WS Epworth Investment Funds for Charities

Analysis

WS Epworth Investment Funds for Charities is a registered charity in England and Wales, based in Leeds. It was registered in April 2019, 7 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable trust. It says it other charitable activities.

In the financial year ending October 2025, WS Epworth Investment Funds for Charities reported income of £31.6m and spending of £516k, leaving 98% of income unspent that year. Across the 5 years on record, from October 2021 to October 2025, income grew from £17.2m to £31.6m (+84%), an average of +16% a year. The sharpest change came in the year to October 2024, when income rose by 366%. Over the whole period it spent 4.3% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, WS Epworth Investment Funds for Charities sits at the 100th percentile: it is one of the largest 1% in its cause. Against every charity in England and Wales with reported income it ranks in the 100th percentile. Charities of a similar size with the same main cause include Goldman Sachs Gives (UK) (£27.5m), Community Foundations for Lancashire and Merseyside (£32.2m) and The Gaudio Family Foundation (UK) Limited (£25.7m).

In its latest detailed accounts, income came from investments 96%. Charitable activities took 0.0% of spending and raising funds 100%. It employed 1 people.