NORMAN WHITELEY TRUST
Assisting works which further the spread of the gospel, relieve poverty and assist with education.
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
“Rental income 179,354” — page 6
Structured financials (annual return, FY ending 28/02/2022)
Trustees
- PAUL WHITELEYchair
- Jose Angel Cabrita Viera
- PIPPA GUIDERA
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HELPING FOUNDATION | 1 | £10.0m |
| TERRACE LIMITED | 1 | £65k |
| CLASSQUOTE LIMITED | 1 | £11k |
Charities like this
- THE SHANLEY CHARITABLE TRUST
- CLYMER
- A W CHARITABLE TRUST
- CHARITWORTH LIMITED
- THE WELLINGTON (LONDON) TRUST
- NORMANBY CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| NORMAN WHITELEY TRUST | £233k | — | 0 | unclear | — | no doubt |
| THE SHANLEY CHARITABLE TRUST | £224k | — | 0 | unclear | — | no doubt |
| CLYMER | £197k | — | 0 | unclear | — | no doubt |
| A W CHARITABLE TRUST | £17.6m | — | 0 | unclear | — | no doubt |
| CHARITWORTH LIMITED | £3.3m | — | 0 | unclear | — | no doubt |
| THE WELLINGTON (LONDON) TRUST | £490k | — | 0 | unclear | — | no doubt |