PLYMOUTH DIOCESAN TRUST
The advancement or maintenance of the Roman Catholic religion in the Diocese. The provision of religious services. The education and training of priests. The provision and maintenance of churches, presbyteries and schools. The maintenance and support of priests, the poor and others.
Objects
TO ADVANCE AND MAINTAIN THE ROMAN CATHOLIC RELIGION IN THE ROMAN CATHOLIC DIOCESE OF PLYMOUTH.
Financial health, per its FY2025 accounts
The accounts state that the Diocese operated at a net deficit of £3,683,000 for the year ended 31 March 2025, compared to a deficit of £2,751,000 in the previous year. Despite this deficit, the Trustees concluded that there are no material uncertainties regarding the Charity's ability to continue as a going concern, citing sufficient resources to meet liabilities as they fall due. The total net assets stood at £84,125,000, with free reserves calculated at £30,500,000.
What the accounts disclose
“The Trust’s aim is that this level should be sufficient to cover at least 12 months total expenditure” — page 15
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
- Investing charity funds policy and procedures
- Investment
- 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
- Trustee expenses 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: 469
- Government income: £210,901 — grants £210,901 (7); 3% of the £7,555,000 total gross income on the same return
- Employees paid over £60,000: 1 (£100,001–£110,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 420
- Government income: £96,700 — grants £96,700 (4); 2% of the £6,296,000 total gross income on the same return
- Employees paid over £60,000: 1 (£100,001–£110,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 427
- Government income: £93,343 — grants £93,343 (6); 1% of the £7,050,000 total gross income on the same return
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £90,001–£100,000: 1)
- Has a trading subsidiary
Leadership, per the charity’s website
- Nicholas Hudson — Bishop of the Diocese of Plymouth
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (15/09/2022)
- Received assets from another charity (17/08/2021)
Trustees
- PLYMOUTH ROMAN CATHOLIC DIOCESAN TRUSTEES REGISTERED
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £7.6m | £11.1m |
| 31/03/2024 | £6.3m | £10.1m |
| 31/03/2023 | £7.0m | £16.9m |
| 31/03/2022 | £7.7m | £8.4m |
| 31/03/2021 | £5.8m | £7.1m |
Common questions
Is PLYMOUTH DIOCESAN TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Diocese operated at a net deficit of £3,683,000 for the year ended 31 March 2025, compared to a deficit of £2,751,000 in the previous year. Despite this deficit, the Trustees concluded that there are no material uncertainties regarding the Charity's ability to continue as a going concern, citing sufficient resources to meet liabilities as they fall due. The total net assets stood at £84,125,000, with free reserves calculated at £30,500,000. Its FY2025 accounts were audited by PKF Francis Clark, Torquay.
Who funds PLYMOUTH DIOCESAN TRUST?
Funders whose own accounts filings name PLYMOUTH DIOCESAN TRUST as a grant recipient include THE ARCHITECTURAL HERITAGE FUND, THE ALBERT GUBAY CHARITABLE FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE ARCHITECTURAL HERITAGE FUND | FY2022 | £31k | Project Development Grant |
| THE ALBERT GUBAY CHARITABLE FOUNDATION | FY2023 | £31k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 01/04/2023 | £8k | The Church of the Immaculate Conception, Higher Church Street, Barnstaple |
| UK government | 01/04/2022 | £74k | The Church of the Immaculate Conception, Higher Church Street, Barnstaple |
| UK government | 01/04/2022 | £79k | The Church of the Immaculate Conception, Higher Church Street, Barnstaple |
| UK government | 01/04/2021 | £118k | The Church of the Immaculate Conception, Higher Church Street, Barnstaple |
| The National Lottery Community Fund | 22/02/2017 | £8k | Sensory Room for Children with Autism, Attachment and Sensory Needs. |
| The National Lottery Community Fund | 03/07/2009 | £8k | Access to Callington Mission |
| The National Lottery Community Fund | 22/09/2005 | £2k | trips and outings |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CATHOLIC TRUST FOR ENGLAND AND WALES | 2 | £320k |
| THE VINEHILL TRUST | 1 | £4.7m |
| THE NATIONAL FOUNDATION FOR YOUTH MUSIC | 1 | £10k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF LEEDS CITY | 1 | £8k |
Charities like this
- WREXHAM DIOCESAN TRUST
- BIRMINGHAM DIOCESAN TRUST
- LEEDS DIOCESAN TRUST
- SHREWSBURY ROMAN CATHOLIC DIOCESAN TRUST
- EDITH BESSIE GIBSON TRUST
- PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHARLES WITH ST. MATTHIAS, PLYMOUTH
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| PLYMOUTH DIOCESAN TRUST | £7.6m | — | — | unclear | — | no doubt |
| WREXHAM DIOCESAN TRUST | £3.3m | — | 0 | within | — | no doubt |
| BIRMINGHAM DIOCESAN TRUST | £27.0m | — | — | below | — | no doubt |
| LEEDS DIOCESAN TRUST | £13.3m | — | — | above | — | no doubt |
| SHREWSBURY ROMAN CATHOLIC DIOCESAN TRUST | £18.2m | £80,001 - £90,000 | 2 | unclear | — | no doubt |
| EDITH BESSIE GIBSON TRUST | £233k | — | 0 | unclear | — | no doubt |