THE ROTHSCHILD ARCHIVE LIMITED

Registered charity 1075340 · accounts filings on the Charity Commission register · filing overdue (register status)

To collect, preserve and make available for research the records of the activities of the Rothschild family, including financial and personal papers, chattels etc.

Causes: Education/training · Arts/culture/heritage/science · website · Get email alerts

Latest income
£1.6m
Latest spending
£1.6m
Registered
1999
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds total funds of £26,956,834, with unrestricted reserves of only £35,068. The Directors consider that no target is necessary for free reserves because running costs are secured from N M Rothschild & Sons, and the free reserve funds are adequate to support the small number of transactions each year.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: none
“The Archive is supported by a number of businesses and foundations controlled by members of the Rothschild family. It does not carry out any fundraising activity in order to raise funds from the general public.”
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: no target is necessary (held: £35k)
“The Directors consider that no target is necessary for free reserves. Running costs are secured from N M Rothschild & Sons and the free reserve funds are adequate to support the small number of transactions each year.” — page 6
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Rothschild & Co Wealth Management (UK) Limited manages investments and received investment management fees of £39,357.
“Rothschild & Co Wealth Management (UK) Limited Investment management fees paid (39,357)”
“Rothschild & Co Bank International Limited Cash and cash equivalents 392,414” — page 28
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Rothschild & Co Bank International Limited holds cash and cash equivalents of £392,414.
“Rothschild & Co Wealth Management (UK) Limited Investment management fees paid (39,357)”
“Rothschild & Co Bank International Limited Cash and cash equivalents 392,414” — page 28
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Saffery LLP. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2024)

Total income
£1.6m
Total spending
£1.6m
Cost of raising funds
£39k
Reserves (reported)
£35k
Employees
0

Reported reserves equal ~0.3 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (97% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 2.5% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025——
31/03/2024£1.6m£1.6m
31/03/2023£2.3m£1.6m
31/03/2022£1.7m£1.7m
31/03/2021£1.5m£1.5m

Common questions

Is THE ROTHSCHILD ARCHIVE LIMITED financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds total funds of £26,956,834, with unrestricted reserves of only £35,068. The Directors consider that no target is necessary for free reserves because running costs are secured from N M Rothschild & Sons, and the free reserve funds are adequate to support the small number of transactions each year. Its FY2024 accounts were audited by Saffery LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE BARING ARCHIVE LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ROTHSCHILD ARCHIVE LIMITED£1.6m—0unclear—no doubt
THE BARING ARCHIVE LIMITED FY2024£199k—0above—no doubt
Rothesay Foundation FY2025£1.8m—0unclear—no doubt
ROTHSCHILD FOUNDATION (HANADIV) EUROPE FY2024£350k——below—no doubt
YAD VEACHISOMOCH L'CHAIM FY2025£834k—0unclear—no doubt
YEHUDA & MOSHE LIMITED FY2025£595k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.