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UK Endowment-Backed Charities
UK charities with 20%+ investment income. Strong endowment or investment portfolio.
UK charities with 20%+ investment income. Strong endowment or investment portfolio.
Charity | CAGR (3yr) | Income | Expenditure | Reserves | Assets | ||
|---|---|---|---|---|---|---|---|
| GARFIELD WESTON FOUNDATION #230260· Major | 25.3% | £165M | £131M | £70M | £8,887M | ||
| THE LEVERHULME TRUST #1159154· Major | 2.9% | £104M | £118M | £4,006M | £4,336M | ||
| SUTL CAZENOVE CHARITY NON-UCITS FUND #1178342· Major | 67.3% | £51M | £10M | £0 | £2,485M | ||
| THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND) #249958· Major | -0.2% | £48M | £52M | £6M | £751M | ||
| BLACKROCK CHARITIES FUNDS #1182766· Major | -4.5% | £37M | £5M | £0 | £1,021M | ||
| THE WOLFSON FOUNDATION #1156077· Major | 9.7% | £27M | £41M | £962M | £1,047M | ||
| CHRISTIAN VISION #1031031· Major | -11.4% | £26M | £21M | £428M | £435M | ||
| MOONDANCE FOUNDATION #1139224· Major | -32.1% | £24M | £24M | £50M | £518M | ||
| THE ROTHERWICK FOUNDATION #1058900· Major | — | £24M | £26M | £0 | £57M | ||
| THE NESTA TRUST #1144683· Major | 22.1% | £17M | £36M | £0 | £424M | ||
| CHARITY ASSETS TRUST #1146166· Major | 77.6% | £17M | £5M | £0 | £557M | ||
| THE DULWICH ESTATE #312751· Major | 6.7% | £15M | £15M | £0 | £392M | ||
| JOHN LYON'S CHARITY #237725· Major | -0.5% | £12M | £21M | £3M | £393M | ||
| FIA FOUNDATION #1088670· Large | 26.0% | £9M | £19M | £402M | £414M | ||
| M&G MULTI-ASSET FUND FOR CHARITIES #1184314· Large | 9.4% | £9M | £10M | £378K | £223M | ||
| THE TUDOR TRUST #1105580· Large | 21.8% | £9M | £13M | £226K | £240M | ||
| THE EXILARCH'S FOUNDATION #275919· Large | 3.9% | £8M | £8M | £23M | £109M | ||
| EPWORTH INVESTMENT FUNDS FOR CHARITIES #1182845· Major | — | £8M | £542K | £0 | £305M | ||
| SUTL CAZENOVE CHARITY UCITS FUND #1178343· Large | -8.7% | £7M | £651K | £0 | £125M | ||
| THE THOMPSON FAMILY CHARITABLE TRUST #326801· Large | -2.6% | £6M | £8M | £82M | £94M | ||
| GERSON BERGER ASSOCIATION LIMITED #313122· Large | 15.5% | £6M | £5M | £278K | £49M | ||
| THE ERANDA ROTHSCHILD FOUNDATION #255650· Large | 3.8% | £6M | £8M | £27M | £153M | ||
| KHOO TECK PUAT UK FOUNDATION #1142788· Large | 2.6% | £6M | £3M | £9M | £122M | ||
| COVENT GARDEN IP LTD #1185976· Large | -1.4% | £5M | £2M | £155M | £158M | ||
| SHULEM B. ASSOCIATION LIMITED #313654· Large | 6.4% | £5M | £6M | £0 | £81M | ||
| THE GOSLING FOUNDATION LIMITED #326840· Large | 4.8% | £5M | £5M | £80M | £190M | ||
| THE MICHAEL UREN FOUNDATION #1094102· Large | -67.2% | £5M | £11M | £0 | £244M | ||
| CHALFORDS LIMITED #287322· Large | 12.9% | £4M | £8M | £59M | £80M | ||
| DAME ALICE OWEN'S FOUNDATION #312703· Large | 9.8% | £4M | £4M | £8M | £112M | ||
| THE E P A CEPHALOSPORIN FUND #309698· Large | 4.6% | £4M | £5M | £0 | £114M | ||
| THE SALVATION ARMY OFFICERS' PENSION FUND #230791· Large | -30.0% | £4M | £10M | £241M | £241M | ||
| THE JORDAN CHARITABLE FOUNDATION #1051507· Large | -46.0% | £4M | £5M | £151M | £159M | ||
| P F CHARITABLE TRUST #220124· Large | 14.8% | £4M | £3M | £1M | £158M | ||
| THE JANE HODGE FOUNDATION #216053· Large | -13.3% | £4M | £4M | £31M | £58M | ||
| THE RUFFORD FOUNDATION #1117270· Large | -4.7% | £4M | £4M | £120M | £121M | ||
| THE WARDENS AND ASSISTANTS OF ROCHESTER BRIDGE IN THE COUNTY OF KENT #207100· Large | 4.5% | £4M | £7M | £132M | £135M | ||
| HABERDASHERS' CHARITIES INVESTMENT POOL #1097691· Large | 44.6% | £4M | £32M | £175M | £176M | ||
| WISEHEIGHTS LIMITED #294229· Large | 0.5% | £4M | £4M | £469K | £41M | ||
| THE BRITISH FRIENDS OF MASAT MOSHE #1078520· Large | -5.8% | £4M | £620K | £4M | £4M | ||
| CHK Foundation #1050900· Large | 3.2% | £3M | £7M | £998K | £171M | ||
| KUSUMA TRUST UK #1126983· Large | -0.5% | £3M | £7M | £4M | £535M | ||
| JOHN SWIRE 1989 CHARITABLE TRUST #802142· Large | -18.3% | £3M | £3M | £0 | £82M | ||
| M&G CHARIBOND CHARITIES FIXED INTEREST FUND #1184315· Large | 41.9% | £3M | £4M | £277K | £79M | ||
| THE NGT FOUNDATION #1064635· Large | 8.8% | £3M | £4M | £4M | £41M | ||
| SIR THOMAS WHITE'S CHARITY #218626· Large | 4.9% | £3M | £3M | £0 | £96M | ||
| LONIA LIMITED #282336· Large | 16.1% | £3M | £5M | £48M | £58M | ||
| Bernard Sunley Foundation #1109099· Large | 3.6% | £3M | £6M | £168M | £174M | ||
| DAVID TANNEN CHARITABLE TRUST #280392· Large | -0.9% | £3M | £3M | £12M | £58M | ||
| SANBRI LTD #1167950· Large | 50.7% | £3M | £694K | £10M | £35M | ||
| THE BEIT TRUST #232478· Large | 4.5% | £3M | £4M | £131M | £132M |
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