Finance Score: -1
Governance Score: 3
Support Score: 0
  • Reasonable growth: +1
  • Multiple Deficits: -2
  • No PartB
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 2 ?

THE NETHERBY TRUST 

Make donations to deserving causes in the local area and other deserving causes.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of gender

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
05/04/23£384£717£-333n/an/an/an/an/a0
05/04/22£456£461£-5n/an/an/an/an/a0
05/04/21*£2,623£534£2,089£0£14,198£14,198319.100
05/04/20£183£496£-313n/an/an/an/an/a0
05/04/19£307£625£-318n/an/an/an/an/a0
05/04/18£98£170£-72£0£0£0n/a00
05/04/17£84£438£-354£0£0£0n/a00
05/04/16£1,192£158£1,035£0£9,670£826.200
05/04/15£568£219£349£6£8,880£1,875102.800
05/04/14£698£158£540£6£8,305£8,305630.600
05/04/13£421£161£260£0£0£0n/a00
05/04/12£415£137£278£0£0£0n/a00
05/04/11£333£85£249£0£0£0n/a00
05/04/10£637£432£204£6£5,674£1,23934.400
05/04/09£563£126£437£5£4,628£3983800
05/04/08£1,097£80£1,017£12£4,930£7310.900
05/04/07*£837£101£736£4£3,749£13315.800
05/04/06*£657£97£560£0£0£0n/a00
05/04/05£1,074£85£989£0£0£0n/a00
05/04/04*£1,129£21£1,108£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 22 years

mark.williams@wacoaccountants.co.uk

01737742160

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Amateur Sport
  • General Charitable Purposes
  • Other Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
  • Other charitable activities
  • Provides advocacy/advice/information
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)
Gender Split
Based on 8/9 persons

Legal constitution
  • Charity registered in England & Wales on 22/05/2002, number: 1092145
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR21: 16 days late, AR07: 122 days late, AR06: 1 days late, AR04: 21 days late,
Main office

MERSTHAM LODGE
HARPS OAK LANE
MERSTHAM
REDHILL
RH1 3AN

Objectives

FOR SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Defined Area of Benefit:

WORLDWIDE

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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