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up-to-date

Data for financial year ending 31 March 2018

The Wolfson Foundation

  • Income

    £19.0M

  • Spending

    £33.3M

  • Status

    Up-to-date

Charity no. 1156077 Company no. 08927040

Contact details

Public address

  • The Wolfson Foundation, 8 Queen Anne Street, London, W1G 9LD

Aims & activities

The objectives of the Wolfson Foundation are grant-giving. On 4 April 2014, the operational activities and net assets of the Wolfson Foundation (a charitable trust, registered number 206495) passed to the Wolfson Foundation, charity number 1156077 (a charitable company). The accounts for the years ending 5 April 2014 and earlier can be viewed on the charity's website at www.wolfson.org.uk.

What the charity does

  • Education/training
  • The advancement of health or saving of lives
  • Disability
  • Religious activities
  • Arts/culture/heritage/science
  • Environment/conservation/heritage

Who the charity helps

  • Children/young people
  • Elderly/old people
  • People with disabilities
  • Other charities or voluntary bodies
  • The general public/mankind

How the charity works

  • Makes grants to individuals
  • Makes grants to organisations

Income and Endowments:

£19.0M

* £-19.3M investment gains(losses)

Expenditure:

£33.3M

Assets and liabilities

  • £0.0K Own use assets
  • £779.4M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £28.7M Other assets
  • £68.8M Total liabilities
Financial history
Compliance history

Charitable spending ratios

170%
5%
0%

Charitable objects

THE CHARITY IS ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT, WORLDWIDE, INCLUDING IN PARTICULAR (BUT NOT LIMITED TO): (A) THE ADVANCEMENT, PROMOTION AND SUPPORT OF SCIENCE AND MEDICINE, EDUCATION, THE ARTS AND HUMANITIES, HEALTH AND SUCH RELIGIONS AS ARE RECOGNISED AS CHARITABLE UNDER THE LAW OF ENGLAND AND WALES; PARTICULARLY BUT NOT EXCLUSIVELY BY: (I) THE PROMOTION OF EXCELLENCE IN ALL RELEVANT DISCIPLINES; (II) UNDERTAKING AND/OR FACILITATING RELEVANT RESEARCH AND DISSEMINATING THE USEFUL RESULTS OF THAT RESEARCH FOR THE PUBLIC BENEFIT; (III) THE PROVISION OF PHYSICAL FACILITIES FOR LEARNING, STUDY AND RESEARCH IN RELATION TO RELEVANT DISCIPLINES. (B) SUCH OTHER CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS THE TRUSTEE DIRECTORS MAY FROM TIME TO TIME DETERMINE.

Governing document

MEMORANDUM AND ARTICLES INCORPORATED 06/03/2014

Organisation type

Standard registration

Policies

Risk management
Investment
Conflicts of interest
Complaints handling
Paying staff
  • 12 Trustees
  • 8 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Lord Mccoll Of Dulwich Ms Frcs Facs Frcse Christian Responsibility In Public Affairs Up-to-date
Sir Eric Albert Ash The Wolfson Family Charitable Trust Up-to-date
The Hon Mrs Laura Helen Wolfson Townsley The Wolfson Family Charitable Trust Up-to-date
Professor Sir David Nicholas Cannadine Gladstone's Library Up-to-date
Dame Janet Frances Wolfson De Botton Dbe (Chair) The Wolfson Family Charitable Trust Up-to-date
Rebecca Sarah Marks The Imperial War Museum Foundation Up-to-date
The Tangent Charitable Trust Up-to-date
Lord Turnberg Of Cheadle Md Frcp Fmedsci Parliamentary Science And Techology Information Foundation Up-to-date
The Weizmann Institute Foundation Up-to-date
Professor Dame Jean Olwen Thomas Cbe Dbe Swansea University Up-to-date
Thriplow Charitable Trust Up-to-date
Dame Hermione Lee Cbe Frsl None on record
Sir Michael Pepper Frs Freng The Norman Cohn Charitable Trust Recently registered
West End Great Synagogue Up-to-date
Sir Peter Ratcliffe None on record
Charles Ralph Wolfson Townsley None on record

Areas of operation

List of regions

  • Northern Ireland
  • Scotland