ROSETREES
Rosetrees seeks to support the highest quality medical research, likely to lead to early diagnosis,treatment, therapies and medication. The Trust funds research into a wide variety of medical conditions (andis always willing to consider new applications which meet the Trust's high standards) likely to lead to publicbenefit from improved treatments.
Financial health, per its FY2024 accounts
The accounts state that the charity reported a consolidated surplus of £99m for the year ended 31 March 2024, driven by a significant gift of shares and substantial investment gains. Per the trustees' report, the charity maintains sufficient cash reserves and liquid assets to meet all outgoing grants and donations as they fall due, with no material uncertainties identified regarding its ability to continue as a going concern.
What the accounts disclose
“On the 28th November 2023 the liquidator made a distribution and the Charity received 100% ownership of the subsidiary companies Peak Securities Limited and S&R Management Limited, which are consolidated into the Charity’s accounts for the year.” — page 4
Corporate structure
- Trading subsidiary: PEAK SECURITIES LIMITED Companies House 00703973
- Note 8 discloses creditors falling due within one year include £2,816,655 owed to group undertakings (2024: £23,634,268).
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Dr David Lomas
- Dr Shana Vijayan
- Jamaria Kong
- LEE ROBERT MESNICK
- Mark Andrew Stewart
- Nicholas Caine
- Rachel Livermore
- Richard Alan Ross
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £6.8m | £15.5m |
| 31/03/2024 | £102.8m | £10.2m |
| 31/03/2023 | £10.1m | £7.8m |
Common questions
Is ROSETREES financially healthy?
Per its FY2024 accounts: The accounts state that the charity reported a consolidated surplus of £99m for the year ended 31 March 2024, driven by a significant gift of shares and substantial investment gains. Per the trustees' report, the charity maintains sufficient cash reserves and liquid assets to meet all outgoing grants and donations as they fall due, with no material uncertainties identified regarding its ability to continue as a going concern. Its FY2024 accounts were audited by Gravita II LLP.
Who funds ROSETREES?
Funders whose own accounts filings name ROSETREES as a grant recipient include THE MASTER CHARITABLE TRUST, THE BLOOM FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE MASTER CHARITABLE TRUST | FY2025 | £250k | Relief of those in need |
| THE BLOOM FOUNDATION | FY2025 | £30k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE RACING FOUNDATION | 1 | £116k |
| THE BEAVERBROOKS CHARITABLE TRUST | 1 | £110k |
| THE DAVID AND CLAUDIA HARDING FOUNDATION | 1 | £100k |
| THE THOMPSON FAMILY CHARITABLE TRUST | 1 | £51k |
| THE CHRISTOPHER AND HENRY OLDFIELD TRUST | 1 | £50k |
| The Trevor Hemmings Foundation | 1 | £30k |
| LORD LEVERHULME'S CHARITABLE TRUST | 1 | £25k |
| KESWICK TO BARROW WALK | 1 | £19k |
Charities like this
- THE ROAN CHARITABLE TRUST
- THE CANCER TREATMENT AND RESEARCH TRUST CIO
- THE ROWSE FAMILY TRUST
- THE ROSE PATERSON TRUST
- THE ROSE ANIMAL WELFARE TRUST CIO
- THE SANITA MERALI TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ROSETREES | £6.8m | — | — | unclear | — | no doubt |
| THE ROAN CHARITABLE TRUST | £192k | — | 0 | unclear | — | no doubt |
| THE CANCER TREATMENT AND RESEARCH TRUST CIO | £502k | — | 0 | above | — | no doubt |
| THE ROWSE FAMILY TRUST | £118k | — | 0 | above | — | no doubt |
| THE ROSE PATERSON TRUST | £304k | — | 0 | unclear | — | no doubt |
| THE ROSE ANIMAL WELFARE TRUST CIO | £247k | — | 0 | unclear | — | no doubt |