WATES FOUNDATION LIMITED

Registered charity 1202779 · accounts filings on the Charity Commission register

To advance such charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the Directors may from time to time determine. The Foundation does not accept unsolicited applications for grants.

Objects

THE TRUST FUND AND INCOME IS HELD BY THE TRUSTEE UPON TRUST TO APPLY THE SAME FOR OR TOWARDS SUCH CHARITABLE PURPOSES OR CHARITABLE ACTIVITIES AT SUCH TIME AND IN SUCH MANNER AS THE TRUSTEE SHALL IN ITS UNCONTROLLED DISCRETION DETERMINE.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Mole Valley, South East, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds increased to £27,246,447 at year-end 2025, up from £25,482,341 in 2024. The filing notes that the charity took advantage of exemptions available to small companies. No specific reserves policy target or fundraising cost ratio is disclosed in the provided text.

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

What the accounts disclose

Accounts audited. Discloses 2 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 3 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2023 (received 12/11/2024, 12 days after the 31/10/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

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

Per its annual return, largest income source: Investments (100% 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: 4.1% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

• Received assets from another charity (25/09/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Christian Norman Brodiechair · trustee of 3 other charities
• Alison Clare Price
• Emily Ann King
• Hugo Brodie
• Jason Alexander Gordon Heynes
• Jonathan Giles Macartney Wates

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

Operates in: Throughout England

Income and spending

Common questions

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 THE SARAH AND PATRICK WILLS FOUNDATION.

• THE SARAH AND PATRICK WILLS FOUNDATION income £55k
• THE WALTER HIGGS CHARITABLE TRUST income £47k
• THE TIDES FOUNDATION income £102k
• THE WATSON FOUNDATION income £176k
• THE WEST FOUNDATION income £77k
• THE WATSON FAMILY CHARITABLE TRUST income £145k

Side by side with its peers

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