Overall GiG Score: 1 ?
Finance Score: -2
Governance Score: 3
Support Score: 0
  • Deficit latest year: -2
  • Gender balanced board: +3
  • No supporters identified

THE WOLFSON FOUNDATION 

The objectives of the Wolfson Foundation are grant-giving. On 4 April 2014, the operational activities and net assets of the Wolfson Foundation (a charitable trust, registered number 206495) passed to the Wolfson Foundation, charity number 1156077 (a charitable company). The accounts for the years ending 5 April 2014 and earlier can be viewed on the charity's website at www.wolfson.org.uk.
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
Established: 10 years

www.wolfson.org.uk

grants@wolfson.org.uk

02073235730

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?

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£23,454£41,656£-18,203£0£881,848£0n/a110
31/03/22£20,386£40,537£-20,151£0£927,537£0n/a100
31/03/21£18,798£38,624£-19,826£0£875,038£0n/a90
31/03/20£21,171£45,962£-24,792£0£688,945£0n/a80
31/03/19£23,650£39,650£-15,999£0£761,786£0n/a80
31/03/18£18,998£33,268£-14,271£0£739,217£0n/a80
31/03/17£19,631£31,923£-12,292£0£774,515£0n/a90
31/03/16£19,467£29,354£-9,887£0£674,606£0n/a90
31/03/15£18,310£32,739£-14,429£97£728,636£0n/a80

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 9%
Liabilities/Income: 366%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0
Asset Split ?
What it does
  • Arts/Culture/Heritage/Science
  • Disability
  • Education/Training
  • Environment/Conservation/Heritage
  • Religious Activities
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 11 employees
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
Where it operates
  • Northern Ireland, Scotland,

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 10/11 persons

Age Range of Trustees:
Legal constitution
  • Charitable company registered in England & Wales on 10/03/2014, number: 1156077
  • Registered at Companies House on 06/03/2014, number: 08927040
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
9 returns made; all on time
Main office

THE WOLFSON FOUNDATION
8 QUEEN ANNE STREET
LONDON
W1G 9LD

Objectives

THE CHARITY IS ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT, WORLDWIDE, INCLUDING IN PARTICULAR (BUT NOT LIMITED TO):(A) THE ADVANCEMENT, PROMOTION AND SUPPORT OF SCIENCE AND MEDICINE, EDUCATION, THE ARTS AND HUMANITIES, HEALTH AND SUCH RELIGIONS AS ARE RECOGNISED AS CHARITABLE UNDER THE LAW OF ENGLAND AND WALES; PARTICULARLY BUT NOT EXCLUSIVELY BY:(I) THE PROMOTION OF EXCELLENCE IN ALL RELEVANT DISCIPLINES;(II) UNDERTAKING AND/OR FACILITATING RELEVANT RESEARCH AND DISSEMINATING THE USEFUL RESULTS OF THAT RESEARCH FOR THE PUBLIC BENEFIT; (III) THE PROVISION OF PHYSICAL FACILITIES FOR LEARNING, STUDY AND RESEARCH IN RELATION TO RELEVANT DISCIPLINES.(B) SUCH OTHER CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS THE TRUSTEE DIRECTORS MAY FROM TIME TO TIME DETERMINE.

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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