CARITAS DIOCESE OF SHREWSBURY
Its activities are directed to children and young people without the support of families and in need, children and young people at risk. In addition to children and young people, the charity also provides assistance to people with disabilities, the aged, the vulnerable and individuals, families communities and groups who are in need.
Objects
TO FURTHER THE GENERAL CHARITABLE WORKS OF THE ROMAN CATHOLIC CHURCH IN ACCORDANCE WITH ITS TEACHINGS BOTH IN THE DIOCESE OF SHREWSBURY AND ELSEWHERE IN THE UNITED KINGDOM IN PARTICULAR BUT NOT EXCLUSIVELY BY ADVANCING THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, FINANCIAL OR OTHER DISADVANTAGE.
Financial health, per its FY2025 accounts
The accounts state that the charity generated £755k of income but incurred £796k in expenditure, resulting in a net deficit and a 37% reduction in unrestricted reserves to £142k. The trustees note that the charity has undertaken a restructure to reduce costs and has received written support from the Diocese of Shrewsbury to assist with any cash shortfalls, though the charity remains dependent on securing future funding to meet its obligations.
What the accounts disclose
“The new policy will be to re-develop the unrestricted reserves to 3% of unrestricted income until such time as the demands are fully met by full cost recovery on the activities of the charity.” — page 6
“The trustees have a reasonable expectation that the Charity can raise sufficient resources/support to meet its obligations and have undertaken a restructure to remove as much excess cost as possible, as well as projects that are a drain on limited resources with no current additional income to support the activity. The charity has the written support of the Diocese of Shrewsbury to assist in any cash shortfall.” — page 12
“The final total cost of the build was £803,604, with Caritas contributing £545,120 and the Diocese £258,484.” — page 22
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 116
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 116
- Government income: £16,570 — grants £16,570 (1); 3% of the £653,244 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 106
- Government income: £163,718 — grants £163,718 (2); 22% of the £746,095 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2025 (received 04/04/2026, 63 days after the 31/01/2026 due date).
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- RT REV MARK DAVIESchair
- CHRISTINE SMITH
- Carol LAWRENCE
- Rev John Fegan
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £755k | £796k |
| 31/03/2024 | £653k | £750k |
| 31/03/2023 | £746k | £673k |
| 31/03/2022 | £600k | £525k |
| 31/03/2021 | £619k | £519k |
Common questions
Is CARITAS DIOCESE OF SHREWSBURY financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated £755k of income but incurred £796k in expenditure, resulting in a net deficit and a 37% reduction in unrestricted reserves to £142k. The trustees note that the charity has undertaken a restructure to reduce costs and has received written support from the Diocese of Shrewsbury to assist with any cash shortfalls, though the charity remains dependent on securing future funding to meet its obligations. Its FY2025 accounts were independently examined.
Who funds CARITAS DIOCESE OF SHREWSBURY?
Funders whose own accounts filings name CARITAS DIOCESE OF SHREWSBURY as a grant recipient include SHREWSBURY ROMAN CATHOLIC DIOCESAN TRUST, THE LANKELLYCHASE FOUNDATION, SMALLWOOD TRUST, WIRRAL CVS, THE DAVID AND RUTH BEHREND FUND.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| SHREWSBURY ROMAN CATHOLIC DIOCESAN TRUST | FY2021 | £250k | Support from Our Mission Together Fund |
| SHREWSBURY ROMAN CATHOLIC DIOCESAN TRUST | FY2022 | £250k | Support from Our Mission Together Fund |
| SHREWSBURY ROMAN CATHOLIC DIOCESAN TRUST | FY2025 | £150k | Support from Our Mission Together Fund |
| THE LANKELLYCHASE FOUNDATION | FY2025 | £150k | Engaging a more diverse group of SEND people and organisations. |
| SMALLWOOD TRUST | FY2021 | £48k | |
| WIRRAL CVS | FY2025 | £15k | Step Up Fund |
| THE DAVID AND RUTH BEHREND FUND | FY2022 | £2k | |
| MISS E F RATHBONE CHARITABLE TRUST | FY2024 | £1k | Merseyside |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 17/07/2026 | £205k | Power in Community |
| The National Lottery Community Fund | 10/07/2025 | £20k | Building stronger communities in Crewe and Shrewsbury |
| The National Lottery Community Fund | 02/05/2024 | £19k | Supporting communities in Crewe and Shrewsbury |
| The National Lottery Community Fund | 10/03/2023 | £8k | Community Building in Crewe |
| UK government | 19/04/2021 | £85k | Resettlement Programme - Post Arrival Support |
| UK government | 19/04/2021 | £10k | Resettlement Programme - Post Arrival Support |
| UK government | 19/04/2021 | £385k | Resettlement Programme - Post Arrival Support |
| UK government | 19/04/2021 | £385k | Resettlement Programme - Post Arrival Support |
| UK government | 19/04/2021 | £10k | Resettlement Programme - Post Arrival Support |
| UK government | 19/04/2021 | £85k | Resettlement Programme - Post Arrival Support |
| UK government | 25/06/2020 | £47k | Coronavirus Community Support Fund |
| The National Lottery Community Fund | 21/02/2019 | £10k | Stronger Together |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ALBERT GUBAY CHARITABLE FOUNDATION | 1 | £739k |
| CRH CHARITABLE TRUST | 1 | £78k |
| THE JOHN APTHORP CHARITY | 1 | £48k |
| LORD MAYOR OF MANCHESTER'S CHARITY APPEAL TRUST | 1 | £29k |
| THE MAURICE AND HILDA LAING CHARITABLE TRUST | 1 | £15k |
| COUNTY OF GLOUCESTERSHIRE COMMUNITY FOUNDATION | 1 | £10k |
| JOHNNIE JOHNSON TRUST | 1 | £8k |
| THE MONTAL CHARITABLE TRUST | 1 | £5k |
Charities like this
- CARITAS DIOCESE OF SALFORD
- CARITAS CARE LIMITED
- DONATING CHARITY LIMITED
- THE CATHOLIC CHILDREN'S SOCIETY (SHREWSBURY DIOCESE) INC
- THE INSURANCE CHARITIES
- Caring for Communities and People
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CARITAS DIOCESE OF SHREWSBURY | £755k | — | — | unclear | — | noted |
| CARITAS DIOCESE OF SALFORD | £4.2m | — | — | within | — | no doubt |
| CARITAS CARE LIMITED | £8.3m | — | — | unclear | — | no doubt |
| DONATING CHARITY LIMITED | £1.9m | — | 0 | unclear | — | no doubt |
| THE CATHOLIC CHILDREN'S SOCIETY (SHREWSBURY DIOCESE) INC | £93k | — | 0 | above | — | noted |
| THE INSURANCE CHARITIES | £866k | £100,001 - £110,000 | — | unclear | — | no doubt |