NEWCASTLE DIOCESAN SOCIETY
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net surplus of £368,455 for the year, driven by a significant gain on investment assets. The directors confirm that unrestricted reserves of £259,410 are adequate to meet future obligations, exceeding the stated policy target of £250,000. The charity has no employees and relies on grants to the NDBF for administrative support.
What the accounts disclose
“The target level for unrestricted reserves set by the directors is £250k”
“During 2025 the Society paid out £30,305 (2024: £32,812) to the NDBF from its various funds, some of which are restricted and required to assist in the payment of stipends, and the remainder unrestricted and covering certain administration costs.” — page 22
Structured financials (annual return, FY ending 31/12/2024)
Register events
- Received assets from another charity (11/07/2014)
- Received assets from another charity (30/04/2014)
- Received assets from another charity (30/04/2014)
Trustees
- Isabella McDonald-Booth
- JOHN CHRISTOPHER APPLEBY
- Right Revd Helen-Ann Hartley
- Simon Robert Harper
- Venerable Catherine Sourbut-Groves
- Venerable Rachel Wood
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £473k | £221k |
| 31/12/2024 | £599k | £339k |
| 31/12/2023 | £448k | £120k |
| 31/12/2022 | £4.8m | £153k |
| 31/12/2021 | £227k | £263k |
Common questions
Is NEWCASTLE DIOCESAN SOCIETY financially healthy?
The accounts state that the charity generated a net surplus of £368,455 for the year, driven by a significant gain on investment assets. The directors confirm that unrestricted reserves of £259,410 are adequate to meet future obligations, exceeding the stated policy target of £250,000. The charity has no employees and relies on grants to the NDBF for administrative support. Its FY2025 accounts were audited by UNW LLP.
Who funds NEWCASTLE DIOCESAN SOCIETY?
Funders whose own accounts filings name NEWCASTLE DIOCESAN SOCIETY as a grant recipient include CBRE UK CHARITABLE TRUST.
Known funders
| Funder | Year | Amount |
|---|---|---|
| CBRE UK CHARITABLE TRUST | FY2025 | £750 |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CHARITY OF SIR RICHARD WHITTINGTON | 2 | £57k |
| SISTERS OF MERCY SUNDERLAND | 1 | £55k |
| SIR JOHN PRIESTMAN CHARITY TRUST | 1 | £36k |
| THE PILGRIM TRUST | 1 | £20k |
| CATHOLIC TRUST FOR ENGLAND AND WALES | 1 | £5k |
Charities like this
- THE NEWCASTLE DIOCESAN BOARD OF FINANCE
- DIOCESE OF HEXHAM AND NEWCASTLE
- THE DURHAM DIOCESAN BOARD OF FINANCE
- NOTTINGHAM ROMAN CATHOLIC DIOCESAN TRUSTEES
- CHURCH ESTATE (INCLUDING THE CHARITY OF SIR WILLIAM BLACKETT THE YOUNGER)
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, NEWICK