Finance Score: 0

Governance Score: -4

Support Score: 3

Strong growth: +2
Multiple Deficits: -2
No PartB

Only 4 Trustees: -1
All male board: -3

Grant maker support: +3

Overall GiG Score: -1

WILLIAM ROBERTSON HOMES ASSOCIATION

The provision of homes as residences for farmers and other agricultural workers in Northumberland, who are incapacitated through old age or infirmity, or who are not less than sixty years of age, who are in need of assistance and who have retired from full employment, and who shall prior to ceasing work have been employed in agriculture in Northumberland for a period of not less than 15 years.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely male

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
31/12/22		£59	£57	£2	n/a	n/a	n/a	n/a	n/a	0
31/12/21	*	£33	£45	£-12	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£32	£10	£22	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£28	£15	£13	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£35	£40	£-5	£0	£0	£0	n/a	0	7
31/12/17		£31	£20	£11	£0	£0	£0	n/a	0	0
31/12/16		£19	£12	£7	£0	£0	£0	n/a	0	0
31/12/15		£19	£25	£-6	£0	£0	£0	n/a	0	0
31/12/14		£24	£14	£11	£0	£0	£0	n/a	0	0
31/12/13		£18	£20	£-2	£0	£0	£0	n/a	0	0
31/12/12		£16	£17	£-1	£0	£0	£0	n/a	0	0
31/12/11		£16	£15	£1	£0	£0	£0	n/a	0	0
31/12/10		£14	£36	£-22	£0	£0	£0	n/a	0	0
31/12/09		£13	£22	£-8	£0	£0	£0	n/a	0	0
31/12/08		£15	£16	£-1	£0	£0	£0	n/a	0	0
31/12/07		£14	£22	£-8	£0	£0	£0	n/a	0	0
31/12/06		£14	£15	£-1	£0	£0	£0	n/a	0	0
31/12/05		£13	£78	£-64	£0	£0	£0	n/a	0	0
31/12/04		£14	£24	£-10	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 58 years

snjkerry@gmail.com

01670787203

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space

Where it operates

Northumberland,

Who it helps

Other Defined Groups

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Community Foundation serving Tyne & Wear and Northumberland - A grant to The William Robertson Homes Association
£25,000	13/01/2022	Property refurbishments in Embleton

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Gender Split

DAVID ELLIOT ROBERTSON (Chair)

IAIN GEORGE ROBERTSON

RAYMOND OLIVER BRUNTON

TIMOTHY JOHN BELL

Legal constitution

Charity registered in England & Wales on 29/03/1966, number: 247405

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests

Filing Record

19 returns made; AR21: 3 days late,

Main office

Mill Cottage
Felton
MORPETH
NE65 9HL

Objectives

TO PROVIDE HOMES AS RESIDENCES FOR FARMERS AND OTHER AGRICULTURAL WORKERS IN THE COUNTY OF NORTHUMBERLAND WHO ARE INCAPACITATED THROUGH OLD AGE OR INFIRMITY, OR WHO ARE NOT LESS THAN SIXTY YEARS OF AGE WHO ARE IN NEED OF ASSISTANCE AND WHO HAVE RETIRED FROM FULL EMPLOYMENT AND WHO SHALL PRIOR TO CEASING WORK HAVE BEEN EMPLOYED IN AGRICULTURE IN THE COUNTY OF NORTHUMBERLAND FOR A PERIOD OF NOT LESS THAN 15 YEARS.

Defined Area of Benefit:

NORTHUMBERLAND

Data Sources