ROCKCLIFFE CHARITABLE TRUST

Registered charity 274117 · accounts filings on the Charity Commission register · also known as SIMON KESWICK CHARITABLE TRUST

The trust's income may be applied by the trustees in the payment of donations as a result of appeals received to such charitable institutions in respect of their charitable purposes as the trustees may at their discretion from time to time think fit and appropriate.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Latest income
£491k
Latest spending
£480k
Registered
1977
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity held unrestricted reserves of £7,576,127 at the year end, which the trustees consider sufficient to allow future grants to be made from investment income. However, the charity reported a net movement in funds of a loss of £3,676,732, driven primarily by a £2,776,221 loss on the revaluation of listed investments. Despite this significant drop in asset value, the auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient to allow future grants and donations to be made out of investment income at the discretion of the trustees (held: £7.6m)
“It is the policy of the charity to hold reserves which are sufficient to allow future grants and donations to be made out of investment income at the discretion of the trustees.” — page 5
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by CLA Evelyn Partners Limited. Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Scotland · Throughout England

Income and spending

Financial year endIncomeSpending
05/04/2025£491k£480k
05/04/2024£493k£708k
05/04/2023£488k£359k
05/04/2022£331k£330k
05/04/2021£375k£418k

Common questions

Is ROCKCLIFFE CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity held unrestricted reserves of £7,576,127 at the year end, which the trustees consider sufficient to allow future grants to be made from investment income. However, the charity reported a net movement in funds of a loss of £3,676,732, driven primarily by a £2,776,221 loss on the revaluation of listed investments. Despite this significant drop in asset value, the auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2024 accounts were audited by CLA Evelyn Partners Limited.

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
ROCKCLIFFE CHARITABLE TRUST£491k—0unclear—no doubt
BRAMPTON CHARITABLE TRUST FY2025£101k—0unclear—no doubt
THE CASCIA TRUST FY2024£312k—0unclear—no doubt
The Rockspring Charitable Trust FY2025£1.5m—0unclear—no doubt
THE ROTHES CHARITABLE TRUST FY2025£148k—0above—no doubt
MRS R P TINDALL'S CHARITABLE TRUST FY2024£119k—0unclear—no doubt

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