the wharton trust

The charity supports children and young people, elderly people, people with disabilities, and the general public. The Wharton Trust is a registered charity whose purpose is education and training. It delivers its work by providing buildings, facilities, or open space. The charity is based in Hartlepool and operates in Hartlepool.

This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

Operates in the Dyke House and Stranton Wards of Hartlepool providing a community library, computers and resources for the use of residentsHelps people back to work and/or work-based trainingHires rooms for delivery of education, informal and accredited training, physical activities, external agencies to offer on site help to residents.Promotes the wellbeing of the local residents

Fundraising

See where The Wharton Trust is active and find local fundraising opportunities.

Local Authority

Hartlepool

Financial Information

Latest Income

£420,817

Latest Expenditure

£338,459

Financial Efficiency

Program Ratio 50.9%

% of income going directly to charitable activities

Overall Efficiency 100.0%

% of expenditure going to programs (vs overhead)

Administrative Ratio 0.0%

Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £513,909

Charitable Activities £11,230

Other Trading £0

Investments £0

Other Income £0

Expenditure Categories

Charitable Expenditure £267,414

Raising Funds £0

Governance £0

Grants to Institutions £0

Other Expenditure £0

Financial Trend

Annual Returns

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2023	£420,817	£338,459				0 / 5
2022	£484,319	£307,310				0 / 5
2021	£339,064	£300,522				0 / 5
2020	£525,139	£267,414	£267,414	£738,765	£80,515	10 / 5
2019	£316,580	£273,291				0 / 7