Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE ROTHLEY TRUST

The Rothley Trust is a grant making trust which makes small grants to charitable organisations and projects in the North East of England. It has been operating since 1959.

Analysis by Giving is Great

Positives:

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
31/03/23	£254	£282	£-27	n/a	n/a	n/a	n/a	n/a
31/03/22	£198	£240	£-42	n/a	n/a	n/a	n/a	n/a
31/03/21	£197	£248	£-51	n/a	n/a	n/a	n/a	n/a
31/03/20	£239	£304	£-65	n/a	n/a	n/a	n/a	n/a
31/03/19	£254	£304	£-50	n/a	n/a	n/a	n/a	n/a
31/03/18	£247	£292	£-46	£0	£0	£0	n/a	0
31/03/17	£238	£310	£-73	£0	£0	£0	n/a	0
31/03/16	£294	£346	£-52	£0	£0	£0	n/a	0
31/03/15	£263	£328	£-65	£0	£0	£0	n/a	0
31/03/14	£243	£324	£-80	£0	£0	£0	n/a	0
31/03/13	£254	£281	£-27	£0	£0	£0	n/a	0
31/03/12	£243	£239	£5	£0	£0	£0	n/a	0
31/03/11	£204	£202	£2	£0	£0	£0	n/a	0
31/03/10	£175	£175	£0	£0	£0	£0	n/a	0
31/03/09	£4,160	£374	£3,786	£208	£5,031	£124	4	2
31/03/08	£121	£151	£-30	£0	£0	£0	n/a	0
05/04/07	£150	£148	£2	£0	£0	£0	n/a	0
05/04/06	£121	£117	£3	£0	£0	£0	n/a	0
05/04/05	£118	£123	£-4	£0	£0	£0	n/a	0
05/04/04	£117	£119	£-1	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 58 years

www.rothleytrust.org.uk

gilliana@rothleytrust.co.uk

01915805350

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides services

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's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

DONNA MCCARTHY Appointed: 2018

GERARD SALVIN Appointed: 2001

JAMES GARBUTT Appointed: 2023

MICHAEL LITCHFIELD Appointed: 2023

ALICE SUSAN BRUNTON Appointed: 2011, Other trusteeships: NORTH EAST EARLY MUSIC FORUM, NORTHERN PRAECLASSICA,

ANNE GALBRAITH (Chair) Appointed: 1994, Other trusteeship: TYNEDALE HOSPICE AT HOME,

JULIA BROWN Appointed: 2001, Other trusteeships: THE SCHOLEFIELD CHARITABLE TRUST, NORTHUMBERLAND DOMESTIC ABUSE SERVICES,

Legal constitution

Charity registered in England & Wales on 12/09/1966, number: 219849

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
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; all on time

Main office

The Rothley Trust
PO Box 224
BEDLINGTON
NE63 3FJ

Objectives

SUCH CHARITABLE INSTITUTIONS OF PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NATIONAL: IN PRACTICE NORTH EAST.

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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