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Rating for WS Epworth Investment Funds for Charities

32/100 Clarity Score · 1 stars · Charity Commission filings · How we score

32/100

Clarity score

Poor

Donate
Leeds · UK-wide · LS1 4DL Reg 1182845 Registered charity Official website Charity Commission register

Mission

WS Epworth Investment Funds for Charities is a registered UK charity (1182845) working in animals across the United Kingdom. CharityCompare scores the organisation from public Charity Commission annual accounts — financial efficiency, transparency, and filing compliance — not programme outcomes.

In short: WS Epworth Investment Funds for Charities scores 32 out of 100 (1 star). 75% average program spend (Latest year). Review the pillar breakdown below.

Overview

WS Epworth Investment Funds for Charities has a Clarity Score of 32 out of 100 on CharityCompare (1 stars, Poor). Charity Commission registration number 1182845. Status: Registered. Primary cause area: Animals. Latest accounts year 2024: total income £47m, with 75% of expenditure on charitable activities. Accounts filing: late. 4 filing concern(s) noted on this profile. Scores are independent and based on official filings — not a donation recommendation.

Data from Charity Commission register, last updated .

Overall score

32/100

1★ · Very poor

Cause spend

75%

latest year · charitable activities

Accountability

18/100

Finance beacon

Income

£47m

Latest year 2024

Reserves

Months of running costs

Accounts filing

Late

Check register

£86.7 raised per £1 fundraising (latest year) · 100% overhead · Website on register · Confidence: medium

Data & confidence

Source
Charity Commission (E&W)
Accounts year
2024
Filing date
2026-06-24 00:00:00.0000000
Profile reviewed
2026-06-24

Medium confidence — some data missing or late

Scores reflect the latest annual accounts on the register. Impact, leadership, and culture beacons require information beyond public filings.

Beacon report

Detailed accountability and finance metrics from Charity Commission filings — structured for transparency in our four-beacon report.

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

18/100

Accountability & Transparency metrics for WS Epworth Investment Funds for Charities
Metric Score Value
Filing history (5 years)

100% on-time over five years = 15 pts · one late filing = 5 pts · two or more = 0 pts.

0% 0/15 pts
Trustee oversight

Three or more trustees on the register = 15 pts · one or two = 0 pts (governance red flag).

0% 2 trustees · 0/15 pts
Declared policies

Safeguarding (4) · conflict of interest (3) · volunteer management (3) — from Charity Commission annual return.

70% 7/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

17/100

Financial Health metrics for WS Epworth Investment Funds for Charities
Metric Score Value
Reserves (months of cash)

3–24 months = 15 pts · 1–3 months = 7 pts · under 1 month or over 3 years (hoarding) = 0 pts.

0% Not stated · 0/15 pts
Income stability / growth

Positive or stable three-year revenue trend = 10 pts · sustained decline = 0 pts.

0% 0/10 pts · Latest year
Liabilities to assets

Low debt (< 30% liabilities to assets) = 5 pts · high debt = 0 pts.

100% 1% · 5/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Financial Efficiency metrics for WS Epworth Investment Funds for Charities
Metric Score Value
Program expense ratio

≥ 75% on charitable activities = 10 pts · 60–75% = 5 pts · below 60% = 0 pts.

100% 75% · 10/10 pts (Latest year)
Fundraising efficiency

Spends ≤ £0.20 to raise £1 = 10 pts · £0.21–£0.35 = 5 pts · above £0.35 = 0 pts (fundraising cost ÷ income).

100% 1p per £1 income · 10/10 pts (Latest year)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

0/100

Community Support metrics for WS Epworth Investment Funds for Charities
Metric Score Value
Volunteer-to-staff ratio

More volunteers than paid staff = 10 pts · equal mix = 5 pts · no volunteers = 0 pts.

0% Not reported · 0/10 pts

How we calculate beacon scores →

Clarity Score

32/100 total · Poor · 1 of 4 stars

Four pillars (40 + 30 + 20 + 10 points) from Charity Commission filings — see methodology for full weightings.

18/100
Accountability & Transparency
17/100
Financial Health
100/100
Financial Efficiency
0/100
Community Support

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

18/100

Filing history (5 years)0/15 pts
Trustee oversight2 trustees · 0/15 pts
Declared policies7/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

17/100

Reserves (months of cash)Not stated · 0/15 pts
Income stability / growth0/10 pts · Latest year
Liabilities to assets1% · 5/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Program expense ratio75% · 10/10 pts (Latest year)
Fundraising efficiency1p per £1 income · 10/10 pts (Latest year)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

0/100

Volunteer-to-staff ratioNot reported · 0/10 pts

Revenue & expenses

Latest filed year 2024 · Source: Charity Commission annual accounts

WS Epworth Investment Funds for Charities revenue and expenses for 2024
Category Amount % of spend
Total income £47m
Total expenditure £542k
Fundraising £542k 100%
0%On charitable activities

Where the money goes

Latest accounts (2024) · £542k spent

  • Fundraising100%

Trust indicators

Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.

  • Accounts filed on time

    Filing status: late

  • Trustee board size (3–12)

    2 trustees on the Charity Commission register

Fundraising Regulator

Not listed as member

Separate from our financial scores — shows whether the charity follows the Code of Fundraising Practice.

Check Fundraising Regulator →

Official register

Reg 1182845

Full trustee list, accounts, and regulatory history on the Charity Commission.

View on Charity Commission →

Trustees & officers

  • Waystone Management (UK) Limited since 2024
  • The Bank of New York Mellon (International) Limited since 2024
How we score charities +

The Clarity Score is a 100-point rating from UK Charity Commission data. Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10). A statutory inquiry sets the score to 0 automatically.

Full methodology →

Accountability & Transparency

Scored from filings

40 points — filing history (15), trustee oversight (15), declared policies (10).

Financial Health

Scored from filings

30 points — reserves (15), income stability (10), liabilities to assets (5).

Financial Efficiency

Scored from filings

20 points — program expense ratio (10), fundraising efficiency (10). Kept at 20% to avoid punishing legitimate infrastructure costs.

Community Support

Scored from filings

10 points — volunteer-to-staff ratio from Charity Commission workforce data.

Overall score

Sum of all pillar points. Translated to stars: 90–100 Exceptional (4★), 75–89 Good (3★), 60–74 Needs improvement (2★), below 60 Poor (1★).

Five-year trends

£0k £11800k £23600k £35400k £47200k 2024 Income 2024: £46,984k Spending 2024: £542k Cause spend 2024: £407k
  • Income
  • Spending
  • Cause spend

Values in £ thousands · Source: Charity Commission accounts

Key facts

Overall score
32/100 (1★)
Income
£47m
Cause spend
75% of expenditure
Reg number
1182845
Scope
UK-wide
Reserves
Trustees
2
Accounts year
2024
Filing
late

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Red flags

Frequently asked questions

Common questions about WS Epworth Investment Funds for Charities's rating, finances, and Charity Commission status.

What is WS Epworth Investment Funds for Charities's charity rating? +

WS Epworth Investment Funds for Charities scores 32 out of 100 on CharityCompare (1 stars — Poor). The Clarity Score V1 sums four pillars from Charity Commission filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10).

Is WS Epworth Investment Funds for Charities a legitimate UK charity? +

Yes — WS Epworth Investment Funds for Charities is registered with the Charity Commission for England and Wales under registration number 1182845. You can verify the entry on the official register.

What is WS Epworth Investment Funds for Charities's Charity Commission registration number? +

WS Epworth Investment Funds for Charities's registration number is 1182845. Official register: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1182845

How much income does WS Epworth Investment Funds for Charities receive? +

WS Epworth Investment Funds for Charities reported £47m total income in its 2024 accounts, based on Charity Commission filings. Five-year trend: stable.

What percentage of WS Epworth Investment Funds for Charities's spending goes to charitable activities? +

Approximately 75% of total expenditure went to charitable activities in the latest filed year. Fundraising was 100% and combined overhead (fundraising plus governance) was 100%.

Are WS Epworth Investment Funds for Charities's accounts up to date? +

Filing status: late (last filing 2026-06-24 00:00:00.0000000). CharityCompare flags late or missing accounts separately from the financial score.

Where is WS Epworth Investment Funds for Charities based? +

WS Epworth Investment Funds for Charities is listed at Leeds · UK-wide · LS1 4DL and operates UK-wide, focused on animals.

How does CharityCompare score WS Epworth Investment Funds for Charities? +

We analyse Charity Commission annual accounts using three-year averages for program expense, fundraising efficiency, and overhead; working capital from reserves vs average expenditure; liabilities-to-assets from the latest balance sheet when available. Impact, leadership, and culture beacons are not yet assessed from public data alone. See our methodology for weights and thresholds.

Does CharityCompare recommend donating to WS Epworth Investment Funds for Charities? +

No. CharityCompare provides independent scores and facts from official filings. We do not tell you where to donate or earn commission from charities.

How can I compare WS Epworth Investment Funds for Charities with other charities? +

Use our free compare tool to put WS Epworth Investment Funds for Charities side-by-side with other UK charities on scores, finances, and filing status.