The Charles Wolfson Charitable Trust
Large UK grant-making trust of the Wolfson family funding medicine, education and welfare
| The Charles Wolfson Charitable Trust
| |
|---|---|
| Type | Trust |
| Founded | 1965-01-08 (registered) |
| Registration ID | Registered charity 238043 |
| Headquarters | 4th Floor, Artillery House, Artillery Row, London, SW1P 1RT |
| Area served | Israel, Throughout England And Wales |
| Key people | Honourable Andrew Daniel Wolfson (chair) |
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]
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
- [ The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2005.
- [ The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2006.
- [ The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2007.
- [ The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2008.
- [ The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2009.
- [ The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2010.
- [ The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2011.
- [ The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2012.
- The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2014.
- The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2015.
- The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2016.
- The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2017.
- The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2018.
- The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2019.
- The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2020.
- The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2021.
- The Charles Wolfson Charitable Trust, Report and Financial Statements for the Year Ended 5 April 2022.
Objects and activities
The charity's registered objects read: "FOR GENERAL CHARITABLE PURPOSES WITH SPECIAL REGARD TO THE ENCOURAGEMENT OF MEDICAL AND SURGICAL STUDIES AND RESEARCH, THE GENERAL ADVANCEMENT OF MEDICAL AND SURGICAL SCIENCE, THE ADVANCEMENT OF EDUCATION OR CHILD WELFARE, THE ADVANCEMENT OF ANY RELIGION AND THE RELIEF OF POVERTY. (FOR FURTHER DETAILS SEE CLAUSES 3 AND 4 OF TRUST DEED)."[13]
The register describes its activities as: "Generating income from property and other investments in order to make grants to various registered charities including but not exclusively in the fields of medicine, education and welfare."[13]
Register classifications: General Charitable Purposes.[13]
Areas of operation recorded on the register: Israel, Throughout England And Wales.[13]
People
Trustees
Current trustees (Charity Commission register, October 2026)
Current trustees, with other charities on which the same register trustee ID appears:[13]
| Trustee | Appointed | Chair | Other trusteeships |
|---|---|---|---|
| Dr SARA LEVENE | not recorded | — | |
| The LORD SIMON ADAM WOLFSON | not recorded | — | |
| The Lord Jonathan Neil Mendelsohn | 2020-07-22 | Follicular Lymphoma Foundation (1185091); Franks Family Foundation (1114574); Hofenung Foundation (1196403); The Mendelsohn Family Charity (1214428) | |
| Deborah Sarah Edwards | 2020-07-22 | — | |
| Honourable Andrew Daniel Wolfson | 2020-10-14 | Yes | Beit Halochem UK (1146950); Benesco Charity Limited (269181); The Music in Secondary Schools Trust (1151662) |
Historical trustees (UK Government Web Archive)
| Capture date | Trustees listed | Source |
|---|---|---|
| 2021-01-07 | The Lord Jonathan Neil Mendelsohn (from 22 July 2020) – also trustee of Franks Family Foundation Follicular Lymphoma Foundation, Barnet Youth Zone; Honourable Andrew Daniel Wolfson – also trustee of The Music in Secondary Schools Trust, Benesco Charity Limited, Beit Halochem UK; Dr SARA LEVENE; Lord David Wolfson; The LORD SIMON ADAM WOLFSON; Deborah Sarah Edwards (from 22 July 2020) | [15] |
| 2021-07-07 | The Lord Jonathan Neil Mendelsohn (from 22 July 2020) – also trustee of Franks Family Foundation, Follicular Lymphoma Foundation, Barnet Youth Zone; Honourable Andrew Daniel Wolfson (chair) (from 14 October 2020) – also trustee of The Music in Secondary Schools Trust, Benesco Charity Limited, Beit Halochem UK; Dr SARA LEVENE; The LORD SIMON ADAM WOLFSON; Deborah Sarah Edwards (from 22 July 2020) | [16] |
Finances
| Financial year end | Income | Expenditure |
|---|---|---|
| 2021-04-05 | £5,873,979 | £5,435,774 |
| 2022-04-05 | £23,680,785 | £6,106,394 |
| 2023-04-05 | £15,668,119 | £5,528,342 |
| 2024-04-05 | £5,475,058 | £7,110,170 |
| 2025-04-05 | £3,479,200 | £6,052,522 |
Source: register annual-return history.[13]
Archived accounts
Accounts no longer on the live register were found in the UK Government Web Archive:
- Accounts for the year ended 05/04/2014[17]
- Accounts for the year ended 05/04/2015[18]
- Accounts for the year ended 05/04/2016[19]
- Accounts for the year ended 05/04/2017[20]
- Accounts for the year ended 05/04/2018[21]
Funding in Israel
- FY2025 group grants £6,028,915 by category (medicine/education/welfare); Israel is a register area of operation but individual Israel recipients are not named in the accounts.[22][13]
Israeli partners
Not named in FY2025 accounts (exemption from naming recipients cited).[22]
Activity beyond the Green Line and support for the IDF
Findings are graded by confidence. "Partner" findings concern the Israeli recipient organisation, not proven use of UK funds.
| Finding | Confidence |
|---|---|
| Not established – recipients not named.[22] | Low |
Support for the IDF: No IDF funding is stated. Grant recipients are not named in the FY2025 accounts (legal exemption cited).[22]
Controversies and regulatory action
- No Commission inquiry, Official Warning or Gazette insolvency notice was found.
- US filing. ProPublica Nonprofit Explorer lists "Charles Wolfson Charitable Tr" EIN 98-6093148 with city United Kingdom and income amount $2,484,679 on the filed return – consistent with a US reporting presence for the UK trust rather than a separate operating sister charity.[23]
Other registers and records
Scotland and Northern Ireland
No entry was found on the Scottish Charity Register for this charity (full register download of 14 October 2026 searched by name).[24] No entry was found on the Charity Commission for Northern Ireland register (API name searches returned zero results).[25]
The Gazette
Searches of The Gazette notice feeds (all notices, insolvency and company) for the charity's name found no insolvency, winding-up or strike-off notice; results were limited to Companies House filing lists.[26]
Grants recorded by 360Giving
No grants received or made by this charity are recorded in 360Giving data.[27]
Sanctions screening
The charity's name and the names of its current register trustees were screened against the UK Sanctions List and the OFSI Consolidated List. No match was found. Viatcheslav Moshe Kantor (UK sanctions ID RUS1127) does not appear among this charity's trustees or officers.[28]
Land and property
The register records that the charity does not own or lease land or property.[13] No title registers were purchased; the HM Land Registry interactive search blocked automated access.[29]
US counterparts (ProPublica Nonprofit Explorer)
| Organisation | EIN | Latest filing year | Revenue (US$) | Expenses (US$) |
|---|---|---|---|---|
| Charles Wolfson Charitable Tr[30] | 986093148 | 2024-12-01 | 2,484,679 | 0 |
These US organisations share the name or beneficiary of the UK charity; no financial flows between them and the UK charity were established.
Parliament
A search of Hansard for 'Charles Wolfson Charitable Trust' returned 0 contributions in total.[31]
Web archive
The UK Government Web Archive holds 2 archived Charity Commission register pages used in this profile (cited in the sections above). The 2021 archived full print showed the status "Charity reporting is up to date" and "Other regulators: No information available".[15]
Contact
- Charles Wolfson Charitable Trust
- 8/10 Hallam Street
- London, W1W 6NS
See also
Notes
- ↑ Screengrab of Charity Commission, The Charles Wolfson Charitable Trust > Charity framework, created 8 July 2010
- ↑ Screengrab of Charity Commission, The Charles Wolfson Charitable Trust > Contact & trustees, created 8 July 2010
- ↑ ‘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
- ↑ ‘WOLFSON, Sir Isaac’, Who Was Who, A & C Black, 1920–2008; online edn, Oxford University Press, Dec 2007, accessed 8 July 2010
- ↑ 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
- ↑ Charles Wolfson Charitable Trust, Financial statements 5 April 2007, p.23.
- ↑ Charles Wolfson Charitable Trust, Financial statements 5 April 2008, p.23.
- ↑ Financial Statements, Charles Wolfson Charitable Trust, 5 April 2012, p.20.
- ↑ Financial Statements, The Charles Wolfson Charitable Trust, 5 April 2013, p.20.
- ↑ Charles Wolfson Charitable Trust, Financial statements 5 April 2007, p.23-4. Charles Wolfson Charitable Trust, Financial statesments 5 April 2008, p.23.
- ↑ Charles Wolfson Charitable Trust, Financial statements 5 April 2007, p.23.
- ↑ Patrick McCurry, 'Matter of trust', The Guardian, 19 February 2003.
- ↑ 13.0 13.1 13.2 13.3 13.4 13.5 13.6 13.7 Charity Commission for England and Wales, Register of Charities public extract (tables charity, charity_trustee, charity_annual_return_history, charity_area_of_operation, charity_classification), extract dated 14 October 2026.
- ↑ Charles Wolfson Charitable Trust, Open Charities. Accessed 27 March 2014.
- ↑ 15.0 15.1 Register entry 238043, full print (capture of 20210107) UK Government Web Archive.
- ↑ Register entry 238043, full print (capture of 20210707) UK Government Web Archive.
- ↑ The Charles Wolfson Charitable Trust accounts, year ended 2014-04-05 UK Government Web Archive (capture of 20200103).
- ↑ The Charles Wolfson Charitable Trust accounts, year ended 2015-04-05 UK Government Web Archive (capture of 20200103).
- ↑ The Charles Wolfson Charitable Trust accounts, year ended 2016-04-05 UK Government Web Archive (capture of 20200103).
- ↑ The Charles Wolfson Charitable Trust accounts, year ended 2017-04-05 UK Government Web Archive (capture of 20200103).
- ↑ The Charles Wolfson Charitable Trust accounts, year ended 2018-04-05 UK Government Web Archive (capture of 20200103).
- ↑ 22.0 22.1 22.2 22.3 Charity Commission, The Charles Wolfson Charitable Trust (238043): accounts and annual returns Register of Charities; latest accounts downloaded 14 October 2026 ("PDF p." = page of the PDF file).
- ↑ ProPublica, Charles Wolfson Charitable Tr Nonprofit Explorer EIN 98-6093148 (United Kingdom; NTEE T22 Private Independent Foundations; income amount $2,484,679 in the filed return).
- ↑ Office of the Scottish Charity Regulator, Scottish Charity Register download OSCR, CharityExport-14-Oct-2026.csv, downloaded 14 October 2026; keyword search of charity names for the batch-2 charities found no matching Scottish registration of the same organisations (unrelated name collisions such as Open Door Edinburgh SC007315 were disregarded).
- ↑ Charity Commission for Northern Ireland, Register of charities search API CCNI, searched 14 October 2026 (keyword searches for each batch-2 charity name returned zero results).
- ↑ The Gazette: notices matching 'Charles Wolfson Charitable Trust' The Gazette, searched 14 October 2026.
- ↑ 360Giving API: grants received by GB-CHC-238043 360Giving, queried 14 October 2026.
- ↑ Foreign, Commonwealth and Development Office, UK Sanctions List (CSV); Office of Financial Sanctions Implementation, Consolidated List of Financial Sanctions Targets (ConList.csv). Screening of the current register trustees of the 25 batch-2 charities and the charity names, carried out 14 October 2026; no matches. Companies House officers and archived trustees were not included in this batch's screen. Viatcheslav Kantor (RUS1127) remains on the UK Sanctions List as previously noted.
- ↑ HM Land Registry, Search for land and property information GOV.UK – the service returned HTTP 403 (bot protection) to automated access on 14 October 2026; no titles were looked up or purchased. Candidate title numbers below come from the free CCOD / OCOD datasets (October 2026 release), not from paid title registers.
- ↑ Charles Wolfson Charitable Tr – Nonprofit Explorer ProPublica, viewed 14 October 2026.
- ↑ UK Parliament, Hansard search API: contributions matching 'Charles Wolfson Charitable Trust' Hansard, queried 14 October 2026 (Spoken and Written endpoints).