Finance Score: -6

Governance Score: 4

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Reasonable growth: +1
Fundraising costs high: -5

No volunteer policy: -2
Good trustee age range: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 1

THE ROTHSCHILD FOUNDATION

This is a grant making charity, you can view its grants here

The focus of our work has two distinct remits: as an operating charity, responsible for the care and management of Waddesdon Manor near Aylesbury, Buckinghamshire and undertaking a more general grants programme primarily in the Arts & Humanities. In addition, the foundation undertakes a small grants programme focused on Buckinghamshire and the communities local to Waddesdon.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £786,437,743 available, equivalent to 223 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
28/02/23		£41,357	£42,300	£-942	£1,364	£797,463	£786,438	223.1	190	270
28/02/22		£44,308	£37,086	£7,222	£1,093	£864,906	£854,169	276.4	165	360
28/02/21		£37,685	£35,183	£2,502	£1,035	£764,395	£753,438	257	168	380
29/02/20		£46,339	£38,432	£7,906	£630	£688,756	£679,122	212	243	405
28/02/19		£37,181	£31,596	£5,586	£651	£677,818	£668,736	254	241	381
28/02/18		£35,295	£26,480	£8,814	£687	£655,176	£646,093	292.8	238	0
28/02/17		£37,775	£28,071	£9,705	£754	£634,586	£625,549	267.4	220	0
29/02/16	*	£31,149	£22,736	£8,413	£538	£534,855	£526,961	278.1	217	0
28/02/15		£27,535	£18,863	£8,672	£53	£523,867	£516,579	328.6	206	0
28/02/14		£30,552	£22,386	£8,166	£61	£456,064	£448,510	240.4	215	0
28/02/13		£24,492	£15,881	£8,611	£61	£427,902	£420,567	317.8	209	0
28/02/12		£133,674	£20,391	£113,283	£30	£402,902	£395,567	232.8	81	0

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Financial Ratios

Fundraising Costs/Relevant Income: 73.2%
Fundraising Costs/Total Spending: 8.8%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 3%
Liabilities/Income: 64%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 223.1 months
Net Current Assets/Spending: 6 months
Quick Ratio: 1

Asset Split ?

Established: 14 years

www.rothschildfoundation.org.uk

grants@rothschildfoundation.org.uk

01296653200

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Other charitable activities

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who works here?

190 employees
270 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 41-87

CHRISTOPHER MARK KEMP Appointed: 2021, Occupation: Director

DEBORAH ANNE SWALLOW Appointed: 2023, Occupation: Professor

S.J.P. TRUST CORPORATION LIMITED Appointed: 2015, Other trusteeship: ARTHUR GOODWIN'S ALMSHOUSES,

THE HON EMILY MAGDA FREEMAN-ATTWOOD Appointed: 2012

FRANCESCO GOEDHUIS Appointed: 2012, Occupation: Principal

PETER JOHN CHARLES TROUGHTON Appointed: 2018, Occupation: Director, Other trusteeship: DEVIZES ASSIZE COURT TRUST,

THE HON HANNAH ROTHSCHILD Appointed: 2011, Occupation: Director, Other trusteeship: ILLUMINATED RIVER FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 22/09/2010, number: 1138145
Registered at Companies House on 18/08/2010, number: 07350078

Gift Aid

Registered with HMRC for Gift Aid

Event History

11/07/2012 - Asset transfer in from THE ALICE TRUST
21/09/2012 - Asset transfer in from THE WADDESDON TRUST
26/01/2024 - Asset transfer in from BUCKINGHAMSHIRE FOOD PARTNERSHIP CIO

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

12 returns made; AR16: 12 days late,

Recent reorganisation events:

Asset transfer in from BUCKINGHAMSHIRE FOOD PARTNERSHIP CIO on 26/01/2024

Main office

WINDMILL HILL
SILK STREET
WADDESDON
AYLESBURY
BUCKINGHAMSHIRE
HP18 0JZ

Objectives

THE OBJECTS OF THE CHARITY ARE THE BENEFIT OR FURTHERANCE OF SUCH CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES IN SUCH MANNER AND (IF MORE THAN ONE) IN SUCH SHARES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources