Registered charity · Leeds
WS Epworth Investment Funds for Charities
- 2 trustees
- Income £32m (2025)
Official record Charity Commission · updated 4th October 2026 · Sources
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Who leads it
No individual trustees are listed on the register.
Also 2 organisations acting as trustee: The Bank of New York Mellon (International) Limited, Waystone Management (UK) Limited.
Current trustees as listed by the Charity Commission, which does not publish previous trustees.
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About
- What it does
- General Charitable Purposes
- Where
- Throughout England And Wales, Scotland, Northern Ireland
- Website
- www.epworthinvestment.co.uk (opens in a new tab)
- Registered
- 2019
Income and spending
- YearIncomeSpending
- 2025£32m£516k
- 2024£47m£542k
- 2023£10m£1.0m
Earlier years
- 2022£15m£1.6m
- 2021£17m£1.6m
Income trend, 2021 to 2025.
Charitable objects
8.1 SUBJECT TO CLAUSE 8.2, THE TRUST'S CHARITABLE OBJECTIVE WILL BE TO FURTHER THE CHARITABLE PURPOSES OF THE CHARITIES THAT DIRECTLY OR INDIRECTLY HOLD UNITS IN THE SUB-FUNDS FROM TIME TO TIME.8.2 IF AT ANY TIME THERE ARE NO UNITHOLDERS IN ANY SUB-FUND, THE AUTHORISED FUND MANAGER AND DEPOSITARY WILL DETERMINE THE TRUST'S CHARITABLE PURPOSES.8.3 NO CHANGE MAY BE MADE TO THIS DEED WHICH WOULD:8.3.1 CAUSE THE TRUST TO CEASE TO BE A CHARITY; OR8.3.2 AUTHORISE UNITS TO BE ISSUED OR TRANSFERRED TO, OR HELD BY, ANY PERSON OTHER THAN AN ELIGIBLE INVESTOR, WHETHER DIRECTLY OR THROUGH A NOMINEE.8.4 NO REVOCATION, VARIATION OR AMENDMENT OF THIS DEED WHICH WOULD, OR MIGHT, BE INCONSISTENT WITH THE TRUST'S STATUS AS A COMMON INVESTMENT FUND (ESTABLISHED PURSUANT TO SECTIONS 96 TO 99 OF THE CHARITIES ACT) WILL BE VALID WITHOUT THE PRIOR WRITTEN APPROVAL OF THE COURT OR OF THE COMMISSION.
Board analysis
Health of the organisation facts side by side - the conclusion is yours
0.0 months of spending held in free reserves · median for charities its size: 3.5 months
Sources
Official record from the Charity Commission register for England and Wales. Governance Register calculates the connections.
Record details
- Registered charity number
- 1182845
- Status
- Registered
- Governing document
- TRUST DEED DATED 05 APR 2019AS AMENDED BY DEED DATED 14 MAY 2020AS AMENDED BY DEED DATED 08 MAR 2024 as amended on 04 Oct 2024
- Contact on the register
- 02045587038 · WFS-productdelivery@waystone.com
- Edition
- Register edition compiled 4th October 2026
- Labels
- Official record from the register · Calculated derived by Governance Register. Anything added by an organisation or person is labelled as provided by them.
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