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NEWBY TRUST LIMITED

Registered charity 227151 · accounts filings on the Charity Commission register

Latest income
£583k
Latest spending
£743k
Registered
1964
Accounts read
FY2025

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.

What the accounts disclose

Reserves policy: three months of unrestricted expenditure (held: £539k)
“It is the policy of the charity to keep reserves sufficient to meet expenditure on charitable activities for at least twelve months and accordingly the trustees aim to have unrestricted reserves of £700,000 held in cash and in easily realisable liquid assets.” — page 8
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Godfrey Wilson Limited.

Corporate structure

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

Total income
£583k
Total spending
£743k
Cost of raising funds
£104k
Reserves (reported)
£589k
Employees
1

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

Trustees

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£583k£743k
05/04/2024£566k£675k
05/04/2023£556k£637k
05/04/2022£517k£602k
05/04/2021£423k£583k

Common questions

Is NEWBY TRUST LIMITED financially healthy?

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. Its FY2025 accounts were audited by Godfrey Wilson Limited.

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.

FunderSimilar charities fundedAmount to them
C E K STERN CHARITABLE TRUST1£35k

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