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THE ROTHSCHILD ARCHIVE LIMITED

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

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Latest income
£1.6m
Latest spending
£1.6m
Registered
1999
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that unrestricted funds are minimal at £19,674, with the Directors considering no target necessary for free reserves as running costs are secured by N M Rothschild & Sons. Total net assets increased to £26,370,045, driven largely by heritage assets and investment holdings, while the charity reports no material uncertainties regarding its ability to continue as a going concern.

What the accounts disclose

Reserves policy: no target is necessary (held: £20k)
“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 FY2023 accounts as filed with the Charity Commission.
Related-party transaction: Rothschild Martin Maurel made a monetary donation of £Nil (2022: £25,000).
“During the year, a monetary donation of £Nil (2022: £25,000) was made to The Rothschild Archive from Rothschild Martin Maurel.” — page 27
“Rothschild & Co Bank International Limited Cash and cash equivalents 436,066”
Per its FY2023 accounts as filed with the Charity Commission.
Related-party transaction: Rothschild & Co Bank International Limited held cash and cash equivalents of £436,066.
“During the year, a monetary donation of £Nil (2022: £25,000) was made to The Rothschild Archive from Rothschild Martin Maurel.” — page 27
“Rothschild & Co Bank International Limited Cash and cash equivalents 436,066”
Per its FY2023 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).

Trustees

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?

The accounts state that unrestricted funds are minimal at £19,674, with the Directors considering no target necessary for free reserves as running costs are secured by N M Rothschild & Sons. Total net assets increased to £26,370,045, driven largely by heritage assets and investment holdings, while the charity reports no material uncertainties regarding its ability to continue as a going concern. Its FY2023 accounts were audited by Saffery LLP.