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Duke of Lancaster's Foundation

Registered charity 1085881 · accounts filings on the Charity Commission register · also known as THE DUCHY OF LANCASTER JUBILEE TRUST

Latest income
£2.3m
Latest spending
£400k
Registered
2001
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that unrestricted reserves stood at £688,647, while the Expendable Endowment Fund held £25,967,499. The charity generated £576,026 in investment income against £360,601 in charitable expenditure, resulting in a net surplus for the year. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern.

What the accounts disclose

Related-party transaction: The Duchy of Lancaster Jubilee Trust contributed £3,600 during the year (2022 : £3,600) to the Duchy of Lancaster towards these administration costs.
“The Duchy of Lancaster Jubilee Trust contributed £3,600 during the year (2022 : £3,600) to the Duchy of Lancaster towards these administration costs.”
“Certain of The Duchy of Lancaster Jubilee Trust's expenses are incurred initially by the Duchy of Lancaster and then recharged to the Trust. The amount of such expenses relating to the year ended 31st March 2023 was £4,620” — page 14
Per its FY2023 accounts as filed with the Charity Commission.
Related-party transaction: Certain of The Duchy of Lancaster Jubilee Trust's expenses are incurred initially by the Duchy of Lancaster and then recharged to the Trust. The amount of such expenses relating to the year ended 31st March 2023 was £4,620.
“The Duchy of Lancaster Jubilee Trust contributed £3,600 during the year (2022 : £3,600) to the Duchy of Lancaster towards these administration costs.”
“Certain of The Duchy of Lancaster Jubilee Trust's expenses are incurred initially by the Duchy of Lancaster and then recharged to the Trust. The amount of such expenses relating to the year ended 31st March 2023 was £4,620” — page 14
Per its FY2023 accounts as filed with the Charity Commission.

Accounts audited by Saffery LLP.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£13.2m
Total spending
£400k
Cost of raising funds
£28k
Reserves (reported)
£3.4m
Employees
0

Reported reserves equal ~101.7 months of spending — in the top 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£2.3m£400k
31/03/2024£672k£467k
31/03/2023£576k£460k
31/03/2022£531k£360k
31/03/2021£468k£360k

Common questions

Is Duke of Lancaster's Foundation financially healthy?

The accounts state that unrestricted reserves stood at £688,647, while the Expendable Endowment Fund held £25,967,499. The charity generated £576,026 in investment income against £360,601 in charitable expenditure, resulting in a net surplus for the year. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2023 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.

FunderSimilar charities fundedAmount to them
THE CHRISTOPHER AND HENRY OLDFIELD TRUST1£125k
THE HEADLEY TRUST1£50k
CORNWALL COMMUNITY FOUNDATION1£25k
THE A M CHARITABLE TRUST1£10k
THE BOLTON GUILD OF HELP1£4k
THE MCCORQUODALE CHARITABLE TRUST1£2k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with DUCHY OF LANCASTER BENEVOLENT FUND.