Finance Score: 2
Governance Score: -1
Support Score: 4
  • Volatile income: -3
  • Future income +5
  • No PartB
  • Only 4 Trustees: -1
  • Overall weighted support: +4
Overall GiG Score: 5 ?

THE WEALD FOUNDATION

The main purpose of the charity is to educate the public in the history of historic military vehicles, primarily concerning the Second World War, and to preserve and restore and maintain historic military vehicles and related equipment.
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker and there are significant future grants due to be received

Regulatory & Governance issues to consider:

  • Why are there only 4 trustees?

Financial issues to consider:

  • Income has been volatile recently
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/01/23£117£98£18n/an/an/an/an/an/a
31/01/22£199£199£0n/an/an/an/an/an/a
31/01/21£40£110£-70n/an/an/an/an/an/a
31/01/20£210£138£71n/an/an/an/an/an/a
31/01/19£116£73£42n/an/an/an/an/an/a
31/01/18£81£92£-10n/an/an/an/an/an/a
31/01/17£35£73£-38n/an/an/an/an/an/a
31/01/16£39£78£-39n/an/an/an/an/an/a
31/01/15£154£89£65n/an/an/an/an/an/a
31/01/14£197£83£114n/an/an/an/an/an/a
31/01/13£114£92£22n/an/an/an/an/an/a
31/01/12£238£169£69n/an/an/an/an/an/a
31/01/11£339£166£173n/an/an/an/an/an/a
31/01/10£238£154£85n/an/an/an/an/an/a
31/01/09£272£172£100n/an/an/an/an/an/a
31/01/08£272£172£100n/an/an/an/an/an/a
31/01/07£351£237£115n/an/an/an/an/an/a
31/01/06£237£145£92n/an/an/an/an/an/a
31/01/05£379£92£287n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 21 years

www.wealdfoundation.org

Howard.Dellar@lbmw.com

02072225381

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
National Lottery Heritage Fund - Grant to The Weald Foundation
£117,887 08/03/2023
Military Heritage - Sustainable Skills for Life

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Age Range of Trustees: 59-81
  • CHARLOTTE REBECCA WETTON Appointed: 2022, Occupation: Self Employed
  • GUY ANTHONY PORTELLI Appointed: 2020, Occupation: Sculptor
  • HILARY LOUIS DOYLE Appointed: 2005, Occupation: Consultant
  • RICHARD UDOVENYA Appointed: 2017, Occupation: Lawyer
Legal constitution
  • Charitable company registered in England & Wales on 03/09/2003, number: 1099261
  • Registered at Companies House on 24/01/2003, number: 04646919
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
19 returns made; all on time
Main office

Lee Bolton Monier Williams
1 The Sanctuary
LONDON
SW1P 3JT

Objectives

SUCH PURPOSES AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AND IN PARTICULAR A) TO EDUCATED THE PUBLIC IN THE HISTORY OF HISTORIC MILITARY VEHICLES PRIMARILY CONCERNING THE SECOND WORLD WAR B) TO PRESERVE AND RESTORE AND MAINTAIN HISTORIC MILITARY VEHICLES AND RELATED EQUIPMENT

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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