Finance Score: -2

Governance Score: -1

Support Score: 6

Strong growth: +2
Multiple Deficits: -2
Fundraising costs high: -2

12+ Trustees: -1

Grant maker support: +6

Overall GiG Score: 3

THE CHARLIE WALLER TRUST

CWMT gives free mental health training to schools, reaching thousands of pupils, teachers and parents. It also provides training to universities, workplaces, GPs and nurses, encouraging those who may be depressed to seek help. It raises awareness of depression and other mental health issues, particularly among young people, helping them take care of their emotional wellbeing and fighting stigma.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

On several occasions in recent years income has been less than spending
Fundraising costs are high relative to funds raised

Established: 19 years

www.charliewaller.org

admin@charliewaller.org

01635869754

Charity Commission for England and Wales

Tweets

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
31/12/22	£1,971	£2,121	£-149	£385	£1,938	£1,906	10.8	16	58
31/12/21	£1,414	£1,618	£-204	£295	£2,189	£2,156	16	13	51
31/12/20	£1,351	£1,242	£109	£202	£2,313	£2,246	21.7	11	43
31/12/19	£1,347	£1,109	£237	£171	£2,185	£2,075	22.4	9	131
31/12/18	£1,333	£991	£342	£145	£1,771	£1,771	21.4	7	120
31/12/17	£1,162	£1,119	£42	£101	£1,465	£1,465	15.7	6	0
31/12/16	£1,154	£1,173	£-20	£117	£1,376	£1,376	14.1	5	0
31/12/15	£713	£540	£173	£122	£1,339	£1,339	29.7	3	0
31/12/14	£577	£409	£168	£103	£1,186	£1,181	34.6	3	0
31/12/13	£515	£377	£138	£101	£1,003	£1,003	32	3	0
31/12/12	£354	£615	£-262	£0	£0	£0	n/a	0	0
31/12/11	£365	£382	£-17	£0	£0	£0	n/a	0	0
31/12/10	£311	£376	£-65	£0	£0	£0	n/a	0	0
31/12/09	£403	£339	£64	£0	£0	£0	n/a	0	0
31/12/08	£540	£381	£159	£136	£826	£826	26	2	0
31/12/07	£317	£546	£-230	£0	£0	£0	n/a	0	0
31/12/06	£319	£238	£80	£0	£0	£0	n/a	0	0
31/12/05	£104	£59	£45	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 25%
Fundraising Costs/Total Spending: 18.3%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 26%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 10.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.1

Asset Split ?

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

16 employees
58 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

CHK Foundation	£100,000
The Foyle Foundation	£40,000
The Aim Foundation	£1,000
CareTech foundation	£385

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Learning (MGS)
£15,000	10/07/2023	towards Mental Health Book Club to support young people’s wellbeing
The Aim Foundation - Grant to The Charlie Waller Trust
£1,000	25/05/2022	Boo's Ball - to help those struggling with mental health and prevention
CareTech foundation - Match Funding Grant
£160	10/03/2021	Match funding Grant awarded to registered charity in the UK to support the applicant's fundraising efforts
CareTech foundation - Match Funding Grant
£225	10/03/2021	Match funding Grant awarded to registered charity in the UK to support the applicant's fundraising efforts
The Foyle Foundation - Learning
£15,000	24/11/2020	towards Mental Health Book Club resource to support young people's wellbeing
CHK Foundation - CHK Main Grant
£50,000	09/09/2020	to support specified work
CHK Foundation - CHK Main Grant
£50,000	04/12/2019	to support specified work
The Foyle Foundation - Learning (MGS)
£10,000	20/09/2019	towards the Charlie Waller Memorial Trust Book Club during 2020
Wates Family Enterprise Trust - Charlie Waller Memorial Trust-
£2,500	25/06/2018	A contribution towards the cost of a print run for two new resources - "Coping with Self-Harm" and "Coping with Low Mood".
The Leathersellers' Company Charitable Fund - Grant to The Charlie Waller Memorial Trust
£20,000	12/10/2017	Main Grant unrestricted core costs

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-80

DONNA COLBOURNE Appointed: 2022, Occupation: Marketing Manager

DR MINA FIZEL Appointed: 2019

KATIE ANNE TAIT Appointed: 2021, Occupation: Charity Communications Director

CHARLES PATRICK ST JOHN LYTLE Appointed: 2006, Occupation: Investment Banker

DR NICHOLAS IRWIN BROUGHTON Appointed: 2014, Occupation: Chief Executive

JAMES DAVID GEORGE MURRAY Appointed: 2019, Occupation: Entrepreneur

JULIAN BRINSLEY NORMAN HAY Appointed: 2020, Occupation: Director

MARK DURDEN-SMITH Appointed: 2008, Occupation: Broadcaster

MICHAEL COLQUHOUN COLE-FONTAYN Appointed: 2015, Occupation: Banker

PHILIP GEORGE WALLER Appointed: 2013, Occupation: Barrister At Law

RICHARD BEAUMONT WALLER (Chair) Appointed: 2005, Occupation: Barrister At Law

WILLIAM PATRICK DE LASZLO Appointed: 2015, Other trusteeships: THE DE LASZLO FOUNDATION, THE AMLLP FOUNDATION,

GEORGE CHARLES ROBIN BOOTH Appointed: 2013, Occupation: Chartered Accountant, Other trusteeship: THE CORDWAINERS EDUCATIONAL AND TRAINING CHARITABLE TRUST COMPANY,

IAIN GARY WEATHERBY Appointed: 2013, Occupation: Writer, Other trusteeship: KNIGHTON HOUSE SCHOOL LIMITED,

Legal constitution

Charitable company registered in England & Wales on 13/06/2005, number: 1109984
Registered at Companies House on 10/05/2005, number: 05447902

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; all on time

Recent reorganisation events:

Asset transfer in from HAMPSTEAD COUNSELLING SERVICE on 12/05/2021

Main office

First Floor, Unit 23
Kingfisher Court
NEWBURY
Berkshire
RG14 5SJ

Objectives

(A) TO PROTECT AND PRESERVE PUBLIC HEALTH AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING):(I) TO EDUCATE THE PUBLIC (PARTICULARLY YOUNG PEOPLE) ON THE IMPORTANCE OF MAINTAINING AND IMPROVING THEIR MENTAL HEALTH; AND(II) TO ENSURE THAT SUFFERERS OF DEPRESSION, ANXIETY AND ANY OTHER FORM OF MENTAL ILL-HEALTH RECEIVE TREATMENT FOR THEIR ILLNESS,(B) TO EDUCATE THE PUBLIC IN RELATION TO DEPRESSION, ANXIETY AND ANY OTHER FORM OFMENTAL ILL-HEALTH TO LESSEN THE STIGMA ASSOCIATED WITH THEM; AND(C) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED.

Data Sources