The Rathbones Group Foundation

Registered charity 1150432 · accounts filings on the Charity Commission register · also known as THE RATHBONE BROTHERS FOUNDATION

The trustees consider applications for funding when received and resolve to apply the income and capital of the foundation to such charities or for such charitable purposes as they in their discretion think fit.

Objects

TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE AND UNCONTROLLED DISCRETION THINK FIT

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds increased by £83,321 to £1,394,902, supported by a net investment gain of £119,585. The Trustees report adequate resources to continue as a going concern with no material uncertainties identified. The charity had no employees during the year, relying on voluntary donations and investment income to fund charitable activities.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• Helen Carolynne Robertson Wilson
• RICHARD PATRICK LANYON · trustee of 1 other charity
• ROBERT PAUL STOCKTON
• Rathbones Trust Company Limited · trustee of 9 other charities
• Stuart Furzer

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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 SEBASTIAN RATHBONE FUND.

• SEBASTIAN RATHBONE FUND income £74k
• Rothesay Foundation income £1.8m
• THE HARGREAVES FOUNDATION income £1.3m
• ELIZABETH RATHBONE CHARITY income £79k
• ROBERT ARMITAGE CHARITABLE TRUST income £48k
• TAUNTON ROUND TABLE CHARITABLE TRUST FUND income £54k

Side by side with its peers

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