Finance Score: 0

Governance Score: 3

Support Score: 3

Dynamic board: +3

Gov Income
Overall weighted support: +3

Overall GiG Score: 6

LORD CREWE'S CHARITY

The Charity operates for the benefit of necessitous Church of England clergy in the Dioceses of Durham and Newcastle, and for charitable purposes connected with Lincoln College Oxford. It also makes a number of small annual payments to organisations and for purposes set out in the will of the founder of 1721.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has an endowment fund which generates most of its income
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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
31/12/23	£1,870	£1,778	£93	£0	£54,404	£4,471	30.2	0
31/12/22	£1,671	£2,944	£-1,272	£0	£51,943	£4,343	17.7	0
31/12/21	£1,603	£1,742	£-139	£0	£52,735	£6,755	46.5	1
31/12/20	£1,445	£1,427	£18	£0	£47,322	£6,528	54.9	1
31/12/19	£1,532	£1,433	£100	£0	£46,038	£6,600	55.3	1
31/12/18	£1,475	£1,333	£142	£0	£43,691	£6,012	54.1	1
31/12/17	£1,468	£1,341	£127	£0	£43,923	£6,636	59.4	1
31/12/16	£1,402	£1,227	£176	£0	£42,522	£6,206	60.7	1
31/12/15	£1,339	£1,256	£83	£9	£40,382	£5,438	52	1
31/12/14	£1,206	£985	£221	£37	£39,084	£5,332	65	1

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 8%
Reserves/Spending: 30.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3

Asset Split ?

Established: 61 years

www.lordcrewescharity.org.uk

michael.orde@lordcrewescharity.co.uk

01388 604515

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Christian congregations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Durham, Newcastle Upon Tyne City, Northumberland, Oxfordshire,

Who it helps

Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

FRANCESCA ELIZABETH TREVELYAN Appointed: 2023

PROFESSOR HENRY RUXTON WOUDHUYSEN Appointed: 2012, Other trusteeships: THE ST MICHAEL'S OXFORD EDUCATIONAL TRUST, THE GUY NEWTON RESEARCH FUND, THE LINCOLN COLLEGE MICHAEL ZILKHA FUND, LINCOLN 2027 TRUST, THE WILLISON FOUNDATION CHARITABLE TRUST,

ROBERT THOMAS DEPLUMPTON HUNTER Appointed: 2023

SIMON FRANCIS RIDDELL Appointed: 2023, Other trusteeship: ROBERT STEPHENSON'S CHARITIES,

THE VENERABLE CATHERINE ANN SOURBUT GROVES Appointed: 2022, Other trusteeships: CHARITY OF BISHOP CHANDLER (NEWCASTLE BRANCH), COMMUNITY ACTION NORTHUMBERLAND,

THE VENERABLE ROBERT GERARD COOPER Appointed: 2019, Occupation: Archdeacon Of Sunderland, Other trusteeship: THE DURHAM DIOCESAN BOARD OF FINANCE,

WILLIAM FRANCIS WATSON-ARMSTRONG Appointed: 2023

Legal constitution

Charity registered in England & Wales on 02/10/1963, number: 1155101

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

Linked charity: BLANCHLAND VILLAGE RESTORATION APPEAL FUND
Linked charity: THE LORD CREWE’S LIBRARIES AND ARCHIVES TRUST
07/09/2016 - Asset transfer in from LORD CREWE'S CHARITY
14/06/2023 - Asset transfer in from LORD CREWES CHARITY - APPRENTICESHIP FUND
14/06/2023 - Asset transfer in from LORD CREWE'S DURHAM EDUCATIONAL FOUNDATION

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
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

10 returns made; all on time

Recent reorganisation events:

Asset transfer in from LORD CREWES CHARITY - APPRENTICESHIP FUND on 14/06/2023
Asset transfer in from LORD CREWE'S DURHAM EDUCATIONAL FOUNDATION on 14/06/2023

Main office

Lord Crewe's Charity
Cuthbert House
Stonebridge
DURHAM
DH1 3RY

Objectives

The objects of the CIO are, for the benefit of the public:3.1.1 The advancement of Christian religion by:(a) augmenting the stipends of necessitous clergy and their dependants in the Dioceses of Durham and Newcastle, particularly for the education of their children, and assisting them in other demonstrable charitable need;(b) the repair or construction of churches, chancels and parsonages in any ecclesiastical parish in which the charity owns land or to which the charity has the right of presentation to the benefice; and(c) providing financial support to Anglican clergy of various ecclesiastical parishes as determined by the trustees from time to time for religious education within those parishes.3.1.2 The relief of poverty by:(a) providing financial and other forms of charitable relief for the general benefit of the inhabitants of the Dioceses of Durham and Newcastle, giving preference to people and groups resident in parishes where the charity owns land or has the right of presentation to the benefice.3.1.3 The advancement of education by:(a) providing financial subsidies to university students at Lincoln College at the University of Oxford, or for any other charitable purposes connected with Lincoln College; and(b) providing other financial subsidies to educational institutions, whether in the ecclesiastical parish in which the charity owns land or has the right of presentation to the benefice or otherwise, specifically including the City of Durham.3.1.4 The relief of sickness (including physical, mental, emotional and spiritual) by providing such assistance (financial and otherwise) to such beneficiaries resident in the Dioceses of Durham and Newcastle as the trustees shall from time to time decide.3.1.5 For other charitable purposes which the trustees shall from time to time determine for the benefit of residents of the ecclesiastical parishes in which the charity owns land or to which the charity has the right of presentation to the benefice.

Data Sources

LORD CREWE'S CHARITY

Analysis by Giving is Great

Positives: