THE ISAAC NEWTON TRUST

Charity number: 1209261
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Isaac Newton Trust was established as a Trust in 1988 by Trinity College. The Trust promotes learning, research and education in the University of Cambridge, primarily by providing support to early career researchers and by making research grants to departments and programmes within the University and its constituent Colleges.

Income and expenditure

Data for financial year ending 30 June 2025

Total income:
£2,807,574

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Donations and legacies £2.47m
Charitable activities £0
Other trading activities £0
Investments £335.69k
Other £150

Total expenditure:
£2,768,040

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Raising funds £0
Charitable activities £2.77m
Other £0

£116,762 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £0
Charitable expenditure £2.77m
Retained for future use £39.53k

People

4 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Cambridgeshire

Governance

Registration history:
  • 23 July 2024: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Professor Francis - Frank Kelly Chair 01 May 2017
None on record
Professor Nicholas Thomas Trustee 05 April 2024
None on record
PROFESSOR JOHN PYLE FRS Trustee 01 November 2022
None on record
Professor Ben Simons Trustee 01 August 2022
None on record
Professor Ashit - Ash Amin Trustee 01 June 2022
None on record
Professor Dame Ann Dowling Trustee 01 October 2021
None on record
Professor Loraine Gelsthorpe Trustee 28 November 2019
PEMBROKE COLLEGE SETTLEMENT
Received: On time
PROBATION INSTITUTE
Received: On time
THE CAMBRIDGE FRIENDSHIP TRUST
Received: On time
Professor John Marenbon FBA Trustee 04 May 2019
None on record
DR RAE LANGTON Trustee 02 July 2018
None on record
Professor Sir David Baulcombe FRS Trustee 01 October 2017
None on record
Professor Dame Jean Thomas Trustee 01 May 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2025
Total gross income £2.81m
Total expenditure £2.77m
Income from government contracts N/A
Income from government grants N/A
Income - Donations and legacies £2.47m
Income - Other trading activities £0
Income - Charitable activities £0
Income - Endowments £0
Income - Investment £335.69k
Income - Other £150
Income - Legacies £0
Expenditure - Charitable activities £2.77m
Expenditure - Raising funds £0
Expenditure - Governance £19.39k
Expenditure - Grants institution £2.59m
Expenditure - Investment management £0
Expenditure - Other £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/06/2025
Own use assets £0
Long-term investments £7.62m
Other assets £3.36m
Defined benefit pension scheme asset or liability £0
Total liabilities £6.68m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 June 2025 10 February 2026 On time
Accounts and TAR 30 June 2025 10 February 2026 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 22 NOV 1988

Charitable objects

THE TRUSTEES SHALL HOLD THE FUND UPON TRUST TO PROVIDE GRANTS LOANS AND OTHER ASSISTANCE TO INDIVIDUALS FACULTIES DEPARTMENTS OR OTHER INSTITUTIONS IN THE UNIVERSITY WITH THE OBJECT OF PROMOTING ASSISTING AND FURTHERING EDUCATION LEARNING AND RESEARCH IN THE UNIVERSITY. FOR THE PURPOSES OF THIS CLAUSE, 'THE UNIVERSITY' MEANS THE UNIVERSITY OF CAMBRIDGE.

Contact information

Address:
105 EDDINGTON PLACE
Cambridge
CB3 1AS
Phone:
01223339933
Email:
administrator@newtontrust.cam.ac.uk
Website:

https://www.newtontrust.cam.ac.uk/ Open in new window