What is the financial size of THE WOLFSON FAMILY CHARITABLE TRUST?

THE WOLFSON FAMILY CHARITABLE TRUST is classified as a large charity. In the latest financial year, they reported a total income of £1,199,428 and total expenditure of £1,811,634.

How does THE WOLFSON FAMILY CHARITABLE TRUST allocate its spending?

For every pound spent, approximately 94.1% goes directly to charitable activities. The remaining 5.9% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.8%).

What is the workforce structure of THE WOLFSON FAMILY CHARITABLE TRUST?

THE WOLFSON FAMILY CHARITABLE TRUST employs 4 staff members and is supported by 0 volunteers.

Does THE WOLFSON FAMILY CHARITABLE TRUST receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does THE WOLFSON FAMILY CHARITABLE TRUST pay its trustees?

Yes, the latest data indicates that one or more trustees receive payments or personal benefits from the charity.

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THE WOLFSON FAMILY CHARITABLE TRUST

#228382

Trust•Large•Registered

www.wolfson.org.uk

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.

Registered address

8 QUEEN ANNE STREET, LONDON, W1G 9LD

Latest HighlightsFY 2024

Income

All sources

£1,199,428

Expenditure

All activities

£1,811,634

Net Reserves

Unrestricted funds

£45,899,158

Total Assets

Gross assets

£48,637,426

Working Capital

Liquidity

£-1,994,449

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

304.0 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

10.4%

Median: 7.4%Around typical

Spending Efficiency

94.1%

Median: 97.8%Around typical

Income Concentration

100.0%

Median: 87.9%Below typical

Fundraising ROI

11.1x

Median: 19.2xAround typical

Income Volatility

36.0%

Median: 20.6%Around typical

Self-Generated Income

100.0%

Median: 82.9%Top quartile

3-Year Income CAGR

-7.2%

Median: 7.8%Below typical

Efficiency & Health

Charitable Spending

94.1%

Fundraising Eff.

% income retained

11.1%

Governance Cost

% of expenditure

9.0%

Grant Making

% given away

90.4%

Debt Ratio

% of assets

5.6%

Survival Ratio

Months of reserves

304.0 months

Income Profile

Donations & Legacies

% of income

Government Reliance

% of income

Largest Source

Primary income

Investments

Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

10.4%↑

Income CAGR (3yr)

Compound growth

-7.2%

Volatility

High Volatility

36.0%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£299,857

Trustee Benefits

Payments to trustees

Yes

High Earners

Earning over £60k

25%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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