THE ROTHSCHILD FOUNDATION
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.
What the accounts disclose
“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.”
“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.”
Leadership, per the charity’s website
- Dame Hannah Rothschild CBE — Chair
Structured financials (annual return, FY ending 28/02/2025)
Register events
- Received assets from another charity (26/01/2024)
- Received assets from another charity (21/09/2012)
- Received assets from another charity (11/07/2012)
Trustees
- Christopher Mark Kemp
- Deborah Anne Swallow
- FRANCESCO GOEDHUIS
- John Oliver Frank Kingman
- Nell Tomoka Brookfield
- Peter John Charles Troughton
- THE HON HANNAH ROTHSCHILD
- The Lord Neil Francis Jeremy Mendoza
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
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.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| The Ashley Tabor-King Foundation | 1 | £1.1m |
| ANA LEAF FOUNDATION | 1 | £1.0m |
| THE RUMI FOUNDATION | 1 | £550k |
| PETER DUBENS FAMILY FOUNDATION | 1 | £300k |
| THE RUBIN FOUNDATION CHARITABLE TRUST | 1 | £300k |
| IGY FOUNDATION | 1 | £250k |
| The Ethos Foundation | 1 | £200k |
| THE THOMPSON FAMILY CHARITABLE TRUST | 1 | £150k |