Finance Score: 0
Governance Score: 6
Support Score: 6
  • Liabilities <10%: +3
  • Excess reserves: -5
  • Deficit on trading: -1
  • Strong growth: +2
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +6
Overall GiG Score: 12 ?

THE AUCKLAND PROJECT

Running the Castle: managing the Castle, gardens and parkland - opening to the public.Enhancing the Castle: interpreting existing rooms and paintings, creating new temporary exhibitions,turning the Castle, medieval walled garden and historic parkland into a major heritage attraction, together with Market Place art galleryCreating social impact: jobs, apprentices, volunteers, creative projects
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • This charity has a robust balance sheet
  • There has been strong growth in spending over the last 5 years
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £83,545,398 available, equivalent to 73 months of spending and so may not be able to utilise additional funding
  • The accounts in the latest year show a significant deficit from trading activities
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/24£14,077£13,701£376£183£83,620£83,54573.2137468
31/03/23£7,755£11,799£-4,044£150£83,306£2900.3136288
31/03/22*£6,587£8,245£-1,658£121£87,350£86,815126.468272
31/03/21£11,294£7,997£3,297£143£89,016£88,321132.588318
31/03/20?£17,989£10,296£7,693£745£85,719£85,28399.4116347
31/03/18£26,411£8,503£17,908£259£62,629£57,71481.51040
31/03/17£22,255£7,182£15,073£506£44,721£43,08072760
31/03/16£17,634£4,909£12,725£446£29,648£29,37071.8530
31/03/15£10,730£4,108£6,622£534£16,923£16,63748.6300
31/03/14£3,377£2,636£742£240£10,301£10,29646.9200
31/03/13£11,116£1,556£9,560£97£9,560£6,00046.370

Financial Ratios
Fundraising Costs/Relevant Income: 1.9%
Fundraising Costs/Total Spending: 1.3%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 3%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 73.2 months
Net Current Assets/Spending: 13 months
Quick Ratio: 6.3
Asset Split ?
Balance Sheet History
Established: 13 years

www.aucklandproject.org

enquiries@aucklandproject.org

01388743750

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Recreation
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Art galleries and exhibitions
How it operates
  • Makes grants to organisations
  • Other charitable activities
  • Provides buildings/facilities/open space
Where it operates
  • Durham,
Who it helps
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£219,227
Garfield Weston Foundation£200,000
County Durham Community Foundation£34,445
National Lottery Community Fund£9,635
Specific Donations
Amount When
Months
To be used for
County Durham Community Foundation - Board Game Cafe at Mrs M's
£1,500 02/11/2022
To provide a oard Game Cafe at Mrs M's.
National Lottery Community Fund - Refrigerated Storage for our Food Network
£9,635 16/09/2022
The funding will be used to purchase a refrigerated storage unit to improve the organisation’s food bank services. This will enable them to accept fresh food from local supermarkets restaurants and other sources for distribution to local residents ....more
DCMS - 65-66, Forebondgate (Bar Mondo)
£3,264 01/04/2022
Heritage at Risk grant for survey and enabling works (strip-out) to RIBA stage 3 at 65-66, Forebondgate (Bar Mondo)
County Durham Community Foundation - Can Any Mother Help me?
£2,945 03/08/2021
To support the ‘Can Any Mother Help Me? project.
DCMS - Bishop Auckland HAZ: 65-66, Forebondgate (Bar Mondo)
£19,714 01/04/2021
Survey and enabling works (strip-out) to RIBA stage 3
DCMS - Castle Curtilage Project, Bishop Auckland, County Durham
£89,927 01/04/2021
Repairs of garden structures namely Wyatt Arch & Screen, Bishops Steps to walled garden and boundary walls
Garfield Weston Foundation - Major Grants award
£200,000 10/07/2020
Woodhouse Close Regeneration Project
DCMS - ALB-HISTORIC ENGLAND - Castle Curtilage Project, Bishop Auckland, County Durham DL14 7NR
£106,322 01/04/2020
Repairs of garden structures namely Wyatt Arch & Screen, Bishops Steps to walled garden and boundary walls
County Durham Community Foundation - CV19 Food Provision and Distribution
£30,000 30/03/2020
Food Provision and distribution in Bishop Auckland & Environs
County Durham Community Foundation - Mining Art Gallery
£20,000 21/06/2017
Towards the Mining Art Gallery.
National Lottery Heritage Fund - Grant to Auckland Castle Trust
£12,400,000 23/04/2013
Auckland Castle: Creating Faith in a Better Future
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 53-72
  • ANNA MARIE LYNCH Appointed: 2019, Occupation: Retired
  • BRENDAN GODFREY EAMONN FINUCANE Appointed: 2022, Occupation: Lawyer
  • JANE ELIZABETH BONNAR DEAN Appointed: 2023, Occupation: Director Of Hospitality And Catering
  • MYLES COLUMBA MARMION Appointed: 2019, Occupation: Finance Director
  • REV NICHOLAS RODERICK HOLTAM Appointed: 2022, Occupation: Clerk In Holy Orders
  • ROBERT JOHN YORKE Appointed: 2022, Occupation: Managing Director
Legal constitution
  • Charitable company registered in England & Wales on 02/03/2012, number: 1146219
  • Registered at Companies House on 01/02/2012, number: 07931440
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
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
11 returns made; AR22: 28 days late,
Main office

58 Kingsway
BISHOP AUCKLAND
County Durham
DL14 7JF

Objectives

THE OBJECTS OF THE CHARITY ARE THE BENEFITS OR FURTHERANCE OF SUCH CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES IN SUCH MANNER AND (IF MORE THAN ONE) IN SUCH SHARES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE AND, IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, TO OR TOWARDS OR FOR ALL OR ANY OF THE FOLLOWING CHARITABLE PURPOSES: 1.1 TO PRESERVE PROTECT AND IMPROVE FOR THE BENEFIT OF THE PUBLIC GENERALLY AND THE INHABITANTS OF THE CHARITY'S AREA IN PARTICULAR THE CASTLE AND OTHER BUILDINGS OF NATIONAL ARCHITECTURAL HISTORIC OR ARTISTIC INTEREST WITHIN THE CHARITY'S AREA TO PROMOTE ACCESS THERETO AND ENJOYMENT THEREOF BY THE PUBLIC AND TO AUGMENT THE AMENITIES OF THE CASTLE AND SUCH OTHER BUILDINGS AND THEIR SURROUNDINGS; 1.2 TO PRESERVE, PROTECT, MAINTAIN AND IMPROVE FOR THE BENEFIT OF THE PUBLIC GENERALLY AND THE INHABITANTS OF THE CHARITY'S AREA IN PARTICULAR THE FURNITURE, PICTURES, HISTORICAL RECORDS, BOOKS, MANUSCRIPT, MONUMENTS, ARMOUR, PORCELAIN, SILVER AND GOLD OBJECTS, OBJETS D'ART AND OTHER CHATTELS ASSOCIATED WITH OR DISPLAYED OR KEPT IN THE CASTLE OR IN ANY BUILDING WITHIN THE CHARITY'S AREA AND TO PROMOTE ACCESS TO AND ENJOYMENT OF SUCH CHATTELS BY THE PUBLIC; 1.3 TO PROMOTE PUBLIC ACCESS TO THE COUNTRYSIDE WITHIN THE CHARITY'S AREA, THE PROVISION OF ROUTES AND WAYS THEREFORE, AND THE PRESERVATION OF FOOTPATHS, COMMONS AND WASTELANDS; 1.4 TO INCREASE KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF MATTERS OF HISTORIC, ARTISTIC, ARCHITECTURAL, CULTURAL OR AESTHETIC INTEREST INCLUDING THOSE CONCERNING THE LANDS AND OTHER PROPERTY COMPRISED IN THE CHARITY FOR THE BENEFIT OF THE PUBLIC; 1.5 TO CONSERVE ANIMAL, BIRD AND PLANT WILDLIFE WITHIN THE CHARITY'S AREA FOR THE BENEFIT OF THE PUBLIC; 1.6 TO IMPROVE AND ADVANCE EDUCATION FOR THE BENEFIT OF THE PUBLIC IN AGRICULTURE, HORTICULTURE, APICULTURE, FORESTRY AND ALLIED OCCUPATIONS WITHIN THE CHARITY'S AREA; 1.7 TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC PARTICULARLY WITHIN, BUT NOT LIMITED TO, THE CHARITY'S AREA BY: 1.7.1 THE PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES; AND 1.7.2 THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION; 1.8 TO ADVANCE THE EDUCATION OF THE PUBLIC IN SUBJECTS RELATING TO SUSTAINABLE DEVELOPMENT, THE USE OF RENEWABLE ENERGY SOURCES AND THE PROTECTION, ENHANCEMENT AND REHABILITATION OF THE ENVIRONMENT AND TO PROMOTE STUDY AND RESEARCH IN SUCH SUBJECTS PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE; 1.9 THE ADVANCEMENT OF ENVIRONMENTAL IMPROVEMENT THROUGH THE PROMOTION OF THE USE OF RENEWABLE ENERGY SOURCES; 1.10 THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION WITHIN THE CHARITY'S AREA BY ALL OR ANY OF THE FOLLOWING MEANS: 1.10.1 THE RELIEF OF FINANCIAL HARDSHIP; 1.10.2 THE PROVISION OF FINANCIAL ASSISTANCE IN ORDER TO PROVIDE OPPORTUNITIES FOR PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED; 1.10.3 THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES; 1.10.4 THE PROVISION OF FINANCIAL ASSISTANCE TO SUCH COMMUNITY GROUPS AND PROJECTS AS APPROPRIATE; AND/OR 1.10.5 THE PROVISION OF FINANCIAL OR TECHNICAL ASSISTANCE TO ORGANISATIONS AND INDIVIDUALS WISHING TO DEVELOP ENTREPRENEURIAL AND OTHER SKILLS AND/OR PROVIDE OPPORTUNITIES FOR OTHERS; AND 1.11 TO ADVANCE EDUCATION IN HISTORY AND/OR THE ARTS BY THE ESTABLISHMENT AND MAINTENANCE OF MUSEUMS AND/OR GALLERIES; PROVIDED ALWAYS THAT NOTHING IN THESE ARTICLES SHALL AUTHORISE OR PERMIT THE CHARITY'S FUNDS TO BE PAID OR APPLIED AT ANY TIME OR IN ANY CIRCUMSTANCES FOR ANY PURPOSE OR IN ANY MANNER WHICH IS NOT EXCLUSIVELY CHARITABLE.

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great