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Wates Family Enterprise Trust

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.

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Activities & Mission

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.

Grants

Wates Family Enterprise Trust is a grant-making charity: making grants is its main activity.

Gives grants to
organisations
Total spending (2025)
£1,986,530
Only charities with income over £500,000 file a separate grants figure.
Who it helps
children and young people, elderly people, people with disabilities, other charities or voluntary bodies, other defined groups and the general public
What it supports
general charitable purposes, education and training, the advancement of health or the saving of lives, disability, accommodation or housing, arts, culture, heritage, or science, amateur sport, the environment, conservation, or heritage, economic or community development and employment, armed forces or emergency service efficiency and recreation

As recorded with the Charity Commission. To ask about applying, use the contact details and check the trustees and latest accounts below.

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Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£1,842,178
Latest Expenditure
£1,986,530

Financial Efficiency

Program Ratio 107.8%
% of income going directly to charitable activities
Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 0.5%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £1,810,000
Charitable Activities £0
Other Trading £0
Investments £32,178
Other Income £0

Expenditure Categories

Charitable Expenditure £1,986,530
Raising Funds £0
Governance £9,835
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£1,842,178
£1,986,530£1,986,530£843,293£788,6578 / 0
2024
£1,910,321
£1,697,063£1,697,063£987,645£869,0096 / 0
2023
£1,511,382
£1,552,497£1,552,497£774,387£774,3875 / 0
2022
£1,502,283
£1,165,277£1,165,277£815,502£815,5023 / 0
2021
£825,836
£683,384£683,384£478,496£478,4963 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Wates Family Enterprise Trust

What does Wates Family Enterprise Trust do?

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.

How much income did Wates Family Enterprise Trust report in 2025?

Wates Family Enterprise Trust reported total income of £1.84m and reported expenditure of £1.99m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was Wates Family Enterprise Trust registered as a charity?

Wates Family Enterprise Trust was registered with the Charity Commission for England and Wales on 23 September 2008 as charity number 1126007. It has been registered for 18 years.

Who runs Wates Family Enterprise Trust?

Wates Family Enterprise Trust is governed by a board of 8 trustees. The chair of trustees is TIM WATES. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Wates Family Enterprise Trust operate?

Wates Family Enterprise Trust operates across 2 areas: Scotland and England And Wales.

Is Wates Family Enterprise Trust a registered charity?

Yes — Wates Family Enterprise Trust is a registered charity in England and Wales, charity number 1126007.

Details

Contact (address, email, phone)
Registration Date
23 September 2008
Status
Registered

Registry Information

Organisation Number
4041455
Charity Number
1126007

Trustees

TIM WATES Chair
Also governs 1 other charity
ANDREW TRACE ALLAN WATES
Also governs 1 other charity
ANDY WATES
Also governs 1 other charity
CHARLES WILLIAM RANDAG WATES
JONATHAN GILES MACARTNEY WATES
MICHAEL EDWARD WATES
Also governs 1 other charity
PAUL CHRISTOPHER RONALD WATES
Also governs 1 other charity
Sir JAMES GARWOOD MICHAEL WATES CBE
Also governs 1 other charity

Data & trust

Register data refreshed
2 November 2026
Report a data issue