Skip to main content Skip to navigation

wates family enterprise trust

The charity supports children and young people, elderly people, people with disabilities, other charities or voluntary bodies, other defined groups, and the general public. Wates Family Enterprise Trust is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to organisations. The charity is based in Leatherhead and operates in England And Wales and Scotland.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

Email Charity

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.

Fundraising

See where Wates Family Enterprise Trust is active and find local fundraising opportunities.

Financial Information

Latest Income
£1,910,321
Latest Expenditure
£1,697,063

Financial Efficiency

Program Ratio 88.8%
% of income going directly to charitable activities
Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 0.6%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £1,875,000
Charitable Activities £0
Other Trading £0
Investments £35,321
Other Income £0

Expenditure Categories

Charitable Expenditure £1,697,063
Raising Funds £0
Governance £9,343
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
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
2020£832,385£688,466£688,466£336,494£336,4943 / 0

Staff column shows: Employees / Volunteers