Charles Wolfson Charitable Trust

EIN: 98-6093148

Charles Wolfson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $37.1M in total assets. In 2024, it made $3.5M in qualifying distributions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$37.1M

+0.4% YoY

Revenue

$2.5M

-44.5% YoY

Qualifying Distributions

$3.5M

-34.2% YoY

Expenses

$3.5M

-34.5% YoY

About Charles Wolfson Charitable Trust

Based on IRS filings

Charles Wolfson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $37.1M in total assets. In 2024, it made $3.5M in qualifying distributions.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$8M$12M$16M20202021202220232024
Metric202420232022
Total Assets$37,090,411$36,931,515$38,960,452
Revenue$2,484,679$4,474,806$14,919,335
Expenses$3,466,431$5,291,064$4,742,075
Qualifying Distributions$3,451,075$5,247,696$4,629,424
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$0.25$0.5$0.75$10 grants20200 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

0 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LORD WOLFSON OF ASPLEY GUISETRUSTEE1
ANDREW DANIEL WOLFSONTRUSTEE1
DR SARA LEVENETRUSTEE1
DEBORAH SARAH EDWARDSTRUSTEE1
LORD JONATHAN NEIL MENDELSOHNTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Charles Wolfson Charitable Trust?

Charles Wolfson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking. It holds $37.1M in total assets as of 2024.

How large is Charles Wolfson Charitable Trust?

As of 2024, Charles Wolfson Charitable Trust holds $37.1M in total assets with $2.5M in annual revenue.

What is Charles Wolfson Charitable Trust's EIN?

Charles Wolfson Charitable Trust's EIN (Employer Identification Number) is 98-6093148. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Charles Wolfson Charitable Trust's focus areas in our free grants database

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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