Overall GiG Score: -6 ?
Finance Score: -7
Governance Score: -4
Support Score: 5
  • Excess reserves: -2
  • Multiple Deficits: -2
  • Fundraising costs high: -3
  • Static board: -3
  • Mainly male board: -1
  • Large volunteers +3
  • Grant maker support: +2

SHREWSBURY ROMAN CATHOLIC DIOCESAN TRUST 

Education/TrainingDisabilityRelief of PovertyReligious ActivitiesEnvironment/Conservation/HeritageGeneral Charitable Purposes
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • The Board is predominantly male
  • The Board composition appears to be rather static

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £43,617,000 available, equivalent to 25 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
  • Fundraising costs are high relative to funds raised
Established: 60 years

www.dioceseofshrewsbury.org

carol.lawrence@dioceseofshrewsbury.org

01516529855

Charity Commission for England and Wales
UN SDGs
?

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£17,219£20,548£-3,329£3,386£48,040£43,61725.52176,000
31/03/22£12,434£13,038£-604£2,653£51,558£45,91442.32339,500
31/03/21£9,953£10,929£-976£1,713£49,952£44,54148.92599,500
31/03/20£14,241£15,923£-1,682£3,147£47,548£42,95332.41599,500
31/03/19£14,812£15,608£-796£3,524£51,326£46,94536.112311,428
31/03/18£19,246£15,302£3,944£4,030£50,504£47,32037.11160
31/03/17*£17,039£15,821£1,218£4,013£46,523£45,00534.11160
31/03/16£14,395£13,618£777£3,122£42,398£41,93136.91150
31/03/15£13,086£13,100£-14£3,170£41,847£41,450381150
31/03/14*£13,887£13,863£24£3,250£40,603£40,16534.81150
31/03/13*£13,638£14,266£-628£3,283£39,481£39,257331150
31/03/12£13,466£13,495£-29£3,094£38,097£37,84733.71180
31/03/11*£13,150£13,101£49£2,826£38,433£38,167351180
31/03/10£9,769£12,643£-2,875£3,108£38,019£37,82335.91160
31/03/09£11,237£7,698£3,539£3,068£36,446£35,24754.91180
31/03/08£11,321£10,323£998£2,976£41,616£40,81447.41180
31/03/07£10,518£10,774£-256£3,169£39,772£38,91643.31170
31/03/06£10,885£9,124£1,761£0£0£0n/a00
31/03/05£12,903£11,792£1,111£0£0£0n/a00
31/03/04£13,359£12,390£970£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 26.4%
Fundraising Costs/Total Spending: 17.1%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 15%
Liabilities/Income: 51%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 25.5 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1
Asset Split ?
What it does
  • Accommodation/Housing
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Other Charitable Purposes
  • Overseas Aid/Famine Relief
  • Religious Activities
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who works here?
  • 217 employees
  • 6,000 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Makes Grants to Organisations
  • Other charitable activities
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Throughout England,

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.

Specific Donations
Amount When
Months
To be used for
National Lottery Heritage Fund - Grant to Holy Apostles and Martyrs Parish, Wallasey
£29,200 20/09/2018
Restoration of Grade ll* Church, architect FX Velarde and development of community activities
National Churches Trust - Repair award to MACCLESFIELD, St Alban
£10,000 07/03/2018
Repairs to the Tower and Roof
National Lottery Heritage Fund - Grant to St Alban's RC Church, Macclesfield
£168,900 22/06/2017
Urgent repairs to rot-affected tower roof and structure of Grade II* listed RC church
National Lottery Heritage Fund - Grant to St Michael and All Angels Church, Wirral
£236,400 08/09/2016
Wirral: St Michael & All Angels, Woodchurch

Data sourced from Donors via 360 Giving

How is it governed?

Legal constitution
  • Charity registered in England & Wales on 29/04/1964, number: 234025
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
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
  • Volunteer management
Filing Record
20 returns made; AR17: 2 days late, AR14: 1 days late, AR13: 2 days late, AR11: 60 days late,
Main office

CURIAL OFFICE
2 PARK ROAD SOUTH
PRENTON
WIRRAL
CH43 4UX
CH43 4UX

Objectives

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

Defined Area of Benefit:

ROMAN CATHOLIC DIOCESE OF SHREWSBURY

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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