Finance Score: -7

Governance Score: -2

Support Score: 5

Liabilities <10%: +3
Excess reserves: -4
Multiple Deficits: -2
Fundraising costs high: -4

12+ Trustees: -1
Mainly male board: -1

Overall weighted support: +5

Overall GiG Score: -4

LIVERPOOL ROMAN CATHOLIC ARCHDIOCESAN TRUST

To provide support to the clergy in training, ministry and retirementTo support pastoral work in parishes and local communitiesTo support and direct lifelong Christian education in parishes and schoolsTo preserve and invest in the property infrastructure of the Archdiocese and parishes, facilitating worship and enabling the charitable work of the Church to take place

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £179,178,621 available, equivalent to 52 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£38,621	£41,546	£-2,925	£8,532	£211,662	£179,179	51.8	469	1,000
31/12/21	*	£35,090	£36,150	£-1,060	£6,966	£221,628	£190,981	63.4	499	1,000
31/12/20		£20,413	£28,027	£-7,615	£7,653	£192,279	£175,762	75.3	621	1,000
31/12/19		£31,726	£35,035	£-3,309	£11,522	£203,292	£186,369	63.8	651	1,000
31/12/18		£33,935	£36,708	£-2,774	£12,408	£187,275	£170,003	55.6	403	1,000
31/12/17		£33,705	£34,441	£-737	£12,436	£196,599	£178,800	62.3	671	0
31/12/16		£32,400	£32,480	£-80	£12,792	£187,836	£170,798	63.1	422	0
31/12/15		£35,744	£38,325	£-2,581	£17,202	£172,499	£156,179	48.9	439	0
31/12/14		£37,817	£41,029	£-3,212	£19,026	£171,121	£155,232	45.4	456	0
31/12/13		£39,580	£41,396	£-1,816	£20,248	£166,948	£150,760	43.7	486	0
31/12/12		£41,728	£41,429	£299	£21,542	£158,441	£142,693	41.3	523	0
31/12/11		£42,937	£42,566	£371	£23,282	£150,763	£135,796	38.3	568	0
31/12/10		£42,058	£43,681	£-1,623	£23,312	£146,553	£131,242	36.1	587	0
31/12/09		£46,210	£50,004	£-3,794	£27,152	£138,967	£124,394	29.9	608	0
31/12/08		£50,186	£53,413	£-3,228	£26,646	£132,957	£119,819	26.9	636	0
31/12/07		£48,926	£47,783	£1,143	£26,925	£155,891	£143,957	36.2	637	0
31/12/06		£19,986	£19,418	£568	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£17,813	£19,827	£-2,014	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£17,240	£22,183	£-4,943	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 35.1%
Fundraising Costs/Total Spending: 21.6%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 6%
Liabilities/Income: 37%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 51.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.9

Asset Split ?

Balance Sheet History

Established: 59 years

www.liverpoolcatholic.org.uk

webmaster@rcaol.co.uk

01515221020

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Halton, Isle Of Man, Knowsley, Lancashire, Liverpool City, Peru, Sefton, St Helens, Warrington, Wigan,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - CRF20: Metropolitan Cathedral of Christ the King, Liverpool
£477,600	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Department for Education - Priority Schools Building Programme 2
£118,118	01/04/2020	Capital funding to improve the condition of schools in the most urgent need of repair. Improvements are delivered either by DfE on behalf of Local Authorities, or by Local Authorities directly.
Department for Education - Priority Schools Building Programme 2
£513,127	01/04/2020	Capital funding to improve the condition of schools in the most urgent need of repair. Improvements are delivered either by DfE on behalf of Local Authorities, or by Local Authorities directly.
Department for Education - Full Fibre Broadband
£47,794	01/04/2020	Capital funding to support the roll out of full fibre broadband to rural schools.
National Lottery Heritage Fund - Grant to Metropolitan Cathedral of Christ the King, Liverpool
£91,800	28/08/2019	Metropolitan Perspectives: Sharing heritage, building futures.
National Lottery Heritage Fund - Grant to St James, Bootle
£193,900	07/12/2017	Urgent Structural & Masonry Repairs to Church Tower
National Lottery Heritage Fund - Grant to Metropolitan Cathedral of Christ the King, Liverpool
£9,900	25/05/2017	Exhibition to showcase the original competition entries for the Cathedral's design 1959-1960
National Lottery Heritage Fund - Grant to St Matthew Roman Catholic Church, Clubmoor, Liverpool
£209,100	03/03/2015	Liverpool - St Matthew RC Church

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

CAROL LAWRENCE Appointed: 2020, Occupation: Finance Manager

COLETTE O'BRIEN Appointed: 2020

GRAEME MICHAEL EASTON Appointed: 2020

IAN HOLLOWS Appointed: 2020

MOST REVEREND MALCOLM MCMAHON (Chair) Appointed: 2014

REV PROVOST ANTHONY O'BRIEN

RT REV THOMAS WILLIAMS

REV CANON AIDAN PRESCOTT Appointed: 2021

REV CANON MICHAEL FITZSIMONS Appointed: 2019

REV MATTHEW NUNES Appointed: 2016

REV MGR JOHN PETER DEVINE OBE Appointed: 2019

REV PHILIP INCH

RT REV THOMAS NEYLON

SEAN CHRISTOPHER KEYES Appointed: 2020

Legal constitution

Charity registered in England & Wales on 23/08/1965, number: 232709

Gift Aid

Registered with HMRC for Gift Aid

Event History

12/11/2012 - Asset transfer in from THE BOB PARRY LOURDES FOUNDATION
17/12/2015 - Asset transfer in from WIDNES CATHOLIC ACTION GROUP
04/01/2017 - Asset transfer in from THE JOHN RANKIN TRUST FOR LIVERPOOL CATHOLIC CLERGY
28/03/2024 - Asset transfer in from ST CUTHBERT'S SOCIETY, USHAW

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR21: 256 days late,

Recent reorganisation events:

Asset transfer in from ST CUTHBERT'S SOCIETY, USHAW on 28/03/2024

Main office

LIVERPOOL ARCHDIOCESE
St Margaret Clitherow Centre
CROXTETH DRIVE
LIVERPOOL
L17 1AA

Objectives

THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION IN THE DIOCESE IN SUCH WAYS BEING CHARITABLE AS THE ARCHBISHOP 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 CHURCH.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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