Civic Intelligence

Charles Wolfson Charitable Trust

990PF • Fiscal year 2020 • EIN 98-6093148

Apr 30, 2020 to Dec 31, 2020 • 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

51st percentile

0.08x

Higher debt load relative to assets than 51% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.20x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

73rd percentile

21%

Higher net margin than 73% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets51st percentile

Assets

$9,715,156

No earlier filing loaded for comparison.

Net Assets

$8,938,848

No earlier filing loaded for comparison.

Liabilities

$776,308

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin73rd percentile

Revenue

$3,959,263

No earlier filing loaded for comparison.

Expenses

$3,136,308

No earlier filing loaded for comparison.

Net Income

$822,955

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2020

Assets$9,715,156
Liabilities$776,308
Net Assets$8,938,848
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$3,959,263
Expenses$3,136,308
Net Income$822,955
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 30, 2020 to Dec 31, 2020
Signed
Nov 13, 2023
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORD WOLFSON OF SUNNINGDALETrustee/Chairman-$0--
LORD WOLFSON OF ASPLEY GUISETrustee-$0--
ANDREW DANIEL WOLFSONTrusteePT$0--
DR SARA LEVENETrusteePT$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 Appendix279 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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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03126351
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03126351
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03126351
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt043363
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt043363
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt042310
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1201
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1201
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08115893
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OPENING BALANCE SHEET ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO RELATED ORGANIZATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0137678
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW WOLFSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02070792506
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES WOLFSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ANDREW WOLFSON
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0986093148
ReturnHeader/Filer/ForeignAddress/AddressLine1Txt08-10 HALLAM STREET
ReturnHeader/Filer/ForeignAddress/CityNm0LONDON
ReturnHeader/Filer/ForeignAddress/CountryCd0UK
ReturnHeader/Filer/ForeignAddress/ForeignPostalCd0W1W 6NS
ReturnHeader/Filer/InCareOfNm0% ANDREW WOLFSON
ReturnHeader/Filer/PhoneNum02070792506
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/ReturnTs02023-11-13T12:34:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFSON
ReturnHeader/TaxPeriodBeginDt02020-04-30
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,715,156
Liabilities
$776,308
Net assets
$8,938,848
Revenue
$3,959,263
Expenses
$3,136,308
Net income
$822,955
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