THE ROTHLEY TRUST

Registered charity 219849 · accounts filings on the Charity Commission register

The Rothley Trust is a grant making trust which makes small grants to charitable organisations and projects in the North East of England. It has been operating since 1959.

Objects

SUCH CHARITABLE INSTITUTIONS OF PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Area of benefit: NATIONAL: IN PRACTICE NORTH EAST.

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 Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Economic/community Development/employment · Other Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Northumberland, North East, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £962,789, significantly exceeding the stated policy target of £100,000. The charity reported a net increase in unrestricted funds of £776,195, driven largely by a £772,006 donation from The MEA Trust. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Accounts audited by Armstrong Watson Audit Limited. Discloses 5 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
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• 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
• 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.

Leadership, per the charity’s website

• Julia Brown — Chair (source)
• Gillian Allsopp — Trust Secretary (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~37.4 months of spending — in the top quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (74% 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: 4.0% of total income — below the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

• ALICE SUSAN BRUNTON · trustee of 2 other charities
• GERARD SALVIN
• James Garbutt
• Julia Brown · trustee of 2 other charities
• MICHAEL LITCHFIELD
• Michael Spriggs

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Charities like this

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

• THE OAKLEY CHARITABLE TRUST income £79k
• THE W A HANDLEY CHARITY TRUST income £370k
• THE ROCKLEY CHARITABLE TRUST income £89k
• THE ROTHES CHARITABLE TRUST income £148k
• THE HARTLEY CHARITABLE TRUST income £67k
• ROWLEY TRUST income £43k

Side by side with its peers

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