## **Trustees' Annual Report for the period** Period start date Period end date **1st Jan 2024 31st Dec 2024 From To** |Section A Reference and administration details|Section A Reference and administration details|Section A Reference and administration details|Section A Reference and administration details|Section A Reference and administration details|Section A Reference and administration details|Section A Reference and administration details|Section A Reference and administration details||| |---|---|---|---|---|---|---|---|---|---| |**Charity name**|||SIR THOMAS WIDDRINGTON EDUCATIONAL
TRUST||||||| |**Other names charity is known by**|||||||||| |**Registered charity number (if any)** 505778
**Charity's principal address** Dissington Hall
Dalton
NEWCASTLE-UPON -TYNE
**Postcode**
NE18 0AD
~~———~~|||||||||| |**Names of the charity trustees who manage the charity**|**Names of the charity trustees who manage the charity**|||**Names of the charity trustees who manage the charity**|||||| |**Trustee name**|**Office (if any)**|**Office (if any)**||**Dates acted if not for whole**
**year**|||**Name of person (or**
**body) entitled to appoint**
**trustee(if any)**||| |Mr Ian Lawson|Secretary|||Resigned 30/6/2025|||||| |Mr Andrew Carr|||||||||| |Mr Michael Brown|Chair||||||||| |Miss Clare Cantwell||||Resigned 11/3/2024|||Belsay Primary||| ||||||||school||| |Margaret Armstrong||||Appointed 11/3/2024|||Belsay Primary||| |||||Resigned 30/6/2025|||school||| |Mrs Gillian Blissett||||Resigned 30/6/2025|||||| |Mrs Linda Boylan|||||||Stamfordham Parish||| ||||||||Council||| |Mr Patrick O’Neill|||||||||| |Mrs Claire McKinney|||||||Stamfordham Primary||| ||||||||School||| |Mr Duncan Hutt|||||||||| |Ms Gill Fozzard||||Appointed 30/6/2025|||Belsay Primary||| ||||||||school||| |Mr Peter Lambert|Treasurer|||Appointed 30/6/2025|||||| |Mrs Lindy Edwards|Secretary|||Appointed 30/6/2025|||||| **TAR** March **2012** 1 **Names of the trustees for the charity, if any, (for example, any custodian trustees) Dates acted if Name not for whole year** **Names and addresses of advisers (Optional information) Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Deed of Trust Type of governing document SCHEMES DATED 29 JUNE 1878, 3 OCTOBER 1895 AND (eg. trust deed, constitution) 7 JUNE 1995 Trust How the charity is constituted (eg. trust, association, company) Three trustees are nominated by the governors of Belsay Trustee selection methods Primary school; by the governors of Stamfordham Primary (eg. appointed by, elected by) School and by Stamfordham Parish Council. The remaining Six Co-opted Trustees are persons who through residence, or occupation or employment, or otherwise have special knowledge of the area comprising the Parishes of Stamfordham, Belsay, Capheaton and Matfen ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - ● relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **TAR** March **2012** 2 Promoting the education (including social and physical training) of persons under the age of 25 years who are resident in the area comprising the Parishes of Stamfordham, Belsay, Capheaton and Matfen or who have a parent or parents so resident or who have at any time attended as a pupil at a school in Stamfordham or Belsay and who are in need of financial assistance; **Summary of the objects of the charity set out in its governing document** by awarding scholarships, bursaries, or grants tenable at any school, university, college of education, or other institution of further (including professional and technical) education approved for the purpose by the Trustees; and/or by providing financial assistance, outfits, clothing, tools, instruments or books to assist them to pursue their education (including the study of music and other arts), to undertake travel in furtherance thereof, or to prepare for entering employment on leaving education; and/or by providing equipment and other items, services and facilities to advance education in Stamfordham or Belsay Schools. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** These objectives are met by providing grants or educational equipment to individuals, associations and to the two Primary Schools in Stamfordham and Belsay. **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. Section D Achievements and performance **TAR** March **2012** 3 ## Section D Achievements and erformance p The Trustees were able to help young people by providing grants to 17 **Summary of the main** individual learners (up from 10 last year), the summer scheme, the **achievements of the charity** brownies and to the two Primary Schools in Stamfordham and Belsay. **during the year** Stamfordham school were able to update their whole suite of i-pads in school and purchase new coding equipment enabling an outstanding computing curriculum; also giving pupils the opportunity to attend computer-based extra-curricular clubs. Older pupils have taken on the role of digital leaders and the school is now able to equip the pupils with the IT skills they need for high school and beyond Belsay School reported that the Trust’s donation made a significant difference to our Early Years provision, helping them create a more enriching and welcoming environment for their youngest learners. At Chapel farm the tenant had begun some repairs (initially window replacement). An agent has been appointed to discuss with the tenant the future of the tenancy into the next generation, proposed diversification away from pure agriculture and rent increase to reflect this. A programme of planned maintenance on Widdrington House, continues currently addressing window and door timber rot. The conducting of all trust business electronically including banking and communication, continues to work well. The online application form replacing handwritten requests seems to be encouraging a new generation to engage with the Trust. Cheques have been completely phased out with secure online methods replacing them. Independent examination of the accounts was again kindly donated this year. Continued property management work by the trustees avoiding agents fees, has kept the financial position very stable, whilst allowing good progress again to be made on long standing maintenance issues. A fruitful negotiation with Northumbrian water for use of trust land as a compound has added a significant sum to the building fund. This will be applied to future road maintenance at Chapel farm. Reaching out to learners who need help remains a key goal with adverts placed Stamfordham Communicator, and direct approaches again made to the two primary schools along with village notices. Parents are now sent the Trust poster attached to school newsletters. Trustees have also made direct approaches to the staff at the high school to ensure awareness amongst secondary pupils and school leavers. ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** The trust deed prescribes that a building fund be maintained to allow for planned maintenance and repairs of trust properties. Condition surveys have raised the expectation that the trustees will need to continue to spend significant sums on the fabric of the buildings. This fund stands at £47,200 leaving £38,161 to be applied to the future objectives of the charity. **TAR** March **2012** 4 The trust deed prescribes that a building fund be maintained to allow for planned maintenance and repairs of trust properties. Condition surveys have raised the expectation that the trustees will need to continue to spend significant sums on the fabric of the buildings. This fund stands at £47,200 leaving £38.161 to be applied to the future objectives of the charity. Brief statement of the charity's policy on reserves Details of any funds materially in deficit Further financial review details (Optional infonnation) You may choose to include additional information. where relevant about: the charity's principal sources of funds (including any fundraising). how expenditure has supported the key objectives of the charity. investment policy and objectives including any ethical investment policy adopted. The Trust is entirely funded by rents from Widdrington House; Chapel farm and the allotment land and interest earned from funds on deposit. Section F Other optional information The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's tr Signaturo(s) Full namo(s) Michael Lewis Brown Lindy Rosemary Edwards Position (eg Secretary, Chair, et¢) Chair Secretary Date 14th October 2025 TAR March 2012 **SIR THOMAS WIDDRINGTON (EDUCATIONAL) TRUST 505778 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 1/1/2024 31/12/2024 **Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ £ A1 Receipts** Widdrington House rent **15,600 0 0 15,600 15,600** Chapel Farm rent **5,600 0 0 5,600 5,600** Garden allotments rent **494 0 0 494 363** Electricity Board wayleave **223 0 0 223 219** British Telecom wayleave **26 0 0 26 26** Bank interest **1,982 0 0 1,982 1,353** Northumbrian Water Compound Fee **7,200 0 0 7,200 0** _**Sub total** (Gross income for_ **31,125 0 0 31,125 23,161** ~~=~~ _AR)_ ~~=~~ **A2 Asset and investment sales, (see table). - - - - - - - - -** _**Sub total**_ **[ - ] - - - -** ————— _**Total receipts**_ **31,125 - -** ~~——~~ **31,125 23,161 A3 Payments** Widdrington House expenses **350 - - 350 10,154** Chapel Farm expenses **-** Garden allotment expenses **-** last year's accs provision **- 2,144** Insurance **2,322 - - 2,322 2,144** Grants to Stamfordham School **3,500 - - 3,500 3,190** Grants to Belsay School **3,500 - - 3,500 3,190** Individual Grants **6,518 - - 6,518 3,900 Misc** . **Expenses 92 92 94** Surveyor's Fees **1,513 1,513 - - - - - -** ~~—~~ _**Sub total**_ **17,795 - - 17,795 20,528 A4 Asset and investment purchases, (see table) - - - - - - - -** _**Sub total**_ **-** ————— _**Total payments**_ **17,795 - -** ~~——~~ **17,795 20,528** _**Net of receipts/(payments)**_ **13,330 - - 13,330 2,633 A5 Transfers between funds - - - - - A6 Cash funds last year end 72,031 - - 72,031 69,398** _**Cash funds this year end**_ **85,361 - - 85,361 72,031** ~~_——~~ **Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted Endowment Categories Details funds funds funds to nearest £ to nearest £ to nearest £ B1 Cash funds** 1 YR FIX TERM DEPOSIT 21887331LS **40,000 - -** 32 DAY NOTICE ACCOUNT 18544330LS **20,994 - -** COMMERCIAL INSTANT ACCESS ACCOUNT 78443768 **2,378** TREASURERS ACCOUNT 01949716 **21,989 - -** _**Total cash funds**_ **85,361 - -** —=== (agree balances with receipts and payments account(s)) OK OK OK **Unrestricted Restricted Endowment funds funds funds** **CCXX R1 accounts (SS)** **23/10/2025** **1** Unrestrlcted funds Restrlcted fund Endowment funds Dptalls NONE to near•BI £ lo n•arMt £ to n•areBt £ B2 Oth¢r monetary assets Fund to which bvlo UNRESTRICTEO Co•t loptlonall Currnnt vilu• Details CHAPEL FARM B3 Inv¢stm•nt ass•ts WIDDRINGTON HOUSE UNRESTRICTEO GARDEN LAND IN STAMFORDHAM UNRESTRICTEQ Fund io **A¢h •u•t bo10 Cuff•nt v•lu• oplSon*ll Dpl.iilts NONE Cost I￿0￿¥1) B4 Assets r•taln•d for th• charlty's own use Fundto *thlch Arn￿rt du• Wh•Th du• 85 Llabllltle• NONE Sign8d ty on• or two trugtses on behalf of #ll the trustees Si Print Name Date of approva Mitha81 L￿5 Bro P•t•r L8mbèrt 14th October 2Q25 141h Octo￿r 2025 CCXX R2 accounts (SS) 2211012025 ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** |**Report to the trustees**|Charity NSame
SIR THOMAS WIDDRINGTON (EDUCATIONAL) TRUST|Charity NSame
SIR THOMAS WIDDRINGTON (EDUCATIONAL) TRUST|Charity NSame
SIR THOMAS WIDDRINGTON (EDUCATIONAL) TRUST| |---|---|---|---| ||||| |**On accounts for the year**
**ended**|31/12/2024|**Charity no**
**(if any)**|505778| ||||| |**Set out on pages**|3 to 9
(remember to include the page numbers of additional sheets)||(remember to include the page numbers of additional sheets)| I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31 / 12 / 2024** . **Responsibilities and basis** As the charity's trustees, you are responsible for the preparation of the **of report** 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. **Independent examiner's** I have completed my examination. I confirm that no material matters have **statement** come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect: - the accounting records were not kept in accordance with section 130 of the Charities Act; or - the accounts did not accord with the accounting records; or - the accounts did not comply with the applicable requirements concerning the form and content 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. * _Please delete the words in the brackets if they do not apply._ **Signed:** Beth Ramsden **Date:** 23 October 2025 **Name:** Beth Ramsden FCCA **Relevant professional** Acca Registration No: 1859403 **qualification(s) or body (if any):** 1 **Oct 2018** **IER** **Address:** Allancroft, The Grove, Rowlands Gill, NE39 1PN. ## **Section B Disclosure** Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **Give here brief details of any items that the examiner wishes to disclose** . Nothing to disclose. 2 **Oct 2018** **IER**