Finance Score: 0

Governance Score: 3

Support Score: 5

No PartB

Good trustee age range: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 8

OUSEBURN TRUST

The Ouseburn Trust aims to deliver succesful regeneration of the Ouseburn Valley through four objectives: Achieving continuity through heritage interpretation and other activities; Increasing assets, encouraging enterprise and improving income generation for the Trust and others, Increasing community participation through volunteering and other actions; A continuous internal improvement programme.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23		£294	£306	£-12	n/a	n/a	n/a	n/a	n/a	100
31/03/22		£317	£231	£86	n/a	n/a	n/a	n/a	n/a	100
31/03/21		£242	£248	£-6	n/a	n/a	n/a	n/a	n/a	100
31/03/20		£248	£212	£36	n/a	n/a	n/a	n/a	n/a	100
31/03/19		£232	£195	£37	n/a	n/a	n/a	n/a	n/a	100
31/03/18		£254	£212	£42	£0	£0	£0	n/a	0	0
31/03/17		£178	£160	£19	£0	£0	£0	n/a	0	0
31/03/16	*	£200	£198	£2	£0	£0	£0	n/a	0	0
31/03/15		£247	£235	£12	£0	£0	£0	n/a	0	0
31/03/14		£169	£210	£-41	£0	£0	£0	n/a	0	0
31/03/13		£219	£199	£20	£0	£0	£0	n/a	0	0
31/03/12		£171	£170	£1	£0	£0	£0	n/a	0	0
31/03/11		£313	£261	£52	£0	£0	£0	n/a	0	0
31/03/10?		£287	£278	£9	£0	£0	£0	n/a	0	0
31/01/09		£141	£171	£-30	£0	£0	£0	n/a	0	0
31/01/08		£317	£106	£211	£0	£0	£0	n/a	0	0
31/01/07		£112	£104	£8	£0	£0	£0	n/a	0	0
31/01/06		£94	£98	£-4	£0	£0	£0	n/a	0	0
31/01/05	*	£89	£69	£19	£0	£0	£0	n/a	0	0
31/01/04	*	£73	£74	£-1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 24 years
(28 years as a company)

www.ouseburntrust.org.uk

admin@ouseburntrust.org.uk

01912616596

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources

Where it operates

Newcastle Upon Tyne City,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
100 volunteers

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 Ouseburn Trust
£2,000	09/09/2021	Purchasing a new sound system for the Victoria Tunnel, a 19th century tunnel under Newcastle
Community Foundation serving Tyne & Wear and Northumberland - A grant to Ouseburn Trust
£1,400	20/05/2021	Artist and participants costs for bandstand activities for the Ouseburn Festival, July 2021
DCMS - CRF21:Ouseburn Trust
£21,500	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - ALB-Historic England-Ouseburn Valley (Covid-19 Emergency Response)
£18,245	01/04/2020	The Ouseburn Trust engages more than 16,000 visitors annually in the Ouseburn Valley through visits to the Victoria Tunnel and historic sites above ground, through summer walks and winter talks, 364 ....more The Ouseburn Trust engages more than 16,000 visitors annually in the Ouseburn Valley through visits to the Victoria Tunnel and historic sites above ground, through summer walks and winter talks, 364 days every year. We generate half our income from this activity and during lockdown we have been fortunate to receive government support to furlough staff and government grant as an SME.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 40-74

ALEX SLACK Appointed: 2019, Occupation: Chartered Surveyor

KATIE ELIZABETH BATES Appointed: 2021

DR MYRA GIESEN Appointed: 2012, Occupation: University Lecturer

DALE BOLLAND Appointed: 2017, Occupation: Retired, Other trusteeship: THIRTY-SIX LIME STREET LIMITED,

MR GEOFFREY KELL, Other trusteeship: CARING HANDS,

SUSAN BRIGHT Appointed: 2017, Occupation: Accounts Manager

MR DAVE CROSS Appointed: 2012, Occupation: Business Administrator, Other trusteeship: JESMOND COMMUNITY FORUM,

Legal constitution

Charitable company registered in England & Wales on 20/07/2000, number: 1081657
Registered at Companies House on 18/01/1996, number: 03147853

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR16: 240 days late, AR05: 116 days late, AR04: 86 days late,

Main office

51 Lime Street
Ouseburn Valley
NEWCASTLE UPON TYNE
NE1 2PQ

Objectives

(A) THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR LOWER OUSEBURN VALLEY, BOUNDED BY THE RIVER TYNE TO THE SOUTH, WARWICK STREET TO THE NORTH, NEWINGTON ROAD, ELIZABETH STREET, METRO LINE AND DISUSED RAILWAY LINE TO THE EAST AND CRAWHALL ROAD AND STODDART STREET TO THE WEST) BY ALL OR ANY OF THE FOLLOWING MEANS:(I) THE PRESERVATION OF BUILDING OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE(II) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS, AND/OR LAND FOR USE ON FAVOURABLE TERMS(III) THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES(IV) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT(V) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE(VI) THE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED AND THE IMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR IN CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING ANY LOCAL AUTHORITIES OR OTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSING(VII) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES(VIII) THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME (IX) THE RELIEF OF POVERTY(X) THE RELIEF OF UNEMPLOYMENT(B) FOR SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SEE FIT FROM TIME TO TIME

Defined Area of Benefit:

NOT DEFINED

Data Sources