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the waterloo foundation

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Activities & Mission

OUR MAIN PROGRAMMES SUPPORT:WORLD DEVELOPMENT IN THE POOREST COUNTRIES (ALTHOUGH NOT DISASTER RELIEF) THE ENVIRONMENT, ESPECIALLY SUSTAINABLE PROJECTS IMPACTING CLIMATE CHANGE, CHILD DEVELOPMENT ESPECIALLY PSYCHOLOGICAL RESEARCH AND MENTAL HEALTH AND FOR OUR OWN COMMUNITY, WE CAN ALSO SUPPORT A NUMBER OF PROJECTS IN WALES.

Fundraising

See where The Waterloo Foundation is active and find local fundraising opportunities.

Financial Information

Latest Income
£11,208,820
Latest Expenditure
£13,752,843

Financial Efficiency

Program Ratio 118.9%
% of income going directly to charitable activities
Overall Efficiency 96.9%
% of expenditure going to programs (vs overhead)
Administrative Ratio 3.2%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £5,155,970
Charitable Activities £0
Other Trading £0
Investments £6,052,850
Other Income £0

Expenditure Categories

Charitable Expenditure £13,321,852
Raising Funds £430,676
Governance £15,778
Grants to Institutions £12,640,579
Other Expenditure £315

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£11,208,820£13,752,843£13,321,852£220,064,926£220,064,92610 / 0
2023£10,318,255£13,742,251£13,361,862£212,075,827£212,075,82710 / 0
2022£11,499,919£11,627,028£11,255,123£190,292,147£190,292,14711 / 0
2021£14,342,748£11,136,579£10,838,547£246,373,827£246,373,82711 / 0
2020£17,775,166£14,098,787£13,919,880£216,964,652£216,964,65210 / 0

Staff column shows: Employees / Volunteers

Details

Address
C/O Fourth Floor
Tudor House
16 Cathedral road
Cardiff
Registration Date
10 January 2007
Status
Registered

Registry Information

Organisation Number
4028736
Charity Number
1117535

Trustees

CAROLINE ANN OAKES
David Graham Stevens
HEATHER STEVENS
Luke Benjamin Owen Stevens