THE WOLFSON FOUNDATION
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Cash
£307k
+31.2% vs 2024
Net assets
£962m
+1.4% vs 2024
Employees
12
0% vs 2024
Profit before tax
—
Period ending 2025-03-31
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · Δ = latest vs prior filed period · latest reflected 2025-03-31
| Metric | Trend | 2024-03-31 | 2025-03-31 | Δ vs prior |
|---|---|---|---|---|
| Turnover | £25,762,000 | £26,900,000 | +4.4% | |
| Operating profit | — | — | — | |
| Profit before tax | — | — | — | |
| Net profit | £66,208,000 | £13,597,000 | -79.5% | |
| Cash | £234,000 | £307,000 | +31.2% | |
| Total assets less current liabilities | £992,860,000 | £1,003,256,000 | +1% | |
| Net assets | £948,057,000 | £961,654,000 | +1.4% | |
| Equity | £948,057,000 | £961,654,000 | +1.4% | |
| Average employees | 12 | 12 | 0% | |
| Wages | £704,000 | £744,000 | +5.7% | |
| Directors' remuneration | £44,145 | £61,452 | +39.2% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-03-31 | 2025-03-31 |
|---|---|---|---|
| Net margin | — | 50.5% | |
| Gearing (liabilities / total assets) | 8.6% | 8.2% |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Margin ratios are hidden where reported turnover is too small relative to profit to yield a meaningful figure — typical of holding companies whose income is mostly subsidiary dividends rather than trading revenue. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- UHY Hacker Young LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The trustees consider that as the finances are based on a long-term endowment there are no material uncertainties about the Foundation's ability to continue as a going concern. This is further reflected in the positive results for the period.”
Significant events
- “In January 2025, the Wolfson Foundation launched a new Strategic Framework to cover the period from 2025 to 2029”
- “The markets since March 2025 have been subject to significant fluctuation but losses sustained in April 2025 have since been recovered.”
- “As at 31 March 2025, cash and gilts in the portfolio totalled £59.1 million (5.7% of the total portfolio). A further £100 million was held in short term holdings pending significant longer term investment decisions”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
13 active · 5 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| RAMSBOTTOM, Paul Benjamin | Secretary | 2014-06-05 | — | — |
| BERMAN, Allegra | Director | 2021-10-01 | Aug 1971 | British |
| BORYSIEWICZ, Leszek, Sir | Director | 2023-06-01 | Apr 1951 | British |
| CANNADINE, David Nicholas, Professor Sir | Director | 2014-03-06 | Sep 1950 | British |
| LEE, Hermione, Dame | Director | 2014-03-06 | Feb 1948 | British |
| MARKS, Rebecca Sarah | Director | 2015-12-01 | Apr 1974 | British |
| PEPPER, Michael, Sir | Director | 2014-03-06 | Aug 1942 | British |
| ROTHWELL, Nancy Jane, Professor Dame | Director | 2026-01-01 | Oct 1955 | British |
| THOMAS, Jean Olwen, Dame | Director | 2014-03-06 | Oct 1942 | British |
| TURNBERG, Leslie Arnold, Lord | Director | 2014-03-06 | Mar 1934 | British |
| WOLFSON DE BOTTON, Janet Frances, The Hon Mrs | Director | 2014-03-06 | Mar 1952 | British |
| WOLFSON TOWNSLEY, Charles Ralph | Director | 2018-08-31 | Jun 1984 | British |
| WOLFSON TOWNSLEY, Laura Helen, The Hon Mrs | Director | 2014-03-06 | Jun 1954 | British |
Show 5 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ASH, Eric Albert, Professor Sir | Director | 2014-03-06 | 2019-06-13 |
| MCCOLL OF DULWICH, Ian, Lord | Director | 2014-03-06 | 2021-06-10 |
| RATCLIFFE, Peter John, Sir | Director | 2015-04-01 | 2024-12-31 |
| WEATHERALL, David John, Sir | Director | 2014-03-06 | 2015-03-31 |
| WOLFSON DAVIS, Deborah, The Hon Mrs | Director | 2014-03-06 | 2018-08-31 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 38 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-02-16 | AA01 | accounts | Change account reference date company current shortened | |
| 2026-01-23 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-02 | AA | accounts | Accounts with accounts type full | |
| 2025-03-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-02-19 | TM01 | officers | Termination director company with name termination date | |
| 2024-12-17 | AA | accounts | Accounts with accounts type full | |
| 2024-03-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-12-21 | AA | accounts | Accounts with accounts type full | |
| 2023-07-26 | AP01 | officers | Appoint person director company with name date | |
| 2023-03-07 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-12-19 | AA | accounts | Accounts with accounts type full | |
| 2022-03-08 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-12-17 | AA | accounts | Accounts with accounts type full | |
| 2021-10-18 | TM01 | officers | Termination director company with name termination date | |
| 2021-10-18 | AP01 | officers | Appoint person director company with name date | |
| 2021-03-09 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2020-12-17 | AA | accounts | Accounts with accounts type full | |
| 2020-04-23 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2019-12-13 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- Capital events
- 0
- Officers appointed
- 1
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.