WHITLEY ANIMAL PROTECTION TRUST
Financial health, per its FY2024 accounts
The accounts state that free/unrestricted reserves amounted to £355,507, held in the General Fund to cover estimated future net income. The charity is reliant on investment income, which generated £297,276 in the year, to fund its grant-making activities and operational costs. The trustees report that the portfolio performance exceeded targets, with the capital fund increasing in value to over £11 million.
What the accounts disclose
“The General Fund balance of £355,507 (2023: £335,211), is distributed as grants to cover this year's net investment income, with the remainder retained to cover next year's estimated net income, in case of unforeseen events.” — page 7
“The Trust made the following grants during the year to charities which are connected with it: £50,000 (2023: £85,000) to the Whitley Fund for Nature. Mr E J Whitley OBE is a Trustee of this charity.” — page 24
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £297k | £277k |
| 31/12/2023 | £337k | £313k |
| 31/12/2022 | £315k | £329k |
| 31/12/2021 | £371k | £297k |
| 31/12/2020 | £297k | £320k |
Common questions
Is WHITLEY ANIMAL PROTECTION TRUST financially healthy?
The accounts state that free/unrestricted reserves amounted to £355,507, held in the General Fund to cover estimated future net income. The charity is reliant on investment income, which generated £297,276 in the year, to fund its grant-making activities and operational costs. The trustees report that the portfolio performance exceeded targets, with the capital fund increasing in value to over £11 million. Its FY2024 accounts were audited by WR Partners.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ROSE ANIMAL WELFARE TRUST CIO | 1 | £10k |
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