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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.

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

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.

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

What the accounts disclose

Largest income source: Investments
“The sole funding source of the charity is its investments and investment income.”
Per its FY2025 accounts as filed with the Charity Commission.
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. Discloses 5 of 6 completeness components.

Corporate structure

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.

Official officers record.

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).

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

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?

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. Its FY2025 accounts were audited by Godfrey Wilson Limited.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ONE NEWHAM.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
NEWBY TRUST LIMITED£583k—0unclear—no doubt
ONE NEWHAM FY2025£163k—0below—no doubt
NEWLAND HOUSE SCHOOL TRUST LIMITED FY2025£6.7m——unclear—no doubt
NEWELLS SCHOOL TRUST LIMITED FY2025£9.0m——below—no doubt
NEW LIFE (SCUNTHORPE) FY2024£721k—0unclear—no doubt
NORTH WEST YOUNG PEOPLES DEVELOPMENT TRUST FY2025£228k—0unclear—no doubt

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