THE ROTHERMERE FOUNDATION
Supporting Phd students from Memorial University of Newfoundland to continue their education in the UK, supporting Rothermere American Institute, Oxford, other grant making
Financial health, per its FY2025 accounts
The accounts state that total funds increased to £50,314,721, driven by significant investment gains of £4,558,552, despite a net loss on operations of £1,683,497. Free reserves of £6,954,367 exceed the trustees' stated policy target of twelve months of unrestricted expenditure. The trustees and auditors confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“The total net result for the year (before unrealised gains and losses) was a loss of £1,683,497 (2024: £1,985,128). This comprises net income of £428 in the Unrestricted General Fund (2024: £445,145), net income of £66,075 in the Rothermere Fellows Fund (2024: £255,424) and net expenditure of £1,750,000 in the Expendable Endowment Fund (2024: £2,685,697).” — page 6
“The Trustees consider that maintaining free reserves of a minimum of twelve months of unrestricted expenditure is sufficient to deliver the core work of the charity. At 31 December 2025, free reserves, defined as including the General Fund and Rothermere Fellows Fund, but excluding the designated Fixed Asset Fund, totalled £6,954,367, exceeding this minimum threshold.” — page 5
“Mr V P W Harmsworth’s fees as Secretary for the year ended 30 September 2025 were £56,842 (2024: £54,580). He also received £3,058 (2024: £2,666) in reimbursed travel and other expenses.” — page 23
Structured financials (annual return, FY ending 30/09/2025)
Trustees
- RT HON VISCOUNT JONATHAN ROTHERMEREchair
- THE VISCOUNTESS CLAUDIA ROTHERMERE
- VYVYAN PETER WILFRED HARMSWORTH LVO
- Vere Richard Jonathan Harold Harmsworth
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £785k | £2.5m |
| 30/09/2024 | £1.4m | £3.4m |
| 30/09/2023 | £1.4m | £883k |
| 30/09/2022 | £40.4m | £1.1m |
| 30/09/2021 | £1.2m | £824k |
Common questions
Is THE ROTHERMERE FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that total funds increased to £50,314,721, driven by significant investment gains of £4,558,552, despite a net loss on operations of £1,683,497. Free reserves of £6,954,367 exceed the trustees' stated policy target of twelve months of unrestricted expenditure. The trustees and auditors confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Buzzacott Audit LLP.
Charities like this
- Rothesay Foundation
- THE EXETER UNIVERSITY FOUNDATION
- THE OXFORD AND CAMBRIDGE ROWING FOUNDATION
- STANFORD FOUNDATION (UK) LIMITED
- THE MEREPHDI FOUNDATION
- MAISON DE L'INSTITUT DE FRANCE A LONDRES (FONDATION EDMOND DE ROTHSCHILD)
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROTHERMERE FOUNDATION | £785k | — | 0 | above | — | no doubt |
| Rothesay Foundation | £1.8m | — | 0 | unclear | — | no doubt |
| THE EXETER UNIVERSITY FOUNDATION | £352k | — | 0 | unclear | — | no doubt |
| THE OXFORD AND CAMBRIDGE ROWING FOUNDATION | £332k | — | 0 | within | — | no doubt |
| STANFORD FOUNDATION (UK) LIMITED | £1.0m | — | 0 | above | — | no doubt |
| THE MEREPHDI FOUNDATION | £232k | — | 0 | unclear | — | no doubt |