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THE ROGER & DOUGLAS TURNER CHARITABLE TRUST

Registered charity 1154467 · accounts filings on the Charity Commission register · also known as R D TURNER CHARITABLE TRUST, THE R D TURNER CHARITABLE TRUST, Turner Trust

The trust makes grants to registered charities (mainly local) and provides public access and education at Arley Arboretum, which is part of Arley Estate in Worcestershire's Severn Valley. Contact the website or Grants Officer for further details.

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

Latest income
£1.9m
Latest spending
£3.1m
Registered
2013
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves fell to £134k, which is below the stated policy target range of £250k to £750k, although the trustees note that £300k was drawn from investments in early 2026 to restore reserves. The charity reported an operating deficit of £1.171m for the year, driven by a £58k loss from its trading subsidiary and increased charitable grant payments.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Highest-paid employee band: £100,001 - £110,000 — in the top quarter for charities its size (median £70k)
“One employee had earnings which fell between £100,000 and £110,000 (2024: One employee had earnings which fell between £90,000 and £100,000).”
Per its FY2025 accounts as filed with the Charity Commission.
Employees paid over £60,000: 1
“One employee had earnings which fell between £100,000 and £110,000”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £134k; policy: £250k to £750k)
“At 31 December 2025, reserves amounted to £134k (2024: £234k). Our policy is to hold reserves generally in the target range of £250k to £750k; although the reserves fell below target at 31 December 2025”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Payments to solicitors where one trustee is a partner
“One Trustee is a private client partner of our solicitors, Lodders LLP. Payments totalling £3,500 (2024: £7,500) were made to Lodders LLP for legal advice on residential and agricultural leases on an arm’s length basis and were provided by a separate independent team.” — page 32
“Costs (principally staff costs) recharged to the trading subsidiary amounted to £137,882 (2024: £148,296).” — page 32
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Recharges to trading subsidiary
“One Trustee is a private client partner of our solicitors, Lodders LLP. Payments totalling £3,500 (2024: £7,500) were made to Lodders LLP for legal advice on residential and agricultural leases on an arm’s length basis and were provided by a separate independent team.” — page 32
“Costs (principally staff costs) recharged to the trading subsidiary amounted to £137,882 (2024: £148,296).” — page 32
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Income from trading subsidiary
“One Trustee is a private client partner of our solicitors, Lodders LLP. Payments totalling £3,500 (2024: £7,500) were made to Lodders LLP for legal advice on residential and agricultural leases on an arm’s length basis and were provided by a separate independent team.” — page 32
“Costs (principally staff costs) recharged to the trading subsidiary amounted to £137,882 (2024: £148,296).” — page 32
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustee purchase of IT equipment
“One Trustee is a private client partner of our solicitors, Lodders LLP. Payments totalling £3,500 (2024: £7,500) were made to Lodders LLP for legal advice on residential and agricultural leases on an arm’s length basis and were provided by a separate independent team.” — page 32
“Costs (principally staff costs) recharged to the trading subsidiary amounted to £137,882 (2024: £148,296).” — page 32
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Arley House & Gardens Limited
“The Trust has one wholly owned subsidiary, Arley House & Gardens Limited, which is registered in England.” — page 19
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Crowe U.K. LLP. Discloses 6 of 6 completeness components.

Year-over-year changes

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/12/2025)

Total income
£1.9m
Total spending
£3.1m
Cost of raising funds
£878k
Reserves (reported)
£134k
Employees
47

Reported reserves equal ~0.5 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (64% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 46.1% of total income — above the 90th percentile for charities its size (median 5.2%) (benchmarks).

Register events

Trustees · trustee networks

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

Operates in: Birmingham City · Dudley · Herefordshire · Sandwell · Walsall · Wolverhampton · Worcestershire

Income and spending

Financial year endIncomeSpending
31/12/2025£1.9m£3.1m
31/12/2024£2.2m£2.6m
31/12/2023£2.1m£2.7m
31/12/2022£2.4m£2.5m
31/12/2021£2.0m£2.2m

Common questions

Is THE ROGER & DOUGLAS TURNER CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free reserves fell to £134k, which is below the stated policy target range of £250k to £750k, although the trustees note that £300k was drawn from investments in early 2026 to restore reserves. The charity reported an operating deficit of £1.171m for the year, driven by a £58k loss from its trading subsidiary and increased charitable grant payments. Its FY2025 accounts were audited by Crowe U.K. LLP.

What does the highest-paid employee of THE ROGER & DOUGLAS TURNER CHARITABLE TRUST earn?

Per its FY2025 accounts, the highest-paid employee was in the £100,001 - £110,000 band, and 1 employees earned over £60,000.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
UK government01/04/2024£36kGCA PROG DEL RPA COUNTRYSIDE STEWARDSHIP
UK government01/04/2023£17kGCA PROG DEL RPA COUNTRYSIDE STEWARDSHIP

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE GROCERS' CHARITY1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with G J W TURNER TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ROGER & DOUGLAS TURNER CHARITABLE TRUST£1.9m£100,001 - £110,0001below—no doubt
G J W TURNER TRUST FY2025£362k—0above—no doubt
The Worshipful Company of Turners Charitable Trust FY2023£185k—0unclear—no doubt
The Grocott Family Foundation FY2025£926k—0unclear—no doubt
Worcestershire Building Preservation Trust FY2025£1.3m—0unclear—no doubt
THE ARBORICULTURAL ASSOCIATION FY2025£1.7min excess of £70,0001unclear—material uncertainty

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