THE ROTHSCHILD FOUNDATION

Registered charity 1138145 · accounts filings on the Charity Commission register · also known as THE ALICE TRUST

The focus of our work has two distinct remits: as an operating charity, responsible for the care and management of Waddesdon Manor near Aylesbury, Buckinghamshire and undertaking a more general grants programme primarily in the Arts & Humanities. In addition, the foundation undertakes a small grants programme focused on Buckinghamshire and the communities local to Waddesdon.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£27.2m
Latest spending
£38.2m
Registered
2010
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds increased to £826.1 million, driven by a £65.7 million gain on investments which offset a net expenditure of £11.2 million. The charity holds a large expendable endowment of £813 million and states it is not necessary to hold general unrestricted reserves, as unrestricted income covers charitable activities while any shortfall is met by the endowment. The trustees and auditors confirm the going concern basis is appropriate with no material uncertainties.

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

What the accounts disclose

Reserves policy: Not necessary to hold general unrestricted reserves or free reserves (held: £813.0m)
“Given the value of the expendable endowment fund, the Trustees are of the view that it is not necessary for the Foundation to hold general unrestricted reserves or free reserves.”
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Rothschild Waddesdon Limited, Golden Mede Management Company Limited, Golden Mede Development Company Limited
“The financial statements of the charity's subsidiaries, Rothschild Waddesdon Limited, Golden Mede Management Company Limited and Golden Mede Development Company Limited are consolidated on a line by line basis in these financial statements.”
Per its FY2025 accounts as filed with the Charity Commission.

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

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

Property (HM Land Registry)

86 registered titles in England and Wales held by the charity’s company or corporate body (83 freehold); recorded price paid £5.9m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook

Advertised salaries (public job ads)

Roles this charity has advertised on CharityJob, matched on the exact employer name. A different source from the statutory pay bands above: these are asking salaries for vacancies, not what anyone was paid.

Structured financials (annual return, FY ending 28/02/2025)

Total income
£27.2m
Total spending
£38.2m
Cost of raising funds
£3.6m
Reserves (reported)
£530.7m
Employees
211

Reported reserves equal ~166.5 months of spending — in the top quarter for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Investments (60% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 13.4% of total income — above the median for charities its size (3.8%) (benchmarks).

Register events

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
28/02/2025£27.2m£38.2m
29/02/2024£39.5m£37.2m
28/02/2023£41.4m£42.3m
28/02/2022£44.3m£37.1m
28/02/2021£37.7m£35.2m

Common questions

Is THE ROTHSCHILD FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that total funds increased to £826.1 million, driven by a £65.7 million gain on investments which offset a net expenditure of £11.2 million. The charity holds a large expendable endowment of £813 million and states it is not necessary to hold general unrestricted reserves, as unrestricted income covers charitable activities while any shortfall is met by the endowment. The trustees and auditors confirm the going concern basis is appropriate with no material uncertainties. Its FY2025 accounts were audited by Saffery LLP.

Who funds THE ROTHSCHILD FOUNDATION?

Funders whose own accounts filings name THE ROTHSCHILD FOUNDATION as a grant recipient include THE WOODLAND TRUST, HUBBUB FOUNDATION UK.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE WOODLAND TRUSTFY2024£50kGrants
HUBBUB FOUNDATION UKFY2021£253Community Fridges

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 WADDESDON HALL.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ROTHSCHILD FOUNDATION£27.2m——unclear—no doubt
WADDESDON HALL FY2024£216k—0below—no doubt
THE ROTHSCHILD ARCHIVE LIMITED FY2024£1.6m—0unclear—no doubt
THE RAMSBURY MANOR FOUNDATION FY2025£5.4m—0unclear—no doubt
MAISON DE L'INSTITUT DE FRANCE A LONDRES (FONDATION EDMOND DE ROTHSCHILD) FY2025£223k—0above—no doubt
BUCKINGHAMSHIRE COMMUNITY FOUNDATION FY2025£4.3m—0above—no doubt

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