Finance Score: -4

Governance Score: -9

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs high: -2

Only 4 Trustees: -1
Very static board: -5
All male board: -3

No supporters identified

Overall GiG Score: -13

THE ROSE FOUNDATION

i) Provision of financial assistance and, where helpful, property advice to charities requiring assistance for their building projects undertaken for the public benefit. ii) Donations are also made towards revenue funding of other charities. iii) Direct involvement with other charities via the provision of accommodation, professional expertise and other resources.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely male
The Board composition appears to be very static

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £31,096,813 available, equivalent to 294 months of spending and so may not be able to utilise additional funding
Fundraising costs are 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
31/10/22	*	£1,201	£1,268	£-66	£0	£31,097	£31,097	294.3	2
31/10/21		£1,220	£1,266	£-47	£0	£29,944	£29,944	283.8	2
31/10/20		£1,241	£1,204	£37	£0	£30,015	£30,015	299.2	1
31/10/19		£1,219	£1,406	£-186	£33	£30,332	£30,332	258.9	1
31/10/18		£1,204	£1,259	£-55	£14	£30,372	£30,372	289.5	1
31/10/17		£29,419	£1,240	£28,179	£0	£29,542	£29,542	285.9	1

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Financial Ratios

Fundraising Costs/Relevant Income: 24.2%
Fundraising Costs/Total Spending: 9.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 58%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 294.3 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.6

Asset Split ?

Established: 8 years

www.rosefoundation.co.uk

02072991400

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
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
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Switzerland, Throughout England, United States,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

2 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

ALAN ROSE Appointed: 2014

JOHN ROSE Appointed: 2014

PAUL ROSE Appointed: 2014, Other trusteeships: THE CHARITY OF THE WORSHIPFUL COMPANY OF ARBITRATORS, CENTRE FOR PEACEFUL SOLUTIONS,

MARTIN ROSE Appointed: 1955, Occupation: Director, Other trusteeship: THE SPAN TRUST,

Legal constitution

Charity registered in England & Wales on 17/05/2016, number: 1167144

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Paying staff
Risk management

Filing Record

6 returns made; AR22: 195 days late,

Main office

THE ROSE FOUNDATION
28 CRAWFORD STREET
LONDON
W1H 1LN

Objectives

THE OBJECTS OF THE CIO ARE TO SUPPORT CHARITABLE PROJECTS AND CAUSES WHICH WILL IMPROVE AND ENRICH ALL PARTS OF SOCIETY. THIS INCLUDES THE FOLLOWING CARRIED OUT FOR THE PUBLIC BENEFIT:(A) THE ADVANCEMENT OF HEALTH OR THE SAVING OF LIVES(B) THE ADVANCEMENT OF HUMAN RIGHTS, CONFLICT RESOLUTION OR RECONCILIATION OR THE PROMOTION OF RELIGIOUS OR RACIAL HARMONY OR EQUALITY OR DIVERSITY.(C) THE ADVANCEMENT OF THE ARTS, CULTURE, HERITAGE OR SCIENCE.(D) THE ADVANCEMENT OF EDUCATION.(E) THE RELIEF OF THOSE IN NEED, BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE.(F) THE PROVISION OF FINANCIAL ASSISTANCE AND PROPERTY ADVICE TO CHARITIES REQUIRING ASSISTANCE FOR THEIR BUILDING PROJECTS.(G) OTHER PURPOSES CURRENTLY RECOGNISED AS CHARITABLE.

Data Sources