The Helvellyn Foundation
Analysis
The Helvellyn Foundation is a registered charity in England and Wales, based in Wilmslow. It was registered in August 2020, 6 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable incorporated organisation (CIO). It says it makes grants to organisations.
In the financial year ending April 2025, The Helvellyn Foundation reported income of £750k and spending of £908k, spending 121% of what it took in. Across the 5 years on record, from April 2021 to April 2025, income grew from £188k to £750k (+300%), an average of +41% a year. The sharpest change came in the year to April 2022, when income rose by 133%. Over the whole period it spent 93% 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, The Helvellyn Foundation sits at the 94th percentile: it is larger than about 94% of them. Against every charity in England and Wales with reported income it ranks in the 92nd percentile. Charities of a similar size with the same main cause include The William Allen Young Charitable Trust (£741k), Keswick to Barrow Walk (£755k) and Aeonian Foundation (£734k).
In its latest detailed accounts, income came from donations and legacies 100%. Charitable activities took 100% of spending and raising funds 0.0%.
Income and spending
Where the income comes from
- Donations 100%
In the charity's own words
The Helvellyn Foundation is an independent grant-making foundation that is funded by the Holmes family. It provides grants to organisations that contribute to its vision of a world where nature is thriving and everyone cares for it. It was founded in March 2020 by Bill Holmes and his two daughters Lauren and Becky.
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| The William Allen Young Charitable Trust | London | £741k |
| Keswick to Barrow Walk | Ulverston | £755k |
| Aeonian Foundation | London | £734k |
| Joseph Levy Foundation | London | £757k |