NEWBY TRUST LIMITED

Registered charity 227151 · accounts filings on the Charity Commission register

Working nationally within the United Kingdom, in particular to promote medical welfare, education, training and research, and the relief of poverty.

Objects

TO PROMOTE ALL OR ANY PURPOSES WHICH NOW ARE OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE FURTHERANCE OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS. (FOR DETAILS SEE MEMORANDUM AND ARTICLES)

Area of benefit: NOT DEFINED

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

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: South Hams, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity's free/unrestricted reserves were £538,589, which is below the stated policy target of £700,000. The charity relies entirely on investment income, which generated £583,349 in the year, while total expenditure including investment management fees amounted to £743,427.

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

What the accounts disclose

Accounts audited by Godfrey Wilson 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.

• 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
• Risk management
• 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)

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.

Corporate structure

• Registered company of the charity Companies House 00335344

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• MONTGOMERY, Annabelle Madeleine — director, appointed 09/03/2024on trustee list
• CALLAGHAN, Daniel Edward — director, appointed 05/03/2022on trustee list
• BARTHOLOMEW, Katherine Lisa — director, appointed 07/11/2020on trustee list
• GOODER, Antonia — director, appointed 03/11/2018on trustee list
• CALLAGHAN, Katharine — director, appointed 03/11/2018not on trustee list
• GOODER, Stephen John — director, appointed 07/11/2015on trustee list
• CHARLTON, David — director, appointed 15/03/2014on trustee list
• MONTGOMERY, Evelyn Frances — director, appointed 21/11/2009on trustee list
• FOXELL, Anna Lucinda — director, appointed 20/11/1999on trustee list
• GOODER, Richard Benham — director, appointed 20/11/1999not on trustee list
• GROUT, Annabel Marie-Therese — secretary, appointed 01/01/2011

Official officers record.

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

Reported reserves equal ~9.5 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (100% 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: 17.9% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

• ANNA LUCINDA FOXELL
• Annabelle Madeleine Montgomery
• Antonia Gooder
• Daniel Edward Callaghan
• David Charlton
• Dr Stephen Gooder
• EVELYN FRANCES Montgomery
• Kate Callaghan
• Katherine Lisa Bartholomew
• MR BEN GOODER

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

Operates in: Northern Ireland · Scotland · 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 NEWFIELD COMMUNITY CHURCH TRUST.

• NEWFIELD COMMUNITY CHURCH TRUST income £71k
• THE THORESBY CHARITABLE TRUST income £59k
• THE CHERUBY TRUST income £207k
• NEWPORT CAB income £1.5m
• LESLIE AND LILIAN MANNING TRUST income £35k
• NEW SPRINGS UK income £621k

Side by side with its peers

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