PLYMOUTH DIOCESAN TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 19 August 1964
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £7,555,000
Latest expenditure: £11,050,000
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Diocese Of Plymouth, St. Boniface House, Ashburton, NEWTON ABBOT, Devon, TQ13 7JL

Website recorded by the regulator: http://www.plymouth-diocese.org.uk/ (displayed as text)

02 Activities

What the charity does

The advancement or maintenance of the Roman Catholic religion in the Diocese. The provision of religious services. The education and training of priests. The provision and maintenance of churches, presbyteries and schools. The maintenance and support of priests, the poor and others.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 19 December 2025
Date Accounts Received: 19 December 2025
Total Gross Income: £7,555,000
Total Gross Expenditure: £11,050,000

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 30 January 2025
Date Accounts Received: 30 January 2025
Total Gross Income: £6,296,000
Total Gross Expenditure: £10,125,000

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 31 January 2024
Date Accounts Received: 31 January 2024
Total Gross Income: £7,050,000
Total Gross Expenditure: £16,861,000

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 31 January 2023
Date Accounts Received: 31 January 2023
Total Gross Income: £7,748,000
Total Gross Expenditure: £8,370,000

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 28 January 2022
Date Accounts Received: 28 January 2022
Total Gross Income: £5,844,000
Total Gross Expenditure: £7,144,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 19 December 2025
Total Gross Income: £7,555,000
Total Gross Expenditure: £11,050,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £7
Income From Government Grants: £210,901
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 100001 110000: 1
Count Volunteers: 469

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 30 January 2025
Total Gross Income: £6,296,000
Total Gross Expenditure: £10,125,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £96,700
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 100001 110000: 1
Count Volunteers: 420

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 31 January 2024
Total Gross Income: £7,050,000
Total Gross Expenditure: £16,861,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £6
Income From Government Grants: £93,343
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 90001 100000: 1
Count Volunteers: 427

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 31 January 2023
Total Gross Income: £7,748,000
Total Gross Expenditure: £8,370,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £6
Income From Government Grants: £293,000
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 90001 100000: 1
Count Volunteers: 378

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 28 January 2022
Total Gross Income: £5,844,000
Total Gross Expenditure: £7,144,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £5
Income From Government Grants: £165,781
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Salary Band 80001 90000: 1
Count Volunteers: 441

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 19 December 2025
Income Donations And Legacies: 5227000
Income Other Trading Activities: 133000
Income Charitable Activities: 1026000
Income Investments: 1015000
Income Other: 154000
Income Total Income And Endowments: 7555000
Income Legacies: 576000
Income Endowments: 0
Expenditure Raising Funds: £800,000
Expenditure Charitable Expenditure: £10,250,000
Expenditure Other: 0
Expenditure Total: 11050000
Expenditure Investment Management: 600000
Expenditure Grants Institution: 258000
Expenditure Governance: 93000
Expenditure Support Costs: 4527000
Expenditure Depreciation: 1149000
Gain Loss Investment: -62000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -136000
Gain Loss Other: 0
Reserves: £30,500,000
Assets Total Fixed: 78036000
Assets Own Use: 36879000
Assets Long Term Investment: 41157000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £14,057,000
Assets Total Liabilities: £7,968,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £84,125,000
Creditors One Year Total Current: 7968000
Creditors Falling Due After One Year: 0
Assets Cash: £11,726,000
Funds Endowment: 2587000
Funds Unrestricted: 65778000
Funds Restricted: 15760000
Funds Total: 84125000
Count Employees: 128
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 30 January 2025
Income Donations And Legacies: 3767000
Income Other Trading Activities: 210000
Income Charitable Activities: 1118000
Income Investments: 996000
Income Other: 205000
Income Total Income And Endowments: 6296000
Income Legacies: 241000
Income Endowments: 0
Expenditure Raising Funds: £583,000
Expenditure Charitable Expenditure: £9,542,000
Expenditure Other: 0
Expenditure Total: 10125000
Expenditure Investment Management: 371000
Expenditure Grants Institution: 311000
Expenditure Governance: 106000
Expenditure Support Costs: 4108000
Expenditure Depreciation: 1151000
Gain Loss Investment: 1061000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 17000
Gain Loss Other: 0
Reserves: £35,890,000
Assets Total Fixed: 82281000
Assets Own Use: 36013000
Assets Long Term Investment: 46268000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £13,468,000
Assets Total Liabilities: £7,941,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £87,808,000
Creditors One Year Total Current: 7941000
Creditors Falling Due After One Year: 0
Assets Cash: £11,935,000
Funds Endowment: 2586000
Funds Unrestricted: 69500000
Funds Restricted: 15722000
Funds Total: 87808000
Count Employees: 128
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 31 January 2024
Income Donations And Legacies: 4469000
Income Other Trading Activities: 165000
Income Charitable Activities: 963000
Income Investments: 917000
Income Other: 536000
Income Total Income And Endowments: 7050000
Income Legacies: 1142000
Income Endowments: 0
Expenditure Raising Funds: £573,000
Expenditure Charitable Expenditure: £8,832,000
Expenditure Other: 7456000
Expenditure Total: 16861000
Expenditure Investment Management: 417000
Expenditure Grants Institution: 296000
Expenditure Governance: 74000
Expenditure Support Costs: 3531000
Expenditure Depreciation: 1176000
Gain Loss Investment: -775000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -1554000
Gain Loss Other: 0
Reserves: £39,520,000
Assets Total Fixed: 82449000
Assets Own Use: 33626000
Assets Long Term Investment: 48823000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £15,882,000
Assets Total Liabilities: £7,772,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £90,559,000
Creditors One Year Total Current: 7772000
Creditors Falling Due After One Year: 0
Assets Cash: £13,614,000
Funds Endowment: 2350000
Funds Unrestricted: 72758000
Funds Restricted: 15451000
Funds Total: 90559000
Count Employees: 143
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 31 January 2023
Income Donations And Legacies: 5715000
Income Other Trading Activities: 99000
Income Charitable Activities: 784000
Income Investments: 854000
Income Other: 296000
Income Total Income And Endowments: 7748000
Income Legacies: 798000
Income Endowments: 6000
Expenditure Raising Funds: £473,000
Expenditure Charitable Expenditure: £7,897,000
Expenditure Other: 0
Expenditure Total: 8370000
Expenditure Investment Management: 334000
Expenditure Grants Institution: 331000
Expenditure Governance: 83000
Expenditure Support Costs: 3606000
Expenditure Depreciation: 1145000
Gain Loss Investment: 2468000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 2446000
Gain Loss Other: 0
Reserves: £51,960,000
Assets Total Fixed: 91302000
Assets Own Use: 42119000
Assets Long Term Investment: 49183000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £19,625,000
Assets Total Liabilities: £8,228,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £102,699,000
Creditors One Year Total Current: 7978000
Creditors Falling Due After One Year: 250000
Assets Cash: £17,624,000
Funds Endowment: 2372000
Funds Unrestricted: 84998000
Funds Restricted: 15329000
Funds Total: 102699000
Count Employees: 146
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 28 January 2022
Income Donations And Legacies: 4729000
Income Other Trading Activities: 113000
Income Charitable Activities: 380000
Income Investments: 622000
Income Other: 0
Income Total Income And Endowments: 5844000
Income Legacies: 579000
Income Endowments: 5000
Expenditure Raising Funds: £379,000
Expenditure Charitable Expenditure: £6,765,000
Expenditure Other: 0
Expenditure Total: 7144000
Expenditure Investment Management: 290000
Expenditure Grants Institution: 380000
Expenditure Governance: 67000
Expenditure Support Costs: 2564000
Expenditure Depreciation: 1062000
Gain Loss Investment: 10561000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 621000
Gain Loss Other: 0
Reserves: £50,624,000
Assets Total Fixed: 88170000
Assets Own Use: 37780000
Assets Long Term Investment: 50390000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £17,024,000
Assets Total Liabilities: £6,787,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £98,407,000
Creditors One Year Total Current: 6287000
Creditors Falling Due After One Year: 500000
Assets Cash: £14,101,000
Funds Endowment: 2254000
Funds Unrestricted: 82217000
Funds Restricted: 13936000
Funds Total: 98407000
Count Employees: 138
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Plymouth City
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Devon
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Poole
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Bournemouth
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Torbay
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Cornwall
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Dorset
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

08 Official extract

Charity Event History

Charity Name: PLYMOUTH DIOCESAN TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-08-19T00:00:00

Charity Name: PLYMOUTH DIOCESAN TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2022-09-15T00:00:00
Reason: Removed by application
Assoc Organisation Number: 5131008
Assoc Registered Charity Number: 1183684
Assoc Charity Name: UPLYME COMMUNITY SPONSORSHIP

Charity Name: PLYMOUTH DIOCESAN TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2021-08-17T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 1001129
Assoc Registered Charity Number: 1001129
Assoc Charity Name: KNIGHTS OF SAINT COLUMBA (PROVINCE 35) SEMINARY AMENITY FUND

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 15 APRIL 1931 AS AMENDED BY SCHEMES SEALED 29 NOVEMBER 1971 AND 27 SEPTEMBER 2001 (COMMON INVESTMENT FUND GOVERNED BY A SCHEME SEALED ON 07 FEBRUARY 1977 AS AMENDED BY A FURTHER SCHEME SEALED ON 22 JULY 1991)AS AMENDED BY RESOLUTION DATED 26 OCT 2017 as amended on 08 Dec 2022
Charitable Objects: TO ADVANCE AND MAINTAIN THE ROMAN CATHOLIC RELIGION IN THE ROMAN CATHOLIC DIOCESE OF PLYMOUTH.
Area Of Benefit: ROMAN CATHOLIC DIOCESE OF PLYMOUTH

10 Official extract

Charity Other Names

Charity Name Id: 99983
Charity Name Type: Working name
Charity Name: PLYMOUTH DIOCESE

Charity Name Id: 99990
Charity Name Type: Working name
Charity Name: PRCDTR

Charity Name Id: 99986
Charity Name Type: Working name
Charity Name: PLYMOUTH ROMAN CATHOLIC DIOCESAN TRUSTEES REGISTERED

11 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management

Policy Name: Volunteer management

Policy Name: Investment

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Social media policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Paying staff