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

ROBERTS FOUNDATION

Registered charity 222414 · accounts filings on the Charity Commission register

The welfare of the ex-employees of H A Job Ltd

Causes: The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · website · Get email alerts

Latest income
£58k
Latest spending
£77k
Registered
1963
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity operated at a deficit of £18,758 for the year ended 30 April 2025, resulting in a decrease in unrestricted funds to £227,909. The Trustees confirm the charity has adequate resources to continue operating for at least twelve months, noting that rental income covers all costs and remaining assets will cover future gifts. The Trustees intend to allow the fund to run at a deficit if necessary to meet primary objects as the number of beneficiaries dwindles.

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

What the accounts disclose

Largest income source: Property rental Income (86% of income)
“Other Income - Property rental Income 49,828”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: a level which generates sufficient income when combined with other sources of income including rents receivable, to meet management, administration and support costs and to respond to emergency needs which arise from time to time (held: £228k)
“It is the policy of the charity to maintain free reserves at a level which generates sufficient income when combined with other sources of income including rents receivable, to meet management, administration and support costs and to respond to emergency needs which arise from time to time.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Administrator's fees paid to KBR Will Trust, where Trustees E. Roberts and A Gurdon are beneficiaries.
“Administrator's fees of £13,716 (2024 - £5,000) were paid to KBR Will Trust to cover the secretarial and administrative expenses Incurred by the company on the charity's behalf. E. Roberts and A Gurdon have an Interest as beneficiaries of that trust.” — page 13
Per its FY2025 accounts as filed with the Charity Commission.

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

Public fundraising profile: JustGiving — Roberts Foundation (matched by registered charity number).

Trustees · trustee networks

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

Operates in: Surrey · Throughout London

Income and spending

Financial year endIncomeSpending
30/04/2025£58k£77k
30/04/2024£53k£50k
30/04/2023£49k£43k
30/04/2022£65k£73k
30/04/2021£48k£53k

Common questions

Is ROBERTS FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity operated at a deficit of £18,758 for the year ended 30 April 2025, resulting in a decrease in unrestricted funds to £227,909. The Trustees confirm the charity has adequate resources to continue operating for at least twelve months, noting that rental income covers all costs and remaining assets will cover future gifts. The Trustees intend to allow the fund to run at a deficit if necessary to meet primary objects as the number of beneficiaries dwindles. Its FY2025 accounts were independently examined.