THE WOLFSON FOUNDATION logo

THE WOLFSON FOUNDATION

#1156077
Charitable companyMajorRegistered
www.wolfson.org.uk

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.

Latest HighlightsFY 2024

Income

All sources

£25,762,350
Expenditure

All activities

£46,705,764
Net Reserves

Unrestricted funds

£948,057,449
Total Assets

Gross assets

£1,036,882,834
Working Capital

Liquidity

£-43,788,396

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:
Reserve Runway
243.6 months
Median: 3.6 monthsTop quartile
Income Growth (1yr)
9.8%
Median: 8.2%Around typical
Spending Efficiency
95.2%
Median: 97.2%Around typical
Income Concentration
100.0%
Median: 87.1%Below typical
Fundraising ROI
11.8x
Median: 27.3xAround typical
Income Volatility
11.5%
Median: 13.4%Around typical
Self-Generated Income
100.0%
Median: 92.1%Top quartile
3-Year Income CAGR
11.1%
Median: 8.7%Around typical

Efficiency & Health

Charitable Spending
95.2%
Fundraising Eff.

% income retained

11.8%
Governance Cost

% of expenditure

3.4%
Grant Making

% given away

96.2%
Debt Ratio

% of assets

8.6%
Survival Ratio

Months of reserves

243.6 months

Income Profile

Donations & Legacies

% of income

0%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

9.8%
Income CAGR (3yr)

Compound growth

11.1%
Volatility

Stable

11.5%
Reserves Trend

Direction

Stable

Governance

Employees

Staff count

12
Volunteers

Volunteer count

0
Volunteer Ratio

Per staff member

0:1
Revenue/Employee

Per head

£2,146,863
Trustee Benefits

Payments to trustees

Yes
High Earners

Earning over £60k

33.3%

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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