Finance Score: -2

Governance Score: 0

Support Score: 6

Excess reserves: -5
Fundraising costs low: +3

Large volunteers +3
Gov Income
Grant maker support: +3

Overall GiG Score: 4

MIDDLESBROUGH DIOCESAN TRUST

The aims and objectives of the Trust are the advancement or maintenance of the Roman Catholic religion in the Roman Catholic Diocese of Middlesbrough.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received Government grants
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £54,110,944 available, equivalent to 116 months of spending and so may not be able to utilise additional funding

Established: 60 years

www.middlesbrough-diocese.org.uk

financialsecretary@rcdmidd.org.uk

01642850505

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£6,139	£5,620	£519	£51	£58,781	£54,111	115.5	25	2,000
31/12/21	*	£6,612	£5,021	£1,591	£8	£57,091	£52,850	126.3	23	2,000
31/12/20		£4,922	£4,549	£373	£7	£51,365	£47,781	126	23	2,000
31/12/19		£7,741	£6,247	£1,494	£27	£49,695	£46,120	88.6	18	2,000
31/12/18		£6,863	£6,242	£621	£35	£46,674	£43,451	83.5	18	2,000
31/12/17		£7,557	£6,293	£1,264	£35	£46,112	£42,989	82	21	0
31/12/16		£6,158	£6,395	£-237	£39	£44,003	£41,696	78.2	24	0
31/12/15	*	£6,464	£6,306	£158	£120	£42,400	£40,097	76.3	25	0
31/12/14		£5,563	£7,395	£-1,833	£153	£40,976	£38,911	63.1	23	0
31/12/13		£6,507	£6,155	£352	£130	£42,056	£39,939	77.9	22	0
31/12/12		£7,711	£5,853	£1,858	£110	£37,672	£35,452	72.7	22	0
31/12/11	*	£5,651	£6,031	£-380	£103	£34,380	£32,009	63.7	21	0
31/12/10		£6,714	£6,067	£647	£104	£36,207	£33,852	67	22	0
31/12/09		£7,087	£5,753	£1,334	£126	£34,972	£32,725	68.3	19	0
31/12/08		£5,791	£5,797	£-7	£135	£34,920	£32,854	68	19	0
31/12/07		£6,216	£5,586	£629	£154	£37,738	£35,990	77.3	16	0
31/12/06		£5,478	£5,231	£247	£0	£0	£0	n/a	0	0
31/12/05		£5,303	£5,267	£36	£0	£0	£0	n/a	0	0
31/12/04	*	£4,847	£4,911	£-64	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.3%
Fundraising Costs/Total Spending: 0.9%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 19%
Liabilities/Income: 231%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 115.5 months
Net Current Assets/Spending: 12 months
Quick Ratio: 1

Asset Split ?

What it does

Education/Training
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Religious Activities

Who works here?

25 employees
2,000 volunteers

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

City Of York, East Riding Of Yorkshire, Kingston Upon Hull City, Middlesbrough, North Yorkshire, Redcar And Cleveland, Stockton-on-tees,

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Diocese of Middlesbrough
£250,500	05/06/2013	St Charles Borromeo, Hull: Repair and Heritage Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

DIOCESE OF MIDDLESBROUGH TRUSTEE

Legal constitution

Charity registered in England & Wales on 21/04/1964, number: 233748

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR21: 45 days late, AR15: 0 days late, AR11: 0 days late, AR04: 9 days late,

Recent reorganisation events:

Asset transfer in from ST CUTHBERT'S SOCIETY, USHAW on 28/03/2024

Main office

DIOCESE OF MIDDLESBROUGH
50A THE AVENUE
MIDDLESBROUGH
TS5 6QT

Objectives

THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION IN THE ROMAN CATHOLIC DIOCESE OF MIDDLESBOROUGH

Defined Area of Benefit:

ROMAN CATHOLIC DIOCESE OF MIDDLESBROUGH

Data Sources