Finance Score: 0

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Spending declining: -1
Fundraising costs low: +3

No supporters identified

Overall GiG Score: 0

THE CHARLES WOLFSON CHARITABLE TRUST

Generating income from property and other investments in order to make grants to various registered charities including but not exclusively in the fields of medicine, education and welfare.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £36,507,265 available, equivalent to 79 months of spending and so may not be able to utilise additional funding
Spending is declining

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
05/04/23		£15,668	£5,528	£10,140	£0	£36,507	£36,507	79.2
05/04/22		£23,681	£6,106	£17,574	£0	£28,528	£28,528	56.1
05/04/21		£5,874	£5,436	£438	£0	£11,570	£11,570	25.5
05/04/20		£6,399	£6,497	£-98	£0	£8,416	£8,416	15.5
05/04/19		£6,417	£7,601	£-1,184	£0	£8,917	£8,917	14.1
05/04/18		£8,013	£7,614	£399	£0	£9,386	£9,386	14.8
05/04/17		£5,405	£6,487	£-1,082	£0	£9,003	£9,003	16.7
05/04/16	*	£6,317	£6,912	£-595	£0	£10,089	£10,089	17.5
05/04/15		£7,226	£7,004	£222	£6	£10,679	£10,679	18.3
05/04/14		£5,022	£4,957	£65	£6	£10,444	£10,444	25.3
05/04/13		£5,065	£4,984	£82	£6	£10,411	£10,411	25.1
05/04/12		£6,722	£6,539	£183	£6	£9,455	£9,455	17.4
05/04/11		£6,598	£6,563	£35	£5	£8,387	£8,387	15.3
05/04/10		£3,696	£3,604	£92	£5	£7,722	£7,722	25.7
05/04/09	*	£3,735	£3,698	£36	£5	£5,888	£5,888	19.1
05/04/08		£6,842	£6,773	£69	£4	£5,369	£5,369	9.5
05/04/07	*	£5,963	£5,821	£142	£4	£8,865	£8,865	18.3
05/04/06	*	£8,535	£8,125	£410	£0	£0	£0	n/a
05/04/05	*	£4,062	£4,041	£21	£0	£0	£0	n/a
05/04/04	*	£3,742	£5,443	£-1,700	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 2%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 79.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 3.2

Asset Split ?

Established: 59 years

admin@cwctcharity.org.uk

02070792506

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Israel, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

THE LORD SIMON ADAM WOLFSON

DEBORAH SARAH EDWARDS Appointed: 2020

DR SARA LEVENE

HONOURABLE ANDREW DANIEL WOLFSON (Chair) Appointed: 2020, Other trusteeships: BENESCO CHARITY LIMITED, BEIT HALOCHEM UK, THE MUSIC IN SECONDARY SCHOOLS TRUST,

THE LORD JONATHAN NEIL MENDELSOHN Appointed: 2020, Occupation: Company Director, Other trusteeships: FRANKS FAMILY FOUNDATION, BARNET YOUTH ZONE, FOLLICULAR LYMPHOMA FOUNDATION, HOFENUNG FOUNDATION,

Legal constitution

Charity registered in England & Wales on 08/01/1965, number: 238043

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR16: 26 days late, AR09: 12 days late, AR07: 2 days late, AR06: 2 days late, AR05: 12 days late, AR04: 34 days late,

Main office

Charles Wolfson Charitable Trust
8/10 Hallam Street
London
W1W 6NS

Objectives

FOR GENERAL CHARITABLE PURPOSES WITH SPECIAL REGARD TO THE ENCOURAGEMENT OF MEDICAL AND SURGICAL STUDIES AND RESEARCH, THE GENERAL ADVANCEMENT OF MEDICAL AND SURGICAL SCIENCE, THE ADVANCEMENT OF EDUCATION OR CHILD WELFARE, THE ADVANCEMENT OF ANY RELIGION AND THE RELIEF OF POVERTY. (FOR FURTHER DETAILS SEE CLAUSES 3 AND 4 OF TRUST DEED).

Defined Area of Benefit:

WORLDWIDE

Data Sources