THE PERSE TRUST

Registered charity 241971 · accounts filings on the Charity Commission register

Operation of six almshouses.

Objects

SEE INDIVIDUAL CONSTITUENTS

Area of benefit: CAMBRIDGE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Accommodation/housing · website · Get email alerts

Registered contact address: Cambridge, East of England, England (from the postcode on the register)

Latest income
£42k
Latest spending
£46k
Registered
1965
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that net assets decreased by £34,739 in the year to 30 June 2025, driven by a £30,605 loss in investment value and an expenditure excess over income. The Trustees note that investment income was insufficient to cover expenses, creating a need to increase income or reduce expenditure to ensure reserves remain adequate. Despite this, the charity maintains a positive net asset position of £672,101.

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

What the accounts disclose

Largest income source: Investment income (52% of income)
“Total investment income in the year amounted to £21,930 (2024 - £22,140), together with service charge income of £19,953 (2024 - £15,103)”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy
“Given that the investment income was insufficient to cover expenses for the year to 30 June 2025, there is a need to increase the Charity’s income, increase the value of the endowment or reduce the level of expenditure to ensure income from reserves are adequate to cover expenditure.”
Per its FY2025 accounts as filed with the Charity Commission.

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

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

Operates in: Cambridgeshire

Income and spending

Financial year endIncomeSpending
30/06/2025£42k£46k
30/06/2024£37k£56k
30/06/2023£33k£34k
30/06/2022£24k£73k
30/06/2021£6k£26k

Common questions

Is THE PERSE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that net assets decreased by £34,739 in the year to 30 June 2025, driven by a £30,605 loss in investment value and an expenditure excess over income. The Trustees note that investment income was insufficient to cover expenses, creating a need to increase income or reduce expenditure to ensure reserves remain adequate. Despite this, the charity maintains a positive net asset position of £672,101. Its FY2025 accounts were independently examined.

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CHARITY SERVICE LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE PERSE TRUST£42k—0below—no doubt
THE CHARITY SERVICE LIMITED FY2025£1.3m—0below—no doubt
THE P T C TRUST FY2025£55k—0unclear—no doubt
TURNER'S ALMSHOUSES FY2025£173k—0unclear—no doubt
THE QUEST TRUST FY2025£70k—0unclear—no doubt
THE P A R CHARITABLE TRUST FY2025£75k—0above—no doubt

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