Finance Score: 0

Governance Score: 6

Support Score: 3

No PartB

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +3

Overall GiG Score: 9

THE WHEATLEY FOUNDATION LIMITED

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial Data

Income & Spending ?

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/22	31/03/23
Charitable activities	£1,507,000	£1,822,000	£1,254,000	£1,158,000		£1,351,000
Donations & Legacies	£2,113,000	£3,446,000	£4,015,000	£5,408,000
Other Income
Investment Income
Total income	£3,620,000	£5,268,000	£5,269,000	£6,566,000	£5,320,000	£11,786,000
Charitable activities spending	£3,778,000	£5,656,000	£4,889,000	£6,145,000		£6,566,000
Fundraising costs
Other spending	£5,000	£5,000	£5,000	£5,000		£30,000
Total spending	£3,783,000	£5,661,000	£4,894,000	£6,150,000	£4,894,000	£6,596,000
Surplus/deficit	-£163,000	-£393,000	£375,000	£416,000	£426,000	£5,190,000

Download accounts

Established: 8 years
(10 years as a company)

https://www.wheatley-group.com/better-lives/wheatley-foundation

Listed activities

It makes grants, donations, loans, gifts or pensions to individuals
It makes grants, donations or gifts to organisations
It carries out activities or services itself

GiG Classification

Poverty relief

Purposes

The prevention or relief of poverty
The advancement of education
The advancement of health','the advancement of citizenship or community development','the advancement of the arts, heritage, culture or science','the advancement of public participation in sport','the advancement of environmental protection or improvement','the relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage

Where it operates

More than one local authority area in Scotland, main operating location: Glasgow City

Who it helps

Other defined groups
Other charities or voluntary bodies

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.

Specific Donations

Amount	When Months	To be used for
Scottish Government - The Wheatley Foundation Limited
£100,000	19/05/2020	Detailed description not provided.

Data sourced from Donors via 360 Giving

How is it governed?

Directors (5)

Current Directors appointed

Age Range of Directors: 46-73

GRAY, Patrick
Appointed: 2020
Occupation: Academic

HOWDEN, Helen
Appointed: 2019
Occupation: Solicitor

KYNOCH, Ruth
Appointed: 2022
Occupation: Director

MCGRATH, Catherine
Appointed: 2022
Occupation: Retired

PATERSON, Adeola Blessing
Appointed: 2022
Occupation: Non-Executive Director

Legal constitution

Charity registered in Scotland on 06/06/2016, number: SC046607
Registered at Companies House on 15/10/2013, number: SC461602

Filing Record

5 returns made; all on time

Main office

Wheatley House, 25 Cochrane Street, Glasgow, G1 1HL

Objectives

The Company's objects are as follows: 5.1 To relieve those who are in need by reason of financial hardship, ill health, disability or other disadvantage (whether as a consequence of changes in welfare provision or otherwise. and including, without limitation,those who may be at risk of homelessness) by providing them with financial assistance and/or referring them for support (with the Company reimbursing the relevant organisation/agency, where the directors consider that appropriate, in respect of all or part of the cost of such support) to organisations and/or agencies external to the Group, including (where appropriate) those who provide money advice, debt advice, advice on welfare rights, social work support, food banks/food parcels or assistance with meeting energy costs. 5.2 To relieve unemployment by providing financial assistance to individuals who are in a state of poverty to enable them to access educational, training and/or work experience opportunities which will increase their prospects for obtaining paid employment. 5.3 To prevent and/or relieve poverty, advance education, advance the arts, advance health, advance citizenship and community development, advance public participation in sport, advance environmental protection or improvement and/or relieve those who are in need by reason of financial hardship, ill health, disability or other disadvantage, by developing, supporting (whether financially and/or through assisting with funding applications and/or by other means), co-ordinating and/or delivering a range of programmes and initiatives directed towards one or more of those aims. in each case, to the extent that this would (a) promote or improve the economic, social or environmental well-being of those occupying the houses provided or managed by organisations within the Group (either alone, or along with other people) or (ii) promote or improve the economic, social or environmental well-being of the areas in which houses provided by organisatio

Data Sources