CCEW Charity Commission profile

COLONEL W H WHITBREAD CHARITABLE TRUST

Registered charity 210496 · organisation 210496

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
22 September 1962
Removed
Not supplied
Financial period
1 January 2024 – 31 December 2024
Latest income
£288,718
Latest expenditure
£249,719
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Elm Farm, The Green, Freeland, WITNEY, Oxfordshire, OX29 8AP

02 Activities

What the charity does

1. The promotion of education and in particular, charitable organisations which support education, welfare and scholarships for the underprivileged or suffering.2. Charitable organisations which support certain amateur sports and sporting endeavour.3. Charitable organisations which support the health and welfare of soldiers.4. Charitable organisations which support conservation projects.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
24 October 2025
Date Accounts Received
24 October 2025
Total Gross Income
£288,718
Total Gross Expenditure
£249,719
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
31 October 2024
Date Accounts Received
31 October 2024
Total Gross Income
£268,650
Total Gross Expenditure
£243,920
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
27 September 2023
Date Accounts Received
27 September 2023
Total Gross Income
£206,175
Total Gross Expenditure
£401,060
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
5 September 2022
Date Accounts Received
5 September 2022
Total Gross Income
£234,775
Total Gross Expenditure
£271,990
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Cycle Reference
AR20
Reporting Due Date
31 October 2021
Date Annual Return Received
10 July 2021
Date Accounts Received
10 July 2021
Total Gross Income
£215,522
Total Gross Expenditure
£134,103

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
24 October 2025
Total Gross Income
£288,718
Total Gross Expenditure
£249,719
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
31 October 2024
Total Gross Income
£268,650
Total Gross Expenditure
£243,920
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
27 September 2023
Total Gross Income
£206,175
Total Gross Expenditure
£401,060
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
5 September 2022
Total Gross Income
£234,775
Total Gross Expenditure
£271,990
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
10 July 2021
Total Gross Income
£215,522
Total Gross Expenditure
£134,103
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name
COLONEL W H WHITBREAD CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1962-09-22T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
SETTLEMENT DATED 18TH DECEMBER 1953 as amended on 04 Jun 2025
Charitable Objects
TO PAY APPLY OR APPROPRIATE THE WHOLE OF THE FUND AND THE INCOME ARISING THEREON TO CHARITABLE ORGANISATIONS IN THE UNITED KINGDOM TO BE USED BY THEM FOR THEIR CHARITABLE PURPOES.
Area Of Benefit
NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id
54208
Charity Name Type
Previous name
Charity Name
THE W H WHITBREAD CHARITY FUND
Charity Name Id
54212
Charity Name Type
Previous name
Charity Name
THE WHITBREAD CHARITY FUND
Charity Name Id
54205
Charity Name Type
Previous name
Charity Name
COLONEL W H WHITEBREAD CHARITABLE TRUST

10 Official extract

Charity Policy

Policy Name
Conflicting interests
Policy Name
Trustee expenses policy and procedures
Policy Name
Investment
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Paying staff
Policy Name
Risk management
Policy Name
Financial reserves policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures