The Wolfson Family Charitable Trust

Analysis

The Wolfson Family Charitable Trust is a registered charity in England and Wales, based in London. It was registered in November 1966, 60 years ago. Its declared purposes cover education/training, the advancement of health or saving of lives, disability and arts/culture/heritage/science, which this site groups under health and saving lives. Legally it is a charitable trust. It says it makes grants to organisations.

In the financial year ending March 2025, The Wolfson Family Charitable Trust reported income of £1.3m and spending of £2.3m, spending 183% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income fell from £1.5m to £1.3m (-15%), an average of -4.0% a year. The sharpest change came in the year to March 2022, when income dropped by 37%. Over the whole period it spent 164% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, The Wolfson Family Charitable Trust sits at the 91st percentile: it is larger than about 91% of them. Against every charity in England and Wales with reported income it ranks in the 95th percentile. Charities of a similar size with the same main cause include The Jusaca Charitable Trust (£1.3m), Humanitarian Aid Relief Trust (£1.3m) and Genesis Trust Bath (£1.3m).

In its latest detailed accounts, income came from investments 100%. Charitable activities took 89% of spending and raising funds 4.5%. Grants to other organisations totalled £2.0m. Reserves of £46.2m would cover about 222 months of spending at that rate. It employed 5 people.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.