Finance Score: 0

Governance Score: 1

Support Score: 0

No PartB

No conflicts policy: -1
12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

ROTHBURY EDUCATIONAL TRUST

Bursaries are available to students resident within the Parishes of Cartington, Hepple, Hesleyhurst, Rothbury, Snitter, Thropton and Tosson and the parts of the Parishes of Brinkburn, Hollinghill and Netherton that lie within the Ancient Parish of Rothbury. Applicants should be from 18 years to under the age of 25 (as of the 01.10 of the current year) and pursuing a course of Higher Education.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/08/23		£9	£8	£1	n/a	n/a	n/a	n/a	n/a
31/08/22		£9	£7	£2	n/a	n/a	n/a	n/a	n/a
31/08/21		£9	£7	£2	n/a	n/a	n/a	n/a	n/a
31/08/20		£8	£9	£-1	n/a	n/a	n/a	n/a	n/a
31/08/19	*	£9	£8	£2	n/a	n/a	n/a	n/a	n/a
31/08/18		£8	£7	£1	£0	£0	£0	n/a	0
31/08/17		£7	£7	£0	£0	£0	£0	n/a	0
31/08/16		£6	£6	£1	£0	£0	£0	n/a	0
31/08/15		£7	£6	£1	£0	£0	£0	n/a	0
31/08/14		£6	£7	£-1	£0	£0	£0	n/a	0
31/08/13		£7	£5	£2	£0	£0	£0	n/a	0
31/08/12		£6	£7	£0	£0	£0	£0	n/a	0
31/08/11		£6	£6	£1	£0	£0	£0	n/a	0
31/08/10		£7	£5	£2	£0	£0	£0	n/a	0
31/08/09		£5	£5	£1	£0	£0	£0	n/a	0
31/08/08		£5	£5	£0	£0	£0	£0	n/a	0
31/08/07		£5	£5	£0	£0	£0	£0	n/a	0
31/08/06		£5	£5	£0	£0	£0	£0	n/a	0
31/08/05		£5	£5	£0	£0	£0	£0	n/a	0
31/08/04		£5	£5	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 46 years

taitj2010@hotmail.co.uk

07582475489

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Other education services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Northumberland,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Gender Split

DR CHRISTOPHER PAUL FREEMAN Appointed: 2019

PETER RAMSEY STOTT

CAROLINE URSULA DAWSON Appointed: 2018, Other trusteeship: DR THOMLINSON'S SCHOOL,

DAVID TALL, Other trusteeship: DR THOMLINSON'S SCHOOL,

ELISABETH BAINBRIDGE, Other trusteeships: VILLAGE HALL (WALLINGTON DESMESNE), DR THOMLINSON'S SCHOOL,

ELLIOT FRANCIS HARRISON, Other trusteeship: DR THOMLINSON'S SCHOOL,

JOHN TIMOTHY MURRAY, Other trusteeship: DR THOMLINSON'S SCHOOL,

JAMES NEVILLE MURRAY TAIT Appointed: 2022, Other trusteeship: DR THOMLINSON'S SCHOOL,

KENNETH BRANSON Appointed: 2019, Other trusteeship: DR THOMLINSON'S SCHOOL,

MRS BESSIE ROGERSON, Other trusteeships: DR THOMLINSON'S SCHOOL, UPPER COQUET RESOURCE GROUP,

MRS SUE BOLAM (Chair), Other trusteeships: DR THOMLINSON'S SCHOOL, THE BAILIFFGATE MUSEUM AND GALLERY,

PAUL RICKEARD Appointed: 2015, Other trusteeships: ST HILD AND ST BEDE TRUST, DR THOMLINSON'S SCHOOL,

STEVEN CHRISTOPHER BRIDGETT COUNC Appointed: 2014, Other trusteeship: DR THOMLINSON'S SCHOOL,

VENERABLE CATHERINE SOURBUT GROVES Appointed: 2020, Other trusteeship: DR THOMLINSON'S SCHOOL,

Legal constitution

Charity registered in England & Wales on 17/08/1978, number: 505713

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR19: 196 days late,

Main office

19 Wright's Square
Rothbury
Morpeth
Northumberland
NE65 7BF

Objectives

THE INCOME TO BE USED IN PROMOTING THE EDUCATION INCLUDING SOCIAL AND PHYSICAL TRAINING OF PERSONS UNDER THE AGE OF 25 WHO ARE RESIDENT IN OR WHO ATTEND OR HAVE ATTENDED ANY SCHOOL IN THE AREA OF THE PARISHES OF CARTINGTON, HEPPLE, HESLEYHURST, ROTHBURY, SNITTER, THROPTON, TOSSON AND THOSE PARTS OF THE PARISHES OF BRINKBURN, HOLLINGHILL AND NETHERTON WITHIN THE ANCIENT PARISH OF ROTHBURY WHO ARE IN NEED OF FINANCIAL ASSISTANCE (FOR FURTHER DETAILS SEE CL. 27 OF SCHEME).

Defined Area of Benefit:

SEE OBJECTS

Data Sources