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.

Causes: Religious Activities · Other Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£473k

Latest spending

£221k

Registered

1966

Accounts read

FY2025

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

Largest income source: Investment income (90% of income)

“Income before revaluation adjustments totalled £473,074 (2024: £599,097). This comprised £46,969 donation income, and £426,105 investment income.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: £250k (held: £259k)

“The target level for unrestricted reserves set by the directors is £250k”

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The Society paid £30,305 to the NDBF, a related party, for stipends and administration costs.

“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

Per its FY2025 accounts as filed with the Charity Commission.

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

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)

Total income

£599k

Total spending

£339k

Reserves (reported)

£284k

Employees

Reported reserves equal ~10.1 months of spending — above the median for charities its size (median 7.0 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (2.9%) (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

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?

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. 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

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

Funder	Year	Amount	Purpose (as stated by the funder)
CBRE UK CHARITABLE TRUST	FY2025	£750

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.

Funder	Similar charities funded	Amount to them
CHARITY OF SIR RICHARD WHITTINGTON	2	£167k
SISTERS OF MERCY SUNDERLAND	1	£55k
SIR JOHN PRIESTMAN CHARITY TRUST	1	£44k
THE PILGRIM TRUST	1	£22k
CATHOLIC TRUST FOR ENGLAND AND WALES	1	£5k

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
DIOCESE OF HEXHAM AND NEWCASTLE income £12.9m
THE NEWCASTLE PREPARATORY SCHOOL TRUST LIMITED income £3.5m
CHRIST CHURCH NEWCASTLE income £528k
THE DURHAM DIOCESAN BOARD OF FINANCE income £12.5m
NOTTINGHAM ROMAN CATHOLIC DIOCESAN TRUSTEES income £13.5m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
NEWCASTLE DIOCESAN SOCIETY	£473k	—	0	above	—	no doubt
THE NEWCASTLE DIOCESAN BOARD OF FINANCE FY2025	£8.1m	—	—	above	—	no doubt
DIOCESE OF HEXHAM AND NEWCASTLE FY2025	£12.9m	—	4	unclear	—	no doubt
THE NEWCASTLE PREPARATORY SCHOOL TRUST LIMITED FY2025	£3.5m	—	—	unclear	—	no doubt
CHRIST CHURCH NEWCASTLE FY2025	£528k	Under £60,000	0	above	—	no doubt
THE DURHAM DIOCESAN BOARD OF FINANCE FY2025	£12.5m	£90,001 - £100,000	—	within	—	no doubt

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