NEWCASTLE DIOCESAN SOCIETY

Registered charity 247234 · accounts filings on the Charity Commission register

The Charity acts as trustee and custodian trustee responsible for trust funds and properties held upon trust for the Diocese of Newcastle and Parochial Church Councils (PCCs) within the Diocese.

Objects

FOR CHARITABLE OBJECTS AND PURPOSES ONLY, PARTICULARLY TO HOLD AND MANAGE MONEYS FUNDS AND ESTATES BOTH REAL AND PERSONAL ON BEHALF OF CHARITABLE INSTITUTIONS ETC. IN CONNECTION WITH 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: Religious Activities · Other Charitable Purposes · Grant history (this charity is a funder) · 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 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.

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 policy and procedures
• 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
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2022 (received 09/01/2024, 70 days after the 31/10/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 00021135

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.

• HARTLEY, Helen-Ann, Right Revd — director, appointed 03/02/2023on trustee list
• WOOD, Rachel Astrid, Arch Deacon — director, appointed 03/09/2021on trustee list
• SOURBUT GROVES, Catherine, Venerable — director, appointed 14/11/2020on trustee list
• MCDONALD-BOOTH, Isabella, Canon — director, appointed 19/03/2019on trustee list
• APPLEBY, John Christopher, Dr — director, appointed 07/03/2013on trustee list
• HARPER, Simon Robert — director, appointed 01/01/2007on trustee list
• ELDER, Chris — secretary, appointed 01/10/2024

Official officers record.

Property (HM Land Registry)

130 registered titles in England and Wales held by the charity’s company or corporate body (126 freehold); recorded price paid £752k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/12/2024)

Reported reserves equal ~10.1 months of spending — above the median for charities its size (median 7.2 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.2%) (benchmarks).

Register events

• Received assets from another charity (11/07/2014) — 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 (30/04/2014) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Isabella McDonald-Booth
• JOHN CHRISTOPHER APPLEBY · trustee of 1 other charity
• Right Revd Helen-Ann Hartley · trustee of 1 other charity
• Simon Robert Harper · trustee of 2 other charities
• Venerable Catherine Sourbut-Groves
• 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

Known funders

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

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 NEWCASTLE DIOCESAN BOARD OF FINANCE.

• THE NEWCASTLE DIOCESAN BOARD OF FINANCE income £8.1m
• NEWCASTLE CATHEDRAL TRUST income £133k
• THE DIOCESE OF NORWICH CHURCHES TRUST income £55k
• NEWFIELD COMMUNITY CHURCH TRUST income £71k
• THE ST JOSEPH'S BENWELL CHURCH TRUST income £456k
• NEWCASTLE DIOCESAN EDUCATION BOARD income £79k

Side by side with its peers

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