THE WHITLINGHAM CHARITABLE TRUST

Charity number: 802711
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Manage and conserve Whitlingham Country Park for the recreation and enjoyment of members of the public who wish to enjoy it's amenities for quiet and peaceful pursuits in a rural environment.

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£1,024,889

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Donations and legacies £20.45k
Charitable activities £16.96k
Other trading activities £942.40k
Investments £43.19k
Other £1.89k

Total expenditure:
£946,355

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Raising funds £132.70k
Charitable activities £813.65k
Other £0

-£75,193 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £132.70k
Charitable expenditure £813.65k
Retained for future use £78.53k

People

23 Employee(s)

8 Trustee(s)

30 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Amateur Sport
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Norfolk

Governance

Registration history:
  • 22 January 1990: Standard registration
Organisation type:
Charitable company
Other names:
  • WHITLINGHAM CHARITABLE TRUST (Working name)
Company number:
02222950 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
NIGEL SAVORY DL Chair 01 April 2022
MUSIC IN COUNTRY CHURCHES
Received: On time
Matthew Anthony Wilson Bradbury Trustee 03 August 2023
THE NATIONAL LITERACY TRUST
Received: On time
THE MALCOLM BRADBURY TRUST CIO
Received: On time
METAL CULTURE LIMITED
Received: On time
NATURAL CAMBRIDGESHIRE
Received: On time
THE CENTRE FOR LITERACY IN PRIMARY EDUCATION
Received: On time
PETERBOROUGH CATHEDRAL DEVELOPMENT AND PRESERVATION TRUST CIO
Received: On time
Tracey Brown Trustee 03 August 2023
None on record
David Diggens Trustee 03 August 2023
None on record
Christopher Penn Trustee 20 March 2019
None on record
Robert Hutton Trustee 21 September 2016
None on record
MICHAEL FALCON Trustee 19 September 2013
None on record
JAMES RUSSELL COLMAN Trustee
THE TIMOTHY COLMAN CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £289.76k £419.67k £474.17k £480.69k £1.02m
Total expenditure £268.38k £323.81k £391.84k £323.17k £946.36k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £100.00k N/A N/A
Income - Donations and legacies N/A N/A N/A N/A £20.45k
Income - Other trading activities N/A N/A N/A N/A £942.40k
Income - Charitable activities N/A N/A N/A N/A £16.96k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £43.19k
Income - Other N/A N/A N/A N/A £1.89k
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £813.65k
Expenditure - Raising funds N/A N/A N/A N/A £132.70k
Expenditure - Governance N/A N/A N/A N/A £0
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £980
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets N/A N/A N/A N/A £877.27k
Long-term investments N/A N/A N/A N/A £1.17m
Other assets N/A N/A N/A N/A £673.18k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £134.42k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2025 13 January 2026 On time
Accounts and TAR 31 March 2025 13 January 2026 On time Download Open in new window
Annual return 31 March 2024 10 January 2025 On time
Accounts and TAR 31 March 2024 10 January 2025 On time Download Open in new window
Annual return 31 March 2023 19 January 2024 On time
Accounts and TAR 31 March 2023 19 January 2024 On time Download Open in new window
Annual return 31 March 2022 30 January 2023 On time
Accounts and TAR 31 March 2022 30 January 2023 On time Download Open in new window
Annual return 31 March 2021 07 December 2021 On time
Accounts and TAR 31 March 2021 17 January 2022 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 19TH FEBRUARY 1988 AND AMENDED BY RESOLUTION INCORPORATED 17TH JANUARY 1990 AND 20TH JANUARY 2004 AND 27 SEPTEMBER 2004

Charitable objects

(I) TO ACQUIRE AND MAINTAIN FOR THE PUBLIC BENEFIT LAND IN THE PARISHES OF TROWSE-WITH-NEWTON THORPE ST ANDREW AND KIRBY BEDON PARTICULARLY TROWSE MARCH AND THE SURROUNDING AREA (WHETHER BY ACQUISITION OF A FREEHOLD OR LEASEHOLD INTEREST IN SUCH LAND) AND TO CONSERVE AND MAKE THE SAME AVAILABLE AS A COUNTRY PARK FOR THE RECREATION AND ENJOYMENT OF MEMBERS OF THE PUBLIC WHO WISH TO ENJOY ITS AMENITIES FOR QUIET AND PEACEFUL PURSUITS IN A RURAL ENVIRONMENT; AND (II) THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND OF RELIGION, AND SUCH PURPOSES FOR THE BENEFIT OF THE COMMUNITY AS SHALL BE EXCLUSIVELY CHARITABLE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
The Workshop
Whitlingham Lane
Trowse Newton
Norwich
Norfolk
NR14 8TR
Phone:
01603615508
Email:
GHewitt.HK@outlook.com
Website:

www.whitlinghamcharitabletrust.com Open in new window