Finance Score: -5

Governance Score: 3

Support Score: 0

Accounts overdue -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

SHEILA WHITLEY TRUST

To give financial support to any charitable purpose or purposes organisation or organisations in any part of the world broadly concerned with the welfare or treatment of: a) Sick or disabled or handicapped persons of all ages. b) The aged. c) Persons who are in distress by means of poverty or reduced circumstances. d) Merchant Seaman of all ranks and ratings

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing

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
31/12/21		£27	£23	£4	n/a	n/a	n/a	n/a	n/a
31/12/20		£23	£26	£-3	n/a	n/a	n/a	n/a	n/a
31/12/19		£26	£27	£-1	n/a	n/a	n/a	n/a	n/a
31/12/18		£28	£28	£0	£0	£0	£0	n/a	0
31/12/17		£29	£29	£0	£0	£0	£0	n/a	0
31/12/16		£28	£25	£2	£0	£0	£0	n/a	0
31/12/15		£26	£24	£3	£0	£0	£0	n/a	0
31/12/14	*	£26	£28	£-2	£0	£0	£0	n/a	0
31/12/13		£25	£27	£-2	£0	£0	£0	n/a	0
31/12/12		£27	£27	£0	£0	£0	£0	n/a	0
31/12/11		£25	£24	£0	£0	£0	£0	n/a	0
31/12/10		£23	£26	£-3	£0	£0	£0	n/a	0
31/12/09		£24	£28	£-3	£0	£0	£0	n/a	0
31/12/08		£28	£28	£1	£0	£0	£0	n/a	0
31/12/07		£26	£21	£5	£0	£0	£0	n/a	0
31/12/06		£24	£25	£-2	£0	£0	£0	n/a	0
31/12/05		£25	£24	£1	£0	£0	£0	n/a	0
31/12/04		£25	£32	£-7	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 57 years

01952641651

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Scotland,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

EDWARD JOHN WHITLEY OBE, Other trusteeships: WHITLEY ANIMAL PROTECTION TRUST, THE WHITLEY FUND FOR NATURE,

EDWARD WHITLEY, Other trusteeship: WHITLEY ANIMAL PROTECTION TRUST,

JEREMY WHITLEY, Other trusteeship: WHITLEY ANIMAL PROTECTION TRUST,

PENELOPE ANN WHITLEY (Chair), Other trusteeship: WHITLEY ANIMAL PROTECTION TRUST,

VIVIEN THOMPSON, Other trusteeships: WHITLEY ANIMAL PROTECTION TRUST, THE LADY PAGET HOMES, THE MAURICE & VIVIEN THOMPSON CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 11/09/1967, number: 253681

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

18 returns made; AR14: 17 days late,

Main office

9, Corve Street
Ludlow
Shropshire
SY8 1DE

Objectives

TO GIVE FINANCIAL SUPPORT TO ANY CHARITABLE PURPOSE OR PURPOSES ORGANISATION OR ORGANISATIONS IN ANY PART OF THE WORLD CONCERNED WITH ANY OF THE FOLLOWING BENEFITS OR OBJECTS OR ONE OR MORE OF THEM: THE WELFARE OF THE AGED IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARTIABLE. (FOR FULL DETAILS SEE CLAUSE 2 OF THE DEED).

Defined Area of Benefit:

NOT DEFINED

Data Sources