WS Epworth Investment Funds for Charities

About WS Epworth Investment Funds for Charities

WS Epworth Investment Funds for Charities is a registered charity in England and Wales (registration number 1182845). Based on official Charity Commission data, it holds a "Good Standing" rating with a CharityScore of 55/100 — a charity in good standing with solid but not exceptional governance indicators. This reflects adequate performance across most criteria, though some areas fall short of the strongest-rated charities. In its most recent reporting year (2024), WS Epworth Investment Funds for Charities reported a total income of £46,984,000 and total expenditure of £542,000, a spending ratio of 1% which is lower than typically expected for active charitable delivery. According to the Charity Commission register, WS Epworth Investment Funds for Charities describes its activities as follows: Epworth Investment Funds for Charities is a Charity Authorised Investment Fund which is available for investment by charities. The fund currently has six sub funds. Epworth Investment Management Limited is the manager of the fund. More information can be found at the following website: www.epworthinvestment.co.uk. Our analysis found no significant governance concerns for WS Epworth Investment Funds for Charities. No regulatory actions, filing failures, or financial anomalies were detected in the available public data. This profile is based on data publicly available from the Charity Commission for England and Wales and is updated periodically as new filings are processed. CharityScore UK provides independent, data-driven transparency ratings to help donors give with confidence — we are not affiliated with this charity or any government body.

Score Breakdown

Financial History

Latest spending ratio: 1.2% of income spent on charitable work