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the roper family charitable trust

The charity supports children and young people, elderly people, people with disabilities, people of a particular ethnic or racial origin, other charities or voluntary bodies, other defined groups, and the general public. The Roper Family Charitable Trust is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to organisations. The charity is based in Bristol and operates in Bath And North East Somerset.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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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.

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 YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
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
2020£508,931£444,969£444,969£4,658,786£67,3300 / 0

Staff column shows: Employees / Volunteers