What is the financial size of THE ROTHSCHILD FOUNDATION?

THE ROTHSCHILD FOUNDATION is classified as a major charity. In the latest financial year, they reported a total income of £27,189,715 and total expenditure of £38,248,954.

How does THE ROTHSCHILD FOUNDATION allocate its spending?

For every pound spent, approximately 75.5% goes directly to charitable activities. The remaining 24.5% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.2%).

What is the workforce structure of THE ROTHSCHILD FOUNDATION?

THE ROTHSCHILD FOUNDATION employs 211 staff members and is supported by 428 volunteers.

Does THE ROTHSCHILD FOUNDATION receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does THE ROTHSCHILD FOUNDATION pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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THE ROTHSCHILD FOUNDATION

#1138145

Charitable company•Major•Registered

www.rothschildfoundation.org.uk

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.

Registered address

WINDMILL HILL, SILK STREET, WADDESDON, AYLESBURY, BUCKINGHAMSHIRE, HP18 0JZ

Latest HighlightsFY 2025

Income

All sources

£27,189,715

Expenditure

All activities

£38,248,954

Net Reserves

Unrestricted funds

£530,744,000

Total Assets

Gross assets

£845,354,427

Working Capital

Liquidity

£-8,804,577

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:

Reserve Runway

166.5 months

Median: 3.6 monthsTop quartile

Income Growth (1yr)

-31.2%

Median: 8.2%Below typical

Spending Efficiency

75.5%

Median: 97.2%Below typical

Income Concentration

43.3%

Median: 87.1%Top quartile

Fundraising ROI

7.5x

Median: 27.3xAround typical

Income Volatility

19.9%

Median: 13.4%Around typical

Self-Generated Income

99.1%

Median: 92.1%Top quartile

3-Year Income CAGR

-15.0%

Median: 8.7%Below typical

Efficiency & Health

Charitable Spending

75.5%

Fundraising Eff.

% income retained

7.5%

Governance Cost

% of expenditure

0.2%

Grant Making

% given away

47.9%

Debt Ratio

% of assets

2.3%

Survival Ratio

Months of reserves

166.5 months

Income Profile

Donations & Legacies

% of income

Government Reliance

% of income

Largest Source

Primary income

Investments

Diversification

HHI: 4335

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

-31.2%↓

Income CAGR (3yr)

Compound growth

-15.0%

Volatility

Moderate Volatility

19.9%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

211

Volunteers

Volunteer count

428

Volunteer Ratio

Per staff member

2.0:1

Revenue/Employee

Per head

£128,861

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

5.2%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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