Finance Score: -1

Governance Score: 6

Support Score: 8

Liabilities <10%: +3
Excess reserves: -5
Multiple Deficits: -2
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +5

Overall GiG Score: 13

DIOCESE OF HEXHAM AND NEWCASTLE

THIS IS THE INCORPORATED SUCCESSOR CHARITY TO THE FOLLOWING: CHARITY NUMBER 234071 - CHARITY FOR ROMAN CATHOLIC PURPOSES IN THE DIOCESE OF HEXHAM AND NEWCASTLE AND CHARITY NUMBER 235686 - HEXHAM AND NEWCASTLE DIOCESAN TRUST (1947).PROMOTION OF THE ROMAN CATHOLIC FAITH BY SUPPORTING CLERGY, PROVIDING PASTORAL WORK IN PARISHES AND IN COMMUNITIES, PROVIDING LIFE-LONG CHRISTIAN EDUCATION.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £85,837,423 available, equivalent to 83 months of spending and so may not be able to utilise additional funding
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£10,268	£12,438	£-2,170	£76	£97,897	£85,837	82.8	170	8,000
31/03/22	£9,835	£10,342	£-507	£40	£101,579	£89,021	103.3	155	8,000
31/03/21	£7,293	£9,515	£-2,221	£41	£98,226	£86,608	109.2	147	8,000
31/03/20	£11,569	£12,268	£-699	£113	£91,272	£81,512	79.7	172	8,000
31/03/19	£11,441	£11,484	£-43	£96	£95,619	£85,061	88.9	170	8,000
31/03/18	£11,992	£11,280	£712	£97	£93,424	£83,441	88.8	168	0
31/03/17	£11,645	£10,180	£1,465	£138	£91,093	£81,346	95.9	165	0
31/03/16	£12,224	£10,438	£1,787	£170	£84,343	£75,963	87.3	167	0
31/03/15	£22,192	£20,215	£1,978	£418	£87,771	£74,067	44	526	0
31/03/14	£21,917	£20,533	£1,384	£660	£83,032	£70,420	41.2	546	0
31/03/13	£21,170	£19,598	£1,572	£510	£79,554	£67,142	41.1	522	0
31/03/12	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 3.9%
Fundraising Costs/Total Spending: 2.5%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 5%
Liabilities/Income: 52%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 82.8 months
Net Current Assets/Spending: 19 months
Quick Ratio: 3.5

Asset Split ?

Balance Sheet History

Established: 13 years

www.diocesehn.org.uk

chiefoperatingofficer@diocesehn.org.uk

01912433300

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Christian congregations

How it operates

Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Darlington, Durham, Gateshead, Hartlepool, Newcastle Upon Tyne City, North Tyneside, Northumberland, South Tyneside, Stockton-on-tees, Sunderland,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

The Charity of Sir Richard Whittington	£75,000
Department for Education	£16,004
Garfield Weston Foundation	£10,000
Community Foundation serving Tyne & Wear and Northumberland	£6,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£10,000	03/09/2021	Justice and Peace Refugee Project
Community Foundation serving Tyne & Wear and Northumberland - A grant to Diocese of Hexham and Newcastle
£6,000	24/06/2021	The ‘Justice and Peace’ refugee project
The Charity of Sir Richard Whittington - Grant to Diocese of Hexham and Newcastle
£75,000	20/04/2021	A 3-year grant to cover the costs associated with employing a P/T Co-ordinator and other core costs.
Department for Education - Full Fibre Broadband
£16,004	01/04/2020	Capital funding to support the roll out of full fibre broadband to rural schools.
Garfield Weston Foundation - Main Grants award
£15,000	11/09/2019	Catholic Diocese of Hexham and Newcastle Justice and Peace Refugee Project
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£64,694	01/04/2019	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£64,694	01/04/2019	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£64,694	01/04/2019	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£64,694	01/04/2019	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
National Lottery Heritage Fund - Grant to Holy Name Parish, Jesmond
£4,800	28/02/2019	Holy Name Church: 90 years of history and heritage
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£63,116	01/04/2018	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£63,116	01/04/2018	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£63,116	01/04/2018	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£63,116	01/04/2018	Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
National Lottery Heritage Fund - Grant to St Aloysius RC Church, Hebburn
£122,000	18/09/2014	Restoration of St Aloysius Church Roof
National Lottery Heritage Fund - Grant to St Patricks Roman Catholic Church, Felling on Tyne, Gateshead
£71,300	05/09/2013	Restoration of stone steps to the main entrance of the church
Northern Rock Foundation - Grant awarded to Diocese of Hexham and Newcastle (Tyne & Wear)
£47,300	13/03/2012	To continue to employ two part-time workers at a project supporting asylum seekers in the West End of Newcastle.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-76

CATHERINE PATRICIA DYER Appointed: 2021, Occupation: Retired Solicitor

CANON MARTIN STEMPCZYK Appointed: 2023, Occupation: Roman Catholic Priest

EAMONN MICHAEL DONNELLY Appointed: 2023, Occupation: Spv Manager

FATHER MARK MILLWARD Appointed: 2023, Occupation: Roman Catholic Priest

JAMES O'KEEFE Appointed: 2023, Occupation: Roman Catholic Priest

LYN MURRAY Appointed: 2023, Occupation: Chief Operating Officer

MICHAEL SHORTEN Appointed: 2024, Occupation: Retired

PROFESSOR KATHLEEN MCCOURT Appointed: 2024, Occupation: Retired

REV PETER LEIGHTON Appointed: 2017, Occupation: Priest

RIGHT REV STEPHEN WRIGHT LLB, STL Appointed: 2023

SISTER HELEN BERNADETTE COSTIGANE Appointed: 2022, Occupation: Lecturer

Legal constitution

Charitable company registered in England & Wales on 18/08/2011, number: 1143450
Registered at Companies House on 08/08/2011, number: 07732977

Gift Aid

Registered with HMRC for Gift Aid

Event History

29/06/2019 - Asset transfer in from MADDEN FUND FOR THE POOR
05/07/2019 - Asset transfer in from STELLA WIDOWS FUND
05/07/2019 - Asset transfer in from CHARITY OF JOHN PATTISON
05/07/2019 - Asset transfer in from PATON FUND FOR THE POOR
05/07/2019 - Asset transfer in from MCCARTAN FUND FOR THE POOR
05/07/2019 - Asset transfer in from CHARITY OF OWEN LONGSTAFF FOR NEIGHBOURING ROMAN CATHOLIC POOR
05/07/2019 - Asset transfer in from DARLEY FUND FOR THE POOR
05/07/2019 - Asset transfer in from CHURCH OF OUR LADY AND ST CUTHBERT, PRUDHOE, ENDOWMENT FUND
05/07/2019 - Asset transfer in from STORER FUND FOR THE POOR
27/07/2019 - Asset transfer in from CHARITY OF THERESA HARRIET MARY DELACOUR
07/08/2019 - Asset transfer in from JOHN GILLOW FOR EDUCATION OF STUDENTS FOR THE PRIESTHOOD
10/09/2020 - Asset transfer in from HEXHAM AND NEWCASTLE DIOCESAN TRUST (1947)
28/03/2024 - Asset transfer in from ST CUTHBERT'S SOCIETY, USHAW

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

12 returns made; all on time

Main office

ST CUTHBERT'S HOUSE
WEST ROAD
NEWCASTLE UPON TYNE
NE15 7PY

Objectives

5.1. THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION IN THE DIOCESE OR ELSEWHERE BY SUCH MEANS AS THE BISHOP AND THE DIRECTORS THINK FIT, AND THE PROVISION OF CHARITABLE SUPPORT OR SERVICES (WHETHER IN THE DIOCESE OR ELSEWHERE) IN FURTHERANCE OF THAT OBJECT.5.2 THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN ACCORDANCE WITH THE PRINCIPLES AND DOCTRINES OF THE ROMAN CATHOLIC RELIGION PARTICULARLY BY THE PROVISION AND SUPPORT OF SCHOOLS AND OTHER EDUCATIONAL ESTABLISHMENTS (WHETHER IN THE DIOCESE OR ELSEWHERE) AND THE PROVISION OF FACILITIES FOR THE EDUCATION OF THE PUBLIC AS THE BISHOP AND THE DIRECTORS SHALL FROM TIME TO TIME THINK FIT.5.3 SUCH OTHER INCIDENTAL, ANCILLARY OR ASSOCIATED CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC AS THE BISHOP AND THE DIRECTORS FROM TIME TO TIME DECIDE.THIS IS THE INCORPORATED SUCCESSOR CHARITY TO THE FOLLOWING CHARITIES: CHARITY NUMBER 234071 - CHARITY FOR ROMAN CATHOLIC PURPOSES IN THE DIOCESE OF HEXHAM AND NEWCASTLE AND CHARITY NUMBER 235686 - HEXHAM AND NEWCASTLE DIOCESAN TRUST (1947)

Data Sources

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