CCEW Charity Commission profile

BIRMINGHAM DIOCESAN TRUST

Registered charity 234216 · organisation 234216

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
14 October 1966
Removed
Not supplied
Financial period
1 January 2024 – 31 December 2024
Latest income
£24,182,000
Latest expenditure
£25,871,000
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Treasurer's Dept, 3rd Floor, Cathedral House, St Chad's Queensway, Birmingham

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

02 Activities

What the charity does

Provision of religious services, maintenance of church, school and related property. Maintenance and support of clergy. Education. Relief of sick and poor catholics and other associated works of charity.

03 Official extract

Charity Annual Return History

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
£24,182,000
Total Gross Expenditure
£25,871,000
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
24 October 2024
Date Accounts Received
24 October 2024
Total Gross Income
£23,709,000
Total Gross Expenditure
£25,051,000
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
24 October 2023
Date Accounts Received
24 October 2023
Total Gross Income
£20,135,000
Total Gross Expenditure
£22,148,000
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
31 October 2022
Date Accounts Received
31 October 2022
Total Gross Income
£18,295,000
Total Gross Expenditure
£22,867,000
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Cycle Reference
AR20
Reporting Due Date
31 October 2021
Date Annual Return Received
22 October 2021
Date Accounts Received
22 October 2021
Total Gross Income
£19,486,000
Total Gross Expenditure
£23,853,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
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
£24,182,000
Total Gross Expenditure
£25,871,000
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£12
Income From Government Grants
£378,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
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
1
Count Salary Band 90001 100000
1
Count Volunteers
9450
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
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
24 October 2024
Total Gross Income
£23,709,000
Total Gross Expenditure
£25,051,000
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£10
Income From Government Grants
£270,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
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
4
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
9300
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
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
24 October 2023
Total Gross Income
£20,135,000
Total Gross Expenditure
£22,148,000
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
£33
Income From Government Grants
£205,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
4
Count Salary Band 70001 80000
1
Count Salary Band 80001 90000
1
Count Volunteers
7700
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
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
31 October 2022
Total Gross Income
£18,295,000
Total Gross Expenditure
£22,867,000
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
£14
Income From Government Grants
£806,995
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 70001 80000
5
Count Volunteers
4500
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
22 October 2021
Total Gross Income
£19,486,000
Total Gross Expenditure
£23,853,000
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
£18
Income From Government Grants
£651,825
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
5
Count Salary Band 70001 80000
1
Count Salary Band 80001 90000
1
Count Volunteers
4400

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
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
14492000
Income Other Trading Activities
1249000
Income Charitable Activities
3125000
Income Investments
3301000
Income Other
2015000
Income Total Income And Endowments
24182000
Income Legacies
1373000
Income Endowments
0
Expenditure Raising Funds
£946,000
Expenditure Charitable Expenditure
£24,925,000
Expenditure Other
0
Expenditure Total
25871000
Expenditure Investment Management
786000
Expenditure Grants Institution
468000
Expenditure Governance
466000
Expenditure Support Costs
11567000
Expenditure Depreciation
1303000
Gain Loss Investment
6132000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£21,100,000
Assets Total Fixed
120871000
Assets Own Use
50607000
Assets Long Term Investment
70264000
Defined Benefit Pension Scheme
0
Assets Other Assets
£8,038,000
Assets Total Liabilities
£6,208,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£122,701,000
Creditors One Year Total Current
6173000
Creditors Falling Due After One Year
35000
Assets Cash
£4,250,000
Funds Endowment
2402000
Funds Unrestricted
108963000
Funds Restricted
11336000
Funds Total
122701000
Count Employees
356
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
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
24 October 2024
Income Donations And Legacies
13554000
Income Other Trading Activities
1103000
Income Charitable Activities
2900000
Income Investments
3263000
Income Other
2889000
Income Total Income And Endowments
23709000
Income Legacies
1182000
Income Endowments
0
Expenditure Raising Funds
£680,000
Expenditure Charitable Expenditure
£24,371,000
Expenditure Other
0
Expenditure Total
25051000
Expenditure Investment Management
520000
Expenditure Grants Institution
547000
Expenditure Governance
313000
Expenditure Support Costs
24371000
Expenditure Depreciation
1289000
Gain Loss Investment
2047000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£55,275,000
Assets Total Fixed
116829000
Assets Own Use
50633000
Assets Long Term Investment
66196000
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,080,000
Assets Total Liabilities
£5,651,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£118,258,000
Creditors One Year Total Current
5616000
Creditors Falling Due After One Year
35000
Assets Cash
£3,546,000
Funds Endowment
2253000
Funds Unrestricted
105235000
Funds Restricted
10770000
Funds Total
118258000
Count Employees
306
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
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
24 October 2023
Income Donations And Legacies
13675000
Income Other Trading Activities
1004000
Income Charitable Activities
2412000
Income Investments
2860000
Income Other
184000
Income Total Income And Endowments
20135000
Income Legacies
2387000
Income Endowments
0
Expenditure Raising Funds
£642,000
Expenditure Charitable Expenditure
£21,506,000
Expenditure Other
0
Expenditure Total
22148000
Expenditure Investment Management
470000
Expenditure Grants Institution
544000
Expenditure Governance
170000
Expenditure Support Costs
9267000
Expenditure Depreciation
1270000
Gain Loss Investment
-3131000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£23,200,000
Assets Total Fixed
115182000
Assets Own Use
49809000
Assets Long Term Investment
65373000
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,759,000
Assets Total Liabilities
£5,388,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£117,553,000
Creditors One Year Total Current
5353000
Creditors Falling Due After One Year
35000
Assets Cash
£4,557,000
Funds Endowment
2094000
Funds Unrestricted
105275000
Funds Restricted
10184000
Funds Total
117553000
Count Employees
311
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
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
31 October 2022
Income Donations And Legacies
12928000
Income Other Trading Activities
988000
Income Charitable Activities
1633000
Income Investments
2544000
Income Other
202000
Income Total Income And Endowments
18295000
Income Legacies
1664000
Income Endowments
0
Expenditure Raising Funds
£648,000
Expenditure Charitable Expenditure
£22,219,000
Expenditure Other
0
Expenditure Total
22867000
Expenditure Investment Management
496000
Expenditure Grants Institution
679000
Expenditure Governance
170000
Expenditure Support Costs
10063000
Expenditure Depreciation
1282000
Gain Loss Investment
7434000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£24,700,000
Assets Total Fixed
118684000
Assets Own Use
51029000
Assets Long Term Investment
67655000
Defined Benefit Pension Scheme
0
Assets Other Assets
£8,444,000
Assets Total Liabilities
£4,431,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£122,697,000
Creditors One Year Total Current
4395000
Creditors Falling Due After One Year
36000
Assets Cash
£5,138,000
Funds Endowment
2481000
Funds Unrestricted
110539000
Funds Restricted
9677000
Funds Total
122697000
Count Employees
310
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
22 October 2021
Income Donations And Legacies
11294000
Income Other Trading Activities
941000
Income Charitable Activities
1636000
Income Investments
2663000
Income Other
2952000
Income Total Income And Endowments
19486000
Income Legacies
715000
Income Endowments
0
Expenditure Raising Funds
£604,000
Expenditure Charitable Expenditure
£23,249,000
Expenditure Other
0
Expenditure Total
23853000
Expenditure Investment Management
455000
Expenditure Grants Institution
929000
Expenditure Governance
419000
Expenditure Support Costs
10172000
Expenditure Depreciation
1275000
Gain Loss Investment
2546000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£24,200,000
Assets Total Fixed
116302000
Assets Own Use
49749000
Assets Long Term Investment
66553000
Defined Benefit Pension Scheme
0
Assets Other Assets
£8,774,000
Assets Total Liabilities
£5,241,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£119,835,000
Creditors One Year Total Current
5205000
Creditors Falling Due After One Year
36000
Assets Cash
£6,287,000
Funds Endowment
2284000
Funds Unrestricted
107636000
Funds Restricted
9915000
Funds Total
119835000
Count Employees
328
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Dudley
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Wolverhampton
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Coventry City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Oxfordshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Sandwell
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Birmingham City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Staffordshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Solihull
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Warwickshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Walsall
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
108
Classification Type
What
Classification Description
Religious Activities

08 Official extract

Charity Event History

Charity Name
BIRMINGHAM DIOCESAN TRUST
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2017-06-19T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
1042569
Assoc Registered Charity Number
1042569
Assoc Charity Name
ST WULSTAN'S PRESCHOOL
Charity Name
BIRMINGHAM DIOCESAN TRUST
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2014-03-26T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
3951232
Assoc Registered Charity Number
1070256
Assoc Charity Name
FRIENDS OF CHURCH OF ST BIRINUS
Charity Name
BIRMINGHAM DIOCESAN TRUST
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2023-05-19T00:00:00
Reason
Amalgamated
Assoc Organisation Number
257147
Assoc Registered Charity Number
257147
Assoc Charity Name
CRUSADE OF THE HOLY SPIRIT
Charity Name
BIRMINGHAM DIOCESAN TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1966-10-14T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
DECLARATION OF TRUST DATED 3 JULY 1931 AS AMENDED BY ORDER DATED 13 DECEMBER 2004AS AMENDED BY RESOLUTION DATED 22 SEP 2017AS AMENDED ON 12 JAN 2018AS AMENDED BY RESOLUTION DATED 22 JAN 2021AS AMENDED BY RESOLUTION DATED 30 APR 2021
Charitable Objects
THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION IN THE ROMAN CATHOLIC DIOCESE OF BIRMINGHAM.
Area Of Benefit
THE ROMAN CATHOLIC DIOCESE OF BIRMINGHAM

10 Official extract

Charity Other Names

Charity Name Id
94703
Charity Name Type
Working name
Charity Name
BRCDTR
Charity Name Id
94727
Charity Name Type
Working name
Charity Name
R C ARCHDIOCESE OF BIRMINGHAM

11 Official extract

Charity Policy

Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Conflicting interests
Policy Name
Volunteer management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Paying staff
Policy Name
Complaints handling
Policy Name
Risk management