THE ROAN CHARITABLE TRUST

Registered charity 1122851 · accounts filings on the Charity Commission register

Grants to registered charities in the fields of education, medical research, social welfare, overseas development and other areas where the trustees are agreed that grants will be used effectively.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£192k

Latest spending

£536k

Registered

2008

Accounts read

FY2026

Financial health, per its FY2026 accounts

The accounts state that unrestricted funds amounted to £9,099,524 at the year end, with a net income of £718,103 driven by significant investment gains. The charity's reserves policy is to maintain sufficient funds to meet grants over a five-year period, and the current unrestricted balance exceeds this target. The independent examiner confirmed that no material matters came to their attention during the examination of the accounts.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: five years (held: £9.1m)

“The current policy of the charity is to maintain at least sufficient funds to meet grants over a period of five years taking account of expected grants and administration costs.” — page 4

Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

Pears Foundation — “In 2017, Solid produced a research report in partnership with the Institute of Fundraising and Pears Foundation on senior volunteer fundrais…” (source page)

Trustees · trustee networks

LADY MARGARET JOAN JARVIS CBEchair
AMELIA JANE HARRIS
Lucinda Claire Aitken
SUSAN MARY SWETE

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/03/2026	£192k	£536k
31/03/2025	£195k	£536k
31/03/2024	£249k	£563k
31/03/2023	£178k	£541k
31/03/2022	£204k	£544k

Common questions

Is THE ROAN CHARITABLE TRUST financially healthy?

Per its FY2026 accounts: The accounts state that unrestricted funds amounted to £9,099,524 at the year end, with a net income of £718,103 driven by significant investment gains. The charity's reserves policy is to maintain sufficient funds to meet grants over a five-year period, and the current unrestricted balance exceeds this target. The independent examiner confirmed that no material matters came to their attention during the examination of the accounts. Its FY2026 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ROTHES CHARITABLE TRUST.

THE ROTHES CHARITABLE TRUST income £148k
C A ROOKES CHARITABLE TRUST income £197k
The Rockspring Charitable Trust income £1.5m
THE ROFEH TRUST income £167k
THE LYNNE AND NIGEL ROSS CHARITABLE TRUST income £284k
DOLLOND CHARITABLE TRUST income £1.6m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE ROAN CHARITABLE TRUST	£192k	—	unclear	—	no doubt
THE ROTHES CHARITABLE TRUST FY2025	£148k	—	above	—	no doubt
C A ROOKES CHARITABLE TRUST FY2024	£197k	—	unclear	—	no doubt
The Rockspring Charitable Trust FY2025	£1.5m	—	unclear	—	no doubt
THE ROFEH TRUST FY2025	£167k	—	unclear	—	no doubt
THE LYNNE AND NIGEL ROSS CHARITABLE TRUST FY2024	£284k	—	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.