01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 21 April 1964
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £7,086,546
- Latest expenditure
- £7,222,068
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: DIOCESE OF MIDDLESBROUGH, 50A THE AVENUE, MIDDLESBROUGH, TS5 6QT
Website recorded by the regulator: www.middlesbrough-diocese.org.uk (displayed as text)
02 Activities
What the charity does
The aims and objectives of the Trust are the advancement or maintenance of the Roman Catholic religion in the Roman Catholic Diocese of Middlesbrough.
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
- 30 October 2026
- Date Accounts Received
- 30 October 2026
- Total Gross Income
- £7,086,546
- Total Gross Expenditure
- £7,222,068
- 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
- 29 October 2025
- Date Accounts Received
- 29 October 2025
- Total Gross Income
- £6,840,076
- Total Gross Expenditure
- £6,586,820
- 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
- 30 October 2024
- Date Accounts Received
- 30 October 2024
- Total Gross Income
- £6,170,389
- Total Gross Expenditure
- £6,229,860
- 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
- £6,139,014
- Total Gross Expenditure
- £5,620,102
- 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
- 15 December 2022
- Date Accounts Received
- 15 December 2022
- Total Gross Income
- £6,611,622
- Total Gross Expenditure
- £5,020,872
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 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 30 October 2026
- Total Gross Income
- £7,086,546
- Total Gross Expenditure
- £7,222,068
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- 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
- Yes
- Employees Salary Over 60k
- Yes
- Count Salary Band 90001 100000
- 2
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 100
- 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
- 29 October 2025
- Total Gross Income
- £6,840,076
- Total Gross Expenditure
- £6,586,820
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- 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 80001 90000
- 2
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 2000
- 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
- 30 October 2024
- Total Gross Income
- £6,170,389
- Total Gross Expenditure
- £6,229,860
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- 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 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 2000
- 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
- £6,139,014
- Total Gross Expenditure
- £5,620,102
- 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
- No
- 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 80001 90000
- 1
- Count Volunteers
- 2000
- 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
- 15 December 2022
- Total Gross Income
- £6,611,622
- Total Gross Expenditure
- £5,020,872
- 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
- £61,538
- 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
- 1
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 2000
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 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 30 October 2026
- Income Donations And Legacies
- 3620212
- Income Other Trading Activities
- 466730
- Income Charitable Activities
- 415522
- Income Investments
- 2445187
- Income Other
- 138895
- Income Total Income And Endowments
- 7086546
- Income Legacies
- 288406
- Income Endowments
- 0
- Expenditure Raising Funds
- £185,768
- Expenditure Charitable Expenditure
- £7,036,300
- Expenditure Other
- 0
- Expenditure Total
- 7222068
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 418322
- Expenditure Depreciation
- 190654
- Gain Loss Investment
- 2173067
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £9,295,215
- Assets Total Fixed
- 57082707
- Assets Own Use
- 9194947
- Assets Long Term Investment
- 47887760
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £20,688,004
- Assets Total Liabilities
- £12,878,227
- Assets Current Investment
- 4461573
- Assets Total Assets And Liabilities
- £64,892,484
- Creditors One Year Total Current
- 12510993
- Creditors Falling Due After One Year
- 367234
- Assets Cash
- £15,309,731
- Funds Endowment
- 0
- Funds Unrestricted
- 59936990
- Funds Restricted
- 4955494
- Funds Total
- 64892484
- Count Employees
- 26
- Consolidated Accounts
- Yes
- 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
- 29 October 2025
- Income Donations And Legacies
- 3343433
- Income Other Trading Activities
- 399906
- Income Charitable Activities
- 452005
- Income Investments
- 2273806
- Income Other
- 370926
- Income Total Income And Endowments
- 6840076
- Income Legacies
- 347676
- Income Endowments
- 0
- Expenditure Raising Funds
- £133,288
- Expenditure Charitable Expenditure
- £6,453,532
- Expenditure Other
- 0
- Expenditure Total
- 6586820
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 84418
- Expenditure Support Costs
- 515033
- Expenditure Depreciation
- 184168
- Gain Loss Investment
- 1888655
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £57,994,466
- Assets Total Fixed
- 55213770
- Assets Own Use
- 9966938
- Assets Long Term Investment
- 45246832
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £22,073,712
- Assets Total Liabilities
- £14,432,543
- Assets Current Investment
- 4294917
- Assets Total Assets And Liabilities
- £62,854,939
- Creditors One Year Total Current
- 14037359
- Creditors Falling Due After One Year
- 395184
- Assets Cash
- £16,742,468
- Funds Endowment
- 0
- Funds Unrestricted
- 57994466
- Funds Restricted
- 4860473
- Funds Total
- 62854939
- Count Employees
- 25
- Charity Only 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
- 30 October 2024
- Income Donations And Legacies
- 3428261
- Income Other Trading Activities
- 343587
- Income Charitable Activities
- 390204
- Income Investments
- 1894713
- Income Other
- 113624
- Income Total Income And Endowments
- 6170389
- Income Legacies
- 600311
- Income Endowments
- 0
- Expenditure Raising Funds
- £119,706
- Expenditure Charitable Expenditure
- £6,110,154
- Expenditure Other
- 0
- Expenditure Total
- 6229860
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 52327
- Expenditure Support Costs
- 442842
- Expenditure Depreciation
- 184488
- Gain Loss Investment
- -749671
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £53,182,729
- Assets Total Fixed
- 53739999
- Assets Own Use
- 10252905
- Assets Long Term Investment
- 43487094
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £18,515,770
- Assets Total Liabilities
- £14,284,087
- Assets Current Investment
- 4498832
- Assets Total Assets And Liabilities
- £57,971,682
- Creditors One Year Total Current
- 13860952
- Creditors Falling Due After One Year
- 423135
- Assets Cash
- £12,730,601
- Funds Endowment
- 0
- Funds Unrestricted
- 53182729
- Funds Restricted
- 4788953
- Funds Total
- 57971682
- Count Employees
- 24
- Charity Only 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
- 3652696
- Income Other Trading Activities
- 259050
- Income Charitable Activities
- 400751
- Income Investments
- 1703756
- Income Other
- 122761
- Income Total Income And Endowments
- 6139014
- Income Legacies
- 799298
- Income Endowments
- 0
- Expenditure Raising Funds
- £50,750
- Expenditure Charitable Expenditure
- £5,569,352
- Expenditure Other
- 0
- Expenditure Total
- 5620102
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 71384
- Expenditure Support Costs
- 417563
- Expenditure Depreciation
- 171840
- Gain Loss Investment
- 1556691
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £54,110,944
- Assets Total Fixed
- 53487453
- Assets Own Use
- 9980194
- Assets Long Term Investment
- 43507259
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £19,464,014
- Assets Total Liabilities
- £14,170,643
- Assets Current Investment
- 4603942
- Assets Total Assets And Liabilities
- £58,780,824
- Creditors One Year Total Current
- 13719557
- Creditors Falling Due After One Year
- 451086
- Assets Cash
- £13,592,181
- Funds Endowment
- 0
- Funds Unrestricted
- 54110944
- Funds Restricted
- 4669880
- Funds Total
- 58780824
- Count Employees
- 25
- Charity Only 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
- 15 December 2022
- Income Donations And Legacies
- 4159240
- Income Other Trading Activities
- 130344
- Income Charitable Activities
- 390771
- Income Investments
- 1507377
- Income Other
- 423890
- Income Total Income And Endowments
- 6611622
- Income Legacies
- 1444629
- Income Endowments
- 0
- Expenditure Raising Funds
- £7,831
- Expenditure Charitable Expenditure
- £5,013,041
- Expenditure Other
- 0
- Expenditure Total
- 5020872
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 116162
- Expenditure Support Costs
- 324645
- Expenditure Depreciation
- 165170
- Gain Loss Investment
- 4135346
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £52,850,203
- Assets Total Fixed
- 51199010
- Assets Own Use
- 9948550
- Assets Long Term Investment
- 41250460
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £17,324,761
- Assets Total Liabilities
- £11,432,906
- Assets Current Investment
- 5272014
- Assets Total Assets And Liabilities
- £57,090,865
- Creditors One Year Total Current
- 11432906
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £10,667,863
- Funds Endowment
- 0
- Funds Unrestricted
- 52850203
- Funds Restricted
- 4240662
- Funds Total
- 57090865
- Count Employees
- 23
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Redcar And Cleveland
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Stockton-on-tees
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Kingston Upon Hull City
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- City Of York
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- East Riding Of Yorkshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- North Yorkshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Middlesbrough
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 115
- Classification Type
- What
- Classification Description
- Human Rights/religious Or Racial Harmony/equality Or Diversity
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 108
- Classification Type
- What
- Classification Description
- Religious Activities
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
08 Official extract
Charity Event History
- Charity Name
- MIDDLESBROUGH DIOCESAN TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1964-04-21T00:00:00
- Charity Name
- MIDDLESBROUGH DIOCESAN TRUST
- Charity Event Order
- 2
- 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
09 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 2/1/1928 AS AMENDED BY DEED OF REVOCATION AND DECLARATION OF TRUSTS DATED 9 OCTOBER 1997
- Charitable Objects
- THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION IN THE ROMAN CATHOLIC DIOCESE OF MIDDLESBOROUGH
- Area Of Benefit
- ROMAN CATHOLIC DIOCESE OF MIDDLESBROUGH
10 Official extract
Charity Policy
- Policy Name
- Risk management
- Policy Name
- Investment
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Conflicting interests
- Policy Name
- Volunteer management
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Complaints policy and procedures