OpenCharities

The Quilter Foundation

The Old Mutual Wealth Foundation

Country
England & Wales
Charity number
1175555
Status
Registered
Registered
Nov. 3, 2017
Legal form
CIO

Address

Address
Quilter plc
Senator House
85 Queen Victoria Street
London
EC4V 4AB

Activities

The Quilter Foundation's vision is a society where everyone, regardless of age or background, has the skills and confidence to make informed financial decisions. We achieve this by helping organisations run programmes that empower people to plan and manage their money throughout their lives, through a combination of strategic partnerships and community-based grant programmes.

Objects: The Object Of The CIO Is For The Public Benefit To Support Those In Charitable Need Through Social Or Economic Disadvantage By The Advancement Of Education, The Relief Of Unemployment, The Advancement Of Health And Other Exclusively Charitable Purposes According To The Law Of England And Wales As The Trustees Think Fit So As To Enable People And Communities To Contribute More Fully To Society.

Classification

How
Makes Grants To Organisations, Other Charitable Activities
What
Other Charitable Purposes
Who
Other Charities Or Voluntary Bodies

Geography

Country
Guernsey, Isle Of Man, Jersey, Scotland
Region
Throughout England And Wales

Finances

Period end Income Expenditure Assets
Dec. 31, 2025 £670,549 £443,755 £10,035,344
Dec. 31, 2024 £930,723 £881,767 £9,119,045
Dec. 31, 2023 £728,313 £447,627 £8,772,308
Dec. 31, 2022 £708,844 £1,052,782 £7,919,370
Dec. 31, 2021 £521,926 £506,599 £9,754,826
Dec. 31, 2020 £801,718 £634,466 £8,945,398

Trustees

Name Appointed
George McGrimmon Reid June 18, 2026
Philippa Lucy Foster Back Nov. 3, 2017
Penny Cole Oct. 24, 2022
Sarah Marian Dryden May 6, 2026
Stephen Charles Gazard Oct. 24, 2022
Steven Levin Nov. 1, 2022
Timothy Childe Jan. 12, 2018