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Registered charity · Hartlepool

The Wharton Trust

  • 5 trustees
  • Income £520k (2024)

Official record Charity Commission · updated 20th September 2026 · Sources

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Who leads it

Current trustees as listed by the Charity Commission, which does not publish previous trustees.

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About

What it does
Education/training, The Prevention Or Relief Of Poverty, Economic/community Development/employment
Where
Hartlepool
Website
www.whartontrust.org.uk (opens in a new tab)
Linked company
The Wharton Trust
Registered
1997

Income and spending

  • YearIncomeSpending
  • 2024£520k£425k
  • 2023£421k£338k
  • 2022£484k£307k
Earlier years
  • 2021£339k£301k
  • 2020£525k£267k

Income trend, 2020 to 2024.

Income source mix, 2022: Government grants 3%. From the charity's annual return.

Charitable objects

THE RELIEF OF POVERTY AND SICKNESS AND THE ADVANCEMENT OF EDUCATION AND THE PROMOTION OF ANY OTHER CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF DYKE HOUSE JACKSON AND STRANTON WARDS OF HARTLEPOOL.

Grants received

21 grants · £1,378,745 total

360Giving data, published by funders. Coverage only includes funders who publish their grants to 360Giving, so these figures are a floor, not a complete picture.

Top funders

Most recent

Board analysis for researchers

Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

5 trustees on the board

3.2y median 0y
average tenure
13y
longest tenure

Trustees past 6 years

7.7y
average years in governance

First-time vs portfolio trustees

First-time (5)

2
company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Economic/community Development/employment 5Education/training 5The Prevention Or Relief Of Poverty 5

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Education 2

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
2020
2021
2022
2023
2024
incomespending£520k latest income · income exceeded spending in 2023 and 2024
ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

26.4 months of spending held in free reserves · median for charities its size: 4.0 months · was 3.6 in 2020

8 from 10 in 2020
EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.
42 days
Latest accounts filed after the due dateiFiled after the due dateDate the accounts were received minus the reporting due date, latest filed cycle, Charity Commission register.
Qualified
Auditor's opinioniAuditor's opinionThe accounts_qualified flag on the latest filed annual return is True - the auditor qualified their opinion. A register flag, shown as filed.

Sources

Official record from the Charity Commission register for England and Wales. Governance Register calculates the connections.

Record details
Registered charity number
1059956
Status
Registered
Governing document
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 27 DECEMBER 1996.
Companies House
Company number 03296566 · Active
Contact on the register
01429866095 · info@whartontrust.org.uk
Edition
Register edition compiled 20th September 2026
Labels
Official record from the register · Calculated derived by Governance Register. Anything added by an organisation or person is labelled as provided by them.

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