Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

ST MARY THE VIRGIN ESTATE MANAGEMENT CHARITY

The object of the Charity is to administer and manage the property in its care.The income of the Estate Charity is to be applied as follows:1. Making small awards made under the governing scheme2. For the benefit of Newcastle Royal Grammar School - 53% of the balance3. As to the remainder for the related Almshouses Charity for the running of two residential homes

Analysis by Giving is Great

Positives:

There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of 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

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
31/03/23	£457	£457	£0	n/a	n/a	n/a	n/a	n/a
31/03/22	£442	£442	£0	n/a	n/a	n/a	n/a	n/a
31/03/21	£441	£441	£0	n/a	n/a	n/a	n/a	n/a
31/03/20	£460	£460	£0	n/a	n/a	n/a	n/a	n/a
31/03/19	£476	£476	£0	n/a	n/a	n/a	n/a	n/a
31/03/18	£474	£474	£0	£0	£0	£0	n/a	0
31/03/17	£455	£455	£0	£0	£0	£0	n/a	0
31/03/16	£382	£382	£0	£0	£0	£0	n/a	0
31/03/15	£417	£417	£0	£0	£0	£0	n/a	0
31/03/14	£472	£472	£0	£0	£0	£0	n/a	0
31/03/13	£455	£455	£0	£0	£0	£0	n/a	0
31/03/12	£442	£442	£0	£0	£0	£0	n/a	0
31/03/11	£475	£475	£0	£0	£0	£0	n/a	0
31/03/10	£475	£475	£0	£0	£0	£0	n/a	0
31/03/09	£495	£495	£0	£0	£0	£0	n/a	0
31/03/08	£533	£533	£0	£13	£9,296	£0	n/a	0
31/03/07	£469	£469	£0	£0	£0	£0	n/a	0
31/03/06	£392	£392	£0	£0	£0	£0	n/a	0
31/03/05	£371	£371	£0	£0	£0	£0	n/a	0
31/03/04	£231	£231	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 42 years

TGRAY@MINCOFFS.CO.UK

07818001884

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Newcastle Upon Tyne City,

Who it helps

Children/Young People
Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

CLAIRE STEPHANIE PENN Appointed: 2011

GILES CURSON HUNTER Appointed: 1979

JAMES WATSON KYLE Appointed: 2022

RACHEL NANCYE AMEY Appointed: 2020

ALAN BIRKMYRE Appointed: 2018, Other trusteeship: HOSPITAL OF ST MARY THE VIRGIN (RYE HILL AND BENWELL),

DR HAZEL JONES-LEE Appointed: 2014, Other trusteeship: HOSPITAL OF ST MARY THE VIRGIN (RYE HILL AND BENWELL),

NIGEL ROBERT PATON Appointed: 2016, Other trusteeship: THE ROYAL GRAMMAR SCHOOL EDUCATIONAL TRUST,

STEPHEN JOHN LIGHTLEY Appointed: 2015, Other trusteeship: THE BEDE FOODBANK,

Legal constitution

Charity registered in England & Wales on 14/01/1982, number: 512217

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

MINCOFFS LLP
5 OSBORNE TERRACE
JESMOND
NEWCASTLE UPON TYNE
NE2 1SQ

Objectives

THE ESTATE TRUSTEES SHALL PAY OUT OF THE YEARLY INCOME OF THE ESTATE CHARITY (A) £400 TO THE VICAR FOR THE TIME BEING OR PRIEST IN CHARGE OF THE ECCLESIASTICAL PARISH OF SAINT MATTHEW AND SAINT MARY THE VIRGIN, NEWCASTLE UPON TYNE FOR HIS OWN USE AND BENEFIT, AND (B) £1000 TO THE DIRECTORS OF THE NEWCASTLE UPON TYNE ROYAL GRAMMAR SCHOOL FOR APPLICATION IN ADVANCING THE FULL-TIME FURTHER EDUCATION OF PERSONS UNDER THE AGE OF 25. 53% OF RESIDUE TO THE GOVERNORS OF THE NEWCASTLE UPON TYNE ROYAL GRAMMAR SCHOOL AND 47% OF RESIDUE TO ALMSHOUSE TRUSTEES. FOR FULL DETAILS SEE SCHEME.

Defined Area of Benefit:

NOT DEFINED

Data Sources