THE WOLFSON FOUNDATION

Registered charity 1156077 · accounts filings on the Charity Commission register · listed website unreachable when last crawled

Latest income
£26.9m
Latest spending
£41.5m
Registered
2014
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Wolfson Foundation held total net assets of £961.7 million, with all assets held in unrestricted funds. The charity reported a positive return on assets of £52.6 million, driven by investment income and valuation gains, while charitable expenditure totaled £39.0 million. The trustees consider reserves to be at a level that enables them to plan with confidence for the future.

What the accounts disclose

Highest-paid employee band: £140,001 - £150,000 — above the median for charities its size (£125k)
One employee received emoluments between £140,000 and £150,000. — page 27
Per its FY2025 accounts as filed with the Charity Commission.
Employees paid over £60,000: 5
One employee received emoluments between £140,000 and £150,000. One employee received emoluments between £90,000 and £100,000. One employee received emoluments between £80,000 and £90,000. Two employees received emoluments between £60,000 and £70,000. — page 27
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: at least £50 million in cash and short-dated gilts (held: £961.7m)
The trustees consider it prudent to have liquid assets within investments to cover a significant proportion of planned expenditure. They have agreed that at least £50 million should be retained in a combination of cash and short-dated gilts.
Per its FY2025 accounts as filed with the Charity Commission.
Payments to trustees: Annual consultancy fees of £48,000 were paid to academic trustees.
annual consultancy fees of £48,000 (2024: £37,500) were paid to academic trustees in connection with the work they undertook in advising on applications to the Foundation — page 27
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by UHY Hacker Young LLP.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£26.9m
Total spending
£41.5m
Cost of raising funds
£2.4m
Reserves (reported)
£961.7m
Employees
12

Register events

Trustees

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

Operates in: Northern Ireland · Scotland

Income and spending

Financial year endIncomeSpending
31/03/2025£26.9m£41.5m
31/03/2024£25.8m£46.7m
31/03/2023£23.5m£41.7m
31/03/2022£20.4m£40.5m
31/03/2021£18.8m£38.6m

Common questions

Is THE WOLFSON FOUNDATION financially healthy?

The accounts state that the Wolfson Foundation held total net assets of £961.7 million, with all assets held in unrestricted funds. The charity reported a positive return on assets of £52.6 million, driven by investment income and valuation gains, while charitable expenditure totaled £39.0 million. The trustees consider reserves to be at a level that enables them to plan with confidence for the future. Its FY2025 accounts were audited by UHY Hacker Young LLP.

What does the highest-paid employee of THE WOLFSON FOUNDATION earn?

Per its FY2025 accounts, the highest-paid employee was in the £140,001 - £150,000 band, and 5 employees earned over £60,000.

Who funds THE WOLFSON FOUNDATION?

Funders whose own accounts filings name THE WOLFSON FOUNDATION as a grant recipient include CHICHESTER CATHEDRAL RESTORATION AND DEVELOPMENT TRUST CIO, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST.WILFRID, GRAPPENHALL, CHELSEA ACADEMY FOUNDATION.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
BENESCO CHARITY LIMITED1£15.2m

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE WOLFSON FAMILY CHARITABLE TRUST.