SHEILA WHITLEY TRUST

Charity number: 253681
Charity reporting is up to date (67 days late)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £23,577
Total expenditure: £22,689

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Scotland

Governance

Registration history:
  • 11 September 1967: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • 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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PENELOPE ANN WHITLEY Chair
WHITLEY ANIMAL PROTECTION TRUST
Received: On time
EDWARD WHITLEY Trustee
WHITLEY ANIMAL PROTECTION TRUST
Received: On time
Vivien Thompson Trustee
WHITLEY ANIMAL PROTECTION TRUST
Received: On time
THE LADY PAGET HOMES
Received: 41 days late
THE MAURICE & VIVIEN THOMPSON CHARITABLE TRUST
Received: On time
JEREMY WHITLEY Trustee
WHITLEY ANIMAL PROTECTION TRUST
Received: On time
EDWARD JOHN WHITLEY OBE Trustee
WHITLEY ANIMAL PROTECTION TRUST
Received: On time
THE WHITLEY FUND FOR NATURE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £26.41k £22.78k £27.48k £22.58k £23.58k
Total expenditure £27.16k £26.21k £23.26k £25.05k £22.69k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 December 2023 06 January 2025 67 days late
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 05 December 2024 401 days late
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 31 October 2022 On Time
Accounts and TAR 31 December 2021 31 October 2022 On Time Download Open in new window
Annual return 31 December 2020 30 June 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 06 August 2020 On Time
Accounts and TAR 31 December 2019 06 August 2020 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.

TRUST DEED DATED 23RD AUGUST 1967 AS VARIED BY A SCHEME OF THE COMMISSIONERS DATED 19TH MARCH 1991.

Charitable objects

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).

Area of benefit

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

NOT DEFINED

Contact information

Address:
9
Corve Street
Ludlow
Shropshire
Phone:
01952641651
Email:
No information available
Website:

No information available