Finance Score: 5

Governance Score: 9

Support Score: 9

Good reserves management: +3
Pension deficit: -1
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 23

THE PERCY HEDLEY FOUNDATION

The Percy Hedley Foundation was established, for the public benefit, to promote the care, welfare, interest, opportunities (including opportunities to gain meaningful employment), education and advancement of disabled people.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

There is a pension deficit of £5,685,000

Established: 39 years

www.percyhedley.org.uk

foundation@percyhedley.org.uk

0191 238 1330

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
31/08/22		£34,041	£30,380	£3,661	£39	£21,882	£21,137	8.3	959	18
31/08/21		£31,992	£31,117	£875	£125	£14,009	£13,648	5.3	1,061	17
31/08/20		£31,974	£30,422	£1,552	£213	£10,542	£10,268	4.1	1,138	19
31/08/19		£30,005	£28,771	£1,234	£184	£8,405	£8,203	3.4	1,110	40
31/08/18		£28,911	£28,284	£627	£218	£11,033	£10,789	4.6	1,202	40
31/08/17		£26,973	£25,998	£975	£257	£10,323	£10,036	4.6	1,012	0
31/08/16		£25,759	£24,150	£1,609	£270	£9,168	£8,450	4.2	863	0
31/08/15		£23,121	£21,349	£1,772	£161	£13,097	£12,947	7.3	829	0
31/08/14		£21,732	£19,564	£2,168	£188	£12,959	£11,701	7.2	640	0
31/08/13		£18,718	£17,771	£947	£178	£11,108	£10,656	7.2	713	0
31/08/12?		£23,330	£24,318	£-988	£478	£8,100	£7,865	3.9	491	0
31/03/11		£15,744	£16,627	£-883	£353	£8,856	£8,459	6.1	494	0
31/03/10		£15,112	£15,209	£-97	£295	£9,127	£8,698	6.9	449	0
31/03/09		£14,543	£14,140	£402	£271	£9,697	£9,176	7.8	405	0
31/03/08		£12,961	£12,077	£883	£282	£10,330	£10,062	10	383	0
31/03/07		£11,520	£10,916	£604	£222	£11,635	£10,215	11.2	352	0
31/03/06		£12,988	£8,685	£4,303	£0	£0	£0	n/a	0	0
31/03/05	*	£7,532	£6,890	£642	£0	£0	£0	n/a	0	0
31/03/04		£6,847	£6,467	£380	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 19%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 8.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.8

Asset Split ?

Listed activities

Accommodation/Housing
Amateur Sport
Disability
Education/Training
Other Charitable Purposes

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Durham, Gateshead, Newcastle Upon Tyne City, North Tyneside, Northumberland, South Tyneside, Sunderland,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

959 employees
18 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

Wolfson Foundation	£50,000
Community Foundation Tyne & Wear & Nthmbrlnd	£25,000
Esmee Fairbairn	£20,000
Community Foundation serving Tyne & Wear and Northumberland	£2,000

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - TASK to The Percy Hedley Foundation
£20,000	05/02/2024	TASK fund donation towards support for the introduction of Early Years Provision for children with additional needs at the school
Community Foundation serving Tyne & Wear and Northumberland - A grant to The Percy Hedley Foundation
£1,500	24/03/2022	Supporting children and young people with communication difficulties living in North East England to explore issues around self-esteem and resilience
Community Foundation serving Tyne & Wear and Northumberland - A grant to The Percy Hedley Foundation
£250	16/09/2021	Supporting the charity's purposes
Wolfson Foundation - Grant to The Percy Hedley Foundation
£50,000	10/06/2021	Refurbishment of Hedleys College café to support pupils with special educational needs
Community Foundation serving Tyne & Wear and Northumberland - A grant to The Percy Hedley Foundation
£250	20/05/2021	Supporting the charities purposes
Community Foundation Tyne & Wear & Nthmbrlnd - Additional costs arising from the COVID-19 pandemic
£10,000	24/04/2020	Additional costs arising from the COVID-19 pandemic
Community Foundation Tyne & Wear & Nthmbrlnd - additional costs arising from the COVID-19 pandemic
£10,000	24/04/2020	additional costs arising from the COVID-19 pandemic
Community Foundation Tyne & Wear & Nthmbrlnd - Purchasing a specialist positioning bed for disabled children in a residential home in North Tyneside.
£5,000	06/03/2020	Purchasing a specialist positioning bed for disabled children in a residential home in North Tyneside.
National Lottery Heritage Fund - Grant to The Percy Hedley Foundation
£41,700	30/08/2018	Hedley's Heritage - disabled young people learning to archive and record their heritage
Sport England - Community Coaching for Disabled Young People
£7,352	10/01/2017 22	Funding under Sport England's Small Grants funding programme for a Revenue project titled Community Coaching for Disabled Young People. This project is a Multi Sports project, with a focus on ....more Funding under Sport England's Small Grants funding programme for a Revenue project titled Community Coaching for Disabled Young People. This project is a Multi Sports project, with a focus on beneficiaries with a disability.
County Durham Community Foundation - Hedleys Sports Hall
£14,600	14/12/2016	Toward new flooring in the sports hall and the court lines need to be re-drawn.
National Lottery Community Fund - The Employability Project
£441,132	24/03/2015 36	Not Available
National Lottery Community Fund - The Employability Project
£280,215	18/04/2012 36	This project aims to continue to provide employability opportunities for disabled people and to develop employer awareness of disability in the workplace. Through the Employability Project (EP), ....more This project aims to continue to provide employability opportunities for disabled people and to develop employer awareness of disability in the workplace. Through the Employability Project (EP), there will be greater support in the workplace, access to detailed and updated information and advice about benefits and entitlements._x000B__x000B_
National Lottery Community Fund - Percy Hedley Social History Project
£10,000	25/11/2010 12	This charity in Newcastle upon Tyne will use funding to produce an interactive exhibition and book with adult service users. This will tour local libraries and show people how attitudes towards ....more This charity in Newcastle upon Tyne will use funding to produce an interactive exhibition and book with adult service users. This will tour local libraries and show people how attitudes towards disability have changed over the years.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-71

CLARE JOANNE THOMPSON Appointed: 2022, Occupation: Solicitor

DAMON KENT Appointed: 2015, Occupation: Director Of Campus Northumbria University

DR NICOLA CLAIRE HUTCHINSON Appointed: 2022, Occupation: Chief Executive Officer

DR PETER LOUIS EMERSON Appointed: 2022, Occupation: Director

DR WILLIAM SNAITH Appointed: 2021, Occupation: Trustee

EWEN GORDON WEIR Appointed: 2021, Occupation: Trustee

JANET DONNELLY Appointed: 2022, Occupation: Human Resources Director

LAURA ELIZABETH PARKER Appointed: 2024, Occupation: Director Of Operations

PAUL FOREMAN Appointed: 2019, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 16/01/1985, number: 515943
Registered at Companies House on 12/10/1984, number: 01855026

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR05: 15 days late,

Recent reorganisation events:

Asset transfer in from NORTHERN COUNTIES SCHOOL on 19/01/2021

Main office

Percy Hedley Foundation
Forest Hall
NEWCASTLE UPON TYNE
NE12 8YY

Objectives

THE OBJECTS FOR WHICH THE FOUNDATION IS ESTABLISHED ARE (FOR THE PUBLIC BENEFIT) TO PROMOTE THE CARE, WELFARE, INTEREST, EDUCATION, TREATMENT AND ADVANCEMENT OF DISABLED PERSONS IN SUCH WAYS AS THE MEMBERS OF THE BOARD OF TRUSTEES FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources