THE MRS L D ROPE THIRD CHARITABLE SETTLEMENT
To give effect to the objects of the charity as expressed by the founders wishes. The charity's over arching aim is the relief of poverty. As a grant making charity the trustees support individuals and communities in great need in Suffolk, the UK and the Third World. In addition, the trustees support specific causes identified by the founder.
Financial health, per its FY2025 accounts
The accounts state that the Charity holds total net assets of £75,028,129, comprising a substantial endowment fund and unrestricted general funds. Per the trustees' report, the Charity reported a net deficit of expenditure over income before investment gains, but this was offset by significant net gains on investments, resulting in a strong overall financial position with adequate resources to continue activities.
What the accounts disclose
“The minimum figure for reserves has been agreed by the Trustees as 6 months' investment income averaged over a three-year period and the maximum is calculated as the total of twice the average of investment income over the last three years plus gift aid receipts and/or donations or legacies spread evenly over 6 years.” — page 14
“Catherine Scott, partner in Messrs Mills & Reeve solicitors, received no remuneration directly or reimbursed expenses. Mills & Reeves’ fees for legal services are charged on an arm’s length basis. Total fees payable to Messrs Mills & Reeve incurred by the Charity were £23,328 (2024: £19,825)” — page 58
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (12/05/2026)
Trustees
- CATHERINE SUSANNE JUDITH SCOTT
- Judith Coplowe
- Stephen Charles Serpell
- Stephen Douglas Singleton
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.3m | £2.9m |
| 31/03/2024 | £2.8m | £2.5m |
| 31/03/2023 | £2.0m | £2.1m |
| 05/04/2022 | £2.3m | £1.9m |
| 05/04/2021 | £1.5m | £1.7m |
Common questions
Is THE MRS L D ROPE THIRD CHARITABLE SETTLEMENT financially healthy?
Per its FY2025 accounts: The accounts state that the Charity holds total net assets of £75,028,129, comprising a substantial endowment fund and unrestricted general funds. Per the trustees' report, the Charity reported a net deficit of expenditure over income before investment gains, but this was offset by significant net gains on investments, resulting in a strong overall financial position with adequate resources to continue activities. Its FY2025 accounts were audited by PEM Audit Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE NATIONWIDE FOUNDATION | 1 | £1.9m |
| M O CHARITABLE TRUST | 1 | £1.2m |
| M B FOUNDATION (ALSO KNOWN AS MOSSAD HORAV MOSHE ARYEH HALEVY) | 1 | £490k |
| TRUST FOR LONDON | 1 | £124k |
| THE WESTMINSTER FOUNDATION | 1 | £94k |
| THE ALLEN OVERY SHEARMAN STERLING FOUNDATION | 1 | £50k |
| LLOYDS BANK FOUNDATION FOR ENGLAND & WALES | 1 | £50k |
| WESTMINSTER AMALGAMATED CHARITY | 1 | £34k |
Charities like this
- THE EARL OF SOUTHAMPTON TRUST
- THE CORNERSTONE CHURCH GROUP
- CHARITWORTH LIMITED
- KOLLEL BINYAN SIMCHA
- THE SHANLEY CHARITABLE TRUST
- THE ZACCHAEUS 2000 TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE MRS L D ROPE THIRD CHARITABLE SETTLEMENT | £2.3m | — | — | unclear | — | no doubt |
| THE EARL OF SOUTHAMPTON TRUST | £181k | — | 0 | above | — | no doubt |
| THE CORNERSTONE CHURCH GROUP | £226k | — | 0 | unclear | — | no doubt |
| CHARITWORTH LIMITED | £3.3m | — | 0 | unclear | — | no doubt |
| KOLLEL BINYAN SIMCHA | £573k | — | 0 | unclear | — | no doubt |
| THE SHANLEY CHARITABLE TRUST | £224k | — | 0 | unclear | — | no doubt |