Finance Score: 0

Governance Score: 3

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1
Multiple Deficits and declines: -5
Fundraising costs low: +3

Dynamic board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 6

MENEVIA DIOCESAN TRUST

The advancement and maintenance of the Roman Catholic religion in the Roman Catholic Diocese of Menevia.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition
This charity is based in an area of extremely high deprivation

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
Income has been volatile and on several occasions in recent years less than spending

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
31/03/23		£2,248	£2,953	£-705	£26	£9,101	£5,833	23.7	6	250
31/03/22		£2,818	£2,250	£568	£29	£10,148	£6,648	35.5	7	250
31/03/21		£2,098	£1,987	£110	£20	£9,621	£6,305	38.1	7	250
31/03/20		£2,467	£2,947	£-480	£35	£8,967	£5,941	24.2	8	252
31/03/19		£2,528	£2,603	£-75	£40	£9,775	£6,338	29.2	8	252
31/03/18		£2,950	£2,539	£411	£74	£9,710	£6,348	30	12	0
31/03/17	*	£2,475	£2,328	£147	£60	£9,385	£6,137	31.6	12	0
31/03/16	*	£2,239	£2,625	£-386	£67	£8,739	£6,080	27.8	12	0
31/03/15		£2,922	£2,500	£422	£101	£9,289	£6,632	31.8	12	0
31/03/14		£2,606	£2,333	£272	£129	£8,512	£6,175	31.8	12	0
31/03/13	*	£2,345	£2,632	£-287	£104	£8,216	£6,292	28.7	12	0
31/03/12	*	£2,506	£2,082	£424	£113	£8,289	£6,896	39.7	12	0
31/03/11	*	£2,274	£2,212	£62	£99	£7,832	£6,591	35.8	12	0
31/03/10		£2,713	£2,249	£464	£96	£7,724	£6,606	35.3	6	0
31/03/09		£2,615	£2,736	£-122	£75	£7,260	£6,172	27.1	12	0
31/03/08		£4,214	£3,257	£957	£22	£7,381	£5,439	20	3	0
05/04/07	*	£5,258	£4,810	£448	£8	£6,007	£4,123	10.3	3	0
05/04/06	*	£4,455	£4,306	£149	£0	£0	£0	n/a	0	0
05/04/05		£2,503	£2,543	£-40	£0	£0	£0	n/a	0	0
05/04/04	*	£2,228	£2,450	£-222	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.5%
Fundraising Costs/Total Spending: 1.5%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 4%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 64%
Reserves/Spending: 23.7 months
Net Current Assets/Spending: 17 months
Quick Ratio: 11

Asset Split ?

Established: 59 years

www.menevia.org

01792659281

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

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

Where it operates

Carmarthenshire, Ceredigion, City Of Swansea, Neath Port Talbot, Pembrokeshire, Powys,

This charity is based in an area of extremely high deprivation

Who it helps

The General Public/Mankind

Who works here?

6 employees
250 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

RIGHT REV MARK O'TOOLE (Chair) Appointed: 2022, Other trusteeships: ST MARY'S CONVENT, ARCHDIOCESE OF CARDIFF,

KAREN JONES Appointed: 2016, Other trusteeship: ST MARY'S CONVENT,

MARIA BATTLE Appointed: 2023, Other trusteeships: CALDEY ABBEY, ST MARY'S CONVENT,

PAUL RELF Appointed: 2018, Other trusteeships: ST MARY'S CONVENT, COR TABERNACL TREFORYS/TABERNACLE MORRISTON CHOIR, THE SWANSEA BAY FOUNDATION,

REV BENEDICT KOLEDOYE Appointed: 2022, Other trusteeship: ST MARY'S CONVENT,

REV MICHAEL SMITH Appointed: 2015, Other trusteeship: ST MARY'S CONVENT,

REV THOMAS PAUL WATSON Appointed: 2022, Other trusteeship: ST MARY'S CONVENT,

WILLIAM JONATHAN O'LEARY Appointed: 2023, Other trusteeship: ST MARY'S CONVENT,

Legal constitution

Charity registered in England & Wales on 18/11/1965, number: 234168

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; AR17: 121 days late, AR16: 2 days late, AR13: 1 days late, AR12: 1 days late, AR11: 2 days late, AR07: 29 days late, AR06: 53 days late, AR04: 67 days late,

Main office

Diocese of Menevia
27 Convent Street
SWANSEA
SA1 2BX

Objectives

THE ADVANCEMENT AND MAINTENANCE OF THE ROMAN CATHOLIC RELIGION IN THE ROMAN CATHOLIC DIOCESE OF MENEVIA.

Defined Area of Benefit:

ROMAN CATHOLIC DIOCESE OF MENEVIA.

Data Sources