CHARITY OF SIR THOMAS WHITE, WARWICK

Charity number: 1073331
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity provides interest-free loans for young people establishing a business in Warwick and also to young people who or whose parents are ordinarily resident in the Town of Warwick by making interest-free loans towards the cost of them undertaking tertiary education courses. Age restriction for both Business and Student loans can be seen on the Charity's web-site.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £313,141
Total expenditure: £306,448

People

6 Trustee(s)

Employees with total benefits over £60,000

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

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

What the charity does:
  • Education/training
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Other Finance
  • Provides Advocacy/advice/information
Where the charity operates:
  • Warwickshire

Governance

Registration history:
  • 15 January 1999: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Trustee conflicts of interest 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DAVID BENNETT STEVENS Chair 13 March 2008
OLD WARWICKIAN TRUST
Received: 10 days late
THE KINGSLEY SCHOOL
Charity reporting is overdue by 310 days
Simon James Ridley Hogg Trustee 14 June 2023
None on record
Adrian Francis Keeling KC Trustee 10 January 2020
WARWICK INDEPENDENT SCHOOLS FOUNDATION
Received: On time
WARWICK SCHOOLS FOUNDATION TRUST
Received: On time
Elizabeth Angela Thornton Trustee 19 June 2018
None on record
REBECCA SALLY FALL Trustee 14 November 2012
None on record
ANITA WHITE Trustee 21 October 2012
THE CHARITY OF THOMAS OKEN AND NICHOLAS EYFFLER
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 £260.68k £266.79k £271.51k £284.75k £313.14k
Total expenditure £256.66k £263.22k £267.52k £281.85k £306.45k
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 25 July 2024 On Time
Accounts and TAR 31 December 2023 25 July 2024 On Time Download Open in new window
Annual return 31 December 2022 22 June 2023 On Time
Accounts and TAR 31 December 2022 22 June 2023 On Time Download Open in new window
Annual return 31 December 2021 26 July 2022 On Time
Accounts and TAR 31 December 2021 26 July 2022 On Time Download Open in new window
Annual return 31 December 2020 07 September 2021 On Time
Accounts and TAR 31 December 2020 07 September 2021 On Time Download Open in new window
Annual return 31 December 2019 15 September 2020 On Time
Accounts and TAR 31 December 2019 15 September 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.

SCHEME 10 JANUARY 2001

Charitable objects

TO ASSIST PERSONS IN NEED UNDER 35, BY MAKING INTEREST FREE LOANS WHICH WILL ESTABLISH THEM IN BUSINESS OR ASSIST THEM TO CONTINUE THEIR BUSINESS IN THE TOWN OF WARWICK; AND PERSONS IN NEED UNDER 35 WHOM OR WHOSE PARENTS ARE ORDINARILY RESIDENT IN THE TOWN OF WARWICK BY MAKING INTEREST FREE LOANS TOWARDS THE COST TO THEM OF UNDERTAKING FURTHER EDUCATION OR VOCATIONAL TRAINING.

Area of benefit

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

WARWICK

Contact information

Address:
12 HIGH STREET
WARWICK
CV34 4AP
Phone:
01926350555
Email:
connect@sirthomaswhite.org.uk
Website:

www.sirthomaswhite.org.uk Open in new window