CATHOLIC TRUST FOR ENGLAND AND WALES — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Charitable company
Registered: 12 May 2003
Removed: Not supplied
Company number supplied: 04734592
Financial period: 1 January 2024 – 31 December 2024
Latest income: £10,908,897
Latest expenditure: £10,581,730
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 39 ECCLESTON SQUARE, LONDON, SW1V 1BX

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

02 Activities

What the charity does

To promote the Catholic religion principally, but not exclusively, in England and Wales.

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: 6 January 2026
Date Accounts Received: 6 January 2026
Total Gross Income: £10,908,897
Total Gross Expenditure: £10,581,730

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: £9,493,066
Total Gross Expenditure: £10,236,663

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: £9,178,319
Total Gross Expenditure: £9,745,761

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: 29 September 2022
Date Accounts Received: 29 September 2022
Total Gross Income: £10,752,542
Total Gross Expenditure: £11,290,851

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: 5 October 2021
Date Accounts Received: 5 October 2021
Total Gross Income: £13,377,674
Total Gross Expenditure: £11,944,830

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: 6 January 2026
Total Gross Income: £10,908,897
Total Gross Expenditure: £10,581,730
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: 2
Count Salary Band 70001 80000: 3
Count Salary Band 100001 110000: 2
Count Volunteers: 0

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: 30 October 2024
Total Gross Income: £9,493,066
Total Gross Expenditure: £10,236,663
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: 4
Count Salary Band 70001 80000: 2
Count Salary Band 80001 90000: 2
Count Salary Band 90001 100000: 1
Count Salary Band 100001 110000: 1
Count Volunteers: 0

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: £9,178,319
Total Gross Expenditure: £9,745,761
Charity Raises Funds From Public: No
Grant Making Is Main Activity: 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 60001 70000: 1
Count Salary Band 70001 80000: 3
Count Salary Band 80001 90000: 1
Count Salary Band 90001 100000: 1
Count Salary Band 100001 110000: 1
Count Volunteers: 0

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: 29 September 2022
Total Gross Income: £10,752,542
Total Gross Expenditure: £11,290,851
Charity Raises Funds From Public: No
Grant Making Is Main Activity: 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 60001 70000: 2
Count Salary Band 70001 80000: 2
Count Salary Band 90001 100000: 2
Count Volunteers: 0

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: 5 October 2021
Total Gross Income: £13,377,674
Total Gross Expenditure: £11,944,830
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: 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 60001 70000: 2
Count Salary Band 70001 80000: 3
Count Salary Band 80001 90000: 1
Count Salary Band 90001 100000: 2
Count Volunteers: 0

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: 6 January 2026
Income Donations And Legacies: 2892668
Income Other Trading Activities: 2072817
Income Charitable Activities: 1598973
Income Investments: 1383277
Income Other: 2961162
Income Total Income And Endowments: 10908897
Income Legacies: 202693
Income Endowments: 0
Expenditure Raising Funds: £177,218
Expenditure Charitable Expenditure: £8,674,621
Expenditure Other: 1729891
Expenditure Total: 10581730
Expenditure Investment Management: 177218
Expenditure Grants Institution: 798941
Expenditure Governance: 218734
Expenditure Support Costs: 1001407
Expenditure Depreciation: 320223
Gain Loss Investment: 1266044
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £45,013,121
Assets Total Fixed: 48261546
Assets Own Use: 11156320
Assets Long Term Investment: 37105226
Defined Benefit Pension Scheme: 0
Assets Other Assets: £13,560,014
Assets Total Liabilities: £11,054,986
Assets Current Investment: 0
Assets Total Assets And Liabilities: £50,766,574
Creditors One Year Total Current: 10826306
Creditors Falling Due After One Year: 228680
Assets Cash: £8,123,636
Funds Endowment: 0
Funds Unrestricted: 45818349
Funds Restricted: 4948225
Funds Total: 50766574
Count Employees: 117
Consolidated 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: 30 October 2024
Income Donations And Legacies: 1907476
Income Other Trading Activities: 2191102
Income Charitable Activities: 1438836
Income Investments: 1183278
Income Other: 2772374
Income Total Income And Endowments: 9493066
Income Legacies: 21161
Income Endowments: 0
Expenditure Raising Funds: £212,179
Expenditure Charitable Expenditure: £7,890,154
Expenditure Other: 2134330
Expenditure Total: 10236663
Expenditure Investment Management: 212179
Expenditure Grants Institution: 0
Expenditure Governance: 78275
Expenditure Support Costs: 1375317
Expenditure Depreciation: 336457
Gain Loss Investment: 819585
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £6,006,897
Assets Total Fixed: 47048210
Assets Own Use: 11429534
Assets Long Term Investment: 35618676
Defined Benefit Pension Scheme: 0
Assets Other Assets: £11,933,956
Assets Total Liabilities: £9,808,803
Assets Current Investment: 0
Assets Total Assets And Liabilities: £49,173,363
Creditors One Year Total Current: 9658803
Creditors Falling Due After One Year: 150000
Assets Cash: £4,005,897
Funds Endowment: 0
Funds Unrestricted: 43068489
Funds Restricted: 6104874
Funds Total: 49173363
Count Employees: 120
Consolidated 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: 4482990
Income Other Trading Activities: 2043782
Income Charitable Activities: 1500209
Income Investments: 968482
Income Other: 182856
Income Total Income And Endowments: 9178319
Income Legacies: 35243
Income Endowments: 0
Expenditure Raising Funds: £222,436
Expenditure Charitable Expenditure: £7,403,633
Expenditure Other: 2119692
Expenditure Total: 9745761
Expenditure Investment Management: 180486
Expenditure Grants Institution: 349962
Expenditure Governance: 80725
Expenditure Support Costs: 1344115
Expenditure Depreciation: 394391
Gain Loss Investment: -5333013
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £6,503,726
Assets Total Fixed: 46699407
Assets Own Use: 11716494
Assets Long Term Investment: 34982913
Defined Benefit Pension Scheme: 0
Assets Other Assets: £11,604,724
Assets Total Liabilities: £9,206,754
Assets Current Investment: 0
Assets Total Assets And Liabilities: £49,097,377
Creditors One Year Total Current: 9206754
Creditors Falling Due After One Year: 0
Assets Cash: £7,379,573
Funds Endowment: 0
Funds Unrestricted: 44147315
Funds Restricted: 4950062
Funds Total: 49097377
Count Employees: 93
Consolidated 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: 29 September 2022
Income Donations And Legacies: 7237245
Income Other Trading Activities: 1394729
Income Charitable Activities: 1120887
Income Investments: 794651
Income Other: 205030
Income Total Income And Endowments: 10752542
Income Legacies: 17346
Income Endowments: 0
Expenditure Raising Funds: £257,198
Expenditure Charitable Expenditure: £9,797,277
Expenditure Other: 1236376
Expenditure Total: 11290851
Expenditure Investment Management: 198887
Expenditure Grants Institution: 3802445
Expenditure Governance: 23616
Expenditure Support Costs: 1264401
Expenditure Depreciation: 382670
Gain Loss Investment: 3899365
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,460,928
Assets Total Fixed: 51880920
Assets Own Use: 11637326
Assets Long Term Investment: 40243594
Defined Benefit Pension Scheme: 0
Assets Other Assets: £13,173,462
Assets Total Liabilities: £10,056,550
Assets Current Investment: 0
Assets Total Assets And Liabilities: £54,997,832
Creditors One Year Total Current: 10056550
Creditors Falling Due After One Year: 0
Assets Cash: £6,737,635
Funds Endowment: 0
Funds Unrestricted: 49646214
Funds Restricted: 5351618
Funds Total: 54997832
Count Employees: 96
Consolidated 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: 5 October 2021
Income Donations And Legacies: 10436499
Income Other Trading Activities: 962241
Income Charitable Activities: 857078
Income Investments: 630528
Income Other: 491328
Income Total Income And Endowments: 13377674
Income Legacies: 128678
Income Endowments: 0
Expenditure Raising Funds: £288,048
Expenditure Charitable Expenditure: £10,891,928
Expenditure Other: 764854
Expenditure Total: 11944830
Expenditure Investment Management: 172212
Expenditure Grants Institution: 4083549
Expenditure Governance: 17570
Expenditure Support Costs: 1243071
Expenditure Depreciation: 421168
Gain Loss Investment: 1232753
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,953,969
Assets Total Fixed: 46235803
Assets Own Use: 11819833
Assets Long Term Investment: 34415970
Defined Benefit Pension Scheme: 0
Assets Other Assets: £14,517,997
Assets Total Liabilities: £9,117,024
Assets Current Investment: 0
Assets Total Assets And Liabilities: £51,636,776
Creditors One Year Total Current: 9117024
Creditors Falling Due After One Year: 0
Assets Cash: £8,711,505
Funds Endowment: 0
Funds Unrestricted: 46320839
Funds Restricted: 5315937
Funds Total: 51636776
Count Employees: 106
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

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

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

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

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

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

08 Official extract

Charity Event History

Charity Name: CATHOLIC TRUST FOR ENGLAND AND WALES
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2017-04-13T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 328705
Assoc Registered Charity Number: 328705
Assoc Charity Name: THE CATHOLIC STUDENTS' TRUST OF ENGLAND AND WALES

Charity Name: CATHOLIC TRUST FOR ENGLAND AND WALES
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-05-12T00:00:00

Charity Name: CATHOLIC TRUST FOR ENGLAND AND WALES
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2018-10-04T00:00:00
Reason: Amalgamated
Assoc Organisation Number: 265835
Assoc Registered Charity Number: 265835
Assoc Charity Name: THE CATHOLIC FUND FOR CHAPLAINCIES IN HIGHER EDUCATION

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 15TH APRIL 2003.
Charitable Objects: THE OBJECT OF THE CHARITY IS THE ADVANCEMENT PRIMARILY (BUT NOT EXCLUSIVELY) IN ENGLAND AND WALES OF THE THE ROMAN CATHOLIC RELIGION("THE OBJECTS")
Area Of Benefit: NATIONAL

10 Official extract

Charity Other Names

Charity Name Id: 471615
Charity Name Type: Working name
Charity Name: CATHOLIC BISHOPS' CONFERENCE OF ENGLAND AND WALES

11 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Paying staff

Policy Name: Financial reserves policy and procedures

Policy Name: Investment