CCEW Charity Commission profile

ROMAN CATHOLIC DIOCESE OF HALLAM TRUST

Registered charity 512021 · organisation 512021

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
16 November 1981
Removed
Not supplied
Company number supplied
01593544
Financial period
1 January 2025 – 31 December 2025
Latest income
£5,562,747
Latest expenditure
£6,400,737
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: HALLAM PASTORAL CENTRE, ST. CHARLES STREET, SHEFFIELD, S9 3WU

Website recorded by the regulator: www.hallam-diocese.com (displayed as text)

02 Activities

What the charity does

The advancement of the Roman Catholic faith in the Diocese of Hallam through its parishes, schools and charitable works.

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
28 October 2026
Date Accounts Received
28 October 2026
Total Gross Income
£5,562,747
Total Gross Expenditure
£6,400,737
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
£6,199,812
Total Gross Expenditure
£5,962,377
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
11 December 2024
Date Accounts Received
11 December 2024
Total Gross Income
£5,529,624
Total Gross Expenditure
£6,047,218
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
23 January 2024
Date Accounts Received
23 January 2024
Total Gross Income
£4,874,325
Total Gross Expenditure
£5,415,684
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
28 February 2023
Date Accounts Received
28 February 2023
Total Gross Income
£4,375,557
Total Gross Expenditure
£5,161,158

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
28 October 2026
Total Gross Income
£5,562,747
Total Gross Expenditure
£6,400,737
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£2
Income From Government Grants
£27,635
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 70001 80000
2
Count Volunteers
425
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
£6,199,812
Total Gross Expenditure
£5,962,377
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£52,200
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 70001 80000
2
Count Volunteers
650
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
11 December 2024
Total Gross Income
£5,529,624
Total Gross Expenditure
£6,047,218
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£26,100
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 70001 80000
1
Count Volunteers
572
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
23 January 2024
Total Gross Income
£4,874,325
Total Gross Expenditure
£5,415,684
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£48,151
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
2
Count Volunteers
510
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
28 February 2023
Total Gross Income
£4,375,557
Total Gross Expenditure
£5,161,158
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Salary Band 90001 100000
1
Count Volunteers
475

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
28 October 2026
Income Donations And Legacies
3264586
Income Other Trading Activities
491932
Income Charitable Activities
1117750
Income Investments
688479
Income Other
0
Income Total Income And Endowments
5562747
Income Legacies
154379
Income Endowments
0
Expenditure Raising Funds
£224,007
Expenditure Charitable Expenditure
£6,176,730
Expenditure Other
0
Expenditure Total
6400737
Expenditure Investment Management
176339
Expenditure Grants Institution
65342
Expenditure Governance
94554
Expenditure Support Costs
312243
Expenditure Depreciation
868094
Gain Loss Investment
569432
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£13,205,367
Assets Total Fixed
27997024
Assets Own Use
18995382
Assets Long Term Investment
9001642
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,427,843
Assets Total Liabilities
£1,113,159
Assets Current Investment
1500000
Assets Total Assets And Liabilities
£34,311,708
Creditors One Year Total Current
1113159
Creditors Falling Due After One Year
0
Assets Cash
£4,854,226
Funds Endowment
0
Funds Unrestricted
27251159
Funds Restricted
7060549
Funds Total
34311708
Count Employees
97
Charity Only 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
31 October 2025
Income Donations And Legacies
3670907
Income Other Trading Activities
436543
Income Charitable Activities
1183916
Income Investments
627094
Income Other
281352
Income Total Income And Endowments
6199812
Income Legacies
546961
Income Endowments
0
Expenditure Raising Funds
£131,222
Expenditure Charitable Expenditure
£5,831,155
Expenditure Other
0
Expenditure Total
5962377
Expenditure Investment Management
97817
Expenditure Grants Institution
66623
Expenditure Governance
76883
Expenditure Support Costs
248232
Expenditure Depreciation
823025
Gain Loss Investment
251584
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£12,714,342
Assets Total Fixed
28106395
Assets Own Use
19641879
Assets Long Term Investment
8464516
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,376,801
Assets Total Liabilities
£902,930
Assets Current Investment
100000
Assets Total Assets And Liabilities
£34,580,266
Creditors One Year Total Current
902930
Creditors Falling Due After One Year
0
Assets Cash
£4,868,383
Funds Endowment
0
Funds Unrestricted
27242669
Funds Restricted
7337597
Funds Total
34580266
Count Employees
103
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
11 December 2024
Income Donations And Legacies
3422145
Income Other Trading Activities
371469
Income Charitable Activities
1179758
Income Investments
518920
Income Other
37332
Income Total Income And Endowments
5529624
Income Legacies
558646
Income Endowments
0
Expenditure Raising Funds
£136,030
Expenditure Charitable Expenditure
£5,911,188
Expenditure Other
0
Expenditure Total
6047218
Expenditure Investment Management
104057
Expenditure Grants Institution
56955
Expenditure Governance
84205
Expenditure Support Costs
268814
Expenditure Depreciation
813892
Gain Loss Investment
125391
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£11,552,814
Assets Total Fixed
28696987
Assets Own Use
20456678
Assets Long Term Investment
8240309
Defined Benefit Pension Scheme
0
Assets Other Assets
£6,439,846
Assets Total Liabilities
£1,045,586
Assets Current Investment
5400987
Assets Total Assets And Liabilities
£34,091,247
Creditors One Year Total Current
1045586
Creditors Falling Due After One Year
0
Assets Cash
£1,038,859
Funds Endowment
0
Funds Unrestricted
26731978
Funds Restricted
7359269
Funds Total
34091247
Count Employees
107
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
23 January 2024
Income Donations And Legacies
3152112
Income Other Trading Activities
285049
Income Charitable Activities
941767
Income Investments
495397
Income Other
0
Income Total Income And Endowments
4874325
Income Legacies
307154
Income Endowments
0
Expenditure Raising Funds
£200,685
Expenditure Charitable Expenditure
£5,214,999
Expenditure Other
0
Expenditure Total
5415684
Expenditure Investment Management
170910
Expenditure Grants Institution
82871
Expenditure Governance
76780
Expenditure Support Costs
258694
Expenditure Depreciation
808713
Gain Loss Investment
646841
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£711,779,680
Assets Total Fixed
28910558
Assets Own Use
20701645
Assets Long Term Investment
8208913
Defined Benefit Pension Scheme
0
Assets Other Assets
£6,724,643
Assets Total Liabilities
£1,151,751
Assets Current Investment
5344741
Assets Total Assets And Liabilities
£34,483,450
Creditors One Year Total Current
1151751
Creditors Falling Due After One Year
0
Assets Cash
£1,379,902
Funds Endowment
0
Funds Unrestricted
26760052
Funds Restricted
7723398
Funds Total
34483450
Count Employees
103
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
28 February 2023
Income Donations And Legacies
2931041
Income Other Trading Activities
192389
Income Charitable Activities
670247
Income Investments
465423
Income Other
116477
Income Total Income And Endowments
4375577
Income Legacies
231339
Income Endowments
0
Expenditure Raising Funds
£107,311
Expenditure Charitable Expenditure
£5,053,847
Expenditure Other
0
Expenditure Total
5161158
Expenditure Investment Management
87470
Expenditure Grants Institution
96822
Expenditure Governance
70683
Expenditure Support Costs
222265
Expenditure Depreciation
945143
Gain Loss Investment
382371
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£10,597,335
Assets Total Fixed
28845954
Assets Own Use
21295699
Assets Long Term Investment
7550255
Defined Benefit Pension Scheme
0
Assets Other Assets
£6,304,437
Assets Total Liabilities
£772,423
Assets Current Investment
606155
Assets Total Assets And Liabilities
£34,377,968
Creditors One Year Total Current
772423
Creditors Falling Due After One Year
0
Assets Cash
£5,698,282
Funds Endowment
0
Funds Unrestricted
26867262
Funds Restricted
7510706
Funds Total
34377968
Count Employees
100
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Sheffield City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
South Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Rotherham
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
South Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Derbyshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Doncaster
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
South Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Barnsley
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
South Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Nottinghamshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
309
Classification Type
How
Classification Description
Acts As An Umbrella Or Resource Body
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

08 Official extract

Charity Event History

Charity Name
ROMAN CATHOLIC DIOCESE OF HALLAM TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1981-11-16T00:00:00
Charity Name
ROMAN CATHOLIC DIOCESE OF HALLAM 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
DECLARATION OF TRUST EXECUTED 28 OCTOBER 1981 AS AMENDED BY DEED OF VARIATION EXECUTED 31 JULY 2006
Charitable Objects
ADVANCING THE ROMAN CATHOLIC RELIGION IN THE HALLAM DIOCESE BY SUCH MEANS BEING CHARITABLE AS THE BISHOP OF HALLAM MAY THINK FIT AND PROPER AND FOR THE SERVICE AND SUPPORT WHETHER IN THE HALLAM DIOCESE OR OUTSIDE THE HALLAM DIOCESE BY SUCH MEANS AS AFORESAID OF CHARITABLE WORKS AND OBJECTS PROMOTED BY THE CHURCH.
Area Of Benefit
ROMAN CATHOLIC DIOCESE OF HALLAM

10 Official extract

Charity Other Names

Charity Name Id
131303
Charity Name Type
Working name
Charity Name
DIOCESE OF HALLAM TRUSTEE

11 Official extract

Charity Policy

Policy Name
Serious incident reporting policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Volunteer management
Policy Name
Paying staff
Policy Name
Investing charity funds policy and procedures
Policy Name
Risk management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Complaints handling
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Social media policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Safeguarding policy and procedures