Skip to main content Skip to navigation

The Roper Family Charitable Trust

The Trustees support charities in and around the Bath area in North Somerset. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Email Charity

Activities & Mission

The Trustees support charities in and around the Bath area in North Somerset. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£895,687
Latest Expenditure
£506,477

Financial Efficiency

Program Ratio 52.6%
% of income going directly to charitable activities

Higher than 17% of UK Beneficiary group charities with income £100K to £1M (sample: 3459). How is this calculated?

Overall Efficiency 93.0%
% of expenditure going to programs (vs overhead)

Higher than 30% of UK Beneficiary group charities with income £100K to £1M. How is this calculated?

Administrative Ratio 7.7%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 25% of UK Beneficiary group charities with income £100K to £1M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £666,848
Other Income £228,839

Expenditure Categories

Charitable Expenditure £470,902
Raising Funds £35,575
Governance £3,300
Grants to Institutions £435,000
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£895,687
£506,477£470,902£9,530,703£435,9680 / 0
2024
£548,759
£619,771£587,040£8,580,437£11,1830 / 0
2023
£449,299
£582,6400 / 0
2022
£596,768
£593,056£566,903£8,468,652£149,8440 / 0
2021
£660,832
£608,183£608,183£5,731,377£119,9790 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Roper Family Charitable Trust

What does The Roper Family Charitable Trust do?

The Trustees support charities in and around the Bath area in North Somerset. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

How much income did The Roper Family Charitable Trust report in 2025?

The Roper Family Charitable Trust reported total income of £896k and reported expenditure of £506k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is The Roper Family Charitable Trust?

The Roper Family Charitable Trust has a program ratio of 52.6%, meaning that share of its income goes directly to charitable activities. This is higher than 17% of UK Beneficiary group charities with income £100K to £1M (sample of 3459 charities). See our methodology for how this is calculated.

When was The Roper Family Charitable Trust registered as a charity?

The Roper Family Charitable Trust was registered with the Charity Commission for England and Wales on 1 August 2007 as charity number 1120400. It has been registered for 19 years.

Who runs The Roper Family Charitable Trust?

The Roper Family Charitable Trust is governed by a board of 3 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Roper Family Charitable Trust operate?

The Roper Family Charitable Trust operates in Bath And North East Somerset, as recorded in its Charity Commission filing.

Is The Roper Family Charitable Trust a registered charity?

Yes — The Roper Family Charitable Trust is a registered charity in England and Wales, charity number 1120400.

Details

Address
Ludlow Trust Co Ltd
1st Floor
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ
Registration Date
1 August 2007
Status
Registered

Registry Information

Organisation Number
4033745
Charity Number
1120400

Is this your charity?

Add your logo, photos and tell the story behind the numbers in your own words. Free for our first 50 launch partners.

Claim this listing Learn more about premium profiles

Trustees

Ludlow Trust Company Ltd
PAUL ROPER
Also governs 1 other charity

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
Report a data issue