Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

Large volunteers +3

Overall GiG Score: 3

THE WATERLOO ASSOCIATION

Promote interest and research into the Peninsular Wars and The Waterloo Campaign. Support Waterloo 200.Support an annual conference and relevant visit.Hold AGM (spring) and autumn meetings. At each meeting there is a relevant public lecture.Publish 3 journals/year containing original articles.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

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	Volun- teers
31/12/23		£43	£41	£2	n/a	n/a	n/a	n/a	n/a	20
31/12/22		£59	£31	£28	n/a	n/a	n/a	n/a	n/a	20
31/12/21		£28	£19	£9	n/a	n/a	n/a	n/a	n/a	5
31/12/20	*	£29	£18	£12	n/a	n/a	n/a	n/a	n/a	10
31/12/19		£27	£26	£1	n/a	n/a	n/a	n/a	n/a	600
31/12/18		£26	£33	£-8	£0	£0	£0	n/a	0	0
31/12/17		£18	£17	£2	£0	£0	£0	n/a	0	0
31/12/16		£16	£16	£-1	£0	£0	£0	n/a	0	0
31/12/15		£29	£31	£-3	£0	£0	£0	n/a	0	0
31/12/14		£18	£11	£6	£0	£0	£0	n/a	0	0
31/12/13		£16	£16	£0	£0	£0	£0	n/a	0	0
31/12/12		£10	£11	£-1	£0	£0	£0	n/a	0	0
31/12/11		£14	£14	£0	£0	£0	£0	n/a	0	0
31/12/10		£7	£6	£1	£0	£0	£0	n/a	0	0
31/12/09		£7	£6	£1	£0	£0	£0	n/a	0	0
31/12/08		£9	£7	£2	£0	£0	£0	n/a	0	0
31/12/07		£6	£7	£-1	£0	£0	£0	n/a	0	0
31/12/06		£7	£6	£1	£0	£0	£0	n/a	0	0
31/12/05		£8	£9	£-1	£0	£0	£0	n/a	0	0
31/12/04		£8	£8	£1	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 49 years

www.waterlooassociation.org.uk

battlewaterloo@hotmail.co.uk

07527126917

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Other charitable activities
Provides advocacy/advice/information
Provides other finance
Sponsors or undertakes research

Where it operates

Belgium, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
The General Public/Mankind

Who works here?

Unknown number of employees
20 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

MAJOR GENERAL SIR EVELYN WEBB-CARTER KCV (Chair)

JOHN PETER MOREWOOD Appointed: 2014

GARETH GLOVER Appointed: 2015, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL MINISTRY AREA OF WEST CARDIFF,

LADY CAROLINE JANE WELLESLEY, Other trusteeships: WATERLOO 200 LTD, MARIE COLVIN JOURNALISTS' NETWORK,

Legal constitution

Charity registered in England & Wales on 09/09/1975, number: 269938

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR20: 2 days late,

Main office

6 Rhiwderyn Close
CARDIFF
CF5 4TR

Objectives

A) TO PROMOTE PUBLIC EDUCATION AND APPRECIATION OF THE HISTORY OF THE WARS BETWEEN ENGLAND AND FRANCE AND KNOWN AS THE NAPOLEONIC WAR AND IN PARTICULAR FOR THE ADVANCMENT OF THE EDUCATION OF THE PUBLIC OF THE HISTORICAL SIGNIFICANCE OF THE CAMPAIGN OF 1815; B) TO PROMOTE PUBLIC EDUCATION BY THE PRESERVATION OF THE SITE OF THE BATTLE OF WATERLOO; C) SUCH OTHER CHARITABLE OBJECTS OR PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources