THE NORTHAM CARE TRUST
Provision of both residential and day care services for adults with learning disabilities
Objects
TO RELIEVE HANDICAPPED CHILDREN AND ADULTS IN ANY MANNER WHICH NOW IS OR HEREINAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net surplus of £153,986 for the year ended 31 March 2025, with total funds held at £1,956,706. The trustees confirm the charity remains a going concern with sufficient resources to fund ongoing activities. The charity's reserves policy targets a minimum of 3 months' operating costs (£1,600,000), against which the unrestricted funds not tied to fixed assets stood at £967,754.
What the accounts disclose
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 2
- Government income: £6,388,862 — contracts £6,388,862 (11); 98% of the £6,489,721 total gross income on the same return
- Employees paid over £60,000: 1 (£70,001–£80,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 5
- Government income: £6,106,288 — contracts £6,104,288 (103), grants £2,000 (1); 97% of the £6,267,099 total gross income on the same return
- Employees paid over £60,000: 1 (£70,001–£80,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2023
- Government income: £5,892,798 — contracts £5,881,119 (107), grants £11,679 (3); 96% of the £6,159,934 total gross income on the same return
- Employees paid over £60,000: 2 (£60,001–£70,000: 2)
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2022 (received 23/02/2023, 23 days after the 31/01/2023 due date).
Corporate structure
- Registered company of the charity Companies House 04010653
Leadership, per the charity’s website
- Robin Stoneman — Chair
- Katy Kerley — Finance Director
Funders the charity credits
Company officers (Companies House)
- BOWEN, Vincent not on trustee list
- WALTER, Joanne Lisa on trustee list
- DOWN, Robert William Main on trustee list
- WHITTAKER, Jane Helen on trustee list
- STONEMAN, Robin Stanley on trustee list
- MOLE, Peter Roderick on trustee list
- KERLEY, Katy Victoria
Structured financials (annual return, FY ending 31/03/2025)
Care Quality Commission ratings
- Northam Lodge: Good
- TNCT Supported Living: Good
Register events
- Received assets from another charity (05/03/2026)
Trustees
- ROBIN STONEMANchair
- Christopher Derrik Fulford
- Jane Helen Whittaker
- Joanne Lisa Walter Mrs
- RODERICK MOLE
- Robert William Main Down
- Vicent Patrick Bowen
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £6.5m | £6.3m |
| 31/03/2024 | £6.3m | £6.2m |
| 31/03/2023 | £6.2m | £6.2m |
| 31/03/2022 | £5.1m | £4.9m |
| 31/03/2021 | £3.3m | £3.4m |
Common questions
Is THE NORTHAM CARE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £153,986 for the year ended 31 March 2025, with total funds held at £1,956,706. The trustees confirm the charity remains a going concern with sufficient resources to fund ongoing activities. The charity's reserves policy targets a minimum of 3 months' operating costs (£1,600,000), against which the unrestricted funds not tied to fixed assets stood at £967,754. Its FY2025 accounts were audited by Sumer Auditco Ltd.
Who funds THE NORTHAM CARE TRUST?
Funders whose own accounts filings name THE NORTHAM CARE TRUST as a grant recipient include THE BLUEBERRY FOUNDATION, THE BRIDGE TRUST, THE CLARE MILNE TRUST, KATHLEEN BERYL SLEIGH CHARITABLE TRUST, THE PROVINCIAL GRAND LODGE OF DEVONSHIRE BENEVOLENT FUND.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE BLUEBERRY FOUNDATION | FY2025 | £25k | |
| THE BLUEBERRY FOUNDATION | FY2024 | £11k | project to help isolated elderly people in Bideford area as well as donation towards architects fees, eco survey, site survey and planning submission at Northam |
| THE BRIDGE TRUST | FY2025 | £9k | Taxi Voucher Scheme |
| THE CLARE MILNE TRUST | FY2021 | £6k | |
| KATHLEEN BERYL SLEIGH CHARITABLE TRUST | FY2025 | £5k | |
| THE PROVINCIAL GRAND LODGE OF DEVONSHIRE BENEVOLENT FUND | FY2025 | £2k | |
| THE DAVID GIBBONS FOUNDATION | FY2023 | £430 |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Sport England | 16/09/2025 | £15k | Hydrotherapy pool |
| Sport England | 20/05/2022 | £8k | Jubilee Fund - Accessible Gym and Racquet Sports |
| The National Lottery Community Fund | 06/05/2022 | £10k | Reconnecting isolated older people affected by the pandemic |
| The National Lottery Community Fund | 27/11/2020 | £6k | Rose Hill Pony Project for people with learning and physical disabilities |
| The National Lottery Community Fund | 17/09/2014 | £10k | Rose Hill Horticultural Project and Gardening Service |
| The National Lottery Community Fund | 24/05/2006 | £5k | Bathroom Refurbishment |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ALBERT GUBAY CHARITABLE FOUNDATION | 1 | £374k |
| THE EDWARD AND DOROTHY CADBURY TRUST | 1 | £10k |
| LILLIE JOHNSON CHARITABLE TRUST | 1 | £6k |
| THE FINNIS SCOTT FOUNDATION | 1 | £5k |
| THE CATHERINE COOKSON CHARITABLE TRUST | 1 | £4k |
| SIR JULES THORN CHARITABLE TRUST | 1 | £3k |
| THE MICHAEL MARSH CHARITABLE TRUST | 1 | £2k |
| SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £2k |
Charities like this
- LD:NORTHEAST
- FAMILY CARE TRUST
- STROUD & DISTRICT HOMES FOUNDATION LIMITED
- CARERS NORTHUMBERLAND
- CHESCOMBE TRUST LIMITED
- PARCHMENT TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE NORTHAM CARE TRUST | £6.5m | — | — | unclear | — | no doubt |
| LD:NORTHEAST | £1.4m | — | 0 | unclear | — | no doubt |
| FAMILY CARE TRUST | £4.1m | — | 0 | unclear | — | no doubt |
| STROUD & DISTRICT HOMES FOUNDATION LIMITED | £2.6m | — | 0 | unclear | — | no doubt |
| CARERS NORTHUMBERLAND | £468k | — | 0 | unclear | — | no doubt |
| CHESCOMBE TRUST LIMITED | £2.4m | — | 0 | unclear | — | no doubt |