WHITAKER CHARITABLE TRUST

Registered charity 234491 · accounts filings on the Charity Commission register

General grant-making charity

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

Latest income

£328k

Latest spending

£253k

Registered

1964

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the Trust reported a net decrease in funds of £234,173 for the year ended 31 March 2024, driven by a loss on investments of £272,061 which outweighed net incoming resources of £37,888. Per the trustees' report, free reserves stood at £145,122, with the Trustees noting that reserves other than the substantial investment portfolio need only be maintained at a minimal level. The Trustees confirmed adequate resources for the foreseeable future, with no material uncertainties identified regarding going concern.

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

What the accounts disclose

Reserves policy: minimal level (held: £145k)

“The Trustees have identified that reserves other than the investment portfolio need only to be at a minimal level and that this level continues to be maintained.” — page 5

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Administrative expenses paid to Tiln Farms Limited, a company controlled by Sir Jack and Lady Whitaker.

“A charge for administrative expenses of £2,936, including VAT, (2023: £2,990) was paid to Tiln Farms Limited, a company controlled by Sir Jack and Lady Whitaker. The Trustees (but excluding Sir Jack and Lady Whitaker from the decision) consider that this amount represents the arm's length value of the services provided.” — page 13

“Sir Jack Whitaker made a short term loan to the Trustees on 15 March 2023 of £115,500. This loan was fully repaid during the year ended 5 April 2024.” — page 13

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Short-term loan from Sir Jack Whitaker, fully repaid during the year.

“A charge for administrative expenses of £2,936, including VAT, (2023: £2,990) was paid to Tiln Farms Limited, a company controlled by Sir Jack and Lady Whitaker. The Trustees (but excluding Sir Jack and Lady Whitaker from the decision) consider that this amount represents the arm's length value of the services provided.” — page 13

“Sir Jack Whitaker made a short term loan to the Trustees on 15 March 2023 of £115,500. This loan was fully repaid during the year ended 5 April 2024.” — page 13

Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

LADY ELIZABETH JANE RAVENSCROFT WHITAKER
Sir John James Ingham Whitaker Bt · trustee of 1 other charity
William James Emlyn Price

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

Operates in: Nottinghamshire

Income and spending

Financial year end	Income	Spending
31/03/2025	£328k	£253k
31/03/2024	£328k	£291k
31/03/2023	£286k	£272k
31/03/2022	£224k	£228k
31/03/2021	£230k	£231k

Common questions

Is WHITAKER CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the Trust reported a net decrease in funds of £234,173 for the year ended 31 March 2024, driven by a loss on investments of £272,061 which outweighed net incoming resources of £37,888. Per the trustees' report, free reserves stood at £145,122, with the Trustees noting that reserves other than the substantial investment portfolio need only be maintained at a minimal level. The Trustees confirmed adequate resources for the foreseeable future, with no material uncertainties identified regarding going concern. Its FY2024 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.

Funder	Similar charities funded	Amount to them
THE M D AND S CHARITABLE TRUST	1	£590k
MYR CHARITABLE TRUST	1	£21k

Charities like this

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

OUTHWAITE CHARITABLE TRUST income £138k
THE ADINT CHARITABLE TRUST income £212k
THE FRANK LITCHFIELD GENERAL CHARITABLE TRUST income £192k
SCHREIBER CHARITABLE TRUST income £820k
THE KASNER CHARITABLE TRUST income £487k
J O CHARITABLE TRUST income £195k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
WHITAKER CHARITABLE TRUST	£328k	—	unclear	—	no doubt
OUTHWAITE CHARITABLE TRUST FY2025	£138k	—	unclear	—	no doubt
THE ADINT CHARITABLE TRUST FY2025	£212k	—	unclear	—	no doubt
THE FRANK LITCHFIELD GENERAL CHARITABLE TRUST FY2025	£192k	—	unclear	—	no doubt
SCHREIBER CHARITABLE TRUST FY2025	£820k	—	unclear	—	no doubt
THE KASNER CHARITABLE TRUST FY2025	£487k	—	below	—	no doubt

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