THE ROAN CHARITABLE TRUST
Financial health, per its FY2024 accounts
The accounts state that unrestricted funds amounted to £8,674,735 at the year end, with a reserves policy to maintain sufficient funds to meet grants over a period of five years. The charity reported a net surplus for the year of £631,684, driven by significant investment gains, despite resources expended exceeding incoming resources from generated funds.
What the accounts disclose
“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 6
“During the year, donations amounting to £21,535 (2023 : £Nil) were received from Lady Marget Joan Jarvis (trustee)).” — page 15
Funders the charity credits
Trustees
- LADY MARGARET JOAN JARVIS CBEchair
- AMELIA JANE HARRIS
- Lucinda Claire Aitken
- SUSAN MARY SWETE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £195k | £536k |
| 31/03/2024 | £249k | £563k |
| 31/03/2023 | £178k | £541k |
| 31/03/2022 | £204k | £544k |
| 31/03/2021 | £214k | £582k |
Common questions
Is THE ROAN CHARITABLE TRUST financially healthy?
The accounts state that unrestricted funds amounted to £8,674,735 at the year end, with a reserves policy to maintain sufficient funds to meet grants over a period of five years. The charity reported a net surplus for the year of £631,684, driven by significant investment gains, despite resources expended exceeding incoming resources from generated funds. Its FY2024 accounts were audited by Somers Baker Prince Kurz LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE JORDAN CHARITABLE FOUNDATION | 1 | £20k |