THE ROPER FAMILY CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that free reserves were a surplus of £435,968 as of 25 July 2025, up from £11,183 in the prior year. The trustees do not consider that the charity needs to maintain any significant free reserves given the availability of the expendable endowment fund. Total incoming resources increased to £895,687, while total resources expended decreased to £506,477.
What the accounts disclose
“Given the availability of the expendable endowment fund the trustees do not consider that the charity needs to maintain any significant free reserves although they recognise that such reserves will arise from time to time.” — page 4
“Ludlow Trust Company Limited charged fees for administrative services of £32,602 (2024: £31,590), as shown in note 3, with £2,348 (2024: £2,191) payable at the balance sheet date. These fees are authorised under the section 6 of the Trust Deed.” — page 15
“During the year under review, a grant of £25,000 (2024: £25,000) was awarded to Bath Mozartfest Limited, of which one of the trustees is also a trustee.” — page 15
“Ludlow Trust Company Limited charged fees for administrative services of £32,602 (2024: £31,590), as shown in note 3, with £2,348 (2024: £2,191) payable at the balance sheet date. These fees are authorised under the section 6 of the Trust Deed.” — page 15
“During the year under review, a grant of £25,000 (2024: £25,000) was awarded to Bath Mozartfest Limited, of which one of the trustees is also a trustee.” — page 15
“Ludlow Trust Company Limited charged fees for administrative services of £32,602 (2024: £31,590), as shown in note 3, with £2,348 (2024: £2,191) payable at the balance sheet date. These fees are authorised under the section 6 of the Trust Deed.” — page 15
“During the year under review, a grant of £25,000 (2024: £25,000) was awarded to Bath Mozartfest Limited, of which one of the trustees is also a trustee.” — page 15
Structured financials (annual return, FY ending 25/07/2025)
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 25/07/2025 | £896k | £506k |
| 25/07/2024 | £549k | £620k |
| 25/07/2023 | £449k | £583k |
| 25/07/2022 | £597k | £593k |
| 25/07/2021 | £661k | £608k |
Common questions
Is THE ROPER FAMILY CHARITABLE TRUST financially healthy?
The accounts state that free reserves were a surplus of £435,968 as of 25 July 2025, up from £11,183 in the prior year. The trustees do not consider that the charity needs to maintain any significant free reserves given the availability of the expendable endowment fund. Total incoming resources increased to £895,687, while total resources expended decreased to £506,477. Its FY2025 accounts were audited by Blue Spire Limited.