WELLINGTON MANAGEMENT UK FOUNDATION

Registered charity 1167369 · accounts filings on the Charity Commission register

Providing Educational Grants for economically disadvantaged youth.

Objects

THE OBJECTS OF THE FOUNDATION ARE THE FURTHERANCE OF SUCH CHARITABLE PURPOSE OR CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SEE FIT.

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 · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Westminster, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The charity reported unrestricted reserves of £79,287 as of 31 December 2025, an increase from the previous year's £61,797. The trustees state there is no minimum level of reserves policy, as grant values are determined by available funding. The accounts were prepared on a going concern basis, with the trustees expressing reasonable expectation of adequate resources for the foreseeable future.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). 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.

• Bullying and harassment 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
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• Wellington Foundations — “The Wellington Foundations support programs and organizations seeking to close the opportunity and achievement gaps for youth and young adul…” (source page)
• Wellington Management Foundations — “Wellington provides global support to programs and organizations that are helping to improve education and educational opportunities for you…” (source page)
• Wellington Management Foundation — “The Wellington Management Foundation and Wellington Management UK Foundation are both independent corporate foundations, supported by Wellin…” (source page)
• Wellington Management UK Foundation — “The Wellington Management Foundation and Wellington Management UK Foundation are both independent corporate foundations, supported by Wellin…” (source page)

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~1.2 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (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: 0.3% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• James Stollchair
• Ali Towfighi
• Anna Hoddinott
• Anna Lunden
• Antony Christofi
• JOANNE CAREY
• Rajvinder Virdee
• Supriya Menon
• Thomas Horsey

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with LUBAVITCH EDUCATION TRUST.

• LUBAVITCH EDUCATION TRUST income £311k
• WILLINGTOTS income £78k
• WILLAND PRE-SCHOOL income £650k
• MILLFIELD FOUNDATION income £244k
• WYCOMBE MULTICULTURAL ORGANISATION income £183k
• THE WILL HOUGHTON FOUNDATION income £47k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.