NORMAN WHITELEY TRUST

Registered charity 226445 · accounts filings on the Charity Commission register

Assisting works which further the spread of the gospel, relieve poverty and assist with education.

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Religious Activities · Grant history (this charity is a funder) · Get email alerts

Latest income
£233k
Latest spending
£176k
Registered
1963
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Rental income (77% of income)
“Rental income 179,354” — page 6
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

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

Total income
£799k
Total spending
£100k
Reserves (reported)
£0
Employees
0

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

Per its annual return, largest income source: Other (82% 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 (2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Cumbria

Income and spending

Financial year endIncomeSpending
28/02/2025£233k£176k
29/02/2024£203k£164k
28/02/2023£177k£118k
28/02/2022£799k£100k
28/02/2021£136k£75k

Common questions

Is NORMAN WHITELEY TRUST financially healthy?

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. Its FY2025 accounts were independently examined.

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
THE HELPING FOUNDATION1£10.0m
TERRACE LIMITED1£65k
CLASSQUOTE LIMITED1£11k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
NORMAN WHITELEY TRUST£233k—0unclear—no doubt
THE SHANLEY CHARITABLE TRUST FY2025£224k—0unclear—no doubt
CLYMER FY2025£197k—0unclear—no doubt
A W CHARITABLE TRUST FY2025£17.6m—0unclear—no doubt
CHARITWORTH LIMITED FY2025£3.3m—0unclear—no doubt
THE WELLINGTON (LONDON) TRUST FY2025£490k—0unclear—no doubt

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