THE WHARTON TRUST

Registered charity 1059956 · accounts filings on the Charity Commission register · also known as WHARTON TRUST

Operates in the Dyke House and Stranton Wards of Hartlepool providing a community library, computers and resources for the use of residentsHelps people back to work and/or work-based trainingHires rooms for delivery of education, informal and accredited training, physical activities, external agencies to offer on site help to residents.Promotes the wellbeing of the local residents

Objects

THE RELIEF OF POVERTY AND SICKNESS AND THE ADVANCEMENT OF EDUCATION AND THE PROMOTION OF ANY OTHER CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF DYKE HOUSE JACKSON AND STRANTON WARDS OF HARTLEPOOL.

Area of benefit: DYKE HOUSE AND JACKSON WARDS OF HARTLEPOOL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Prevention Or Relief Of Poverty · Economic/community Development/employment · website · Get email alerts

Registered contact address: Hartlepool, North East, England (from the postcode on the register)

Financial health, per its FY2024 accounts

The accounts state that the charity reported a surplus of £95,237 for the year ended 31 December 2024, with total unrestricted reserves standing at £933,784. However, the independent examiner reported matters of concern regarding the maintenance of accounting records and the accuracy of the accounts, noting that records were inconclusive and expenditure was allocated on a 'best fit' basis. The trustees acknowledge a need to build unrestricted reserves to at least three months of running costs, a target not yet met as reserves not tied up in fixed assets showed a deficit of £13,524.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 3 were received after the due date: year ending 31/12/2025 (received 06/11/2026, 6 days after the 31/10/2026 due date); year ending 31/12/2024 (received 12/12/2025, 42 days after the 31/10/2025 due date); year ending 31/12/2023 (received 28/01/2025, 89 days after the 31/10/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 03296566

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• AUTON, Janice — director, appointed 14/07/2026on trustee list
• BLACK, James Milburn — director, appointed 14/07/2026on trustee list
• TODD, Julie — director, appointed 07/01/2026on trustee list
• LEIGHTON, Anthony — director, appointed 19/11/2013on trustee list

Official officers record.

Property (HM Land Registry)

9 registered titles in England and Wales held by the charity’s company or corporate body (9 freehold); recorded price paid £414k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/12/2024)

Reported reserves equal ~26.4 months of spending — in the top quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (95% 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: 0.0% of total income — below the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• ANTHONY LEIGHTONchair
• ANN CALLAGHAN
• James Black
• Julie Todd

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

Operates in: Hartlepool

Income and spending

Common questions

Known funders

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

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with WINTON HOUSE CENTRE.

• WINTON HOUSE CENTRE income £123k
• THE WAREHOUSE TRUST income £95k
• THE HOXTON TRUST income £183k
• THE HARTON TOWN TRUST income £38k
• THE INTEGRATION TRUST LIMITED income £395k
• THE ATHERTON TRUST income £39k

Side by side with its peers

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