wates family enterprise trust
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.
Region
Country
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 Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £1,910,321 | £1,697,063 | £1,697,063 | £987,645 | £869,009 | 6 / 0 |
| 2023 | £1,511,382 | £1,552,497 | £1,552,497 | £774,387 | £774,387 | 5 / 0 |
| 2022 | £1,502,283 | £1,165,277 | £1,165,277 | £815,502 | £815,502 | 3 / 0 |
| 2021 | £825,836 | £683,384 | £683,384 | £478,496 | £478,496 | 3 / 0 |
| 2020 | £832,385 | £688,466 | £688,466 | £336,494 | £336,494 | 3 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
Wates Family Charities
Wates House
Station Approach
LEATHERHEAD
KT22 7SW
Wates House
Station Approach
LEATHERHEAD
KT22 7SW
Website
watesgiving.org.ukRegistration Date
23 September 2008
Status
Registered
Registry Information
Organisation Number
4041455
Charity Number
1126007
Trustees
ANDREW TRACE ALLAN WATES
ANDY WATES
TIM WATES
CHARLES WILLIAM RANDAG WATES
JONATHAN GILES MACARTNEY WATES
Sir JAMES GARWOOD MICHAEL WATES CBE
PAUL CHRISTOPHER RONALD WATES
MICHAEL EDWARD WATES