PORTSMOUTH ROMAN CATHOLIC DIOCESAN TRUST (TRUST PROPERTY) — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 2 March 1966
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 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: Diocesan Office, St. Edmund House, Bishop Crispian Way, PORTSMOUTH, PO1 3QA

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

02 Activities

What the charity does

The advancement of the Roman Catholic religion in the Diocese of Portsmouth through its parishes, schools and other works.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 September 2024
Fin Period End Date: 31 August 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 June 2026
Date Annual Return Received: 16 June 2026
Total Gross Income: £0
Total Gross Expenditure: £0

Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 June 2025
Date Annual Return Received: 23 May 2025
Total Gross Income: £0
Total Gross Expenditure: £0

Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 June 2024
Date Annual Return Received: 19 June 2024
Date Accounts Received: 19 June 2024
Total Gross Income: £5,254,521
Total Gross Expenditure: £86,099,252

Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 June 2023
Date Annual Return Received: 1 June 2023
Date Accounts Received: 1 June 2023
Total Gross Income: £14,550,908
Total Gross Expenditure: £14,833,375

Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 June 2022
Date Annual Return Received: 30 June 2022
Date Accounts Received: 30 June 2022
Total Gross Income: £14,213,442
Total Gross Expenditure: £12,982,899

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Due Date: 30 June 2024
Ar Received Date: 19 June 2024
Total Gross Income: £5,254,521
Total Gross Expenditure: £86,099,252
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: 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: No
Count Volunteers: 5000

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 1 June 2023
Total Gross Income: £14,550,908
Total Gross Expenditure: £14,833,375
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: Yes
Charity Agreement Professional Fundraiser: Yes
Charity Commercial Participator: Yes
Charity Agreement Commerical Participator: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £4
Income From Government Grants: £23,721
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 70001 80000: 1
Count Salary Band 80001 90000: 1
Count Salary Band 90001 100000: 1
Count Volunteers: 2328

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Due Date: 30 June 2022
Ar Received Date: 30 June 2022
Total Gross Income: £14,213,442
Total Gross Expenditure: £12,982,899
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: Yes
Charity Agreement Professional Fundraiser: Yes
Charity Commercial Participator: Yes
Charity Agreement Commerical Participator: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £28
Income From Government Grants: £1,009,394
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: 3
Count Salary Band 70001 80000: 1
Count Salary Band 80001 90000: 0
Count Salary Band 90001 100000: 1
Count Volunteers: 2500

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Due Date: 30 June 2024
Ar Received Date: 19 June 2024
Income Donations And Legacies: 4449090
Income Other Trading Activities: 475215
Income Charitable Activities: 0
Income Investments: 324977
Income Other: 5239
Income Total Income And Endowments: 5254521
Income Legacies: 72884
Income Endowments: 0
Expenditure Raising Funds: £90,032
Expenditure Charitable Expenditure: £4,509,960
Expenditure Other: 81499260
Expenditure Total: 86099252
Expenditure Investment Management: 17658
Expenditure Grants Institution: 11078
Expenditure Governance: 66024
Expenditure Support Costs: 489766
Expenditure Depreciation: 282968
Gain Loss Investment: -374663
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £0
Assets Total Liabilities: £0
Assets Current Investment: 0
Assets Total Assets And Liabilities: £0
Creditors One Year Total Current: 0
Creditors Falling Due After One Year: 0
Assets Cash: £0
Funds Endowment: 0
Funds Unrestricted: 0
Funds Restricted: 0
Funds Total: 0
Count Employees: 217
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 1 June 2023
Income Donations And Legacies: 12549831
Income Other Trading Activities: 182366
Income Charitable Activities: 897023
Income Investments: 883794
Income Other: 37894
Income Total Income And Endowments: 14550908
Income Legacies: 650854
Income Endowments: 0
Expenditure Raising Funds: £273,305
Expenditure Charitable Expenditure: £14,560,070
Expenditure Other: 0
Expenditure Total: 14833375
Expenditure Investment Management: 72955
Expenditure Grants Institution: 0
Expenditure Governance: 253651
Expenditure Support Costs: 1948262
Expenditure Depreciation: 976189
Gain Loss Investment: 4715367
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 78999792
Assets Own Use: 41087658
Assets Long Term Investment: 37912134
Defined Benefit Pension Scheme: 0
Assets Other Assets: £12,043,295
Assets Total Liabilities: £10,198,355
Assets Current Investment: 0
Assets Total Assets And Liabilities: £80,844,732
Creditors One Year Total Current: 6652044
Creditors Falling Due After One Year: 3546311
Assets Cash: £10,787,078
Funds Endowment: 990201
Funds Unrestricted: 75351372
Funds Restricted: 4503159
Funds Total: 80844732
Count Employees: 216
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Due Date: 30 June 2022
Ar Received Date: 30 June 2022
Income Donations And Legacies: 12145868
Income Other Trading Activities: 989537
Income Charitable Activities: 0
Income Investments: 953753
Income Other: 124284
Income Total Income And Endowments: 14213442
Income Legacies: 829273
Income Endowments: 0
Expenditure Raising Funds: £359,895
Expenditure Charitable Expenditure: £12,623,004
Expenditure Other: 0
Expenditure Total: 12982899
Expenditure Investment Management: 61007
Expenditure Grants Institution: 0
Expenditure Governance: 239276
Expenditure Support Costs: 1898806
Expenditure Depreciation: 907399
Gain Loss Investment: 6712453
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 75743516
Assets Own Use: 42201135
Assets Long Term Investment: 33542381
Defined Benefit Pension Scheme: 0
Assets Other Assets: £10,558,084
Assets Total Liabilities: £9,889,769
Assets Current Investment: 0
Assets Total Assets And Liabilities: £76,411,831
Creditors One Year Total Current: 4721634
Creditors Falling Due After One Year: 5168135
Assets Cash: £9,411,965
Funds Endowment: 808419
Funds Unrestricted: 71658832
Funds Restricted: 3944580
Funds Total: 76411831
Count Employees: 242
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Guernsey
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Jersey
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout England
Welsh Ind: No

07 Official extract

Charity Classification

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

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

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

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

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

08 Official extract

Charity Event History

Charity Name: PORTSMOUTH ROMAN CATHOLIC DIOCESAN TRUST (TRUST PROPERTY)
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1966-03-02T00:00:00

Charity Name: PORTSMOUTH ROMAN CATHOLIC DIOCESAN TRUST (TRUST PROPERTY)
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 OF 04/09/1934, SCHEME OF 04/02/36, ORDER OF 14/08/2002, SCHEME OF 03/09/02, DEED OF REVOCATION & TRUST DEED OF 05/12/02, DEED OF VARIATION OF 07/04/04. REPORTING CHARITY LINKED TO CHARITY REG NO 246872 BY UNITING DIRECTION OF 20/07/01.
Charitable Objects: TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE ROMAN CATHOLIC CHURCH IN THE ROMAN CATHOLIC DIOCESE OF PORTSMOUTH.
Area Of Benefit: GREAT BRITAIN AND ABROAD

10 Official extract

Charity Other Names

Charity Name Id: 296814
Charity Name Type: Previous name
Charity Name: ST MARY'S MISSION

Charity Name Id: 296798
Charity Name Type: Previous name
Charity Name: PORTSMOUTH ROMAN CATHOLIC DIOCESAN TRUST (TRUST PROPERTY)

Charity Name Id: 296842
Charity Name Type: Working name
Charity Name: THE PORTSMOUTH DIOCESAN TRUST

Charity Name Id: 296767
Charity Name Type: Previous name
Charity Name: PORTSMOUTH ROMAN CATHOLIC DIOCESAN (TRUST PROPERTY)

11 Official extract

Charity Policy

Policy Name: Paying staff

Policy Name: Volunteer management

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment