Duke of Lancaster's Foundation
(1)The maintenance and preservation for the public benefit of any monument, castle or other property of historical or architectural interest in the vicinity of the Duchy lands. (2)The advancement of the Christian faith by maintaining and supporting the Queen's Chapel of the Savoy and clergy whose livings are within the gift of the Duke of Lancaster.(3)Other such charitable purposes.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £3,385,035, a significant increase from the previous year's £1,504,665. The charity received £12,300,000 in donations and generated £904,664 in investment income, resulting in a net income of £12,509,338. The trustees report that the investment portfolio met its income target and that there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“The Trustees’ policy is to distribute investment income received and to maintain a reserve in the General Fund.” — page 5
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Dr ANNA KEAY OBE
- James William Pender Chalmers
- Richard Broyd
- Sir James Leigh-Pemberton
- Sonia Tolaney
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £3,385,035, a significant increase from the previous year's £1,504,665. The charity received £12,300,000 in donations and generated £904,664 in investment income, resulting in a net income of £12,509,338. The trustees report that the investment portfolio met its income target and that there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Saffery LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ANTHONY AND ELIZABETH MELLOWS CHARITABLE SETTLEMENT | 1 | £500k |
| GENESIS AMERICA (UK) LIMITED | 1 | £28k |
| THE BOLTON GUILD OF HELP | 1 | £4k |
Charities like this
- THE DUKE OF LANCASTER HOUSING TRUST
- DUCHY OF LANCASTER BENEVOLENT FUND
- THE REGIMENTAL CHARITY OF THE DUKE OF LANCASTER'S REGIMENT (KING'S, LANCASHIRE AND BORDER)
- THE LANCASHIRE FOUNDATION
- THE HM TOWER OF LONDON CHAPELS ROYAL FOUNDATION
- THE DUKE OF NORTHUMBERLAND'S CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| Duke of Lancaster's Foundation | £2.3m | — | 0 | above | — | no doubt |
| THE DUKE OF LANCASTER HOUSING TRUST | £831k | — | 0 | within | — | no doubt |
| DUCHY OF LANCASTER BENEVOLENT FUND | £643k | — | 0 | unclear | — | no doubt |
| THE REGIMENTAL CHARITY OF THE DUKE OF LANCASTER'S REGIMENT (KING'S, LANCASHIRE AND BORDER) | £255k | — | 0 | above | — | no doubt |
| THE LANCASHIRE FOUNDATION | £956k | — | 0 | above | — | no doubt |
| THE HM TOWER OF LONDON CHAPELS ROYAL FOUNDATION | £297k | — | — | unclear | — | no doubt |