THE ST JOSEPH'S BENWELL CHURCH TRUST

Charity number: 1201951
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust runs St Joseph's Church, seeking to advance the Christian Religion through through teaching, pastoral care, evangelistic outreach, and compassion ministry in the west end of Newcastle and beyond.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,788,165

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £1.79m
Charitable activities £2.34k
Other trading activities £0
Investments £250
Other £0

Total expenditure:
£189,115

Text alternative for this canvas graphic is in the data table below.
Raising funds £0
Charitable activities £189.12k
Other £0

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £0
Charitable expenditure £189.12k
Retained for future use £1.60m

People

9 Employee(s)

7 Trustee(s)

48 Volunteer(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

One or more trustees receive payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Religious Activities
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Other Charitable Activities
Where the charity operates:
  • Newcastle Upon Tyne City

Governance

Registration history:
  • 15 February 2023: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • 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
  • Paying staff
  • Risk management
  • 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
  • Volunteer management
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Thomas Riddall Smyth Chair 15 February 2023
THE FRIENDS OF NAVAJEEVANA HEALTHCARE CENTRE
Received: On time
Dr Chris Tasker Trustee 27 November 2023
None on record
Joanna Rachel Finlay Trustee 15 February 2023
None on record
KENNETH JOHN MATTHEWS Trustee 15 February 2023
None on record
Julie Kathryn McGrane Trustee 15 February 2023
None on record
Rev Jonathan Justin Speaight Pryke Trustee 15 February 2023
None on record
Dr Anabel Redfearn Trustee 15 February 2023
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 31/03/2024
Total gross income £1.79m
Total expenditure £189.12k
Income from government contracts N/A
Income from government grants N/A
Income - Donations and legacies £1.79m
Income - Other trading activities £0
Income - Charitable activities £2.34k
Income - Endowments £0
Income - Investment £250
Income - Other £0
Income - Legacies £0
Expenditure - Charitable activities £189.12k
Expenditure - Raising funds £0
Expenditure - Governance £0
Expenditure - Grants institution £0
Expenditure - Investment management £0
Expenditure - Other £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/03/2024
Own use assets £1.61m
Long-term investments £0
Other assets £167.60k
Defined benefit pension scheme asset or liability £0
Total liabilities £181.41k

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 31 January 2025 On Time
Accounts and TAR 31 March 2024 31 January 2025 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.

CIO - FOUNDATION Registered 15 Feb 2023

Charitable objects

THE OBJECTS OF THE CIO ARE THE ADVANCEMENT OF THE CHRISTIAN RELIGION THROUGH THE PROVISION OF PROPERTY (INCLUDING ACCOMMODATION FOR CLERGY), FINANCE, MINISTRY AND OTHER HELP FOR THE WHOLE MISSION OF THE CHURCH, PASTORAL, EVANGELISTIC, SOCIAL AND ECUMENICAL IN ACCORDANCE WITH THE ANGLICAN DOCTRINE THAT IS "GROUNDED IN THE HOLY SCRIPTURES, AND IN SUCH TEACHINGS OF THE ANCIENT FATHERS AND COUNCILS OF THE CHURCH THAT ARE AGREEABLE TO THE SAID SCRIPTURES. IN PARTICULAR SUCH DOCTRINE IS TO BE FOUND IN THE 39 ARTICLES OF RELIGION, THE BOOK OF COMMON PRAYER AND THE ORDINAL" (C OF E CANON A5) AND EXPOUNDED IN THE (ANGLICAN) REFORM COVENANT; AND IN ACCORDANCE WITH THE 19TH CENTURY MISSION OF JESMOND PARISH CHURCH (THE FOUNDER OF ST JOSEPH?S BENWELL CHURCH) FOR "THE MAINTENANCE AND PROMULGATION OF SOUND, SCRIPTURAL AND EVANGELICAL TRUTH," FOR THE PUBLIC BENEFIT.

Contact information

Address:
ST. JOSEPHS CHURCH
SOUTH BENWELL ROAD
NEWCASTLE UPON TYNE
NE15 6JL
Phone:
01913371490
Email:
info@stjosephsbenwell.org.uk
Website:

https://www.stjosephsbenwell.org.uk/ Open in new window