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THE ROTHENBERG CHARITABLE FOUNDATION

Registered charity 248663 · accounts filings on the Charity Commission register · also known as THE HELMA CHARITABLE TRUST

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.

Causes: General Charitable Purposes · Get email alerts

Latest income
£37k
Latest spending
£42k
Registered
1966
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Investments (26% of income)
“Income from investments and interest received during the year totalled £36,898” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Fundraising cost ratio: 24.9% of fundraised income
“A total of £9,195 was spent raising funds (£12,142 - 2024), all in the form of investment management fees.”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: £40,000 (held: £1.8m)
“it is the policy of the Trustees to maintain a reserve of uncommitted and unrestricted cash funds of £40,000.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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.