Finance Score: -4
Governance Score: -2
Support Score: 7
  • Liabilities <10%: +3
  • Excess reserves: -5
  • Multiple Deficits and declines: -5
  • Fundraising costs low: +3
  • No volunteer policy: -2
  • Grant maker support: +7
Overall GiG Score: 1 ?

LANCASTER ROMAN CATHOLIC DIOCESAN TRUST 

The principal aim of the charity is the furtherance of the Roman Catholic religion within the geographical boundaries of the Diocese of Lancaster. This includes but not limited to pastoral support for clergy and parishioners, educational support, relief of poverty and maintenance of the property of the charity.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • This charity has a robust balance sheet
  • Fundraising costs are low relative to funds raised

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • One or more trustees receive benefits from the charity

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £65,797,669 available, equivalent to 89 months of spending and so may not be able to utilise additional funding
  • Income has been volatile and on several occasions in recent years less than spending
Established: 60 years

www.lancasterrcdiocese.org.uk

paul@lancasterrcdiocese.org.uk

01524 596059

Charity Commission for England and WalesFacebookX
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
05/04/23£8,762£8,876£-114£378£79,437£65,798891101,000
05/04/22£8,165£7,696£469£295£83,852£68,604107971,000
05/04/21£10,676£11,357£-681£285£82,193£67,42771.21081,000
05/04/20£16,637£19,284£-2,647£124£72,611£60,30537.51131,000
05/04/19£17,984£12,987£4,997£119£79,422£62,53857.81111,000
05/04/18£9,032£8,296£737£142£76,791£63,73992.2990
05/04/17*£9,967£8,444£1,524£88£73,947£60,76286.41120
05/04/16*£8,969£8,344£626£142£71,433£58,86684.71150
05/04/15£9,889£8,362£1,527£279£71,135£58,25883.61260
05/04/14£9,628£8,955£672£812£68,888£56,38375.61380
05/04/13*£8,358£8,363£-5£348£64,789£53,76377.11060
05/04/12£9,275£8,440£835£360£62,138£51,59273.41400
05/04/11£7,948£8,706£-758£386£61,109£51,47470.91430
05/04/10£8,714£9,122£-408£386£60,587£51,35867.61420
05/04/09£12,666£11,721£945£349£147,240£139,493142.81210
05/04/08£10,631£7,545£3,086£642£146,295£136,562217.21140
05/04/07£10,795£8,906£1,889£764£144,151£133,719180.21200
05/04/06£9,366£9,514£-148£0£0£0n/a00
05/04/05£14,259£14,530£-271£0£0£0n/a00
05/04/04£16,345£13,468£2,877£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 7.8%
Fundraising Costs/Total Spending: 5.2%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 3%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 89 months
Net Current Assets/Spending: 17 months
Quick Ratio: 0.6
Asset Split ?
Listed activities
  • Accommodation/Housing
  • Disability
  • Education/Training
  • General Charitable Purposes
  • Other Charitable Purposes
  • Overseas Aid/Famine Relief
  • Religious Activities
  • The Prevention Or Relief Of Poverty
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides other finance
  • Provides services
Where it operates
  • Cumbria, Lancashire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • 110 employees
  • 1,000 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
Department for Education£7,604,203
Cumbria Community Foundation£19,610
Community Foundations for Lancashire & Merseyside£12,000
National Lottery Community Fund£10,000
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to St Columba's Catholic Primary School
£1,668 22/10/2022
We want to empower the children in our school community to gain valuable computing skills through the use of technology in the classroom. Children will leave our school with skills for life.
Community Foundations for Lancashire & Merseyside - New Quatrefoil window and repointing
£12,000 09/09/2022
Replacing a wooden window back to its original state with the installation of a new stone Quatrefoil window and stained glass. Additionally, to maintain the fabric by repointing of the west elevation.
Cumbria Community Foundation - Small hall essential repair
£5,902 25/03/2022
Small hall essential repair
National Lottery Community Fund - St Mary's Hornby Garden Restoration
£10,000 25/02/2022
This project is to improve the garden at St. Mary's Hornby Catholic Church and adjoining Presbytery. The project will allow the upkeep to a poorly maintained area that has ben closed to the public ....more
Cumbria Community Foundation - Wigton Food Pantry
£2,740 09/06/2021
Wigton Food Pantry
Cumbria Community Foundation - Wigton Food Pantry
£1,000 31/03/2021
Wigton Food Pantry
Cumbria Community Foundation - Wigton Food Pantry
£2,000 31/03/2021
Wigton Food Pantry
Cumbria Community Foundation - Action against Hunger Food Pantry
£4,500 17/12/2020
Action against Hunger Food Pantry
National Churches Trust - Cornerstone award to WORKINGTON, Our Lady Star of the Sea and St Michael
£10,000 05/11/2020
REPAIR - masonry repairs to window stonework
Cumbria Community Foundation - Catering facility upgrade
£3,468 04/11/2020
Catering facility upgrade
Department for Education - Exceptional Capital Projects
£3,966,421 01/04/2020
Capital funding for urgent and exceptional school condition improvement projects that do not fit into other programmes.
Department for Education - Priority Schools Building Programme 2
£3,637,781 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.
National Churches Trust - Project Development award to WORKINGTON, Our Lady Star of the Sea & St Michael's
£3,850 08/11/2018
The grant will support our Steering Group to re-define our priorities after an unsuccessful bid for £1.3M to HLF Heritage programme. Feasibility Study_x000D_ to RIBA Stage 1; updated Condition; ....more
National Lottery Heritage Fund - Grant to St Mary's RC Church Barrow in Furness
£2,800 27/02/2018
PILOTNW Continue and educate the parishioners to the heritage importance of stained glass windows for Churches
National Lottery Heritage Fund - Grant to St Joseph's Church, Lancaster
£210,100 07/12/2017
St Joseph's Church, external repair and access improvement scheme
National Lottery Heritage Fund - Grant to Parish Our Lady of Eden, Carlisle
£24,600 30/06/2015
Our Lady & St Wilfrid's Warwick Bridge church organ refurbishment
National Lottery Heritage Fund - Grant to Parish Our Lady of Eden, Carlisle
£248,000 09/12/2014
Our Lady & St Wilfrid's essential repairs to structure & interior of AWN Pugin church
National Lottery Heritage Fund - Grant to Parish of St Mary in Furness
£82,400 18/06/2013
Barrow in Furness - St Mary in Furness
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 19/05/1964, number: 234331
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
Filing Record
20 returns made; AR17: 5 days late, AR16: 5 days late, AR13: 1 days late,
Recent reorganisation events:
  • Asset transfer in from ST CUTHBERT'S SOCIETY, USHAW on 28/03/2024
Main office

THE PASTORAL CENTRE
BALMORAL ROAD
LANCASTER
LA1 3BT

Objectives

(1) THE PROVISION MAINTENANCE AND UPKEEP OF CHURCHES PUBLIC CHAPELS AND PRESBYTERIES BELONGING TO OR CONNECTED WITH THE ROMAN CATHOLIC CHURCH IN THE DIOCESE(2) THE PROVISION MAINTENANCE AND CARRYING ON OF THE RELIGIOUS SERVICES OF THE SAID CHURCH IN SUCH CHURCHES AND PUBLIC CHAPELS OR OTHERS OF A LIKE CHARACTER(3) THE PROVISION MAINTENANCE AND UPKEEP OF HOUSES OF STUDY HALLS AND COLLEGES FOR THE EDUCATION AND TRAINING OF PRIESTS AND PERSONS DESIROUS OF BECOMING PRIESTS OF THE SAID CHURCH IN THE DIOCESE OR ELSEWHERE(4) THE MAINTENANCE AND SUPPORT OF AND THE PROVISION OF MEDICAL AND SURGICAL AID FOR INFIRM AND AGED PRIESTS AND CLERICS OF THE SAID CHURCH AND THE BURIAL OF DECEASED PRIESTS AND CLERICS OF THE SAID CHURCH(5) THE PROVISION OF NECESSARY HOLIDAYS AND REST FOR PRIESTS AND CLERICS OF THE SAID CHURCH ENGAGED IN ACTIVE WORK IN THE DIOCESE FOR THE PURPOSES THEREOF BUT SO THAT CONTRIBUTIONS MADE BY THE TRUSTEES UNDER THIS AND THE PRECEDING SUB-CLAUSE SHALL BE MADE ONLY TO OR IN RESPECT OF PERSONS WHOSE OWN MEANS (IF ANY) ARE IN THE OPINION OF THE TRUSTEES INADEQUATE FOR SUCH PURPOSES(6) THE RELIEF OF POOR PERSONS PROFESSING THE ROMAN CATHOLIC RELIGION IN THE DIOCESE OR NEARLY RELATED TO PRIESTS OR CLERICS OF THE SAID CHURCH(7) THE PROVISION MAINTENANCE AND UPKEEP OF SCHOOLS AND COLLEGES FOR THE GENERAL EDUCATION BOTH RELIGIOUS AND SECULAR OR RELIGIOUS OR SECULAR OF CHILDREN AND YOUNG PERSONS MEMBERS OF THE SAID CHURCH(8) THE PROVISION MAINTENANCE AND UPKEEP OF HOUSES OF RESIDENCE FOR TEACHERS AND FOR STUDENTS IN ANY SUCH HOUSES OF STUDY HALLS SCHOOLS AND COLLEGES AS AFORESAID(9) THE PROVISION MAINTENANCE AND UPKEEP OF HOMES FOR INFIRM AND AGED PRIESTS AND CLERICS OF THE SAID CHURCH IN THE DIOCESE BEING IN THE OPINION OF THE TRUSTEES WITHOUT ADEQUATE MEANS OF SUPPORT AND OF ALMSHOUSES FOR INFIRM AND AGED POOR PERSONS BEING MEMBERS OF THE SAID CHURCH(10) THE PROVISION MAINTENANCE AND UPKEEP OF CEMETERIES OR BURYING PLACES FOR THE INTERMENT OF MEMBERS OF THE SAID CHURCH(11) THE PROVISION MAINTENANCE AND UPKEEP OF PARISH ROOMS AND HALLS IN CONNECTION WITH ANY SUCH CHURCHES OR CHAPELS AS AFORESAID TO BE USED FOR THE CONSERVATION AND ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION IN THE DIOCESE OR OTHERWISE FOR THE ENLIGHTENMENT EDUCATION AND RELIGIOUS AND MORAL BENEFIT OF MEMBERS OF THE SAID CHURCH IN THE DIOCESE(12) THE PROVISION AND MAINTENANCE OF HOSPITALS AND SANATORIA FOR POOR MEMBERS OF THE SAID CHURCH(13) THE ACQUISITION OF SITES FOR AND OF GROUND TO BE HELD WITH BUILDINGS FOR ANY OF THE PURPOSES AFORESAID AND THE ERECTION RESTORING ALTERING ENLARGING MAINTAINING AND REPAIRING OF ANY BUILDINGS FOR ANY SUCH PURPOSES AND THE LAYING OUT MAINTENANCE AND UPKEEP OF GROUNDS IN CONNECTION WITH ANY SUCH BUILDINGS(14) GENERALLY FOR ANY SUCH CHARITABLE PURPOSE OR PURPOSES AS IN THE OPINION OF THE BISHOP MAY BE CONDUCIVE TO THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION IN THE DIOCESE(15) SUCH CHARITABLE PURPOSES AS SHALL ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE DIOCESE AS THE TRUSTEES WITH THE APPROVAL OF THE BISHOP SHALL FROM TIME TO TIME THINK FIT AND IF AT ANY TIME THE DIOCESE SHALL CEASE TO EXIST OR THERE SHALL CEASE TO BE ANY RELIGIOUS OR OTHER CHARITABLE WORK CARRIED ON BY THE DIOCESE THEN FOR SUCH OTHER LAWFUL CHARITABLE PURPOSES CONNECTED WITH THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES SHALL DETERMINE

Defined Area of Benefit:

ROMAN CATHOLIC DIOCESE OF LANCASTER

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

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great