THE ROUGHAM ESTATE TRUST

Registered charity 1155315 · accounts filings on the Charity Commission register · also known as RET

PROMOTING LOCAL HISTORY, CONSERVATION AND MUSICAL EDUCATION

Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · Recreation · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£347k
Latest spending
£119k
Registered
2014
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds total reserves of £14,634,735, with a free unrestricted reserve of £1,180,420. The trustees consider this level of free reserves acceptable given the low core costs and the ability to control grant funding. The financial statements are prepared on a going concern basis with no material uncertainties identified.

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

What the accounts disclose

Reserves policy: one year’s worth of core expenditure (held: £1.2m)
“The target level of free reserves is one year’s worth of core expenditure, which is considered to be low given that the Trust has relatively few overheads and can control the level of grant funding which is awarded.” — page 11
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Sumer Auditco Limited. Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Suffolk

Income and spending

Financial year endIncomeSpending
31/03/2025£347k£119k
31/03/2024£451k£114k
31/03/2023£266k£107k
31/03/2022£245k£76k
31/03/2021£249k£85k

Common questions

Is THE ROUGHAM ESTATE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds total reserves of £14,634,735, with a free unrestricted reserve of £1,180,420. The trustees consider this level of free reserves acceptable given the low core costs and the ability to control grant funding. The financial statements are prepared on a going concern basis with no material uncertainties identified. Its FY2025 accounts were audited by Sumer Auditco Limited.

Government & lottery funding

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

FunderDateAmountPurpose
UK government01/04/2024£24kGCA PROG DEL RPA COUNTRYSIDE STEWARDSHIP
UK government—£10kManagement Agreement

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.

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ROUGHAM ESTATE TRUST£347k—0unclear—no doubt
THE REGAL TRUST LIMITED FY2025£658k—0unclear—no doubt
THE SHARPHAM TRUST FY2025£2.2m——above—no doubt
EASTBROOK EDUCATION TRUST FY2025£2.0m—0unclear—no doubt
ROYAL CHORAL SOCIETY LIMITED FY2025£285k—0unclear—no doubt
RICHMOND UPON THAMES MUSIC TRUST COMPANY LIMITED FY2025£1.8mmore than £60,0001unclear—no doubt

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