What is the financial size of THE WATERLOO FOUNDATION?

THE WATERLOO FOUNDATION is classified as a major charity. In the latest financial year, they reported a total income of £11,208,820 and total expenditure of £13,752,843.

How does THE WATERLOO FOUNDATION allocate its spending?

For every pound spent, approximately 96.9% goes directly to charitable activities. The remaining 3.1% is spent on raising funds and administration.

What is the workforce structure of THE WATERLOO FOUNDATION?

THE WATERLOO FOUNDATION employs 10 staff members and is supported by 0 volunteers.

Does THE WATERLOO FOUNDATION receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does THE WATERLOO FOUNDATION pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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THE WATERLOO FOUNDATION

#1117535

Trust•Major•Registered

www.waterloofoundation.org.uk

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.

Registered address

C/O Fourth Floor, Tudor House, 16 Cathedral road, Cardiff

Latest HighlightsFY 2024

Income

All sources

£11,208,820

Expenditure

All activities

£13,752,843

Net Reserves

Unrestricted funds

£220,064,926

Total Assets

Gross assets

£221,581,376

Working Capital

Liquidity

£1,019,284

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:

Reserve Runway

192.0 months

Median: 3.6 monthsTop quartile

Income Growth (1yr)

8.6%

Median: 8.2%Around typical

Spending Efficiency

96.9%

Median: 97.2%Around typical

Income Concentration

50.3%

Median: 87.1%Top quartile

Fundraising ROI

26.0x

Median: 27.3xAround typical

Income Volatility

13.3%

Median: 13.4%Around typical

Self-Generated Income

54.0%

Median: 92.1%Around typical

3-Year Income CAGR

-7.9%

Median: 8.7%Below typical

Efficiency & Health

Charitable Spending

96.9%

Fundraising Eff.

% income retained

26.0%

Governance Cost

% of expenditure

0.1%

Grant Making

% given away

94.9%

Debt Ratio

% of assets

0.7%

Survival Ratio

Months of reserves

192.0 months

Income Profile

Donations & Legacies

% of income

46.0%

Government Reliance

% of income

Largest Source

Primary income

Investments

Diversification

HHI: 5032

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

8.6%↑

Income CAGR (3yr)

Compound growth

-7.9%

Volatility

Stable

13.3%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£1,120,882

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

10%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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