THE NEWCASTLE DIOCESAN BOARD OF FINANCE

Registered charity 247233 · accounts filings on the Charity Commission register

The objects of the charity are to hold real and personal property for purposes connected with the Church of England and to transact business in connection with the Church of England and the Diocese. The charity is responsible for the collection, custody, disbursement and account of the Diocesan Synod's funds and the employment of all persons in receipt of salaries paid directly from those funds.

Objects

TO PROMOTE AND ASSIST THE WORK AND PURPOSES OF THE CHURCH OF ENGLAND IN THE DIOCESE OF NEWCASTLE.

Area of benefit: DIOCESE OF NEWCASTLE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Religious Activities · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: North Tyneside, North East, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that free unrestricted reserves stood at £2,457,302, which the Trustees consider to be in line with their policy of maintaining approximately £2 million in readily realisable assets for three months of expenditure. However, the charity reported an overall unrestricted deficit of £42k for the year, with net assets decreasing by £541k, and the 2026 budget projects a further deficit of £501k.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by UNW LLP. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 00650977

Leadership, per the charity’s website

• Dr Helen-Ann Hartley — Bishop of Newcastle (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• St. Hilda's Trust — “St. Hilda's Trust - makes grants to organisations for charitable purposes within the geographical boundaries of the Diocese of Newcastle nam…” (source page)
• Transforming Communities Together: Tyne to Tweed — “Transforming Communities Together: Tyne to Tweed - a network of faith-based charities dedicated to working locally with churches, individual…” (source page)
• Partners in Community Action — “Partners in Community Action - a small funding pot administered by Transforming Communities Together Tyne to Tweed to support churches wo…” (source page)

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• JEE, Joshua — director, appointed 01/01/2025on trustee list
• MAXIM, Claire, Revd Dr — director, appointed 01/01/2025on trustee list
• LLEWELLYN, Dominic Robin Crofts — director, appointed 01/01/2025on trustee list
• LAWRANCE, Robert — director, appointed 01/01/2025on trustee list
• DOOLAN, Benjamin, Revd — director, appointed 01/01/2025on trustee list
• GLOVER, David Charles, The Rev'D — director, appointed 01/01/2025on trustee list
• GRIFFITHS, Carol — director, appointed 01/01/2025on trustee list
• BATSON, Lee Paul, Very Rev'D — director, appointed 14/10/2023on trustee list
• HARTLEY, Helen-Ann, Right Revd — director, appointed 03/02/2023on trustee list
• TAYLOR-KENYON, Louise Margaret, Revd — director, appointed 18/10/2022on trustee list
• WOOD, Rachel Astrid, Arch Deacon — director, appointed 03/09/2021on trustee list
• SOURBUT GROVES, Catherine, Venerable — director, appointed 14/11/2020not on trustee list
• WROE, Mark, The Right Reverend — director, appointed 24/03/2019on trustee list
• APPLEBY, John Christopher, Dr — director, appointed 16/11/2012on trustee list
• HARPER, Simon Robert — director, appointed 17/07/2006on trustee list
• ELDER, Chris — secretary, appointed 01/10/2024

Official officers record.

Property (HM Land Registry)

85 registered titles in England and Wales held by the charity’s company or corporate body (83 freehold); recorded price paid £2.3m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~3.5 months of spending — below the median for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (79% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.9% of total income — below the median for charities its size (5.3%) (benchmarks).

Register events

• Received assets from another charity (30/04/2014) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (30/04/2014) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (23/10/2013) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Simon Robert Harperchair · trustee of 2 other charities
• Carol Griffiths
• Dominic Llewellyn
• JOHN CHRISTOPHER APPLEBY · trustee of 1 other charity
• Joshua Jee
• Rev Benjamin Doolan · trustee of 2 other charities
• Rev Claire Maxim · trustee of 1 other charity
• Rev David Glover · trustee of 1 other charity
• Rev Lee Batson · trustee of 3 other charities
• Rev Louise Taylor-Kenyon
• Rev Robert Lawrance
• Right Revd Helen-Ann Hartley · trustee of 1 other charity
• Right Reverend Mark Wroe
• Venerable Catherine Sourbut Groves · trustee of 2 other charities
• Venerable Rachel Wood · trustee of 4 other charities

Trustee list from the Charity Commission register (current, not historical).

Operates in: Newcastle Upon Tyne City · North Tyneside · Northumberland

Income and spending

Common questions

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

• JOHN CHRISTOPHER APPLEBY — trustee here and at NEWCASTLE DIOCESAN SOCIETY
• Right Revd Helen-Ann Hartley — trustee here and at NEWCASTLE DIOCESAN SOCIETY
• Simon Robert Harper — trustee here and at NEWCASTLE DIOCESAN SOCIETY
• Venerable Rachel Wood — trustee here and at NEWCASTLE DIOCESAN SOCIETY

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE DURHAM DIOCESAN BOARD OF FINANCE.

• THE DURHAM DIOCESAN BOARD OF FINANCE income £12.5m
• NEWCASTLE CATHEDRAL TRUST income £133k
• NEWCASTLE DIOCESAN SOCIETY income £473k
• NEWCASTLE CHRISTIAN FELLOWSHIP income £49k
• THE CHESTER DIOCESAN BOARD OF FINANCE income £14.5m
• NEWFIELD COMMUNITY CHURCH TRUST income £71k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.