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

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.

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.

Year-over-year changes

Comparing this charity’s FY2022 and FY2025 accounts as analysed by this site.

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).

Register events

Trustees

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?

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
THE ADDERSTONE FOUNDATION1£18k

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