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THE NETHERBY TRUST

Registered charity 1092145 · accounts filings on the Charity Commission register

Latest income
£1.1m
Latest spending
£1.0m
Registered
2002
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds decreased from £14,991,228 to £14,220,486 due to a net loss of £770,742, primarily driven by an £835,462 decrease in investment value. Despite this loss, the charity maintained unrestricted reserves of £13,209 and held total assets of £14,220,486, with the trustees confirming sufficient liquid funds to meet obligations for the next 12 months.

What the accounts disclose

Reserves policy: approximately one year's expenditure (held: £13k)
“It is the policy of the charity that general funds that have not been designated for a specific use should be maintained at a level equivalent to approximately one year's expenditure.” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Williams & Co Chartered Accountants, of whom M Williams is partner.
“The accounts include a charge of £4,980 (2024: £4,194) for the preparation of the accounts by Williams & Co Chartered Accountants, of whom M Williams is partner. There is no charge for his duties as a trustee.” — page 4
“Donations were made to charities where trustees were also involved with other charities or organisations as follows: G J Williams :- Community Foundations for Surrey £404,202 (2024: £80,600)” — page 17
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations to Community Foundations for Surrey, where trustee G J Williams is involved.
“The accounts include a charge of £4,980 (2024: £4,194) for the preparation of the accounts by Williams & Co Chartered Accountants, of whom M Williams is partner. There is no charge for his duties as a trustee.” — page 4
“Donations were made to charities where trustees were also involved with other charities or organisations as follows: G J Williams :- Community Foundations for Surrey £404,202 (2024: £80,600)” — page 17
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Richard Place Dobson Services Limited.

Structured financials (annual return, FY ending 05/04/2025)

Total income
£1.1m
Total spending
£1.0m
Cost of raising funds
£4k
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£1.1m£1.0m
05/04/2024£916k£568k
05/04/2023£384k£717k
05/04/2022£456k£461k
05/04/2021£2.6m£534k

Common questions

Is THE NETHERBY TRUST financially healthy?

The accounts state that total funds decreased from £14,991,228 to £14,220,486 due to a net loss of £770,742, primarily driven by an £835,462 decrease in investment value. Despite this loss, the charity maintained unrestricted reserves of £13,209 and held total assets of £14,220,486, with the trustees confirming sufficient liquid funds to meet obligations for the next 12 months. Its FY2025 accounts were audited by Richard Place Dobson Services Limited.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
SAMJO LIMITED1£904k
MOLE CHARITABLE TRUST1£95k
SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST1£62k
RICHARD WATTS AND THE CITY OF ROCHESTER ALMSHOUSE CHARITIES1£100

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with NORMANBY CHARITABLE TRUST.