Finance Score: 0

Governance Score: 6

Support Score: 4

No PartB

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +4

Overall GiG Score: 10

HEART OF THE CITY PARTNERSHIP

Preserve and protect Newcastle Castle. Advance culture and heritage by encouraging the local community and visitors to appreciate and enjoy the history and fabric of Newcastle Castle and buildings around the area of Old Newcastle. Advance education and learning in relation to Newcastle Castle, St Nicholas Cathedral and the area surrounding the two buildings.

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 age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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
31/12/22	£390	£419	£-29	n/a	n/a	n/a	n/a	n/a	40
31/12/21	£310	£397	£-87	n/a	n/a	n/a	n/a	n/a	40
31/12/20	£472	£319	£154	n/a	n/a	n/a	n/a	n/a	40
31/12/19	£347	£331	£16	n/a	n/a	n/a	n/a	n/a	59
31/12/18	£302	£312	£-10	£0	£0	£0	n/a	0	61
31/12/17	£298	£293	£5	£0	£0	£0	n/a	0	0
31/12/16	£397	£257	£140	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years
(16 years as a company)

http://www.newcastlecastle.co.uk

info@newcastlecastle.co.uk

01912306300

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Newcastle Upon Tyne City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
40 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.

Major supporters in last 5 years

DCMS	£310,200
Department for Work and Pensions	£7,565
Co-Operative Group	£2,278

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Waffle
£2,278	23/10/2021	We would like to buy equipment so that we can create a free community space where people of all ages can play, make friends and learn skills together.
Department for Work and Pensions - THE COMMUNITY WAFFLE HOUSE CIC
£7,565	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
DCMS - CRF21: The Heart of the City Partnership
£103,500	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: Heart of the City Partnership
£206,700	14/10/2020	Culture Recovery Fund for Heritage 2020-21

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-80

ADAM JAMES SERFONTEIN Appointed: 2023, Occupation: Chartered Surveyor

ELIZABETH HANNAH MACROBERT Appointed: 2022, Occupation: Retired

IAN MARTIN AYRIS Appointed: 2023, Occupation: Retired

MARION WILLIAMS Appointed: 2022, Occupation: Councillor

DR RICHARD MALCOLM PEARS Appointed: 2015, Occupation: Librarian

KATIE CORALEE MOUNTAIN Appointed: 2022, Occupation: Archaeologist, Other trusteeship: THE SOCIETY OF ANTIQUARIES OF NEWCASTLE UPON TYNE,

PETER WOOD Appointed: 2016, Occupation: Retired Banker

REV PETER DAVID DOBSON Appointed: 2022, Occupation: Clerk On Holy Orders, Other trusteeships: THE ECCLESIASTICAL CHARITY OF WILLIAM MOULTON, ISABEL WRIGHTSON, THE REVEREND DOCTOR THOMLINSON'S LIBRARY AND THE ENDOWNMENT OF WALTER BLACKETT, THE STANLEY WALTON BROWN MEMORIAL FUND, CATHEDRAL CHURCH OF ST NICHOLAS IN NEWCASTLE,

ERIC JUBB Appointed: 2018, Occupation: Retired, Other trusteeships: THE ECCLESIASTICAL CHARITY OF WILLIAM MOULTON, ISABEL WRIGHTSON, THE REVEREND DOCTOR THOMLINSON'S LIBRARY AND THE ENDOWNMENT OF WALTER BLACKETT, THE STANLEY WALTON BROWN MEMORIAL FUND, TOGETHER NEWCASTLE, CATHEDRAL CHURCH OF ST NICHOLAS IN NEWCASTLE,

GAVIN MACFARLANE BLACK (Chair) Appointed: 2013, Occupation: Chartered Surveyor, Other trusteeships: THE ECCLESIASTICAL CHARITY OF WILLIAM MOULTON, ISABEL WRIGHTSON, THE REVEREND DOCTOR THOMLINSON'S LIBRARY AND THE ENDOWNMENT OF WALTER BLACKETT, THE CHARLOTTE STRAKER PROJECT, THE STANLEY WALTON BROWN MEMORIAL FUND, CATHEDRAL CHURCH OF ST NICHOLAS IN NEWCASTLE,

JOHN GRUNDY Appointed: 2011, Occupation: Lecturer, Other trusteeship: FRIENDS OF BEAMISH, THE NORTH OF ENGLAND OPEN AIR MUSEUM LIMITED,

Legal constitution

Charitable company registered in England & Wales on 04/02/2016, number: 1165434
Registered at Companies House on 17/09/2007, number: 06373460

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

7 returns made; all on time

Main office

The Black Gate
Castle Garth
NEWCASTLE UPON TYNE
NE1 1RQ

Objectives

4.1 THE ONLY OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE FOR THE PUBLIC BENEFIT TO: 4.1.1 THE ADVANCEMENT OF EDUCATION AND PROMOTION OF LEARNING, IN PARTICULAR IN RELATION TO THE HISTORY AND HERITAGE OF THE AREA AROUND ST NICHOLAS’ CATHEDRAL IN PARTICULAR NEWCASTLE CASTLE IN NEWCASTLE UPON TYNE (“THE CITY”); 4.1.2 THE ADVANCEMENT OF CULTURE AND HERITAGE BY THE ENCOURAGEMENT OF THE LOCAL COMMUNITY AND VISITORS TO THE CITY TO APPRECIATE AND ENJOY THE HISTORY AND FABRIC OF THE SAID BUILDINGS 4.1.3 THE PRESERVATION AND PROTECTION OF NEWCASTLE CASTLE BEING OF HISTORICAL INTEREST AND PUBLIC IMPORTANCE AND PARTICULARLY THE GRADE I LISTED BUILDINGS AND SCHEDULED ANCIENT MONUMENTS KNOWN AS THE BLACK GATE AND CASTLE KEEP. (“THE OBJECTS”).

Data Sources