THE ROTHENBERG CHARITABLE FOUNDATION
The Foundation's objectives are to pay the trust fund and income thereof to or towards or for the benefit of such charitable purposes or charitable institutions within or outside the United Kingdom at such time or times as the trustees in their discretion think fit.
Objects
TO OR TOWARDS OR FOR THE BENEFIT OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS WITHIN OR OUTSIDE THE UNITED KINGDOM AS THE TRUSTEES DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds decreased by £5,645 to £1,832,240 due to net investment losses and expenditure exceeding income. The trustees maintain a reserves policy of £40,000, which is comfortably exceeded by the current unrestricted funds. The charity employs no staff and relies on investment income to fund grants and governance costs.
What the accounts disclose
“Income from investments and interest received during the year totalled £36,898” — page 3
“A total of £9,195 was spent raising funds (£12,142 - 2024), all in the form of investment management fees.”
“it is the policy of the Trustees to maintain a reserve of uncommitted and unrestricted cash funds of £40,000.” — page 4
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 07/06/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 07/06/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 07/06/2023
- Grant-making is its main activity
Trustees
- DAVID ROTHENBERG
- JOHN DANIEL ROTHENBERG
- JUDY KNOX
- ROBERT MICHAEL ROTHENBERG
- Sarah Percival
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 07/06/2025 | £37k | £42k |
| 07/06/2024 | £42k | £51k |
| 07/06/2023 | £45k | £47k |
| 07/06/2022 | £39k | £153k |
| 07/06/2021 | £35k | £55k |
Common questions
Is THE ROTHENBERG CHARITABLE FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds decreased by £5,645 to £1,832,240 due to net investment losses and expenditure exceeding income. The trustees maintain a reserves policy of £40,000, which is comfortably exceeded by the current unrestricted funds. The charity employs no staff and relies on investment income to fund grants and governance costs. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BELRON RONNIE LUBNER CHARITABLE FOUNDATION | 1 | £373k |
| THE ARCHIE SHERMAN CHARITABLE TRUST | 1 | £248k |
Charities like this
- THE RAMBOURG FOUNDATION
- ELIZABETH RATHBONE CHARITY
- THE ROSENFELD CHARITABLE TRUST
- THE ALTENBURG FOUNDATION
- THE PATRICK ROWLAND FOUNDATION
- THE ROSALYN AND NICHOLAS SPRINGER CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROTHENBERG CHARITABLE FOUNDATION | £37k | — | 0 | unclear | 24.9% | no doubt |
| THE RAMBOURG FOUNDATION | £82k | — | 0 | unclear | — | no doubt |
| ELIZABETH RATHBONE CHARITY | £79k | — | 0 | below | 14.8% | no doubt |
| THE ROSENFELD CHARITABLE TRUST | £47k | — | 0 | within | — | no doubt |
| THE ALTENBURG FOUNDATION | £253k | — | 0 | above | — | no doubt |
| THE PATRICK ROWLAND FOUNDATION | £84k | — | 0 | unclear | — | no doubt |