CLIFTON DIOCESE

Charity number: 1170168
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The advancement of the Roman Catholic religion throughout the Diocese of Clifton. The provision of pastoral and charitiable services in Roman Catholic parishes and within local communities. The provisoin of education through catholic and ecumenical schools and programmes of adult formation.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£11,290,000

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Donations and legacies £6.22m
Charitable activities £2.66m
Other trading activities £0
Investments £897.00k
Other £1.51m

Total expenditure:
£13,373,000

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Raising funds £0
Charitable activities £13.37m
Other £0

£753,000 investments gains (losses)

Total income includes £1,000 from 1 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £0
Charitable expenditure £13.37m

People

149 Employee(s)

13 Trustee(s)

3000 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 3
£70k to £80k 1
£90k to £100k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • Gloucestershire
  • North Somerset
  • Somerset
  • South Gloucestershire
  • Swindon
  • Wiltshire

Governance

Registration history:
  • 26 February 2001: Standard registration
Organisation type:
Charitable company
Other names:
  • ROMAN CATHOLIC DIOCESE OF CLIFTON (Working name)
Company number:
10462076 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev John Bosco MacDonald Chair 08 May 2024
None on record
Nicholas Morrell Trustee 08 April 2025
None on record
Sara Marsh Trustee 07 February 2024
ST URSULA'S HIGH SCHOOL TRUST
John Francis Shipsey Trustee 02 February 2024
None on record
Ann Marie Wykes Trustee 12 December 2023
None on record
Marie-Louise McDonald Trustee 12 December 2023
GLOUCESTERSHIRE ACTION FOR REFUGEES AND ASYLUM SEEKERS
Received: On time
Stephen John Boughton Trustee 31 August 2022
None on record
Patrick Michael Graves Trustee 31 August 2022
None on record
Richard Charles Stannard Ashby Trustee 10 May 2021
None on record
Rev DAVID ROBERT MILLS Trustee 15 January 2018
None on record
REV CANON RICHARD DWYER Trustee 15 January 2018
None on record
REV CANON JOHN CUNNINGHAM Trustee 15 January 2018
None on record
Rev Mgr Canon William Slattery Trustee 15 January 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £11.44m £7.60m £14.41m £12.03m £11.29m
Total expenditure £11.53m £8.81m £9.68m £10.52m £13.37m
Income from government contracts N/A N/A N/A £2.00k £1.00k
Income from government grants N/A £261.00k £144.00k N/A N/A
Income - Donations and legacies £6.57m £4.83m £4.98m £8.74m £6.22m
Income - Other trading activities £156.00k £6.00k £0 £0 £0
Income - Charitable activities £2.67m £1.67m £2.02m £2.28m £2.66m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £448.00k £458.00k £408.00k £525.00k £897.00k
Income - Other £1.60m £624.00k £7.00m £482.00k £1.51m
Income - Legacies £508.65k £182.00k £41.00k £3.57m £358.00k
Expenditure - Charitable activities £11.50m £8.78m £9.65m £10.52m £13.37m
Expenditure - Raising funds £33.00k £34.00k £32.00k £2.00k £0
Expenditure - Governance £31.53k £37.62k £73.18k £56.84k £52.58k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £15.80m £15.30m £17.25m £18.41m £17.90m
Long-term investments £13.51m £15.30m £16.67m £16.42m £18.20m
Other assets £24.40m £23.40m £21.35m £21.10m £19.16m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £6.55m £7.18m £2.21m £2.84m £2.82m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 22 October 2024 On time
Accounts and TAR 31 December 2023 22 October 2024 On time Download Open in new window
Annual return 31 December 2022 24 October 2023 On time
Accounts and TAR 31 December 2022 24 October 2023 On time Download Open in new window
Annual return 31 December 2021 06 October 2022 On time
Accounts and TAR 31 December 2021 06 October 2022 On time Download Open in new window
Annual return 31 December 2020 26 October 2021 On time
Accounts and TAR 31 December 2020 26 October 2021 On time Download Open in new window
Annual return 31 December 2019 13 October 2020 On time
Accounts and TAR 31 December 2019 13 October 2020 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 03 NOV 2016 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14 DEC 2017

Charitable objects

THE CHARITY'S OBJECTS ARE ANY SUCH CHARITABLE PURPOSE OR PURPOSES FOR THE PUBLIC BENEFIT AS IN THE OPINION OF THE BISHOP MAY BE CONDUCIVE (WHETHER IN THE DIOCESE OF ELSEWHERE) TO: (A) THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION; (B) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN ACCORDANCE WITH THE PRINCIPLES AND DOCTRINES OF THE ROMAN CATHOLIC RELIGION PARTICULARLY BY THE PROVISION AND SUPPORT OF SCHOOLS AND OTHER EDUCATIONAL ESTABLISHMENTS THAT: (I) ARE CONDUCTED IN ACCORDANCE WITH THE PRINCIPLES AND SUBJECT TO THE REGULATIONS AND DISCIPLINE OF THE ROMAN CATHOLIC CHURCH; AND (II) GIVE PREFERENCE TO THE EDUCATION OF ROMAN CATHOLIC CHILDREN OR THE CHILDREN OF ROMAN CATHOLICS; (C) PURELY AS ANCILLARY TO (B) ABOVE, FACILITIES FOR THE EDUCATION OF THE PUBLIC; BY SUCH MEANS AS THE DIRECTORS, WITH THE APPROVAL OF THE BISHOP, SHALL THINK FIT.

Linked charities

Linked charities
Linked charity 1170168-6 CLIFTON DIOCESAN COMMON INVESTMENT FUND
Governing document
SCHEME OF THE CHARITY COMMISSIONERS DATED 23 JUNE 1964 AND 3 MAY 1990.
Charitable objects
INVESTMENT FUND FOR THE CHARITIES SPECIFIED IN THE SCHEME AND CHARITABLE TRUSTS ADMINISTERED BY THE CLIFTON CATHOLIC DIOCESAN TRUSTEES REGISTERED
Area of benefit
CLIFTON, BRISTOL.
Registration history
  • 26 February 2001 : Standard registration

Contact information

Address:
CLIFTON DIOCESE
ALEXANDER HOUSE
160 PENNYWELL ROAD
BRISTOL
BS5 0TX
Phone:
01179025598
Email:
clifton.admin@cliftondiocese.com
Website:

www.cliftondiocese.com Open in new window