Finance Score: -2

Governance Score: 6

Support Score: 1

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 5

THE LITERARY AND PHILOSOPHICAL SOCIETY OF NEWCASTLE-UPON-TYNE

Promoting education in the North East of England, with particular reference to language, literature, philosophy, science, history, music and the fine arts by maintaining a library, providing educational lectures and events; raising funds by charging subscriptions and making other charges for the exclusive purposes of the charity and by such other charitable means as the charity may think fit.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
31/12/22		£390	£456	£-66	n/a	n/a	n/a	n/a	n/a	70
31/12/21		£402	£439	£-37	n/a	n/a	n/a	n/a	n/a	75
31/12/20		£427	£413	£13	n/a	n/a	n/a	n/a	n/a	60
31/12/19		£439	£447	£-7	n/a	n/a	n/a	n/a	n/a	75
31/12/18		£393	£497	£-104	£0	£0	£0	n/a	0	75
31/12/17		£515	£445	£71	£1	£1,198	£937	25.3	19	0
31/12/16		£364	£463	£-100	£0	£0	£0	n/a	0	0
31/12/15		£557	£434	£123	£47	£1,140	£797	22	11	0
31/12/14		£406	£394	£12	£0	£0	£0	n/a	0	0
31/12/13		£435	£416	£19	£0	£0	£0	n/a	0	0
31/12/12		£435	£430	£5	£0	£0	£0	n/a	0	0
31/12/11	*	£460	£453	£7	£0	£0	£0	n/a	0	0
31/12/10		£371	£454	£-83	£0	£0	£0	n/a	0	0
31/12/09		£516	£920	£-405	£83	£1,052	£877	11.4	22	0
31/12/08	*	£570	£731	£-161	£78	£1,439	£1,154	18.9	20	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 17 years

www.litandphil.org.uk

library@litandphil.org.uk

01912320192

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Performing and visual arts

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Cumbria, Durham, Gateshead, Middlesbrough, Newcastle Upon Tyne City, North Tyneside, Northumberland, South Tyneside, Sunderland,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
70 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 - Outreach programme; A Lit & Phil Carol
£10,000	28/02/2019	Outreach programme; A Lit & Phil Carol
National Lottery Heritage Fund - Grant to The Literary & Philosophical Society
£55,200	26/02/2015	Reflections of Newcastle 1914-1918

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-78

KATHARINE CLAIRE MORLEY Appointed: 2020, Occupation: Artistic Consultant

PATRICIA ANN LOWERY Appointed: 2020, Occupation: Retired

CHRISTOPHER FRANCIS CALVER Appointed: 2019, Occupation: Retired

DR KATHERINE ISOBEL BAXTER Appointed: 2016, Occupation: Academic

HAZEL ELIZABETH FLEMING Appointed: 2018, Occupation: Retired

JEREMY PAUL TURNBULL BELL Appointed: 2016, Occupation: Retired

PAUL GAILIUNAS Appointed: 2020, Occupation: Retired, Other trusteeships: THE NATIONAL ASSOCIATION OF CHOIRS, TYNE & WEAR HERITAGE FORUM,

ROBIN CAMPBELL Appointed: 2015, Occupation: Train Driver

ROBERT ANDREW HARVEY Appointed: 2019, Occupation: Retired

MARY JOSEPHINE DURKIN (Chair) Appointed: 2020, Occupation: Retired, Other trusteeship: NORTHUMBRIAN CITIZENS ADVICE BUREAU,

Legal constitution

Charitable company registered in England & Wales on 21/09/2007, number: 1120948
Registered at Companies House on 20/04/2007, number: 06220953

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

15 returns made; AR11: 6 days late, AR08: 45 days late,

Main office

LITERARY & PHILOSOPHICAL SOCIETY
23 WESTGATE ROAD
NEWCASTLE UPON TYNE
NE1 1SE

Objectives

THE ADVANCEMENT OF THE EDUCATION OF THE INHABITANTS OF NEWCASTLE UPON TYNE AND THE SURROUNDING REGION BY PROMOTING THE STUDY OF LANGUAGE, LITERATURE, PHILOSOPHY, SCIENCE, HISTORY, MUSIC AND THE FINE ARTS BY THE FOLLOWING MEANS:1) BY PROVING AND MAINTAINING A LIBRARY FOR THE USE OF THE SAID INHABITANTS;2) BY PROVIDING UNIVERSITY EXTENSION AND OTHER EDUCATIONAL LECTURES AND CLASSES FOR THE SAID INHABITANTS;3) BY RAISING FUNDS BY CHARGING SUBSCRIPTIONS AND MAKING OTHER CHARGES, SUCH FUNDS TO BE APPLIED EXCLUSIVELY FOR THE PURPOSES OF THE CHARITY;4) BY SUCH OTHER CHARITABLE MEANS AS THE CHARITY MAY THINK FIT.

Defined Area of Benefit:

NEWCASTLE UPON TYNE AND THE SURROUNDING REGION

Data Sources