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The Charles Wolfson Charitable Trust

Registered · see notesRegistered charity number 238043LondonGrant-making and general purposes
Income£3.5m2025-04-05
Spending£6.1msame year
Spent / received56%5-year average
Size in its cause98th pctGrant-making and general purposes
Registered1965Trust
Employees0latest return

Analysis

The Charles Wolfson Charitable Trust is a registered charity in England and Wales, based in London. It was registered in January 1965, 61 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 makes grants to organisations, provides buildings/facilities/open space and sponsors or undertakes research.

In the financial year ending April 2025, The Charles Wolfson Charitable Trust reported income of £3.5m and spending of £6.1m, spending 174% of what it took in. Across the 5 years on record, from April 2021 to April 2025, income fell from £5.9m to £3.5m (-41%), an average of -12% a year. The sharpest change came in the year to April 2022, when income rose by 303%. Over the whole period it spent 56% 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 Charles Wolfson Charitable Trust sits at the 98th percentile: it is larger than about 98% of them. Against every charity in England and Wales with reported income it ranks in the 97th percentile. Charities of a similar size with the same main cause include John Ellerman Foundation (£3.4m), David Tannen Charitable Trust (£3.5m) and The Crucible Foundation (£3.4m).

In its latest detailed accounts, income came from charitable activities 79% and investments 21%. Charitable activities took 99% of spending and raising funds 0.7%. Grants to other organisations totalled £5.9m.

Data notes from the register: The latest annual return was received after its deadline.

Income and spending

£0£5.9m£11.8m£17.8m£23.7m2021 Income: £5,873,9792021 Spending: £5,435,77420212022 Income: £23,680,7852022 Spending: £6,106,39420222023 Income: £15,668,1192023 Spending: £5,528,34220232024 Income: £5,475,0582024 Spending: £7,110,17020242025 Income: £3,479,2002025 Spending: £6,052,5222025
IncomeSpending

Where the income comes from

  • Charitable activities 79%
  • Investments 21%

In the charity's own words

Generating income from property and other investments in order to make grants to various registered charities including but not exclusively in the fields of medicine, education and welfare.

Similar-sized charities, same cause

CharityLocationIncome
John Ellerman FoundationLondon£3.4m
David Tannen Charitable TrustLondon£3.5m
The Crucible FoundationBristol£3.4m
Age UK BarnetLondon£3.5m