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

QUEEN MARY'S ROEHAMPTON TRUST

Registered charity 211715 · accounts filings on the Charity Commission register

Makes grants to organisations which provide services for war disabled ex-Service personnel (and former members of the mercantile marine disabled in war) and their dependants.

Causes: Disability · Grant history (this charity is a funder) · Get email alerts

Latest income
£479k
Latest spending
£520k
Registered
1965
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net expenditure of £896,099 for the year ended 31 March 2025, driven by significant unrealised investment losses of £855,131. Per the trustees' report, free unrestricted reserves stood at £180,197, which is above the desired policy level of £50,000 to £100,000. The charity maintains a strong net asset position of £14,044,771, supported by substantial endowment investments.

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

What the accounts disclose

Reserves policy: £50,000 to £100,000 (held: £180k)
“At present, the Trustees judge the appropriate level of such reserves to be in the region of £50,000 to £100,000.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustee Major James J Macnamara received a grant of £35,000 to Defence Medical Welfare Service, an organisation of which he is a trustee.
“Major James J Macnamara Defence Medical Welfare Service 35,000” — page 26
“Rakesh Bhabutta Scottish Veterans Residences 10.000” — page 26
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustee Rakesh Bhabutta received a grant of £10,000 to Scottish Veterans Residences, an organisation of which he is a trustee.
“Major James J Macnamara Defence Medical Welfare Service 35,000” — page 26
“Rakesh Bhabutta Scottish Veterans Residences 10.000” — page 26
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Chariton Baker (Bristol) Ltd. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2024)

Total income
£533k
Total spending
£426k
Cost of raising funds
£17k
Reserves (reported)
£203k
Employees
1

Reported reserves equal ~5.7 months of spending — below the median for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Investments (100% 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: 3.1% of total income — above the median for charities its size (2.9%) (benchmarks).

Register events

Trustees · trustee networks

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£479k£520k
31/03/2024£533k£426k
31/03/2023£528k£519k
31/03/2022£492k£527k
31/03/2021£371k£451k

Common questions

Is QUEEN MARY'S ROEHAMPTON TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £896,099 for the year ended 31 March 2025, driven by significant unrealised investment losses of £855,131. Per the trustees' report, free unrestricted reserves stood at £180,197, which is above the desired policy level of £50,000 to £100,000. The charity maintains a strong net asset position of £14,044,771, supported by substantial endowment investments. Its FY2025 accounts were audited by Chariton Baker (Bristol) Ltd.

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
ARMED FORCES COVENANT FUND1£384k
PETER DIXON CHARITABLE TRUST1£129k
THE GOSLING FOUNDATION LIMITED1£100k
LEST WE FORGET ASSOCIATION1£39k
KISHINCHAND CHELLARAM FOUNDATION1£38k
THE FRANCIS WINHAM FOUNDATION1£30k
THE ADDERSTONE FOUNDATION1£18k
THE DICKINSON FAMILY CHARITABLE TRUST1£16k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with 1ST THE QUEEN'S DRAGOON GUARDS REGIMENTAL TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
QUEEN MARY'S ROEHAMPTON TRUST£479k—0above—no doubt
1ST THE QUEEN'S DRAGOON GUARDS REGIMENTAL TRUST FY2025£175k—0unclear—no doubt
ROYAL STAR & GARTER FY2024£26.0m——unclear21.0%no doubt
PRINCESS OF WALES'S ROYAL REGIMENT (QUEEN'S AND ROYAL HAMPSHIRES) BENEVOLENT FUND FY2024£377k—0above—no doubt
THE ROYAL NAVY AND ROYAL MARINES CHARITY FY2024£13.7m——unclear—no doubt
THE MARY HOMFRAY CHARITABLE TRUST FY2025£139k—0below—no doubt

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