Finance Score: -7

Governance Score: -1

Support Score: 7

Liabilities <10%: +3
Excess reserves: -5
Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
Fundraising costs low: +3

No conflicts policy: -1

Grant maker support: +7

Overall GiG Score: -1

ROMAN CATHOLIC DIOCESE OF HALLAM TRUST

The advancement of the Roman Catholic faith in the Diocese of Hallam through its parishes, schools and charitable works.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £26,760,052 available, equivalent to 59 months of spending and so may not be able to utilise additional funding
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

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
31/12/22	*	£4,874	£5,416	£-541	£30	£34,483	£26,760	59.3	103	510
31/12/21	*	£4,376	£5,161	£-786	£20	£34,378	£26,867	62.5	100	475
31/12/20		£4,201	£5,246	£-1,045	£27	£34,739	£26,942	61.6	98	400
31/12/19		£6,390	£6,004	£386	£39	£35,754	£27,670	55.3	107	475
31/12/18	*	£6,276	£6,238	£39	£34	£34,993	£26,725	51.4	94	500
31/12/17	*	£5,912	£6,486	£-574	£43	£35,100	£26,470	49	46	0
31/12/16	*	£5,838	£6,584	£-746	£55	£35,441	£26,796	48.8	48	0
31/12/15	*	£6,110	£6,345	£-235	£285	£34,360	£26,932	50.9	49	0
31/12/14		£5,928	£6,461	£-532	£270	£34,599	£27,410	50.9	68	0
31/12/13		£6,330	£6,532	£-201	£231	£35,167	£27,989	51.4	72	0
31/12/12		£6,127	£6,490	£-362	£256	£35,104	£28,319	52.4	73	0
31/12/11		£5,742	£6,401	£-659	£234	£35,718	£28,421	53.3	88	0
31/12/10		£5,758	£6,225	£-467	£223	£36,479	£29,040	56	87	0
31/12/09		£5,980	£6,525	£-545	£242	£36,647	£28,867	53.1	87	0
31/12/08		£6,565	£6,459	£106	£256	£36,931	£28,961	53.8	86	0
31/12/07		£6,271	£6,033	£238	£244	£37,808	£29,454	58.6	85	0
31/12/06		£6,000	£5,610	£391	£0	£0	£0	n/a	0	0
31/12/05		£5,421	£5,265	£156	£0	£0	£0	n/a	0	0
31/12/04		£5,583	£5,106	£478	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.9%
Fundraising Costs/Total Spending: 3.7%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 3%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 59.3 months
Net Current Assets/Spending: 12 months
Quick Ratio: 1.2

Asset Split ?

Established: 42 years

www.hallam-diocese.com

finance@hallam-diocese.com

01142566430

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Barnsley, Derbyshire, Doncaster, Nottinghamshire, Rotherham, Sheffield City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

103 employees
510 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Caritas Hallam - Enriching Communities
£104,400	22/09/2023	The project will use the funding to continue delivering counselling and wellbeing services across communities in Sheffield and South Yorkshire with the aim of reducing isolation and improve mental ....more The project will use the funding to continue delivering counselling and wellbeing services across communities in Sheffield and South Yorkshire with the aim of reducing isolation and improve mental wellbeing.
Co-Operative Group - Grant to St Wilfrid's Centre
£3,729	23/10/2021	Our individually tailored enrichment and personal development programme improves the wellbeing of vulnerable people in our community, helping them find purpose, fulfilment and a sense of belonging.
Co-Operative Group - Grant to Cantley Neighbourhood Centre
£5,640	23/10/2021	Our aim is to offer food and support in a friendly, welcoming environment.
National Lottery Community Fund - Covid Counselling in Hallam
£90,000	26/04/2021	The funding will provide an extensive support network of counselling for members of the community who have been adversely affected by the COVID-19 pandemic. The aim is to reduce feelings of stress ....more The funding will provide an extensive support network of counselling for members of the community who have been adversely affected by the COVID-19 pandemic. The aim is to reduce feelings of stress and anxiety and improve wellbeing.
Garfield Weston Foundation - WAF award
£36,500	05/10/2018	Flexilite Replacement Minibus Purchase - Flex 6 440 - L4H2
National Churches Trust - Project Development award to GRINDLEFORD, Padley Chapel
£6,000	01/11/2017	Feasibility study including cost of appointing architect and employing project manager
Co-Operative Group - Grant to Diocese of Hallam - Carmel Care
£2,851	04/08/2017	Enable us to provide a supportive, comfortable space for counselling for local people with addictions, emotional problems & isolation.
Henry Smith Charity - Grant to St Wilfrid's Centre
£78,100	13/06/2012 36	towards three years' salary of a Welfare Manager to work with homeless and vulnerable adults in South Yorkshire

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

DIOCESE OF HALLAM TRUSTEE

Legal constitution

Charity registered in England & Wales on 16/11/1981, number: 512021
Registered at Companies House on 26/10/1981, number: 01593544

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR22: 84 days late, AR21: 120 days late, AR18: 221 days late, AR17: 253 days late, AR16: 52 days late, AR15: 40 days late,

Recent reorganisation events:

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

Main office

HALLAM PASTORAL CENTRE
ST. CHARLES STREET
SHEFFIELD
S9 3WU

Objectives

ADVANCING THE ROMAN CATHOLIC RELIGION IN THE HALLAM DIOCESE BY SUCH MEANS BEING CHARITABLE AS THE BISHOP OF HALLAM MAY THINK FIT AND PROPER AND FOR THE SERVICE AND SUPPORT WHETHER IN THE HALLAM DIOCESE OR OUTSIDE THE HALLAM DIOCESE BY SUCH MEANS AS AFORESAID OF CHARITABLE WORKS AND OBJECTS PROMOTED BY THE CHURCH.

Defined Area of Benefit:

ROMAN CATHOLIC DIOCESE OF HALLAM

Data Sources