Finance Score: 0
Governance Score: -1
Support Score: 12
  • Liabilities <10%: +3
  • Excess reserves: -4
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Large volunteer base +3
  • Overall weighted support: +9
Overall GiG Score: 11 ?

BIRMINGHAM DIOCESAN TRUST

Provision of religious services, maintenance of church, school and related property. Maintenance and support of clergy. Education. Relief of sick and poor catholics and other associated works of charity.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The charity has received backing from multiple prominent grant makers recently
  • This charity has a robust balance sheet
  • Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

  • One or more trustees receive benefits from the charity
  • Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £105,235,000 available, equivalent to 50 months of spending and so may not be able to utilise additional funding
  • On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£23,709£25,051£-1,342£160£118,258£105,23550.43069,300
31/12/22£20,135£22,148£-2,013£172£117,553£105,275573117,700
31/12/21£18,295£22,867£-4,572£152£122,697£110,539583104,500
31/12/20£19,486£23,853£-4,367£149£119,835£107,63654.13284,400
31/12/19£22,167£26,126£-3,959£292£121,656£110,31050.737010,600
31/12/18£22,521£26,575£-4,054£356£117,343£106,51648.13550
31/12/17£22,646£25,553£-2,907£440£120,622£108,03450.71470
31/12/16£22,009£25,187£-3,178£436£117,788£104,06449.61340
31/12/15£21,921£21,502£419£684£116,283£101,92056.91570
31/12/14£20,282£20,892£-610£641£115,640£101,88058.51530
31/12/13£22,476£20,876£1,600£706£113,352£99,43157.21450
31/12/12£23,623£21,021£2,602£660£106,808£93,83953.61510
31/12/11£20,161£21,814£-1,653£629£101,890£91,59050.41450
31/12/10£22,124£21,376£748£728£104,984£93,28152.41580
31/12/09*£20,189£20,979£-790£648£101,445£89,77651.41440
31/12/08*£21,554£21,204£350£763£98,449£86,91749.21480
31/12/07*£22,978£19,467£3,511£714£102,922£89,78255.31410
31/12/06*£21,101£18,941£2,160n/an/an/an/an/an/a
31/12/05*£19,762£16,788£2,974n/an/an/an/an/an/a
31/12/04*£19,259£18,034£1,225n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 4.1%
Fundraising Costs/Total Spending: 2.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 5%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 50.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.6
Asset Split ?
Balance Sheet History
Established: 58 years
Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Religious Activities
GiG Classification
  • Christian congregations
How it operates
  • Provides services
Where it operates
  • Birmingham City, Coventry City, Dudley, Oxfordshire, Sandwell, Solihull, Staffordshire, Walsall, Warwickshire, Wolverhampton,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
Department for Education£4,439,496
National Lottery Heritage Fund£186,100
DCMS£50,949
Joseph Rank Trust£50,000
Specific Donations
Amount When
Months
To be used for
Birmingham City Council - Exercise and Dance at St Ambrose Barlow Over 55's Group
£2,000 21/08/2023
Weekly exercise session to be delivered by a professional instructor
National Lottery Community Fund - King's Coronation Parties
£760 17/03/2023
The funding will be used to deliver one-off coronation celebrations at a weekly community group. The project aims to reach elderly and isolated community members fostering community relationships and enhancing social connections.
National Lottery Community Fund - Catherine’s Kitchen
£9,818 18/11/2022
The funding will be used to install a new community kitchen at the church and use it to reach out to more people thus responding to the growing challenges around the cost of living.
DCMS - Roman Catholic Archdiocese of Birmingham POWSO
£22,662 01/04/2022
Regional Capacity Building Grant for 3 year POWSO post, years 4 to 6
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£1,156,080 01/04/2022
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools.
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£711,562 01/04/2022
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools.
National Lottery Community Fund - ST Anne's Catholic Church Parish- Fatima House
£10,000 11/02/2022
The funding will be used to continue supporting female asylum seekers who reside at the supported accommodation by purchasing mattresses and improving security at the house providing immigration advice and counselling support creating a therapeutic ....more
Joseph Rank Trust - St Elizabeth's Church, Coventry
£50,000 25/01/2022
To part fund the Church property scheme
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£1,091,754 01/04/2021
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools.
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£748,941 01/04/2021
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools.
DCMS - Roman Catholic Archdiocese of Birmingham POWSO (2nd Round)
£22,972 01/04/2021
This grant is to part-fund the second 3 year term of Places of Worship Support Officer post in the Roman Catholic Archdiocese of Birmingham to support churches with repairs, fundraising, etc.
The Pilgrim Trust - Grant to Archdiocese of Birmingham
£15,000 09/03/2021
6
Harvington Hall - Building Recording
Co-Operative Group - Grant to North Staffs LinkLine
£3,208 24/10/2020
Our project will reduce social isolation and loneliness among vulnerable people, ensuring they are safe and supported.
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£731,159 01/04/2020
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools.
DCMS - ALB-Historic England - Roman Catholic Archdiocese of Birmingham POWSO
£2,664 01/04/2020
3 year POWSO post. The wider aim of the scheme is: For this programme Historic England have three specific targets for support. Activities and projects must help to reduce or avoid risk to the historic environment through at least one of the ....more
DCMS - ALB-Historic England - Roman Catholic Archdiocese of Birmingham POWSO (2nd Round)
£2,651 01/04/2020
36
3 year POWSO post, years 4 to 6. The wider aim of the scheme is: For this programme Historic England have three specific targets for support. Activities and projects must help to reduce or avoid risk to the historic environment through at least one ....more
National Lottery Heritage Fund - Grant to The Church of the Immaculate Conception and St Egwins
£186,100 03/03/2020
Embracing communities with our Pugin and Pugin church
National Lottery Community Fund - Hednesford Hall Project
£10,000 17/01/2020
1
The funding will be used to refurbish the community hall. The project aims to make the facility more accessible and functional for the local community groups and residents that use them.
National Churches Trust - Foundation award to COVENTRY, St Osburg
£9,605 09/12/2019
MaintenanceBooker - Rainwater goods repairs
National Lottery Community Fund - Community Hall Improvement Project
£10,000 21/10/2019
12
Community Hall Improvement Project
National Churches Trust - Foundation award to COVENTRY, St Osburg
£3,250 03/09/2019
High Level Inspection
National Lottery Community Fund - Fatima House Support Project
£9,000 29/08/2019
12
The funding will be used to deliver a range of support services, gardening activities and secure the building which accommodates vulnerable female asylum seekers. The project aims to provide a secure space for improved mental health and wellbeing.
National Lottery Community Fund - Hibberts Hall Improvement Project
£10,000 31/05/2019
12
The funding will be used to carry out refurbishment works in the parish hall building. The project aims to enhance the facilities available to the local community and expand the use of the site.
Garfield Weston Foundation - Main Grants award
£5,000 18/12/2018
Organ Repair Project
Garfield Weston Foundation - Main Grants award
£25,000 24/10/2018
Balsall Heath Urban Village Hall
National Lottery Community Fund - Renovation of toilet facilities in Community Centre
£6,000 03/08/2018
12
This funding is for improvements and installation of a disabled toilet in the church community centre, aiming to make sure the groups who use the centre have disabled access and suitable facilities.
Garfield Weston Foundation - Main Grants award
£10,000 05/07/2018
Sacred Heart Crypt Project
National Churches Trust - Maintenance award to HEDNESFORD, Our Lady of Lourdes
£3,000 05/07/2018
Unblocking gutters, hoppers and downpipes. Refixing slipped slates
National Churches Trust - Community award to TUNSTALL, Sacred Heart
£10,000 05/07/2018
Redevelop crypt to create new community meeting area, kitchen and toilets
National Lottery Community Fund - Sacred Heart - Hospitality & Heating
£9,184 14/05/2018
12
This group will purchase energy efficient gas heaters to improve their hall. This will enable increased use of the facility by the community, where people can take part in different activities, socialise with other local people and develop positive ....more
National Lottery Community Fund - St John Fisher Community Centre Upgrade
£7,569 04/05/2018
12
An old gas boiler and essential electrical work will be funded. Carrying out this work will improve the venue for local people. The building is in poor condition and is in urgent need of improvement.
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£89,770 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£90,598 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£91,899 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£86,234 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£87,334 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£87,390 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£87,467 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£87,482 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£87,584 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£87,616 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£87,884 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£88,541 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£170,122 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£174,375 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
Department for Education - Priority School Building Programme - Private Finance Local Authority & Voluntary Aided School Revenue Grant
£350,970 01/04/2018
Revenue funding for private sector organisations as part of Public Private Partnership to maintain the condition of selected repaired schools
National Lottery Community Fund - Room Re-vive!!
£6,245 26/03/2018
12
This funding will help to redecorate and furnish the community space and install a new water heater in the kitchen, to ensure the facility is fit-for-purpose for use by a range of community groups.
National Lottery Community Fund - Kicking Kitchen
£9,469 21/03/2018
12
This project will expand and refurbish the kitchen in the community hall to make it fit-for-purpose for use by local community groups and the local night shelter.
National Churches Trust - Maintenance award to LEEK, St Mary
£3,000 07/03/2018
Replace netting on spire, re-point copings to south porch parapet, re-render boundary wall, repaint downpipe
National Lottery Community Fund - Upgrading Of Church Centre Kitchen
£9,800 07/02/2018
12
The kitchen in a community centre will be replaced, which is in a bad state of repair. This will help the organisation to cater for existing and additional groups and activities.
National Lottery Community Fund - A Feasible Community Centre For Coventry
£9,550 20/12/2017
12
This charity and the local community have identified a need for a community centre and together will carry out a feasibility study, involving continued consultation and engagement.
National Lottery Community Fund - Balsall Heath Urban village Hall
£389,314 07/12/2017
36
A church hall which is no longer fit for purpose will be refurbished, creating a facility to meet diverse needs of the local community. This new and improved venue will allow the community to participate in a range of events and activities, helping ....more
National Lottery Community Fund - Re-vamp - Re-order - Re-new
£9,848 23/08/2017
12
This funding will be used to refurbish two community rooms and update kitchen facilities with a new water boiler in their church. This will provide modern facilities for use by the local community which will help prevent social isolation.
National Lottery Community Fund - Finding a future for Benny's
£9,600 23/08/2017
12
This group will use the funding to undertake a feasibility study, ensuring the best use of their community resource and club by local people.
National Lottery Community Fund - St Joseph's - Community Rooms For All
£9,750 23/08/2017
12
This group will use the funding to carry out a feasibility and planning study, establishing the best way their building can best serve the local community.
National Lottery Community Fund - Community Comfort - Refurbish & Refresh
£9,853 23/08/2017
12
Vital repairs to a community swimming pool will be carried out with this funding, ensuring it is continued to be used by people to exercise and improve health and wellbeing.
National Lottery Community Fund - Fatima House - Supporting Sanctuary
£6,846 09/08/2017
12
This will use the funding to provide emergency accommodation and counselling for female asylum seekers.
National Lottery Community Fund - Improving St Mary's Parish Hall
£9,919 02/08/2017
12
The church’s kitchen resources will be improved with this funding. This will improve the way this organisation supports visitors and voluntary organisations.
National Lottery Community Fund - Faith & Hope Community Project
£9,000 19/07/2017
12
This group will use the funding to produce a feasibility study to establish how best to transform their building. This will improve their facilities, allowing the building to be used for a range of services by the wider community.
Garfield Weston Foundation - Main Grants award
£5,000 29/06/2017
Save the Angels at St Marie's
National Lottery Community Fund - Leamington Spa Parish Youth Project
£10,000 07/06/2017
12
This group will use the funding to improve youth provision in the local area and encourage healthier and more active lifestyles amongst young people. This will improve their mental and physical health and wellbeing as well as reduce isolation.
National Lottery Community Fund - Bringing St George's Hall into the Community
£9,900 24/05/2017
12
This group will use the funding to carry out a feasibility study, regarding the future use of their Parish Hall. This will help the organisation to establish how the venue can be used to meet the needs of the local community.
National Lottery Community Fund - Balsall Heath Urban Village Hall Furniture Project
£9,941 17/05/2017
12
This group will use the funding to purchase new furniture for their community hall as the existing furniture is no longer fit for purpose. This will provide an improved facility for use by local community groups.
National Lottery Community Fund - Saint Austin's Stafford Community Hall Feasibility Study
£9,650 22/03/2017
12
This group will use the funding to carry out a feasibility study on the community hall, which will help to improve this community space and identify gaps in local provision.
National Lottery Community Fund - Replacement kitchen
£10,000 08/03/2017
12
This group will replace their kitchen which is no longer fit for use and beyond economic repair. The improvements will allow the continued use of the facility for community events and activities.
National Lottery Community Fund - Finding the Right Direction for St Francis Parish Centre
£9,700 08/03/2017
12
This group will use the funding to carry out a feasibility study regarding the future of their community centre. The study will enable them to best judge how the building can serve the needs of the community.
National Lottery Community Fund - St Francis - Community Hub
£9,600 01/03/2017
12
This group will use the funding to carry out a feasibility study to explore the options for a new community asset at the St Francis Centre. This will increase community usage of community buildings.
National Lottery Community Fund - Our Lady - Community Hub
£9,860 25/01/2017
12
This group will use the funding to conduct a feasibility study to inform the development of a community centre. The study will aid understanding of local needs, ensuring the facility provides maximum benefit for the wider community.
National Lottery Community Fund - Heart of the Community
£9,996 11/01/2017
12
This project will use the funding to update flooring and lighting in an old community building. The improvements will ensure that the facility meets current health and safety standards, allowing communities to continue to benefit from its use.
National Lottery Community Fund - Our Lady of the Wayside - Community Matters
£9,750 04/01/2017
12
This is a project to renovate a kitchen facility that is located in a community use building. This will bring the facility in line with current health requirements and better support visitors and voluntary organisations.
National Lottery Community Fund - Roofing Revival
£10,000 07/12/2016
12
This project will carry out refurbishment works to the church roof in order to bring the building in line with health and safety requirements. This will improve the environment and versatility for this community use building.
National Churches Trust - Repair award to TUNSTALL, Sacred Heart
£10,000 01/12/2016
Roof repairs, rainwater goods, stonework repointing
National Churches Trust - Repair award to KITTS GREEN, Birmingham, Our Lady Help of Christians
£40,000 01/12/2016
Roof repairs, rainwater goods
National Churches Trust - Repair award to WOLVERHAMPTON, St Mary & St John
£20,000 01/12/2016
Stonework repairs, install disabled access ramp, reopen narthex
National Churches Trust - Repair award to BIRMINGHAM, St Patrick, Dudley Road
£20,000 01/12/2016
Nave and North aisle roof repairs, stonework, repointing, replace rainwater goods
National Lottery Community Fund - Re-building at the Redeemer
£10,000 08/06/2016
12
This is a project by a charity in Pershore, Worcestershire. The group will use the funding to install a new kitchen in their community hall which is currently not fit for purpose. This will create an improved facility for the community and increase ....more
National Lottery Community Fund - Improving access to SS john and Martin's hall
£10,000 18/02/2015
12
Not Available
National Lottery Heritage Fund - Grant to SS Mary & John's RC Church, Wolverhampton
£250,400 09/12/2014
Urgent high level masonry repairs and improved access at SS Mary & John, Wolverhampton
National Lottery Heritage Fund - Grant to St Thomas More RC Church, Sheldon
£248,000 17/06/2014
Repair & restoration of St Thomas More RC Church Sheldon
National Lottery Community Fund - St Teresa's Development Project
£10,000 12/01/2012
12
This is a project by a community organisation in Trent Vale, Stoke-on-Trent. The group will use the funding to replace the stained glass window frames in the communal area of the church building used for meetings and community groups for a range of ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)
Current Trustees appointed

  • BRCDTR Appointed: 2012
  • JACQUI FRANCIS Appointed: 2019
  • KARI ANN GORDON Appointed: 2024
  • MR C LOUGHRAN Appointed: 2015
  • PETER JOHN LEONARD SIMMONDS VELLA Appointed: 2020
  • PETER JOHN VINCE Appointed: 2020
  • RIGHT REVEREND DAVID ERNEST CHARLES EVANS Appointed: 2020
  • RIGHT REVEREND RICHARD ADRIAN WALKER Appointed: 2020
  • RIGHT REVEREND TIMOTHY MENEZES Appointed: 2024
  • SOPHIA PAIN Appointed: 2019
  • THE MOST REVEREND BERNARD LONGLEY (Chair) Appointed: 2013
  • TOMASZ PIOTROWSKI Appointed: 2022
  • VERY REV JONATHAN VEASEY STL Appointed: 2013
Legal constitution
  • Charity registered in England & Wales on 14/10/1966, number: 234216
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR09: 66 days late, AR08: 51 days late, AR07: 32 days late, AR06: 68 days late, AR05: 470 days late, AR04: 184 days late,
Recent reorganisation events:
  • Asset transfer in from CRUSADE OF THE HOLY SPIRIT on 19/05/2023
Main office

Treasurer's Dept
3rd Floor
Cathedral House
St Chad's Queensway
Birmingham

Objectives

THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION IN THE ROMAN CATHOLIC DIOCESE OF BIRMINGHAM.

Defined Area of Benefit:

THE ROMAN CATHOLIC DIOCESE OF BIRMINGHAM

Data Sources

Charity Commission for England and Wales
360 Giving

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