THE SMITH (HALTWHISTLE AND DISTRICT) CHARITABLE TRUST

Registered charity 200520 · accounts filings on the Charity Commission register

The Income of the charity is derived from investments and the annual donations made by the charity cover a wide range of activities. Particular emphasis is given to charities operating in the South Tyne area of Northumberland.

Objects

TO APPLY ALL OR SUCH SUMS OF MONEY AS THEY SHALL RECEIVE UNDER OR BY VIRTUE OF THE GOVERNING INSTRUMENT FOR THE BENEFIT OF SUCH CHARITABLE TRUSTS AND SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE AND UNCONTROLLED DISCRETION FROM TIME TO TIME DETERMINE.

Area of benefit: NATIONAL

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 · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Accommodation/housing · Religious Activities · Get email alerts

Latest income
£79k
Latest spending
£61k
Registered
1961
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £267,112, which the Trustees consider reasonable against a policy target of approximately £50,000. The charity reported a net movement in funds of a loss of £113 for the year, driven by investment losses that outweighed its income. The Trustees confirmed the charity is a going concern with adequate resources for the foreseeable future.

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

What the accounts disclose

Largest income source: Investments (98% of income)
“Dividends and interest on securities 77,057” — page 13
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: approximately £50,000 (held: £229k)
“The Trustees have reviewed the Charitable Trust's reserve policy which would require that reserves of approximately £50,000 should be maintained” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). 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.

Trustees · trustee networks

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

Operates in: Cumbria · Durham · Northumberland

Income and spending

Financial year endIncomeSpending
31/07/2025£79k£61k
31/07/2024£73k£54k
31/07/2023£68k£43k
31/07/2022£71k£42k
31/07/2021£64k£32k

Common questions

Is THE SMITH (HALTWHISTLE AND DISTRICT) CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £267,112, which the Trustees consider reasonable against a policy target of approximately £50,000. The charity reported a net movement in funds of a loss of £113 for the year, driven by investment losses that outweighed its income. The Trustees confirmed the charity is a going concern with adequate resources for the foreseeable future. Its FY2025 accounts were independently examined.