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THE GUY NEWTON RESEARCH FUND

Registered charity 309696 · accounts filings on the Charity Commission register · also known as THE GUY NEWTON RESEARCH FUND (IN CONNEXION WITH OXFORD UNIVERSITY)

Latest income
£186k
Latest spending
£481k
Registered
1967
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity reported a net surplus of £370,805 for the year ended 5 April 2024, driven by net investment gains of £614,991. Per the trustees' report, unrestricted reserves stand at £13,126,640, which the trustees consider sufficient to meet all commitments and ensure long-term sustainability without expending the expendable endowment fund.

What the accounts disclose

Reserves policy: sufficient unrestricted reserves to ensure the long term sustainability of the Charity, without expending the expendable endowment fund unless necessary, and to allow it the flexibility to practically consider all grant applications of any reasonable value (held: £13.1m)
“The Trustees aim to retain sufficient unrestricted reserves to ensure the long term sustainability of the Charity, without expending the expendable endowment fund unless necessary, and to allow it the flexibility to practically consider all grant applications of any reasonable value.” — page 5
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: The Guy Newton Research Fund and the Edward Penley Abraham Research Fund hold joint investments with Sandaire Limited and UBS. As at 5 April 2024 the Edward Penley Abraham Research Fund was entitled to 91.91% of the Sandaire & UBS funds. All investment income and associated costs have been apportioned on the above basis.
“The Guy Newton Research Fund and the Edward Penley Abraham Research Fund hold joint investments with Sandaire Limited and UBS. As at 5 April 2024 the Edward Penley Abraham Research Fund was entitled to 91.91% of the Sandaire & UBS funds. All investment income and associated costs have been apportioned on the above basis.” — page 20
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Critchleys Audit LLP.

Trustees

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

Operates in: Oxfordshire

Income and spending

Financial year endIncomeSpending
05/04/2025£186k£481k
05/04/2024£209k£453k
05/04/2023£212k£370k
05/04/2022£208k£345k
05/04/2021£173k£353k

Common questions

Is THE GUY NEWTON RESEARCH FUND financially healthy?

The accounts state that the charity reported a net surplus of £370,805 for the year ended 5 April 2024, driven by net investment gains of £614,991. Per the trustees' report, unrestricted reserves stand at £13,126,640, which the trustees consider sufficient to meet all commitments and ensure long-term sustainability without expending the expendable endowment fund. Its FY2024 accounts were audited by Critchleys Audit LLP.

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
TRINITY COLLEGE CAMBRIDGE1£4.8m

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Semantically similar by activities and financial character, from our analysed corpus. Compare with EDWARD PENLEY ABRAHAM RESEARCH FUND.