CCEW Charity Commission profile

Community Foundation North East

Registered charity 700510 · organisation 700510

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
1 August 1988
Removed
Not supplied
Company number supplied
02273708
Financial period
1 April 2024 – 31 March 2025
Latest income
£10,723,633
Latest expenditure
£10,652,347
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Community Foundation North East, Philanthropy House, Woodbine Road, Gosforth, NEWCASTLE UPON TYNE, NE3 1DD

Website recorded by the regulator: www.communityfoundation.org.uk (displayed as text)

02 Activities

What the charity does

Community Foundation North East is a generalist grantmaker to charities and community organisations mainly but not exclusively in Tyne and Wear and Northumberland. Its vision is a North East where everyone can be part of thriving, generous and inclusive communities. It also supports development to increase local philanthropy as well as research and partnerships around issues affecting the region.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
12 January 2026
Date Accounts Received
12 January 2026
Total Gross Income
£10,723,633
Total Gross Expenditure
£10,652,347
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
16 December 2024
Date Accounts Received
16 December 2024
Total Gross Income
£10,133,375
Total Gross Expenditure
£9,989,983
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
21 December 2023
Date Accounts Received
21 December 2023
Total Gross Income
£7,906,571
Total Gross Expenditure
£9,304,115
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
16 January 2023
Date Accounts Received
16 January 2023
Total Gross Income
£9,406,444
Total Gross Expenditure
£10,002,770
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
17 November 2021
Date Accounts Received
17 November 2021
Total Gross Income
£9,449,199
Total Gross Expenditure
£8,496,497

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
12 January 2026
Total Gross Income
£10,723,633
Total Gross Expenditure
£10,652,347
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£4
Income From Government Grants
£1,815,447
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Salary Band 70001 80000
1
Count Salary Band 90001 100000
1
Count Volunteers
30
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
16 December 2024
Total Gross Income
£10,133,375
Total Gross Expenditure
£9,989,983
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£2
Income From Government Grants
£789,432
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Salary Band 90001 100000
1
Count Volunteers
20
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
21 December 2023
Total Gross Income
£7,906,571
Total Gross Expenditure
£9,304,115
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£2
Income From Government Grants
£649,365
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 80001 90000
1
Count Volunteers
30
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
16 January 2023
Total Gross Income
£9,406,444
Total Gross Expenditure
£10,002,770
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£965,288
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 90001 100000
1
Count Volunteers
30
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
17 November 2021
Total Gross Income
£9,449,199
Total Gross Expenditure
£8,496,497
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
Yes
Charity Agreement Commerical Participator
Yes
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£693,631
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 80001 90000
1
Count Volunteers
20

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
12 January 2026
Income Donations And Legacies
9393004
Income Other Trading Activities
31000
Income Charitable Activities
62554
Income Investments
2325794
Income Other
0
Income Total Income And Endowments
11812352
Income Legacies
2780848
Income Endowments
4441947
Expenditure Raising Funds
£662,860
Expenditure Charitable Expenditure
£9,989,487
Expenditure Other
0
Expenditure Total
10652347
Expenditure Investment Management
319403
Expenditure Grants Institution
8765008
Expenditure Governance
96718
Expenditure Support Costs
461068
Expenditure Depreciation
25771
Gain Loss Investment
-760743
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£877,910
Assets Total Fixed
97807426
Assets Own Use
665341
Assets Long Term Investment
97142085
Defined Benefit Pension Scheme
0
Assets Other Assets
£8,256,434
Assets Total Liabilities
£2,467,432
Assets Current Investment
0
Assets Total Assets And Liabilities
£103,596,428
Creditors One Year Total Current
2467432
Creditors Falling Due After One Year
0
Assets Cash
£6,477,482
Funds Endowment
97186553
Funds Unrestricted
2614063
Funds Restricted
3795812
Funds Total
103596428
Count Employees
24
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
16 December 2024
Income Donations And Legacies
7031844
Income Other Trading Activities
11093
Income Charitable Activities
45991
Income Investments
2312962
Income Other
0
Income Total Income And Endowments
9401890
Income Legacies
1424178
Income Endowments
2082191
Expenditure Raising Funds
£588,340
Expenditure Charitable Expenditure
£9,401,643
Expenditure Other
0
Expenditure Total
9989983
Expenditure Investment Management
266515
Expenditure Grants Institution
8274364
Expenditure Governance
93457
Expenditure Support Costs
529876
Expenditure Depreciation
27272
Gain Loss Investment
7607455
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£875,844
Assets Total Fixed
96411254
Assets Own Use
635036
Assets Long Term Investment
95776218
Defined Benefit Pension Scheme
0
Assets Other Assets
£8,883,427
Assets Total Liabilities
£2,097,515
Assets Current Investment
0
Assets Total Assets And Liabilities
£103,197,166
Creditors One Year Total Current
2097515
Creditors Falling Due After One Year
0
Assets Cash
£8,164,903
Funds Endowment
95843463
Funds Unrestricted
2535290
Funds Restricted
4818413
Funds Total
103197166
Count Employees
24
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
21 December 2023
Income Donations And Legacies
3661792
Income Other Trading Activities
4500
Income Charitable Activities
42450
Income Investments
2163131
Income Other
0
Income Total Income And Endowments
5871873
Income Legacies
10198
Income Endowments
874489
Expenditure Raising Funds
£501,006
Expenditure Charitable Expenditure
£8,803,109
Expenditure Other
0
Expenditure Total
9304115
Expenditure Investment Management
240740
Expenditure Grants Institution
7627285
Expenditure Governance
92504
Expenditure Support Costs
486335
Expenditure Depreciation
33169
Gain Loss Investment
-4482880
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£741,635
Assets Total Fixed
90527523
Assets Own Use
657885
Assets Long Term Investment
89869638
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,801,270
Assets Total Liabilities
£2,150,989
Assets Current Investment
0
Assets Total Assets And Liabilities
£96,177,804
Creditors One Year Total Current
1482439
Creditors Falling Due After One Year
668550
Assets Cash
£7,691,172
Funds Endowment
89229008
Funds Unrestricted
2065105
Funds Restricted
4883691
Funds Total
96177804
Count Employees
23
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
16 January 2023
Income Donations And Legacies
4490226
Income Other Trading Activities
0
Income Charitable Activities
39325
Income Investments
1841153
Income Other
0
Income Total Income And Endowments
6370704
Income Legacies
1366
Income Endowments
1317427
Expenditure Raising Funds
£488,377
Expenditure Charitable Expenditure
£9,514,393
Expenditure Other
0
Expenditure Total
10002770
Expenditure Investment Management
266392
Expenditure Grants Institution
8535156
Expenditure Governance
67468
Expenditure Support Costs
482614
Expenditure Depreciation
33402
Gain Loss Investment
5671762
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£789,762
Assets Total Fixed
97203427
Assets Own Use
685882
Assets Long Term Investment
96517545
Defined Benefit Pension Scheme
0
Assets Other Assets
£9,441,271
Assets Total Liabilities
£2,551,772
Assets Current Investment
14000
Assets Total Assets And Liabilities
£104,092,926
Creditors One Year Total Current
1814962
Creditors Falling Due After One Year
736810
Assets Cash
£9,305,078
Funds Endowment
95937326
Funds Unrestricted
2636818
Funds Restricted
5518782
Funds Total
104092926
Count Employees
24
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
17 November 2021
Income Donations And Legacies
8479425
Income Other Trading Activities
2000
Income Charitable Activities
54458
Income Investments
1926609
Income Other
0
Income Total Income And Endowments
10462492
Income Legacies
2870617
Income Endowments
3776143
Expenditure Raising Funds
£455,005
Expenditure Charitable Expenditure
£8,041,492
Expenditure Other
0
Expenditure Total
8496497
Expenditure Investment Management
236905
Expenditure Grants Institution
7144993
Expenditure Governance
77778
Expenditure Support Costs
426047
Expenditure Depreciation
32555
Gain Loss Investment
16541116
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£734,203
Assets Total Fixed
91909412
Assets Own Use
699816
Assets Long Term Investment
91209596
Defined Benefit Pension Scheme
0
Assets Other Assets
£12,000,880
Assets Total Liabilities
£1,857,062
Assets Current Investment
0
Assets Total Assets And Liabilities
£102,053,230
Creditors One Year Total Current
987712
Creditors Falling Due After One Year
869350
Assets Cash
£9,054,018
Funds Endowment
93406695
Funds Unrestricted
3164212
Funds Restricted
5482323
Funds Total
102053230
Count Employees
24
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Gateshead
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Tyne And Wear
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
North Tyneside
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Tyne And Wear
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Sunderland
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Tyne And Wear
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Newcastle Upon Tyne City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Tyne And Wear
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
South Tyneside
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Tyne And Wear
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Northumberland
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
204
Classification Type
Who
Classification Description
People Of A Particular Ethnic Or Racial Origin
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
201
Classification Type
Who
Classification Description
Children/young People

08 Official extract

Charity Event History

Charity Name
Community Foundation North East
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2019-03-14T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
509714
Assoc Registered Charity Number
509714
Assoc Charity Name
THE ROYAL JUBILEE EDUCATIONAL CHARITY FOR GIRLS
Charity Name
Community Foundation North East
Charity Event Order
5
Event Type
Asset transfer in
Date Of Event
2019-11-11T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
230711
Assoc Registered Charity Number
230711
Assoc Charity Name
BERWICK UPON TWEED NURSING AMENITIES FUND
Charity Name
Community Foundation North East
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1988-08-01T00:00:00
Charity Name
Community Foundation North East
Charity Event Order
11
Event Type
Asset transfer in
Date Of Event
2021-01-19T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
227165
Assoc Registered Charity Number
227165
Assoc Charity Name
NEWCASTLE DISPENSARY RELIEF IN SICKNESS CHARITY
Charity Name
Community Foundation North East
Charity Event Order
8
Event Type
Asset transfer in
Date Of Event
2021-01-19T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
14155
Assoc Registered Charity Number
227165
Assoc Charity Name
MRS DOROTHY SMITH BEQUEST
Charity Name
Community Foundation North East
Charity Event Order
10
Event Type
Asset transfer in
Date Of Event
2021-01-19T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
14153
Assoc Registered Charity Number
227165
Assoc Charity Name
THE ARMSTRONG ATKINSON FUND
Charity Name
Community Foundation North East
Charity Event Order
6
Event Type
Asset transfer in
Date Of Event
2020-09-15T00:00:00
Reason
Does not operate
Assoc Organisation Number
4018862
Assoc Registered Charity Number
1113193
Assoc Charity Name
LIFESPAN COMPLEMENTARY
Charity Name
Community Foundation North East
Charity Event Order
15
Event Type
Asset transfer in
Date Of Event
2024-09-24T00:00:00
Reason
Removed by application
Assoc Organisation Number
5083536
Assoc Registered Charity Number
1169341
Assoc Charity Name
THE EXCHANGE NORTH TYNESIDE LIMITED
Charity Name
Community Foundation North East
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2014-02-11T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
509949
Assoc Registered Charity Number
509949
Assoc Charity Name
RUTHERFORD SCHOOL ROBERT WOOD TRUST
Charity Name
Community Foundation North East
Charity Event Order
13
Event Type
Asset transfer in
Date Of Event
2022-12-15T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
5033468
Assoc Registered Charity Number
1152368
Assoc Charity Name
THE JOYCE TRUST
Charity Name
Community Foundation North East
Charity Event Order
12
Event Type
Asset transfer in
Date Of Event
2022-04-07T00:00:00
Reason
Does not operate
Assoc Organisation Number
5032018
Assoc Registered Charity Number
1150142
Assoc Charity Name
ROOM FOR YOU
Charity Name
Community Foundation North East
Charity Event Order
14
Event Type
Asset transfer in
Date Of Event
2023-01-18T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
295313
Assoc Registered Charity Number
295313
Assoc Charity Name
THE BILL AND MAY HODGSON CHARITABLE TRUST
Charity Name
Community Foundation North East
Charity Event Order
7
Event Type
Asset transfer in
Date Of Event
2020-10-15T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
225429
Assoc Registered Charity Number
225429
Assoc Charity Name
NORTHUMBERLAND VILLAGE HOMES TRUST
Charity Name
Community Foundation North East
Charity Event Order
9
Event Type
Asset transfer in
Date Of Event
2021-01-19T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
14154
Assoc Registered Charity Number
227165
Assoc Charity Name
ERNEST EDWIN CHARLTON
Charity Name
Community Foundation North East
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2011-07-04T00:00:00
Assoc Organisation Number
284999
Assoc Registered Charity Number
284999
Assoc Charity Name
THE ENID BLYTON TRUST FOR CHILDREN

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 04 JUL 1988AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09 SEP 1988AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01 OCT 1999AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 SEP 2000AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 21 NOV 2018 as amended on 13 Oct 2021 as amended on 16 Sept 2025
Charitable Objects
THE CHARITY’S OBJECTS ARE FOR THE BENEFIT OF THE PUBLIC GENERALLY, IN PARTICULAR, BUT NOT EXCLUSIVELY, IN THE AREA OF TYNE AND WEAR AND NORTHUMBERLAND:(A) TO PROMOTE AND SUPPORT THE PREVENTION OR RELIEF OF POVERTY OR DISADVANTAGE;(B) TO PRESERVE AND PROTECT HEALTH;(C) TO ADVANCE THE EDUCATION OF THE PUBLIC;(D) FOR THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES OR FOR SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES IN EACH CASE AS THE DIRECTORS MAY FROM TIME TO TIME DECIDE.
Area Of Benefit
TYNE AND WEAR AND NORTHUMBERLAND

10 Official extract

Charity Other Names

Charity Name Id
17243
Charity Name Type
Previous name
Charity Name
COMMUNITY FOUNDATION
Charity Name Id
17245
Charity Name Type
Previous name
Charity Name
COMMUNITY FOUNDATION SERVING TYNE & WEAR AND NORTHUMBERLAND
Charity Name Id
17247
Charity Name Type
Previous name
Charity Name
TYNE & WEAR FOUNDATION

11 Official extract

Charity Policy

Policy Name
Complaints handling
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Conflicting interests
Policy Name
Volunteer management
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Investment
Policy Name
Paying staff
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Risk management
Policy Name
Safeguarding policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Internal risk management policy and procedures