The Wellcome Trust
- Assets
- $57.3b
- Revenue
- $10.0b
- Investments
- $56.6b
- Employees
- 0
- Location
- Founding
- 01/1987
- Data as of
- 09/2021
- EIN
- 98-6038021
Organization Overview
The Wellcome Trust is located in null. The organization was established in 1987. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wellcome Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Wellcome Trust generated $10.0b in total revenue. This organization has experienced exceptional growth, as over the past 2 years, it has increased revenue by an average of 71.3% each year . All expenses for the organization totaled $1.7b during the year ending 09/2021. While expenses have increased by 1.1% per year over the past 2 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
NOT APPLICABLE DUE TO FOREIGN STATUS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mr Nick Moakes Cio | 35 | $10,817,271 | |
Mr Peter Pereira Gray CEO | 35 | $10,692,802 | |
Mr Fabian Thehos Head, Public Markets | 35 | $5,037,900 | |
Mr Geoff Love Head,vent Eqty Lg/st | 35 | $4,685,723 | |
Ms Lisha Patel Head, Direct Transac | 35 | $3,675,052 | |
Professor Michael Ferguson Deputy Chair | 7 | $145,398 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Sands Capital Management | 9/29/21 | $17,590,620 |
T Rowe Price Associates Inc | 9/29/21 | $5,265,406 |
Comgest | 9/29/21 | $5,977,630 |
Ubs Ag London Branch | 9/29/21 | $4,806,364 |
Savills | 9/29/21 | $4,639,746 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $368,207,961 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $9,500,147,375 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $113,641,063 |
| Total Revenue | $10,031,245,407 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,816,320 |
| Other employee salaries and wages | $141,450,770 |
| Pension plans, employee benefits | $27,557,617 |
| Interest | $95,905,964 |
| Taxes | $0 |
| Depreciation | $12,141,722 |
| Occupancy | $8,594,702 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $84,992,056 |
| Total operating and administrative expenses | $459,906,837 |
| Contributions, gifts, grants paid | $1,229,588,125 |
| Total expenses and disbursements | $1,689,494,962 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $39,912,640 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $2,292,280 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $5,932,960 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $56,629,429,000 |
| Net Land, buildings, and equipment | $280,736,880 |
| Other assets | $364,337,680 |
| Total assets | $57,322,641,440 |
| Accounts payable and accrued expenses | $354,089,840 |
| Grants payable | $3,578,249,080 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $5,169,630,760 |
| Total liabilities | $9,101,969,680 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lily Street Foundation | $36,632,003 | $1,348,328 |
Fundacao Brava Inc | $576,601 | $4,499,275 |
Hawk Rock Foundation | $39,008,724 | $4,330,151 |
John Volken Foundation | $42,630,995 | $311,654 |
The J C Anderson Family Foundation | $11,443,162 | $761,118 |
Kingjay Foundation Trust | $4,801,486 | $78,488 |
Alice Stiftung English Translation-Alice Foundation | $67,407 | $314,292 |
Hodgman Family Foundation Tr | $137,781 | $91,059 |
Lozowick Family Foundation Inc | $262,604 | $5,552 |
Helen And Ernest Simmons Environmental Education Fund | $708,071 | $32,258 |
Pizar Foundation | $1,417,816 | $251 |
Keg Spirit Foundation | $8,367 | $27,843 |