THE ROTHLEY TRUST

Charity number: 219849
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Rothley Trust is a grant making trust which makes small grants to charitable organisations and projects in the North East of England. It has been operating since 1959.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £264,987
Total expenditure: £258,941

People

7 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:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Economic/community Development/employment
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Provides Services
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 12 September 1966: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Anne Galbraith CBE Chair 02 August 1994
TYNEDALE HOSPICE AT HOME
Received: On time
THE HERITAGE GROUP, BELLINGHAM
Received: On time
Michael Spriggs Trustee 19 May 2025
None on record
James Garbutt Trustee 15 May 2023
None on record
MICHAEL LITCHFIELD Trustee 15 May 2023
None on record
ALICE SUSAN BRUNTON Trustee 15 February 2011
NORTH EAST EARLY MUSIC FORUM
Received: On time
NORTHERN PRAECLASSICA
Received: On time
Julia Brown Trustee 22 May 2001
NORTHUMBERLAND DOMESTIC ABUSE SERVICES
Received: On time
THE SCHOLEFIELD CHARITABLE TRUST
Received: On time
GERARD SALVIN Trustee 22 May 2001
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £239.03k £196.93k £197.89k £254.22k £264.99k
Total expenditure £304.04k £247.54k £239.88k £281.62k £258.94k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 31 March 2024 13 January 2025 On time
Accounts and TAR 31 March 2024 13 January 2025 On time Download Open in new window
Annual return 31 March 2023 10 January 2024 On time
Accounts and TAR 31 March 2023 10 January 2024 On time Download Open in new window
Annual return 31 March 2022 05 January 2023 On time
Accounts and TAR 31 March 2022 05 January 2023 On time Download Open in new window
Annual return 31 March 2021 22 December 2021 On time
Accounts and TAR 31 March 2021 22 December 2021 On time Download Open in new window
Annual return 31 March 2020 11 January 2021 On time
Accounts and TAR 31 March 2020 11 January 2021 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 26 NOVEMBER 1959 AND SCHEME OF 29 JANUARY 1974

Charitable objects

SUCH CHARITABLE INSTITUTIONS OF PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL: IN PRACTICE NORTH EAST.

Contact information

Address:
The Rothley Trust
PO Box 224
BEDLINGTON
NE63 3FJ
Phone:
01915805350
Email:
gilliana@rothleytrust.co.uk
Website:

www.rothleytrust.org.uk Open in new window