THE HUGH SYMONS CHARITABLE TRUST
The Trust will have an emphasis towards 3rd World needs and development.
Financial health, per its FY2025 accounts
The accounts state that total funds decreased to £5,110,239 from £5,405,945 in the prior year, driven by a net loss on investments and charitable expenditure exceeding income. The trustees maintain a reserves policy of holding cash reserves approximately equal to one-half of the previous year's income to provide a cushion against unforeseen expenditure. The charity received £313,665 in income and made grants totaling £356,002, leaving unspent resources of £5,110,239 at the year end.
What the accounts disclose
“UK stock exchange - Dividends 202,330” — page 12
“Cash reserves of approximately one-half of the previous year's income are held to provide a ‘cushion' against unforeseen expenditure and against sharp fluctuations in income.” — page 3
“During the year donations totalling £100,000 were received from a company ultimately owned by GH Roper and a further £200 donation was received from Mrs P H Roper, these were free from restrictions and were used to support the charity's activities.” — page 18
Trustees
- GEOFFREY HUGH ROPERchair
- KATHERINE ANNE ROPER
- LESTER ALDRIDGE TRUST COMPANY
- PAULINE HELENA ROPER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £314k | £356k |
| 05/04/2024 | £322k | £421k |
| 05/04/2023 | £311k | £418k |
| 05/04/2022 | £305k | £536k |
| 05/04/2021 | £105k | £343k |
Common questions
Is THE HUGH SYMONS CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total funds decreased to £5,110,239 from £5,405,945 in the prior year, driven by a net loss on investments and charitable expenditure exceeding income. The trustees maintain a reserves policy of holding cash reserves approximately equal to one-half of the previous year's income to provide a cushion against unforeseen expenditure. The charity received £313,665 in income and made grants totaling £356,002, leaving unspent resources of £5,110,239 at the year end. Its FY2025 accounts were audited by Andrews and Palmer Ltd.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HELPING FOUNDATION | 1 | £407k |
| The Wavertree Education Trust Limited | 1 | £12k |
Charities like this
- THE SIMON GIBSON CHARITABLE TRUST
- OUTHWAITE CHARITABLE TRUST
- THE SYMPATHETIC TRUST
- BEIS HAMEDRASH SHAAREI TEFILLAH
- THE RUBIN FOUNDATION CHARITABLE TRUST
- THE ADINT CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE HUGH SYMONS CHARITABLE TRUST | £314k | — | 0 | below | — | no doubt |
| THE SIMON GIBSON CHARITABLE TRUST | £29.1m | — | 0 | unclear | — | no doubt |
| OUTHWAITE CHARITABLE TRUST | £138k | — | 0 | unclear | — | no doubt |
| THE SYMPATHETIC TRUST | £877k | — | 0 | unclear | — | no doubt |
| BEIS HAMEDRASH SHAAREI TEFILLAH | £133k | — | 0 | above | — | no doubt |
| THE RUBIN FOUNDATION CHARITABLE TRUST | £205k | — | 0 | unclear | — | no doubt |