Finance Score: -5

Governance Score: 9

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

WATES FOUNDATION

This is a grant making charity, you can view its grants here

The Wates Foundation is a generalist grant maker, supporting issues that reflect the Wates Families' broad range of philanthropic interests.All awards are sponsored personally by a Wates Family member from one of the three family grants committees. The area of benefit covers much of the southern half of England, reflecting areas where the Wates Family live.Applications are by invitation only.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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	£378	£451	£-73	n/a	n/a	n/a	n/a	n/a
31/12/21	£358	£430	£-73	n/a	n/a	n/a	n/a	n/a
31/12/20?	£209	£466	£-256	n/a	n/a	n/a	n/a	n/a
31/03/19	£497	£633	£-136	n/a	n/a	n/a	n/a	n/a
31/03/18	£649	£557	£92	£0	£18,882	£18,882	406.7	3
31/03/17	£568	£578	£-10	£0	£19,040	£19,040	395.3	3
31/03/16	£343	£625	£-282	£0	£0	£0	n/a	0
31/03/15	£301	£726	£-425	£0	£0	£0	n/a	0
31/03/14	£392	£1,018	£-626	£0	£0	£0	n/a	0
31/03/13	£493	£1,400	£-907	£0	£0	£0	n/a	0
31/03/12	£358	£2,308	£-1,950	£0	£0	£0	n/a	0
31/03/11	£247	£3,065	£-2,818	£0	£0	£0	n/a	0
31/03/10	£160	£3,460	£-3,301	£0	£0	£0	n/a	0
31/03/09	£425	£3,056	£-2,631	£0	£0	£0	n/a	0
31/03/08	£356	£2,985	£-2,629	£0	£0	£0	n/a	0
05/04/07	£570	£2,546	£-1,975	£9	£35,312	£0	n/a	2
05/04/06	£686	£2,261	£-1,575	£0	£0	£0	n/a	0
05/04/05	£1,365	£1,969	£-604	£0	£0	£0	n/a	0
05/04/04	£1,470	£1,667	£-197	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 58 years

www.watesfoundation.org.uk

director@watesfoundation.org.uk

01372861000

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
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
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-67

CHRISTIAN BRODIE (Chair) Appointed: 2021, Occupation: Retired

JONATHAN GILES MACARTNEY WATES Appointed: 2021, Occupation: Company Director

JASON ALEXANDER GORDON HEYNES Appointed: 2023, Occupation: Company Director, Other trusteeship: WATES FOUNDATION LIMITED,

NICHOLA ADAMS Appointed: 2019, Occupation: Ergonomist

VICTORIA TANNER Appointed: 2019, Occupation: Mother

LUKE ADAM WATES Appointed: 2019, Occupation: Chartered Surveyor, Other trusteeship: WATES FOUNDATION LIMITED,

Legal constitution

Charity registered in England & Wales on 10/05/1966, number: 247941
Registered at Companies House on 23/12/1981, number: 01605766

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

19 returns made; all on time

Main office

Wates Foundation
Wates House
Station Approach
LEATHERHEAD
Surrey
KT22 7SW

Objectives

THE TRUST FUND AND INCOME IS HELD BY THE TRUSTEE UPON TRUST TO APPLY THE SAME FOR OR TOWARDS SUCH CHARITABLE PURPOSES OR CHARITABLE ACTIVITIES AT SUCH TIME AND IN SUCH MANNER AS THE TRUSTEE SHALL IN ITS UNCONTROLLED DISCRETION DETERMINE.

Defined Area of Benefit:

NATIONAL AND FOREIGN.

Data Sources