the wheler foundation
Activities & Mission
The maintenance and preservation of lands and buildings of historic, educational or landscape value for the benefit of the public, whether or not educational. Encouragement or assistance to agriculture, forestry and rural industry for the benefit of the public, whether or not educational. The making of gifts or donations to charitable bodies where perceived to promote the objects of the Trust.
Fundraising
See where The Wheler Foundation is active and find local fundraising opportunities.
Local Authority
Financial Information
Latest Income
£1,307,447
Latest Expenditure
£2,818,427
Financial Efficiency
Program Ratio 197.7%
% of income going directly to charitable activities
Overall Efficiency 91.7%
% of expenditure going to programs (vs overhead)
Administrative Ratio 11.6%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £0
Charitable Activities £1,101,644
Other Trading £164,929
Investments £24,926
Other Income £15,948
Expenditure Categories
Charitable Expenditure £2,584,810
Raising Funds £233,617
Governance £93,296
Grants to Institutions £20,542
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £1,307,447 | £2,818,427 | £2,584,810 | £53,854,426 | £0 | 1 / 0 |
| 2023 | £1,150,259 | £7,287,669 | £7,286,890 | £51,371,052 | £0 | 2 / 0 |
| 2022 | £1,170,353 | £7,553,060 | £7,545,643 | £60,473,148 | £1,232,698 | 2 / 0 |
| 2021 | £1,205,147 | £5,292,687 | £5,277,364 | £61,053,073 | £2,435,117 | 2 / 0 |
| 2020 | £1,178,213 | £884,450 | £884,450 | £61,517,471 | £300,000 | 2 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
CARTER JONAS
REGENT HOUSE
13-15 ALBERT STREET
HARROGATE
HG1 1JX
REGENT HOUSE
13-15 ALBERT STREET
HARROGATE
HG1 1JX
Website
www.whelerfoundation.co.ukRegistration Date
6 July 1992
Status
Registered
Registry Information
Organisation Number
1011180
Charity Number
1011180
Trustees
Peter Fitzgerald
MR MARK GRANGER
Aysha Marley