--- title: "WS Epworth Investment Funds for Ch… rating | CharityCompare" description: "WS Epworth Investment Funds for Charities scores 32/100 (Poor). Latest accounts 2024: income £47m · cause-spend split not disclosed. Reg 1182845." source: https://www.charitycompare.org.uk/charity/ws-epworth-investment-funds-for-charities retrieved: 2026-08-18T02:08:28.530Z license: "Charity data © Crown copyright, Open Government Licence v3.0" --- Quick answer ## Is WS Epworth Investment Funds for Charities a good charity? WS Epworth Investment Funds for Charities scores 32/100 (2 stars, Poor) on CharityCompare's Clarity Score, calculated from its UK regulator filings. Its latest accounts year is 2024 (£47m total income, cause-spend split not disclosed). This reflects financial transparency and stewardship on paper — not the real-world impact of its programmes. See the full breakdown. Leeds · UK-wide · LS1 4DL | Reg [1182845](https://www.charitycompare.org.uk/charity/ws-epworth-investment-funds-for-charities) | Registered charity | [Official website](https://www.epworthinvestment.co.uk/) | [Charity Commission register](https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1182845) Donate ## How can you give to WS Epworth Investment Funds for Charities? You leave CharityCompare to complete a donation on the official WS Epworth Investment Funds for Charities form. We do not process payments or take commission. Opens their official online donation form. [Donate](https://www.epworthinvestment.co.uk/?utm_source=charitycompare&utm_medium=referral&utm_campaign=donate&utm_content=1182845) ## What does WS Epworth Investment Funds for Charities do? WS Epworth Investment Funds for Charities is a registered charity (no. 1182845) working in community across the United Kingdom. Its latest Charity Commission filing does not disclose a charitable-activities spend split in recent filings, though its recent accounts were filed late. CharityCompare's Clarity Score rates the organisation only from public Charity Commission accounts — accountability, financial health, efficiency and community support — not the quality or impact of its programmes. Summarised from public filings — WS Epworth Investment Funds for Charities hasn't added its own description yet. [Work here? Add it free →](https://www.charitycompare.org.uk/claim?charity=ws-epworth-investment-funds-for-charities) **In short:** WS Epworth Investment Funds for Charities scores 32 out of 100 (2 stars). Cause-spend split not disclosed in recent filings. Review the pillar breakdown below. ## What is WS Epworth Investment Funds for Charities? WS Epworth Investment Funds for Charities has a Clarity Score of 32 out of 100 on CharityCompare (2 stars, Poor). Charity Commission registration number 1182845. Status: Registered. Primary cause area: Community. Latest accounts year 2024: total income £47m, cause-spend split not disclosed in that filing. 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](https://register-of-charities.charitycommission.gov.uk/), last updated 17 July 2026. Overall score 32/100 2★ · Poor Cause spend N/D Not disclosed in filings Accountability 43/100 Finance beacon Income £47m Latest year 2024 Reserves — Months of running costs Accounts filing Late Check register £86.7 raised per £1 fundraising (not disclosed) · 100% overhead · Website on register · Confidence: medium ## How does WS Epworth Investment Funds for Charities compare? Clarity Score percentile against similar UK charities — the share of peers WS Epworth Investment Funds for Charities scores higher than. Income band (£10m+)1stpercentile **Scores higher than 1% of 943 charities in its income band** · 32/100 vs 77 peer average (marker). Community charities4thpercentile **Scores higher than 4% of 216 charities in this cause** · 32/100 vs 72 peer average (marker). ## How reliable is WS Epworth Investment Funds for Charities's data? Source Charity Commission (England & Wales) Accounts year 2024 Filing date 24 June 2026 Profile reviewed 17 July 2026 Medium confidence — some data missing or late Scores reflect the latest annual accounts on the register. Clarity Score measures how clearly the charity accounts for money in those filings — not programme impact. Contains public sector information licensed under the Open Government Licence v3.0. Sources: [Charity Commission for England and Wales](https://register-of-charities.charitycommission.gov.uk/), [Office of the Scottish Charity Regulator](https://www.oscr.org.uk/) and [Charity Commission for Northern Ireland](https://www.charitycommissionni.org.uk/). [Open Government Licence v3.0](https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/). ## What is WS Epworth Investment Funds for Charities's Beacon report? Detailed accountability and finance metrics from UK regulator filings — structured for transparency in our four-beacon report. ### Accountability & Transparency Baseline trust from filing discipline, board oversight, and declared governance policies. 43/100 | 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, scaled down for fewer (governance red flag below three). | 67% | 2 trustees · 10/15 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 | Metric | Score | Value | | --- | --- | --- | | Reserves (months of cash) 3–24 months = full marks, tapering on both sides · 0 months or 4+ years (hoarding) = 0 pts. | 0% | Not stated · 0/15 pts | | Income stability / growth +20% or more over the window = 10 pts · flat = 5 pts · −20% or worse = 0 pts, scaled between. | 0% | 0/10 pts · Latest year | | Liabilities to assets 0% liabilities-to-assets = 5 pts, scaling down to 0 pts at 60%+ debt. | 100% | 1% · 5/5 pts | ### Financial Efficiency How efficiently funds reach the cause — program spend and fundraising cost ratios. 50/100 | Metric | Score | Value | | --- | --- | --- | | Program expense ratio 90%+ on charitable activities = full marks, scaling down to 0 pts at 50% or below. | 0% | Not stated · 0/10 pts | | Fundraising efficiency ≤10p to raise £1 = full marks, scaling down to 0 pts at 40p or above (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 | Metric | Score | Value | | --- | --- | --- | | Volunteer-to-staff ratio Volunteers at 2x staff or more = full marks · no volunteers = 0 pts, scaled between. | 0% | Not reported · 0/10 pts | [How we calculate beacon scores →](https://www.charitycompare.org.uk/methodology) ## What is WS Epworth Investment Funds for Charities's Clarity Score? 32/100 total · Poor · 2 of 5 stars Four pillars (40 + 30 + 20 + 10 points) from Charity Commission filings — see methodology for full weightings. 43/100 Accountability & Transparency 17/100 Financial Health 50/100 Financial Efficiency 0/100 Community Support ### Accountability & Transparency Baseline trust from filing discipline, board oversight, and declared governance policies. 43/100 Filing history (5 years)0/15 pts Trustee oversight2 trustees · 10/15 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. 50/100 Program expense ratioNot stated · 0/10 pts 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 ## How much does WS Epworth Investment Funds for Charities raise and spend? Latest filed year 2024 · Source: Charity Commission filings | Category | Amount | % of spend | | --- | --- | --- | | Total income | £47m | — | | Total expenditure | £542k | — | | Charitable activities | Not disclosed | — | | Fundraising | £542k | 100% | ## Where does the money go? Latest accounts (2024) · £542k spent. Not disclosed in this filing — the Charity Commission return omits the charitable-activities split. ## What trust indicators does WS Epworth Investment Funds for Charities have? 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 →](https://www.fundraisingregulator.org.uk/members/) Official register Reg 1182845 Full trustee list, accounts, and regulatory history on the Charity Commission. [View on Charity Commission →](https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1182845) ### Trustees & officers - Waystone Management (UK) Limited since 2024 - The Bank of New York Mellon (International) Limited since 2024 100 How we score charities +The Clarity Score is a 100-point rating from UK regulator filings (Charity Commission for England and Wales, OSCR and CCNI). Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10) — each scored on a continuous scale, not pass/fail cutoffs. A statutory inquiry sets the score to 0 automatically. [Full methodology →](https://www.charitycompare.org.uk/methodology) Accountability & Transparency Scored from filings 40 points — filing history (15), trustee oversight (15, scaling up to a board of three or more), declared policies (10). Financial Health Scored from filings 30 points — reserves (15, full marks 3–24 months, tapering on both sides), income stability (10), liabilities to assets (5, scaling down as debt rises). Financial Efficiency Scored from filings 20 points — program expense ratio and fundraising cost, each on a graduated scale (not a single cutoff). Kept at 20% of the total: financial-ratio scoring alone is not a reliable effectiveness signal (see "why not just an overhead ratio?" below). Community Support Scored from filings 10 points — volunteer-to-staff ratio from Charity Commission workforce data, scaling continuously up to a 2:1 ratio. Overall score Sum of all pillar points. Display stars use the same bands as the labels: 90–100 → 5★ Exceptional; 75–89 → 4★ Good; 60–74 → 3★ Needs improvement; 1–59 → 2★ Poor; 0 → not rated. ## How have WS Epworth Investment Funds for Charities's finances changed over five years? - Income - Spending - Cause spend Values in £ thousands · Cause spend plotted only when the filing discloses a split · Source: Charity Commission accounts ## What are the key facts about WS Epworth Investment Funds for Charities? Overall score 32/100 (2★) Income £47m Cause spend Not disclosed Reg number 1182845 Scope UK-wide Reserves — Trustees 2 Accounts year 2024 Filing late ## How does WS Epworth Investment Funds for Charities compare, and where else can you look? [Compare WS Epworth Investment Funds for Charities with others](https://www.charitycompare.org.uk/compare-charities?ids=ws-epworth-investment-funds-for-charities) [More community charities](https://www.charitycompare.org.uk/browse/community) [How we score charities](https://www.charitycompare.org.uk/methodology) ### Where WS Epworth Investment Funds for Charities sits The causes this charity is classified under, and other charities working nearby. - [community charities](https://www.charitycompare.org.uk/browse/community) - [Charities in Leeds](https://www.charitycompare.org.uk/cities/leeds) ### Similar community charities Top-rated peers by CharityCompare score - [JW3 TRUST LIMITED](https://www.charitycompare.org.uk/charity/jw3-trust-limited) 100/100 · £4.2m - [RETHINK CHARITY](https://www.charitycompare.org.uk/charity/rethink-charity) 100/100 · £2.0m - [HEART OF ENGLAND COMMUNITY FOUNDATION](https://www.charitycompare.org.uk/charity/heart-of-england-community-foundation) 99/100 · £14m - [BIRTH COMPANIONS](https://www.charitycompare.org.uk/charity/birth-companions) 99/100 · £829k ## How can you share WS Epworth Investment Funds for Charities's rating? 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For this charity ## How do you add WS Epworth Investment Funds for Charities's rating to your site? Free to use — a lightweight HTML badge or an embeddable score widget, each linking back to this independent profile and our [methodology](https://www.charitycompare.org.uk/methodology). BadgeScore widget [♥ CharityCompare Clarity Score 32/100 ★★★★★](https://www.charitycompare.org.uk/charity/ws-epworth-investment-funds-for-charities) Lightweight HTML badge (no iframe) — paste anywhere ♥ CharityCompare Clarity Score 32/100 ★★★★★ Copy code ## What red flags does WS Epworth Investment Funds for Charities have? ## Frequently asked questions Common questions about WS Epworth Investment Funds for Charities's rating, finances, and Charity Commission status. Is WS Epworth Investment Funds for Charities a good charity? + WS Epworth Investment Funds for Charities scores 32 out of 100 (2 stars — Poor) on CharityCompare's Clarity Score, our independent read of its UK regulator filings. Its recent filings do not disclose a charitable-activities spend split and its accounts are late. That reflects how transparent and financially healthy it looks on paper — it does not measure the real-world impact of its work, so treat it as one factor alongside the cause you care about. CharityCompare never tells you where to donate. Is WS Epworth Investment Funds for Charities a legitimate charity? + Yes — WS Epworth Investment Funds for Charities is a legitimate registered charity (charity number 1182845). Verify it on the official register: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1182845. Registration proves status; Clarity Score then summarises filing transparency on paper, not programme impact. What is WS Epworth Investment Funds for Charities's charity number? + WS Epworth Investment Funds for Charities's charity number is 1182845. Check that number on the official register (Charity Commission, OSCR or CCNI) or this CharityCompare profile before you donate — scammers sometimes reuse real numbers on fake appeals. What is WS Epworth Investment Funds for Charities's charity rating? + WS Epworth Investment Funds for Charities scores 32 out of 100 on CharityCompare (2 stars — Poor). The Clarity Score V1 sums four pillars from UK regulator filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10). Stars use the same bands as those labels — 90+ is 5★ Exceptional. It is not an impact ranking. Does WS Epworth Investment Funds for Charities have reviews and complaints? + CharityCompare does not host public user reviews for WS Epworth Investment Funds for Charities. Instead you get a filing-based Clarity Score, cause spend, reserves and red flags such as late accounts (4 filing concern(s) noted on this profile). For formal complaints about a charity, contact the Charity Commission, OSCR, CCNI or the Fundraising Regulator as appropriate. How much of my donation reaches WS Epworth Investment Funds for Charities? + WS Epworth Investment Funds for Charities does not disclose a charitable-activities spend split in its recent UK regulator filings, so there is no official figure for how much of a donation reaches the cause. CharityCompare reports this as "not disclosed" rather than assuming a number. What are WS Epworth Investment Funds for Charities's overheads? + According to its 2024 regulator filing, fundraising costs were about 100% of total expenditure and combined overheads (fundraising plus governance) were about 100% of total expenditure at WS Epworth Investment Funds for Charities. The filings CharityCompare uses do not publish CEO or senior-staff pay, so we cannot say what WS Epworth Investment Funds for Charities's chief executive is paid — where disclosure rules apply, senior pay appears in the trustees' annual report on the Charity Commission register. 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 UK regulator filings. Five-year trend: limited history. Are WS Epworth Investment Funds for Charities's accounts up to date? + Filing status: late (last filing 2026-06-24). 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 community. How does CharityCompare score WS Epworth Investment Funds for Charities? + We calculate a Clarity Score of 0–100 from four pillars in WS Epworth Investment Funds for Charities's regulator filings: Accountability & Transparency (40 points — filing history, trustees, policies), Financial Health (30 — reserves, income trend, debt), Financial Efficiency (20 — cause spend and fundraising cost, on a graduated scale) and Community Support (10 — volunteer-to-staff ratio). An open statutory inquiry scores 0. The score measures reporting on paper, not programme impact. CharityCompare is free for donors, takes no commission on donations, and scores cannot be bought. How often is this page updated? + This profile was last updated on 17 July 2026 from the latest UK regulator data available to CharityCompare, and WS Epworth Investment Funds for Charities's most recent accounts cover 2024. Scores and figures refresh whenever we re-ingest the register, so the page reflects our latest data pull rather than a one-off review.