Finance Score: -5

Governance Score: 9

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

ROTHESAY FOUNDATION

Grant making in support of the charity's charitable purposes

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year but the charity has substantial reserves available

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£169	£477	£-308	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£2,051	£2,515	£-464	£0	£1,398	£1,398	6.7	0	0
31/12/21	£257	£572	£-315	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£2,586	£409	£2,177	£0	£2,177	£2,177	63.9	0	0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 4 years

enquiries@rothesaylife.com

02077705300

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 45-85

ANTIGONE LOUDIADIS Appointed: 2020, Occupation: Director

HILARY ANDREA BERG Appointed: 2023, Occupation: Director

JAMES JOHN DICKSON Appointed: 2019, Occupation: General Counsel

PROF DAME CAROL MARY BLACK Appointed: 2020, Occupation: Head Of Cambridge College (Newnham)

THERESE LYNN MILLER Appointed: 2023, Occupation: Director

THOMAS JAMES PEARCE Appointed: 2023, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 14/05/2020, number: 1189490
Registered at Companies House on 15/10/2019, number: 12263987

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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

4 returns made; all on time

Main office

The Post Building
100 Museum Street
WC1A 1PB

Objectives

THE OBJECTS OF THE COMPANY ARE, FOR THE PUBLIC BENEFIT, TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.