Finance Score: 3
Governance Score: 2
Support Score: 0
  • Liabilities <10%: +3
  • Large legacies income: +2
  • Multiple Deficits: -2
  • No conflicts policy: -1
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 5 ?

NEWCASTLE DIOCESAN SOCIETY 

The Charity acts as trustee and custodian trustee responsible for trust funds and properties held upon trust for the Diocese of Newcastle and Parochial Church Councils (PCCs) within the Diocese.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • This charity has received more than half of its income from legacies in recent years
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • This charity does not have a Conflict of Interests policy

Financial issues to consider:

  • Liquidity appeared to be considerably in excess of CC guidelines at the latest year end but this has been generated by an income surplus in the latest year
  • 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*£4,765£153£4,612£0£13,265£27921.800
31/12/21£227£263£-36n/an/an/an/an/a0
31/12/20£239£342£-103n/an/an/an/an/a0
31/12/19£403£267£136n/an/an/an/an/a0
31/12/18£213£169£44£0£0£0n/a00
31/12/17£206£236£-30£0£0£0n/a00
31/12/16£216£118£98£0£0£0n/a00
31/12/15£202£155£48£0£0£0n/a00
31/12/14£271£228£42£0£0£0n/a00
31/12/13£377£182£195£0£0£0n/a00
31/12/12£196£172£24£0£0£0n/a00
31/12/11£182£122£60£0£0£0n/a00
31/12/10£177£178£-1£0£0£0n/a00
31/12/09£181£248£-67£0£0£0n/a00
31/12/08£131£155£-24£0£0£0n/a00
31/12/07£180£214£-34£0£0£0n/a00
31/12/06£161£233£-73£0£0£0n/a00
31/12/05£179£182£-3£0£0£0n/a00
31/12/04£192£193£-1£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 21.8 months
Net Current Assets/Spending: 279 months
Quick Ratio: 348.4
Asset Split ?
Established: 58 years
(139 years as a company)

01912704100

Charity Commission for England and WalesCompanies House
Listed activities
  • Other Charitable Purposes
  • Religious Activities
GiG Classification
  • Christian congregations
How it operates
  • Acts as an umbrella or resource body
  • Makes Grants to Individuals
  • Makes Grants to Organisations
Where it operates
  • Newcastle Upon Tyne City, North Tyneside, Northumberland,
Who it helps
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

Age Range of Trustees: 50-73
Legal constitution
  • Charitable company registered in England & Wales on 14/07/1966, number: 247234
  • Registered at Companies House on 13/05/1885, number: 00021135
Gift Aid
  • NOT registered with HMRC for Gift Aid
Event History
Policies in force
There are no Policies registered with the Charities Commission
Filing Record
19 returns made; AR22: 70 days late,
Main office

NEWCASTLE DIOCESAN SOCIETY
CHURCH HOUSE
ST. JOHNS TERRACE
NORTH SHIELDS
NE29 6HS

Objectives

FOR CHARITABLE OBJECTS AND PURPOSES ONLY, PARTICULARLY TO HOLD AND MANAGE MONEYS FUNDS AND ESTATES BOTH REAL AND PERSONAL ON BEHALF OF CHARITABLE INSTITUTIONS ETC. IN CONNECTION WITH THE CHURCH OF ENGLAND IN THE DIOCESE OF NEWCASTLE.

Defined Area of Benefit:

DIOCESE OF NEWCASTLE.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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