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

THE WOLFSON FAMILY CHARITABLE TRUST

Registered charity 228382 · accounts filings on the Charity Commission register

The objectives of the Trust, through its grant-making, are the advancement of science and medicine, health and disability, education, the arts and humanities. The Trust pursues these activities, usually by the provision of buildings and equipment.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£1.3m
Latest spending
£2.3m
Registered
1966
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust recorded a positive return on assets of £2.49 million, with total net assets standing at £46.2 million. The trustees consider reserves to be available at a level enabling them to plan with confidence for the future, supported by liquid assets of £3.8 million in cash and gilts. The independent auditors confirmed that there are no material uncertainties regarding the Trust's 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

Highest-paid employee band: £90,001 - £100,000 — in the top quarter for charities its size (median £70k)
“During the year, one employee received emoluments between £90,000 and £100,000.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.
Employees paid over £60,000: 1
“During the year, one employee received emoluments between £90,000 and £100,000.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.
Largest income source: Investments
“Investments 4 1,275 1,200” — page 12
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: at least £2.5 million in cash and short-dated gilts (held: £46.2m)
“They have agreed that at least £2.5 million should be retained in a combination of cash and short-dated gilts.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Consultancy fees paid to trustees
“As allowed by the trust deed, consultancy fees of £3,000 were paid to each of Lord Turnberg and Sir Michael Pepper (2024: £2,500 each to Lord Turnberg and Sir Michael Pepper) in connection with their work undertaken in advising on applications to the Wolfson Family Charitable Trust.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by UHY Hacker Young LLP. Discloses 6 of 6 completeness components.

Year-over-year changes

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

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

Total income
£1.3m
Total spending
£2.3m
Cost of raising funds
£113k
Reserves (reported)
£46.2m
Employees
5

Reported reserves equal ~237.9 months of spending — in the top quarter for charities its size (median 4.8 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: 8.9% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£1.3m£2.3m
31/03/2024£1.2m£1.8m
31/03/2023£1.1m£1.7m
31/03/2022£950k£1.7m
31/03/2021£1.5m£2.3m

Common questions

Is THE WOLFSON FAMILY CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the Trust recorded a positive return on assets of £2.49 million, with total net assets standing at £46.2 million. The trustees consider reserves to be available at a level enabling them to plan with confidence for the future, supported by liquid assets of £3.8 million in cash and gilts. The independent auditors confirmed that there are no material uncertainties regarding the Trust's ability to continue as a going concern. Its FY2025 accounts were audited by UHY Hacker Young LLP.

What does the highest-paid employee of THE WOLFSON FAMILY CHARITABLE TRUST earn?

Per its FY2025 accounts, the highest-paid employee was in the £90,001 - £100,000 band, and 1 employees earned over £60,000.

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£38.6m
CHICHESTER CATHEDRAL RESTORATION AND DEVELOPMENT TRUST CIO1£100k
THE HOUSING ASSOCIATIONS' CHARITABLE TRUST1£20k
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST.WILFRID, GRAPPENHALL1£6k
CHELSEA ACADEMY FOUNDATION1£5k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE WOLFSON FAMILY CHARITABLE TRUST£1.3m£90,001 - £100,0001unclear—no doubt
THE WOLFSON FOUNDATION FY2025£26.9m£140,001 - £150,0005unclear—no doubt
THE CHARLES WOLFSON CHARITABLE TRUST FY2025£3.5m—0unclear—no doubt
DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST FY2025£4.6m—0above—no doubt
Fischer Family Foundation FY2024£168k—0unclear—no doubt
HUMPHREY RICHARDSON TAYLOR CHARITABLE TRUST FY2025£638k—0unclear—no doubt

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