Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

WATERBERG WELFARE SOCIETY TRUST

The Waterberg Trust supports individuals and organisations in the Waterberg SA via a range of healthcare, education, welfare, conservation and general charitable projects, in order to uplift the people and place of the Waterberg.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	£54	£52	£1	n/a	n/a	n/a	n/a	n/a
31/03/22	£17	£12	£5	n/a	n/a	n/a	n/a	n/a
31/03/21	£26	£52	£-26	n/a	n/a	n/a	n/a	n/a
31/03/20	£31	£22	£10	n/a	n/a	n/a	n/a	n/a
31/03/19	£58	£63	£-5	n/a	n/a	n/a	n/a	n/a
31/03/18	£75	£97	£-22	£0	£0	£0	n/a	0
31/03/17	£46	£45	£1	£0	£0	£0	n/a	0
31/03/16	£88	£63	£25	£0	£0	£0	n/a	0
31/03/15	£138	£103	£35	£0	£0	£0	n/a	0
31/03/14?	£183	£172	£11	£0	£0	£0	n/a	0
28/02/13	£254	£253	£1	£0	£0	£0	n/a	0
29/02/12	£118	£116	£3	£0	£0	£0	n/a	0
28/02/11	£128	£120	£8	£0	£0	£0	n/a	0
28/02/10	£111	£121	£-9	£0	£0	£0	n/a	0
28/02/09	£73	£85	£-12	£0	£0	£0	n/a	0
28/02/08	£145	£116	£29	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 18 years

www.waterbergwelfaresocietytrust.com

wwst@thetrustpartnership.com

01285841900

Charity Commission for England and Wales

Listed activities

Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

South Africa,

Who it helps

Other Defined Groups

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: 55-77

BARRY WILLIAM BURLES Appointed: 2006, Occupation: Businessman

ELAINE MARIA FRANKLIN Appointed: 2011, Occupation: Marketing Consultant

JANE ELIZABETH WHITBREAD Appointed: 2006, Occupation: Married Woman, Other trusteeships: MRS JANE CART'S TRUST, SOUTHILL ALMSHOUSE CHARITY, THE ROWNEY TRUST, SCHOOLREADERS,

WILHELMINA LOUDON-BARNAART, Occupation: Married Woman

WILLIAM ORME Appointed: 2021, Occupation: Engineer

Legal constitution

Charitable company registered in England & Wales on 30/08/2006, number: 1115964
Registered at Companies House on 10/08/2006, number: 05902240

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

16 returns made; all on time

Main office

6 TRULL FARM BUILDINGS
TRULL
TETBURY
GL8 8SQ

Objectives

A) THE FURTHERANCE OF CHARITABLE PURPOSES WHICH, IN THE REPUBLIC OF SOUTH AFRICA, PROMOTE THE WELFARE OF THOSE INFECTED WITH HIV/AIDS AND OF THOSE DEPENDENT ON THEM AND THE WIDOWS, CHILDREN AND OTHER DEPENDENTS OF PERSONS WHO HAVE DIED FROM THE CONSEQUENCES OF SUCH INFECTION, OR WHICH PROMOTE EDUCATION AND OTHER WORK AIMED TO PREVENT THE SPREAD OF HIC/AIDS AND; B) TO SUPPORT ORGANISATIONS OR INDIVIDUALS PROMOTING THE WELFARE OF THE PEOPLE OF THE WATERBERG AND; C) GENERAL CHARITABLE PURPOSES IN THE WATERBERG.

Defined Area of Benefit:

VAALWATER, LIMPOPO PROVINCE, SOUTH AFRICA

Data Sources