the roper family charitable trust
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
Fundraising
See where The Roper Family Charitable Trust is active and find local fundraising opportunities.
Local Authority
Financial Information
Latest Income
£548,759
Latest Expenditure
£619,771
Financial Efficiency
Program Ratio 107.0%
% of income going directly to charitable activities
Overall Efficiency 94.7%
% of expenditure going to programs (vs overhead)
Administrative Ratio 5.6%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £312,241
Other Income £236,518
Expenditure Categories
Charitable Expenditure £587,040
Raising Funds £32,731
Governance £2,100
Grants to Institutions £553,000
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £548,759 | £619,771 | £587,040 | £8,580,437 | £11,183 | 0 / 0 |
| 2023 | £449,299 | £582,640 | 0 / 0 | |||
| 2022 | £596,768 | £593,056 | £566,903 | £8,468,652 | £149,844 | 0 / 0 |
| 2021 | £660,832 | £608,183 | £608,183 | £5,731,377 | £119,979 | 0 / 0 |
| 2020 | £508,931 | £444,969 | £444,969 | £4,658,786 | £67,330 | 0 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
Ludlow Trust Co Ltd
1st Floor
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ
1st Floor
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ
Website
funding.ludlowtrust.comRegistration Date
1 August 2007
Status
Registered
Registry Information
Organisation Number
4033745
Charity Number
1120400
Trustees
PAUL ROPER
MARK ROPER
Ludlow Trust Company Ltd