Skip to content
Governance Register

Registered charity · Leeds

WS Epworth Investment Funds for Charities

  • 2 trustees
  • Income £32m (2025)

Official record Charity Commission · updated 4th October 2026 · Sources

Network

The large node is WS Epworth Investment Funds for Charities. Red nodes are organisations, white nodes are people. Sign in free to explore further.

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.

Do you help lead this organisation? Set up its network · How it works

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

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
2020
2021
2022
2023
2024
incomespending£47.0m latest income · income exceeded spending in 2023 and 2024
ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

0.0 months of spending held in free reserves · median for charities its size: 3.5 months

0
EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.
40 days
Latest accounts filed after the due dateiFiled after the due dateDate the accounts were received minus the reporting due date, latest filed cycle, Charity Commission register.

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.

Contains public sector information licensed under the Open Government Licence v3.0. Report an issue · How we handle data