THE NETHERBY TRUST

Registered charity 1092145 · accounts filings on the Charity Commission register

Make donations to deserving causes in the local area and other deserving causes.

Objects

FOR SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Area of benefit: WORLDWIDE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · Amateur Sport · Other Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Reigate and Banstead, South East, England (from the postcode on the register)

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Richard Place Dobson Services Limited. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Investment
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

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 05/04/2021 (received 21/02/2022, 16 days after the 05/02/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

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

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Other (98% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.4% of total income — below the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

• Ben Williams
• David Christopher John Williams
• GRAHAM JOHN WILLIAMS · trustee of 1 other charity
• Kate Elizabeth Walton
• MARK WILLIAMS
• NICHOLAS JOHN WILLIAMS
• RICHARD ANTHONY WILLIAMS
• Sara J Williams
• Susan Chrysanthou

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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.

Charities like this

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

• THE THORESBY CHARITABLE TRUST income £59k
• TAYLOR NEWTON AND HIBBERT CHARITY income £32k
• THE LINBURY TRUST income £5.7m
• NORMANBY CHARITABLE TRUST income £311k
• THE A M CHARITABLE TRUST income £157k
• TYNESIDE CHARITABLE TRUST income £30k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.