Charity Accounts Intelreading the accounts so you don’t have to

THE WHELER FOUNDATION

Registered charity 1011180 · accounts filings on the Charity Commission register

The maintenance and preservation of lands and buildings of historic, educational or landscape value for the benefit of the public, whether or not educational. Encouragement or assistance to agriculture, forestry and rural industry for the benefit of the public, whether or not educational. The making of gifts or donations to charitable bodies where perceived to promote the objects of the Trust.

Causes: General Charitable Purposes · Education/training · Environment/conservation/heritage · Economic/community Development/employment · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£1.6m
Latest spending
£1.5m
Registered
1992
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds total net assets of £56,587,262, with unrestricted funds of £240,411. However, the auditors have identified a material uncertainty regarding the charity's ability to continue as a going concern, as its future operation is dependent on the disposal of properties and refinancing. The trustees maintain that adequate resources exist to continue operations for the foreseeable future.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: between three and six months expenditure (held: £240k)
“It is the policy of the Foundation that Free Reserves which have not been designated for a specific use should be maintained at a level equivalent to between three and six months expenditure.” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Going concern: material uncertainty disclosed
“As stated in note 2.2, the Trustees note that the future operation of the Foundation is dependent on the disposals of certain properties and the potential to refinance. These events or conditions, indicate that a material uncertainty exists that may cast significant doubt on the Foundation’s ability to continue as a going concern.” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustee Mr C. M. P. Granger is a consultant of Carter Jonas LLP, which charged professional fees.
“Mr C. M. P. Granger is a Trustee of the Foundation and a consultant of property consultants, Carter Jonas LLP. During the year Carter Jonas charged the Foundation professional fees of £231,959 (2024: £235,290). Fees are calculated on normal commercial terms.” — page 43
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by WR Partners. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2025)

Total income
£1.6m
Total spending
£1.5m
Cost of raising funds
£250k
Reserves (reported)
£0
Employees
2

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (79% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 15.2% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Kent · North Yorkshire

Income and spending

Financial year endIncomeSpending
05/04/2025£1.6m£1.5m
05/04/2024£1.3m£2.8m
05/04/2023£1.2m£7.3m
05/04/2022£1.2m£7.6m
05/04/2021£1.2m£5.3m

Common questions

Is THE WHELER FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds total net assets of £56,587,262, with unrestricted funds of £240,411. However, the auditors have identified a material uncertainty regarding the charity's ability to continue as a going concern, as its future operation is dependent on the disposal of properties and refinancing. The trustees maintain that adequate resources exist to continue operations for the foreseeable future. Its FY2025 accounts were audited by WR Partners.

Who funds THE WHELER FOUNDATION?

Funders whose own accounts filings name THE WHELER FOUNDATION as a grant recipient include LADY ELIZABETH HASTINGS' ESTATE CHARITY.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
LADY ELIZABETH HASTINGS' ESTATE CHARITYFY2022£50kspecified grants to organisations

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
DARTINGTON CATTLE BREEDING TRUST1£59k
THE NFU MUTUAL CHARITABLE TRUST1£57k
YORKSHIRE AGRICULTURAL SOCIETY1£56k
CHK Foundation1£10k
THE FEDERATION OF MUSEUMS AND ART GALLERIES OF WALES1£5k
THE MCCORQUODALE CHARITABLE TRUST1£2k
THE LORD FARINGDON CHARITABLE TRUST1£1k
CLAN TRUST LIMITED1£1k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE WHEELER FAMILY CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE WHELER FOUNDATION£1.6m—0unclear—material uncertainty
THE WHEELER FAMILY CHARITABLE TRUST FY2025£451k—0above—no doubt
GREENFIELD VALLEY TRUST FY2025£164k—0unclear—no doubt
PS FOUNDATION FY2025£560k—0unclear—no doubt
AIRFIELDS OF BRITAIN CONSERVATION TRUST FY2025£242k—0unclear—no doubt
TIM WHITE'S COUNTRYWIDE FOUNDATION FY2025£119k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.