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up-to-date

Data for financial year ending 31 December 2018

The Waterloo Foundation

  • Income

    £9.3M

  • Spending

    £9.3M

  • Status

    Up-to-date

Charity no. 1117535

Contact details

Public address

  • C/O 46-48 Cardiff Road, Llandaff, Cardiff, CF5 2DT

Aims & activities

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.

What the charity does

  • General charitable purposes
  • The advancement of health or saving of lives
  • Disability
  • The prevention or relief of poverty
  • Overseas aid/famine relief
  • Environment/conservation/heritage

Who the charity helps

  • Children/young people
  • Elderly/old people
  • People with disabilities
  • The general public/mankind

How the charity works

  • Makes grants to individuals
  • Makes grants to organisations

Income and Endowments:

£9.3M

* £3.5M investment gains(losses)

Expenditure:

£9.3M

Assets and liabilities

  • £20.7K Own use assets
  • £159.3M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £952.9K Other assets
  • £1.5M Total liabilities
Financial history
Compliance history

Charitable spending ratios

98%
2%
0%

Charitable objects

(A) TO RELIEVE POVERTY AND DISTRESS FOR THE BENEFIT OF THE PUBLIC IN ANY PART OF THE WORLD, PARTICULARLY IN DEVELOPING COUNTRIES; (B) TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC IN ANY PART OF THE WORLD BY PROMOTING THE PRESERVATION, CONSERVATION AND PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF NATURAL RESOURCES ( AND "SUSTAINABLE DEVELOPMENT" MEANS "DEVELOPMENT THAT MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR NEEDS"); (C) TO PROMOTE THE PHYSICAL AND MENTAL DEVELOPMENT OF CHILDREN AND THE MENTAL HEALTH OF ADULTS FOR THE BENEFIT OF THE PUBLIC IN ANY PART OF THE WORLD, INCLUDING RESEARCH INTO THESE AREAS; (D) TO ADVANCE SUCH OTHER OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES FOR THE BENEFIT OF THE PUBLIC IN WALES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT; AND (E) TO ADVANCE OTHER SUCH OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Governing document

TRUST DEED MADE 15 DECEMBER 2006

Area of benefit

Any Part Of The World

Organisation type

Standard registration

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
  • 4 Trustees
  • 11 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Heather Stevens (Chair) Ocean Watersports Trust Vale Of Glamorgan Up-to-date
David Graham Stevens None on record
Janet Victoria Alexander None on record
Caroline Ann Oakes None on record

Areas of operation

List of regions

  • Throughout England And Wales