Finance Score: -1

Governance Score: 0

Support Score: 10

Liabilities <10%: +3
Excess reserves: -4
Strong growth: +2
Multiple Deficits: -2

Grant maker support: +10

Overall GiG Score: 9

PLYMOUTH DIOCESAN TRUST

The advancement or maintenance of the Roman Catholic religion in the Diocese. The provision of religious services. The education and training of priests. The provision and maintenance of churches, presbyteries and schools. The maintenance and support of priests, the poor and others.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £72,758,000 available, equivalent to 52 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: 60 years

http://www.plymouth-diocese.org.uk/

info@prcdtr.org.uk

01364645371

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		£7,050	£16,861	£-9,811	£156	£90,559	£72,758	51.8	143	427
31/03/22		£7,748	£8,370	£-622	£139	£102,699	£84,998	121.9	146	378
31/03/21		£5,844	£7,144	£-1,300	£89	£98,407	£82,217	138.1	138	441
31/03/20		£7,957	£6,896	£1,061	£119	£88,525	£75,048	130.6	148	469
31/03/19		£7,231	£6,754	£477	£149	£87,418	£74,875	133	152	469
31/03/18	*	£7,880	£6,409	£1,471	£107	£85,376	£73,596	137.8	142	0
31/03/17	*	£6,838	£6,273	£565	£1	£83,953	£72,911	139.5	152	0
31/03/16		£8,102	£5,904	£2,198	£75	£77,536	£67,826	137.9	155	0
31/03/15		£7,584	£6,685	£899	£177	£78,833	£68,710	123.3	70	0
31/03/14		£6,888	£6,607	£281	£247	£74,979	£64,787	117.7	64	0
31/03/13		£7,552	£6,129	£1,423	£326	£75,214	£65,344	127.9	63	0
31/03/12		£8,385	£7,392	£993	£1,592	£71,196	£61,558	99.9	59	0
31/03/11		£7,088	£6,054	£1,034	£279	£73,168	£63,228	125.3	62	0
31/03/10		£5,986	£5,894	£92	£354	£63,664	£54,173	110.3	56	0
31/03/09		£6,465	£5,966	£499	£323	£55,860	£47,883	96.3	56	0
31/03/08		£6,938	£5,403	£1,535	£322	£62,819	£53,541	118.9	52	0
31/03/07		£6,532	£5,705	£827	£265	£63,697	£50,291	105.8	50	0
31/03/06		£6,509	£5,620	£889	£0	£0	£0	n/a	0	0
31/03/05		£7,107	£5,811	£1,296	£0	£0	£0	n/a	0	0
31/03/04		£6,338	£5,067	£1,271	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 10.5%
Fundraising Costs/Total Spending: 3.4%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 8%
Liabilities/Income: 110%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 51.8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 1.8

Asset Split ?

Listed activities

Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Bournemouth, Cornwall, Devon, Dorset, Plymouth City, Poole, Torbay,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

143 employees
427 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

DCMS	£270,855
National Lottery Heritage Fund	£214,806
Dunhill Medical Trust	£35,000
Dorset Community Foundation	£4,650

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Plymouth Diocesan Trust
£214,806	07/06/2023	#DYC Migration and religious persecution
Dorset Community Foundation - Grant to Plymouth Diocesan Trust
£850	06/12/2022	Warm Welcome space at St Mary’s Church in Poole with drinks and soup
Dunhill Medical Trust - Intergenerational Linking project - Devon and Dorset
£5,000	07/04/2022	COVID Response award to support IL2-39 Promoting young people’s engagement with care homes for older people through the care Home Friends & Neighbours framework - Devon and Dorset
DCMS - The Church of the Immaculate Conception, Higher Church Street, Barnstaple
£74,023	01/04/2022	Work to stonework of west gable, plus work for ceiling and window repairs
DCMS - The Church of the Immaculate Conception, Higher Church Street, Barnstaple
£78,733	01/04/2022	Repair and protect main fabric of building, roof, leadwork, gutters, downpipes, stonework, spreading of arches and windows.
Dorset Community Foundation - Blandford Welcome Group
£3,800	10/02/2022	Early support for new group preparing to support a refugee family setting in Dorset - Plymouth Diocese is Lead Sponsor as part of the government's Community Sponsorship scheme
Co-Operative Group - Grant to Companions Sidmouth Community Sponsor Group
£1,707	23/10/2021	We are building and sharing skills within the community to help resettle displaced families.
DCMS - The Church of the Immaculate Conception, Higher Church Street, Barnstaple
£118,099	01/04/2021	Repair and protect main fabric of building, roof, leadwork, gutters, downpipes, stonework, spreading of arches and windows.
Dunhill Medical Trust - Intergenerational Linking project - Devon and Dorset
£30,000	01/02/2021 18	Promoting young people’s engagement with care homes for older people through the care Home Friends & Neighbours framework - Devon and Dorset
National Churches Trust - Partnership award to PENZANCE, Church Of The Immaculate Conception
£5,000	08/11/2018	Repairs to crypt level - being made to contain community facilities
Garfield Weston Foundation - Main Grants award
£10,000	25/07/2018	Crypt Redevelopment Project
National Lottery Community Fund - Sensory Room for Children with Autism, Attachment and Sensory Needs.
£7,589	22/02/2017 12	This group will use the funding to provide a sensory room for children living with the effects of autism. The room will include play dough, bubble tubes, a messy play table, a wobble cushion, a ....more This group will use the funding to provide a sensory room for children living with the effects of autism. The room will include play dough, bubble tubes, a messy play table, a wobble cushion, a vibrating pillow and scented lotions. These resources will ensure the children are stimulated, optimizing their learning, helping to give them a better chance in life.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

PLYMOUTH ROMAN CATHOLIC DIOCESAN TRUSTEES REGISTERED

Legal constitution

Charity registered in England & Wales on 19/08/1964, number: 213227

Gift Aid

Registered with HMRC for Gift Aid

Event History

17/08/2021 - Asset transfer in from KNIGHTS OF SAINT COLUMBA (PROVINCE 35) SEMINARY AMENITY FUND
15/09/2022 - Asset transfer in from UPLYME COMMUNITY SPONSORSHIP
Linked charity: PLYMOUTH DIOCESAN CHILDREN'S WELFARE TRUST
Linked charity: KATHLEEN MAUDE CLARK TRUST FUND
Linked charity: CORNISH MISSIONS TRUST
Linked charity: ST SCHOLASTICA'S ABBEY - TRUST DEED DATED 9/3/1923
Linked charity: ST SCHOLASTICA'S TRUST

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 1 days late, AR17: 1 days late,

Recent reorganisation events:

Asset transfer in from KNIGHTS OF SAINT COLUMBA (PROVINCE 35) SEMINARY AMENITY FUND on 17/08/2021
Asset transfer in from UPLYME COMMUNITY SPONSORSHIP on 15/09/2022

Main office

Diocese of Plymouth
St. Boniface House
Ashburton
Newton Abbot
TQ13 7JL

Objectives

TO ADVANCE AND MAINTAIN THE ROMAN CATHOLIC RELIGION IN THE ROMAN CATHOLIC DIOCESE OF PLYMOUTH.

Defined Area of Benefit:

ROMAN CATHOLIC DIOCESE OF PLYMOUTH

Data Sources