Finance Score: -6

Governance Score: 6

Support Score: 3

Multiple Deficits: -2
Fundraising costs high: -4

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

Overall weighted support: +3

Overall GiG Score: 3

WAVERLEY ABBEY TRUST

Waverley Abbey Trust seeks to achieve its goal of the advancement of the Christian faith, by providing biblically based solutions to every day life and relationships through its teaching, training and publishing programmes in the UK and overseas.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23	£2,920	£3,859	£-939	£1,018	£2,010	£1,854	5.8	75	9
31/08/22	£4,529	£3,529	£1,000	£816	£2,949	£2,745	9.3	68	1
31/08/21	£2,958	£3,535	£-577	£484	£1,949	£1,692	5.7	60	0
31/08/20	£2,730	£3,408	£-677	£361	£2,522	£2,291	8.1	64	0
31/08/19	£3,162	£3,307	£-146	£334	£3,200	£2,995	10.9	67	0
31/08/18	£3,075	£3,415	£-340	£356	£3,346	£3,164	11.1	51	0
31/08/17	£3,620	£3,602	£18	£373	£2,653	£2,512	8.4	65	0
31/08/16	£3,504	£3,622	£-118	£421	£2,614	£2,495	8.3	73	0
31/08/15	£3,404	£3,653	£-249	£780	£2,770	£2,554	8.4	62	0
31/08/14?	£2,043	£2,348	£-305	£412	£2,934	£2,875	14.7	72	0
31/12/13	£3,399	£3,597	£-198	£820	£3,239	£3,115	10.4	63	0
31/12/12	£3,908	£3,677	£231	£719	£3,437	£3,309	10.8	65	0
31/12/11	£3,333	£3,323	£10	£346	£3,206	£2,798	10.1	54	0
31/12/10	£3,216	£3,166	£50	£316	£3,170	£2,893	11	53	0
31/12/09	£3,219	£3,197	£22	£315	£3,120	£2,834	10.6	66	0
31/12/08	£3,323	£3,484	£-162	£454	£3,153	£2,910	10	54	0
31/12/07	£3,544	£3,544	£0	£422	£3,315	£3,029	10.3	58	0
31/12/06	£3,796	£3,193	£603	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£3,204	£2,975	£229	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£3,203	£2,991	£212	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 39.6%
Fundraising Costs/Total Spending: 27.7%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 58%
Liabilities/Income: 94%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 5.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.5

Asset Split ?

Balance Sheet History

Established: 38 years

www.waverleyabbeytrust.org

mail@waverleyabbey.org

01252784700

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Religious Activities

GiG Classification

Christian congregations

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Throughout England And Wales,

Who it helps

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

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Joseph Rank Trust - The Waverley Abbey Trust
£250,000	13/10/2023	To fund the Abbey's outreach programmes

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 48-75

CHRISTOPHER KUCHANNY Appointed: 2022, Occupation: Impact Investor And Philanthropist

FERGAL ROCHE Appointed: 2021, Occupation: Managing Director

JANI RUBERY Appointed: 2021, Occupation: Occupational Psychologist

KENNETH COSTA Appointed: 2022, Occupation: Merchant Banker

PETER GREIG Appointed: 2022, Occupation: Pastor

ROBERT JAMES PEET Appointed: 2019, Occupation: Director In Nhs

SIMON HICKMAN Appointed: 2021, Occupation: Insurance Broker

Legal constitution

Charitable company registered in England & Wales on 10/06/1986, number: 294387
Registered at Companies House on 17/02/1986, number: 01990308

Gift Aid

Registered with HMRC for Gift Aid

Event History

01/03/2016 - Asset transfer in from THE PILGRIM HALL CHRISTIAN TRUST
01/11/2021 - Asset transfer in from EBENEZER FAMILY TRUST
09/03/2023 - Asset transfer in from THE STAPLEFORD CENTRE

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
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; all on time

Recent reorganisation events:

Asset transfer in from EBENEZER FAMILY TRUST on 01/11/2021
Asset transfer in from THE STAPLEFORD CENTRE on 09/03/2023

Main office

WAVERLEY ABBEY HOUSE
WAVERLEY LANE
FARNHAM
SURREY
GU9 8EP

Objectives

(A) THE ADVANCEMENT OF THE CHRISTIAN FAITH WORLDWIDE(B) THE ADVANCEMENT OF EDUCATION WORLDWIDE

Defined Area of Benefit:

NOT DEFINED

Data Sources

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