THE BARBOUR FOUNDATION

Charity Number: 328081
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants to institutions

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £383,420
Total expenditure: £2,566,960

People

3 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Durham
  • Newcastle Upon Tyne City
  • North Tyneside
  • Northumberland
  • South Tyneside

Governance

Registration history:
  • 01 February 1989: Standard registration
Organisation type:
Trust
Other names:
  • THE BARBOUR TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DAME MARGARET BARBOUR DBE DL Chair
None on record
Nichola Bellaby Trustee 17 October 2014
None on record
HELEN MARY BARBOUR BA Trustee 12 March 1988
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £6.29m £609.08k £1.02m £6.52m £383.42k
Total expenditure £2.59m £2.94m £1.24m £2.07m £2.57m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £5.62m £0 £0 £6.25m N/A
Income - Other trading activities £0 £0 £0 £0 N/A
Income - Charitable activities £0 £0 £0 £0 N/A
Income - Endowments £0 £0 £0 £0 N/A
Income - Investment £661.86k £605.58k £1.02m £267.18k N/A
Income - Other £6.12k £3.50k £1.22k £6.06k N/A
Income - Legacies £0 £0 £0 £0 N/A
Expenditure - Charitable activities £2.46m £2.81m £1.12m £1.94m N/A
Expenditure - Raising funds £127.11k £131.63k £127.65k £131.87k N/A
Expenditure - Governance £18.36k £19.52k £16.85k £22.60k N/A
Expenditure - Grants institution £2.40m £2.75m £1.06m £1.90m N/A
Expenditure - Investment management £127.11k £131.63k £127.65k £131.87k N/A
Expenditure - Other £0 £0 £0 £0 N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 16 December 2024 On Time
Accounts and TAR 05 April 2024 16 December 2024 On Time Download Open in new window
Annual return 05 April 2023 26 January 2024 On Time
Accounts and TAR 05 April 2023 26 January 2024 On Time Download Open in new window
Annual return 05 April 2022 04 January 2023 On Time
Accounts and TAR 05 April 2022 04 January 2023 On Time Download Open in new window
Annual return 05 April 2021 26 January 2022 On Time
Accounts and TAR 05 April 2021 26 January 2022 On Time Download Open in new window
Annual return 05 April 2020 12 January 2021 On Time
Accounts and TAR 05 April 2020 12 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 31 AUGUST 1988 AS AMENDED BY SUPPLEMENTAL DEED DATED 9 FEBRUARY 2011

Charitable objects

TO SUPPORT BY GRANT OF SUBSCRIPTION OR DONATION ANY REGISTERED CHARITABLE INSTITUTION OR INSTITUTIONS WHOSE OBJECTS INCLUDE (A) THE RELIEF OF PATIENTS SUFFERING FROM ANY FORM OF ILLNESS OR DISEASE THE PROMOTION OF RESEARCH INTO THE CAUSES AND TREATMENT OF SUCH ILLNESS OR DISEASE AND THE PROVISION OF MEDICAL EQUIPMENT FOR SUCH PATIENTS, (B) THE FURTHERANCE OF THE GENERAL EDUCATION OF CHILDREN AND YOUNG PERSONS BY AWARD OF SCHOLAR-SHIPS EXHIBITIONS BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT APPROVED BY THE TRUSTEES TO PERSONS IN ENGLAND WHO ARE IN NEED OF FINANCIAL ASSISTANCE, (C) THE PROTECTION AND PRESERVATION FOR THE BENEFIT OF THE PUBLIC IN ENGLAND SUCH FEATURES OF CITIES TOWNS VILLAGES AND THE COUNTRYSIDE AS ARE OF SPECIAL ENVIRONMENTAL HISTORICAL OR ARCHITECTURAL INTEREST, (D) THE RELIEF OF PERSONS WHETHER OR NOT THEY ARE RESIDENT IN ENGLAND WHO ARE IN CONDITIONS OF NEED HARDSHIP OR DISTRESS AS A RESULT OF LOCAL NATIONAL OR INTERNATIONAL DISASTER OR BY REASON OF THEIR SOCIAL AND ECONOMIC CIRCUMSTANCES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
Barbour Foundation
Simonside
SOUTH SHIELDS
Tyne And Wear
NE34 9PD
Phone:
01914274221
Email:
barbour.foundation@barbour.com
Website:

No information available