CCEW Charity Commission profile

LIVERPOOL ROMAN CATHOLIC ARCHDIOCESAN TRUST

Registered charity 232709 · organisation 232709

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
23 August 1965
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£0
Latest expenditure
£0
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: LIVERPOOL ARCHDIOCESAN OFFICE, ST MARGARET CLITHEROW CENTRE, CROXTETH DRIVE, LIVERPOOL, L17 1AA

Website recorded by the regulator: www.liverpoolcatholic.org.uk (displayed as text)

02 Activities

What the charity does

To provide support to the clergy in training, ministry and retirementTo support pastoral work in parishes and local communitiesTo support and direct lifelong Christian education in parishes and schoolsTo preserve and invest in the property infrastructure of the Archdiocese and parishes, facilitating worship and enabling the charitable work of the Church to take place

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
23 October 2026
Total Gross Income
£0
Total Gross Expenditure
£0
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
31 October 2025
Date Accounts Received
31 October 2025
Total Gross Income
£38,660,000
Total Gross Expenditure
£44,932,000
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
6 June 2025
Date Accounts Received
6 June 2025
Total Gross Income
£39,497,881
Total Gross Expenditure
£50,656,547
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
31 October 2023
Date Accounts Received
31 October 2023
Total Gross Income
£38,620,950
Total Gross Expenditure
£41,545,710
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
14 July 2023
Date Accounts Received
14 July 2023
Total Gross Income
£35,090,395
Total Gross Expenditure
£36,150,087

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
31 October 2025
Total Gross Income
£38,660,000
Total Gross Expenditure
£44,932,000
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£11,913,085
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
Yes
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Salary Band 70001 80000
3
Count Salary Band 100001 110000
1
Count Salary Band 110001 120000
1
Count Volunteers
1000
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
6 June 2025
Total Gross Income
£39,497,881
Total Gross Expenditure
£50,656,547
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£12,416,967
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
Yes
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
3
Count Salary Band 70001 80000
1
Count Salary Band 90001 100000
1
Count Salary Band 100001 110000
1
Count Volunteers
1000
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
31 October 2023
Total Gross Income
£38,620,950
Total Gross Expenditure
£41,545,710
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£12,862,078
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 60001 70000
6
Count Salary Band 70001 80000
2
Count Salary Band 90001 100000
1
Count Salary Band 100001 110000
1
Count Volunteers
1000
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
14 July 2023
Total Gross Income
£35,090,395
Total Gross Expenditure
£36,150,087
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£5
Income From Government Grants
£12,284,507
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 60001 70000
6
Count Salary Band 70001 80000
2
Count Salary Band 100001 110000
1
Count Volunteers
1000

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
31 October 2025
Income Donations And Legacies
24539000
Income Other Trading Activities
8865000
Income Charitable Activities
876000
Income Investments
4306000
Income Other
74000
Income Total Income And Endowments
38660000
Income Legacies
712000
Income Endowments
0
Expenditure Raising Funds
£9,873,000
Expenditure Charitable Expenditure
£35,059,000
Expenditure Other
0
Expenditure Total
44932000
Expenditure Investment Management
612000
Expenditure Grants Institution
51622
Expenditure Governance
94000
Expenditure Support Costs
2558000
Expenditure Depreciation
1156000
Gain Loss Investment
8527000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
2889000
Gain Loss Other
0
Reserves
£67,002,000
Assets Total Fixed
213472000
Assets Own Use
27010000
Assets Long Term Investment
186462000
Defined Benefit Pension Scheme
0
Assets Other Assets
£23,645,000
Assets Total Liabilities
£18,821,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£218,296,000
Creditors One Year Total Current
18821000
Creditors Falling Due After One Year
0
Assets Cash
£14,202,000
Funds Endowment
0
Funds Unrestricted
183761000
Funds Restricted
34535000
Funds Total
218296000
Count Employees
480
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
6 June 2025
Income Donations And Legacies
23839381
Income Other Trading Activities
9178772
Income Charitable Activities
1140532
Income Investments
5339196
Income Other
0
Income Total Income And Endowments
39497881
Income Legacies
973432
Income Endowments
0
Expenditure Raising Funds
£9,039,556
Expenditure Charitable Expenditure
£41,616,991
Expenditure Other
0
Expenditure Total
50656547
Expenditure Investment Management
432170
Expenditure Grants Institution
33194
Expenditure Governance
134671
Expenditure Support Costs
2337313
Expenditure Depreciation
1255162
Gain Loss Investment
5887725
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
6760809
Gain Loss Other
0
Reserves
£23,187,235
Assets Total Fixed
207824162
Assets Own Use
27815638
Assets Long Term Investment
180008524
Defined Benefit Pension Scheme
0
Assets Other Assets
£23,993,248
Assets Total Liabilities
£18,665,142
Assets Current Investment
0
Assets Total Assets And Liabilities
£213,152,268
Creditors One Year Total Current
18665142
Creditors Falling Due After One Year
0
Assets Cash
£17,751,500
Funds Endowment
0
Funds Unrestricted
183278847
Funds Restricted
29873421
Funds Total
213152268
Count Employees
382
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
31 October 2023
Income Donations And Legacies
24278420
Income Other Trading Activities
9022617
Income Charitable Activities
1221810
Income Investments
3995971
Income Other
102132
Income Total Income And Endowments
38620950
Income Legacies
1138420
Income Endowments
0
Expenditure Raising Funds
£8,961,866
Expenditure Charitable Expenditure
£32,583,844
Expenditure Other
0
Expenditure Total
41545710
Expenditure Investment Management
429991
Expenditure Grants Institution
32082
Expenditure Governance
240610
Expenditure Support Costs
1874434
Expenditure Depreciation
1197191
Gain Loss Investment
-10650048
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
6021388
Gain Loss Other
0
Reserves
£43,853,000
Assets Total Fixed
194741125
Assets Own Use
27950768
Assets Long Term Investment
166790357
Defined Benefit Pension Scheme
0
Assets Other Assets
£31,248,269
Assets Total Liabilities
£14,327,209
Assets Current Investment
0
Assets Total Assets And Liabilities
£211,662,185
Creditors One Year Total Current
14327209
Creditors Falling Due After One Year
0
Assets Cash
£26,551,787
Funds Endowment
0
Funds Unrestricted
179178621
Funds Restricted
32483564
Funds Total
211662185
Count Employees
469
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
14 July 2023
Income Donations And Legacies
22318266
Income Other Trading Activities
6086269
Income Charitable Activities
1650359
Income Investments
4947377
Income Other
88124
Income Total Income And Endowments
35090395
Income Legacies
1385681
Income Endowments
0
Expenditure Raising Funds
£7,345,078
Expenditure Charitable Expenditure
£28,805,009
Expenditure Other
0
Expenditure Total
36150087
Expenditure Investment Management
379478
Expenditure Grants Institution
36888
Expenditure Governance
190796
Expenditure Support Costs
1650136
Expenditure Depreciation
1103208
Gain Loss Investment
13629998
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
5114604
Gain Loss Other
0
Reserves
£81,037,326
Assets Total Fixed
201412214
Assets Own Use
62968881
Assets Long Term Investment
138443333
Defined Benefit Pension Scheme
0
Assets Other Assets
£34,867,981
Assets Total Liabilities
£14,652,235
Assets Current Investment
0
Assets Total Assets And Liabilities
£221,627,960
Creditors One Year Total Current
14652235
Creditors Falling Due After One Year
0
Assets Cash
£30,356,337
Funds Endowment
0
Funds Unrestricted
190981173
Funds Restricted
30646787
Funds Total
221627960
Count Employees
499
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Knowsley
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Merseyside
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Halton
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Isle Of Man
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Liverpool City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Merseyside
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Peru
Parent Geographic Area Type
Continent
Parent Geographic Area Description
South America
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Wigan
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater Manchester
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Warrington
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Lancashire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
St Helens
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Merseyside
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Sefton
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Merseyside
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
306
Classification Type
How
Classification Description
Provides Services

08 Official extract

Charity Event History

Charity Name
LIVERPOOL ROMAN CATHOLIC ARCHDIOCESAN TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1965-08-23T00:00:00
Charity Name
LIVERPOOL ROMAN CATHOLIC ARCHDIOCESAN TRUST
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2012-11-12T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
3972008
Assoc Registered Charity Number
1096399
Assoc Charity Name
THE BOB PARRY LOURDES FOUNDATION
Charity Name
LIVERPOOL ROMAN CATHOLIC ARCHDIOCESAN TRUST
Charity Event Order
5
Event Type
Asset transfer in
Date Of Event
2024-03-28T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
4001217
Assoc Registered Charity Number
1101866
Assoc Charity Name
ST CUTHBERT'S SOCIETY, USHAW
Charity Name
LIVERPOOL ROMAN CATHOLIC ARCHDIOCESAN TRUST
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2017-01-04T00:00:00
Reason
Amalgamated
Assoc Organisation Number
222130
Assoc Registered Charity Number
222130
Assoc Charity Name
THE JOHN RANKIN TRUST FOR LIVERPOOL CATHOLIC CLERGY
Charity Name
LIVERPOOL ROMAN CATHOLIC ARCHDIOCESAN TRUST
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2015-12-17T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
1019976
Assoc Registered Charity Number
1019976
Assoc Charity Name
WIDNES CATHOLIC ACTION GROUP

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 18 MAR 1963AS AMENDED BY DEED DATED 29 JUN 1968AS AMENDED BY SCHEME DATED 13 SEP 1995
Charitable Objects
THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION IN THE DIOCESE IN SUCH WAYS BEING CHARITABLE AS THE ARCHBISHOP SHALL FROM TIME TO TIME DIRECT AND FOR THE SERVICE AND SUPPORT WHETHER IN THE DIOCESE OR OUTSIDE THE DIOCESE IN SUCH WAYS AS AFORESAID OF ANY LAWFUL CHARITABLE PURPOSES WHETHER EDUCATIONAL OR OTHERWISE PROMOTED OR SUPPORTED BY THE CHURCH.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
70542
Charity Name Type
Working name
Charity Name
ARCHDIOCESE OF LIVERPOOL

11 Official extract

Charity Policy

Policy Name
Risk management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Volunteer management
Policy Name
Investment
Policy Name
Paying staff
Policy Name
Complaints handling
Policy Name
Conflicting interests