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

Charity registration number 228739 (England and Wales)

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2025

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees Mrs A C Mayes MBE BSc Miss F Murdin Mr B W Wills-Pope MBE DL Mrs J Richards Mr A G Myers Mrs D Fewster Mrs J Potter (Appointed 1 September 2025) Charity number 228739 Principal address and trust Wollens Solicitors administrators Aperture Pynes Hill Rydon Lane Devon EX2 5AZ Independent examiner Mr A Hemmings BA (Hons) FCA CTA Simpkins Edwards LLP The Summit Woodwater Park Pynes Hill Exeter EX2 5WS Bankers Barclays Bank Plc 3 Bedford Street Exeter Devon EX1 1LX

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

CONTENTS

Page
Trustees' report 1 - 3
Independent examiner's report 4
Statement of financial activities 5
Balance sheet 6
Notes to the financial statements 7 - 11

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

TRUSTEES' REPORT FOR THE YEAR ENDED 5 APRIL 2025

The trustees present their annual report and financial statements for the year ended 5 April 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 charity's Trust Deed, 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)” (as amended for accounting periods commencing from 1 January 2019)

Objectives and activities

The objects of the trust, as set out in the Trust Deed, are:

The trustees have paid due regard to guidance issued by the Charity Commission on public benefit and in deciding what activities the charity should undertake.

The investment income is used to provide grants for both individuals and public bodies in accordance with the Trust Deed. The charity is advertised on the County Council website and has direct links with various educational and sporting authorities.

The Charity's capital was invested into a COIF Investment Fund and Property Fund together with an amount on deposit which helps to increase the annual income available for expenditure in support of the charity's objects.

No fundraising is undertaken, no trustee receives any form of benefit from the Trust and there are no related

party transactions. The Trust does not own or occupy any property or other accommodation.

The trustees aim to expend the whole of the annual income available, after meeting modest administration expenses, on the objects of the Charity.

The trustees in 1993 resolved that the policy for making grants should be as follows:

Statement of policy

The trust's main concern is to provide for further education and training of young persons under the age of 21 by making grants:

The trustees hold meetings every three months at which all applications are considered and decided. If any urgent applications arise between meetings, they are considered by the chairman and one other trustee, and the decisions reported to the next available trustees' meeting.

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

Achievements and performance

During the year the trust has made 27 grants to individuals and 10 to institutions. This year we have made grants of £52,534 to organisations involved in educating young people in need or disabled, for special projects outside the scope of their ordinary finances. Grants of £12,569 were paid to individuals. We have made grants to persons under 21 to help with their education, applicants often being disabled and needing computers, or referred by Social Services.

Financial review

During the year under review, investment income has increased to £114,754 (2024: £87,914). Total expenditure increased to £81,579 (2024: £49,704). Unrealised losses on investment assets were £137,982 (2024: gains of £228,980), resulting in net deficit of £104,807 (2024: net surplus of £267,190). The value of the Trust Investments and Funds on Deposit increased to £3,025,076 (2024: £3,013,058).

Reserves policy

The Trust is not seeking to add to its capital reserves. We endeavour to distribute to net incoming resources before other recognised gains and losses each year despite being authorised to accumulate capital by our Trust Deed. When we have net incoming resources we deposit the balance at the best rate obtainable as a matter of good housekeeping, thus increasing the total amount available to help where we can. When suitable applications for assistance arise, the available funds will be spent.

Risks management

We do not envisage any risks to the general financial stability beyond normal fluctuations of the stock market. We rely on the skill and advice of Charities Official Investment Fund.

Structure, governance and management

The charity was constituted by a Trust Deed dated the 3rd day of February 1993 made by the Secretary of State for Health, consequent upon the cessation of the Farringdon House School, Devon, as an approved school for boys.

The Trust Deed provides wide powers of investment which are delegated to the Charities Official Investment Fund, through whom all investments are made. There is a power to accumulate income at the discretion of the trustees for the first twenty one years and add it to the capital of the charity.

The trustees who served during the year and up to the date of signature of the financial statements were: Mrs A C Mayes MBE BSc

Miss F Murdin Mr B W Wills-Pope MBE DL Mrs J Richards Mr A G Myers Mrs S Acland (Resigned 1 September 2025) Mrs D Fewster Mrs J Potter (Appointed 1 September 2025)

Trustees may be appointed by a resolution of a meeting of the trustees provided the total number of trustees does not exceed seven or be less than three. The nominated trustee may be appointed by the County Council. New trustees are directed to the Charity Commission guidance on becoming a new trustee "the essential trustee: what you need to know, what you need to do (CC3)".

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

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

Mrs A C Mayes MBE BSc

Trustee Dated: 11 December 2025

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

INDEPENDENT EXAMINER'S REPORT

TO THE TRUSTEES OF THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

I report to the trustees on my examination of the financial statements of The Farringdon House School Charitable Trust (the charity) for the year ended 5 April 2025.

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.

I report in respect of my examination of the charity’s financial statements carried out under section 145 of the Charities Act 2011. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Charities Act 2011.

Independent examiner's statement

Your attention is drawn to the fact that the charity has prepared the financial statements in accordance with the relevant version of the Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has now been withdrawn. I understand that this has been done in order for the financial statements to provide a true and fair view in accordance with UK Generally Accepted Accounting Practice.

I have completed my examination. I confirm that no 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.

Mr A Hemmings BA (Hons) FCA CTA

for and on behalf of Simpkins Edwards LLP

The Summit Woodwater Park Pynes Hill Exeter EX2 5WS

Dated: 19 January 2026

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 5 APRIL 2025

Unrestricted
funds
2025
Notes
£
Income from:
Investments
2
114,754
Expenditure on:
Charitable activities
3
65,103
Other
5
16,476
Total resources expended
81,579
Net gains/(losses) on investments
6
(137,982)
Net movement in funds
(104,807)
Fund balances at 6 April 2024
3,260,821
Fund balances at 5 April 2025
3,156,014
Total
2024
£
87,914
36,932
12,772
49,704
228,980
267,190
2,993,631
3,260,821

The statement of financial activities includes all gains and losses recognised in the year.

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

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

BALANCE SHEET

AS AT 5 APRIL 2025

Notes
Fixed assets
Investments
9
Current assets
Debtors
10
Cash at bank and in hand
Creditors: amounts falling due within
one year
11
Net current assets
Total assets less current liabilities
The funds of the charity
Unrestricted funds
12
2025
£
£
3,025,076
22,980
109,938
132,918
(1,980)
130,938
3,156,014
3,156,014
3,156,014
2024
£
£
3,013,058
-
250,183
250,183
(2,420)
247,763
3,260,821
3,260,821
3,260,821
2024
£
£
3,013,058
-
250,183
250,183
(2,420)
247,763
3,260,821
3,260,821
3,260,821
3,260,821
3,260,821
3,260,821

The financial statements were approved by the trustees on 11 December 2025

Mrs A C Mayes MBE BSc Trustee

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2025

1 Accounting policies

Charity information

The Farringdon House School Charitable Trust is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is Aperture, Pynes Hill, Exeter, EX2 5AZ.

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's governing document, 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 charity has taken advantage of the provisions in the SORP for charities not to prepare a Statement of Cash Flows.

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, modified to include certain financial instruments at fair value. 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.

1.4 Incoming resources

Investment income is accounted for in the period in which the charity is entitled to the receipt.

1.5 Resources expended

Expenditure is included on an accruals basis and includes any VAT which cannot be fully recovered. Expenditure is classified under headings of the statement of financial activities to which it relates.

Grants are charged in the year in which the offer is paid to the recipient.

1.6 Fixed asset investments

Investments are shown at fair value at the balance sheet date. Gains/losses on revaluation are shown in gains/losses on investment assets in the Statement of Financial Activities.

1.7 Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

1 Accounting policies

(Continued)

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the trust’s contractual obligations expire or are discharged or cancelled.

2 Investments

Unrestricted
funds
2025
£
Income from listed investments
111,498
Interest on listed investments
718
Interest on cash deposits
2,538
114,754
Total
2024
£
84,555
779
2,580
87,914

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 5 APRIL 2025

3 Grants payable

Grants Grants
payable payable
2025 2024
£ £
Grants to institutions:
Calvert Trust Bursary Scheme 5,000 5,000
The British Horse Society - 4,000
Kenn C Of E Primary School - 1,500
A.I.M.S (Dawlish) Special Needs Group - 5,000
Cann Bridge School - 5,000
The Island Trust 1,454 -
The Mare and Foal Sanctuary 2,500 -
South Dartmorr Community College 6,400 -
Space Youth Services 10,000 -
Chances Educational Support Services 5,000 -
4th Teignmouth Scout Group 300 -
Dartmoor Multi Academy Trust 5,000 -
Tor Support Systems 6,200 -
Children & Families in Grief 10,680 -
52,534 20,500
Grants to individuals 12,569 16,432
65,103 36,932

4 Trustees

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

5 Other

Unrestricted
funds
2025
Administration fee
14,496
Independent examiner's fee
1,980
16,476
Total
2024
£
11,112
1,660
12,772

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 5 APRIL 2025

6 Net gains/(losses) on investments

Unrestricted Total
funds
2025 2024
£ £
Revaluation of investments (137,982) 228,980

7 Taxation

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

8 Employees

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

9 Fixed asset investments

Cost or valuation
At 6 April 2024
Additions
Valuation changes
At 5 April 2025
Carrying amount
At 05 April 2025
At 05 April 2024
10
Debtors
Amounts falling due within one year:
Other debtors
11
Creditors: amounts falling due within one year
Accruals and deferred income
Listed
investments
£
3,013,058
150,000
(137,982)
3,025,076
3,025,076
3,013,058
2025
2024
£
£
22,980
-
2025
2024
£
£
1,980
2,420
Listed
investments
£
3,013,058
150,000
(137,982)
3,025,076
3,025,076
3,013,058
2025
2024
£
£
22,980
-
2025
2024
£
£
1,980
2,420
3,025,076
3,025,076
3,013,058
2024
£
-
2024
£
2,420

THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

12 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.

General funds
Previous year:
General funds
At 6 April
2024
Incoming
resources
Resources
expended
Gains and
losses
£
£
£
£
3,260,821
114,754
(81,579)
(137,982)
At 6 April
2023
Incoming
resources
Resources
expended
Gains and
losses
£
£
£
£
2,993,631
87,914
(49,704)
228,980
At 5 April
2025
£
3,156,014
At 5 April
2024
£
3,260,821

13 Related party transactions

There were no disclosable related party transactions during the year (2024 - none).