The Rathbones Group 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.
Financial health, per its FY2024 accounts
The accounts state that unrestricted reserves decreased to £1,311,581 from £1,502,870 in the prior year, following a net decrease in funds of £191,289. The Trustees note that the investment portfolio's tilt towards growth companies results in modest natural income, but they have no concerns regarding the level of income produced. The charity maintains adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
Trustees
- Helen Carolynne Robertson Wilson
- RICHARD PATRICK LANYON
- ROBERT PAUL STOCKTON
- Rathbones Trust Company Limited
- Stuart Furzer
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £349k | £624k |
| 31/12/2023 | £377k | £300k |
| 31/12/2022 | £339k | £281k |
| 31/12/2021 | £325k | £209k |
| 31/12/2020 | £223k | £210k |
Common questions
Is The Rathbones Group Foundation financially healthy?
Per its FY2024 accounts: The accounts state that unrestricted reserves decreased to £1,311,581 from £1,502,870 in the prior year, following a net decrease in funds of £191,289. The Trustees note that the investment portfolio's tilt towards growth companies results in modest natural income, but they have no concerns regarding the level of income produced. The charity maintains adequate resources to continue in operational existence for the foreseeable future. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| FRIENDS OF BOYAN TRUST | 1 | £143k |
| BRUSHMILL LIMITED | 1 | £21k |
| ALLAN AND NESTA FERGUSON CHARITABLE SETTLEMENT | 1 | £15k |
| GERSON BERGER ASSOCIATION LIMITED | 1 | £10k |
| JOSEPH ETTEDGUI CHARITABLE FOUNDATION | 1 | £10k |
Charities like this
- RATANBEN ZAVERCHAND KARA FOUNDATION
- David Rattray Foundation
- Rothesay Foundation
- MISS E F RATHBONE CHARITABLE TRUST
- The Gerald and Gail Ronson Family Foundation
- THE HARDY FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| The Rathbones Group Foundation | £349k | — | 0 | unclear | — | no doubt |
| RATANBEN ZAVERCHAND KARA FOUNDATION | £162k | — | 0 | above | — | no doubt |
| David Rattray Foundation | £383k | £60,000 or more | 1 | unclear | — | no doubt |
| Rothesay Foundation | £1.8m | — | 0 | unclear | — | no doubt |
| MISS E F RATHBONE CHARITABLE TRUST | £406k | — | 0 | below | — | no doubt |
| The Gerald and Gail Ronson Family Foundation | £660k | — | — | below | — | no doubt |