The Lord Leonard and Lady Estelle Wolfson Foundation

Registered charity 1148663 · accounts filings on the Charity Commission register · also known as THE LORD AND LADY WOLFSON CHARITABLE TRUST, THE LORD LEONARD AND LADY ESTELLE WOLFSON OF MARYLEBONE CHARITABLE TRUST FOR PREVENTATIVE MEDICINE

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

Objects

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

Area of benefit: ENGLAND AND WALES

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2026 accounts

The accounts state that the charity reported a surplus of £1,424,296 for the year ended 31 March 2026, driven by a net profit on investments of £2,575,900 which offset total outgoing resources of £1,769,192. Total unrestricted reserves increased to £31,248,634, with the trustees maintaining a policy to keep reserves at a level allowing grant awards to increase in line with inflation. The trustees confirmed adequate resources for the foreseeable future, and the independent auditors reported no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Harris & Trotter LLP. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Structured financials (annual return, FY ending 31/03/2026)

Reported reserves equal ~212.0 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 15.5% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

• THE LADY ESTELLE MARILYN WOLFSONchair
• Antoinette Jackson
• Edward Jackson
• Ian Anthony Burman · trustee of 9 other charities
• Professor Roger Kirby · trustee of 2 other charities
• SIR IAN THOMAS GILMORE

Trustee list from the Charity Commission register (current, not historical).

Operates in: Ireland · Israel · Northern Ireland · Scotland · Throughout England And Wales · United States

Income and spending

Common questions