The Roper Family Charitable Trust
Analysis
The Roper Family Charitable Trust is a registered charity in England and Wales, based in Bristol. It was registered in August 2007, 19 years ago. Its declared purposes cover general charitable purposes, education/training, the advancement of health or saving of lives and disability, which this site groups under health and saving lives. Legally it is a charitable trust. It says it makes grants to organisations.
In the financial year ending July 2025, The Roper Family Charitable Trust reported income of £896k and spending of £506k, leaving 43% of income unspent that year. Across the 5 years on record, from July 2021 to July 2025, income grew from £661k to £896k (+36%), an average of +7.9% a year. The sharpest change came in the year to July 2025, when income rose by 63%. Over the whole period it spent 92% of the income it received.
Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, The Roper Family Charitable Trust sits at the 88th percentile: it is larger than about 88% of them. Against every charity in England and Wales with reported income it ranks in the 93rd percentile. Charities of a similar size with the same main cause include Emergency-Life Support for Civilian Victims of War and Poverty,uk (£895k), Healthcare People Management Association (£896k) and British Association of Oral and Maxillofacial Surgeons (£895k).
In its latest detailed accounts, income came from investments 74%. Charitable activities took 92% of spending and raising funds 7.0%. Grants to other organisations totalled £435k. Reserves of £436k would cover about 10 months of spending at that rate.
Income and spending
Where the income comes from
- Investments 74%
- Other 26%
In the charity's own words
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
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| Emergency-Life Support for Civilian Victims of War and Poverty,uk | London | £895k |
| Healthcare People Management Association | Lytham St Annes | £896k |
| British Association of Oral and Maxillofacial Surgeons | London | £895k |
| Huntingdon Freemen's Trust | Huntingdon | £896k |