NEWBY TRUST LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 7 May 1964
Removed: Not supplied
Company number supplied: 00335344
Financial period: 6 April 2024 – 5 April 2025
Latest income: £583,349
Latest expenditure: £743,427
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Newby Trust, PO Box 143, KINGSBRIDGE, Devon, TQ7 9BY

Website recorded by the regulator: www.newby-trust.org.uk (displayed as text)

02 Activities

What the charity does

Working nationally within the United Kingdom, in particular to promote medical welfare, education, training and research, and the relief of poverty.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 4 December 2025
Date Accounts Received: 4 December 2025
Total Gross Income: £583,349
Total Gross Expenditure: £743,427

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 3 December 2024
Date Accounts Received: 3 December 2024
Total Gross Income: £566,024
Total Gross Expenditure: £675,457

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 23 November 2023
Date Accounts Received: 23 November 2023
Total Gross Income: £556,459
Total Gross Expenditure: £637,000

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 8 December 2022
Date Accounts Received: 8 December 2022
Total Gross Income: £516,801
Total Gross Expenditure: £601,666

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 7 December 2021
Date Accounts Received: 7 December 2021
Total Gross Income: £422,956
Total Gross Expenditure: £583,020

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 4 December 2025
Total Gross Income: £583,349
Total Gross Expenditure: £743,427
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 3 December 2024
Total Gross Income: £566,024
Total Gross Expenditure: £675,457
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 23 November 2023
Total Gross Income: £556,459
Total Gross Expenditure: £637,000
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 8 December 2022
Total Gross Income: £516,801
Total Gross Expenditure: £601,666
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 7 December 2021
Total Gross Income: £422,956
Total Gross Expenditure: £583,020
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 4 December 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 583349
Income Other: 0
Income Total Income And Endowments: 583349
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £104,173
Expenditure Charitable Expenditure: £639,254
Expenditure Other: 0
Expenditure Total: 743427
Expenditure Investment Management: 104173
Expenditure Grants Institution: 601500
Expenditure Governance: 10350
Expenditure Support Costs: 37754
Expenditure Depreciation: 0
Gain Loss Investment: -921163
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £588,589
Assets Total Fixed: 23717254
Assets Own Use: 0
Assets Long Term Investment: 23717254
Defined Benefit Pension Scheme: 0
Assets Other Assets: £335,553
Assets Total Liabilities: £40,936
Assets Current Investment: 0
Assets Total Assets And Liabilities: £24,011,871
Creditors One Year Total Current: 40936
Creditors Falling Due After One Year: 0
Assets Cash: £251,891
Funds Endowment: 23423282
Funds Unrestricted: 588589
Funds Restricted: 0
Funds Total: 24011871
Count Employees: 1
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 3 December 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 566024
Income Other: 0
Income Total Income And Endowments: 566024
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £100,295
Expenditure Charitable Expenditure: £575,162
Expenditure Other: 0
Expenditure Total: 675457
Expenditure Investment Management: 100295
Expenditure Grants Institution: 537100
Expenditure Governance: 11940
Expenditure Support Costs: 38062
Expenditure Depreciation: 0
Gain Loss Investment: 789982
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £644,494
Assets Total Fixed: 24743684
Assets Own Use: 0
Assets Long Term Investment: 24743684
Defined Benefit Pension Scheme: 0
Assets Other Assets: £448,068
Assets Total Liabilities: £98,640
Assets Current Investment: 0
Assets Total Assets And Liabilities: £25,093,112
Creditors One Year Total Current: 93640
Creditors Falling Due After One Year: 5000
Assets Cash: £342,750
Funds Endowment: 24448618
Funds Unrestricted: 644494
Funds Restricted: 0
Funds Total: 25093112
Count Employees: 1
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 23 November 2023
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 556459
Income Other: 0
Income Total Income And Endowments: 556459
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £99,660
Expenditure Charitable Expenditure: £537,340
Expenditure Other: 0
Expenditure Total: 637000
Expenditure Investment Management: 99660
Expenditure Grants Institution: 495750
Expenditure Governance: 19518
Expenditure Support Costs: 41590
Expenditure Depreciation: 0
Gain Loss Investment: -1837759
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £578,632
Assets Total Fixed: 24183374
Assets Own Use: 0
Assets Long Term Investment: 24183374
Defined Benefit Pension Scheme: 0
Assets Other Assets: £492,608
Assets Total Liabilities: £263,419
Assets Current Investment: 0
Assets Total Assets And Liabilities: £24,412,563
Creditors One Year Total Current: 255419
Creditors Falling Due After One Year: 8000
Assets Cash: £352,160
Funds Endowment: 19038929
Funds Unrestricted: 5373634
Funds Restricted: 0
Funds Total: 24412563
Count Employees: 1
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 8 December 2022
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 516801
Income Other: 0
Income Total Income And Endowments: 516801
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £111,833
Expenditure Charitable Expenditure: £489,833
Expenditure Other: 0
Expenditure Total: 601666
Expenditure Investment Management: 111833
Expenditure Grants Institution: 446483
Expenditure Governance: 19080
Expenditure Support Costs: 43350
Expenditure Depreciation: 533
Gain Loss Investment: 920518
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 533
Gain Loss Other: 0
Reserves: £655,124
Assets Total Fixed: 26021922
Assets Own Use: 533
Assets Long Term Investment: 26021389
Defined Benefit Pension Scheme: 0
Assets Other Assets: £475,523
Assets Total Liabilities: £166,582
Assets Current Investment: 0
Assets Total Assets And Liabilities: £26,330,863
Creditors One Year Total Current: 166582
Creditors Falling Due After One Year: 0
Assets Cash: £344,306
Funds Endowment: 25675739
Funds Unrestricted: 655124
Funds Restricted: 0
Funds Total: 26330863
Count Employees: 1
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Northern Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 104
Classification Type: What
Classification Description: Disability

08 Official extract

Charity Event History

Charity Name: NEWBY TRUST LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-05-07T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED THE 1ST JANUARY 1938 AS AMENDED ON THE 8TH AUGUST 1941
Charitable Objects: TO PROMOTE ALL OR ANY PURPOSES WHICH NOW ARE OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE FURTHERANCE OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS. (FOR DETAILS SEE MEMORANDUM AND ARTICLES)
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Conflicting interests