NEOTREE
THE ADVANCEMENT OF HEALTH AND THE SAVING OF LIVES FOR THE PUBLIC BENEFIT, IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING TECHNOLOGY, SOFTWARE, INFORMATION, EDUCATION AND SUPPORT TO HEALTHCARE WORKERS AND MEDICAL PRACTITIONERS AND THE CARRYING OUT OF RELATED RESEARCH.
Objects
THE ADVANCEMENT OF HEALTH AND THE SAVING OF LIVES FOR THE PUBLIC BENEFIT, IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING TECHNOLOGY, SOFTWARE, INFORMATION, EDUCATION AND SUPPORT TO HEALTHCARE WORKERS AND MEDICAL PRACTITIONERS AND THE CARRYING OUT OF RELATED RESEARCH.
Financial health, per its FY2025 accounts
The accounts state that the charity recorded a net surplus of £11,061 for the year ended 30 June 2025, resulting in closing unrestricted reserves of £57,595. Per the trustees' report, this level of reserves is above the agreed target of £32,000. The trustees deem that the charity has adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“Total income for the year was £1,169,688 (2024: £263,772), comprising £1,164,812 from donations and legacies, and £4,876 from investments and other income.” — page 11
“The agreed level of reserves for the year to 30 June 2024 was £32,000”
“and £50,000 (2024 £50,000) as a grant from a charity where the spouse of a trustee is a trustee.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting 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)
Self-declared on the annual return for the financial year ending 30/06/2025
- Government income: £956,424 — grants £956,424 (3); 82% of the £1,169,688 total gross income on the same return
Self-declared on the annual return for the financial year ending 30/06/2024
- Government income: £96,056 — grants £96,056 (2); 36% of the £263,772 total gross income on the same return
Self-declared on the annual return for the financial year ending 30/06/2023
- Volunteers: 3
- Government income: £78,397 — grants £78,397 (2); 33% of the £235,199 total gross income on the same return
Leadership, per the charity’s website
- Yali Sassoon — Board Chair
- Martha Paren — Executive Director
- Josh Potter — Global Operations Director
Structured financials (annual return, FY ending 30/06/2025)
Trustees
- Dr Felicity Caroline Scarlet Fitzgerald
- Dr Michelle Riley
- Francis Serufusa Sekidde
- Gladys Kavuma
- Katherine Herzog Parsons
- Timothy Peter Catherall
- Yali Sassoon
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £1.2m | £1.2m |
| 30/06/2024 | £264k | £301k |
| 30/06/2023 | £235k | £225k |
| 30/06/2022 | £82k | £42k |
| 30/06/2021 | £31k | £1k |
Common questions
Is NEOTREE financially healthy?
Per its FY2025 accounts: The accounts state that the charity recorded a net surplus of £11,061 for the year ended 30 June 2025, resulting in closing unrestricted reserves of £57,595. Per the trustees' report, this level of reserves is above the agreed target of £32,000. The trustees deem that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by Bright Grahame Murray.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| The Ethos Foundation | 1 | £100k |
| THE FORTE CHARITABLE FOUNDATION | 1 | £90k |
| FISHMONGERS' COMPANY'S CHARITABLE TRUST | 1 | £45k |
| THE BALLINGER CHARITABLE TRUST | 1 | £40k |
| MATTHEW GOOD FOUNDATION | 1 | £22k |
| Army Benevolent Fund | 1 | £20k |
| THE CORPORATION OF TRINITY HOUSE OF DEPTFORD STROND | 1 | £15k |
| THE BARTLETT FOUNDATION | 1 | £3k |
Charities like this
- THE TEN CHARITABLE TRUST
- REGENERATE TRUST
- CATZERO
- AWARD SOLUTIONS LTD
- TEAMS LIFE CENTRE
- FOR CHILDREN & YOUNG PEOPLE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| NEOTREE | £1.2m | — | 0 | above | — | no doubt |
| THE TEN CHARITABLE TRUST | £589k | — | 0 | above | — | no doubt |
| REGENERATE TRUST | £804k | — | — | above | — | no doubt |
| CATZERO | £951k | — | — | unclear | — | no doubt |
| AWARD SOLUTIONS LTD | £72k | — | 0 | unclear | — | no doubt |
| TEAMS LIFE CENTRE | £178k | — | 0 | below | — | no doubt |