TIIE NOILIIAN WHrrELEY TRUST
CHARTfY JlTrlBER 226445
TRL'STEES REPORT FTh'L)CLIL STATEMEhryS
FOR TllF, YF.AR FJDED 28 FEBRUARY 2025
coNfE￿￿s
PAGE
Independent Examiners Report
Statement of Financial Activitie5
Balance Sheet
4.-10. Not£5 to the Accounls
APPENDIX
Charlty Inforniation
Trustees R￿ort

Page I
THE NOR￿[￿￿ WHITELEY TRUST
INI)EPEINDEII"T EXATrIThER'S REPORT TO THE TRUSTEES OF THE NORMAN
WHITELEY TRUST FOR 'fHE YEAR E)ry)ED 28 FEBRtiARY 2025
I report to the Tn￿CeS on my examination of the a￿)Unts of the above charity (the Trust,?
for th¢ year ended 28 February 2025 which are set out oll pagag 2 to 8.
RESPONSIBILITIES AND BASIS OF REPORT
As tbe Charity's Tn]stees. you are responsible for the preparation of the accounts in
accordance with the requirements of the Ch￿ltieS Act 2011 ('tbe Act,).
I report in respect of my eXamI￿tion of the TTUSt's accounts c￿Tled out under section 145 of
the 2011 Act and in canying out my examinatio￿ I have follo￿,ed all th¢ appli¢abl¢
Directions given by the Charity Commi&sion under section 145(5)(b) of the Act.
INDEPENDE￿[ ELIMINER'S STATEMEMr
I have completed my ¢xamiDation. I confirm that no mat¢rial matt¢rs hav¢ ¢om¢ to my
attention in COTmection with the ¢xamillallon whi¢h giv￿ m¢ ¢ausc to believe that in, any
material respect:
the accounting records were not kept in accordance with section 130 of the Cl]ariti¢s
Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with tbe applicable requirements concerning the forn] and
ont¢nl of accounts set out itL the CEwities (Accounts and Reports) Regulations 2008
other than any r¢quir¢ment that the accounts give a 'tDJe and fair, view whith is not a
tnatter Consider￿ as part of an independent exami￿tiO
I have no concerns and have com¢ a¢wss no oth¢r matters in ¢onncction with the
¢xamin&tion to iTrhich attelltion should be thawn in this report in order to enable a proper
ding of the accounts to be reached.
K. L. SHEARER A.C.A.
Rawcliffe and Co. Limited, Unit I, Barons Court Graceways, Whitehills Business Park,
Blackpool, FY4 5GP
Date.. 9 Odober 2025

Page 2
THE NORMAN NviirrELEY TRLST
ST ATEMENT OF FIYAIYCLIL ACTIVITIES FOR THE YEAR EM)LYG
28 FEBRUARY 2025
Note
2025
2024
INCOMtNG RESOURCES
Covenant¢d and voluntary inwme
Investment income
Exceptioll￿ income
232,860
203,228
TOTAL INCOME
232,860
203,228
RESOURCF.S EXPENDED
Direct charitabl¢
Charitable gifts
Other Ex
enditure
L anagement and administration
io
130.548
126,454
45.908
37,733
TOTAL EXPENDITURE
176,456
164,187
Excess l Deficit of income over
expenditure for the year
56,404
39,041
STATEMENT OF OTHER RECOGNISED GAINS
Excess of incom¢ ov¢
expenditure for the year
Investment gains/Loss¢s:
R¢alis¢d
Unrealised
56,404
39,041
(302,696)
97,892
NET MOVEMEFrr IN FUNDS FOR THE YEAR
TOTAL FUNDS BROUGHT FORWARD
LOSS ON TRANSFER OF LOAN TO GIFr
(246,292)
4,124,106
136,933
3,987,173
T(yfAL FUNU)S CARIUED FORWARD
£3,877,814
£4,124,106
The notes on pages 4 to 8 form part of these accounts.

Page 3
THE PIORMAN WHITELEY TRLST
BALANCE SHEET AS AT 28 FEBRUARY 2025
Note
2025
2024
FIXED ASSETS
Investments
3,521,829
3,807,058
CURRENf ASSETS
Debtors
Cash at Bank and in hand
11,679
355.970
9,799
322,189
367,649
331,988
Less:
CURRENT LIABILITIES
11,614
14,890
NET CURRENf ASSETSI(LIABILlTIES)
356.035
317,098
TOTAL ASSETS LESS CURREYf LIABILrrIES 3,877,864
4,124,156
CAprfAL
P¢rn]anent Endowm¢nt Fund
unrestrict￿ funds
50
3,877,814
50
4,124,106
3,877,864
4,124,156
Approved by the Trustees on ..
d Sigll￿ on th¢iT behalf
TRUSTEE
The notes on pages 4 to 8 forni part of thase accounts.

Pag¢ 4
THE NORMAN WHrrELEY TRUST
NOTES TO THE ACCOUNTS FOR THE YEAR EhT)ED 28 FEBRUARY 2025
I. ACCOLITTING POLICIES
1.1 BASIS OF PREPARATION OF ACCOLThryS
The accounts are prepared under tbe historical cost convention with items recognis¢d at Cost
or transaction value unless otherwise stated in the relevant notes to these accounts.
The accounts have been prepared ID accordance with the State￿ent of Recommended
Practice: Accounting and Reporting by CILarities Prep￿illg their accounts in ac¢ordan¢e with
the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)
issued on 16 July 2014. and with the Charities Act ?01 l.
The charity bas taken advantage of the exemption in Financial Reporting Standard No l from
the requirement to produce a cash flow statement on tbe grounds that it qualifies as a snthll
charity.
1.2 TANGIBLE FIXED ASSETS FOR USE BY THE CHARtTY
Tangible fixed assets for us¢ by the charity are stated at Cost less depreciation.
1.3 tNVESTMENTS
Investments are stated at market valu
Realised and unrealised gains and losses on inveslments are dealt with in the statement of
Financial Activities.
tnvestment income plus associated t￿ recoTrerable 15 credited to income on an a¢oiuls basis,
using dat¢s of payment for dividends and daily aCcn￿l for interest.
Investment prop¢rti¢s ar¢ r¢valu¢d ￿ th¢ time of each r¢nt review. The rent reviews and
revaluation are undertaken by DM Hall, Chartered Surveyors.
1.4 INCOME
Voluntary income and donations are accountaj for received by the charity. No pernianent
endowments have been received in the period.
1.5 VALUE ADDED TAX
Value Added Tax is recov¢rcd by the charity on goods and seThices relating to properti¢s on
which the charity has opted to ts￿. The charity has Opt￿ to tax in respect of:
31 Stricklandgate, KeThdal &s of 5 November 2003,
Tudor House, Windem)ere as of 24 July 2023,
Beck House, Kendal as of 24 July 2023.
1.6 MANAGEMEN[ AND ADMINISTRATION
Exp¢nditure on management and admiillstration of the charity includ¢s all ¢xp¢nditure not
directly related to the ¢haritabl¢ activity.

Page 5
THE NORMAN WHITELEY TRUST
NOTES TO THE ACCOULYfs FOR THE YEAR E_NDED 28 FEBRUARY 2025
2. COVENANTED AND VOLuNfARY INCOME 2025
2024
Donations from individuals
Donations from wrporate sponsoTS
3. INVESTMENT INCOME
2025
2024
Rental income
Interest r¢c¢ivable on cash deposits
Building Society interest receivable
Incomc from listed investments
Interest on goven]ment Stocks
Other Income
179,354
146,741
9,395
44,111
11,446
45,042
£232,860
£203,229
4. EXCEPTIONAL INCOME
2025
2024
5. MANAGEMENf AND ADMINISTRATtVE EXPENDITURE
2025
2024
Miscellaneous expenses
Bank interest alld charges
Accountancy Charges
Secretarial seryices
Professional Fccs R¢ Property
Property mallagement charges
Prop¢ty insurance
Roairs and Maintenance
Utilities R¢ Prop¢rty
672
46
3,052
10,000
15.331
11,630
148
4,259
669
80
189
2,467
10,000
4,175
12,864
3,010
2,580
2,368
£45,907
£37,733

Page 6
THE NORMAN MwrrELEY TRLST
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 28 FEBRUARY 2025
6. INVESMEFrrs
Cost OT Revaluation
6.1 INVESTMENT PRoPERT￿s
2025
2024
The following investment properties are own&1 by the Trust:
4 & 4A Market Street, Ulverston (purch&sed
9.11.1994} (revaluation)
35137 Crescent Road, Winderniere (purch&8ed
16.12.1994) (revaluation)
31 Stiicklandgate Kendal (purchas&l 17.12.2003)
(revaluation)
362.000
The Riverside Centre, Kendal (purch&sed 17.02.2022)
(revaluation)
282,000
Tudor House, Windennere (purc1￿ed 10.08.2023)
(revaluation)
Beck House, Kendal (purchased 06.11.2023)
(r¢valuaiion)
600,000
795,000
260,(K)O
225,000
450,000
282,650
285,000
297,261
230,000
242,021
£2,019,000
2,291,932
a) The PToperties are fully let and overall show a gross return on rental inwme of 8.90/0.
The nwket value of all the properties was £2,019,0(K) (2024 £2,291,932).
b) Th¢ Nornwi Ivhiteley Trust has all inter&st in Pentrenant Hall, Church Stoke, Powys,
which interest was acquired by the Assemblies of God out of gifts made by The
Nornian Whit¢l¢y Trust in previous years and this interest the Ass¢mbli¢s of God
have now vested in The Nornwi Whit¢l¢y TrusL

Page 7
THE NORM￿ lTrJtTfELEY TRUST
OTES TO THE ACCOUNTS FOR THE YEAR ENDED 28 FEBRUARY 2025
6.2 Th(4NAGED FUND AND OTHER ￿vESTmEN[s
2025
Cost Market value
2024
Cost
Managed fimd
Market value
Balance Bridge Fund
Cash Funds
1,483,521
19,309
1,407.121
19.309
1,484,995
30,131
1,380,930
30,131
1,502,830
1,426,430
1,515,126
1,411,061
Other Investments
Building society and cash deposits
Loans to charitable organisations
213,004
209,502
209,502
209,502
1,715,834
1.635,932
1,724,628
1,620.563
6.3 SUMMARY
2025
2024
Investment propety
Managed fund and other investtnents
2,019,000
1,715,834
2,291,932
1,724,628
3.734,834
4,016,561
7. DEBTORS
2025
2024
Due within one year:
Prepaynents and accrued interest
Rent debtor
Loan to clwitable orgat]isation
VAT d¢btor
678
ii,ooi
609
9,190
11,679
9,799
8. CREDITORS.. Amounts due within one
2025
2024
Income r¢ceived in advanc¢
Accruals
VAT ueditor
5,238
2,420
3,956
7,694
2,230
4,966
11.614
14,890

Page 8
THE NOILM, AN WIllTELEY TRUST
NOTES TO THE ACCOUYTS FOR THE YEAR ENDED 28 FEBRUARY 2025
9. FUNDS OF THE CHARITY
9.1 The pern]anent endovnnent fimd was provided at the inception of the charity.
9.2 UNRESTIucfED FUNDS
2025
2024
Funds brought forward
Income and gains for th¢ yvdr
Transfer of loall to a gift
4,124.106
(246,291)
3,987,173
136,933
Funds carried forward
3,877,815
4,124,106

Page 9
THE NORMA￿ IVUITELEY TRLST
NOTES TO THE ACCOLNTS fiOR THE YEAR EYDED 28 FEBRUARY 2025
10. CHARtTABLE GIFFS
Andrew Muguluma
Andrcw Pickford
Appleby Deanery SGh(K)I
2025
1,400
2,400
3,500
2024
2.400
1,000
2.000
5.000
1,500
Bethany Church
Bible Readillg Fellowship
Bibles for Childr
Child Of Hop¢
Chipping Campden Baplist
Christ Church
Cbrislian & Missionary Alliance
Cljristian Resources for Primary SCI￿>15
Church on the Moor
CLAAS
Claude Steinmayer
Daniel Canning
Darren Jennings
DaTrid Connolly
Dislgv PCC
Edge fvIinistrie8
Emcrge Ul(
Encounter Chu
EvangcIical Alliance
Exeter Network Church
Friends Internatiot
Gateway Chur¢h Kendal
Good News for Everyo
Hope Church Orpington
Ice Wales
Intemattonal Aid Tn￿1
Isabclla Ng
Jolln Gr￿vc8
Joshua Ludlow
Joy Attmorc
K¢swi¢k Convention Centre
Kids Alive International
Lan¢&slerUniversity Christian
Lighthouse West Yorks
Linda Robinson
Malco]n] & Trish Morgan
Mattheus tKmos de Can]pos
Matthew Francey
MI￿ Abl￿11 Kain
Moorlallds Church
Natlmll & Ann Tait
Niscu
Now chU￿h
Operation Mobilisation
Orchards
Oricl Ministries
Pathway
2.000
3,000
1,014
3,270
2,990
3.600
2,000
1,000
3,600
900
3,600
1,600
3,000
1.240
2,000
600
2,000
5,000
500
2,1)00
1,000
1,000
3,000
1,496
3,000
1,000
15,225
1.000
2.400
1,000
2,400
3,300
800
s,￿0
200
500
2,000
2,400
3,600
,800
1,800
5,300
2,400
600
2,700
5,000
3,000
2,400
2,000
2.000
3,￿0

Page 10
PCC of Allithwaite
PCC of the ECCL
PCC St Lukcs Edgb&%ton
PrOJ￿t Possible
Proton Foundation
Rebekah Dean
Ridley Community Church
Rosanna Jol]Dson
Sarth Allen
Share Jesus
South Lakeland Cbristiatl Trust
Sports R¢a¢h
Si Johns Hospice
St Marys PCC
St Pete￿, Brockley
St Peters Church
St Thomas Commurri¢y conn￿li01JS
Steven Beck
story House
StLWt Newburn
Tastelife UK
The Exodus Project
The Hope Foundation
The NO￿ Initiative
The Olive Branch
Tim Slaler
Toxteth Womens Ccntrc
WegDer Versohnullg
Wyre Forest YoutkL
YWAM Carlislc
Zoe Uddin
1,739
2,(￿)0
3,443
500
2.000
I,(J)O
750
1,000
3,CA)O
1.500
2,400
2,000
3,000
4,000
3,(KiO
4,(M)O
2,500
2280
3.(MiO
I,(K)O
2.055
3.300
6,(M)O
1.500
900
6,000
3,600
2,000
1.800
500
3.500
500
3,000
2.000
1,000
I,CN)O
3,(MO
6,(XlO
3.600
2,700
2,500
2,000
£130.548
£126,454

Appendix I
CIIARtTABLE TRLST
THE NORMAN WHfrELEY TRUST
CHARITY INFOILMATION
TRUSTEES
MT. Paul Wbiteley
Mrs. Pippa Guidera
MT. Jose Angel Cabrita Viera
CHARrrY NUMBER
226445
CHARTfY OFFICES
Ov¢rdal
Dunny Lane,
Chipperford,
Kings Langl¢y,
WD4 9DE
INDEPENDENT EXAMINER
K. L. Shearer F.C.A.
Rawcliffe & Co Li￿￿te
Lnit l Barons Coi]rL
Gracewa)s,
Tritehills Industrial Estat
BLACKPOOL,
FY4 5GP
BAISKERS
Royal Bank of Scotland PLC,
Fishergat4
Preston.
PRI 2DP

Appendix 2
C&L4RITABLE TRUST
TRUSTEES, REPORT FOR THE YEAR E.I%DED 28 FEBRLARY 2025
The Trustees present theAr report and accounts for the year ended 28 Febnwy 2025.
TRUSTEES
Th¢ Tn￿tee5 natned on appendix I have seTN'ed throughout the year. Appointment is
governed by the Trust De￿ of Charity. The Trustees are authorised to appoint new Trustees
to fill vacanci&s arising through resi4ynatton or death of an existing Trustee.
INVESTfvffiNT POWERS
The Trnst D¢¢d authorises the T￿￿tee5 to make and hold investments which it does at present
and which are detailed in the accoun￿ these investments have been acquired in accordance
with the powers available to the Truste&8.
CONSTITirrIoN OBJECTS LND POLICIES
The.Charitabl¢ TNst 18 constituted by Trust Deed which entitles the Trnst fund and illcome
woduced to be ￿Sed for such chaTitable PUTposes as th¢ Trustees see fit. Since the inception
of the Trust the main area of funding has been in assisting works which further the spread of
the Gospel, relA¢ving poi'¢ty and assisting with education. The policy of the Charitable Trust
is to review on a regular basis requests for financial assistance which meet the objectives and
criteria of the Trust. Funds for distribution being made from the illcome produced fro]n the
Charitable Trusts investments. The ass¢ts of the Charitable Tn]st are held in order to produce
funds for distTibutio
STATEMENT OF TRUSTEES, RESPOliSIBILrtIES
The Trustees are responsible for preparing the Annual Report and the finoncial statements in
accordance with the applicable law and UK Generally Accq)t&l Accounting Practice.
The Trustees are required under the Charities Act 2011 to prepare financial statements for
each finallcial year which give a true aod fair view of th¢ charity's financial activities during
the year and of its finan¢ial position at the end of the year (unless the clwity is entitled to
prepare accounts OJ the alternative receipts and payments basis). In Preparing financial
statements gtving a true and fair vi¢w the Trustees should follow best practice and:
& select suitable accounting policies and apply them consistently.
b. make judg¢m¢nts and estimates that &re reasonable and prL￿ent.
c. stale whether applithl¢ ￿CoL￿ting st8lldards and statements of recommended
practice have been follow& subj¢ct to any departw¢s disclosed and explained in the
financial statements"
d. PTq)are tbe financial statements on a going concern basis unless it is inappropriate to
pr&%ume that the charity will continue in operation.

The Trustc¢s arc rosponsil)le for keeping accounting Tecords wbich disclose with reasonable
accuracy the financial position of the clwity and which enable them to ascertain the financial
position of the charity and wbich enable them to ensure th&t the financial statements comply
with applicable laws and regulations. They are also tesponsible for safeguarding the assets of
the charity and hence for taking re&sonable steps for the prevention and detection of fraud
and other i￿¢gUI￿AtiC$.
DEVELOPMEliT AcfIvITIES ACHIEVEMENTTS
When planning the actiiitics for th¢ year, the Trustees have considered the Charity
Cornmission'5 guidance on public benefit and. in particular, the specific guidance on charities
for the advancement of religion. The charity operates in and around Cumbri4 and its
a¢ti*ities seek to reach out both to th¢ local community and also to religious and educational
establisbments further afieliL
The Tn￿teeS consider that the perfomiance of th¢ clwity this year h&s b¢¢n most satisfactory
having donated £130,548 to various causes. This is an increase on the previous year and the
Trustees are pleased that the Trnst has been abl¢ to provid¢ ongoing support for many
. beneficiari¢s. The majority of donations rnade have been to assist Christian activities.
FNANCJAL REVIEW
The Charitsble Trust does not &sk for donations from indxviduals or organisations, howcver,
they would be gratefully received. The income of the TTh￿t has risen by 22.20/0 this year,
mainly due to in￿eaSed rental income following the purchase of Tudor House and Beck
House in August 2023 and Nov¢mber 2023 respectively.
FUTURE DEVELOPMENTS
The Trustees are constantly reviewing the performance of the Chariws itivesttnents and in
the light of this, it may be necessary from time to titne to dispose of such investments and re-
invest as the TDJStees or its advisors s¢¢ fit to do so.
PUBLIC BENEFtr
The Trastees have referred to the guidance in the Charity Commission's g¢nerdl guidanc¢ on
public b¢n¢fit when reNoewing their aims and objectives and iu planning the charity's future
activities. In particular, the Trustees have considered the actiiryties of the charity as set out in
the "Constitution, Objects and Policies" section above, and the '￿￿e10pMent, Activities and
Achievements" pnd "Financial Rctriew", and &ssessed their future plans. They are satisfied
that the Criteria for public benefit are comprehensively achieved.
TRUST SE￿LoR
The Tn￿le¢S continue to remember the sad 10&8 of tbe Settlor Mr Nomian Whiteley. His
generosity in establishing and pTh)viding the majority of the capital fi￿d5 of the Trust and his
tireless work in a5SiSting and fimding proj¢cts in keeping with the objectives of the charity
will b¢ fondly Temembered by the Trustees and tbe charitable organisations who benefited
from the Nornian Whiteley Trust.

APPROVAL
This report approved by the Tn￿ on ... .
..and signed on their behalf.
P. WHITELEY TRUSTEE
Dat¢..
311112S