THE PERSE TRUST
Operation of six almshouses.
Objects
SEE INDIVIDUAL CONSTITUENTS
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.
What the accounts disclose
“Total investment income in the year amounted to £21,930 (2024 - £22,140), together with service charge income of £19,953 (2024 - £15,103)”
“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.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE SPEECH, LANGUAGE AND HEARING FOUNDATION | 1 | £14k |
| THE GOLDHILL FAMILY CHARITABLE TRUST | 1 | £3k |
| THE GOLSONCOTT FOUNDATION | 1 | £2k |
Charities like this
- THE CHARITY SERVICE LIMITED
- THE P T C TRUST
- TURNER'S ALMSHOUSES
- THE QUEST TRUST
- THE P A R CHARITABLE TRUST
- THE SERSE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE PERSE TRUST | £42k | — | 0 | below | — | no doubt |
| THE CHARITY SERVICE LIMITED | £1.3m | — | 0 | below | — | no doubt |
| THE P T C TRUST | £55k | — | 0 | unclear | — | no doubt |
| TURNER'S ALMSHOUSES | £173k | — | 0 | unclear | — | no doubt |
| THE QUEST TRUST | £70k | — | 0 | unclear | — | no doubt |
| THE P A R CHARITABLE TRUST | £75k | — | 0 | above | — | no doubt |