The Whinfell Charitable Fund
The trustees operate a grant-making policy providing funds for such charitable institutions or objects as the trustees think fit.
Financial health, per its FY2023 accounts
The charity reported a net deficit of £312,249 for the year ended 31 January 2023, driven by a significant loss on investments of £305,125. Total unrestricted funds decreased from £6,424,871 to £6,112,622, with the trustees stating that reserves remain satisfactory to continue as a going concern.
What the accounts disclose
“The Trustees consider that the level of reserves held at 31 January 2023 to be satisfactory taking into account the future needs and objectives of the charity.” — page 5
Trustees
- Katherine Anne Leigh Duff
- Sarah Elizabeth Clifford Bowles
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £395k | £188k |
| 31/01/2024 | £138k | £184k |
| 31/01/2023 | £110k | £117k |
| 31/01/2022 | £99k | £114k |
| 31/01/2021 | £85k | £90k |
Common questions
Is The Whinfell Charitable Fund financially healthy?
Per its FY2023 accounts: The charity reported a net deficit of £312,249 for the year ended 31 January 2023, driven by a significant loss on investments of £305,125. Total unrestricted funds decreased from £6,424,871 to £6,112,622, with the trustees stating that reserves remain satisfactory to continue as a going concern. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| KEREN ASSOCIATION LIMITED | 1 | £90k |
| THE HEALTH FOUNDATION | 1 | £40k |
Charities like this
- The Trust Foundation
- DELVES CHARITABLE TRUST
- WYCHVILLE LIMITED
- THE BOTHWELL CHARITABLE TRUST
- THE AIMWELL CHARITABLE TRUST
- BLACKPOOL TEACHING HOSPITALS CHARITABLE FUND AND RELATED CHARITIES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| The Whinfell Charitable Fund | £395k | — | 0 | above | — | no doubt |
| The Trust Foundation | £3.0m | — | 0 | above | — | no doubt |
| DELVES CHARITABLE TRUST | £222k | — | 0 | above | — | no doubt |
| WYCHVILLE LIMITED | £689k | — | 0 | unclear | — | no doubt |
| THE BOTHWELL CHARITABLE TRUST | £145k | — | 0 | unclear | — | no doubt |
| THE AIMWELL CHARITABLE TRUST | £608k | — | 0 | unclear | — | no doubt |