THE ROUGHAM ESTATE TRUST
Financial health, per its FY2024 accounts
The accounts state that the charity holds total reserves of £14,323,642, with general free reserves of £946,014. The trustees consider this level of free reserves acceptable given the low core costs and the ability to control grant funding. The going concern assessment confirms sufficient funds to meet liabilities for at least 12 months with no material uncertainties.
What the accounts disclose
“Trustees consider this to be an acceptable level of free reserves considering the low level of core costs incurred by the Trust.” — page 8
“In aggregate expenses of £12,048 (2023: £7,011) incurred on behalf of the Trust by these partnerships and repayments by the Trust of £4,116 (2023: £11,440) were made.” — page 24
“During the year interest of £116,475 (2023: £67,859) was charged on loans to Rougham Estate and Rougham Estate Farms totalling £1,620,520 (2023: £1,620,520).” — page 24
“In aggregate expenses of £12,048 (2023: £7,011) incurred on behalf of the Trust by these partnerships and repayments by the Trust of £4,116 (2023: £11,440) were made.” — page 24
“During the year interest of £116,475 (2023: £67,859) was charged on loans to Rougham Estate and Rougham Estate Farms totalling £1,620,520 (2023: £1,620,520).” — page 24
“In aggregate expenses of £12,048 (2023: £7,011) incurred on behalf of the Trust by these partnerships and repayments by the Trust of £4,116 (2023: £11,440) were made.” — page 24
“During the year interest of £116,475 (2023: £67,859) was charged on loans to Rougham Estate and Rougham Estate Farms totalling £1,620,520 (2023: £1,620,520).” — page 24
“In aggregate expenses of £12,048 (2023: £7,011) incurred on behalf of the Trust by these partnerships and repayments by the Trust of £4,116 (2023: £11,440) were made.” — page 24
“During the year interest of £116,475 (2023: £67,859) was charged on loans to Rougham Estate and Rougham Estate Farms totalling £1,620,520 (2023: £1,620,520).” — page 24
Trustees
- GEORGE AGNEWchair
- ADRIAN WHITE
- ALLAN GOULD
- CHRISTOPHER HAWKINS
- DESMOND ASTLEY-COOPER MA OXON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
The accounts state that the charity holds total reserves of £14,323,642, with general free reserves of £946,014. The trustees consider this level of free reserves acceptable given the low core costs and the ability to control grant funding. The going concern assessment confirms sufficient funds to meet liabilities for at least 12 months with no material uncertainties. Its FY2024 accounts were audited by Sumer Auditco Limited.