Finance Score: 1

Governance Score: 3

Support Score: 9

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

Dynamic board: +3

Large volunteers +3
Grant maker support: +6

Overall GiG Score: 13

ARCHDIOCESE OF CARDIFF

The principal objects of the charity are the preservation and advancement of the Roman Catholic faith, and the provision of primary and secondary education

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
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £19,560,321 available, equivalent to 41 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: 6 years

www.rcadc.org

finance@rcadc.org

02920374148

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
31/03/23	£4,858	£5,737	£-879	£4	£23,033	£19,560	40.9	42	2,000
31/03/22	£5,452	£5,686	£-233	£22	£24,434	£20,993	44.3	42	2,000
31/03/21	£5,447	£5,323	£124	£20	£24,306	£21,030	47.4	42	2,000
31/03/20	£5,345	£6,249	£-904	£22	£22,696	£19,386	37.2	39	2,000
31/03/19	£6,078	£6,232	£-154	£45	£23,584	£20,275	39	40	2,000

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Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 40.9 months
Net Current Assets/Spending: 9 months
Quick Ratio: 31

Asset Split ?

Listed activities

Education/Training
Religious Activities

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Cardiff, Herefordshire,

Who it helps

The General Public/Mankind

Who works here?

42 employees
2,000 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

National Lottery Heritage Fund	£236,900
National Lottery Community Fund	£137,945
National Churches Trust	£20,000
Garfield Weston Foundation	£15,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£15,000	21/05/2021	Building for the Future: Our Lady of Peace, Newbridge
National Lottery Community Fund - Community with Our Lady
£9,950	02/03/2021 8	Archdiocese of Cardiff in Newbridge will improve access to their building build their volunteer base develop a volunteer led programme to deliver community activities including increasing access to ....more Archdiocese of Cardiff in Newbridge will improve access to their building build their volunteer base develop a volunteer led programme to deliver community activities including increasing access to their foodbank and developing activities with the local primary school. £9950 will fund an access ramp leaflets translation volunteer activities and events. Bydd Archesgobaeth Caerdydd yn Nhrecelyn yn gwella mynediad i'w hadeilad yn adeiladu eu sylfaen gwirfoddolwyr yn datblygu rhaglen dan arweiniad gwirfoddolwyr i ddarparu gweithgareddau cymunedol gan gynnwys cynyddu mynediad i'w banc bwyd a datblygu gweithgareddau gyda'r ysgol gynradd leol. Bydd £9950 yn ariannu ramp mynediad taflenni cyfieithu gweithgareddau gwirfoddol a digwyddiadau.
National Lottery Community Fund - A Fresh Start for St Dyfrig's Community Hall
£50,250	21/01/2021 12	Archdiocese of Cardiff will refurbish and improve St Dyfrig’s Hall in Pontypridd. They will continue to provide facilities for community activities and services while developing new programmes of ....more Archdiocese of Cardiff will refurbish and improve St Dyfrig’s Hall in Pontypridd. They will continue to provide facilities for community activities and services while developing new programmes of activities and training from the centre. The improvements will benefit the whole community but will target young people aged 18-24 and older people who are or at risk of loneliness and isolation. The grant of £50250 will cover costs such as improving access weatherproofing renovating a kitchen and creating a wildlife garden. This is the first of five phases of the project. Bydd Archesgobaeth Caerdydd yn adnewyddu ac yn gwella Neuadd Sant Dyfrig ym Mhontypridd. Byddant yn parhau i ddarparu cyfleusterau ar gyfer gweithgareddau a gwasanaethau cymunedol tra'n datblygu rhaglenni newydd o weithgareddau a hyfforddiant o'r canol. Bydd y gwelliannau o fudd i'r gymuned gyfan ond byddant yn targedu pobl ifanc 18-24 oed a phobl hn sydd neu sydd mewn perygl o fod yn unig. Bydd y grant o £50250 yn talu costau fel gwella mynediad diogelu rhag y tywydd adnewyddu cegin a chreu gardd bywyd gwyllt. Dyma'r cyntaf o bum cam y prosiect.
National Churches Trust - Cornerstone award to NEWBRIDGE, Our Lady of Peace
£10,000	05/11/2020	REPAIR - repairs to roof render, masonry, guttering and windows
National Churches Trust - CS - Wolfson award to NEWBRIDGE, Our Lady of Peace
£10,000	05/11/2020	DUPLICATE RECORD FOR WOLFSON - repairs to roof render, masonry, guttering and windows
National Lottery Heritage Fund - Grant to Archdiocese of Cardiff
£236,900	02/09/2020	COVID19: Archdiocese of Cardiff
National Lottery Community Fund - Covid-19 Supporting Communities During Covid-19
£71,695	20/08/2020 12	Archdiocese of Cardiff will provide support to the most marginalised within communities. Supporting individuals and families experiencing hardship by providing: food shopping vouchers food parcels ....more Archdiocese of Cardiff will provide support to the most marginalised within communities. Supporting individuals and families experiencing hardship by providing: food shopping vouchers food parcels free meals and purchasing basic household goods. The scheme is already running successfully and will now be able to continue with the potential of benefiting even more people. £71695 over six months will fund staff foodbank costs voucher scheme translation evaluation and overheads. Bydd Archesgobaeth Caerdydd yn darparu cefnogaeth i'r rhai sydd fwyaf ar ymylon cymdeithas o fewn cymunedau. Cefnogaeth i unigolion a theuluoedd sy'n profi caledi trwy ddarparu: talebau siopa bwyd parseli bwyd prydau am ddim a phrynu nwyddau cartref sylfaenol. Mae'r cynllun eisoes yn rhedeg yn llwyddiannus ac yn awr bydd modd i ni barhau gyda'r potensial y bydd hyd yn oed yn fwy o bobl yn elwa. Bydd £71695 dros chwe mis yn ariannu staff costau'r banc bwyd cynllun talebau cyfieithu gwerthuso a chostau cyffredinol.
National Lottery Community Fund - Getting to Know the Neighbours
£6,050	29/09/2019 12	Getting to Know the Neighbours

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

DAVID LLEWELLYN Appointed: 2023

DR NORA KILLEEN Appointed: 2021

JANE SHANKLAND Appointed: 2023

MICHAEL JOSEPH PRIOR Appointed: 2019

REV BRIAN GRAY Appointed: 2024

REV MATTHEW JONES Appointed: 2023

REV PHILLIP MANGHAN Appointed: 2021

RIGHT REV MARK O'TOOLE Appointed: 2022, Other trusteeships: MENEVIA DIOCESAN TRUST, ST MARY'S CONVENT,

REV JOHN KELLY Appointed: 2023, Other trusteeship: INFIRM SECULAR CLERGY SOCIETY OF THE ARCHDIOCESE OF CARDIFF,

Legal constitution

Charity registered in England & Wales on 21/02/2018, number: 1177272

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: CARDIFF ROMAN CATHOLIC ARCHDIOCESAN TRUST
15/06/2019 - Asset transfer in from TRUST PROPERTY HELD IN CONNEXION WITH ROMAN CATHOLIC CHURCH AT STOW HILL
20/06/2019 - Asset transfer in from THE EDWARD CURRAN CHARITY
28/02/2022 - Asset transfer in from BISHOP JOHN VAUGHAN BURSE TRUST
08/04/2022 - Asset transfer in from BARTESTREE PRESBYTERY TRUST

Policies in force

Bullying and harassment 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

5 returns made; all on time

Recent reorganisation events:

Asset transfer in from TRUST PROPERTY HELD IN CONNEXION WITH ROMAN CATHOLIC CHURCH AT STOW HILL on 15/06/2019
Asset transfer in from THE EDWARD CURRAN CHARITY on 20/06/2019
Asset transfer in from BISHOP JOHN VAUGHAN BURSE TRUST on 28/02/2022
Asset transfer in from BARTESTREE PRESBYTERY TRUST on 08/04/2022

Main office

ARCHBISHOP'S HOUSE
41-43 CATHEDRAL ROAD
CAERDYDD
CF11 9HD

Objectives

(1) THE OBJECTS OF THE CIO (THE OBJECTS) ARE ANY SUCH CHARITABLE PURPOSE OR PURPOSES FOR THE PUBLIC BENEFIT AS IN THE OPINION OF THE ARCHBISHOP MAY BE CONDUCIVE (WHETHER IN THE ARCHDIOCESE OR ELSEWHERE) TO:(A) THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION;(B) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN ACCORDANCE WITH THE PRINCIPLES AND DOCTRINES OF THE ROMAN CATHOLIC RELIGION PARTICULARLY BY THE PROVISION AND SUPPORT OF SCHOOLS AND OTHER EDUCATIONAL ESTABLISHMENTS THAT:(I) ARE CONDUCTED IN ACCORDANCE WITH THE PRINCIPLES AND SUBJECT TO THE REGULATIONS AND DISCIPLINE OF THE ROMAN CATHOLIC CHURCH; AND(II) GIVE PREFERENCE TO THE EDUCATION OF ROMAN CATHOLIC CHILDREN OR THE CHILDREN OF ROMAN CATHOLICS;(C) PURELY AS ANCILLARY TO SUB-CLAUSE (B) OF THIS CLAUSE, FACILITIES FOR THE EDUCATION OF THE PUBLIC;BY SUCH MEANS AS THE TRUSTEES, WITH THE APPROVAL OF THE ARCHBISHOP, SHALL THINK FIT.

Data Sources