STOBART NEWLANDS CHARITABLE TRUST

Registered charity 328464 · accounts filings on the Charity Commission register

Making grants to charities and charitable purposes, mainly to Christian religious and missionary organisations. New and unsolicited requests are unlikely to be successful.

Objects

UPON TRUST FOR PAY OR APPLY THE WHOLE OR ANY PART OF THE ACCUMULATED INCOME OF THE TRUST FUND AND ALSO SO MUCH OF THE CAPITAL OF THE TRUST FUND AS THE SETTLOR MAY DETERMINE FROM TIME TO TIME BY NOTICE IN WRITING AND/OR TO SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AT THE SETTLOR MAY FROM TIME TO TIME LIKE NOTICE DIRECT. (FOR FURTHER DETAILS SEE CLAUSE 1 AND 2 OF TRUST

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: Religious Activities · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Westmorland and Furness, North West, England (from the postcode on the register)

Latest income
£1.2m
Latest spending
£672k
Registered
1989
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves increased to £2,185,095, up from £1,667,831 in the prior year, supported by total income of £1,189,050 against charitable expenditure of £671,786. The trustees consider the financial position satisfactory and note that the principal funding source, donations from J. Stobart & Sons Limited, is expected to continue. The auditor 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

Related-party transaction: Donation from J. Stobart & Sons Limited
“The Trustees are directors and shareholders of J. Stobart & Sons Limited, a company incorporated in England. That company is one of the Trust's settlors and donated £1,000,000 (2024: £1,300,000) to the Trust scheme during the year ended 31st December 2025.” — page 19
“The Trustees also made individual gifts to the Trust under the Gift Aid Scheme totalling £127,000 (2024: £123,000).”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Gift Aid donations from Trustees
“The Trustees are directors and shareholders of J. Stobart & Sons Limited, a company incorporated in England. That company is one of the Trust's settlors and donated £1,000,000 (2024: £1,300,000) to the Trust scheme during the year ended 31st December 2025.” — page 19
“The Trustees also made individual gifts to the Trust under the Gift Aid Scheme totalling £127,000 (2024: £123,000).”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Lamont Pridmore. Discloses 3 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.

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.

Self-declared on the annual return for the financial year ending 31/12/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 31/12/2025)

Total income
£1.2m
Total spending
£672k
Reserves (reported)
£2.2m
Employees
0

Reported reserves equal ~39.0 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 (98% 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: 0.0% of total income — below the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2025£1.2m£672k
31/12/2024£1.5m£927k
31/12/2023£1.4m£920k
31/12/2022£1.2m£898k
31/12/2021£1.1m£892k

Common questions

Is STOBART NEWLANDS CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £2,185,095, up from £1,667,831 in the prior year, supported by total income of £1,189,050 against charitable expenditure of £671,786. The trustees consider the financial position satisfactory and note that the principal funding source, donations from J. Stobart & Sons Limited, is expected to continue. The auditor confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Lamont Pridmore.

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
STOBART NEWLANDS CHARITABLE TRUST£1.2m—0unclear—no doubt
THE J P MARLAND CHARITABLE TRUST FY2025£189k—0unclear—no doubt
BRADOST CHARITABLE TRUST FY2025£39k—0unclear—no doubt
STEINBOCK FOUNDATION FY2025£349k—0unclear—no doubt
THE ASHWORTH CHARITABLE TRUST FY2026£201k—0unclear—no doubt
ST JAMES GREAT PACKINGTON TRUST FY2025£41k—0unclear—no doubt

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