of Playing Cards Charity, previously named The Cutler Trust, is a UK registered charity (charity number 232876) constituted under a Trust Deed dated 25 October 1943, as last modified on 20 April 1978. The Trust is administered by a Deed of Amendment adopted on 16 October 2006. The address of the registered office is 35 Ascot Way, Bicester, Oxfordshire OX26 1AG.

2 Accounting policies

The financial statements have been prepared in accordance with the accounting policies set out in notes to the accounts and comply with the Charity’s governing documents, 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.

The principal accounting policies adopted in the preparation of the accounts are as follows:

a) Basis of accounting

The accounts are prepared in accordance with the historical cost convention as modified by the inclusion of investments at market value. After making enquires, the trustees have reasonable expectation that the Charity has adequate resources to continue its activities for the foreseeable future. Accordingly, they continue to adopt the going concern basis in preparing the financial statements as outlined in the Financial Review on page 4.

b) Incoming resources

Investment Income and Donations are accounted for in the period in which the Charity is entitled to receipt.

c) Resources expended.

Expenditure is included on an accrual’s basis. Grants payables are charged in the year in which the offer is made.

d) Permanent Endowment fund

The Permanent Endowment Fund is a restricted fund with the capital held for the benefit of the Charity and only the income is available for distribution.

e) Fixed asset investments

Investments are included at closing mid-market value at the balance sheet date. Any gain or loss is taken to the Statement of Financial Activities.

3 Donations and Legacies

Of the total donations received of £62,410 (2024: £88,998), donors specifically requested that their regular donations of £51,610 (2024: £77,147) are transferred to the Permanent Endowment Fund. One legacy donation was received during the year of £1,000 (2024: £Nil).

4 Investment income

Dividends
Interest on cash deposits
2025
£
49,563
734
______

50,297
2024
£
53,027
775
______
53,802

9

Makers of Playing Cards Charity Trustees’ Report and Financial Statements 2025

5 Costs of management and administration

Management and administration
Investment management
Independent Examiner’s fee
2025
£
8,188
7,419
546
____
16,153
____
2024
£
7,021
7,989
546
____
15,556
____

6 Grants and Awards

Grants and awards to the value of £134,540 (2024: £103,422) were made during the year to the following 45 (2024: 44) organisations for work directly supporting their charitable activities, across three main categories:

2025 2024 £ £ Children’s charities 39,400 26,185 Other charities for hardship 41,990 31,087 Educational purposes 53,150 46,150 _ _ 134,540 103,422 _ _ 19 Company Cadets GASP Motor Project School Home Support Abigail's Footstep Grand Union Youth Orc Scotty's Little Soldiers Air Force Cadets -ATC 82 Squadron Grove Cottage Sheriffs and Recorders Army Cadets - AFC 19 Company HMS Diamond Small Green Shoots Arts Therapies for Children Jigsaw Spurgeon’s (Fegans) Bag Books King Solomon School Team Up Bloomfield Learning Kings Edwards School The Broomfield Learning Centre Book Clubs in schools London Freemans School The Childhood Trust Chapter One Lord Mayors Appeal The Children's Literacy Charity Christ's Hospital Lucas Vale Primary School The Guildhall School Trust City of London School Maypole Project The Maypole Project Coeliac UK National Youth Choir Tooting & Balham Sea Cadets Creative Futures New Tricks Trial and Error Direct Soccer Number Champions Trail-Blazers Mentoring Eastside Young Leaders Academy Oasis Children’s Treloar’s Trust EBED Quest For Learning Wycombe Youth Action Felix Fund S Piner Youth Project Yes Outdoors

7 Investments

Market value at 5 April 2025 (2024)
Acquisitions at cost
Disposal proceeds
Net (losses) in the year
Market value at 5 April 2025 (2024)
2025
£
1,008,109
451,814
(431,191)
(42,542)
____
986,190
____
2024
£
1,042,726
286,700
(305,967)
(15,350)
____
1,008,109
____

10

Makers of Playing Cards Charity Trustees’ Report and Financial Statements 2025

Investments at market value comprise:

UK and international equities
UK fixed interest securities
Investments at historical cost at 5 April
2025
£
815,171
171,019
___
_
986,190
____
2025
£
1,070,419
2024
£
960,409
47,700
___
1,008,109
____
2024
£
1,064,677

Investments in individual securities, which comprise over 5% by market value, held on 5th April were:

2025 2024
£ £
Vanguard Funds plc S&P 500 75,856 77,999
Schroder Oriental 57,501 58,809

8 Trustees' remuneration

No trustees received any remuneration during the year (2024 - £Nil).

9 Employee information

There was one person employed as the Secretary to the Trustees during the year (2024 - one).

11