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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

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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

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
Overall Efficiency 93.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 7.7%
Overhead (fundraising + governance) as % of total expenditure

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.

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

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Trustees

Ludlow Trust Company Ltd
PAUL ROPER
Also governs 1 other charity

Data & trust

Register data refreshed
30 July 2026
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