Finance Score: 0
Governance Score: -1
Support Score: 6
  • No PartB
  • Only 4 Trustees: -1
  • Good trustee age range: +3
  • Static board: -3
  • Grant maker support: +6
Overall GiG Score: 5 ?

THE WHARTON TRUST 

Operates in the Dyke House and Stranton Wards of Hartlepool providing a community library, computers and resources for the use of residentsHelps people back to work and/or work-based trainingHires rooms for delivery of education, informal and accredited training, physical activities, external agencies to offer on site help to residents.Promotes the wellbeing of the local residents
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • There are only 4 trustees
  • The Board composition appears to be rather static

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/22£484£307£177n/an/an/an/an/a5
31/12/21£339£301£39n/an/an/an/an/a5
31/12/20£525£267£258£0£739£1215.4105
31/12/19£317£273£43n/an/an/an/an/a7
31/12/18£333£332£1£0£0£0n/a010
31/12/17*£150£155£-5£0£0£0n/a00
31/12/16*£191£214£-24£0£0£0n/a00
31/12/15*£192£206£-14£0£0£0n/a00
31/12/14£209£245£-37£0£0£0n/a00
31/12/13£230£232£-2£0£0£0n/a00
31/12/12£221£198£24£0£0£0n/a00
31/12/11£211£239£-28£0£0£0n/a00
31/12/10£499£197£302£0£0£0n/a00
31/12/09£357£118£239£0£0£0n/a00
31/12/08*£136£166£-30£0£0£0n/a00
31/12/07£149£138£11£0£0£0n/a00
31/12/06*£95£85£9£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 27 years

www.whartontrust.org.uk

info@whartontrust.org.uk

01429866095

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Technical, vocational and continuing education
How it operates
  • Other charitable activities
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Hartlepool,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • Unknown number of employees
  • 5 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Power to Change£780,500
Tudor Trust£116,000
County Durham Community Foundation£5,000
The Ballinger Charitable Trust£5,000
Specific Donations
Amount When
Months
To be used for
Power to Change - The Wharton Trust (RCF)
£10,000 12/12/2022
Grant to The Wharton Trust (RCF)
Tudor Trust - Grant to Wharton Trust
£2,000 19/01/2021
as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
Tudor Trust - Grant to Wharton Trust
£100,000 03/07/2020
12
towards the purchase of The Annexe community building in Dyke House, Hartlepool
County Durham Community Foundation - Making The Annexe Covid Secure
£5,000 19/06/2020
Towards making the annex Covid secure.
Tudor Trust - Grant to Wharton Trust (COVID19 Grant)
£2,000 04/05/2020
as emergency funding towards IT equipment, additional volunteer and travel expenses and other costs incurred in supporting people in Dyke House, Hartlepool during the Coronavirus crisis
Tudor Trust - Grant to Wharton Trust
£2,000 26/03/2020
over one year as further unrestricted funding for a community anchor organisation in Dyke House, Hartlepool
The Ballinger Charitable Trust - Grant to Wharton Trust (The)
£5,000 28/02/2020
12
Youth service costs
Power to Change - The Wharton Trust
£215,000 21/02/2020
23
Grant to The Wharton Trust
Power to Change - The Wharton Trust
£85,000 28/01/2020
0
Grant to The Wharton Trust
Tudor Trust - Grant to Wharton Trust
£10,000 24/06/2019
12
over one year as unrestricted funding for a community anchor organisation in Dyke House, Hartlepool
Power to Change - The Wharton Trust
£470,500 12/06/2019
35
Grant to The Wharton Trust
Power to Change - The Wharton Trust
£155,000 02/08/2018
11
Funding to increase the opportunities to reduce poverty and equality through community business, accelerating the growth of community business and demonstrating the conditions required for community ....more
Esmee Fairbairn - Grant to The Wharton Trust
£60,000 02/05/2018
24
Towards the development and sharing of learning from the Hartlepool Young People’s Foundation, which will work collaboratively to deliver a high-quality offer and improve outcomes for young people.
DCMS - 100710 Community Organisers
£17,500 01/04/2018
To train and support 100 community organisers over a 3 year period
Power to Change - The Wharton Trust
£89,400 01/07/2017
11
Funding to increase the opportunities to reduce poverty and equality through community business, accelerating the growth of community business and demonstrating the conditions required for community ....more
Paul Hamlyn Foundation - Hartlepool Young People's Foundation
£60,000 27/02/2017
24
The Wharton Trust is a charity delivering community support services in Hartlepool, County Durham. This application focuses on the establishment of Hartlepool Young People’s Foundation, which is ....more
Power to Change - The Wharton Trust
£10,000 16/01/2016
14
Funding to increase the opportunities to reduce poverty and equality through community business, accelerating the growth of community business and demonstrating the conditions required for community ....more
Tudor Trust - Grant to Wharton Trust
£90,000 11/07/2014
36
over three years as continuation funding towards the centre manager's salary at a community resource centre in Hartlepool
Lloyds Bank Foundation - Grant to The Wharton Trust
£25,000 27/04/2012
the salary of the Finance and Resources Co-ordinator
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Age Range of Trustees: 36-93
Legal constitution
  • Charitable company registered in England & Wales on 02/01/1997, number: 1059956
  • Registered at Companies House on 27/12/1996, number: 03296566
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
17 returns made; AR17: 42 days late, AR16: 0 days late, AR15: 1 days late, AR08: 33 days late, AR06: 41 days late,
Main office

THE ANNEXE
WHARTON TERRACE
HARTLEPOOL
TS24 8NS

Objectives

THE RELIEF OF POVERTY AND SICKNESS AND THE ADVANCEMENT OF EDUCATION AND THE PROMOTION OF ANY OTHER CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF DYKE HOUSE JACKSON AND STRANTON WARDS OF HARTLEPOOL.

Defined Area of Benefit:

DYKE HOUSE AND JACKSON WARDS OF HARTLEPOOL

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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