Charity Accounts Intelreading the accounts so you don’t have to

THE QUILTER FOUNDATION

Registered charity 1175555 · accounts filings on the Charity Commission register · also known as THE OLD MUTUAL WEALTH FOUNDATION

The Quilter Foundation's vision is a society where everyone, regardless of age or background, has the skills and confidence to make informed financial decisions. We achieve this by helping organisations run programmes that empower people to plan and manage their money throughout their lives, through a combination of strategic partnerships and community-based grant programmes.

Causes: Other Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£671k
Latest spending
£444k
Registered
2017
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £9,987,011, which significantly exceed its total liabilities. Although the charity reports a net current liability position, the trustees confirm that liquid assets from investments can be withdrawn to meet obligations, ensuring no material uncertainty regarding its ability to continue as a going concern.

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

What the accounts disclose

Reserves policy: Expendable endowment to provide sufficient future income should there be an unforeseen change in donations (held: £10.0m)
“The expendable endowment consists of donations from Quilter plc and other funders, alongside gains and losses arising from the investment assets. The Trustees retain discretion to expend some or all of the endowment should they choose in order to achieve agreed charitable aims now or in the future.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donated administrative support services
“Quilter provides other administrative support totalling £180,442 (2024: £96,633) to the Foundation. The estimated value of these donated services is recognised within income as a donation, and an equivalent charge is included within expenditure as support costs.” — page 20
“The auditors’ remuneration of £6,469 (2024: £6,281), consists of fees in respect of the statutory audit and was borne by Quilter.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Audit fees borne by related party
“Quilter provides other administrative support totalling £180,442 (2024: £96,633) to the Foundation. The estimated value of these donated services is recognised within income as a donation, and an equivalent charge is included within expenditure as support costs.” — page 20
“The auditors’ remuneration of £6,469 (2024: £6,281), consists of fees in respect of the statutory audit and was borne by Quilter.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by PricewaterhouseCoopers LLP. Discloses 5 of 6 completeness components.

Public fundraising profile: JustGiving — The Quilter Foundation (matched by registered charity number).

Public profiles (found on the charity’s own website): facebook

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

Total income
£671k
Total spending
£444k
Cost of raising funds
£43k
Reserves (reported)
£10.0m
Employees
0

Per its annual return, largest income source: Donations and legacies (67% 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: 6.4% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Guernsey · Isle Of Man · Jersey · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2025£671k£444k
31/12/2024£931k£882k
31/12/2023£728k£448k
31/12/2022£709k£1.1m
31/12/2021£522k£507k

Common questions

Is THE QUILTER FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £9,987,011, which significantly exceed its total liabilities. Although the charity reports a net current liability position, the trustees confirm that liquid assets from investments can be withdrawn to meet obligations, ensuring no material uncertainty regarding its ability to continue as a going concern. Its FY2025 accounts were audited by PricewaterhouseCoopers LLP.

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
THE NEIGHBOURLY FOUNDATION1£1.6m
THE ROSELINE FOUNDATION1£1.0m
INTERNATIONAL RESCUE COMMITTEE, U.K1£738k
THE ERANDA ROTHSCHILD FOUNDATION1£669k
THE VARDY FOUNDATION1£615k
LOCAL TRUST1£614k
CRODA FOUNDATION1£399k
TRUST FOR LONDON1£246k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE QUILTERS' GUILD OF THE BRITISH ISLES.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE QUILTER FOUNDATION£671k—0above—no doubt
THE QUILTERS' GUILD OF THE BRITISH ISLES FY2025£679k—0below—no doubt
QUINTESSENTIALLY FOUNDATION FY2025£1.3m——unclear—no doubt
THE HARLEQUINS FOUNDATION FY2025£860k——below—no doubt
B&Q Foundation FY2026£2.8m—0unclear—no doubt
THE LANCASHIRE FOUNDATION FY2024£956k—0above—no doubt

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