Finance Score: -5

Governance Score: 1

Support Score: 1

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
12+ Trustees: -1
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: -3

MIDDLETON PLUS DEVELOPMENT TRUST

Middleton Plus exists because:Middleton Plus exists because we are passionate about making Middleton and the Upper Dale a great place to live, work and visitWe will achieve this by:working together in partnership to nurture a thriving and balanced economy and community

Analysis by Giving is Great

Positives:

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 gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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 has been volatile and on several occasions in recent years less than spending

Established: 25 years

http://www.visitmiddleton.co.uk/

MIDDLETONPLUS@GMAIL.COM

01833641001

Charity Commission for England and Wales

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
31/03/23		£7	£14	£-8	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£19	£17	£3	n/a	n/a	n/a	n/a	n/a	3
31/03/21		£29	£11	£18	n/a	n/a	n/a	n/a	n/a	4
31/03/20		£11	£18	£-7	n/a	n/a	n/a	n/a	n/a	7
31/03/19		£23	£21	£3	n/a	n/a	n/a	n/a	n/a	7
31/03/18		£9	£13	£-4	£0	£0	£0	n/a	0	0
31/03/17	*	£10	£10	£-1	£0	£0	£0	n/a	0	0
31/03/16	*	£10	£14	£-4	£0	£0	£0	n/a	0	0
31/03/15		£7	£11	£-4	£0	£0	£0	n/a	0	0
31/03/14	*	£13	£24	£-11	£0	£0	£0	n/a	0	0
31/03/13		£56	£38	£18	£0	£0	£0	n/a	0	0
31/03/12	*	£16	£6	£10	£0	£0	£0	n/a	0	0
31/03/11		£35	£37	£-2	£0	£0	£0	n/a	0	0
31/03/10		£29	£35	£-6	£0	£0	£0	n/a	0	0
31/03/09	*	£44	£54	£-10	£0	£0	£0	n/a	0	0
31/03/08		£30	£44	£-14	£0	£0	£0	n/a	0	0
31/03/07		£49	£46	£3	£0	£0	£0	n/a	0	0
31/03/06		£40	£313	£-273	£0	£0	£0	n/a	0	0
31/03/05	*	£93	£51	£42	£0	£0	£0	n/a	0	0
31/03/04		£72	£88	£-17	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources

Where it operates

Durham,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
County Durham Community Foundation - A Walk ThroughTime
£9,960	25/07/2018	To support the "A Walk Through Time" project.
National Lottery Community Fund - Middleton Volunteers United In Action
£29,500	20/03/2012 12	This is a project from the village of Middleton-in-Teesdale, County Durham. The group will use the funding to provide a range of family activities and courses for residents and visitors to the ....more This is a project from the village of Middleton-in-Teesdale, County Durham. The group will use the funding to provide a range of family activities and courses for residents and visitors to the village including photography, arts and crafts, exercise, dance and walks. This enterprise will help to regenerate the village through providing a range of new activities that are not currently available, and encourage visitors to the village to stay longer and use local amenities and businesses.
Woodward Charitable Trust - Towards an art & dance summer scheme in Teesdale
£1,000	24/06/2009	Towards an art and dance summer scheme in Teesdale for 11-16 years olds.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-82

ANDREW CLIVE MITCHELL Appointed: 2018, Occupation: Company Director

JOANNA TAIT OBE

JOHN BOOCOCK Appointed: 2022, Occupation: Retired

LYNNE OXBY Appointed: 2022, Occupation: Retired

DIANA MARY CURRIE Appointed: 2019, Occupation: Retired

IAN RODERICK TALLENTIRE (Chair) Appointed: 1998, Occupation: Garage Proprietor, Other trusteeships: THE CAMERON RELIEF IN SICKNESS FUND, Darlington and Teesdale Methodist Circuit,

JANET LEILA STARK Appointed: 2013, Occupation: None

LYNDA BARES Appointed: 2014, Occupation: Guest House Owner

PETER COLLINS Appointed: 2022, Occupation: Retired, Other trusteeship: Darlington and Teesdale Methodist Circuit,

RICHARD BELL Appointed: 2016, Occupation: Durham County Councillor, Other trusteeships: THE GIBSON COLLINSON PRIZE FUND, HUTCHINSON'S ENDOWED SCHOOL, NEWBIGGIN AND DISTRICT VILLAGE HALL ASSOCIATION, MIDDLETON-IN-TEESDALE EDUCATIONAL FOUNDATION,

ROBERT DANBY Appointed: 2019, Occupation: Retired, Other trusteeship: RALPH GOWLAND TRUST,

SUZANNE JULIE MCBAIN Appointed: 2016, Occupation: Retired

WALTER LORNE TALLENTIRE Appointed: 1998, Occupation: Historian & Genealogist

Legal constitution

Charitable company registered in England & Wales on 07/12/1998, number: 1072829
Registered at Companies House on 03/03/1998, number: 03520711

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Volunteer management

Filing Record

20 returns made; AR17: 29 days late, AR16: 1 days late, AR14: 46 days late, AR12: 50 days late, AR09: 20 days late, AR05: 58 days late,

Main office

10 MARKET PLACE
MIDDLETON-IN-TEESDALE
BARNARD CASTLE
DL12 0QG

Objectives

TO PURSUE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF MIDDLETON-IN-TEESDALE AND UPPER TEESDALE IN THE COUNTY OF DURHAM, AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) THE ENHANCEMENT AND PRESERVATION OF THE ENVIRONMENT, THE RELIEF OF POVERTY, THE ADVANCEMENT OF EDUCATION AND TRAINING, THE PROVISION OF LEISURE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE, AND THE PRESERVATION AND PROTECTION OF PHYSICAL AND MENTAL HEALTH AND THE PROMOTION OF URBAN AND RURAL REGENERATION THROUGH THE PERSEVATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE, THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC FACILITIES AND THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE AND THE PROMOTION OF PUBLIC SAFETY AND THE PREVENTION OF CRIME.

Defined Area of Benefit:

MIDDLETON-IN-TEESDALE AND UPPER TEESDALE IN THE COUNTY OF DURHAM

Data Sources