Finance Score: -2

Governance Score: -4

Support Score: 2

Multiple Deficits: -2
No PartB

Only 4 Trustees: -1
Static board: -3

Grant maker support: +2

Overall GiG Score: -4

THE LORD LEONARD AND LADY ESTELLE WOLFSON FOUNDATION

TO FURTHER SUCH EXCLUSIVELY CHARITABLE PURPOSES CALCULATED TO PROMOTE THE ADVANCEMENT OF RESEARCH AND EDUCATION FOR THE PUBLIC BENEFIT IN PREVENTATIVE MEDICINE OR SURGERY AND RESEARCH RELATED THERETO AS THE CHARITY TRUSTEES SHALL THINK FIT

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 12 years

www.lordandladywolfson.org.uk

admin@lordandladywolfson.org.uk

02076366446

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	£455	£1,146	£-692	n/a	n/a	n/a	n/a	n/a
31/03/22	£417	£1,697	£-1,281	n/a	n/a	n/a	n/a	n/a
31/03/21	£445	£485	£-41	n/a	n/a	n/a	n/a	n/a
31/03/20	£487	£1,199	£-713	n/a	n/a	n/a	n/a	n/a
31/03/19	£529	£1,517	£-988	£0	£27,231	£27,231	215.4	2
31/03/18	£752	£1,142	£-390	£0	£26,492	£26,492	278.4	1
31/03/17	£784	£1,699	£-914	£0	£26,741	£26,741	188.9	1
31/03/16	£751	£1,660	£-909	£0	£23,383	£23,383	169.1	1
31/03/15	£694	£1,489	£-795	£60	£28,438	£28,438	229.1	1
31/03/14	£2,909	£1,916	£992	£59	£27,000	£27,000	169.1	0
31/03/13	£23,400	£141	£23,258	£87	£25,038	£25,038	2126.2	0

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Senior Staff Costs/Total Spending: 15%
Highest pay band: £140,000-£150,000

Listed activities

Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Ireland, Israel, Northern Ireland, Scotland, Throughout England And Wales, United States,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - DIRECT2U GROUP LIMITED TA SUGARFINERY
£2,956	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - DIRECT2U GROUP TA SUGARFINERY
£1,500	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

THE LADY ESTELLE MARILYN WOLFSON (Chair) Appointed: 2012

ANTOINETTE JACKSON Appointed: 2018

SIR IAN THOMAS GILMORE Appointed: 2012

IAN ANTHONY BURMAN Appointed: 2012, Other trusteeships: M D C JENKS CHARITABLE TRUST, THE J L WINE CHARITABLE TRUST, SPENCER HART CHARITABLE TRUST, H AND M CASTANG CHARITABLE TRUST, THE BRENDON HILLS CHARITY, CHIDDICK CHARITABLE TRUST, RECYCLING OF USED PLASTICS LIMITED, SEA SANCTUARIES TRUST, THE HOCHHAUSER FOUNDATION, CITY RUGBY FOUNDATION, THE WOOSNAM FOUNDATION, THE STEPHEN BURTON MEMORIAL FOUNDATION, WHERE I WANT TO LIVE, TUTOR THE NATION,

Legal constitution

Charity registered in England & Wales on 21/08/2012, number: 1148663

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

11 returns made; all on time

Main office

74 Portland Place
London
W1B 1NR

Objectives

Defined Area of Benefit:

ENGLAND AND WALES

Data Sources