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Data for financial year ending 31 March 2018

The Wolfson Family Charitable Trust

  • Income

    £882.0K

  • Spending

    £1.6M

  • Status

    Up-to-date

Charity no. 228382

Contact details

Public address

  • 8 Queen Anne Street, London, W1G 9LD

Aims & activities

The objectives of the Trust, through its grant-making, are the advancement of science and medicine, health and disability, education, the arts and humanities. The Trust pursues these activities, usually by the provision of buildings and equipment.

What the charity does

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

Who the charity helps

  • Elderly/old people
  • People with disabilities
  • The general public/mankind

How the charity works

  • Makes grants to organisations

Income and Endowments:

£882.0K

* £-1.0M investment gains(losses)

Expenditure:

£1.6M

Assets and liabilities

  • £0.0K Own use assets
  • £36.4M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £1.3M Other assets
  • £3.2M Total liabilities
Financial history
Compliance history

Charitable spending ratios

186%
95%
0%

Charitable objects

GENERAL CHARITABLE PURPOSES AT THE TRUSTEES DISCRETION, HAVING SPECIAL REGARD TO MEDICAL RESEARCH, EDUCATION AND RELIGION.

Governing document

TRUST DEED DATED 30TH MARCH 1958 AMENDED 9TH DECEMBER 1988 AND 29TH JANUARY 1999

Area of benefit

National And Foreign

Organisation type

Standard registration

Policies

Risk management
Investment
Conflicts of interest
Complaints handling
Paying staff
  • 9 Trustees
  • 4 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Martin Paisner Cbe Ma Llm British Friends Of Reuth Up-to-date
Devonshire Street Charitable Foundation Up-to-date
Hadassah Medical Relief Association U.K. Up-to-date
Janet Wolfson De Botton Charitable Trust Up-to-date
Oxford Centre For Hebrew And Jewish Studies Up-to-date
Shaare Zedek Uk Up-to-date
The Ab David Charity Up-to-date
The Adler Trust Up-to-date
The Adrienne And Leslie Sussman Charitable Trust Up-to-date
The American Jewish Joint Distribution Committee (Uk ) Trust Up-to-date
The Barnett And Sylvia Shine No 2 Charitable Trust Up-to-date
The Bluston Charitable Settlement Up-to-date
The Cissie Rosefield Charitable Trust Up-to-date
The Covenant And Conversation Trust Up-to-date
The Denise Cohen Charitable Trust Up-to-date
The Edith And Ferdinand Porjes Charitable Trust Out-of-date
The Kesztenbaum Family Charitable Trust Out-of-date
The Latchman Family Charitable Trust Up-to-date
The Marcus Margulies Charitable Trust Up-to-date
The Paisner Charitable Trust Out-of-date
The Peter Cruddas Foundation Up-to-date
The Phillips And Rubens Charitable Trust Up-to-date
The Potel Charitable Trust Up-to-date
The Rosenblatt Family Charitable Trust Up-to-date
The Ruth And Jack Lunzer Charitable Trust Up-to-date
The Schmidt-Bodner Charitable Trust Out-of-date
The Shirley Young Charitable Trust Up-to-date
The Sir Sigmund Sternberg Charitable Foundation Up-to-date
The Stella And Alexander Margulies Charitable Trust Up-to-date
The Sybil Shine Memorial Trust Up-to-date
The Weizmann Institute Foundation Up-to-date
Worcester College Oxford Endowment Trust Up-to-date
Yoni Jesner Foundation Up-to-date
Sir Ian Gainsford The Maurice And Vivienne Wohl Philanthropic Foundation Up-to-date
The Maurice And Vivienne Wohl Philanthropic Foundation Recently registered
The Maurice Wohl Charitable Foundation Up-to-date
Sir Bernard Anthony Rix The Razumovsky Trust Up-to-date
Sir Eric Albert Ash The Wolfson Foundation Up-to-date
The Hon Mrs Laura Helen Wolfson Townsley (Chair) The Wolfson Foundation Up-to-date
Dame Janet Frances Wolfson De Botton Dbe The Wolfson Foundation Up-to-date
Lord Turnberg Md Frcp None on record
The Hon Mrs Elizabeth Wolfson Peltz None on record
Alexandra Jane Wolfson Halamish None on record

Areas of operation

List of regions

  • Northern Ireland
  • Scotland
  • Throughout England And Wales