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

THE PERSE TRUST

Registered charity 241971 · accounts filings on the Charity Commission register

Operation of six almshouses.

Causes: Accommodation/housing · website · Get email alerts

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 (held: £672k; policy: maintain the capital funds at a level which they judge to be necessary to produce an annual income sufficient to enable the Trust to meet its objectives and the cost of so doing)
“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.

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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.