Rothesay Foundation

Registered charity 1189490 · accounts filings on the Charity Commission register · also known as ROTHESAY LIFE FOUNDATION

Grant making in support of the charity's charitable purposes

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

Latest income
£1.8m
Latest spending
£2.0m
Registered
2020
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted net assets decreased to £667,000 from £876,000 in the prior year, resulting in a net expenditure of £209,000. The Trustees report no formal reserves policy and note that the charity operates based on donations from the Rothesay Limited Group, with no material uncertainties regarding its ability to continue as a going concern.

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

What the accounts disclose

Largest income source: Donations from Rothesay Limited Group (100% of income)
“Total income for the year consisted of donated services of £1,824,000 (2024: £1,698,000).”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations received from Rothesay Life Plc
“During 2025, Rothesay Life Plc (another Rothesay Limited Group company) donated £224,000 of services to the Foundation. During 2024 Rothesay Life Plc donated £179,000 of services to The Foundation.” — page 33
“Auditors’ remuneration has been borne by another Group company, Rothesay Life Plc.” — page 34
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Auditor remuneration borne by group company
“During 2025, Rothesay Life Plc (another Rothesay Limited Group company) donated £224,000 of services to the Foundation. During 2024 Rothesay Life Plc donated £179,000 of services to The Foundation.” — page 33
“Auditors’ remuneration has been borne by another Group company, Rothesay Life Plc.” — page 34
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by PricewaterhouseCoopers LLP. Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2025)

Total income
£1.8m
Total spending
£2.0m
Reserves (reported)
£667k
Employees
0

Reported reserves equal ~3.9 months of spending — below the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (100% 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: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

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
31/12/2025£1.8m£2.0m
31/12/2024£1.7m£1.9m
31/12/2023£169k£477k
31/12/2022£2.1m£2.5m
31/12/2021£257k£572k

Common questions

Is Rothesay Foundation financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted net assets decreased to £667,000 from £876,000 in the prior year, resulting in a net expenditure of £209,000. The Trustees report no formal reserves policy and note that the charity operates based on donations from the Rothesay Limited Group, with no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were audited by PricewaterhouseCoopers LLP.

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 The Ross Foundation.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
Rothesay Foundation£1.8m—0unclear—no doubt
The Ross Foundation FY2025£2.1m—0above—no doubt
THE REISNER CHARITABLE FOUNDATION LTD FY2025£175k—0unclear—no doubt
YAD VEACHISOMOCH L'CHAIM FY2025£834k—0unclear—no doubt
The Gerald and Gail Ronson Family Foundation FY2025£660k——below—no doubt
THE ROTHES CHARITABLE TRUST FY2025£148k—0above—no doubt

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