LANCASTER ROMAN CATHOLIC DIOCESAN TRUST

Registered charity 234331 · accounts filings on the Charity Commission register · also known as DIOCESE OF LANCASTER, LANCASTER ROMAN CATHOLIC DIOCESAN TRUSTEES REGISTERED

Financial health, per its FY2025 accounts

The accounts state that the charity reported a deficit on activities of £74k for the year ended 5 April 2025, compared to a surplus of £757k in the previous year. Total funds decreased from £82.04m to £80.42m, driven by a £1.55m unrealised loss on investments, although the charity maintains net positive bank balances of £15.4m.

What the accounts disclose

Accounts audited by MHA.

Year-over-year changes

• Top pay band moved from £80,001 - £90,000 (FY2024) to £60,001 - £70,000 (FY2025).
• Employees paid over £60,000: 2 (FY2024) → 1 (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Leadership, per the charity’s website

• Paul Swarbrick — Bishop of Lancaster (source)
• Paul Embery — Vicar General and Chancellor (source)
• Hugh Pollock — Vicar General (source)
• Philip Conner — Episcopal Vicar for Clergy (source)
• Michael Docherty — Episcopal Vicar for Education and Formation (source)
• Andrew Dawson — Financial Administrator and Chair of Finance Subcommittee (source)
• Nikki Wisdom — Trustee / Safeguarding Sub-Committee Chair (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 05/04/2025)

Reported reserves equal ~5.1 months of spending — above the median for charities its size (median 4.6 months; benchmarks).

Register events

• Received assets from another charity (01/10/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (28/03/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (27/01/2014) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees

• Rev Paul Swarbrickchair · trustee of 2 other charities
• Alan Woowat
• Martin Callagher
• Nikki Wisdom
• PAUL RICHARD BRIERS
• Rev Andrew Mark Preston Dawson
• Rev Michael Docherty
• Rev PETER ANTHONY HART · trustee of 1 other charity
• Rev Paul Embery
• Susan Louise Greenwood

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cumbria · Lancashire

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with PLYMOUTH DIOCESAN TRUST.

• PLYMOUTH DIOCESAN TRUST income £7.6m
• LANCASTER, RIPLEY CHURCH OF ENGLAND EDUCATIONAL TRUST income £134k
• SHREWSBURY ROMAN CATHOLIC DIOCESAN TRUST income £18.2m
• DIOCESE OF HEXHAM AND NEWCASTLE income £12.9m
• WESTMINSTER ROMAN CATHOLIC DIOCESAN TRUST AND OTHER TRUST FUNDS ADMINISTERED BY THE WESTMINSTER ROMAN CATHOLIC DIOCESAN TRUSTEE income £75.1m
• THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST THOMAS' STOPSLEY income £105k