the whiteley homes trust

The charity supports elderly people. The Whiteley Homes Trust is a registered charity whose purpose is the advancement of health or the saving of lives. It delivers its work by providing human resources. The charity is based in Walton On Thames and operates in Surrey.

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

Provision of housing and related services (including, extra-care, residential care and nursing care) to older people of limited means.

Fundraising

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

Local Authority

Surrey

Financial Information

Latest Income

£6,910,230

Latest Expenditure

£7,227,116

Financial Efficiency

Program Ratio 93.1%

% of income going directly to charitable activities

Overall Efficiency 89.0%

% of expenditure going to programs (vs overhead)

Administrative Ratio 0.9%

Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £23,763

Charitable Activities £5,565,050

Other Trading £967,773

Investments £213,714

Other Income £139,930

Expenditure Categories

Charitable Expenditure £6,435,425

Raising Funds £10,402

Governance £52,928

Grants to Institutions £52,928

Other Expenditure £781,289

Financial Trend

Annual Returns

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2024	£6,910,230	£7,227,116	£6,435,425	£38,470,188	£2,466,509	76 / 107
2023	£7,958,634	£12,444,507	£7,760,471	£39,272,213	£2,029,126	98 / 639
2022	£8,809,631	£9,005,981	£8,357,867	£43,343,412	£1,364,563	104 / 20
2021	£8,692,683	£8,937,583	£8,347,461	£44,106,470	£1,534,845	173 / 205
2020	£8,607,238	£12,772,631	£9,389,346	£43,168,035	£43,168,035	169 / 192