ROPER EDUCATIONAL FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 15 September 1964
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £67,843
Latest expenditure: £65,951
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 3&4 AALBORG SQUARE, LANCASTER, LA1 1GG

02 Activities

What the charity does

The management and administration of the Property held by the Trustees, and the application of the income received from such property in accordance with the "Application of Income" conditions referred to in the Scheme (dated 4th May 1964) made by the Secretary of State for Education and Science under Section 18 of the Charities Act 1960.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 23 July 2026
Date Accounts Received: 23 July 2026
Total Gross Income: £67,843
Total Gross Expenditure: £65,951

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 10 June 2025
Date Accounts Received: 10 June 2025
Total Gross Income: £67,808
Total Gross Expenditure: £66,002

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 24 June 2024
Date Accounts Received: 24 June 2024
Total Gross Income: £65,629
Total Gross Expenditure: £68,548

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 24 October 2023
Date Accounts Received: 24 October 2023
Total Gross Income: £63,234
Total Gross Expenditure: £63,800

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 24 September 2022
Date Accounts Received: 24 September 2022
Total Gross Income: £37,425
Total Gross Expenditure: £4,991

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 23 July 2026
Total Gross Income: £67,843
Total Gross Expenditure: £65,951
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 10 June 2025
Total Gross Income: £67,808
Total Gross Expenditure: £66,002
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 24 June 2024
Total Gross Income: £65,629
Total Gross Expenditure: £68,548
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 7

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 24 October 2023
Total Gross Income: £63,234
Total Gross Expenditure: £63,800
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 7

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 24 September 2022
Total Gross Income: £37,425
Total Gross Expenditure: £4,991
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Lancashire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name: ROPER EDUCATIONAL FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-09-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 4 MAY 1964
Charitable Objects: (A) IN MAKING PAYMENTS TO THE MANAGERS OR GOVERNORS OF ANY AIDED OR SPECIAL AGREEMENT SCHOOL IN, OR SERVING THE AREA OF, THE COUNTY BOROUGH OF PRESTON IN WHICH RELIGIOUS INSTRUCTION IS GIVEN IN ACCORDANCE WITH THE DOCTRINES OF THE ROMAN CATHOLIC CHURCH, WITH A PREFERENCE FOR SUCH A SCHOOL IN ST. WILFRID'S ROMAN CATHOLIC PARISH TO BE APPLIED IN OR TOWARDS THE COST OF THE PROVISION OF ALTERATIONS OF OR REPAIRS TO, THE PREMISES OF THE SCHOOL. (B) IN THE PROVISIONS FOR THE BENEFIT OF BOYS AND GIRLS WHO ARE RESIDENT IN ST. WILFRID'S PARISH, PRESTON OR WHO HAVE FOR NOT LESS THAN TWO YEARS AT ANY TIME ATTENDED A SCHOOL IN THAT PARISH, OF (1) EXHIBITIONS TENABLE TO ANY SECONDARY SCHOOL, TRAINING COLLEGE FOR TEACHERS, UNIVERSITY OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION AND (2) FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ENABLE BENEFICIARIES ON LEAVING SCHOOL, UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, OR TO ASSIST THEIR ENTRY INTO, A PROFESSION, TRADE OR CALLING AND (3) IN PROMOTING THE EDUCATIONAL WORK (INCLUDING SOCIAL AND PHYSICAL TRAINING) CARRIED ON IN THE PREMISES OF THE FOUNDATION.
Area Of Benefit: COUNTY BOROUGH OF PRESTON

09 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures