ROSETREES
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
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Andrew Edwards
- Dr David Lomas
- Dr Jane Alison Mitchell
- 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?
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.
Known funders
| Funder | Year | Amount |
|---|---|---|
| THE MASTER CHARITABLE TRUST | FY2025 | £250k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE DAVID AND CLAUDIA HARDING FOUNDATION | 1 | £100k |
| THE BEAVERBROOKS CHARITABLE TRUST | 1 | £50k |
| THE CHRISTOPHER AND HENRY OLDFIELD TRUST | 1 | £25k |
| LORD LEVERHULME'S CHARITABLE TRUST | 1 | £25k |
| The Trevor Hemmings Foundation | 1 | £20k |
| BAIN CHARITABLE TRUST | 1 | £9k |
| THE ICELAND FOODS CHARITABLE FOUNDATION | 1 | £5k |
| THE FORTE CHARITABLE FOUNDATION | 1 | £5k |