Finance Score: -2

Governance Score: -8

Support Score: 0

Multiple Deficits: -2
No PartB

Narrow trustee age band: -2
Very static board: -5
Mainly male board: -1

No supporters identified

Overall GiG Score: -10

THE WAVERTREE EDUCATION TRUST LIMITED

The charity, based on the site of the National Stud in Newmarket supports educational courses for those interested in pursuing a career in the equine industry. It also enables, through the medium of grant aid, public visits at the stud allowing the public to be educated in horse husbandry.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board composition appears to be very static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22		£491	£478	£12	n/a	n/a	n/a	n/a	n/a
31/12/21		£448	£473	£-24	n/a	n/a	n/a	n/a	n/a
31/12/20		£516	£470	£46	£0	£365	£60	1.5	0
31/12/19		£425	£516	£-91	n/a	n/a	n/a	n/a	n/a
31/12/18		£461	£519	£-58	£0	£0	£0	n/a	0
31/12/17		£364	£504	£-140	£0	£0	£0	n/a	0
31/12/16		£445	£342	£103	£0	£0	£0	n/a	0
31/12/15		£293	£377	£-84	£0	£0	£0	n/a	0
31/12/14		£304	£399	£-95	£0	£0	£0	n/a	0
31/12/13		£412	£370	£42	£0	£0	£0	n/a	0
31/12/12		£402	£358	£44	£0	£0	£0	n/a	0
31/12/11		£298	£351	£-53	£0	£0	£0	n/a	0
31/12/10		£495	£1,171	£-676	£0	£0	£0	n/a	0
31/12/09		£291	£913	£-622	£0	£0	£0	n/a	0
31/12/08		£1,201	£311	£890	£11	£1,949	£40	1.6	0
31/12/07		£74	£51	£22	£0	£0	£0	n/a	0
31/12/06	*	£41	£3	£38	£0	£0	£0	n/a	0

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Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 19 years

www.wavertreetrust.org.uk

richard.attwell@thejockeyclub.co.uk

01638675925

Charity Commission for England and Wales

Listed activities

Animals
Education/Training
General Charitable Purposes

GiG Classification

Technical, vocational and continuing education

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-76

BRIAN CHANDLER Appointed: 2005, Occupation: Accountant

FIONA CATHERINE DOWDING Appointed: 2016, Occupation: Studying For Masters Degree

NICHOLAS WINGFIELD-DIGBY Appointed: 2016, Occupation: Veterinary Surgeon

WILLIAM HENRY SPORBORG Appointed: 2016, Occupation: Director, Other trusteeship: SIR JULES THORN CHARITABLE TRUST,

RICHARD HAMILTON FLEETWOOD FULLER (Chair) Appointed: 2005, Occupation: Brewer, Other trusteeships: SMITH CHARITABLE TRUST, AUDREY EARLE CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 21/10/2005, number: 1111771
Registered at Companies House on 21/02/2005, number: 05370950

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests

Filing Record

17 returns made; AR06: 109 days late,

Recent reorganisation events:

Asset transfer in from TIM DUNLOP MEMORIAL TRAVELLING SCHOLARSHIP on 18/12/2020

Main office

The National Stud
Newmarket
CB8 0XE

Objectives

3.1.1 THE ADVANCEMENT OF EDUCATION AND TRAINING OF PERSONS ESPECIALLY THE YOUNGTO PREPARE THEM FOR TRADES AND OCCUPATIONS IN THE EQUINE INDUSTRY AND, INPARTICULAR THE BREEDING OF HORSES AND THEREBY ADVANCE THEM IN LIFE; AND/OR3.1.2 THE ADVANCEMENT OF EDUCATION THROUGH PUBLIC ACCESS TO THE EDUCATIONALFACILITIES OFFERED BY THE NATIONAL STUD LIMITED (OR SUCH OTHER ORGANISATIONPROVIDING SIMILAR EDUCATIONAL FACILITIES) INCLUDING BUT NOT LIMITED TO A VISITORSEDUCATION CENTRE WHERE THE PUBLIC CAN LEARN ABOUT HORSE HUSBANDRY AND INPARTICULAR, THE BREEDING OF HORSES AND TO PROMOTE THROUGH EDUCATION,HUMANITY AND MORALITY AMONG THE PUBLIC IN THE CARE AND CONSIDERATION OFHORSES; AND/OR3.1.3 TO PROMOTE AND ENCOURAGE RESEARCH INTO THE BREEDING USE AND MANAGEMENTOF THOROUGHBRED AND NON-THOROUGHBRED HORSES AND FACILITATE THE ACQUISITIONAND DISTRIBUTION OF SUCH KNOWLEDGE; AND/OR3.1.4 SUCH OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY CONSISTENT WITHAND COMPLEMENTARY TO THE OBJECTS ABOVE AS THE TRUSTEES SHALL IN THEIRABSOLUTE DISCRETION DETERMINE (THE 'OBJECTS').

Defined Area of Benefit:

NATIONAL

Data Sources