ST MARY THE VIRGIN ESTATE MANAGEMENT CHARITY

Charity Number: 512217
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the Charity is to administer and manage the property in its care. The income of the Estate Charity is to be applied as follows: 1. Making small awards made under the governing scheme 2. For the benefit of Newcastle Royal Grammar School - 53% of the balance 3. As to the remainder for the related Almshouses Charity for the running of two residential homes

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £461,946
Total expenditure: £461,946

People

8 Trustee(s)

Employees with total benefits over £60,000

No information available

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

What the charity does:
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
Who the charity helps:
  • Children/young People
  • Elderly/old People
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Newcastle Upon Tyne City

Governance

Registration history:
  • 14 January 1982: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity owns and/or leases 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
James Watson Kyle Trustee 23 September 2022
None on record
Rachel Nancye Amey Trustee 31 October 2020
None on record
Alan Birkmyre Trustee 24 April 2018
HOSPITAL OF ST MARY THE VIRGIN (RYE HILL AND BENWELL)
Received: On time
Nigel Robert Paton Trustee 15 March 2016
THE ROYAL GRAMMAR SCHOOL EDUCATIONAL TRUST
Received: On time
Stephen John Lightley Trustee 25 September 2015
Newcastle Foodbank
Received: On time
Dr HAZEL JONES-LEE Trustee 26 September 2014
HOSPITAL OF ST MARY THE VIRGIN (RYE HILL AND BENWELL)
Received: On time
CLAIRE STEPHANIE PENN Trustee 30 September 2011
None on record
GILES CURSON HUNTER Trustee 14 August 1979
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £460.01k £440.56k £442.19k £457.16k £461.95k
Total expenditure £460.01k £440.56k £442.19k £457.16k £461.95k
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

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 31 March 2024 24 December 2024 On Time
Accounts and TAR 31 March 2024 16 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 29 January 2023 On Time
Accounts and TAR 31 March 2022 30 January 2023 On Time Download Open in new window
Annual return 31 March 2021 12 January 2022 On Time
Accounts and TAR 31 March 2021 12 January 2022 On Time Download Open in new window
Annual return 31 March 2020 24 January 2021 On Time
Accounts and TAR 31 March 2020 24 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.

SCHEME DATED 02/04/1979 AS AMENDED BY SCHEME DATED 20/09/2000 AS AMENDED BY RESOLUTION DATED 07/09/2001 AS AMENDED BY SCHEME DATED 20/02/2014

Charitable objects

THE ESTATE TRUSTEES SHALL PAY OUT OF THE YEARLY INCOME OF THE ESTATE CHARITY (A) £400 TO THE VICAR FOR THE TIME BEING OR PRIEST IN CHARGE OF THE ECCLESIASTICAL PARISH OF SAINT MATTHEW AND SAINT MARY THE VIRGIN, NEWCASTLE UPON TYNE FOR HIS OWN USE AND BENEFIT, AND (B) £1000 TO THE DIRECTORS OF THE NEWCASTLE UPON TYNE ROYAL GRAMMAR SCHOOL FOR APPLICATION IN ADVANCING THE FULL-TIME FURTHER EDUCATION OF PERSONS UNDER THE AGE OF 25. 53% OF RESIDUE TO THE GOVERNORS OF THE NEWCASTLE UPON TYNE ROYAL GRAMMAR SCHOOL AND 47% OF RESIDUE TO ALMSHOUSE TRUSTEES. FOR FULL DETAILS SEE SCHEME.

Area of benefit

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

NOT DEFINED

Contact information

Address:
MINCOFFS LLP
5 OSBORNE TERRACE
JESMOND
NEWCASTLE UPON TYNE
NE2 1SQ
Phone:
07818001884
Email:
TGRAY@MINCOFFS.CO.UK
Website:

No information available