THE WHITWAM FAMILY CHARITABLE FOUNDATION

Registered charity 1154094 · accounts filings on the Charity Commission register

Provides grants to other charitable organisations which carry out activities and support people in charitable need living in or around the City of York.

Objects

THE OBJECT OF THE CIO IS TO PROMOTE ANY PURPOSE WHICH IS CHARITABLE ACCORDING TO THE LAW OF ENGLAND WITH THE EXCLUSION OF THE ADVANCEMENT OF RELIGION, PRINCIPALLY, BUT NOT EXCLUSIVELY FOR THE BENEFIT OF SUCH ONE OR MORE CHARITIES OR CHARITABLE INSTITUTIONS OPERATING IN THE CITY OF YORK AND THE SURROUNDING AREA, OR FOR SUCH PURPOSE OR PURPOSES IN THE CITY OF YORK AND THE SURROUNDING AREA THAT ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND IN SUCH SHARES OR PROPORTIONS AS THE TRUSTEES OF THE CIO SHALL THINK FIT FROM TIME TO TIME.

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

Causes: General Charitable Purposes · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £2,815,274, representing free funds with no designated reserves. The trustees do not maintain a formal reserves policy, stating that the risk of prolonged revenue decline from the diversified investment portfolio is small and that capital can be spent if necessary.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 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.

• Conflicting interests
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Trustee conflicts of interest policy and procedures

Trustees · trustee networks

• ANDREW DAVID WHITWAM · trustee of 1 other charity
• JOHN RICHARD LANE LLB AKC · trustee of 5 other charities
• NICOLA WHITWAM

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

Operates in: City Of York

Income and spending

Common questions