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2025-12-31-accounts

Charity registration number: 1072370

WHINFIELD STUDY TRUST TRUSTEES' REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2025

Whinfield Study Trust Contents

Page
Reference and Administrative Details 1
Trustees' Report 2—4
Independent Examiner's Report 5
Statement of Financial Activities 6
Comparative Statement of Financial Activities 7
Statement of Financial Position 8
Notes to the Financial Statements 9—14

Whinfield Study Trust Reference and Administrative Details For The Year Ended 31 December 2025

Trustees Mr Leon White
Mr Dan Fishwick
Mr Terry James
Charity Number 1072370
Principal Address Hornby Park School
Melling Road
Hornby
Lancaster
LA2 8LH
Independent Examiner mca Banbury Ltd
The American Barns, Banbury Road
Lighthorne
Warwick
Warwickshire
CV35 0AE
Bankers HSBC Bank plc
1 Forest Green
Off Caxton Road
Fulwood
Preston
PR2 9LJ

Page 1

Trustees' Report For The Year Ended 31 December 2025

Whinfield Study Trust

The trustees present their report and the financial statements for the year ended 31 December 2025.

Objectives and Activities

Aims and Objectives

The charitable objects of the charity are the advancement of the education of children and young people aged five to eighteen in particular by assistance to their parents to enable such children to be taught otherwise than at school as defined in the Education Acts and any other charitable purpose for the benefit of the worldwide Christian fellowship known as the Plymouth Brethren Christian Church.

In furtherance of its objects, the Trust provides premises under a formal lease for an independent school, which has been run by OneSchool Global UK (OSGUK).

The charity also provides grant funding and other financial support to OSGUK at the discretion of the Trustees in order to enable OSGUK to provide a well-balanced education at primary and secondary levels, for children and young people whose parents appreciate the Christian ethos.

Success is measured in terms of the provision of appropriate facilities to OSGUK whilst minimising expenditure. This in turn, frees up funds for raising standards of education for all concerned and for the improvement of facilities for pupils and staff alike.

The Trustees have referred to the guidance contained in the Charity Commission’s general guidance on public benefit and have regard to it when reviewing their aims and objectives, and in planning their future activities. In particular they consider how planned activities will contribute to the educational aims and objectives they have set.

Volunteers are an integral part of the community ethos and values of the charity and there is a strong and willing group of volunteers who assist and support the charity throughout the year.

The trading activities of the charity’s trading subsidiary The Wenning Company Limited (Registered Company 07904700), which operates a chain of convenience stores, are undertaken by volunteers.

Objectives, strategies and activities

Throughout the year the charity has continued to provide educational premises in support of the educational activities of OSGUK.

The charity has a wholly owned subsidiary company, The Wenning Company Limited, which undertakes trading activities. All profits chargeable to corporation tax are gifted to the charity in support of the charitable activities of the charity.

Public Benefit

The trustees confirm that they have complied with the requirements of Section 17 of the Charities Act 2011 to have due regard to the Charity Commission’s guidance on public benefit.

Financial Review

...CONTINUED

Page 2

Whinfield Study Trust Trustees' Report (continued) For The Year Ended 31 December 2025

Financial Position - continued

After making appropriate enquiries, the Trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, it continues to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the Accounting Policies.

Plans for future periods

Aims and key objectives for future periods

The trading subsidiary company (The Wenning Company Limited) stopped trading in the year and is planning to close down in 2026.

Structure, Governance and Management

Governing Document

Whinfield Study Trust is constituted by a Deed of Trust dated 31 May 1996, amended 8 Oct 1997 and is registered with the Charity Commission for England.

The Trustees who served during the year and since the year end are set out on page 1. None of the Trustees, nor any person connected with them, received any remuneration from the charity in the year ended 31st December 2025 (year ended 31st December 2024 £nil).

The power to appoint Trustees is vested in the existing Trustees subject to the requirements of the charity deed. Trustees are selected according to their own specialism in a particular field and are expected to pursue that specialism. New Trustees are instructed in the need to fully adhere to the ethos and values of the charity.

New Trustees are appointed at charity meetings and training is given by the outgoing trustee being replaced, along with support from fellow Trustees.

Principal Risks

The Trustees have examined the major strategic, business and operational risks that the charity faces. The Trustees are satisfied that the major risks identified have been adequately mitigated where necessary. It is recognised that systems can only provide reasonable but not absolute assurance that major risks have been adequately managed.

The principal risks to the charity are:

• risk of damage to the property held by the charity (although the property holds property insurance);

• risk of closure or relocation of the schooling by OneSchool Global UK (considered unlikely). There were no serious incidents relating to the charity over the year to report.

Statement of Trustees' Responsibilities

The trustees are responsible for preparing the Annual 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 period. In preparing the financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the accounts comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations 2008 and the provisions of the charity 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.

Page 3

Whinfield Study Trust Trustees' Report (continued) For The Year Ended 31 December 2025

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charity's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

The trustees' report was approved by the board of trustees and signed on its behalf by:

Mr Leon White 24 Jun 2026 Trustee Date

Page 4

Whinfield Study Trust Independent Examiner's Report to the Trustees of Whinfield Study Trust For The Year Ended 31 December 2025

I report to the trustees on my examination of the accounts of Whinfield Study Trust (the Trust) for the year ended 31 December 2025.

Responsibilities and Basis of Report

As the charity trustees of the Trust, 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 Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed 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:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the applicable requirements concerning the form and contents of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination.

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.

25 Jun 2026

mca Banbury Ltd

Date The American Barns, Banbury Road Lighthorne Warwick Warwickshire CV35 0AE

Page 5

Whinfield Study Trust Statement of Financial Activities For The Year Ended 31 December 2025

Notes
INCOME AND ENDOWMENTS FROM:
Donations and legacies
4
Charitable activities:
Charitable Activities
Investments
5
EXPENDITURE ON:
Charitable activities:
6
Charitable Activities
NET INCOME/(EXPENDITURE)
Transfers between funds
16
NET MOVEMENT IN FUNDS
RECONCILIATION OF FUNDS:
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
16
Unrestricted
funds
£
-
10,000
65,218
Restricted
funds
£
171,625
-
-
2025
Total
funds
£
171,625
10,000
65,218
2024
Total
funds
£
47,286
7,500
75,653
75,218 171,626 246,844 130,439
(116,835) (66,581) (183,416) (190,030)
(41,617)
597,659
105,045
(597,659)
63,428
-
(59,591)
-
556,042
979,072
(492,614)
492,614
63,428
1,471,686
(59,591)
1,531,277
1,535,114 - 1,535,114 1,471,686

The notes on pages 9 to 14 form part of these financial statements.

Page 6

Whinfield Study Trust Comparative Statement of Financial Activities For The Year Ended 31 December 2025

Notes
INCOME AND ENDOWMENTS FROM:
Donations and legacies
4
Charitable activities:
Charitable Activities
Investments
5
EXPENDITURE ON:
Charitable activities:
6
Charitable Activities
NET EXPENDITURE
Transfers between funds
16
NET MOVEMENT IN FUNDS
RECONCILIATION OF FUNDS:
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
16
Unrestricted
funds
£
-
7,500
75,653
Restricted
funds
£
47,286
-
-
2024
Total
funds
£
47,286
7,500
75,653
83,153 47,286 130,439
(141,423) (48,607) (190,030)
(58,270)
26,905
(1,321)
(26,905)
(59,591)
-
(31,365)
1,010,437
(28,226)
520,840
(59,591)
1,531,277
979,072 492,614 1,471,686

The notes on pages 9 to 14 form part of these financial statements.

Page 7

Whinfield Study Trust Statement of Financial Position As At 31 December 2025

Notes
FIXED ASSETS
Tangible Assets
10
Investments
11
CURRENT ASSETS
Debtors
12
Cash at bank and in hand
Creditors: Amounts Falling Due Within One Year
13
NET CURRENT ASSETS (LIABILITIES)
TOTAL ASSETS LESS CURRENT LIABILITIES
Creditors: Amounts Falling Due After More Than One
Year
14
NET ASSETS
FUNDS OF THE CHARITY
Restricted Funds
Unrestricted Funds
TOTAL FUNDS
16
Unrestricted
funds
£
1,609,025
3
Restricted
funds
£
-
-
2025
Total
funds
£
1,609,025
3
2024
Total
funds
£
1,647,951
3
1,609,028
27,293
9,040
-
-
-
1,609,028
27,293
9,040
1,647,954
-
22,679
36,333
(29,246)
-
-
36,333
(29,246)
22,679
(22,947)
7,087 - 7,087 (268)
1,616,115 - 1,616,115 1,647,686
(81,001) - (81,001) (176,000)
1,535,114 - 1,535,114 1,471,686
-
1,535,114
492,614
979,072
1,535,114 1,471,686

On behalf of the board

Leon White 24 Jun 2026 Trustee Date

The notes on pages 9 to 14 form part of these financial statements.

Page 8

Whinfield Study Trust Notes to the Financial Statements For The Year Ended 31 December 2025

1. General Information

Whinfield Study Trust is an unincorporated charity registered with the Charity Commission, registered charity number 1072370. The principal address is Hornby Park School, Melling Road, Hornby, Lancaster, LA2 8LH.

2. Statement of Compliance

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) "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)", Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities Act 2011.

3. Accounting Policies

Page 9

Whinfield Study Trust Notes to the Financial Statements (continued) For The Year Ended 31 December 2025

3.6. Tangible Fixed Assets and Depreciation

Tangible fixed assets costing £500 or more are capitalised and recognised when future economic benefits are probable and the cost or value of the asset can be measured reliably.

Tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. Depreciation is provided at rates calculated to write off the cost of the fixed assets, less their estimated residual value, over their expected useful lives on the following bases:

Freehold 2% Straight Line Leasehold 10% Straight Line Plant & Machinery 20% Straight Line

4. Income from Donations and Legacies

4.
Income from Donations and Legacies
Donations and gifts
5.
Investment Income
Donations from subsidiary
2025
Restricted
funds
£
171,625
2024
Restricted
funds
£
47,286
2025
Unrestricted
funds
£
65,218
2024
Unrestricted
funds
£
75,653

Page 10

Whinfield Study Trust Notes to the Financial Statements (continued) For The Year Ended 31 December 2025

6.
Analysis of Expenditure
Charitable Activities
Charitable Activities
7.
Support Costs
Premises expenses:
Repairs and maintenance
General administration:
Independent examiner's fees
Accountancy fees
Professional fees
Bank charges
Charitable donations
Sundry expenses
Depreciation:
Depreciation of freehold land and property
Interest payable:
Bank interest payable
Premises expenses:
Repairs and maintenance
General administration:
Audit fees
Accountancy fees
Legal fees
Charitable donations
Sundry expenses
2025
Support
costs
(see note 7)
£
183,416
2024
Support
costs
(see note 7)
£
190,030
2025
Charitable
Activities
£
28,459
2,000
1,000
38,122
144
58,000
140
38,926
16,625
183,416
2024
Charitable
Activities
£
48,607
2,250
8,400
1,720
85,652
143
...CONTINUED

Page 11

Whinfield Study Trust Notes to the Financial Statements (continued) For The Year Ended 31 December 2025

Depreciation:
Depreciation of freehold land and property
Interest payable:
Bank interest payable
.
Independent Examiner's Remuneration
2025
£
Independent examination of the financial statements
2,000
38,388
4,870
190,030
2024
£
2,000

8. Independent Examiner's Remuneration

9. Average Number of Employees

Average number of employees during the year was: nil (2024: nil )

10. Tangible Assets

Cost
As at 1 January 2025
As at 31 December 2025
Depreciation
As at 1 January 2025
Provided during the period
As at 31 December 2025
Net Book Value
As at 31 December 2025
As at 1 January 2025
Land &
Property
Freehold
£
2,046,282
Plant &
Machinery
£
7,800
Fixtures &
Fittings
£
555
Total
£
2,054,637
2,046,282 7,800 555 2,054,637
398,331
38,926
7,800
-
555
-
406,686
38,926
437,257 7,800 555 445,612
1,609,025 - - 1,609,025
1,647,951 - - 1,647,951

11. Investments

Cost or Valuation
As at 1 January 2025
As at 31 December 2025
Provision
As at 1 January 2025
As at 31 December 2025
Net Book Value
As at 31 December 2025
As at 1 January 2025
Subsidiaries
£
3
3
-
-
3
3

Page 12

Whinfield Study Trust Notes to the Financial Statements (continued) For The Year Ended 31 December 2025

Subsidiaries

Details of the charity's subsidiaries as at 31 December 2025 are as follows:

Class of shares
held
Ordinary
Name of undertaking
Registered Office
The Wenning Company Ltd
12.Debtors
Due within one year
VAT
13.
Creditors: Amounts Falling Due Within One Year
Trade creditors
VAT & Other creditors
Accruals and deferred income
14.
Creditors: Amounts Falling Due After More Than One Year
Bank loans
15.
Loans
An analysis of the maturity of loans is given below:
Amounts falling due between one and five years:
Bank loans
16.
Movement in Funds
As at 1
January
2025
Income
Expenditure
£
£
£
Unrestricted funds
General:
General unrestricted fund
979,072
75,218
(116,835)
Restricted funds
Restricted Fund
492,614
171,626
(66,581)
Total funds
1,471,686
246,844
(183,416)
Class of shares
held
Ordinary
Name of undertaking
Registered Office
The Wenning Company Ltd
12.Debtors
Due within one year
VAT
13.
Creditors: Amounts Falling Due Within One Year
Trade creditors
VAT & Other creditors
Accruals and deferred income
14.
Creditors: Amounts Falling Due After More Than One Year
Bank loans
15.
Loans
An analysis of the maturity of loans is given below:
Amounts falling due between one and five years:
Bank loans
16.
Movement in Funds
As at 1
January
2025
Income
Expenditure
£
£
£
Unrestricted funds
General:
General unrestricted fund
979,072
75,218
(116,835)
Restricted funds
Restricted Fund
492,614
171,626
(66,581)
Total funds
1,471,686
246,844
(183,416)
Class of shares
held
Ordinary
Name of undertaking
Registered Office
The Wenning Company Ltd
12.Debtors
Due within one year
VAT
13.
Creditors: Amounts Falling Due Within One Year
Trade creditors
VAT & Other creditors
Accruals and deferred income
14.
Creditors: Amounts Falling Due After More Than One Year
Bank loans
15.
Loans
An analysis of the maturity of loans is given below:
Amounts falling due between one and five years:
Bank loans
16.
Movement in Funds
As at 1
January
2025
Income
Expenditure
£
£
£
Unrestricted funds
General:
General unrestricted fund
979,072
75,218
(116,835)
Restricted funds
Restricted Fund
492,614
171,626
(66,581)
Total funds
1,471,686
246,844
(183,416)
Class of shares
held
Ordinary
Name of undertaking
Registered Office
The Wenning Company Ltd
12.Debtors
Due within one year
VAT
13.
Creditors: Amounts Falling Due Within One Year
Trade creditors
VAT & Other creditors
Accruals and deferred income
14.
Creditors: Amounts Falling Due After More Than One Year
Bank loans
15.
Loans
An analysis of the maturity of loans is given below:
Amounts falling due between one and five years:
Bank loans
16.
Movement in Funds
As at 1
January
2025
Income
Expenditure
£
£
£
Unrestricted funds
General:
General unrestricted fund
979,072
75,218
(116,835)
Restricted funds
Restricted Fund
492,614
171,626
(66,581)
Total funds
1,471,686
246,844
(183,416)
Direct
holding
100.00%
2025
£
27,293
2025
£
11,965
31
17,250
29,246
2025
£
81,001
2025
£
81,001
Transfers
£
597,659
(597,659)
Indirect
holding
100.00%
2024
£
-
2024
£
6,677
(4,567)
20,837
22,947
2024
£
176,000
2024
£
176,000
As at 31
December
2025
£
1,535,114
-
1,471,686 246,844 (183,416) - 1,535,114

Page 13

Whinfield Study Trust Notes to the Financial Statements (continued) For The Year Ended 31 December 2025

Unrestricted funds
General:
General unrestricted fund
Restricted funds
Restricted Fund
Total funds
As at 1
January
2024
£
1,010,437
520,840
Income
£
83,153
47,286
Expenditure
£
(141,423)
(48,607)
Transfers
£
26,905
(26,905)
As at 31
December
2024
£
979,072
492,614
1,531,277 130,439 (190,030) - 1,471,686

17. Transactions with Trustees

None of the trustees received any remuneration or any other benefits from an employment with the charity or a related entity during the current or previous year.

No trustee expenses have been incurred.

18. Related Party Disclosures

Charity

As stated in Note 11, The Wenning Company Limited is a wholly owned subsidiary undertaking of the charity. £69,000 (2024: £75,652) was received by the charity from the subsidiary under gift aid.

During the year the charity made the following related party transactions:

The Wenning Company Limited - Leon White

During the year Whinfield Study Trust made payments totalling £500 to a related party, The Wenning Company Limited (of which Leon White is a director) in relation to the purchase of various kitchen equipment and appliances.

Page 14

Issuer

Issuer mca Business Ltd Document generated Wed, 24th Jun 2026 16:15:01 BST Document fingerprint 7d113c8aa1693e97e88dfa86ad3976db

Parties involved with this document

Document processed

Party + Fingerprint

Wed, 24th Jun 2026 17:49:24 BST Thu, 25th Jun 2026 9:19:38 BST

Mr Leon White - Signer (1975ca7a309974f4f9b52399bfbc648b) Martin Cox - Signer (4ba52c37e220642152517d3807b16770)

Audit history log

Date

Action

Wed, 24th Jun 2026 16:15:01 BST Wed, 24th Jun 2026 16:15:01 BST Wed, 24th Jun 2026 16:15:01 BST

Wed, 24th Jun 2026 16:15:01 BST Wed, 24th Jun 2026 16:15:01 BST Wed, 24th Jun 2026 16:15:12 BST Wed, 24th Jun 2026 17:48:57 BST Wed, 24th Jun 2026 17:49:24 BST Wed, 24th Jun 2026 17:49:24 BST Wed, 24th Jun 2026 17:49:24 BST Thu, 25th Jun 2026 9:19:20 BST Thu, 25th Jun 2026 9:19:34 BST Thu, 25th Jun 2026 9:19:38 BST Thu, 25th Jun 2026 9:19:38 BST Thu, 25th Jun 2026 9:19:38 BST Thu, 25th Jun 2026 9:19:38 BST Thu, 25th Jun 2026 9:19:38 BST

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