Charity Accounts Intelreading the accounts so you don’t have to

THE MAURICE HENRY ROE CHARITABLE TRUST

Registered charity 1159736 · accounts filings on the Charity Commission register

General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Causes: General Charitable Purposes · website · Get email alerts

Latest income
£33k
Latest spending
£40k
Registered
2014
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves were £3,480 at the end of the period, down from £6,919 in the prior year. The charity holds bank balances of £8,767 and investments valued at £675,070 within an expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks.

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

What the accounts disclose

Reserves policy: maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks (held: £3k)
“The Trustees pursue a policy of maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks.”
Per its FY2025 accounts as filed with the Charity Commission.
Payments to trustees: Ludlow Trust Company Ltd (corporate trustee) received £5,634 for trust administration and cash management fees. No individual trustees received remuneration.
“No trustee received any remuneration or was reimbursed any expenses in the year under review. Ludlow Trust Company Ltd was paid £5,634 for trust administration and cash management fees during the year under review. These fees are authorised under clause 13 of the trust deed.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
20/12/2025£33k£40k
20/12/2024£37k£41k
20/12/2023£16k£32k
20/12/2022£13k£178k
20/12/2021£11k£16k

Common questions

Is THE MAURICE HENRY ROE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free reserves were £3,480 at the end of the period, down from £6,919 in the prior year. The charity holds bank balances of £8,767 and investments valued at £675,070 within an expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. Its FY2025 accounts were independently examined.