Finance Score: 0

Governance Score: 5

Support Score: 2

No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 7

ST LUKE'S NEIGHBOURHOOD TRUST

Provide facilities that can be used bygroups in the local community. The main halls are available for groups for a wide range of activities which currently include a toddler group and a choir. New groups are being introduced for arts and crafts that are available to both young and old. All users of the centre are encourage to offer a range of activities within the community to provide friendship.

Analysis by Giving is Great

Positives:

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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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		£48	£45	£2	n/a	n/a	n/a	n/a	n/a	3
31/03/22		£46	£36	£9	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£34	£27	£8	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£36	£32	£4	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£45	£36	£8	n/a	n/a	n/a	n/a	n/a	4
31/03/18		£28	£32	£-4	£0	£0	£0	n/a	0	0
31/03/17		£40	£41	£-1	£0	£0	£0	n/a	0	0
31/03/16	*	£24	£28	£-4	£0	£0	£0	n/a	0	0
31/03/15		£43	£42	£1	£0	£0	£0	n/a	0	0
31/03/14		£24	£33	£-9	£0	£0	£0	n/a	0	0
31/03/13		£37	£38	£0	£0	£0	£0	n/a	0	0
31/03/12		£29	£32	£-3	£0	£0	£0	n/a	0	0
31/03/11		£31	£32	£-1	£0	£0	£0	n/a	0	0
31/03/10		£32	£25	£7	£0	£0	£0	n/a	0	0
31/03/09		£64	£42	£23	£0	£0	£0	n/a	0	0
31/03/08		£42	£18	£24	£0	£0	£0	n/a	0	0
31/03/07		£54	£54	£0	£0	£0	£0	n/a	0	0
31/03/06		£15	£21	£-6	£0	£0	£0	n/a	0	0
31/03/05	*	£13	£21	£-8	£0	£0	£0	n/a	0	0
31/03/04	*	£10	£8	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 23 years

kim.storey@nissan-nmuk.co.uk

01915657747

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other facilities management and maintenance

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Sunderland,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
3 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
National Lottery Community Fund - Sound healing- Energy recharge
£7,000	06/01/2023	The funding will be used to run a series of sound-based healing sessions activities including gong bathing hand pan and African djembe drums and Reiki. The project aims to help support targeted ....more The funding will be used to run a series of sound-based healing sessions activities including gong bathing hand pan and African djembe drums and Reiki. The project aims to help support targeted people who may be bereaved lonely and isolated which will help to improve their mental health and well-being.
National Lottery Community Fund - Multicultural Jubilee Celebrations
£2,955	08/04/2022	The funding will be used to organise a multicultural Jubilee tea-party. The project aims to celebrate diversity in Britain in honour of the Queen's Jubilee.
National Lottery Community Fund - Healing communities
£9,950	21/05/2021	The funding will be used to run weekly in-person and online sessions for local residents including older people. This will provide a support network and include exercise classes for people over 50 ....more The funding will be used to run weekly in-person and online sessions for local residents including older people. This will provide a support network and include exercise classes for people over 50 African drumming sound-based relaxation/healing sessions and gentle nature walks with a view to reducing isolation and improve wellbeing.
Community Foundation serving Tyne & Wear and Northumberland - Family Welfare Programme
£5,000	30/05/2018	Family Welfare Programme
National Lottery Community Fund - Homelessness Project
£10,000	24/02/2016 12	The organisation will use the funding to provide a Soup CafÃ© service for homeless people at their newly refurbished community kitchen. This will provide them with hot food and drinks, access to ....more The organisation will use the funding to provide a Soup CafÃ© service for homeless people at their newly refurbished community kitchen. This will provide them with hot food and drinks, access to the internet to help them search for accommodation, and a support and social network.
Henry Smith Charity - Grant to St Lukes Neighbourhood Trust
£9,000	13/11/2014	towards one year's salary of a Worker at a Soup Café and Food Bank for disadvantaged people in Sunderland

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

KRIS MALTAS Appointed: 2022

HEATHER WALLACE Appointed: 2016

JOAN WALLACE Appointed: 2016

KIMBERLEY STOREY (Chair)

STEVEN WHATT Appointed: 2022

RICHARD DOWNEY Appointed: 2015, Occupation: Shop Owner, Other trusteeship: PALLION ACTION GROUP,

Legal constitution

Charity registered in England & Wales on 03/10/2001, number: 1088726

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures

Filing Record

20 returns made; AR16: 1 days late, AR05: 73 days late, AR04: 1 days late,

Main office

68 FORDHAM ROAD
SUNDERLAND
SR4 0AX

Objectives

1) TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFITS OF THE INHABITANTS OF THE PALLION AREA OF SUNDERLAND, TYNE AND WEAR AND THE SURROUNDING AREAS AS DEFINED ON THE PLAN ANNEXED HERETO AND THE NEIGHBOURHOOD WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, DISABILITY, RACE, ETHNIC ORIGIN, POLITICAL, RELIGIOUS OR OTHER OPINIONS IN PARTICULAR BY ASSOCIATING THE ANGLICAN DIOCESE OF DURHAM, THE LOCAL AUTHORITIES, VOLUNTARY ORGANISATIONS AND INHABITANTS IN A COMMON EFFORT TO ADVANCE EDUCATION AND PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS.2) TO ESTABLISH AND SECURE THE ESTABLISHMENT OF ST. LUKE'S NEIGHBOURHOOD CENTRE AND TO MAINTAIN AND MANAGE, OR TO CO-OPERATE WITH ANY LOCAL OR STATUTORY AUTHORITY IN THE MAINTENANCE AND MANAGEMENT OF SUCH A CENTRE FOR ACTIVITIES PROMOTED BY THE CHARITY AND ITS CONSTITUENT BODIES IN FURTHERANCE OF THE ABOVE OBJECTS. THE CHARITY SHALL BE NON-PROFIT IN POLITICS AND NON-SECTARIAN IN RELIGION.

Defined Area of Benefit:

PALLION AREA OF SUNDERLAND, TYNE AND WEAR AND THE SURROUNDING AREAS

Data Sources