ROPNER TRUST
Promote education of persons under the age of 25 who live, or whose parents live, in Stockton on Tees. Make grants for the general benefit of inhabitants of Stockton on Tees. Apply income to other organisations that themselves undertake to apply the whole or part of their income for such charitable purposes.
Objects
1) TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE OR WHOSE PARENTS ARE RESIDENT IN STOCKTON ON TEES (AS CONSTITUTED AT THE DATE OF THIS SCHEME). 2) FOR THE GENERAL BENEFIT OF THE INHABITANTS OF STOCKTON ON TEES (AS CONSTITUTED AT THE DATED OF THIS SCHEME) IN ONE OR MORE OF THE FOLLOWING WAYS, OR IN SUCH OTHER WAYS AS THE TRUSTEES THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves were £72,012, which is below the previous year's balance of £79,351. The charity reports a net loss on investments of £21,258, resulting in an overall net movement in funds of a loss, though total funds remain substantial at £1,653,370.
What the accounts disclose
“It is the policy of the charity to retain sufficient funds in reserve to cover immediate foreseeable management and administration costs.” — page 4
“Mr. J.R. Wilson, trustee, is a director of Appletons. During the year, Appletons invoiced the Trust £124 (2024: £118) in respect of postage and secretarial services.” — page 17
“Mr. D. Pruden, trustee, is the father of Ms. G. Pruden. During the year, Ms. G. Pruden was the beneficiary of an educational grant in the sum of £500 (2024: £492).” — page 17
“Mr. J.R. Wilson, trustee, is a director of Appletons. During the year, Appletons invoiced the Trust £124 (2024: £118) in respect of postage and secretarial services.” — page 17
“Mr. D. Pruden, trustee, is the father of Ms. G. Pruden. During the year, Ms. G. Pruden was the beneficiary of an educational grant in the sum of £500 (2024: £492).” — page 17
Policies the charity declares
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding vulnerable beneficiaries
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- HARRY SMITHchair
- BOB COOK
- Dave Pruden
- JAMES BEALL
- John Richard Wilson FRICS
- RACHEL VIRGINIA DARLEY
- WILLIAM RICHARD PICKERSGILL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £59k | £83k |
| 05/04/2024 | £57k | £63k |
| 05/04/2023 | £34k | £48k |
| 05/04/2022 | £31k | £45k |
| 05/04/2021 | £35k | £64k |
Common questions
Is ROPNER TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves were £72,012, which is below the previous year's balance of £79,351. The charity reports a net loss on investments of £21,258, resulting in an overall net movement in funds of a loss, though total funds remain substantial at £1,653,370. Its FY2025 accounts were independently examined.