Review 2010 - Wates Group

Review 

2010

Welcome 

On behalf of the Patrons of the Wates Family Enterprise 

Trust, I welcome you to this year’s edition of the Wates 

Giving Review. 

Following the successful launch of the Trust in 2008, our 

second full year has been one of consolidation of earlier 

achievements, as well as an increase in the range and scale 

of the work of the Wates Giving programme. With so many 

uncertainties in the charitable and community funding 

landscape, picking the right causes has never been more 

challenging; however, we have sought to place funding 

where maximum impact can be delivered. 

A key factor in this has been our engagement with the 

people in the Wates Group businesses; their knowledge, 

experience and commitment to their local communities 

have initiated a range of imaginative major projects across 

diverse social and economic fields. Wates Giving has also 

supported Wates people who volunteer their time and 

energy to local organisations with a number of Community 

Project awards. Our sponsorship programme has grown 

this year to help a number of highly talented individuals 

from the Wates community that compete at the highest 

levels in sports and the arts. 

Our awards have a broad reach, supporting projects 

throughout the UK. We believe that Wates Giving is a 

genuine philanthropic response by business to the delivery 

of the aims of Big Society, reflecting our Family ethos and 

values. We are committed to building up the momentum 

of our giving, and so have been pleased to raise the 

level of our financial commitment to £1.4 million a year. 

The Review also gives a taster of some of the work that 

this will fund in 2011. 

I would like to thank Andrew Wates for his excellent 

leadership as Chairman of the Grants and Working 

meetings, and also the Family Patrons for their continued 

engagement and commitment to the work of the Trust. 

My thanks are also due to Brian Wheelwright and the 

Secretariat team, to Duncan Straughen of the Wates 

Family Office and to Julia Tyson of Wates Group. And to the 

many Wates people whose imagination and enthusiasm 

has brought us so many exciting projects. I hope that you 

enjoy reading about our year. 

Tim Wates 

Chairman 

What’s inside 

Cover 

Clean Start is a social enterprise 

employing ex-offenders. 

A vital stepping stone to 

permanent employment, 

it reduces reoffending and helps to 

build a safer community. 

To see a video case study visit 

www.wates.co.uk/about/ 

family/wates-giving 

07 

02 

Our Giving 

At a glance. 

04 

Employee Awards 

Wates Giving backs the personal 

causes that Wates people support 

with their own time and resources. 

Highlights for 2010 include 

Community Grants and Sports 

Sponsorships as well as supporting 

Wates Community Day and 

personal fundraising initiatives. 

04 

11 

08 

Major Awards 

Projects initiated by Wates people 

who identify areas of need in their 

communities. Case studies give a 

taste of new awards for 2010 and 

how our continued support builds 

on the success of existing projects. 

14 

14 

Other Awards 

Supporting the personal causes of 

the Wates Family. 

15 

Who we have been proud 

to support this year 

16 

Finance 

Summarised financial statements 

2010. 

17 

Key Information 

The Wates Family Enterprise Trust.

Our Giving 

At a glance 

Wates Giving forms a vital part 

of the Wates Family’s approach 

to being responsible business 

owners. The programme’s priority 

is to invest in local projects 

which benefit communities 

for the long term. 

Wates Giving is a charitable programme 

run by the Wates Family Enterprise Trust. 

It was set up by the Wates Family in 

November 2008 to empower initiatives 

that make a real difference in society. 

Finalist 

Shortlisted in the Corporate 

Foundation category in 

recognition of our work in 2010. 

02 Wates Giving Annual Review 2010 

£24,330 

Invested in Match Funding of 

the personal causes supported 

by Wates people. 

12,600 hours 

Contributed to local community 

projects through Wates’ annual 

Community Day. These efforts 

were supported with a Wates 

Giving donation in recognition 

of each project. 

Awards to date 

4.45 M 

£4.45m invested through new awards to 

community projects since Wates Giving 

was launched in 2008. 

David Orr, CEO, National Housing Federation 

“ We are extremely grateful to Wates Giving 

for backing our My Home Finance affordable 

credit scheme, which has given thousands of 

financially excluded people on lower incomes 

across the West Midlands, a fair-priced 

alternative to doorstep lenders and illegal 

loan sharks.” 

Clean Start 

A social enterprise providing 

skills to reduce re-offending 

(to see a video clip visit: 

www.wates.co.uk/about/family/ 

wates-giving) 

Wates Scholarship 

Award 

Funding a PhD in 

renewable energy 

technology at Exeter University. 

See page 12 

Awards by value – £1,151,003 

Major Awards 

£573,136 

Other Awards 

£394,291 

Our national spread 

Flexi-Care 

Funding for training volunteers 

to support people with Autistic 

Spectrum Disorder. 

Supported 

St Leger Housing 

Helping provide energy officers to tackle 

fuel poverty in deprived areas of Doncaster. 

153 

My Home Finance 

A social enterprise offering 

affordable loans to help 

low income families escape 

dependency on loan sharks. 

See page 11 

Clapham Park Estate 

A sports facility to help 

reduce anti-social behaviour. 

See page 09 

153 organisations supported in 2010 

Current investment themes 

Education, training and employment 

Community building 

Social enterprise 

Environment and energy sustainability 

Thought leadership 



£183,576 

Scotland 

Charles St Residents 

Committee 

Dougrie View Residents 

Association 

Flexi-Care 

Kirkshaws Neighbourhood 

Centre 

Made 4U in ML2 

Rankin Court Tenants 

Association 

Ross Anderton Fund 

Scottish Association for 

Mental Health 

Scottish Campaign for 

Homeless People – Shelter 

Sikeside Primary and Nursery 

School 

North West 

Clean Start 

Koestler Trust 

Lane Pre-School Playgroup 

Liverpool Anglican Chaplaincy 

Our Lady’s RC High School 

Philip Roberts 

Pleasant Street Primary 

School 

St Andrews School 

Stretford House 

Sylvester Primary School 

North East 

Beeston Brownies 

Build It, Leeds 

Bromsgrove & District Citizens 

Advice Bureau 

Doncaster Deaf Trust 

First Keighley Fell Lane Scout 

Group 

Groundwork Leeds 

Horden Sportsmans Amateur 

Boxing Gym 

Joseph Salmon Trust 

Netherthorpe and 

Utherthorpe Community 

Alliance 

Park Road Community 

Association 

South Kirkless Day Service 

Carers, Staff and Service 

Users Association 

St John’s Church 

Wakefield Hospice 

Woodhouse Park Lifestyle 

Centre 

Yorkshire Dance 

Midlands 

1st Bearly & Snitterfield Scout 

Group 

Acorns Children’s Hospice 

Bentley Over 60’s Community 

Centre 

Birmingham Volunteers ● 

Courthouse Green School 

Hagley Primary School PTA 

HTI Greener Communities 

Jericho Foundation 

Kirby Muxloe JFC 

Mellor Primary School 


● 

Sam Norton 

The Bridge School 

Troop Aid 

Washland Women Runners 

Club 

London 

Birkbeck Road Community 

Centre 

Casey Dolton 


● 

Coram’s Fields 

Croydon Volleyball Club 

Frylands Wood Scout Outdoor 

Centre 

Great Ormond Street Hospital 

Children’s Charity 

Hestia Housing and Support 

Kurdish Advice Centre 

Lancasterian Primary School 

Mayfield High School 

MENCAP 

Milwall Lionesses 

Ocean Estate 

RADAR 

St Saviour’s Church 

The Friends of Brompton 

Cemetery 

Wates Living Space 

Apprentices 

Women & Manual Trades 

Worcester Park Football Club 

Youth Team 

Home Counties 

Ashley CofE School 

Bury Children’s Home 

Combat Stress 

Dell Primary School 

DMRC Headley Court 

Guildford Children’s Centre 

Hospice of Our Lady & St John 

Keech Cottage Children’s 

Hospice 

Leatherhead Drama Festival 

Luton Summer Reading 

Challenge 

Nigel Reed 

NOAH Enterprise 

North Whitley Tenants Team 

Pasque Hospice 

Place Farm Community 

Primary School 

Raven Housing Trust 

St Catherine’s Hospice 

Richmond Hill School 

St Margaret of Scotland 

Catholic Primary School 

Surrey Community 

Development Trust 

Surrey SATRO 

Surrey Schools Mentoring 

Projects 

Surrey Wildlife Trust 

Surrey Women’s Aid 

The Wyvern School 

Tour de Force 

Wallace Fields Junior School 

PTA 

Walton Leigh School PSA 

Windsor Boys School Boat 

Club 

Woodlands School 

Zakar Hussain 

South West 

Chandlers Ford District Scout 

Association 

Children’s Hospice South West 

Dove House School 

Downside School 

Hartcliffe Community Park 

Farm 

Julia’s House Children’s 

Hospice 

Phoenix Centre 

Salisbury Cathedral 

Springfield Nursing Home 

Sunshine Day Nursery 

The Gatehouse Homeless 

People and the Oxford 

Churches 

RHS Rosemoor 

Wates Scholarship Award ● 

Southern 

Hampshire & Isle of Wight Air 

Ambulance 

RNLI 

The Worx, St Catherine’s 

School 

● 

Wales 

Ely and Caeray Children’s 

Centre 

Idwal Family Centre 

Rogerstone & Cefn Woods 

Pavilion Committee 

National 

BEN – Motor & Allied Trades 

Benevolent Fund 

Breast Cancer Care 

British Heart Foundation 

Building Futures 

● 

Cancer Research 

CBE Online Resource 

● 

Changing Paths CIC 

● 

Charity Action 

CRASH 

Future First 

George Pickard Fellowship 

Hearing Dogs for Blind People 

Heart of England NHS 

Heartlink 

Help for Heroes 

Jeans for Genes 

Jets 

Kidney Research UK 

Kids Alive UK 

MacMillan Cancer Support 

Mines Advisory Group 

National Trust 

OVACOME 

Pathways 

Princess Royal Trust for 

Carers 

Prisons Research Project ● 

School of Social 

Entrepreneurs 

Scope 

Shelter 

Social Enterprise Coordinator 

Social Firms UK 


Swimathon Foundation 

Wellchild 

International 

Accounting for Africa 

Leaders Quest Foundation 

Save the Children 

Featured within the report


Wates Giving backs the personal causes that 

Wates people support with their own time and 

resources. Our employee awards provide support 

for fundraising through both Match Funding and 

personal donations to charity through Give As 

You Earn. We award grants to help community 

groups where Wates people regularly volunteer 

and provide sports sponsorships to employees, 

or their direct family members, who compete at 

a national level. 

For the first time in 2010 we made awards 

to set up two “Group-wide” employee 

schemes. One was to help underpin the 

Group’s successful employee volunteering 

programme, “Lend a Hand”, by funding 

access to a UK-wide volunteering opportunity 

database. The second was a flagship award, 

made in partnership with the Norman Wates 

Memorial Fund, to launch a new scheme 

called “Your Family Matters”. This pioneering 

programme, delivered through Action for 

Carers and the Princess Royal Trust for Carers, 

offers a dedicated carer support helpline to 

employees and pensioners. 


During the year our individual Employee 

Awards really took off with Wates people 

as we had increased applications for all our 

schemes. In addition, we have been pleased 

to support appeals where employees 

across the Group have donated their own 

money collectively for disaster relief funds. 

The case studies over the next three pages 

illustrate the range of projects we have 

been proud to support. 


Case studies 


2 

1 

3 

Community Day Support 

Wates Community Day allows 

employees to donate their time and 

resources to make a difference to 

local community projects of their 

choice. In 2010 more than 1,500 

people contributed over 12,600 hours 

to 94 community projects across the 

UK. Wates Giving further supported 

each of the charity projects with a 

donation of £250, amounting to a 

total of over £23,500. 

Photos: 

1 Replanting the communal garden in sheltered 

accommodation for the elderly at Coldwell Court, 

Luton. 2 Wates Family Fun Day at Cruddas Park, 

Newcastle. 3 Mellor Community Primary School, 

Birmingham. 4 Mellor Community Primary School, 

Birmingham. 5 Children with disabilities enjoy their new 

easy access garden at Walton Leigh School, Surrey. 

4 

5


Case studies 

2 

2 

1 


1 

3 

Community Grants 

Wates Giving backs the causes that Wates people support with their own time and 

resources. Community Grants support initiatives where Wates employees are personally 

involved. They provide a boost to the resources of charities and community groups 

where employees volunteer regularly to make a difference. 

Photos: 1 Croydon Volleyball Club, supported by Patryk Dubaniewicz (Wates Construction). 2 The Beeston Brownies: a 

community grant subsidised an activity holiday for those whose families otherwise couldn’t afford a holiday, supported by Sue 

Ambridge, (Wates Living Space). 3 Millwall Lionesses FC, supported by Nigel Viggor (Wates Construction). 

Sports Sponsorships 

Sports sponsorships help support 

Wates employees, or their immediate 

family members, who compete in a 

sport at a national level. They help 

relieve the financial pressures of 

competing by assisting with expenses 

for coaching, equipment and travel 

costs. Kyle Edmund, the recipient of 

our first sports sponsorship in 2009, 

has since been able to compete at 

Junior Wimbledon. In 2010 Wates 

Giving made five new awards aimed 

at helping talented individuals reach 

their full potential. 

Photos: 1 Casey Dalton competes at martial arts 

internationally and finished second in the England 

Open Championships in 2010. Casey’s step-father, 

Darren Sample, is a commercial manager for Wates 

Interiors. 2 Sam Norton represented England 

in the 2010 European Under 17s Roller Hockey 

Championships. His father, John, is a site manager for 

Wates Construction. 3 Philip Roberts is a potential 

Olympic wrestler, having competed for England at the 

Commonwealth Games in 2010. His father, Stephen, 

is a project estimator for Wates Retail. 

Awards were also given to Nigel Reed, who competes 

nationally at bowls and Zakar Hussain, ranked 

England’s number one junior lightweight boxer. 

3 

1 


3 

2 

4 

Fundraising 

Wates Giving boosts employees’ 

personal charitable giving by Match 

Funding sponsorship raised through 

fundraising activities. Throughout 2010 

Wates Giving improved on its success 

to encourage personal volunteering 

initiatives, with a 50% increase in uptake 

of the Match Funding scheme. 

Photos: 1 Simon Page (right) climbed Mount Kilimanjaro 

for Shelter. 2 Paula Hanley-Smith raised £1000 through 

a sponsored run for SANDS. 3 Steve Jackson and Angela 

O’Brien took part in a ‘street sleep’ organised by a Living 

Space team in Manchester. 4 Kevin Adam’s sponsored 

skydive for Construction Industry Relief Asst & Support 

Homelessness. 5 A fundraising BBQ in aid of BEN, the 

automotive industry charity, which Amy Smith and her 

family have supported for ten years. 6 Sam Seddon 

participated in the Barcelona Banger Rally to support the 

Deaf School in Doncaster. 7 Ben Coad took part in the 

Yorkshire 3 Peaks challenge for MacMillan Cancer Care. 

5 

6 

7

Major Awards 

Case studies 

Wates Giving invests in initiatives 

proposed and championed 

by Wates people, who identify 

projects which will have a 

positive impact in communities 

for the long term. 

Social Enterprise has again been one of our major 

investment themes in 2010. We have aimed 

to support the Group’s exemplary work in this 

important area, both at a national and local level 

to help the project gain traction. We have provided 

grants for individual social enterprises such as 

Clean Start (see contents page) and the Jericho 

Foundation. We also funded the School of Social 

Entrepreneurs to run a one-day workshop in 2011, 

for the social enterprises currently engaged with 

the Group to share experiences and best practice. 

Commitment to this area remains a priority 

theme in 2011. 

Your guide 


Continued support 

Awards made in 2010 to 

give additional support 

to existing projects 

New awards 

New projects initiated 

in 2010 

Our Major Award programme continued to 

gain momentum and we received a number 

of innovative proposals for awards from 

across the Group. We continued to invest in a 

number of projects initiated in 2009, such as 

the Dolly Parton Imagination Library and the 

Lambeth Community Fund, as well as making 

brand new awards. The next few pages give an 

overview of the range of projects to which we 

have made awards. 

Education, training 

and employment 



Environment and 

energy sustainability 

Thought leadership 




CHANGING PATHS 

Changing Paths works with offenders before they are released, 

assisting them into employment in the construction sector. In its 

first full year, Changing Paths has helped all of its 213 participants 

achieve the construction industry’s CSCS card. Over 100 of these 

have been provided with certified skills training and, as a result 

of Wates Giving’s support, 53 ex-offenders are now in full-time 

employment and three others have begun apprenticeships. 

Wates Champion: Chris Booton 

Family Sponsor: James Wates 


CLAPHAM 

PARK ESTATE 

‘The Cage’ is a newly refurbished outdoor sports 

area created for young people in Clapham 

Park Estate, London. Wates Giving provided 

a new low maintenance play surface, security 

fencing and additional sports equipment for the 

local children. The project has helped to tackle 

some of the serious issues around anti social 

behaviour to improve the lives of the young 

people and wider community on the estate. 

Wates Champion: Dee O’Neil 

Family Sponsor: Jonny Wates


BIRMINGHAM VOLUNTEERS 

A team of Wates employees has been active in helping SIFA Fireside (Supporting Independence 

from Alcohol) and its work with the socially excluded, particularly in dealing with homelessness 

and alcohol dependence. Wates people have personally supported its volunteer programme 

and donated their time to renovate the facilities in its drop-in centre for vulnerable people. 

These facilities are crucial to the training schemes which help service users gain independence 

and find jobs. With as many as 90 users a day, SIFA Fireside found itself in need of extra 

resources to deliver its volunteer programme. Wates Giving provided a boost by funding a 

full-time Volunteer Organiser to co-ordinate the charity’s social inclusion programmes. 

Wates Champion: Jean Fletcher Family Sponsor: Tim Wates 




CBE ONLINE RESOURCE 

Following its launch in 2009, Wates Giving has continued to 

support the development of the CBE online learning tool, an 

interactive training package supporting the Construction 

Diploma. Since it was set up over 250 teachers have 

registered accounts and the resource has been used to help 

over 3,600 students in 178 education centres across the UK. 

Wates Champion: John Eynon 

Family Sponsor: Andy Wates 



MY HOME FINANCE 

Wates Giving supported the start up of an innovative 

solution to help low income families. My Home 

Finance, run by the National Housing Federation, 

provides affordable loans to reduce dependency 

on doorstep lenders who often charge extortionate 

interest rates. In its first two months it made over 

1,600 loans and its impact has been widely felt, 

especially in helping unemployed women and 

one-parent families who are particularly at risk. 

Wates Champion: Paul O’Driscoll 

Family Sponsor: Andrew Wates



BUILDING FUTURES 

Our continued support has been crucial to the sustained 

success of Building Futures. The AQA accredited programme 

targets long term unemployed adults facing barriers to 

employment. The scheme now operates in major cities 

across England, Scotland and Wales to help disadvantaged 

adults into full time work. Building Futures harnesses Wates’ 

expertise in construction to give unemployed adults a 

valuable insight into the industry alongside practical training 

and soft skills. In 2010 over 350 delegates took part in 

the programme, with 65% of these going on to full-time 

employment or further learning as a result. 

Wates Champion: Rachel Woolliscroft 

Family Sponsor: Jonny Wates 


Environment and 

energy sustainability 

WATES 

SCHOLARSHIP 

AWARD 



THE WORX, 

ST CATHERINE’S 

SCHOOL 

The Worx at St Catherine’s school, Isle of 

Wight, provides vocational training to young 

people with severe and complex speech, 

language and communication disabilities. 

Support from Wates Giving has enabled 

a wide range of vocational courses for 

14-19 year olds, including bricklaying and 

construction. Almost 80 young people have 

benefited from training programmes like 

these over the past year, which help transform 

their aspirations through building confidence 

and self-esteem. 

Wates Champion: Huw Davies 

Family Sponsor: Charlie Wates 

The Wates Scholarship award continues to support 

cutting-edge research into renewable energy 

technology. The PhD project at Exeter University 

embraces a new methodology using energy 

modelling to help the construction industry improve 

its environmental impact. In 2010 Alfonso Ramallo 

Gonzalez developed an innovative optimisation tool 

to help those involved in construction select the best 

solar technologies for minimising CO 2 emissions. The 

work has also benefited from the practical expertise 

of Wates people to develop a stand-alone solution 

for commercial implementation across the industry. 

Wates Champion: Rachel Woolliscroft 

Family Sponsor: Jonny Wates 


Thought 

leadership 

The second part of a pioneering piece of research into 

the prison estate commissioned by Wates Giving and 

conducted by the Institute of Public Policy Research (ippr). 

It considers community based alternatives for tackling the 

root causes of crime. As part of our thought leadership, the 

report helps inform policy makers on investing resources in 

more effective ways of rehabilitating offenders. 

Wates Champion: Chris Booton 

Family Sponsor: Andrew Wates 

REDESIGNING 

JUSTICE: 

REDUCING CRIME 

THROUGH JUSTICE 

REINVESTMENT

Other Awards 

Case studies 

Future First 

Jonny Wates: “Future First’s focus on education is an area of great 

interest; they have come up with a smart idea for making a difference 

and are executing it with real flair.” 

St Catherine’s Hospice, Surrey 

Tim Wates: “We are delighted to support St Catherine’s. It is one 

of our local hospices and does fantastic and inspiring work as a 

leader in its field.” 

14 Wates Giving Annual review Review 2009 2010 

Scottish Association for Mental Health 

Michael Wates: “Mental Health Scotland recognises the importance 

of the link between sport and mental health. It does a fantastic job 

helping mental health patients get involved in sport and I am delighted 

that Wates Giving can support such a worthwhile cause.” 

Combat Stress 

Paul Wates: “Access to an area of peace and tranquillity makes 

an important contribution to the remedial treatment of sufferers 

of combat stress. Wates Giving was delighted to provide funding 

for such a facility at Tyrwhitt House.” 

Who we have been proud 

to support this year 


Match Funding 

1st Bearly & Snitterfield Scout Group 

Accounting for Africa 

BEN – Motor & Allied Trades 

Benevolent Fund 

Breast Cancer Care 

British Heart Foundation 

Cancer Research 

CRASH 

Doncaster Deaf Trust 

Great Ormond Street Hospital 

Children’s Charity 

Hagley Primary School PTA 

Hearing Dogs for Blind People 

Heart of England NHS 

Help for Heroes 

Hospice of Our Lady & St John 

Joseph Salmon Trust 

Kidney Research UK 

Kids Alive UK 

MacMillan Cancer Support 

Mines Advisory Group 

OVACOME 

Pasque Hospice 

Scope 

Scottish Campaign for Homeless People 

– Shelter 

Shelter 

Swimathon Foundation 

Tour de Force 

Troop Aid 


Wallace Fields Junior School PTA 

Windsor Boys School Boat Club 

Community Day 

Acorns Children’s Hospice 

Bentley Over 60’s Community Centre 

Bromsgrove & District Citizens 

Advice Bureau 

Bury Children’s Home 

Chandlers Ford District Scout Association 


Charity Action 

Charles St Residents’ Committee 

Children’s Hospice South West 

Coram’s Fields 

Courthouse Green School 

Dell Primary School 

Dougrie View Residents Association 

Dove House School 


Ely and Caeray Children’s Centre 

First Keighley Fell Lane Scout Group 

Frylands Wood Scout Outdoor Centre 


Groundwork Leeds 

Hartcliffe Community Park Farm 

Hestia Housing and Support 

Horden Sportsmans Amateur Boxing Gym 

Idwal Family Centre 

Keech Cottage Children’s Hospice 

Kurdish Advice Centre 

Lancasterian Primary School 

Lane Pre-School Playgroup 

Liverpool Anglican Chaplaincy 

Made 4u in ML2 

Mayfield High School 

Mellor Primary School 

MENCAP 

National Trust 

Netherthorpe and Utherthorpe 

Community Alliance 

NOAH Enterprise 

North Whitley Tenants Team 

Our Lady’s RC High School 

Park Road Community Association 

Phoenix Centre 

Place Farm Community Primary School 

Pleasant Street Primary School 

Rankin Court Tenants Association 

Raven Housing Trust 

Richmond Hill School 

Rogerstone & Cefn Woods 

Pavilion Committee 

Shelter 

Sikeside Primary and Nursery School 

South Kirklees Day Service Carers, 

Staff and Service Users Association 

Springfield Nursing Home 

St John’s Church 

St Margaret of Scotland Catholic 

Primary School 

St Saviour’s Church 

Stretford House 

Sunshine Day Nursery 

Surrey Wildlife Trust 

Surrey Women’s Aid 

Sylvester Primary School 

The Bridge School 

The Friends of Brompton Cemetery 

The Gatehouse Homeless People 

and the Oxford Churches 

The Wyvern School 


Walton Leigh School PSA 

Woodhouse Park Lifestyle Centre 

Woodlands School 

Yorkshire Dance 

Community Grants 

Beeston Brownies 

Croydon Volleyball Club 

Heartlink 

Jeans for Genes 

Kirby Muxloe JFC 

Millwall Lionesses 

Princess Royal Trust for Carers 

Ross Anderton Fund 

St Andrew’s School 

Washland Women Runners Club 

Worcester Park Football Club Youth Team 

Sports Sponsorships 

Casey Dolton 

Zakar Hussain 

Sam Norton 

Nigel Reed 

Philip Roberts 

Major Awards 

Ashley C of E School 

Birkbeck Road Community Centre 

Birmingham Volunteers 

Build It 

Building Futures 

CBE Online Resource 



Clean Start 

Combat Stress, Leatherhead 

DMRC Headley Court 


Flexi-Care, Renfrewshire 

Future First 

George Pickard Fellowship 

Guildford’s Children’s Centre 

Hampshire & Isle of Wight Air Ambulance 

HTI Greener Communities 

Jericho Foundation 

JETS 

Julia’s House – Dorset Children’s Hospice 

Kirkshaws Neighbourhood Centre 

Koestler Trust 

Leaders Quest Foundation 

Leatherhead Drama Festival 

Luton Summer Reading Challenge 


Ocean Estate 

Pathways 

Prison Research Project (ippr) 

Radar 

RHS Rosemoor 

RNLI 

Salisbury Cathedral 

Save the Children 

School of Social Entrepreneurs 

Scottish Association for Mental Health 

Social Enterprise Coordinator 

Social Firms UK 

St Catherine’s Hospice 


Surrey Community Development Trust 

Surrey SATRO 

Surrey Schools Mentoring Project 

The Worx, St Catherine’s School 

Wates Living Space Apprentices 

Wates Scholarship Award 

Wellchild 

Women & Manual Trades

Finance 

Summarised financial statements 2010 

Statement of Financial Activities 

(incorporating Income and Expenditure Account) for the year ended 31 December 2010 

Unrestricted Restricted Year ended Period ended 

Funds Funds 31 December 2010 

Total Funds 

31 December 2009 

£ £ 

Incoming resources 

Incoming resources from generated funds: 

Voluntary income 1,200,000 11,000 1,211,000 1,640,000 

Investment income 1,200 – 1,200 2,031 

Total incoming 

Resources expended 

1,201,200 11,000 1,212,200 1,642,031 

Charitable activities 1,248,872 9,477 1,258,349 2,067,180 

Governance costs 7,857 – 7,857 6,887 

Total resources expended 1,256,729 9,477 1,266,206 2,074,067 

Net movements in funds (55,529) 1,523 (54,006) (432,036) 

Fund balances at 31 December 2009 (432,036) – (432,036) – 

Fund balance at 31 December 2010 (487,565) 1,523 (486,042) (432,036) 

All activities are classed as continuing. 

There are no recognised gains or losses other than those passing through the Statement of Financial Activities. 

Balance Sheet as at 31 December 2010 

2010 2009 

£ £ 

Current assets 

Debtors 1,301 6,401 

Cash at bank and in hand 648,073 594,555 

649,374 600,956 

Creditors: Amounts falling due within one year (755,311) (753,692) 

Net current liabilities (105,937) (152,736) 

Creditors: Amounts falling due after more than one year (380,105) (279,300) 

Net liabilities (486,042) (432,036) 

Unrestricted funds (487,565) (432,036) 

Restricted funds 1,523 – 

Total funds (486,042) (432,036) 

These accounts have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small entities. 

The accounts were approved by the Trustees on 07 July 2011 and signed on their behalf by 

TA DeB Wates 

Chairman of Trustees 


Statement from the trustees 

These summarised financial statements 

contain information from both the 

Statements of Financial Activities and 

the Balance Sheet for the year ended 31 

December 2010, but are not the full statutory 

report and accounts. The full financial 

statements were approved by the Trustees 

on 07 July 2011 and subsequently submitted 

to the Charity Commission. The accounts 

received an unqualified audit report and 

copies may be obtained from the charity’s 

registered office. 

Signed on behalf of the trustees 

TA DeB Wates 

Chairman of Trustees 

07 July 2011 

Independent Auditor’s Statement 

to the Members of Wates Family 

Enterprise Trust Limited 

We have examined the summary financial 

statement which comprises the Summary 

Statement of Financial Activities and 

Summary Balance Sheet set out on page 16 

of the Review. 

Respective responsibilities of directors 

and auditors 

The directors are responsible for preparing 

the summarised annual report in accordance 

with United Kingdom law. 

Our responsibility is to report to you our 

opinion on the consistency of the summary 

financial statement within the Review with 

the full annual financial statements, and its 

compliance with the relevant requirements of 

section 427 of the Companies Act 2006 and 

the regulations made thereunder. 

We also read the other information contained 

in the summarised financial statements 

and consider the implications for our 

report if we become aware of any apparent 

misstatements or material inconsistencies 

with the summary financial statement. 

Basis of opinion 

We conducted our work in accordance with 

Bulletin 2008/3 issued by the Auditing 

Practices Board. Our report on the company’s 

full annual financial statements describes the 

basis of our audit opinion on those financial 

statements. 

Opinions 

In our opinion the summary financial 

statement is consistent with the full annual 

financial statements of Wates Family 

Enterprise Trust Limited for the year ended 

31 December 2010 and complies with the 

applicable requirements of section 427 of the 

Companies Act 2006, and the regulations 

made thereunder. We have not considered 

the effects of any events between the date 

on which we signed our report on the full 

annual financial statements 12 July 2011 and 

the date of this statement. 

Nexia Smith & Williamson 1 Bishops Wharf 

Chartered Accountants Walnut Tree Close 

Statutory Auditors Guildford 

GU1 4RA 

12 July 2011 


Key information 

The Wates Family Enterprise Trust 

Patrons 

Andrew Wates 

Andy Wates 

Charlie Wates 

James Wates 

Jonny Wates 

Michael Wates 

Paul Wates 

Tim Wates 

Company Secretary 

Duncan Straughen 

Trust Secretary 

Brian Wheelwright 

Secretariat 

Sheila Falconer 

Jessica Straughen 

Victoria Moth 

Naomi Hill 

Registered Office 

Wates House 

Station Approach 

Leatherhead 

Surrey KT22 7SW 

Charity Number: 1126007 

Company Number: 6648896 

Auditors 

Nexia Smith & Williamson 

Chartered Accountants 

1 Bishops Wharf 

Walnut Tree Close 

Guildford 

Surrey GU1 4RA 

Bankers 

Charities Aid Foundation 

Bank Limited 

25 King’s Hill Avenue 

King’s Hill 

West Malling 

Kent ME19 4JQ 

Solicitors 

Boodle Hatfield 

89 New Bond Street 

London 

W1S 1DA 

Memberships 

The Wates Family Enterprise Trust is a 

subscribing member of the Association of 

Charitable Foundations, the Institute of 

Family Business and Tomorrow’s Company. 

Contact Information 

Telephone: 01372 861251 

Fax: 01372 861252 

Email: brian.wheelwright@wates.co.uk 

Governance – How we work 

The Trust has eight trustees. The Chairman 

is Tim Wates. 

Authority to make grants and other awards 

under the Wates Giving programme is 

delegated by the Trustees to a Committee 

of Patrons that meets quarterly under the 

chairmanship of Andrew Wates. 

Members of the Grants Committee in 

2009-2010, were: Andrew Wates; Andy Wates; 

Charlie Wates; James Wates; Jonny Wates; 

Michael Wates; Paul Wates; and Tim Wates. 

The Trust is supported by a Secretariat 

which operates as Wates Family Charities, 

shared with The Wates Foundation. 

A Working Meeting that includes 

representatives of the Trust, Wates Group, 

Wates Family Office and the Secretariat, 

meets periodically to assess new applications 

and develop policy proposals. 

Our thanks to those who contributed 

photography for this Review. 

Design 

envisdesign.com 

Printed by Park Communications on FSC certified paper 

Park is an EMAS certified CarbonNeutral® Company 

and its Environmental Management System is certified 

to ISO14001. 

100% of the inks used are vegetable oil based 95% 

of press chemicals are recycled for further use and 

on average 99% of any waste associated with this 

production will be recycled. 

This document is printed on Core Silk, an FSC certified 

paper from well managed and sustainable forests. 

The pulp is bleached using an Elemental Chlorine Free 

(ECF) process.

Wates Giving 

invests in local 

initiatives 

which benefit 

communities for 

the long term. 

It also backs 

the causes that 

Wates people 

support with 

their own time 

and resources.

Review 2010 - Wates Group

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