The Charles Wolfson Charitable Trust

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The Charles Wolfson Charitable Trust is a UK grant making charity controlled by one branch of the wealthy Wolfson family. The charity was created by a Trust Deed dated 14 July 1960 and was registered as a UK charity on 8 January 1965. [1] As at 8 July 2010 the trustees were Thatcher's former Chief of Staff David Wolfson, his two sons Simon and Andrew, and Sara Leven. [2] The Trust's original founder, Charles Wolfson, was David Wolfson's father [3] and the brother of Isaac Wolfson who was chairman of Great Universal Stores and co-founder of the separate Wolfson Foundation. [4]

Funding

The Charles Wolfson Charitable Trust provided a total of £45,000 to Civitas between 2006 and 2008.[5]. The Charles Wolfson Charitable Trust provided £75,000 to Policy Exchange in 2007[6] and £143,666 in 2008.[7] The Trust’s donations are not declared in its 2009 or 2010 accounts.

The Trust paid £75,000 to Policy Exchange in 2011 and £601,000 in 2012.[8] In 2013, Policy Exchange refunded £63,040. These payments were recorded as related party transactions because Lord Wolfson of Apsley Guise was a Policy Exchange trustee.[9]

The trust has funded other right-wing think-tanks including Civitas, the Social Affairs Unit, the Institute of Economic Affairs and the Adam Smith Research Trust[10] and has also funded pro-Israel groups like the Israel-Diaspora Trust and the Anglo-Israel Association.[11]

In 2003 the Guardian newspaper reported:

The Charles Wolfson Charitable Trust made payments of £220,000 in 2000-01, and £230,000 the previous year, to a firm of solicitors of which trustee John Franks was a consultant. Lord Wolfson of Sunningdale, another trustee, said that Franks did not receive any remuneration for the work done on behalf of the charity and that the work of the law firm was costed against other firms. "We discussed this recently with the charity commission, as part of one of their random visits, and they were satisfied that this was an arm's-length transaction," said Wolfson.[12]
Grant recipients of the Charles Wolfson Charitable Trust in £ sterling
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Total (£)
Medical research & facilities
Action on Hearing Loss 57,732 57,732
Alzheimer's Society 60,677 60,677
Acquired Aphasia Trust 5,000 5,000
Addenbrooke's Charitable Trust 500,000 500,000
Anna Freud National Centre 250,000 250,000
Arthritis Research UK 50,400 50,400
Asthma UK 25,000 50,000 75,000
Barts and the London Charity 375,000 375,000 750,000
Barts Cancer Centre of Excellence 54,400 54,400
Bath Institute of Medical Engineering 25,000 25,000
Beds and Northants Multiple Sclerosis Centre 3,700 3,700
British Diabetic Association 500 500
British Dyslexics 1,000 5,000 6,000
British Friends of Arad Medical Centre 10,000 10,000
British Friends of the Hebrew University 50,000 50,000
British Heart Foundation 1,000 2,000 3,000
British Stammering Society 1,000 1,000
Cancer Research UK 200 500 700
Cardiac Risk in the Young 59,861 59,861
Chai Cancer Care 2,500 3,000 83,100 75,000 163,600
Connect (Aphasia) 50,000 50,000
CORE 60,001 60,001
Cornwall Air Ambulance 50,000 50,000
Cure Parkinsons Trust 100,000 100,000 200,000 400,000
Cystic Fibrosis Trust 1,000 1,000
Diabetes UK 1,000 100,000 100,000 100,000 301,000
DIPEx 5,000 5,000
Evalina Childrens Hospital 50,000 50,000
Fight for Sight 64,928 54,124 119,052
Follicular Lymphoma Foundation 125,000 125,000
Foundation for the Study of Infant Deaths 5,000 5,000
Fund for Addenbrrokes 176,722 150,000 326,722
Hadassah UK 150,810 150,810
Heart Cells Foundation 300,000 300,000
Heartline Association 1,000 1,000 2,000
Hemi Help 2,000 2,000 2,000 6,000
High Blood Pressure Foundation 26,000 26,000
Hospital of St. John & St. Elizabeth 500 500
Imperial College London 250,000 250,000
Institute for Complementary Medicine 67,282 141,470 84,055 166,916 459,723
Institute of Orthopaedics 1,450 1,450
Jewish Association for the Mentally Ill 50,000 50,000
Juvenile Diabetes Research Foundation 87,899 88,097 175,996
Kings College London 77,000 270,000 52,108 82,666 62,334 544,108
King Edward VII's Hospital 5,000 5,000
Lee Smith Research Foundation 5,000 22,500 27,500
Leukaemia Research Fund 10,000 10,000
London School of Hygiene & Tropical Medicine 125,000 125,000
Manchester Foundation Trust 150,000 150,000 300,000
Marie Curie Cancer Care 1,000 1,000
Maudsley Charity Fundraising 666,667 666,667
Meningitis UK 60,000 60,000 120,000
Meningitis Now Foundation 60,000 60,000
MERU 2,000 2,000
MIND 500 500
MS Society 204,024 204,024
Multiple Sclerosis Resource Centre 2,000 2,000
Noahs Ark 7,500 7,500 5,000 150,000 170,000
Osteopathic Centre for Children 5,000 5,000
Oxford Foundation for Theoretical Neuro-Science 100,000 100,000
Oxford Radcliffe Hospitals Charitable Fund 5,000 5,000
Parkinsons Disease Society 50,000 50,000
Progressive Supranuclear Palsy 47,721 47,721
Prostate Cancer Research Centre 10,000 10,000
P.S.P. Association 47,000 47,000
Royal Botanical Gardens Kew 30,000 30,000
Royal Marsden Cancer Campaign 50,000 50,000
Royal Marsden Cancer Charity 875,000 875,000
Royal Marsden NHS Foundation Trust 875,000 875,000 875,000 2,625,000
Samantha Dickson Research Trust 44,521 44,521
Sir George Pinker Appeal 30,000 30,000
Special Care Baby Unit Fund Raising Society 1,000 1,000
Speech Language & Hearing Centre 10,000 5,000 10,000 25,000
Spinal Research 50,000 50,000
St Andrew's Group of Hospitals 50,000 50,000
St Marks Hospital Foundation 500 157,500 158,000
Tavistock Trust for Aphasia 5,000 5,000 10,000
Tsad Kadima 5,000 5,000
University College London 58,234 176,726 100,000 71,588 51,957 458,505
University of Edinburgh 100,000 100,000 200,000
University of Exeter 60,000 201,685 261,685
University of Liverpool 156,000 156,000
University of Oxford - pharmacology 70,000 28,368 98,368
University of Oxford - (Prof. Aziz) 189,873 189,873
University of Oxford - surgery 71,846 87,196 159,042
Weizmann UK 171,666 171,666
William Harvey Research Foundation 500 500
Grants made between £10,000 and £49,999 148,200 117,000 265,200
Grants made between £5,000 and £9,999 10,000 10,000
Grants made of less than £5,000 2,000 2,000
Education
Angela Ruskin University 19,910 19,910
Anglia Polytechnic University 18,000 18,000
Avondale Extra 1,000 2,000 3,000
Backup Trust 48,814 48,814
BEFORE Trust 25,000 25,000
Brasenose College 35,000 35,000
British Council 133,333 133,333 266,666
British Friends of Bar Ilan University 75,000 8,000 83,000
British Friends of the Ariel Institute 35,000 61,794 96,794
Broughton Jewish Primary School 100,000 100,000
Camden Arts Centre 50,000 50,000
Central Synagogue 168,122 168,122
CER 10,000 10,000
Chicken Shed Theatre Trust 5,000 1,000 2,000 8,000
Chief Rabbinate Charitable Trust 280,000 140,000 420,000
Clifton College 2,000 2,000
Dyson Perrins Museum Trust 5,000 3,000 8,000
Ellen Tinkham PTFA 25,000 25,000
ETGAR - re: London School of Economics 50,000 50,000
Federation of Synagogues 750 3,750 2,000 6,500
FSET Politeia 10,000 10,000
Hasmonean Primary School 33,112 180,000 213,112
Hertsmere Jewish High School Trust 1,000,000 1,000,000
Highbury Grove School 47,419 65,395 112,814
Holocaust Educational Trust 25,000 25,000 50,000 100,000
Huntingdon Foundation 250,000 125,000 375,000
Immanuel College 1,000 10,000 11,000
Imperial College 250,000 250,000
Institute for Policy Research 30,000 5,000 75,000 110,000
Institute of Economic Affairs 50,000 50,000 50,000 150,000
Jewish Interactive 75,000 75,000 75,000 225,000
Jewish Learning Exchange 10,000 15,000 125,000 50,000 125,000 325,000
Jewish Music Institute 500 6,000 6,500
Jews Free School 2,750 2,000 262,000 262,000 528,750
Jewish Schools Network 50,000 50,000
JFS Charitable Trust 2,000 2,000
Kisharon 89,392 50,000 139,392
London Jewish Cultural Centre 15,000 15,000 15,000 15,000 60,000
London School of Hygiene & Trop 125,000 125,000
London School of Jewish Studies 100,000 100,000 100,000 50,000 350,000
Mandelbaum Trust 15,000 15,000
March of the Living 95,000 95,000
Music in Secondary Schools Trust 350,000 350,000 350,000 350,000 350,000 1,750,000
National Holocaust Centre 50,000 50,000
Noam Primary School 200,000 200,000
North West London Hewish Day School 5,000 5,000
Norwood 400,000 200,000 600,000
Oxford Centre for Hebrew Studies 1,000 1,000
Partnership for Jewish Schools 103,350 75,000 178,350
Plumpton College 10,000 10,000
Policy Exchange 385,454 500,000 885,454
Priors Court Foundation 10,000 10,000
Radley Foundation 50,000 50,000
Rosh Pinah Jewish Primary School 20,000 20,000
Roundhouse Trust 50,000 1,000 51,000
School Aid 15,000 15,000
Side by Side 50,000 50,000
Street Action 67,000 67,000
Tikun 150,000 15,000 225,000 75,000 150,000 615,000
United Synagogue 100,000 5,000 53,920 158,920
Whitefield School 65,000 52,000 117,000
Wolfson Hillel Primary School 100,000 100,000
Yavneh College Trust 500,000 207,000 707,000
Yeshuas Chaim Synagogue 50,000 50,000 100,000
Yesodey Hatorah Trust 100,000 100,000
Grants made between £10,000 and £49,999 297,000 439,560 736,560
Grants made between £5,000 and £9,999 0
Grants made of less than £5,000 25,745 4,144 29,889
Welfare
Abbeyfield 2,000 2,000
Action for Kids 5,000 5,000
Adam Smith Research Trust 12,000 12,000
Aguda Israel Organisation of GB 4,750 2,500 7,250
AISH Hatorah 150,000 150,000 150,000 75,000 525,000
Ajex Charitable Trust 500 500
Amber Foundation 1,000 1,000
Anglo-Israel Association 5,000 5,000
Aspire 500 2,500 3,000
Barnet Youth Zone 66,400 66,400
Beis Yisroel Organisation 1,000 1,000
Beit Halochem 100,000 149,000 150,000 100,000 122,500 621,500
Bowles Rocks Trust 2,000 2,000
Breakaway 7,500 7,500
British Council 133,334 133,334
British Friends of the Jaffa Institute 5,000 1,000 6,000
British WIZO 1,000 1,000
Brondesbury Park Synagogue 750,000 750,000 1,500,000
Broughton Jewish Opportunity Fund 90,000 90,000
Business Opprtunities 250 250
Camp Simcha 50,000 50,000
Central School of Ballet 500 500
Central Synagogue General Charities Fund 10,000 10,000 12,000 32,000
Centre for Jewish Christian Relations 5,000 5,000
Chai Cancer Care 77,500 75,000 75,000 227,500
Changing Faces 1,000 1,000 2,000
Chelsea Pensioners Appeal 500,000 500,000
Children's Charity 75,000 75,000
Chief Rabbinate Trust 140,000 140,000
Churchill Lines Foundation 100,000 100,000
Civitas 10,000 20,000 25,000 55,000
Colfe's Charitable Trust 2,000 2,000
Community Security Trust 50,000 60,000 60,000 70,000 100,000 200,000 200,000 100,000 840,000
Conference of European Rabbis 300 300
Cornwall Community Foundation 4,000 4,000
Council for a Beautiful Israel 5,000 5,000 10,000
Council for Christians and Jews 45,000 40,000 85,000
Cricket Foundation 1,000 1,000
Cued Speech Association UK 10,000 10,000
Dalaid 75,000 75,000 50,000 200,000
Dame Vera Lynn Trust 10,000 10,000
Dogs for the Disabled 500 500
Duke of York Sports Foundation 10,000 10,000
Dunkirk Little Ships Restoration Trust 1,000 1,000
Eastside Young Leaders Academy 5,000 5,000
Edward Elgar Foundation 2,000 2,000
Elephant Family 1,000 1,000
Emunah 500 500
Fair Havens Hospice 750 750
Falkand Islands Memorial Chapel 10,000 10,000
Family Links 1,000 1,000
Fenely Family 2,000 2,000 4,000
Finchley Synagogue 87,000 87,000
Foundation and Friends of Royal Botanic Garedens Kew 41,000 41,000 41,000 123,000
Friends of Beit Issie Shapiro 10,000 10,000 20,000
Friends of Bnei Akiva 5,000 25,000 30,000 60,000
Friends of General Orphans Home for Girls - Jerusalem 4,750 2,500 7,250
Gurkha Welfare Trust 2,000 2,000
Hampstead Theatre 5,000 5,000 10,000
Hannah Levy House 5,000 5,000
HCPT The Pilgrimage Trust 500 500
Headway 1,500 1,500
Hillel Foundation 2,000 2,000
Historic Royal Palaces 50,000 50,000
Home Farm Trust 2,000 4,000 2,000 8,000
Hospital Kosher Meals Service 1,000 500 1,000 2,500
Hunt & Almshouse Charity 45,000 45,000
I. Rescue 5,000 5,000 5,000 15,000
Impakt Aid 20,000 20,000
Imperial War Museum 100,000 100,000
Institute for Policy Research 50,000 50,000 100,000
Institute of Economic Affairs 10,000 10,000 20,000 40,000
International Tiger Moth Charitable Trust 1,000 1,000
Israel Diaspora Trust 2,000 2,000 4,000
Jerusalem Foundation 5,000 5,000
Jewish Agency for Israel 50,000 50,000
Jewish Association for the Mentally Ill 500 500
Jewish Blind Society 55,000 55,000
Jewish Book Council 1,000 1,000
Jewish Care 350,000 350,000 350,000 413,000 405,000 400,000 400,000 400,000 3,068,000
Jewish Child's Day 500 500
Jewish Leadership Council 50,000 50,000 50,000 50,000 200,000
Jewish Marriage Council 1,000 500 1,500
Jewish Museum 50,000 50,000
JFS 500,000 500,000
JNF Givol 25,000 25,000
Kisharon 50,000 50,000
Lanaido UK 10,000 10,000
Level 2 Youth Project 1,000 1,000 2,000
Lifeline for the Old 5,000 5,000
Listening Books 5,000 5,000 10,000
London Zoo 10,000 10,000
Lord Lieutenants Fund for Youth in Cornwall 1,000 1,000
Lords Taverners 500 500
Maccabi GB 1,000 1,500 2,500
Magen David Adom 2,000 2,000
Maggs Day Centre 1,000 1,000
Mentor 10,000 10,000
Mudchute 2,000 2,000
National Childrens Orchestra of GB 1,000 1,000
National Missing Persons Helpline 67,000 67,000
National Youth Theatre of GB 500 500
Natural History Museum 1,000 1,000
Next Charitable Trust 100,000 100,000
Nightingale House Home for Aged Jews 150,000 150,000 100,000 100,000 100,000 600,000
North London Hospice 5,000 5,000 7,500 7,000 24,500
Norwood 10,000 10,000 102,000 205,000 327,000
Ohel Sarah 2,500 2,500 2,500 7,500
Outside Foundation 150,000 150,000
Outward Bound Trust 250 250
Padstow Sea Cadets 2,000 2,000
Peace Insight 1,000 1,000
Perdiswell Young Peoples Leisure Clubs 3,000 3,000 6,000
Policy Exchange 75,000 143,666 75,000 601,000 -63,040 128,000 414,650 70,000 283,700 385,454 100000 100,000 2,313,430
Primary Club 500 500
Queen Alexandra Hospital Home 5,000 5,000
Racing Welfare 1,000 5,000 6,000
Rainbow Trust 5,000 5,000
Remap 2,000 2,000
Richard House Children's Hospice 250 250
Royal Berkshire NHS Foundation Trust 49,000 49,000
Royal College of Music 2,000 2,000
RNLI 250 250
Safe Hounds 5,000 5,000
Shabaton Choir 5,000 2,000 7,000
Social Affairs Unit 10,000 10,000 20,000
SSAFA Forces Help Central Office 250 1,000 1,000 2,250
St. Elizabeth's Centre 5,000 5,000
St. Raphael's 1,000 1,000
Street Action 75000 75,000 150,000
Tikun 75,000 75,000
3C's Charity 500 500
Trinity College Holiday Scheme 2,000 2,000
United Jewish Israel Appeal (UJIA) 67,500 67,500
United Trusts 30,000 30,000 30,000 90,000
University Chaplaincy Board 1,000 1,000 2,000
Victory Services Club 10,000 10,000
Westminster Children's Society 10,000 10,000
Wheel Power 1,000 1,000
Wooden Spoon Society 500 500
World Jewish Relief 100,000 2,000 1,000 2,000 65,000 170,000
Yeshuas Chaim Synagogue 50000 50,000 100,000
Zoological Society of London 25,000 25,000
ZSV Trust 500 500 1,000
Grants made between £10,000 and £49,999 1,155,760 739,307 1,895,067
Grants made between £5,000 and £9,999 45,000 45,000
Grants made of less than £5,000 122,644 32,750 155,394
Other
Benevolent Aid Fund 250,750 89,500 340,250
Blond McIndoe Research 49,300 49,300
B'nai Brith Hillel Foundation (Bournemouth) 6,052 6,052
B'nai Brith Hillel Foundation (Leicester) 93,333 93,333
Charlie Waller Memorial Trust 50,000 50,000
Children's Trust 50,000 50,000
Jewish Educational Fund 304,000 304,000
Kings College Hospital 50,000 50,000
Child Bereavement Trust 21,125 21,460 21,984 24,125 88,694
Beth Jacobs School 25,000 25,000
Magen David Adom UK 100,000 100,000
Rentals foregone on charitably let properties
B'nai Brith Hillel 142,928 149,000 118,964 410,892
Family Welfare Association 18,750 21,000 22,000 22,000 83,750
Torah Teminah Primary School 17,500 17,500
Yakar Education Foundation 10,068 10,068

Missing data

In the following years the Trust did not give a breakdown of its grant funding: 2014, . The only data availabe on grants is dtaken from the 'related parties' section of the accounts.

Data Sources

People

Trustees

Contact

Charles Wolfson Charitable Trust
8/10 Hallam Street
London, W1W 6NS



See also


Notes

  1. ↑ Screengrab of Charity Commission, The Charles Wolfson Charitable Trust > Charity framework, created 8 July 2010
  2. ↑ Screengrab of Charity Commission, The Charles Wolfson Charitable Trust > Contact & trustees, created 8 July 2010
  3. ↑ ‘WOLFSON OF SUNNINGDALE’, Who's Who 2010, A & C Black, 2010; online edn, Oxford University Press, Dec 2009 ; online edn, Nov 2009, accessed 8 July 2010
  4. ↑ ‘WOLFSON, Sir Isaac’, Who Was Who, A & C Black, 1920–2008; online edn, Oxford University Press, Dec 2007, accessed 8 July 2010
  5. ↑ Charles Wolfson Charitable Trust Financial Statements 5 April 2006. Charles Wolfson Charitable Trust Financial Statements 5 April 2007. Charles Wolfson Charitable Trust Financial Statements 5 April 2008
  6. ↑ Charles Wolfson Charitable Trust, Financial statements 5 April 2007, p.23.
  7. ↑ Charles Wolfson Charitable Trust, Financial statements 5 April 2008, p.23.
  8. ↑ Financial Statements, Charles Wolfson Charitable Trust, 5 April 2012, p.20.
  9. ↑ Financial Statements, The Charles Wolfson Charitable Trust, 5 April 2013, p.20.
  10. ↑ Charles Wolfson Charitable Trust, Financial statements 5 April 2007, p.23-4. Charles Wolfson Charitable Trust, Financial statesments 5 April 2008, p.23.
  11. ↑ Charles Wolfson Charitable Trust, Financial statements 5 April 2007, p.23.
  12. ↑ Patrick McCurry, 'Matter of trust', The Guardian, 19 February 2003.
  13. ↑ Charles Wolfson Charitable Trust, Open Charities. Accessed 27 March 2014.
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