Finance Score: 3

Governance Score: -2

Support Score: 0

Liabilities <10%: +3

No conflicts policy: -1
Only 4 Trustees: -1

No supporters identified

Overall GiG Score: 1

STOBART NEWLANDS CHARITABLE TRUST

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

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
Why are there only 4 trustees?

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£1,404	£920	£484	£0	£1,120	£1,120	14.6	0	0
31/12/22		£1,186	£898	£288	£0	£636	£636	8.5	0	0
31/12/21		£1,142	£892	£250	£0	£348	£348	4.7	0	0
31/12/20		£1,014	£1,009	£6	£0	£99	£99	1.2	0	0
31/12/19	*	£1,017	£1,004	£13	£0	£93	£93	1.1	0	0
31/12/18		£835	£838	£-3	£0	£80	£80	1.2	0	0
31/12/17		£1,060	£1,039	£21	£0	£84	£84	1	0	0
31/12/16		£1,057	£1,196	£-139	£0	£63	£63	0.6	0	0
31/12/15		£1,087	£1,295	£-208	£0	£201	£201	1.9	0	0
31/12/14		£1,461	£1,505	£-44	£0	£410	£410	3.3	0	0
31/12/13		£1,838	£1,596	£242	£0	£453	£453	3.4	0	0
31/12/12		£2,277	£2,281	£-4	£0	£211	£211	1.1	0	0
31/12/11		£1,548	£1,474	£74	£0	£215	£215	1.8	0	0
31/12/10		£695	£866	£-170	£0	£141	£141	2	0	0
31/12/09		£1,095	£1,101	£-6	£0	£311	£311	3.4	0	0
31/12/08		£1,050	£951	£100	£0	£317	£317	4	0	0
31/12/07		£960	£937	£23	£0	£218	£218	2.8	0	0
31/12/06		£816	£1,123	£-307	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£757	£1,017	£-260	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	*	£765	£1,292	£-527	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 14.6 months
Net Current Assets/Spending: 14 months
Quick Ratio: INF

Asset Split ?

Balance Sheet History

Established: 35 years

stobartnewlandstrust@yahoo.com

07890 234799

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian religious associations

How it operates

Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

LINDA ELIZABETH RIGG

PETER STOBART

RICHARD ANDREW STOBART

RONNIE STOBART (Chair)

Legal constitution

Charity registered in England & Wales on 20/12/1989, number: 328464

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Serious incident reporting policy and procedures

Filing Record

20 returns made; AR19: 37 days late, AR04: 9 days late,

Main office

MILLCROFT
NEWLANDS
HESKET NEWMARKET
WIGTON
CA7 8HP

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources

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