Finance Score: -4

Governance Score: 0

Support Score: 6

Excess reserves: -5
Multiple Deficits: -2
Fundraising costs low: +3

Grant maker support: +6

Overall GiG Score: 2

PORTSMOUTH ROMAN CATHOLIC DIOCESAN TRUST (TRUST PROPERTY)

The advancement of the Roman Catholic religion in the Diocese of Portsmouth through its parishes, schools and other works.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
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 £75,351,372 available, equivalent to 61 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

Established: 58 years

www.portsmouthdiocese.org.uk

02392825430

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
31/08/22		£14,551	£14,833	£-282	£200	£80,845	£75,351	61	216	2,328
31/08/21		£14,213	£12,983	£1,231	£299	£76,412	£71,659	66.2	242	2,500
31/08/20		£14,209	£14,296	£-87	£460	£68,469	£64,613	54.2	240	150
31/08/19		£15,289	£15,537	£-249	£360	£69,617	£65,734	50.8	260	5,000
31/08/18		£14,100	£16,176	£-2,076	£420	£70,429	£66,544	49.4	265	5,000
31/08/17		£16,338	£16,661	£-324	£336	£69,184	£65,000	46.8	277	0
31/08/16		£14,526	£16,202	£-1,675	£815	£65,747	£61,742	45.7	273	0
31/08/15		£14,195	£15,452	£-1,258	£1,264	£67,043	£62,993	48.9	269	0
31/08/14		£14,836	£14,735	£100	£748	£67,227	£62,913	51.2	268	0
31/08/13		£14,897	£14,282	£616	£886	£66,541	£62,236	52.3	264	0
31/08/12		£16,141	£15,077	£1,064	£895	£64,362	£60,281	48	267	0
31/08/11		£14,755	£13,487	£1,268	£896	£62,872	£58,857	52.4	280	0
31/08/10		£15,957	£13,996	£1,961	£1,413	£60,054	£56,040	48	286	0
31/08/09		£13,753	£13,185	£567	£1,495	£58,829	£54,768	49.8	277	0
31/08/08		£13,537	£13,333	£204	£916	£57,481	£53,031	47.7	266	0
31/08/07	*	£12,841	£12,516	£326	£1,027	£57,275	£3,507	3.4	258	0
31/08/06?		£9,359	£7,839	£1,520	£0	£0	£0	n/a	0	0
31/12/05		£13,017	£11,737	£1,281	£0	£0	£0	n/a	0	0
31/12/04		£13,673	£11,411	£2,262	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 1.8%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 11%
Liabilities/Income: 70%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 61 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.6

Asset Split ?

Listed activities

Disability
Education/Training
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Guernsey, Jersey, Throughout England,

Who it helps

The General Public/Mankind

Who works here?

216 employees
2,328 volunteers

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.

Major supporters in last 5 years

Department for Education	£2,474,023
Home Office	£384,704
DCMS	£18,750
Dorset Community Foundation	£1,610

Specific Donations

Amount	When Months	To be used for
Dorset Community Foundation - Grant to Immaculate Conception and St Joseph's Church
£1,610	06/12/2022	A Thursday Warm Space offer to include refreshments, activities and 2 course lunch
Home Office - Resettlement Programme - Post Arrival Support
£384,704	19/04/2021	The UK Resettlement Scheme (UKRS) started in March 2021 and reaffirms the UKs ongoing commitment to refugee resettlement. Resettlement relies on collaborative working with local authorities to ....more The UK Resettlement Scheme (UKRS) started in March 2021 and reaffirms the UKs ongoing commitment to refugee resettlement. Resettlement relies on collaborative working with local authorities to deliver practical support to refugees on arrival and then support them in their integration into the community over a 5-year resettlement period. The specific outcomes for this work are outlined in the Funding Instruction and summarised below. The funding provided is intended to serve as a contribution to the costs associated with resettlement. Evaluation of the value for money of the funding has been carried out throughout the year through a mixture of data monitoring, qualitative research and an internal evaluation programme. The detail of the Funding Instruction has recently been reviewed by business leads to confirm it meets the needs of the programme for 2021/22 and represents value for money.
Department for Education - Priority School Building Programme 2
£80,868	01/04/2021	Capital funding to improve the condition of schools in the most urgent need of repair. Improvements are delivered either by DfE on behalf of Local Authorities, or by Local Authorities directly.
DCMS - Cathedral Church of St John The Evangelist
£18,750	08/11/2020	Maintenance plan, reports, etc. to tender for repair of the roof
Department for Education - Priority Schools Building Programme 2
£2,393,155	01/04/2020	Capital funding to improve the condition of schools in the most urgent need of repair. Improvements are delivered either by DfE on behalf of Local Authorities, or by Local Authorities directly.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

Portsmouth Roman Catholic Diocesan Trustees Registered

Legal constitution

Charity registered in England & Wales on 02/03/1966, number: 246871

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR07: 3 days late,

Recent reorganisation events:

Asset transfer in from KNIGHTS OF SAINT COLUMBA (PROVINCE 35) SEMINARY AMENITY FUND on 17/08/2021

Main office

Diocesan Office
St. Edmund House
Bishop Crispian Way
PORTSMOUTH
PO1 3QA

Objectives

TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE ROMAN CATHOLIC CHURCH IN THE ROMAN CATHOLIC DIOCESE OF PORTSMOUTH.

Defined Area of Benefit:

GREAT BRITAIN AND ABROAD

Data Sources