THE ROTHENBERG CHARITABLE FOUNDATION
Charity Number: 248663
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The Foundation's objectives are to pay the trust fund and income thereof to or towards or for the benefit of such charitable purposes or charitable institutions within or outside the United Kingdom at such time or times as the trustees in their discretion think fit.
Income and expenditure
Data for financial year ending 07 June 2024
Total income: £41,882
Total expenditure: £51,424
People
5 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
No trustees receive any remuneration, payments or benefits from the charity.
What, who, how, where
Main way of carrying out purposes is grant making
What the charity does:
- General Charitable Purposes
Who the charity helps:
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 05 September 1966: Standard registration
Organisation type:
Trust
Other names:
- THE HELMA CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Conflicting interests
- Financial reserves policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||||
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| Sarah Percival | Trustee | 10 March 2014 |
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| JUDY KNOX | Trustee | 03 July 2011 |
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| JOHN DANIEL ROTHENBERG | Trustee | 11 March 1990 |
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| ROBERT MICHAEL ROTHENBERG | Trustee | 01 April 1977 |
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| DAVID ROTHENBERG | Trustee | 28 January 1975 |
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Financial history
Financial period end date
| Income / Expenditure | 07/06/2020 | 07/06/2021 | 07/06/2022 | 07/06/2023 | 07/06/2024 | ||
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Total gross income | £44.84k | £34.63k | £39.38k | £45.22k | £41.88k | |
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Total expenditure | £60.05k | £55.23k | £153.16k | £47.02k | £51.42k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 07 June 2024 | 04 April 2025 | On Time | |
| Accounts and TAR | 07 June 2024 | 04 April 2025 | On Time | Download Open in new window |
| Annual return | 07 June 2023 | 03 April 2024 | On Time | |
| Accounts and TAR | 07 June 2023 | 03 April 2024 | On Time | Download Open in new window |
| Annual return | 07 June 2022 | 05 April 2023 | On Time | |
| Accounts and TAR | 07 June 2022 | 05 April 2023 | On Time | Download Open in new window |
| Annual return | 07 June 2021 | 05 April 2022 | On Time | |
| Accounts and TAR | 07 June 2021 | 08 April 2022 | 1 days late | Download Open in new window |
| Annual return | 07 June 2020 | 06 April 2021 | On Time | |
| Accounts and TAR | 07 June 2020 | 06 April 2021 | On Time | Download Open in new window |