Civic Intelligence

Charles Wolfson Charitable Trust

990PF • Fiscal year 2021 • EIN 98-6093148

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 13, 2023

Organization Profile
8-10 Hallam StreetLondon W1W 6NSUk

(207) 079-2506

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

87th percentile

61%

Higher net margin than 87% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

96th percentile

100%

Faster asset growth than 96% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

218%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$19,445,542

Up $9,730,386 (+100%) from 2020

Net Assets

Up

$19,294,235

Up $10,355,387 (+116%) from 2020

Liabilities

Down

$151,308

Down $625,000 (-81%) from 2020

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin87th percentile

Revenue

Up

$12,584,062

Up $8,624,799 (+218%) from 2020

Expenses

Up

$4,859,704

Up $1,723,396 (+55%) from 2020

Net Income

Up

$7,724,358

Up $6,901,403 (+839%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2020: $9,715,156Liabilities 2020: $776,308Net Assets 2020: $8,938,8482020Assets 2021: $19,445,542Liabilities 2021: $151,308Net Assets 2021: $19,294,2352021Assets 2022: $38,960,452Liabilities 2022: $255,278Net Assets 2022: $38,705,1742022Assets 2023: $36,931,515Liabilities 2023: $393,678Net Assets 2023: $36,537,8372023Assets 2024: $37,090,411Liabilities 2024: $345,578Net Assets 2024: $36,744,8332024

Highlighted filing

2021

Assets$19,445,542
Liabilities$151,308
Net Assets$19,294,235
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2020: $3,959,263Expenses 2020: $3,136,308Net Income 2020: $822,9552020Revenue 2021: $12,584,062Expenses 2021: $4,859,704Net Income 2021: $7,724,3582021Revenue 2022: $14,919,335Expenses 2022: $4,742,075Net Income 2022: $10,177,2602022Revenue 2023: $4,474,806Expenses 2023: $5,291,064Net Income 2023: -$816,2582023Revenue 2024: $2,484,679Expenses 2024: $3,466,431Net Income 2024: -$981,7522024

Highlighted filing

2021

Revenue$12,584,062
Expenses$4,859,704
Net Income$7,724,358
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 13, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORD WOLFSON OF ASPLEY GUISETrustee-$0--
ANDREW DANIEL WOLFSONTrustee-$0--
DR SARA LEVENETrustee-$0--
DEBORAH SARAH EDWARDSTrustee-$0--
LORD JONATHAN NEIL MENDELSOHNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles Wolfson Charitable Trust
EIN
98-6093148
In Care Of
% ANDREW WOLFSON
Phone
2070792506
Address
UK

Signing Officer

Name
Andrew Wolfson
Title
Trustee
Phone
2070792506
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
200 OTTAWA AVE NW STE 300, GRAND RAPIDS, MI 49503
Preparer
Jacob Cook
Phone
6167747000
Raw XML Appendix246 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 OTTAWA AVE NW STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049503
ReturnHeader/PreparerPersonGrp/PhoneNum06167747000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacob Cook
ReturnHeader/ReturnTs02023-11-14T07:14:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,445,542
Liabilities
$151,308
Net assets
$19,294,235
Revenue
$12,584,062
Expenses
$4,859,704
Net income
$7,724,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.1$0.35$36.7$2.48$3.47$0.98
2023Detailed filing. Detailed filing data is available for this year.$36.9$0.39$36.5$4.47$5.29$0.82
2022Detailed filing. Detailed filing data is available for this year.$39.0$0.26$38.7$14.9$4.74$10.2
2021Detailed filing. Detailed filing data is available for this year.$19.4$0.15$19.3$12.6$4.86$7.72
2020Detailed filing. Detailed filing data is available for this year.$9.72$0.78$8.94$3.96$3.14$0.82