Finance Score: -4

Governance Score: 3

Support Score: 6

Low unrestricted reserves: -2
Multiple Deficits and declines: -5
Fundraising costs low: +3

Dynamic board: +3

Grant maker support: +6

Overall GiG Score: 5

THE AUCKLAND PROJECT

Running the Castle: managing the Castle, gardens and parkland - opening to the public.Enhancing the Castle: interpreting existing rooms and paintings, creating new temporary exhibitions,turning the Castle, medieval walled garden and historic parkland into a major heritage attraction, together with Market Place art galleryCreating social impact: jobs, apprentices, volunteers, creative projects

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
Income has been volatile and on several occasions in recent years less than spending

Established: 12 years

www.aucklandproject.org

enquiries@aucklandproject.org

01388743750

Charity Commission for England and Wales

Tweets

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		£7,755	£11,799	£-4,044	£150	£83,306	£290	0.3	136	288
31/03/22	*	£6,587	£8,245	£-1,658	£121	£87,350	£86,815	126.4	68	272
31/03/21		£11,294	£7,997	£3,297	£143	£89,016	£88,321	132.5	88	318
31/03/20		£17,989	£10,296	£7,693	£745	£85,719	£85,283	99.4	116	347
31/03/19		£24,780	£9,383	£15,397	£0	£78,026	£74,037	94.7	122	320
31/03/18		£26,411	£8,503	£17,908	£259	£62,629	£57,714	81.5	104	0
31/03/17		£22,255	£7,182	£15,073	£506	£44,721	£43,080	72	76	0
31/03/16		£17,634	£4,909	£12,725	£446	£29,648	£29,370	71.8	53	0
31/03/15		£10,730	£4,108	£6,622	£534	£16,923	£16,637	48.6	30	0
31/03/14		£3,377	£2,636	£742	£240	£10,301	£10,296	46.9	20	0
31/03/13		£11,116	£1,556	£9,560	£97	£9,560	£6,000	46.3	7	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.9%
Fundraising Costs/Total Spending: 1.3%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 2%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0.3 months
Net Current Assets/Spending: 18 months
Quick Ratio: 8.5

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations
Other charitable activities
Provides buildings/facilities/open space

Where it operates

Durham,

Who it helps

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

Who works here?

136 employees
288 volunteers

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.

Major supporters in last 5 years

DCMS	£219,227
Garfield Weston Foundation	£200,000
County Durham Community Foundation	£34,445
National Lottery Community Fund	£9,635

Specific Donations

Amount	When Months	To be used for
County Durham Community Foundation - Board Game Cafe at Mrs M's
£1,500	02/11/2022	To provide a oard Game Cafe at Mrs M's.
National Lottery Community Fund - Refrigerated Storage for our Food Network
£9,635	16/09/2022	The funding will be used to purchase a refrigerated storage unit to improve the organisation’s food bank services. This will enable them to accept fresh food from local supermarkets restaurants and ....more The funding will be used to purchase a refrigerated storage unit to improve the organisation’s food bank services. This will enable them to accept fresh food from local supermarkets restaurants and other sources for distribution to local residents living in financial hardship. The project aims to reduce food poverty and waste through distributing fresh healthy food.
DCMS - 65-66, Forebondgate (Bar Mondo)
£3,264	01/04/2022	Heritage at Risk grant for survey and enabling works (strip-out) to RIBA stage 3 at 65-66, Forebondgate (Bar Mondo)
County Durham Community Foundation - Can Any Mother Help me?
£2,945	03/08/2021	To support the ‘Can Any Mother Help Me? project.
DCMS - Bishop Auckland HAZ: 65-66, Forebondgate (Bar Mondo)
£19,714	01/04/2021	Survey and enabling works (strip-out) to RIBA stage 3
DCMS - Castle Curtilage Project, Bishop Auckland, County Durham
£89,927	01/04/2021	Repairs of garden structures namely Wyatt Arch & Screen, Bishops Steps to walled garden and boundary walls
Garfield Weston Foundation - Major Grants award
£200,000	10/07/2020	Woodhouse Close Regeneration Project
DCMS - ALB-HISTORIC ENGLAND - Castle Curtilage Project, Bishop Auckland, County Durham DL14 7NR
£106,322	01/04/2020	Repairs of garden structures namely Wyatt Arch & Screen, Bishops Steps to walled garden and boundary walls
County Durham Community Foundation - CV19 Food Provision and Distribution
£30,000	30/03/2020	Food Provision and distribution in Bishop Auckland & Environs
County Durham Community Foundation - Mining Art Gallery
£20,000	21/06/2017	Towards the Mining Art Gallery.
National Lottery Heritage Fund - Grant to Auckland Castle Trust
£12,400,000	23/04/2013	Auckland Castle: Creating Faith in a Better Future

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-72

ANNA MARIE LYNCH Appointed: 2019, Occupation: Retired, Other trusteeship: HEALTH EXPRESS,

BRENDAN GODFREY EAMONN FINUCANE Appointed: 2022, Occupation: Lawyer, Other trusteeships: City & Guilds Art School Property Trust, THE WARBURG CHARITABLE TRUST, THE ZURBARAN TRUST, SIR JOHN SOANE'S MUSEUM TRUST, ST BARTHOLOMEW'S HERITAGE,

DANIEL RICHARD WOLFE Appointed: 2018, Occupation: Director Of Communications And Development

JONATHAN GARNIER RUFFER Appointed: 2019, Occupation: Investment Manager, Other trusteeships: THE ZURBARAN TRUST, 11Arches, LEMPRIERE PRINGLE 2015,

JANE ELIZABETH BONNAR DEAN Appointed: 2023, Occupation: Director Of Hospitality And Catering

MYLES COLUMBA MARMION Appointed: 2019, Occupation: Finance Director

REV NICHOLAS RODERICK HOLTAM Appointed: 2022, Occupation: Clerk In Holy Orders

ROBERT JOHN YORKE Appointed: 2022, Occupation: Managing Director

Legal constitution

Charitable company registered in England & Wales on 02/03/2012, number: 1146219
Registered at Companies House on 01/02/2012, number: 07931440

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

11 returns made; AR22: 28 days late,

Main office

58 Kingsway
BISHOP AUCKLAND
County Durham
DL14 7JF

Objectives

THE OBJECTS OF THE CHARITY ARE THE BENEFITS OR FURTHERANCE OF SUCH CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES IN SUCH MANNER AND (IF MORE THAN ONE) IN SUCH SHARES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE AND, IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, TO OR TOWARDS OR FOR ALL OR ANY OF THE FOLLOWING CHARITABLE PURPOSES: 1.1 TO PRESERVE PROTECT AND IMPROVE FOR THE BENEFIT OF THE PUBLIC GENERALLY AND THE INHABITANTS OF THE CHARITY'S AREA IN PARTICULAR THE CASTLE AND OTHER BUILDINGS OF NATIONAL ARCHITECTURAL HISTORIC OR ARTISTIC INTEREST WITHIN THE CHARITY'S AREA TO PROMOTE ACCESS THERETO AND ENJOYMENT THEREOF BY THE PUBLIC AND TO AUGMENT THE AMENITIES OF THE CASTLE AND SUCH OTHER BUILDINGS AND THEIR SURROUNDINGS; 1.2 TO PRESERVE, PROTECT, MAINTAIN AND IMPROVE FOR THE BENEFIT OF THE PUBLIC GENERALLY AND THE INHABITANTS OF THE CHARITY'S AREA IN PARTICULAR THE FURNITURE, PICTURES, HISTORICAL RECORDS, BOOKS, MANUSCRIPT, MONUMENTS, ARMOUR, PORCELAIN, SILVER AND GOLD OBJECTS, OBJETS D'ART AND OTHER CHATTELS ASSOCIATED WITH OR DISPLAYED OR KEPT IN THE CASTLE OR IN ANY BUILDING WITHIN THE CHARITY'S AREA AND TO PROMOTE ACCESS TO AND ENJOYMENT OF SUCH CHATTELS BY THE PUBLIC; 1.3 TO PROMOTE PUBLIC ACCESS TO THE COUNTRYSIDE WITHIN THE CHARITY'S AREA, THE PROVISION OF ROUTES AND WAYS THEREFORE, AND THE PRESERVATION OF FOOTPATHS, COMMONS AND WASTELANDS; 1.4 TO INCREASE KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF MATTERS OF HISTORIC, ARTISTIC, ARCHITECTURAL, CULTURAL OR AESTHETIC INTEREST INCLUDING THOSE CONCERNING THE LANDS AND OTHER PROPERTY COMPRISED IN THE CHARITY FOR THE BENEFIT OF THE PUBLIC; 1.5 TO CONSERVE ANIMAL, BIRD AND PLANT WILDLIFE WITHIN THE CHARITY'S AREA FOR THE BENEFIT OF THE PUBLIC; 1.6 TO IMPROVE AND ADVANCE EDUCATION FOR THE BENEFIT OF THE PUBLIC IN AGRICULTURE, HORTICULTURE, APICULTURE, FORESTRY AND ALLIED OCCUPATIONS WITHIN THE CHARITY'S AREA; 1.7 TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC PARTICULARLY WITHIN, BUT NOT LIMITED TO, THE CHARITY'S AREA BY: 1.7.1 THE PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES; AND 1.7.2 THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION; 1.8 TO ADVANCE THE EDUCATION OF THE PUBLIC IN SUBJECTS RELATING TO SUSTAINABLE DEVELOPMENT, THE USE OF RENEWABLE ENERGY SOURCES AND THE PROTECTION, ENHANCEMENT AND REHABILITATION OF THE ENVIRONMENT AND TO PROMOTE STUDY AND RESEARCH IN SUCH SUBJECTS PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE; 1.9 THE ADVANCEMENT OF ENVIRONMENTAL IMPROVEMENT THROUGH THE PROMOTION OF THE USE OF RENEWABLE ENERGY SOURCES; 1.10 THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION WITHIN THE CHARITY'S AREA BY ALL OR ANY OF THE FOLLOWING MEANS: 1.10.1 THE RELIEF OF FINANCIAL HARDSHIP; 1.10.2 THE PROVISION OF FINANCIAL ASSISTANCE IN ORDER TO PROVIDE OPPORTUNITIES FOR PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED; 1.10.3 THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES; 1.10.4 THE PROVISION OF FINANCIAL ASSISTANCE TO SUCH COMMUNITY GROUPS AND PROJECTS AS APPROPRIATE; AND/OR 1.10.5 THE PROVISION OF FINANCIAL OR TECHNICAL ASSISTANCE TO ORGANISATIONS AND INDIVIDUALS WISHING TO DEVELOP ENTREPRENEURIAL AND OTHER SKILLS AND/OR PROVIDE OPPORTUNITIES FOR OTHERS; AND 1.11 TO ADVANCE EDUCATION IN HISTORY AND/OR THE ARTS BY THE ESTABLISHMENT AND MAINTENANCE OF MUSEUMS AND/OR GALLERIES; PROVIDED ALWAYS THAT NOTHING IN THESE ARTICLES SHALL AUTHORISE OR PERMIT THE CHARITY'S FUNDS TO BE PAID OR APPLIED AT ANY TIME OR IN ANY CIRCUMSTANCES FOR ANY PURPOSE OR IN ANY MANNER WHICH IS NOT EXCLUSIVELY CHARITABLE.

Data Sources