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.

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.

Area of benefit: NATIONAL AND OVERSEAS

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 · Get email alerts

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

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, as disclosed
“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 (reserves figure: £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.

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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

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.

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.

FunderSimilar charities fundedAmount to them
BELRON RONNIE LUBNER CHARITABLE FOUNDATION1£373k
THE ARCHIE SHERMAN CHARITABLE TRUST1£248k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE RAMBOURG FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ROTHENBERG CHARITABLE FOUNDATION£37k—0unclear24.9%no doubt
THE RAMBOURG FOUNDATION FY2025£82k—0unclear—no doubt
ELIZABETH RATHBONE CHARITY FY2025£79k—0below14.8%no doubt
THE ROSENFELD CHARITABLE TRUST FY2025£47k—0within—no doubt
THE ALTENBURG FOUNDATION FY2025£253k—0above—no doubt
THE PATRICK ROWLAND FOUNDATION FY2025£84k—0unclear—no doubt

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