Civic Intelligence

Charles Wolfson Charitable Trust

990PF • Fiscal year 2023 • EIN 98-6093148

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.09x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

13th percentile

-5.2%

Faster asset growth than 13% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-70%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$36,931,515

Down $2,028,937 (-5.2%) from 2022

Net Assets

Down

$36,537,837

Down $2,167,337 (-5.6%) from 2022

Liabilities

Up

$393,678

Up $138,400 (+54%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin19th percentile

Revenue

Down

$4,474,806

Down $10,444,529 (-70%) from 2022

Expenses

Up

$5,291,064

Up $548,989 (+12%) from 2022

Net Income

Down

-$816,258

Down $10,993,518 (-108%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2023

Assets$36,931,515
Liabilities$393,678
Net Assets$36,537,837
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$4,474,806
Expenses$5,291,064
Net Income-$816,258
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th 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
2024-11-04
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 Appendix258 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2238
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0137678
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO RELATED ORGANIZATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0137678
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW WOLFSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02070792506
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES WOLFSON CHARITABLE TRUST
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacob Cook
ReturnHeader/ReturnTs02024-11-05T08:17:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,931,515
Liabilities
$393,678
Net assets
$36,537,837
Revenue
$4,474,806
Expenses
$5,291,064
Net income
-$816,258
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