THE WATERLOO FOUNDATION

Registered charity 1117535 · accounts filings on the Charity Commission register

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.

Causes: General Charitable Purposes · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £241,107,314, a significant increase from the previous year's £220,064,926, driven by a large net gain on investments of £21,734,009. The trustees report a sound financial situation and explicitly state there is no requirement for an explicit reserves policy at this time. The charity generated a net income surplus of £21,042,388 despite total expenditure exceeding total incoming resources from donations and investment income.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Carston ETL. Discloses 3 of 6 completeness components.

Leadership, per the charity’s website

• Heather Stevens — Chair of Trustees (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~179.1 months of spending — in the top quarter for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Investments (57% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 3.4% of total income — below the median for charities its size (3.8%) (benchmarks).

Trustees · trustee networks

• HEATHER STEVENSchair · trustee of 1 other charity
• CAROLINE ANN OAKES
• David Graham Stevens
• Luke Benjamin Owen Stevens

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with PAUL FOUNDATION.

• PAUL FOUNDATION income £884k
• WATERLOO COMMUNITY COUNSELLING income £642k
• INTERNATIONAL HUMANITARIAN RELIEF income £406k
• WATERLOO ACTION CENTRE income £203k
• THE ROYAL FOUNDATION OF THE PRINCE AND PRINCESS OF WALES income £19.6m
• WELSH CENTRE FOR INTERNATIONAL AFFAIRS / CANOLFAN MATERION RHYNGWLADOL CYMRU income £1.2m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.