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EGERTON ROTHESAY

Registered charity 1091089 · accounts filings on the Charity Commission register

Latest income
£6.0m
Latest spending
£5.6m
Registered
2002
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted reserves of £2,623,497, which the trustees describe as providing a sound financial base. The group reported a profit after tax of £184,194 and received a distribution of £275,000 from its trading subsidiary. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

What the accounts disclose

Highest-paid employee band: £60,001 - £70,000 — below the median for charities its size (£76k)
“The number of employees whose annual remuneration was £60,000 or more were: 2024 Number 1 £60,001 - £70,000” — page 19
Per its FY2024 accounts as filed with the Charity Commission.
Employees paid over £60,000: 1
“The number of employees whose annual remuneration was £60,000 or more were: 2024 Number 1” — page 19
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: sound financial base for the charity as part of a policy of good financial management practice (held: £2.6m)
“It is the policy of Egerton Rothesay to hold reserves in unrestricted funds that have not yet been committed or designated for any particular purpose. The Trustees have retained these reserves in order to provide a sound financial base for the charity as part of a policy of good financial management practice.” — page 5
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Services purchased from Marshall Lucas (operated by David Vesey, Director of Egerton-Rothesay School Limited) amounting to £20,000.
“Included in legal and professional fees is £20,000 (2023 - £nil) which relates to services purchased from Marshall Lucas for the year. They have been disclosed as a related party transaction in note 23.” — page 18
“Cherry Martin was appointed as Director of Egerton-Rothesay School Limited on 1 January 2023 and since this date has provided consultancy services to the Charity amounting to £20,400” — page 25
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Consultancy services provided by Cherry Martin (Director of Egerton-Rothesay School Limited) amounting to £20,400.
“Included in legal and professional fees is £20,000 (2023 - £nil) which relates to services purchased from Marshall Lucas for the year. They have been disclosed as a related party transaction in note 23.” — page 18
“Cherry Martin was appointed as Director of Egerton-Rothesay School Limited on 1 January 2023 and since this date has provided consultancy services to the Charity amounting to £20,400” — page 25
Per its FY2024 accounts as filed with the Charity Commission.
Trading subsidiary: Egerton-Rothesay School Limited
“Egerton-Rothesay School Limited is a wholly owned subsidiary of the Charity.” — page 4
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Azets.

Structured financials (annual return, FY ending 31/08/2025)

Total income
£6.0m
Total spending
£5.6m
Cost of raising funds
£58k
Reserves (reported)
£3.9m
Employees
161

Reported reserves equal ~8.2 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Trustees

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
31/08/2025£6.0m£5.6m
31/08/2024£5.6m£5.5m
31/08/2023£5.4m£5.1m
31/08/2022£5.1m£5.1m
31/08/2021£5.2m£4.9m

Common questions

Is EGERTON ROTHESAY financially healthy?

The accounts state that the charity holds unrestricted reserves of £2,623,497, which the trustees describe as providing a sound financial base. The group reported a profit after tax of £184,194 and received a distribution of £275,000 from its trading subsidiary. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2024 accounts were audited by Azets.

What does the highest-paid employee of EGERTON ROTHESAY earn?

Per its FY2024 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 1 employees earned over £60,000.

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
HABERDASHERS' ASKE'S CHARITY1£500k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Rothesay Foundation.