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home >> charity search >> wates family enterprise trust
Finance Score: 0
Governance Score: 0
Support Score: 3
    • Good trustee age range: +3
    • All male board: -3
    • Gov Income
    • Grant maker support: +3
    Overall GiG Score: 3 ?

    WATES FAMILY ENTERPRISE TRUST 

    This is a grant making charity, you can view its grants here
    Wates Family Enterprise Trust was set up in 2008 to support initiatives that make a real difference to society. It forms a vital part of the Wates Family's commitment to being engaged stewards of a business that combines wealth creation with social responsibility. All the proposals for awards come from the Wates Family and employees, as a result we are unable to accept applications for funding.
    Analysis by Giving is Great

    Positives:

    • The charity has received Government grants
    • There have been no material income shortfalls in recent years
    • The Board appears to be well diversified in terms of age

    Regulatory & Governance issues to consider:

    • This charity is not recognised by HMRC for Gift Aid according to its latest published return
    • The Board is completely male
    miles

    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£1,502£1,165£337£0£816£8168.430
    31/12/21£826£683£142£0£478£4788.430
    31/12/20£832£688£144£0£336£3365.930
    31/12/19£1,502£1,054£448£0£193£1932.230
    31/12/18£1,501£1,550£-50£0£-255£-255-240
    31/12/17£1,250£1,161£89£0£-206£-206-2.130
    31/12/16£1,101£1,131£-31£0£-295£-295-3.130
    31/12/15£1,001£1,176£-175£9£-264£-264-2.720
    31/12/14£1,010£903£107£9£-90£-90-1.230
    31/12/13£1,318£832£486£12£-196£-196-2.830
    31/12/12£1,053£1,605£-551£10£-683£-683-5.130
    31/12/11£1,424£1,069£355£7£-131£-131-1.530
    31/12/10£1,212£1,266£-54£8£-486£-488-4.630
    31/12/09£1,642£2,074£-432£7£-432£-432-2.530
    Show more rows -->

    Download accounts
    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Senior Staff Costs/Total Spending: 10%
    Highest pay band: £90,000-£100,000
    Liabilities/Assets: 35%
    Liabilities/Income: 29%
    Unrestricted Funds/Total Funds: 100%
    Reserves/Spending: 8.4 months
    Net Current Assets/Spending: 8 months
    Quick Ratio: 1.1
    Asset Split ?
    Established: 16 years

    watesgiving.org.uk

    director@watesfoundation.org.uk

    01372861250

    Charity Commission for England and WalesCompanies House
    UN SDGs
    ?
    Listed activities
    • Accommodation/Housing
    • Amateur Sport
    • Armed Forces/Emergency Service Efficiency
    • Arts/Culture/Heritage/Science
    • Disability
    • Economic/Community Development/Employment
    • Education/Training
    • Environment/Conservation/Heritage
    • General Charitable Purposes
    • Recreation
    • The Advancement Of Health Or Saving Of Lives
    GiG Classification
    • Grant-making foundations
    How it operates
    • Makes Grants to Organisations
    • Other charitable activities
    • Provides other finance
    • Sponsors or undertakes research
    Where it operates
    • Scotland, Throughout England And Wales,
    Who it helps
    • Children/Young People
    • Elderly/Old People
    • Other Charities Or Voluntary Bodies
    • Other Defined Groups
    • People With Disabilities
    • The General Public/Mankind
    Who works here?
    • 3 employees

    Who's supporting them? ?

    We have no records of donations from grant makers.

    How is it governed?

    Trustees (8)
    Current Trustees appointed
    Gender Split

    Age Range of Trustees: 37-86
    • ANDY WATES Appointed: 2008, Occupation: Chartered Surveyor
    Legal constitution
    • Charitable company registered in England & Wales on 23/09/2008, number: 1126007
    • Registered at Companies House on 16/07/2008, number: 06648896
    Gift Aid
    • NOT registered with HMRC for Gift Aid
    Policies in force
    • Complaints handling
    • Conflicting interests
    • Investment
    • Paying staff
    • Risk management
    • Safeguarding vulnerable beneficiaries
    Filing Record
    14 returns made; all on time
    Main office

    Wates Family Charities
    Wates House
    Station Approach
    LEATHERHEAD
    KT22 7SW

    Objectives

    TO FURTHER SUCH CHARITABLE PURPOSE OR PURPOSES FOR THE PUBLIC BENEFIT AS THE DIRECTORS IN THEIR ABSOLUTE DISCRETION SHALL THINK FIT

    Defined Area of Benefit:

    UNDEFINED. IN PRACTICE, NATIONAL.

    Data Sources

    Charity Commission for England and Wales
    CharityBase
    Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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