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2025-07-31-accounts

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REGISTERED CHARITY NUMBER: 526129

Report of the Trustees and

Unaudited Financial Statements For The Year Ended 31 July 2025

for

THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Leavitt Walmsley Associates Limited Chartered Certified Accountants

8 Eastway Sale Cheshire M33 4DX

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Contents of the Financial Statements For The Year Ended 31 July 2025

Page
Report of the Trustees 1 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5
Balance Sheet 6
Notes to the Financial Statements 7 to 13

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Report of the Trustees For The Year Ended 31 July 2025

The trustees present their report with the financial statements of the charity for the year ended 31 July 2025. The trustees have adopted the provisions of 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).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The object of the charity is to advance the education of students attending Wigan and Leigh College. It does this primarily by supporting the welfare of the students of the college and by supporting or subsidising educational visits and activities which are of benefit either to students' studies or which advance students' cultural and social education.

Public benefit

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

ACHIEVEMENTS AND PERFORMANCE

Charitable activities

The charity continued to receive income from listed investments and income with regard to the rental of facilities at the Foundation Centre.

The trustees allocated £37,500 to the subject departments to help fund continuing activities under the 'FAB Futures' scheme.

The principles of the scheme are that activities should be planned and delivered that:

In addition to this donation for subject areas, £5,000 was allocated to provide financial support for aspects of hardship not fundable by mainstream funding and to expand the counselling service, and £5,000 was allocated to events that facilitate some larger scale activities across the entirety of the student body.

FINANCIAL REVIEW

Financial position

Total income for the year amounted to £62,424 (2024: £61,864). Of this income £36,500 (2024: £36,500) relates to income from rent received and £25,924 (2024: £25,364) relates to investment income.

The total expenditure on unrestricted funds during the year amounted to £50,480 (2024: £74,980) and total expenditure on endowment funds amounted to £9,011 (2024: £9,011). Fund balances as at 31 July 2025 amounted to £686,615 (2024: £674,671) and £724,102 (2024: £748,205) respectively.

Reserves policy

It is the policy of Wigan Foundation for Technical Education to maintain sufficient reserves, both assets and cash, to generate sufficient income to fulfil its objectives in relation to supporting the students of Wigan and Leigh College. The trustees will review annually the level of reserves and, if appropriate, designate sufficient reserves to fund capital projects put forward by Wigan and Leigh College.

Trustees' liability insurance

During the year, the charity purchased trustees' liability insurance. The premium was £723 (2024: £723).

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The Wigan Foundation for Technical Education was founded in 1905 and registered as a charity on 1 September 1974. The charity is governed by a scheme dated 17 March 1999.

Page 1

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Report of the Trustees For The Year Ended 31 July 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT Organisational structure

The trustees who served during the year, and up to the date of signature of these financial statements, are:

P Collier A R Waterfield G M Bretherton D L Brennan L Shea J Wright S Black A Dawe

The charity has seven trustees nominated by the trustees at a quorate meeting of trustees. This includes the college principal who is also a trustee, ex officio. The chair of the charity is chosen by the trustees.

The trust deed requires the trustees to hold no less than two ordinary meetings in a 12 month period. In reality the trustees meet three or four times a year to discuss the charity's activities and approve requests for assistance.

Induction and training of new trustees

Training and development of trustees is provided whenever it is necessary, such as when there are changes in charity legislation or regulatory requirements.

New trustees are provided with an induction programme organised by the chair and clerk which covers the duties as set out within 'The Essential Trustee' (a Charity Commission document) and provides specific information relating to the charity, its relationship with Wigan and Leigh College and its charitable activities. Training on particular aspects of funding and related educational policy matters is provided at meetings of the trustees by officers of the college and others, as and when appropriate.

Risk management

The trustees have assessed the major risks to which the charity is exposed and are satisfied that systems are in place to mitigate exposure to the major risks.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

526129

Principal address

Wigan & Leigh College Parsons Walk Wigan Greater Manchester WN1 1RS

Trustees

Mr P Collier - Trustee

Mr A Waterfield - Trustee (resigned 30.6.25)

Mr G Bretherton - Trustee

Mrs D Brennan - Trustee Mrs L Shea - Trustee Mr J Wright - Trustee Mrs A Dawe - Trustee Mr S Black (appointed 3.12.24)

Independent Examiner

Steven John Collings FCCA Leavitt Walmsley Associates Limited Chartered Certified Accountants 8 Eastway Sale Cheshire M33 4DX

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Report of the Trustees For The Year Ended 31 July 2025

Approved by order of the board of trustees on 18 November 2025 and signed on its behalf by:

Mrs D Brennan - Trustee

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Independent Examiner's Report to the Trustees of The Wigan Foundation for Technical Education

Independent examiner's report to the trustees of The Wigan Foundation for Technical Education

I report to the charity trustees on my examination of the accounts of The Wigan Foundation for Technical Education (the Trust) for the year ended 31 July 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 Act and in carrying out my examination I have followed all 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

  3. the accounts do 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.

Steven John Collings FCCA

Leavitt Walmsley Associates Limited Chartered Certified Accountants 8 Eastway Sale Cheshire M33 4DX

18 November 2025

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Statement of Financial Activities For The Year Ended 31 July 2025

Notes
INCOME AND ENDOWMENTS FROM
Investment income
3
EXPENDITURE ON
Charitable activities
Charitable expenditure
Net gains/(losses) on investments
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Unrestricted
fund
£
62,424
50,480
-
11,944
674,671
686,615
Endowment
fund
£
-
9,011
(15,092)
(24,103)
748,205
724,102
31.7.25
Total
funds
£
62,424
59,491
(15,092)
(12,159)
1,422,876
1,410,717
31.7.24
Total
funds
£
61,864
83,991
66,213
44,086
1,378,790
1,422,876

The notes form part of these financial statements

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Balance Sheet
31 July 2025
Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
6
20,000
Investments
7
554,999
574,999
CURRENT ASSETS
Debtors
8
4,078
Cash at bank
110,433
114,511
CREDITORS
Amounts falling due within one year
9
(2,895)
NET CURRENT ASSETS
111,616
TOTAL ASSETS LESS CURRENT LIABILITIES
686,615
NET ASSETS
686,615
FUNDS
10
Unrestricted funds
Endowment funds
TOTAL FUNDS
Endowment
fund
£
347,964
376,138
724,102
-
-
-
-
-
724,102
724,102
31.7.25
Total
funds
£
367,964
931,137
1,299,101
4,078
110,433
114,511
(2,895)
111,616
1,410,717
1,410,717
686,615
724,102
1,410,717
31.7.24
Total
funds
£
376,976
946,229
1,323,205
4,078
98,189
102,267
(2,596)
99,671
1,422,876
1,422,876
674,671
748,205
1,422,876

The financial statements were approved by the Board of Trustees and authorised for issue on 18 November 2025 and were signed on its behalf by:

Mrs D Brennan - Trustee

The notes form part of these financial statements

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Notes to the Financial Statements For The Year Ended 31 July 2025

1. STATUTORY INFORMATION

The Wigan Foundation for Technical Education is a UK registered charity. The principal address can be found on the Legal and Administrative page.

2. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements have been prepared in accordance with the charity's governing document, 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) (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 applying FRS 102 Update Bulletin 1 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 accounts have been prepared under the historical cost convention, modified to include the revaluation of freehold properties and listed investments. The principal accounting policies adopted are set out below.

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. Hence, the trustees continue to adopt the going concern basis of accounting.

Critical accounting judgements and key sources of estimation uncertainty

In the application of the charity's accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

The critical estimate is the valuation of land and buildings.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Investment income and rental income is recognised when the charity becomes entitled to receive that income.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Grants payable are charged in the year when the offer is conveyed to the recipient.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Freehold property - 2% on cost

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Notes to the Financial Statements - continued For The Year Ended 31 July 2025

2. ACCOUNTING POLICIES - continued

Tangible fixed assets

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying amount of the asset and is recognised in the statement of financial activities.

Impairment of tangible fixed assets

At each reporting date, the charity reviews the carrying amounts of its tangible fixed assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any).

Recoverable amount is the higher of fair value less costs to sell and value in use. In assessing value in use, the estimated future cash flows are discounted to their present value using a pre-tax discount rate that reflects current market assessments of the time value of money and the risks specific to the asset for which the estimates of future cash flows have not been adjusted.

If the recoverable amount of an asset is estimated to be less than its carrying amount, the carrying amount of the asset is reduced to its recoverable amount. An impairment loss is recognised immediately in income/(expenditure) for the year, unless the relevant asset is carried at a revalued amount, in which case the impairment loss is treated as a revaluation decrease.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

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 financial 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.

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 measured 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.

Impairment of financial assets

Financial assets, other than those held at fair value through income and expenditure, are assessed for indicators of impairment at each reporting date. Financial assets are impaired where there is objective evidence that, as a result of one or more events that occurred after the initial recognition of the financial asset, the estimated future cash flows have been affected.

If an asset is impaired, the impairment loss is the difference between the carrying amount and the present value of the estimated cash flows discounted at the asset's original effective interest rate. The impairment loss is recognised in net income/(expenditure) for the year.

If there is a decrease in the impairment loss arising from an event occurring after the impairment was recognised, the impairment is reversed. The reversal is such that the current carrying amount does not exceed what the carrying amount would have been, had the impairment not previously been recognised. The impairment reversal is recognised in net income/(expenditure) for the year.

Derecognition of financial assets

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Notes to the Financial Statements - continued For The Year Ended 31 July 2025

2. ACCOUNTING POLICIES - continued

Financial instruments

Financial assets are derecognised only when the contractual rights to the cash flows from the asset expire or are settled, or when the Charity transfers the financial asset and substantially all the risks and rewards of ownership to another entity, or if some significant risks and rewards of ownership are retained but control of the asset has transferred to another party that is able to sell the asset in its entirety to an unrelated third party.

Basic financial liabilities

Basic financial liabilities, including trade and other payables, 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 receipts discounted at a market rate of interest. Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

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 charity's contractual obligations expire or are discharged or cancelled.

Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

3. INVESTMENT INCOME

INVESTMENT INCOME
31.7.25 31.7.24
£ £
Rents received 36,500 36,499
Income from listed investments 25,924 25,365
62,424 61,864

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 July 2025 nor for the year ended 31 July 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 July 2025 nor for the year ended 31 July 2024.

5. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

INCOME AND ENDOWMENTS FROM
Investment income
EXPENDITURE ON
Charitable activities
Charitable expenditure
Net gains/(losses) on investments
NET INCOME/(EXPENDITURE)
Unrestricted
fund
£
61,865
74,979
(1)
(13,115)
Endowment
fund
£
(1)
9,012
66,214
57,201
Total
funds
£
61,864
83,991
66,213
44,086

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Notes to the Financial Statements - continued For The Year Ended 31 July 2025

5.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued
Unrestricted
Endowment
fund
fund
£
£
RECONCILIATION OF FUNDS
Total funds brought forward
687,786
691,004
TOTAL FUNDS CARRIED FORWARD
674,671
748,205
6.
TANGIBLE FIXED ASSETS
COST OR VALUATION
At 1 August 2024 and 31 July 2025
DEPRECIATION
At 1 August 2024
Charge for year
At 31 July 2025
NET BOOK VALUE
At 31 July 2025
At 31 July 2024
Cost or valuation at 31 July 2025 is represented by:
Valuation in 2023
Total
funds
£
1,378,790
1,422,876
Freehold
property
£
555,600
178,624
9,012
187,636
367,964
376,976
Freehold
property
£
555,600

If land and buildings had not been revalued they would have been included at the following historical cost:

Cost
Aggregate depreciation
Value of land in freehold land and buildings
31.7.25
£
472,500
94,500
20,000
31.7.24
£
472,500
85,050
20,000

Freehold land and buildings were valued on an existing use basis on 31 July 2022 by Avison Young Chartered Surveyors.

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Notes to the Financial Statements - continued For The Year Ended 31 July 2025

7. FIXED ASSET INVESTMENTS

MARKET VALUE
At 1 August 2024 and 31 July 2025
PROVISIONS
At 1 August 2024
Revaluation adjustments
At 31 July 2025
NET BOOK VALUE
At 31 July 2025
At 31 July 2024
There were no investment assets outside the UK.
Cost or valuation at 31 July 2025 is represented by:
Valuation in 2023
8.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Prepayments and accrued income
9.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other creditors
10.
MOVEMENT IN FUNDS
Unrestricted funds
General fund
Endowment funds
Endowment fund
TOTAL FUNDS
At 1.8.24
£
674,671
748,205
1,422,876
31.7.25
£
4,078
31.7.25
£
2,895
Net
movement
in funds
£
11,944
(24,103)
(12,159)
Listed
investments
£
897,751
(48,478)
15,092
(33,386)
931,137
946,229
Listed
investments
£
897,751
31.7.24
£
4,078
31.7.24
£
2,596
At
31.7.25
£
686,615
724,102
1,410,717

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Notes to the Financial Statements - continued For The Year Ended 31 July 2025

10. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Incoming Resources Gains and Movement
resources expended losses in funds
£ £ £ £
Unrestricted funds
General fund 62,424 (50,480) - 11,944
Endowment funds
Endowment fund - (9,011) (15,092) (24,103)
TOTAL FUNDS 62,424 (59,491) (15,092) (12,159)

Comparatives for movement in funds

Unrestricted funds
General fund
Endowment funds
Endowment fund
TOTAL FUNDS
At 1.8.23
£
687,786
691,004
1,378,790
Net
movement
in funds
£
(13,115)
57,201
44,086
At
31.7.24
£
674,671
748,205
1,422,876

Comparative net movement in funds, included in the above are as follows:

Incoming Resources Gains and Movement
resources expended losses in funds
£ £ £ £
Unrestricted funds
General fund 61,865 (74,979) (1) (13,115)
Endowment funds
Endowment fund (1) (9,012) 66,214 57,201
TOTAL FUNDS 61,864 (83,991) 66,213 44,086

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Endowment funds
Endowment fund
TOTAL FUNDS
At 1.8.23
£
687,786
691,004
1,378,790
Net
movement
in funds
£
(1,171)
33,098
31,927
At
31.7.25
£
686,615
724,102
1,410,717

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THE WIGAN FOUNDATION FOR TECHNICAL EDUCATION

Notes to the Financial Statements - continued For The Year Ended 31 July 2025

10. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Gains and Movement
resources expended losses in funds
£ £ £ £
Unrestricted funds
General fund 124,289 (125,459) (1) (1,171)
Endowment funds
Endowment fund (1) (18,023) 51,122 33,098
TOTAL FUNDS 124,288 (143,482) 51,121 31,927

11. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 July 2025.

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