COLONEL W H WHITBREAD CHARITABLE TRUST

Registered charity 210496 · accounts filings on the Charity Commission register · also known as COLONEL W H WHITEBREAD CHARITABLE TRUST, THE W H WHITBREAD CHARITY FUND, THE WHITBREAD CHARITY FUND

1. The promotion of education and in particular, charitable organisations which support education, welfare and scholarships for the underprivileged or suffering.2. Charitable organisations which support certain amateur sports and sporting endeavour.3. Charitable organisations which support the health and welfare of soldiers.4. Charitable organisations which support conservation projects.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£289k

Latest spending

£250k

Registered

1962

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves decreased to £405,257 from £476,762 in the prior year, driven by a net loss on investments of £110,504 which outweighed the net income of £38,999. Despite this movement, the charity holds significant endowment investments valued at £15,699,571 and reports adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Largest income source: Investment income (93% of income)

“Income to the charity is formed from investment portfolio dividends and interest on cash. Total incoming resources to the charity for 2024 were £288,718” — page 5

Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Crowe U.K. LLP. Discloses 3 of 6 completeness components.

Trustees · trustee networks

MR H F WHITBREADchair · trustee of 1 other charity
JEREMY ROBERT BARKES
RUPERT THOMAS FOLEY

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/12/2024	£289k	£250k
31/12/2023	£269k	£244k
31/12/2022	£206k	£401k
31/12/2021	£235k	£272k
31/12/2020	£216k	£134k

Common questions

Is COLONEL W H WHITBREAD CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted reserves decreased to £405,257 from £476,762 in the prior year, driven by a net loss on investments of £110,504 which outweighed the net income of £38,999. Despite this movement, the charity holds significant endowment investments valued at £15,699,571 and reports adequate resources to continue in operational existence for the foreseeable future. Its FY2024 accounts were audited by Crowe U.K. LLP.

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.

Funder	Similar charities funded	Amount to them
THE HINDUJA FOUNDATION	1	£3k

Charities like this

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

THE ALAN BRENTNALL CHARITABLE TRUST income £113k
WORSHIPFUL COMPANY OF INSURERS CHARITABLE TRUST income £351k
THE COLE CHARITABLE TRUST income £144k
CAREDUCATION TRUST LTD income £133k
THE WILLIAMS CHARITABLE TRUST income £92k
THE REVERE CHARITABLE TRUST income £271k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
COLONEL W H WHITBREAD CHARITABLE TRUST	£289k	—	unclear	—	no doubt
THE ALAN BRENTNALL CHARITABLE TRUST FY2025	£113k	—	unclear	—	no doubt
WORSHIPFUL COMPANY OF INSURERS CHARITABLE TRUST FY2025	£351k	—	below	—	no doubt
THE COLE CHARITABLE TRUST FY2025	£144k	—	below	—	no doubt
CAREDUCATION TRUST LTD FY2025	£133k	—	unclear	—	no doubt
THE WILLIAMS CHARITABLE TRUST FY2026	£92k	—	unclear	—	no doubt

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