The Wheler Foundation

Registered charity 1011180 Registered since 1992

Operates: Kent, North Yorkshire

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.

trustees on the board

3y median 3y

average tenure

longest tenure

trustees past 6 years

5.8y

average years in governance

1 vs 1 portfolio

first-time trustees

company-linked trustees

Sector coverage

Education/training 3Environment/conservation/heritage 3General Charitable Purposes 3

Gaps to watch

Small board - little cover if a trustee leaves

Boards that share trustees

The Oundle School Foundation 1 shared trustee
The Fitzgerald Charitable Trust 1 shared trustee
The Rowland ST Oswald 1984 Charitable Settlement 1 shared trustee

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Related organisations

The Oundle School Foundation 1 shared trustee
The Fitzgerald Charitable Trust 1 shared trustee
The Rowland ST Oswald 1984 Charitable Settlement 1 shared trustee
RAW Workshop Similar size; both Environment
The Audrey Muriel Stratford Charitable Trust Similar size; both Environment
Stockport Plaza Trust Limited Similar size; both Environment

Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.

Contact

Website	www.whelerfoundation.co.uk
Email	hannah.burton@carterjonas.co.uk
Phone	01423707824
Address	CARTER JONAS, REGENT HOUSE, 13-15 ALBERT STREET, HARROGATE, HG1 1JX

Finances

£1,646,723 latest income

Year	Income	Spending
2021	£1,205,147	£5,292,687
2022	£1,170,353	£7,553,060
2023	£1,150,259	£7,287,669
2024	£1,307,447	£2,818,427
2025	£1,646,723	£1,548,465

What it does

What

General Charitable PurposesEducation/trainingEnvironment/conservation/heritageEconomic/community Development/employment

Who

Other Defined Groups

How

Makes Grants To IndividualsMakes Grants To Organisations

Charitable objects

1) SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.2) MAINTENANCE AND PRESERVATION OF LANDS OF HISTORIC, EDUCATIONAL, LANDSCAPE VALE OR NATURAL BEAUTY FOR THE BENEFIT OF THE PUBLIC WHETHER OR NOT EDUCATIONAL.3) MAINTENANCE AND PRESERVATION OF HISTORIC BUILDINGS AND WORKS OF ART FOR THE BENEFIT OF THE PUBLIC WHETHER OR NOT EDUCATIONAL.4) ENCOURAGEMENT AND ASSISTANCE TO AGRICULTURE, FORESTRY AND RURAL INDUSTRY FOR THE BENEFIT OF THE PUBLIC WHETHER OR NOT EDUCATIONAL.

Governing document: DECLARATION OF TRUST DATED 04/03/1992AS AMENDED ON 18/05/2012AS AMENDED BY DEED DATED 03 AUG 2016

Trustees (3)

3trustees

68median age

0aged 70+

Connected charities (3)

The Fitzgerald Charitable Trust 1 shared trustee
The Oundle School Foundation 1 shared trustee
The Rowland ST Oswald 1984 Charitable Settlement 1 shared trustee

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