Finance Score: -5

Governance Score: 0

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

No supporters identified

Overall GiG Score: -5

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

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
25/07/23		£449	£583	£-133	n/a	n/a	n/a	n/a	n/a
25/07/22		£597	£593	£4	£0	£8,469	£150	3	0
25/07/21		£661	£608	£53	£0	£5,731	£120	2.4	0
25/07/20	*	£509	£445	£64	£0	£4,659	£67	1.8	0
25/07/19		£651	£655	£-4	£0	£3,381	£3	0.1	0
25/07/18		£340	£344	£-4	£0	£0	£0	n/a	0
25/07/17		£334	£288	£46	£0	£0	£0	n/a	0
25/07/16		£244	£240	£4	£0	£0	£0	n/a	0
25/07/15		£269	£288	£-20	£0	£0	£0	n/a	0
25/07/14		£304	£273	£30	£0	£0	£0	n/a	0
25/07/13		£415	£449	£-34	£0	£0	£0	n/a	0
25/07/12		£253	£228	£25	£0	£0	£0	n/a	0
25/07/11		£139	£149	£-10	£0	£0	£0	n/a	0
25/07/10		£275	£266	£9	£0	£0	£0	n/a	0
25/07/09		£180	£174	£6	£0	£0	£0	n/a	0
25/07/08		£40	£104	£-65	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 17 years

https://funding.ludlowtrust.com

charitabletrusts@ludlowtrust.com

01173138200

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Bath And North East Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

LUDLOW TRUST COMPANY LTD Appointed: 2021, Other trusteeships: THE LINDSAY TRUST, THE REGINALD M PHILLIPS CHARITABLE FOUNDATION, THE KATHLEEN LAURENCE TRUST, THE JOAN MARY WOODHAM HURRELL TRUST, THE MARY STEPHANIE WARREN-COLEMAN TRUST, THE PLASTOW FAMILY CHARITABLE TRUST, THE MARGARET ELIZABETH CORMACK CHARITABLE TRUST, THE HSWJ TRUST, THE ETTLING CHARITABLE TRUST, THE J VAN MARS FOUNDATION, THE MURIEL JONES FOUNDATION, THE THOMPSON6 CHARITABLE TRUST, THE CARLILE FOUNDATION CHARITABLE TRUST, PAULINE MEREDITH CHARITABLE TRUST, JOSEPH ETTEDGUI CHARITABLE FOUNDATION, THE RELITHAN CHARITABLE TRUST, THE DISCWORLD FOUNDATION, THE KENNETH MONTAGUE DICKINSON CHARITABLE TRUST, THE PRAFARATA FOUNDATION, THE WHITEWATER CHARITABLE TRUST, THE TORNS CHARITABLE TRUST, THE PAYBACK TIME TRUST, THE DR CORAL IRMGARD ALLWORTHY CHARITABLE TRUST, THE LINDLEY FOUNDATION, THE SAMUEL FELDMAN NORTH EAST CORNER CHARITABLE TRUST, THE EDWARD & CATHERINE WRAY CHARITABLE TRUST, THE WESTCOTT FAMILY CHARITABLE TRUST, THE BROWN SOURCE TRUST, THE AITKEN FAMILY CHARITABLE TRUST, THE 4 BETTER FOUNDATION, THE CHIGA CHARITABLE TRUST, THE SCSJD CHARITABLE TRUST, THE JECTUS CHARITABLE FOUNDATION, THE AQUEDUCT CHARITABLE TRUST, THE FRAXINUS CHARITABLE TRUST, MAURICE AND SUSAN ROTHSCHILD INCENTIVE TRUST, THE HURST LEA FOUNDATION, THE ROWLAND EDUCATIONAL FOUNDATION, MILLIE'S WATCH, THE POLMAX CHARITABLE TRUST, THE CJM AND FAMILY CHARITABLE TRUST, THE GNINWOD TRUST, THE CORTON HILL TRUST, THE ORKNEY CHERRY CHARITABLE TRUST,

MARK ROPER Appointed: 2015, Other trusteeships: SOUTH WEST ACTION FOR LEARNING AND LIVING OUR WAY LIMITED, JAMIE'S FARM,

PAUL ROPER Appointed: 2015, Occupation: Company Director, Other trusteeships: BATH MOZARTFEST LIMITED, KING EDWARD'S SCHOOL BATH,

Legal constitution

Charity registered in England & Wales on 01/08/2007, number: 1120400

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

16 returns made; AR20: 37 days late,

Main office

Ludlow Trust Co Ltd
1st Floor
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ

Objectives

TO FURTHER SUCH OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE BATH AND NORTH EAST SOMERSET

Data Sources