THE NOR￿[AN WHITELEY TRUST
CHARITY NUMBER 226445
TRUSTEES REPORT AND FINANCIAL STATF.MENTS
FOR THE YEAR F,NJ)ED 29jII TrEBRUARY 2024
CONTENTS
PAGE
Independent Examiner5 Report
Statement of Financial Activities
Balance Sheet
4.- 9. Notes to the Accounts
APPENDIX
Charity Information
Trusiees Report

Page I
THE NORIIAN WHrrELEY TRUST
lTr•DEPELyDE￿T EXAMINER'S REPORT TO THE TRLStEES OF THE YJ ORMAN
WHITELEY TRU￿ F
R THE YEAR ENDED 29TU FEBRUARY 2024
I report to the Tn￿le¢S on my examination of the a¢rounts of the aLx)ve clwity (the Trust")
for the year ended 29 February 2024 wbith are Set out on pages 2 to 8.
REsPONsIBILIT￿s ANT) BASIS OF REPORT
As the C]wtty's Truslees. you are reswnsible for the preparntion of the accounts in
accordance with the requirements of th¢ Cb8rities A¢t 2011 (*he Act").
I rep)rt in respect of my examination of the Trust's a¢counts carried out under section 145 of
the 2011 Act and in Carrying out my exaJninati0￿ I have follo￿.ed all the applicable
Directions given by the Charity COM￿ls510n under section 145{5Xb) of the A¢L
INDEPENDENT EXANqtNER'S STATEMEYr
I have completed my examination. l ¢onfJrn] that no mAterial matters have come to my
attenlion in ¢owi¢¢tion with the examination which gives me cause to believe that in. any
material r¢spect'.
the xcounting records were not kept in accordance with section 130 of the Charities
Act,. OT
th¢ accounts did not a¢¢ord with the arcoun¢ing records" or
the accounts did not complv iviib the applicable requirements conceming the forni and
content of accounts set out in the Charities (Accounts and Reports) Regulations 2008
oth¢r than any r¢quir¢m¢nt that tbe a¢¢ounts gtve a 'trne and fair, view Mthicb is noi a
matter ¢onsidered as part of an independent examination.
I have Do concems and have come acr05s 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 accourkts to be reached.
Rawcliffe and Co. Limited, Unit I, Barons Coury Graceways, Whitehitls Business PaTL
Blackpool, FY4 5GP
Date..

Page 2
THE NORMAN WHITELEY TRLST
STATE•IENT OF FINANCIAL AcfiviTIES FOR THE YEAR ENDll¥G
29TH FEBRLARY 2024
Note
2024
2023
INCOMING RESOUR
Covenanted and voluntary income
tnvestment income
Ex¢epiional income
203228
176.965
TOTAL INCOME
203228
176,965
RESOLRCES EXPENDED
Direct charitable
Charitable gifts
Other Ex
enditure
Management and administrdtion
io
126.454
89,050
37.733
TOTAL EXPENDITURE
164.187
118,440
Excess l Deficit of income over
expendi￿re for the year
39.041
58,525
STATEMENT OF OTHER RECOGNISED GA￿s
Excess of income oyer
expenditure for the year
Investment gainslLosses.'
Realised
Unrealised
39.041
58,525
97.892
{58,82D
NET MOVEMBNT tN FUNDS FOR THE YEAR
TOTAL FUNDS BROUGHT FORlliARD
LOSS ON TRANSFER OF LOAN TO GtFr
136,933
3,987,173
(302)
3,987,475
TOTAL FUNDS CARRIED FORWARD
£4.1?4,I06
£3,987,173
The notes on pages 4 10 8 forn) part of th&se accounts.

Page 3
THE NORTr[￿￿ WHITELEY TRLIST
BALANCE SHEET AS AT 29TH FEBRL'ARY 2024
Note
2024
2023
FIXED ASSETS
Investtnents
3.807,058
3,634,871
CURREYf ASSETS
Debtors
C&8h at Bank and in Iwid
9,799
322,189
15,819
345,263
331,988
361.082
Less:
NT LIABIL
14,890
8.730
NET CURRENf AS5ETSIILIABILITIES)
317.098
352,352
TOTAL AssEfs LESS CURRE￿ LIABILITIES 4.124.156
3,987,223
CAPITAL
Pernianenl EndoMTnent Fund
Unrestricted funds
50
4.124.106
50
3.987,173
4.124.156
3,987L?3
Iq ￿ Trlw..Z0lLF.. and
Appr0vedbYtheTr￿Stee$On...............
signed on their behaIf
TRUSTEE
The notes on pages 4 10 8 forni part of these accounts.

Page 4
THE NORMAN INTUTELEY TRLST
NOTES TO THE ACCOUNfs FOR THE YEAJi EP4DED 29TH FEBRUARY 2024
I. ACCOUNTING POLICEES
1.1 BASIS OF PREPARATION OF ACCOLwrs
The accounts are prepared under the hists)ricat cost ¢onvention Mryth items recogDised at cost
or transa¢tion valu¢ unless otherwis¢ stated in th¢ rel¢vant nots5 to these accounts.
The account5 have been prepared in ￿¢0[dance with the Statement of Re¢oJnmendcd
Practice: Accounting and Rew)rting by Charities preparing their &¢¢ounts in ￿0rdance with
the Financial Reporting sla￿dard applicable in the LK and Republic of Ireland ffRS 102)
issued on 16 Julv 2014, and with the Charities Aci 2011.
The charity h&s taken advantage of the exemption in Financia] Reportillg St8lldard No l from
the requirement to produce a cash flow statement on the grounds that it qualifies es a small
charily.
1.2 TANGIBLE FIXED ASSETS FOR USE BY THE CHARITY
T￿ible fixed assets for use b! the charity. are stated at cosi les5 d¢pre¢iatioTh.
Invest]n¢nts ar¢ stated at market value.
Realised and uDreali5ed gaiDS and losses inveslrnents dealt with in the ststement of
Finaucial Activities.
Inv¢stment income plus associated re£overtJle is ￿edIt￿ to income otL an accruals basis,
using dates of payment for dividen(ts and daily a¢crual for interest.
tnvestEnent properties are revalued at the time of e&b tent review. The tEnt reviews and
revalu￿10￿ are undertaken by Hyde Harringto￿ Chartered Surveyors.
1.4 tNCOME
Voluntary incotne and donatiolls are accoullted foT as receLved by the chariry. No pemianeTht
endowments have been receiv￿ in the period.
1.5 VALUE ADDED TAX
Value Added Tax is recoveMI bv the charity on goods alld 5ervice5 relating to properties on
which the charity h&8 opted to t￿. The charity has opted to t&Y in respe¢t or..
31 Stricklandgate, Kendal 2s of 5 Ntpyember 2￿)3.
Tudor House: WindernLer¢ as of 24 July 20*3,
Beck Hou3e, Kendal as of 24 July 2023.
1.6 fvL4NAGEMwf AND ADMtMSTRATION
Expenditure on m8magen]enl and adtninistration of the charity includes ail expenditure not
direcdy related to the charitable activity..

Page 5
THE NOILMAN WllTELEY TRUST
NOTES TO THE ACCO[￿Ts FOR YEAR E)DED 29TH FEBRUARY 2024
2. COVEN"ANtED AND VOLUNfARY INCOME 2024
2023
Donations frim individua]s
Donations from corporate sponsors
3. INVESTMENf ￿COmE
2024
2023
Rental income
Interest receivable on c&sh depostts
Building Society int¢rest re¢¢iv8bl¢
Income from listrd invesknents
Interest on government sto¢ks
Other Incom¢
146.741
130.892
11,446
45.042
1,743
44,330
£203 ?75
£176,965
4. EXCEpfIoNAL tNCOL¥AE
2024
2023
5. MANAGEMENT AND ADMtNtSTRATtVE EXPENDITURE
2024
2023
Miscellaneous expenses
Bank interest and charges
Accountsncy charges
Secretsrial setvices
Professional Fees Re Propety
Propertv nlanagement charges
Property insurgjice
Repairs and Maintenance
Utilities Re Property
80
189
615
216
2,395
10,000
3,680
9,407
10,000
4.175
12.864
3.010
2.580
2J68
1,013
2,064
£37.733
£29,390

Page 6
THE f40Ri￿AN WHrrELEY TRUST
NOTES T
THE ACCOUNTS FOR THE YEAR ENDED 29TH FEBRUARY 2024
6. INVESN￿Nrs
Cost or Revaluation
6.1 tNVESTMEhT PROPERTIES
2024
2023
The followlllg investment properties are owned by the Trust..
4 & 4A Market Stree¢ UlveJ3ton (purchLwI
9.11.1994) (revalultion)
35137 CTe5cenl Road, Winderniere (purchased
16.12.1994) (revalualion)
31 Strickiandgate Kendal (purch￿ 17.12.2003)
(revaluation)
450,000
The Rivet%ide Centr< Kendal (purchased 17.02.20?2)
(cost)
282,650
Tudor Hous< Wind¢rnier¢ {purch￿¢d 10.08.2023)
(cost)
Beck House, Kendal (purchased 06.11.2023)
(cost)
795.000
795,000
2?5.000
225.00
450,IK)O
282,650
297,26]
242,021
£?.291,932
1,752,650
a) The properties are fullv let and overa]I shoTh a gross return Dn rental income of 6.40/0.
The market value of au the properties was £2,291,932 (20?3 £1.752.650).
b) The Nornian Whiteley Trust has an interest in Pentrenani HalL Church Stoke, Powys,
which iThterest wa5 acquired by the A&semblies of God out of gifts made by The
Nornian Ivhiteley Trn5t in previous years and this interest th¢ Ass¢mbliES of God
have now vested in Tbe Nonnan Whiteley Tr￿St.

Page 7
THE NORMAN WltrriLEY TRLST
NOTES TO THE ACcOU￿s FOR THE YEAR Eh'DED 29 FEBRUARY 2024
6.2 MLNAGED FUND AND OTHER IMESTME
2024
Cost Market value
2023
Cost
Managed fund
Mathet value
Balance Bridge Fund
Cash Funds
1,484,995
30.131
1.380,930
30,131
I,363.652
26.191
,363.759
26,191
1,515.1?6
1.411,061
1,389,843
1,389,9iO
Other Investsnents
Building so¢i¢ty and c&sh detKbsits
Loans to charitsble organisations
209,502
209,50?
49?,378
492,378
1,724,6?8
1.6?0,563
1,882.221
1.882.328
6.3 SUMMA
2024
2023
Investmeni property
Managed fund and other ittvcstn)ents
2,291,932
1.724,628
1,752.650
1.882,221
4.014.505
3,634,871
7. DEBTORS
2024
2023
Due within one year:
Prepayments and a¢¢rued Inte￿$t
Rent delrtor
Loan to clwitable organisation
VAT debtor
4,689
11,130
9.190
9.799
15,819
8. CREDITORS.. Amounts due within one
2024
2023
Income received in advance
Aecruals
VA T ¢redilor
7.694
4,038
2,146
2,546
4,966
14.890
8,730

Page 8
THE NORWI WHITELEY TRUST
NOTES TO THE ACCOtJNTS FOR THE YEAR EP*l)ED 29TM FEBRUARY 2024
9. FUNDS OF THE CHARftY
9.1 Th¢ permanent endowment fillKI w&8 provided at the inception of the charity.
9.2 UNRESTRICTED FUNDS
2024
2023
Funds brought forward
Income and gain5 for the Year
Transfer of loan to a gift
3.987,173
97,892
3,987,475
(302)
Fund3 Carried for**ard
4.085.065
3,987,173

Page 9
THE NORTrL4N IiiirrF,I,F.Y TRITST
NOI'ES TO THE ACCOIryTS FOR IEE YEAR EfsTrED 29TH FEBRUARY 2024
10. cELAR￿ABLE GtFrs
2024
Andrew Pickford
Arnicttwj m￿liS￿ri0
Belli￿¥c￿L￿th
BethEI Cburth ofReddiDg
BIThlE R¢adillB F¢llDW5hip
Bibks foy Childrtn
CbippioB ¢￿￿d¢0 ￿￿￿$t
Christ Chur¢h
ChristiaD & NtiysioDsryAil￿llLY
CLUS
2,2N
I,ODQ
5.OOLI
3270
6DD
3,60Q
80D
aaude SteiDmayer
D4nicl Cannin¥
David Cohnolly
tknnalj J Monison
Em¢i8¢ UK
Ellcouter TrustWuJchcoT
Fripnds Inleraational
Gatrway Chvicb K£￿11
Good forEv¢ry¢tt¢
Hop¢ Chur¢h Otpujgio
Ice Wales
IDternatsDllal th TNst
John Qreaves
UJMvcr5ity Cthrishall
2,00Tr
3,00
I,ooo
4,150
I,OOCs
1,496
5,IDL>
3,600
50ti
2.ODtI
3.300
2f
LiEhthous¢ W¢81 Yorks
Litida Robinsoo
Malcolm & T1￿h NforgBn
Matthells Lejnos de Catnws
MaltheNF Fran
Misb Abig&llk&
Moorl?￿d3 Chut
oiccu
Opcration Mobilisaiio
¥h¥rds
iel Ministries
PCC Of ￿lith￿￿tille
PCC St Luke& Ed8bBsIDn
Project Possible
R£trKkRh Dean
lkndlev Co[tUllu￿tY Chur
Rob¢rt Constsnbn Sthvoi
Sarah AIIEll
Skne JESU5
South Lok¢lalld (h[ts¢￿T￿$t
S￿rts R¢afjh
SIM￿SPec
SItV¢fJ Btck
Story l.Iouse
stUaNNe￿tsUrn
T89ts1ife UK
Tearfulld-Ukrain¢ Appeal
The Exodus PrDJ￿1
Th¢ Ilop¢FoU￿jati0n
The No4h IDitwtivt
The Olile Brallcb
Tirn Slater
Fortyi You
YWAMCarliqle
Zoo Udd
3,60D
3,60D
60D
1.8(M)
5J(M)
2,OQTr
1.000
2.40ri
2,000
2,000
3,443
5(M)
I.ODTr
2,4DD
3.ODD
2,000
1,600
4,50D
3,000
I,ooo
4,00(>
1,6DQ
50
3.ODD
I,ooo
17
1500
2,50D
£l26.451
£89,050

Appendix I
CHARrrABLE TRusr
THE NORMAN WHtTELEY TRUST
CEL4RrrY ThTORMATIO]
TRUSTEES
fr. Paul ￿7)ite1¢Y
Mrs. Pippa Guidera
Mr. Jose Angel Cabrita Viera
CHARrrY NiTMBER
226445
c￿*R￿y OFFICES
OYerdAI
Dunny Lane.
Cbipperfor
King5 Langley,
IM 9DE
INDEPEfqDEIYT EXAMtNER K. L. Shearer F.C.A.
Rawcliffe & Co Limite
Unit l Barons CoutL
Graceways.
Whitehi115 Industrial Estate,
BLACKPOOL,
Lancs.
FY4 5GP
Roy81 Bank of Scotland PLC,
Fishergate.
Presto
PRI 2DP

App¢ndix 2
CHARITABLE TRUST
TRUSTEESI REPORT FOR THE YEAR ENDED 29TH FEBRL"ARY 2024
The Tn]stees present their report and accounts for the year ended 29 February 2024.
TRUSTEES
The Trustees named on appendix L have served throughout the y¢ar. Appointment is
governed by the Trust I)eed of Charitv. The Trustees are authorfjsed to appoint new TnLStees
to fill vacanci&s arising through resignation or death of an existinE Trustee.
INVESTMENT POWERS
The Trust Deed authori%es the TTUStees to make and hold investmellts wtiich it at present
and Th'hich are detailed in the accounts, these iniesltnents have been acquired in accc)rdance
with the powers available to the Tnjstees.
The Charitable Trust is constituied bj Trust Deed ￿'hICh entitles the Trust fund ynd income
produced to be used for such charitable pu￿SeS as the Tn]stee¥ see fiL Since th¢ inception
of the Trust the tnain area of funding has been in assisting worLs which further the spread of
the GospeL reliesryng poTrerti' and assisting with education. The policy of the Charitable Trust
is to review Oll a regular basis requests for financia] ￿lstance which meet the objectives and
criteria of the TrusL Fullds for distribution being made frotn the income pr(Kluced from the
Charitable Trusts inv£stments. The a￿ts of the Charitable Tr￿t atE h¢ld in order to produce
funds for distriburion.
STAJEMWt OF TRUSTEES, RESPONSIBILITIES
Tbe Trustees are responsible for preparing the Annual Report aTMI the financial statements in
accordance with the applicable law aud Llk Generally Accepted Accounting Practice.
The Trustees are required under the Charities Act 2011 to prepare ftyancial statements for
each financial year which giY¢ a tm¢ and fair view of the ¢harily's financial actiiitie5 during
the year and of its fiDan¢ial position at tb¢ cnd of the ycar {unic55 the ch￿lty is entitled to
prepare accounts on the alternative receipts and pa}ments basis). In preparing financial
statements giving a In￿ and fair view the Tnjstees shollld lollow best pr&ctic¢ and..
a. select suitable accounting policies and apply them consistently"
make judgements and estimates that re&soDable and prudent.
c. state whether applicAblc accounting stotLdards and statements of rec4Jn]mended
prxiice have been followed, subject to any departures disclosed and explained in the
rinancial statsments"
d. prepare the fuwicial statements on a ioing concern basis unless It is inappropriate to
presume that the charit). will coniiuue in operatioll.

The Trustees are responsible for keeping accounting records which disclDse with reasonable
accuracy the financial wsition of the charity and which enable them to ￿certain the financial
position of the charitv and which enable them to ensure that the finAncial statements comply
with appli¢able laws and regulations. They are also responsible for safeguarding the assets of
th¢ charity and hence for taking re&SOr￿ble steps for the prevention &nd detection of fraud
and other irregularities.
DEVELOPMENT ACTIVITIES AND ACEllEVE.l￿NTs
When pla[￿illg the activities for the Near, the Tn￿leeS have considered the Charity
Comn)ission's guidance on public benefit an￿ in particular. the spe¢ifi¢ guidance on charities
for the advancement of religion. The charity oper&es in and around Cutnbrii and ils
acti￿]tIeS seek to reach out both to the local communiry and ￿s0 to religious and educational
e51abli5hments further afield.
The Trustees Consider Ihat the perfoTman¢e of the ¢hariti' Ihis }'ear ba5 been most satisfactory
having donated £126,454 to various causes. This is an increase on tbe previo￿8 year and the
Trustees are ple&8ed that the Trust has been able to provide oThgoing support for many
beneflciaries. The majority of donations made have b*n to wist Christian a¢tivities.
FNANCIAL REVIEW
The Charitable Trust does not ask for donalions from individuaLs or orgaDisation5. however,
they would be gratefull) received. The in¢ome of the Trust has risen by 14.80/0 this year.
mainIy duc to increased r¢ntsl income folloii"'iftg the purcELase of Tudor House and Beck
House in Aug￿￿1 2023 and November 2023 re5pectivel)'. Overheads have incre&8ed compared
with the pRvious Ye￿ due to an incre&se profe&sior￿1 fees &4sociated with the properti¢s,
and utilities costs.
FtrruRE DEVELOPMENTS
The Trustees are ¢onstsntly rci'iewing the perforniance of the Charity's investrnents and in
the light of thi& it may be necessary. from time to time to dispose of such investtnents and re-
invest as the TrLL4tees its advisors see fit to do so.
PUBLIC BENEFIT
The Trustees have referred to the guidance in Ihe Charity Conimission's general guidance on
public benefit reviewing their aitll5 and objectives and ITh planning the charity's futur¢
a¢livities. In particular: the Trustees have consider8J the activities of the charity as set out in
the "constitutio￿ Objects and Policies- sectiOD abov4 and the "DevelopmenL Activities and
Achievemen15" and "Financial R¢Yiew" and ￿)eSsed their futtwe Pla￿$. They are satisfied
that the criteria for public benefit are comprehensively achieved.
TRI18T gErfLOR
The Tn￿lee9 continue to r¢mcmb¢r th¢ sad loss of th¢ S¢ttl(>r Mr Norman Whileley. Ills
generosily in establishing and providing the majority of th¢ eapital fimds of the Trust and his
tireless work in assisting and funding projects in keeping Thitb the objectives of the charity
will ￿ fondly remembered by the Tnjstees and the ¢haTitsble orgonisations who benefited
from the Nornlan Illll"leley Tntst.

APPROVAL
This report was approved by the Trustees otL ...... ..... ...........and signed on their behalf.
P. wH[￿y TRUSTEE
Date:
Iqlii IL