THE WOLFSON FAMILY CHARITABLE TRUST

Registered charity 228382 · accounts filings on the Charity Commission register · listed website unreachable when last crawled

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.

What the accounts disclose

Highest-paid employee band: £90,001 - £100,000 — above the median for charities its size (£76k)
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.
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.

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).

Trustees

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?

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.

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