01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 6 July 2022
- Removed
- Not supplied
- Financial period
- 1 September 2024 – 31 August 2025
- Latest income
- £18,166,991
- Latest expenditure
- £17,672,307
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- Yes
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
- Date Accounts Received
- 16 June 2026
- Total Gross Income
- £18,166,991
- Total Gross Expenditure
- £17,672,307
- 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
- Date Accounts Received
- 23 May 2025
- Total Gross Income
- £21,854,729
- Total Gross Expenditure
- £18,066,830
- Fin Period Start Date
- 6 July 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
- £99,749,573
- Total Gross Expenditure
- £13,921,299
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 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 16 June 2026
- Total Gross Income
- £18,166,991
- Total Gross Expenditure
- £17,672,307
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 0
- Count Salary Band 80001 90000
- 2
- Count Salary Band 90001 100000
- 2
- Count Volunteers
- 5000
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Due Date
- 30 June 2025
- Ar Received Date
- 23 May 2025
- Total Gross Income
- £21,854,729
- Total Gross Expenditure
- £18,066,830
- 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
- Yes
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 0
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 2
- 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
- 5000
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 6 July 2022
- Fin Period End Date
- 31 August 2023
- Ar Due Date
- 30 June 2024
- Ar Received Date
- 19 June 2024
- Total Gross Income
- £99,749,573
- Total Gross Expenditure
- £13,921,299
- 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
- Yes
- Count Salary Band 60001 70000
- 2
- Count Volunteers
- 5000
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 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 16 June 2026
- Income Donations And Legacies
- 15594657
- Income Other Trading Activities
- 1080330
- Income Charitable Activities
- 46759
- Income Investments
- 1445245
- Income Other
- 0
- Income Total Income And Endowments
- 18166991
- Income Legacies
- 1246470
- Income Endowments
- 0
- Expenditure Raising Funds
- £27,684
- Expenditure Charitable Expenditure
- £17,644,623
- Expenditure Other
- 0
- Expenditure Total
- 17672307
- Expenditure Investment Management
- 27684
- Expenditure Grants Institution
- 188219
- Expenditure Governance
- 110093
- Expenditure Support Costs
- 1995156
- Expenditure Depreciation
- 660742
- Gain Loss Investment
- 9766353
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £94,057,002
- Assets Total Fixed
- 91643358
- Assets Own Use
- 47523951
- Assets Long Term Investment
- 44119407
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £20,710,709
- Assets Total Liabilities
- £6,963,555
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £105,390,512
- Creditors One Year Total Current
- 6963555
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £18,889,232
- Funds Endowment
- 1021749
- Funds Unrestricted
- 94057002
- Funds Restricted
- 10311761
- Funds Total
- 105390512
- Count Employees
- 192
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Due Date
- 30 June 2025
- Ar Received Date
- 23 May 2025
- Income Donations And Legacies
- 19471876
- Income Other Trading Activities
- 1135662
- Income Charitable Activities
- 58316
- Income Investments
- 1188875
- Income Other
- 0
- Income Total Income And Endowments
- 21854729
- Income Legacies
- 1147198
- Income Endowments
- 0
- Expenditure Raising Funds
- £547,450
- Expenditure Charitable Expenditure
- £17,519,380
- Expenditure Other
- 0
- Expenditure Total
- 18066830
- Expenditure Investment Management
- 20459
- Expenditure Grants Institution
- 32424
- Expenditure Governance
- 242382
- Expenditure Support Costs
- 2307608
- Expenditure Depreciation
- 816716
- Gain Loss Investment
- 9766353
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £87,736,181
- Assets Total Fixed
- 87906289
- Assets Own Use
- 49239322
- Assets Long Term Investment
- 38666967
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £16,832,962
- Assets Total Liabilities
- £5,356,724
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £99,382,527
- Creditors One Year Total Current
- 5356724
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £16,372,334
- Funds Endowment
- 1012260
- Funds Unrestricted
- 87736181
- Funds Restricted
- 10634086
- Funds Total
- 99382527
- Count Employees
- 218
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 6 July 2022
- Fin Period End Date
- 31 August 2023
- Ar Due Date
- 30 June 2024
- Ar Received Date
- 19 June 2024
- Income Donations And Legacies
- 16974731
- Income Other Trading Activities
- 906330
- Income Charitable Activities
- 117790
- Income Investments
- 626125
- Income Other
- 81124597
- Income Total Income And Endowments
- 99749573
- Income Legacies
- 866484
- Income Endowments
- 0
- Expenditure Raising Funds
- £958,521
- Expenditure Charitable Expenditure
- £12,061,438
- Expenditure Other
- 901340
- Expenditure Total
- 13921299
- Expenditure Investment Management
- 18856
- Expenditure Grants Institution
- 74884
- Expenditure Governance
- 176066
- Expenditure Support Costs
- 1141525
- Expenditure Depreciation
- 388031
- Gain Loss Investment
- -901340
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £74,404,426
- Assets Total Fixed
- 75215919
- Assets Own Use
- 47302551
- Assets Long Term Investment
- 27913368
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £17,208,560
- Assets Total Liabilities
- £6,596,205
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £85,828,274
- Creditors One Year Total Current
- 6596205
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £15,908,427
- Funds Endowment
- 985524
- Funds Unrestricted
- 74404426
- Funds Restricted
- 10438324
- Funds Total
- 85828274
- Count Employees
- 217
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Philippines
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- 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
- 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
- Kenya
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Cameroon
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 108
- Classification Type
- What
- Classification Description
- Religious Activities
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
08 Official extract
Charity Event History
- Charity Name
- CATHOLIC DIOCESE OF PORTSMOUTH
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2022-07-06T00:00:00
- Charity Name
- CATHOLIC DIOCESE OF PORTSMOUTH
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2026-02-10T00:00:00
- Reason
- Does not operate
- Assoc Organisation Number
- 5043699
- Assoc Registered Charity Number
- 1155776
- Assoc Charity Name
- ACADEMY OF THE ANNUNCIATION
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - ASSOCIATION Registered 06 Jul 2022 as amended on 20 Mar 2023
- Charitable Objects
- THE OBJECTS OF THE CIO (THE OBJECTS) ARE THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION IN THE DIOCESE IN SUCH WAYS BEING CHARITABLE AS THE BISHOP SHALL FROM TIME TO TIME DIRECT AND FOR THE SERVICE AND SUPPORT WHETHER IN THE DIOCESE OR OUTSIDE THE DIOCESE IN SUCH WAYS AS AFORESAID OF ANY LAWFUL CHARITABLE PURPOSES WHETHER EDUCATIONAL OR OTHERWISE PROMOTED OR SUPPORTED BY THE ROMAN CATHOLIC CHURCH.
10 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Ofsted (Office For Standards In Education)
11 Official extract
Charity Policy
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Volunteer management
- Policy Name
- Investment