THE ROSELINE FOUNDATION

Registered charity 1192886 · accounts filings on the Charity Commission register

We are a charitable foundation that gives grants to charities and other organisations that operate in Sunderland and surrounding areas.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Economic/community Development/employment · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£1.3m
Latest spending
£6.0m
Registered
2020
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that the charity holds unrestricted funds of £93,665,649, having recorded a significant surplus of £8.4m for the year due to investment gains. The trustees report a reserves policy to retain funds for at least 10 years of donations, and the independent auditor confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2023 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: retain enough funds to enable the charity to make donations for at least the next 10 years (held: £93.7m)
“The reserves policy is to retain enough funds to enable the charity to make donations for at least the next 10 years.” — page 5
Per its FY2023 accounts as filed with the Charity Commission.
Related-party transaction: In 2022 the charity received a donation of £74.3m from Tombola Limited. At the time of the donation Tombola Limited was controlled by 2 members of the board of trustees.
“In 2022 the charity received a donation of £74.3m from Tombola Limited. At the time of the donation Tombola Limited was controlled by 2 members of the board of trustees.”
Per its FY2023 accounts as filed with the Charity Commission.

Accounts audited by Mitchells Grievson Ltd. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£1.3m
Total spending
£6.0m
Cost of raising funds
£427k
Reserves (reported)
£101.6m
Employees
0

Reported reserves equal ~202.7 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (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: 33.9% of total income — above the 90th percentile for charities its size (median 5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Sunderland

Income and spending

Financial year endIncomeSpending
31/12/2024£1.3m£6.0m
31/12/2023£1.6m£994k
31/12/2022£75.4m£321k
31/12/2021£12.0m£821k

Common questions

Is THE ROSELINE FOUNDATION financially healthy?

Per its FY2023 accounts: The accounts state that the charity holds unrestricted funds of £93,665,649, having recorded a significant surplus of £8.4m for the year due to investment gains. The trustees report a reserves policy to retain funds for at least 10 years of donations, and the independent auditor confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2023 accounts were audited by Mitchells Grievson Ltd.

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 ROSE FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ROSELINE FOUNDATION£1.3m—0unclear—no doubt
THE ROSE FOUNDATION FY2024£1.3m—0above—no doubt
ROSECARE FOUNDATION FY2025£177k—0unclear—no doubt
SHOWMANROSE FOUNDATION (CIO) FY2023£292k—0unclear—no doubt
The Ross Foundation FY2025£2.1m—0above—no doubt
RIVERSIDE FOUNDATION LIMITED FY2025£143k—0unclear—no doubt

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