NORMAN WHITELEY TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 28 October 1963
Removed: Not supplied
Financial period: 1 March 2024 – 28 February 2025
Latest income: £232,860
Latest expenditure: £176,456
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Albury, Atkinson Street, Childswickham, BROADWAY, Worcestershire, WR12 7HF

02 Activities

What the charity does

Assisting works which further the spread of the gospel, relieve poverty and assist with education.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 March 2024
Fin Period End Date: 28 February 2025
Ar Cycle Reference: AR25
Reporting Due Date: 28 December 2025
Date Annual Return Received: 10 November 2025
Date Accounts Received: 10 November 2025
Total Gross Income: £232,860
Total Gross Expenditure: £176,456

Fin Period Start Date: 1 March 2023
Fin Period End Date: 29 February 2024
Ar Cycle Reference: AR24
Reporting Due Date: 29 December 2024
Date Annual Return Received: 18 December 2024
Date Accounts Received: 18 December 2024
Total Gross Income: £203,228
Total Gross Expenditure: £164,187

Fin Period Start Date: 1 March 2022
Fin Period End Date: 28 February 2023
Ar Cycle Reference: AR23
Reporting Due Date: 28 December 2023
Date Annual Return Received: 29 November 2023
Date Accounts Received: 29 November 2023
Total Gross Income: £176,965
Total Gross Expenditure: £118,440

Fin Period Start Date: 1 March 2021
Fin Period End Date: 28 February 2022
Ar Cycle Reference: AR22
Reporting Due Date: 28 December 2022
Date Annual Return Received: 24 November 2022
Date Accounts Received: 24 November 2022
Total Gross Income: £798,715
Total Gross Expenditure: £99,681

Fin Period Start Date: 1 March 2020
Fin Period End Date: 28 February 2021
Ar Cycle Reference: AR21
Reporting Due Date: 28 December 2021
Date Annual Return Received: 2 December 2021
Date Accounts Received: 2 December 2021
Total Gross Income: £135,778
Total Gross Expenditure: £75,168
Accounts Qualified: Yes

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 March 2024
Fin Period End Date: 28 February 2025
Ar Due Date: 28 December 2025
Ar Received Date: 10 November 2025
Total Gross Income: £232,860
Total Gross Expenditure: £176,456
Grant Making Is Main Activity: No
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 March 2023
Fin Period End Date: 29 February 2024
Ar Due Date: 29 December 2024
Ar Received Date: 18 December 2024
Total Gross Income: £203,228
Total Gross Expenditure: £164,187
Grant Making Is Main Activity: No
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 March 2022
Fin Period End Date: 28 February 2023
Ar Due Date: 28 December 2023
Ar Received Date: 29 November 2023
Total Gross Income: £176,965
Total Gross Expenditure: £118,440
Grant Making Is Main Activity: No
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 March 2021
Fin Period End Date: 28 February 2022
Ar Due Date: 28 December 2022
Ar Received Date: 24 November 2022
Total Gross Income: £798,715
Total Gross Expenditure: £99,681
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
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: AR21
Fin Period Start Date: 1 March 2020
Fin Period End Date: 28 February 2021
Ar Due Date: 28 December 2021
Ar Received Date: 2 December 2021
Total Gross Income: £135,778
Total Gross Expenditure: £75,168
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
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 Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 March 2021
Fin Period End Date: 28 February 2022
Ar Due Date: 28 December 2022
Ar Received Date: 24 November 2022
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 146693
Income Other: 652022
Income Total Income And Endowments: 798715
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £83,050
Expenditure Other: 16631
Expenditure Total: 99681
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 32987
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 3467086
Assets Own Use: 0
Assets Long Term Investment: 3467086
Defined Benefit Pension Scheme: 0
Assets Other Assets: £529,746
Assets Total Liabilities: £9,307
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,987,525
Creditors One Year Total Current: 9307
Creditors Falling Due After One Year: 0
Assets Cash: £526,196
Funds Endowment: 50
Funds Unrestricted: 3987475
Funds Restricted: 0
Funds Total: 3987525
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cumbria
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 106
Classification Type: What
Classification Description: Overseas Aid/famine Relief

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

08 Official extract

Charity Event History

Charity Name: NORMAN WHITELEY TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-10-28T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 23 FEBRUARY 1963
Charitable Objects: GENERAL CHARITABLE PURPOSES.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Policy

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment

Policy Name: Risk management