Finance Score: -1

Governance Score: 3

Support Score: 1

Liabilities <10%: +3
Excess reserves: -5
Multiple Deficits: -2
Fundraising costs low: +3

Dynamic board: +3

Overall weighted support: +1

Overall GiG Score: 3

WREXHAM DIOCESAN TRUST

The advancement of the Roman Catholic Church in the Diocese of Wrexham and elsewhere. The promotion of Catholic teaching. The provision and maintenance of churches, presbyteries and schools. The provision and care of priests.The support of pastoral and apostolic works in parishes and local communities.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £13,802,726 available, equivalent to 64 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
05/04/23		£2,244	£2,588	£-344	£63	£15,904	£13,803	64	18	150
05/04/22		£2,045	£2,406	£-361	£51	£16,608	£14,412	71.9	21	150
05/04/21		£1,681	£1,986	£-304	£8	£16,583	£14,463	87.4	21	150
05/04/20		£3,109	£2,655	£455	£66	£15,683	£13,794	62.3	20	150
05/04/19		£2,420	£2,635	£-215	£88	£16,125	£14,075	64.1	20	150
05/04/18	*	£2,506	£2,635	£-129	£73	£16,168	£14,179	64.6	22	0
05/04/17	*	£2,530	£2,389	£141	£84	£16,242	£14,309	71.9	23	0
05/04/16	*	£3,896	£3,130	£767	£141	£12,950	£11,173	42.8	28	0
05/04/15	*	£2,570	£2,648	£-77	£73	£12,613	£10,841	49.1	33	0
05/04/14	*	£2,798	£2,950	£-153	£83	£12,690	£10,900	44.3	33	0
05/04/13	*	£2,597	£2,718	£-121	£50	£12,502	£10,797	47.7	33	0
05/04/12		£2,205	£2,618	£-413	£56	£11,552	£9,911	45.4	20	0
05/04/11	*	£2,179	£2,696	£-517	£67	£12,047	£10,383	46.2	19	0
05/04/10		£2,259	£2,957	£-698	£66	£12,299	£10,764	43.7	18	0
05/04/09		£2,634	£2,580	£54	£69	£11,607	£10,217	47.5	21	0
05/04/08		£2,694	£3,188	£-495	£82	£11,967	£10,841	40.8	21	0
05/04/07	*	£2,558	£2,217	£341	£107	£12,612	£11,386	61.6	44	0
05/04/06	*	£2,153	£2,294	£-141	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05	*	£2,535	£2,757	£-222	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04	*	£3,345	£3,091	£254	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 4.5%
Fundraising Costs/Total Spending: 3.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 49%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 64 months
Net Current Assets/Spending: 10 months
Quick Ratio: 3

Asset Split ?

Balance Sheet History

Established: 36 years

www.wrexhamdiocese.org.uk

businessexec@wrexhamdiocese.org.uk

01978352404

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Other charitable activities
Provides services

Where it operates

Throughout England And Wales,

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.

Specific Donations

Amount	When Months	To be used for
The Pilgrim Trust - Grant to St David's Church
£10,000	27/09/2021 4	Jonah Jones Dalles de Verre repair, refurbishment, rebuild and installation in St David's Church

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

ANN JOSEPHINE SNOWDEN Appointed: 2022

CANON FRANCIS GERARD DOYLE CANON Appointed: 2023

CANON TERENCE ANTHONY CARR Appointed: 2013

CHRISTOPHER JAMES RYAN Appointed: 2019

DCN DAVID IAN GOZZARD DEACON Appointed: 2022

DR ALEX JOHN MCCULLOCH Appointed: 2022

KEITH JOHN MCDONOGH Appointed: 2014

MARY ELIZABETH DAVIES Appointed: 2021

REV NICHOLAS ENZAMA Appointed: 2021

RT REV PETER MALCOLM BRIGNALL Appointed: 2023

Legal constitution

Charity registered in England & Wales on 30/06/1988, number: 700426

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 1 days late, AR17: 14 days late, AR16: 39 days late, AR15: 50 days late, AR14: 49 days late, AR13: 64 days late, AR11: 23 days late, AR07: 1 days late, AR06: 1 days late, AR05: 250 days late, AR04: 70 days late,

Main office

St Andrews House
Yale Business Village
Ellice Way
Wrexham
LL13 7YL

Objectives

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

Defined Area of Benefit:

ROMAN CATHOLIC DIOCESE OF WREXHAM OR ELSEWHERE

Data Sources

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