In the year to 5th April 2009 total investment income amounted to £347,377.  £758,801 was paid out in grants.  The Company used reserves to pay special grants and grants to mark the 70th Anniversary of the founding of the Newby Trust.

The company's principal investments are in Government stocks and quoted securities which had a market value of value of £9,733,882 on 5 April 2009. Total assets, including properties held for investment purposes, and cash on deposit, less current liabilities, amounted to £9,947,261.

A full copy of the Trust’s Financial Statements are available on request in writing from the Registered Office - a fee of £5.00 being payable to cover postage and administration costs.