Duke of Lancaster's Foundation

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

(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.

Causes: General Charitable Purposes · Religious Activities · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Latest income
£2.3m
Latest spending
£400k
Registered
2001
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: distribute investment income received and to maintain a reserve in the General Fund (held: £3.4m)
“The Trustees’ policy is to distribute investment income received and to maintain a reserve in the General Fund.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Saffery LLP. Discloses 4 of 6 completeness components.

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).

Per its annual return, cost of raising funds: 0.2% 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£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

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 DUKE OF LANCASTER HOUSING TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
Duke of Lancaster's Foundation£2.3m—0above—no doubt
THE DUKE OF LANCASTER HOUSING TRUST FY2025£831k—0within—no doubt
DUCHY OF LANCASTER BENEVOLENT FUND FY2025£643k—0unclear—no doubt
THE REGIMENTAL CHARITY OF THE DUKE OF LANCASTER'S REGIMENT (KING'S, LANCASHIRE AND BORDER) FY2025£255k—0above—no doubt
THE LANCASHIRE FOUNDATION FY2024£956k—0above—no doubt
THE HM TOWER OF LONDON CHAPELS ROYAL FOUNDATION FY2025£297k——unclear—no doubt

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