CALDEY ABBEY
Registered charity 259850 · accounts filings on the Charity Commission register · also known as CALDEY ISLAND TRUST
Advance of Roman Catholic religion, preservation of the island's heritage and making it available for public access, provision of stress-free periods of refreshment, provision of a website on the history and purpose of the heritage site and the Roman Catholic religion.
Causes: General Charitable Purposes · Education/training · Religious Activities · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity achieved a net income of £321,255 for the year ended 31 January 2025, a significant improvement from the previous year's net expenditure. Per the trustees' report, unrestricted reserves increased to £1,348,595, providing a buffer for ongoing property investments and safeguarding costs, while the trading subsidiary recorded a loss of £77,791 due to restructuring efforts.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: retain some of its surplus income as reserves... necessary to secure the future ability of the Charity to support the religious community... maintain historic buildings... and evolve business activity (held: £1.3m)
“The Trustees consider that the long-term nature of the Trust’s charitable objectives requires that it retain some of its surplus income as reserves. These reserves are necessary to secure the future ability of the Charity to support the religious community at Caldey, to maintain the historic buildings on the Island and to maintain and evolve the business activity on the Island” — page 16
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustee provided with property for use; value estimated at £4,920.
“Miss M Battle During the year the Trustee was provided with a property for use whilst visting the island. The estimated value of this property if rented openly would be £4,920.”
“The trustees had clothes & laundry, leath products and travel to the value of £1,970 paid within the year” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustees received clothes, laundry, leather products and travel expenses totaling £1,970.
“Miss M Battle During the year the Trustee was provided with a property for use whilst visting the island. The estimated value of this property if rented openly would be £4,920.”
“The trustees had clothes & laundry, leath products and travel to the value of £1,970 paid within the year” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by HSJ Audit Limited. Discloses 5 of 6 completeness components.
Public profiles (found on the charity’s own website): facebook · instagram
Structured financials (annual return, FY ending 31/01/2025)
Cost of raising funds
£665k
Reported reserves equal ~10.7 months of spending — above the median for charities its size (median 4.8 months; benchmarks).
Per its annual return, cost of raising funds: 51.6% of total income — above the 90th percentile for charities its size (median 5.2%) (benchmarks).
- ANA LAURA TOMP · trustee of 1 other charity
- Canon Michael McAndrew
- MICHAEL ANTHONY CESTARO
- Maria Battle
- Rev Jan Leon Rossey
Trustee list from the Charity Commission register (current, not historical).
Operates in: Pembrokeshire
Income and spending
Common questions
Is CALDEY ABBEY financially healthy?
Per its FY2025 accounts: The accounts state that the charity achieved a net income of £321,255 for the year ended 31 January 2025, a significant improvement from the previous year's net expenditure. Per the trustees' report, unrestricted reserves increased to £1,348,595, providing a buffer for ongoing property investments and safeguarding costs, while the trading subsidiary recorded a loss of £77,791 due to restructuring efforts. Its FY2025 accounts were audited by HSJ Audit Limited.
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.
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Semantically similar by activities and financial character, from our analysed corpus. Compare with ST MARY'S ABBEY, QUARR.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.