THE CHARTERHOUSE CHARITABLE TRUST

Registered charity 210894 · accounts filings on the Charity Commission register · also known as THE CHARTERHOUSE J ROTHSCHILD GROUP CHARITABLE TRUST

The Charity makes charitable donations.

Objects

PAYMENT OF THE INCOME OF THE TRUST TO CHARITABLE INSTITUTIONS.

Area of benefit: NATIONAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · Get email alerts

Registered contact address: Westminster, London, England (from the postcode on the register)

Latest income

£58k

Latest spending

£62k

Registered

1962

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £48,753, which the Trustees consider more than adequate to cover minimal administrative expenses for at least 12 months. The charity reported a net expenditure of £3,735 against unrestricted income, funded by investment gains and unrestricted reserves. The endowment fund grew to £2,444,527, providing a substantial asset base for future charitable activities.

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

What the accounts disclose

Reserves policy: at least 12 months of administrative expenses (held: £49k)

“The Trustees consider current reserves more than adequate to cover the Trust’s minimal administrative expenses for the foreseeable future, being at least 12 months from the date of signing these accounts.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Charterhouse Development Capital Limited paid the audit fee of £5,010, recognized as a gift in kind.

“The audit fee of £5,010 (2024: £4,770) is borne by Charterhouse Development Capital Limited. This has been recognised as a gift in kind and included within donations. There were no other related party transactions.” — page 14

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Deloitte LLP. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Trustees · trustee networks

Mirja Kiva Weidner
Nancy Sandhu
Thomas Spencer Patrick · trustee of 1 other charity

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

Operates in: City Of London · Southwark

Income and spending

Financial year end	Income	Spending
30/06/2025	£58k	£62k
30/06/2024	£57k	£78k
30/06/2023	£151k	£140k
30/06/2022	£48k	£96k
30/06/2021	£38k	£29k

Common questions

Is THE CHARTERHOUSE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £48,753, which the Trustees consider more than adequate to cover minimal administrative expenses for at least 12 months. The charity reported a net expenditure of £3,735 against unrestricted income, funded by investment gains and unrestricted reserves. The endowment fund grew to £2,444,527, providing a substantial asset base for future charitable activities. Its FY2025 accounts were audited by Deloitte 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.

Funder	Similar charities funded	Amount to them
THE ROZAC CHARITABLE TRUST	1	£9k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE HOMESTEAD CHARITABLE TRUST.

THE HOMESTEAD CHARITABLE TRUST income £279k
THE CUNMONT CHARITABLE TRUST income £2.4m
M I CHARITABLE TRUST income £21k
M O CHARITABLE TRUST income £146k
O'HEA CHARITABLE TRUST income £50k
AB LAHER CHARITABLE TRUST income £218k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE CHARTERHOUSE CHARITABLE TRUST	£58k	—	above	—	no doubt
THE HOMESTEAD CHARITABLE TRUST FY2025	£279k	—	above	—	no doubt
THE CUNMONT CHARITABLE TRUST FY2025	£2.4m	—	unclear	—	no doubt
M I CHARITABLE TRUST FY2024	£21k	—	unclear	—	no doubt
M O CHARITABLE TRUST FY2025	£146k	—	within	—	no doubt
O'HEA CHARITABLE TRUST FY2025	£50k	—	unclear	—	no doubt

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