NORMAN WHITELEY TRUST

Registered charity 226445 · accounts filings on the Charity Commission register

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased from £4,124,106 to £3,877,814 due to an unrealised investment loss of £302,696, despite a surplus on income and expenditure of £56,404. The charity holds significant investment properties valued at £2,019,000 and managed funds, generating rental and investment income to fund charitable gifts of £130,548. The trustees report satisfactory performance and confirm the charity is operating on a going concern basis.

What the accounts disclose

Accounts independently examined (not a full audit).

Structured financials (annual return, FY ending 28/02/2022)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 7.0 months; benchmarks).

Trustees

• PAUL WHITELEYchair
• Jose Angel Cabrita Viera
• PIPPA GUIDERA

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

Operates in: Cumbria

Income and spending

Common questions

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 THE SHANLEY CHARITABLE TRUST.

• THE SHANLEY CHARITABLE TRUST income £224k
• CLYMER income £197k
• A W CHARITABLE TRUST income £17.6m
• CHARITWORTH LIMITED income £3.3m
• THE WELLINGTON (LONDON) TRUST income £490k
• NORMANBY CHARITABLE TRUST income £311k