THE WHARFEDALE FOUNDATION
The Wharfedale foundation is a grant awarding trust which was established in March 2009.
Financial health, per its FY2024 accounts
The accounts state that the charity is in the process of spending out its capital, having distributed approximately two-thirds of its funds in 2024 with the intention to close down in early 2026. Per the trustees' report, unrestricted reserves have decreased significantly to £399,649 from £1,099,562 the previous year, reflecting the large grant awards made during the spend-down period.
What the accounts disclose
“During the year total income amounted to £27,254 (2023: £35,211) of which investment income was the main component at £26,728 (2023: £35,504).” — page 5
“Expenditure during the year totalled £749,008 (2023: £47,875), the main components of which were charitable activities of £741,700 (2023: £39,683) and costs of raising funds of £7,308 (2023: £8,192).” — page 5
Trustees
- Hannah Catherine Dobsonchair
- Iain Frederick Cloke
- Jane Thompson
- Rev SAMUEL KENNEDY
- Sajda Bibi Shah
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £27k | £749k |
| 31/12/2023 | £35k | £48k |
| 31/12/2022 | £38k | £43k |
| 31/12/2021 | £37k | £26k |
| 31/12/2020 | £36k | £33k |
Common questions
Is THE WHARFEDALE FOUNDATION financially healthy?
Per its FY2024 accounts: The accounts state that the charity is in the process of spending out its capital, having distributed approximately two-thirds of its funds in 2024 with the intention to close down in early 2026. Per the trustees' report, unrestricted reserves have decreased significantly to £399,649 from £1,099,562 the previous year, reflecting the large grant awards made during the spend-down period. Its FY2024 accounts were independently examined.
Who funds THE WHARFEDALE FOUNDATION?
Funders whose own accounts filings name THE WHARFEDALE FOUNDATION as a grant recipient include PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. PAUL, PENKETH.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. PAUL, PENKETH | FY2022 | £15k | Major re-building project |
| PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. PAUL, PENKETH | FY2023 | £8k | major rebuilding project |