WISPERS TRUST LIMITED

Registered charity 307039 · accounts filings on the Charity Commission register · also known as WISPERS SCHOOL EDUCATIONAL TRUST LIMITED

Provision of bursaries for girls up to the age of entry to university

Objects

THE CHARITY'S OBJECT (THE OBJECT) IS TO ADVANCE THE EDUCATION OF GIRLS (AND AT THE DIRECTORSã DISCRETION, BOYS) UNDER THE AGE OF 25 WHO ARE IN NEED OF FINANCIAL ASSISTANCE (BENEFICIARIES), IN PARTICULAR THROUGH ANY OR ALL OF THE FOLLOWING:(1) GIVING GRANTS, BURSARIES OR OTHER PAYMENTS TO BENEFICIARIES (OR TO EDUCATIONAL INSTITUTIONS ATTENDED BY SUCH BENEFICIARIES) TO ENABLE THEM TO ATTEND, OR TAKE FULL ADVANTAGE OF THE EDUCATIONAL OPPORTUNITIES AVAILABLE AT, ANY SCHOOL, UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION APPROVED FOR THE PURPOSE BY THE DIRECTORS;(2) THE PROVISION OF FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ASSIST THEM TO PURSUE THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC AND OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE THEREOF, OR TO PREPARE FOR OR ENTER A PROFESSION, TRADE, OCCUPATION OR SERVICE ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT;(3) THE PROVISION, MAINTENANCE AND OR SUPPORT OF A SCHOOL OR SCHOOLS ATTENDED BY BENEFICIARIES. WHEN APPLYING THE CHARITYãS INCOME PREFERENCE MAY BE GIVEN TO BENEFICIARIES WHO ARE IN A PUBLIC EXAMINATION YEAR AND/OR WHO HAVE SUFFERED AN UNEXPECTED SIGNIFICANT CHANGE IN FINANCIAL CIRCUMSTANCES.

Area of benefit: UK

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · website · Get email alerts

Latest income

£109k

Latest spending

£121k

Registered

1965

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased by £23,144 to £3,043,324 due to a net deficit before investment movements, though total funds remained robust at over £3 million. The trustees consider a portfolio value of £2,500,000 sufficient to fund future bursaries, indicating reserves are above their stated policy target. The charity has no employees and minimal financial commitments, relying on investment income to sustain its charitable activities.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment income

“Investment income 78,088” — page 11

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: a portfolio value of £2,500,000 sufficient to fund future bursaries (held: £3.0m)

“Ignoring movements in valuation the trustees consider a portfolio value of £2,500,000 sufficient to fund future bursaries.”

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Financial reserves policy and procedures
Investment

Corporate structure

Registered company of the charity Companies House 00845837 · Financial health read from its filings

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

HOLYOAK, Angela — director, appointed 20/03/2026on trustee list
BELTRAN, Rosemary Ysabel — director, appointed 20/03/2026on trustee list
BELTRAN, Luis Henry — director, appointed 20/03/2026on trustee list
RYAN, Nina Clare — director, appointed 24/04/2025not on trustee list
SHERWIN, Sophie — director, appointed 24/04/2025not on trustee list
WARNOCK, Rebecca — director, appointed 31/07/2016on trustee list
FORBES, Sebastian, Professor — director, appointed 23/01/2001on trustee list

Official officers record.

Trustees · trustee networks

ANGELA HOLYOAK
LOUIS HENRY BELTRAN
ROSEMARY YSABEL BELTRAN
Rebecca Warnock
SEBASTIAN FORBES · trustee of 1 other charity

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

Operates in: Hampshire · Surrey · West Sussex

Income and spending

Financial year end	Income	Spending
31/08/2025	£109k	£121k
31/08/2024	£107k	£93k
31/08/2023	£87k	£127k
31/08/2022	£89k	£83k
31/08/2021	£76k	£91k

Common questions

Is WISPERS TRUST LIMITED financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased by £23,144 to £3,043,324 due to a net deficit before investment movements, though total funds remained robust at over £3 million. The trustees consider a portfolio value of £2,500,000 sufficient to fund future bursaries, indicating reserves are above their stated policy target. The charity has no employees and minimal financial commitments, relying on investment income to sustain its charitable activities. Its FY2025 accounts were independently examined.