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home >> charity search >> the wolfson family charitable trust
Finance Score: -2
Governance Score: 3
Support Score: 0
  • Deficit latest year: -2
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 1 ?

THE WOLFSON FAMILY CHARITABLE TRUST 

The objectives of the Trust, through its grant-making, are the advancement of science and medicine, health and disability, education, the arts and humanities. The Trust pursues these activities, usually by the provision of buildings and equipment.
Analysis by Giving is Great

Positives:

  • This charity has an endowment fund which generates all of its income
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

  • Income was significantly lower than spending in the latest year
miles

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 Volun-
teers
31/03/23£1,086£1,692£-606£0£42,437£0n/a40
31/03/22£950£1,721£-771£0£44,191£0n/a40
31/03/21£1,499£2,314£-815£0£41,563£0n/a40
31/03/20£992£1,754£-762£0£32,852£0n/a40
31/03/19£1,118£1,626£-508£0£35,833£0n/a40
31/03/18£882£1,605£-723£0£34,528£0n/a40
31/03/17£924£1,572£-648£0£36,240£0n/a40
31/03/16£885£1,689£-804£0£31,721£0n/a40
31/03/15£813£1,489£-676£25£34,564£0n/a10
05/04/14£832£1,582£-750£32£33,384£0n/a10
05/04/13£838£1,444£-606£28£32,267£0n/a10
05/04/12£842£1,648£-806£28£30,360£0n/a10
31/03/11£1,268£1,762£-494£35£31,210£2,18614.910
31/03/10£1,199£1,481£-282£25£31,179£2,55820.710
31/03/09£1,532£1,830£-298£22£28,484£2,64017.310
31/03/08£2,012£10,523£-8,511£21£28,599£2,5482.910
31/03/07£2,068£3,354£-1,286£24£37,694£11,06639.610
31/03/06£2,075£1,567£508£0£0£0n/a00
31/03/05£2,064£3,527£-1,463£0£0£0n/a00
31/03/04*£2,215£1,785£430£0£0£0n/a00
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 7%
Liabilities/Income: 283%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0
Asset Split ?
Established: 58 years

www.wolfson.org.uk

grants@wolfson.org.uk

02073235730

Charity Commission for England and WalesX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Disability
  • Education/Training
  • Environment/Conservation/Heritage
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Grant-making foundations
How it operates
  • Makes Grants to Organisations
Where it operates
  • Throughout England And Wales,
Who it helps
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • 4 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Legal constitution
  • Charity registered in England & Wales on 03/11/1966, number: 228382
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR04: 1 days late,
Main office

8 QUEEN ANNE STREET
LONDON
W1G 9LD

Objectives

GENERAL CHARITABLE PURPOSES AT THE TRUSTEES DISCRETION, HAVING SPECIAL REGARD TO MEDICAL RESEARCH, EDUCATION AND RELIGION.

Defined Area of Benefit:

NATIONAL AND FOREIGN

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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