Finance Score: -3

Governance Score: 0

Support Score: 8

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

Grant maker support: +8

Overall GiG Score: 5

LEEDS DIOCESAN TRUST

The principal aims of the Charity are:The advancement of the Roman Catholic ReligionThe promotion of Catholic teaching The provision and maintenance of churches, presbyteries and schoolsThe provision and care of priests.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has a robust balance sheet

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £47,563,000 available, equivalent to 45 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: 58 years

www.dioceseofleeds.org.uk

john.moran@dioceseofleeds.org.uk

01132618024

Charity Commission for England and Wales

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
31/03/23		£12,062	£12,773	£-711	£1,164	£57,039	£47,563	44.7	174
31/03/22		£12,352	£11,894	£458	£901	£58,078	£48,469	48.9	159
31/03/21		£8,438	£9,410	£-972	£684	£56,777	£47,108	60.1	147
31/03/20		£11,304	£11,888	£-584	£1,026	£51,182	£42,877	43.3	193
31/03/19		£11,389	£11,533	£-144	£894	£49,028	£40,337	42	166
31/03/18		£10,910	£11,118	£-208	£1,016	£45,795	£37,064	40	162
31/03/17		£11,183	£11,204	£-21	£1,010	£41,626	£32,318	34.6	152
31/03/16		£11,378	£11,429	£-51	£1,130	£38,724	£30,451	32	150
31/03/15		£10,832	£11,610	£-778	£783	£39,720	£31,419	32.5	49
31/03/14	*	£11,086	£12,426	£-1,340	£744	£40,498	£32,671	31.6	137
31/03/13	*	£9,491	£12,194	£-2,703	£704	£41,153	£33,766	33.2	143
31/03/12	*	£10,234	£12,171	£-1,937	£698	£39,455	£32,855	32.4	157
31/03/11		£10,487	£9,576	£911	£737	£37,322	£30,724	38.5	459
31/03/10		£9,955	£10,793	£-838	£815	£36,411	£30,069	33.4	165
31/03/09		£10,296	£11,304	£-1,008	£839	£33,440	£28,761	30.5	169
31/03/08		£10,073	£11,458	£-1,385	£801	£38,047	£31,752	33.3	100
31/03/07		£10,415	£11,145	£-730	£799	£37,688	£31,537	34	80
31/03/06		£9,162	£9,941	£-779	£0	£0	£0	n/a	0
31/03/05		£10,002	£11,404	£-1,402	£0	£0	£0	n/a	0
31/03/04		£9,139	£9,523	£-384	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 14%
Fundraising Costs/Total Spending: 9.8%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 8%
Liabilities/Income: 39%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 44.7 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.6

Asset Split ?

Listed activities

Religious Activities

How it operates

Other charitable activities

Where it operates

East Riding Of Yorkshire, Leeds City, North Yorkshire,

Who it helps

The General Public/Mankind

Who works here?

174 employees

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	£99,944
Garfield Weston Foundation	£25,000
Youth Music	£10,000
Sir George Martin Trust	£8,500

Specific Donations

Amount	When Months	To be used for
Sir George Martin Trust - Grant to Holy Rosary Church (Leeds Diocean Trust)
£2,500	29/06/2023	Capital costs for Church Building Outreach Projects
National Lottery Heritage Fund - Grant to LEEDS DIOCESAN TRUST
£99,944	05/06/2023	Leeds Cathedral Heritage for All
Sir George Martin Trust - Grant to Diocese of Leeds Music Department
£3,000	07/07/2022	Core costs for Music/Arts/Culture
Sir George Martin Trust - Grant to Diocese of Leeds Music Department
£3,000	07/07/2022	Core costs for Music/Arts/Culture
Youth Music - Coronavirus - Emergency Fund
£10,000	07/05/2020	Coronavirus - Emergency Fund - Adapting and staying inclusive
Leeds Community Foundation - Diocese of Leeds Schools Singing Programme
£3,850	09/03/2020 15	To subsidise and fully fund choral singing sessions in some of Leeds poorest primary schools over the next academic year, providing life-changing opportunities for over 300 state school children ....more To subsidise and fully fund choral singing sessions in some of Leeds poorest primary schools over the next academic year, providing life-changing opportunities for over 300 state school children whilst enabling progression through our renowned pyramid of Cathedral Choirs.
Garfield Weston Foundation - Main Grants award
£25,000	10/07/2019	St Wilfrid's RC Church Ripon Restoration
National Churches Trust - Maintenance award to CLIFFORD, St Edward King and Confessor
£3,000	08/11/2018	Asbestos removal
National Churches Trust - Repair award to HOWDEN, Sacred Heart
£14,000	01/12/2016	Roof and gutter repairs including replacing plastic gutters, re-slating lower courses and replacing defective timbers

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

DIOCESE OF LEEDS TRUSTEE

Legal constitution

Charity registered in England & Wales on 12/09/1966, number: 249404
Registered at Companies House on 11/01/1994, number: 02886244

Gift Aid

Registered with HMRC for Gift Aid

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

Filing Record

20 returns made; AR14: 75 days late, AR13: 44 days late, AR12: 69 days late,

Recent reorganisation events:

Asset transfer in from ST CUTHBERT'S SOCIETY, USHAW on 28/03/2024

Main office

DIOCESE OF LEEDS PASTORAL CENTRE
HINSLEY HALL
62 HEADINGLEY LANE
LEEDS
LS6 2BX

Objectives

THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION IN THE ROMAN CATHOLIC DIOCESE OF LEEDS.

Defined Area of Benefit:

ROMAN CATHOLIC DIOCESES OF LEEDS.

Data Sources