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THE CHARLES WOLFSON CHARITABLE TRUST

Registered charity 238043 · accounts filings on the Charity Commission register

Latest income
£3.5m
Latest spending
£6.1m
Registered
1965
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Group reported a net surplus of £4,504,448 for the year ended 5 April 2025, driven by investment gains and income from property and investments. Total reserves increased to £183,987,255, with unrestricted general funds rising to £4,841,129, indicating sufficient liquidity to meet obligations as they fall due.

What the accounts disclose

Reserves policy: generate income to meet the costs of the maintenance and improvement to properties, and payment of grants as they fall due (held: £4.8m)
“The Group’s reserves policy has the objective to generate income to meet the costs of the maintenance and improvement to properties, and payment of grants as they fall due.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation to Policy Exchange
“The financial statements also include a donation of £250,000 to Policy Exchange (2024: £250,000) of which Lord Wolfson of Aspley Guise is also a Trustee” — page 30
“and the following donations to charities of which The Hon Andrew Wolfson is also a Trustee: £200,000 (2024: £350,000) to Music in Secondary Schools Trust” — page 30
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation to Music in Secondary Schools Trust
“The financial statements also include a donation of £250,000 to Policy Exchange (2024: £250,000) of which Lord Wolfson of Aspley Guise is also a Trustee” — page 30
“and the following donations to charities of which The Hon Andrew Wolfson is also a Trustee: £200,000 (2024: £350,000) to Music in Secondary Schools Trust” — page 30
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation to Beit Halochem UK
“The financial statements also include a donation of £250,000 to Policy Exchange (2024: £250,000) of which Lord Wolfson of Aspley Guise is also a Trustee” — page 30
“and the following donations to charities of which The Hon Andrew Wolfson is also a Trustee: £200,000 (2024: £350,000) to Music in Secondary Schools Trust” — page 30
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation to Follicular Lymphoma Foundation
“The financial statements also include a donation of £250,000 to Policy Exchange (2024: £250,000) of which Lord Wolfson of Aspley Guise is also a Trustee” — page 30
“and the following donations to charities of which The Hon Andrew Wolfson is also a Trustee: £200,000 (2024: £350,000) to Music in Secondary Schools Trust” — page 30
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Consultancy remuneration to Benesco Director
“The financial statements also include a donation of £250,000 to Policy Exchange (2024: £250,000) of which Lord Wolfson of Aspley Guise is also a Trustee” — page 30
“and the following donations to charities of which The Hon Andrew Wolfson is also a Trustee: £200,000 (2024: £350,000) to Music in Secondary Schools Trust” — page 30
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by BDO LLP.

Structured financials (annual return, FY ending 05/04/2025)

Total income
£3.5m
Total spending
£6.1m
Cost of raising funds
£41k
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Trustees

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

Operates in: Israel · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£3.5m£6.1m
05/04/2024£5.5m£7.1m
05/04/2023£15.7m£5.5m
05/04/2022£23.7m£6.1m
05/04/2021£5.9m£5.4m

Common questions

Is THE CHARLES WOLFSON CHARITABLE TRUST financially healthy?

The accounts state that the Group reported a net surplus of £4,504,448 for the year ended 5 April 2025, driven by investment gains and income from property and investments. Total reserves increased to £183,987,255, with unrestricted general funds rising to £4,841,129, indicating sufficient liquidity to meet obligations as they fall due. Its FY2025 accounts were audited by BDO LLP.

Who funds THE CHARLES WOLFSON CHARITABLE TRUST?

Funders whose own accounts filings name THE CHARLES WOLFSON CHARITABLE TRUST as a grant recipient include BENESCO CHARITY LIMITED.

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

Known funders

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

FunderYearAmount
BENESCO CHARITY LIMITEDFY2023£15.2m

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with WOLFSON HILLEL PRIMARY SCHOOL CHARITABLE TRUST.