Finance Score: 0

Governance Score: 0

Support Score: 0

Strong growth: +2
Deficit latest year: -2
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

THE SPENCE BEQUEST

Caring for the Col G O Spence Bequest and making it accessible for the public.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board has little diversity in terms of age
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
Income was significantly lower than spending in the latest year

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	*	£0	£14	£-14	n/a	n/a	n/a	n/a	n/a
31/03/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/17		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/16		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/15		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/14		£9	£339	£-330	£0	£0	£0	n/a	0
31/03/13		£9	£0	£9	£0	£0	£0	NAN	0
31/03/12		£9	£0	£9	£0	£0	£0	NAN	0
31/03/11		£9	£0	£9	£0	£0	£0	NAN	0
31/03/10		£8	£0	£8	£0	£0	£0	NAN	0
31/03/09		£8	£0	£8	£0	£0	£0	NAN	0
31/03/08		£7	£0	£7	£0	£0	£0	NAN	0
31/03/07		£7	£0	£7	£0	£0	£0	NAN	0
31/03/06		£6	£0	£6	£0	£0	£0	NAN	0
31/03/05	*	£6	£0	£6	£0	£0	£0	NAN	0
31/03/04	*	£6	£0	£6	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 55 years

01642528246

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

GiG Classification

Poverty relief

How it operates

Other charitable activities

Where it operates

Stockton-on-tees,

Who it helps

Children/Young People
Other Defined Groups
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees:

MARILYN SURTEES Appointed: 2023

JAMES BEALL Appointed: 2019, Occupation: Retired, Other trusteeship: EASTERN RAVENS TRUST,

STEVEN NELSON Appointed: 2023, Occupation: Retired, Other trusteeship: FURNITURE RECLAMATION AND DELIVERY ENTERPRISE,

Legal constitution

Charity registered in England & Wales on 13/02/1969, number: 529513

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR23: 3 days late, AR18: 153 days late, AR05: 212 days late, AR04: 80 days late,

Main office

STOCKTON-ON-TEES BOROUGH COUNCIL
PO BOX 11
STOCKTON-ON-TEES
TS18 1LD

Objectives

THE PURPOSES OF THE CHARITY ARE:(1) TO ADVANCE EDUCATION AND CULTURE FOR THE BENEFIT OF THE PUBLIC IN PARTICULAR, BUT NOT EXCLUSIVELY, BY PROVIDING FOR OR FACILITATING THE PROVISION OF THE DISPLAY OF SUCH ARMS, ANTIQUES AND ARTICLES DE VERTU CONTAINED IN THE WILL OF GILBERT ORMEROD SPENCE (THE SPENCE COLLECTION);(2) TO SAFEGUARD, PROTECT, CONSERVE, RESTORE AND OTHERWISE MAINTAIN OR ARRANGE FOR SUCH SAFEGUARDING, PROTECTION, CONSERVATION, RESTORATION AND MAINTENANCE OF THE SPENCE COLLECTION;(3) TO PROCURE THE PROTECTION AND STORAGE OF THOSE PARTS OF TE SPENCE COLLECTION NOT ON PUBLIC DISPLAY, TOGETHER WITH SUCH ITEMS WORTHY OF PRESERVATION OR CONSERVATION AS THE TRUSTEES FROM TIME TO TIME THINK FIT; AND(4) SUBJECT TO THE PURPOSES SET OUT ABOVE, TO CARRY OUT SUCH OTHER CHARITABLE PURPOSES RELATED TO THE SPENCE COLLECTION AS THE TRUSTEES FROM TIME TO TIME IN THEIR DISCRETION DECIDE OR FOR SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THE PEOPLE OF STOCKTON ON TEES (OR SURROUNDING AREAS) AS THE TRUSTEES MAY DECIDE.

Defined Area of Benefit:

STOCKTON ON TEES

Data Sources