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Governance Register
Registered charity · No. 234331 · LancasteriSource and licenceOfficial record from the Charity Commission register for England and Wales. Governance Register calculates the connections.Register edition compiled 25 October 2026.Anything added by an organisation or person is labelled as provided by them.Contains public sector information licensed under the Open Government Licence v3.0.How we handle data

Overview

Lancaster Roman Catholic Diocesan Trust's network

10 people4 organisationsi10 listed on the board. 4 organisations share a board member with this charity.The large node is Lancaster Roman Catholic Diocesan Trust. The map shows two steps out from the public record. Hover a node to focus its connections; click one to open it.

The board

10 listediCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.
NameRoleSinceOn the board
Rev Paul SwarbrickChair2018
8 yrs
Alan WoowatTrustee2022
4 yrs
Martin CallagherTrustee2014
12 yrs
Nikki WisdomTrustee2015
11 yrs
Paul Richard BriersTrustee2016
10 yrs
Rev Andrew Mark Preston DawsonTrustee2025
1 yr
Rev Michael DochertyTrustee2020
6 yrs
Rev Paul EmberyTrustee2019
7 yrs
Under 5 years5 to 6 years6 years or moreShow all 10 →

Subsidiaries

1 companyiEach company here has this charity named as an owner on the Companies House register of people with significant control (PSC).A charity is matched to a PSC entry by registration number, or by exact name and postcode. An entry that matches only by name (postcode differs) is marked likely. Names shared by several charities are never linked. Current directors are from Companies House.
Our Lady Star of the Sea Parish Centre Ltd 09489320 Subsidiary Dissolved iOfficial. The Companies House PSC entry gives Charity Commission registration number 234331, which is this charity's number.
Source: Companies House register of people with significant control.The PSC entry names Lancaster Roman Catholic Diocesan Trust as a corporate owner of this company, notified 6 April 2016. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Control: 75-100% of shares (notified 6 April 2016)
Current directors
  • No current directors (dissolved).
Full board, including past officers

Source: Companies House register of people with significant control. Control levels are as filed by the company.

Board

The board

10 listediCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.
NameRoleSinceOn the board
Rev Paul SwarbrickChair2018
8 yrs
Alan WoowatTrustee2022
4 yrs
Martin CallagherTrustee2014
12 yrs
Nikki WisdomTrustee2015
11 yrs
Paul Richard BriersTrustee2016
10 yrs
Rev Andrew Mark Preston DawsonTrustee2025
1 yr
Rev Michael DochertyTrustee2020
6 yrs
Rev Paul EmberyTrustee2019
7 yrs
Rev Peter Anthony HartTrustee2013
13 yrs
Susan Louise GreenwoodTrustee2021
5 yrs
Under 5 years5 to 6 years6 years or more

Subsidiaries

1 companyiEach company here has this charity named as an owner on the Companies House register of people with significant control (PSC).A charity is matched to a PSC entry by registration number, or by exact name and postcode. An entry that matches only by name (postcode differs) is marked likely. Names shared by several charities are never linked. Current directors are from Companies House.
Our Lady Star of the Sea Parish Centre Ltd 09489320 Subsidiary Dissolved iOfficial. The Companies House PSC entry gives Charity Commission registration number 234331, which is this charity's number.
Source: Companies House register of people with significant control.The PSC entry names Lancaster Roman Catholic Diocesan Trust as a corporate owner of this company, notified 6 April 2016. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Control: 75-100% of shares (notified 6 April 2016)
Current directors
  • No current directors (dissolved).
Full board, including past officers

Source: Companies House register of people with significant control. Control levels are as filed by the company.

Board DNA

iCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.
Average tenure
7.7y
median 7.5y
Longest tenure
13y
since 2013
Years in governance
8y
per person, across all their boards
Also company directors
0
also sit on company boards
Joined in the last 3 years
1
of 10 on the board

10 trustees on the board

Trustees past 6 years

First-time vs portfolio trustees

First-time (7)

Portfolio (3)

Sector coverageiThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

General Charitable Purposes 10Education/training 9Disability 8The Prevention or Relief of Poverty 2Religious Activities 1

Gaps to watch

  • No commercial or business experience on the board
  • Several long-serving trustees could step down together

Succession forecast

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Network

Network

iThe large node is Lancaster Roman Catholic Diocesan Trust. Red nodes are organisations, white nodes are people. Dashed links are historical or inferred. Dashed blue-grey links are company secretaries. Click any node to explore.

Most connected

Working out who is most connected...

Finances

Income and expenditure

6 years · years end 5 ApriliHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.
Series shown: Totals
£0£5m£10m£15m£20m202520242023202220212020£10.71m£52.75k

Detailed income and expenditure are filed only by charities with income over £500,000, so some years show the totals only.

Income and expenditure by financial year, oldest on the left, newest on the right
Financial year202020212022202320242025
Totals
Total income£16.64m£10.68m£8.16m£8.76m£9.97m£10.71m
Total expenditure£19.28m£11.36m£7.70m£8.88m£9.21m£10.74m
Government income
Government contractsNot reportedNot reportedNot reportedNot reportedNot reportedNot reported
Government grantsNot reportedNot reportedNot reportedNot reported£52.75kNot reported
Income by source
Donations and legaciesNot reported£4.38m£4.01m£4.73m£5.56m£5.28m
Legaciespart of donations and legaciesNot reported£1.19m£405.38k£923.78k£1.39m£935.91k
Charitable activitiesNot reported£4.58m£1.48m£1.20m£1.48m£1.78m
Other trading activitiesNot reported£962.09k£1.24m£1.72m£193.98k£2.07m
InvestmentsNot reported£750.49k£898.51k£1.07m£2.37m£1.30m
EndowmentsNot reported£0£0£0£0£0
Other incomeNot reported£0£537.53k£45.73k£369.98k£265.46k
Expenditure by type
Charitable activitiesNot reported£10.99m£7.29m£8.41m£9.01m£10.10m
Raising fundsNot reported£370.26k£400.53k£461.00k£197.04k£631.16k
Grants to institutionspart of charitable activitiesNot reported£0£0£0£0£0
GovernanceNot reported£158.69k£75.91k£118.32k£83.85k£121.13k
Investment managementNot reported£85.31k£105.35k£83.29k£78.22k£90.66k
Other expenditureNot reported£0£5.74k£6.01k£0£508
Definitions
Total income
Everything the charity received in the year, from all sources, as shown on its annual return.
Total expenditure
Everything the charity spent in the year.
Government contracts
Income from contracts with central or local government or other public bodies, as the charity declared it. Not reported means the register shows no amount (N/A), which can mean none or that the question was not answered.
Government grants
Grants received from central or local government or other public bodies, as declared.
Donations and legacies
Gifts and donations, including Gift Aid, and money left to the charity in wills.
Legacies
Money left to the charity in wills. Legacies are part of donations and legacies, not extra to them.
Charitable activities (income)
Income earned by doing the charity's work, such as fees and contracts for services.
Other trading activities
Fundraising trading, such as charity shops, events and sponsorship.
Investments
Dividends, interest and rent from the charity's investments.
Endowments
New endowment funds received in the year.
Charitable activities (expenditure)
Spending on the charity's purposes, including any grants it makes.
Raising funds
The cost of fundraising and trading.
Grants to institutions
Grants paid to other organisations. Part of spending on charitable activities.
Governance
The cost of running the charity as an organisation, such as the audit and trustee meetings.
Investment management
The cost of managing the charity's investments.

Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0. The register shows a rolling five years, so years it no longer shows come from older copies we hold: 2020 from a January 2026 copy of the register data.

Assets and liabilities

5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.
Series shown
-£20m£0£20m£40m£60m£80m£100m20252024202320222021£83.04m
Assets and liabilities by financial year, oldest on the left, newest on the right
Financial year20212022202320242025
Own use assets£36.72m£36.64m£36.63m£36.65m£36.72m
Long-term investments£0£35.39m£30.63m£32.68m£32.25m
Other assets£47.54m£14.01m£14.50m£15.38m£16.53m
Defined benefit pension schemea minus figure is a deficit£0£0£0£0£0
Total liabilities£2.07m£2.18m£2.32m£2.67m£2.45m
Net assetsassets minus liabilities£82.19m£83.85m£79.44m£82.04m£83.04m
Definitions
Own use assets
Land, buildings, equipment and other fixed assets the charity uses for its work.
Long-term investments
Investments held for the long term, such as shares, bonds or property let to others.
Other assets
Current assets: cash, money owed to the charity and short-term investments.
Defined benefit pension scheme
The surplus (above zero) or deficit (below zero) on a final-salary type pension scheme.
Total liabilities
What the charity owes: creditors due within a year and after a year, and provisions. Drawn below zero in the chart and shown as a positive figure in the table, as the register does.
Net assets
Assets minus liabilities, including any pension surplus or deficit. Equal to total funds.

Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.

Funds and reserves

5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.
£0£20m£40m£60m£80m£100m20252024202320222021
Funds and reserves by financial year, oldest on the left, newest on the right
Financial year20212022202320242025
Unrestricted funds£67.43m£68.60m£65.80m£67.24m£68.71m
Restricted funds£14.14m£14.60m£13.07m£14.15m£13.72m
Endowment funds£622.72k£644.30k£566.83k£650.61k£616.72k
Total funds£82.19m£83.85m£79.44m£82.04m£83.04m
Reservesas declared by the charity£66.91m£68.60m£29.52m£31.71m£4.57m
Assets besides buildingsinvestments, cash and money owed to it, before debts£47.54m£49.40m£45.13m£48.07m£48.77m

The declared reserves for 2021 and 2022 are larger than everything the charity owns apart from its buildings, so they include its buildings and are not spare money. Assets besides buildings, and what the charity owes, give a truer picture.

Definitions
Unrestricted funds
Money the trustees can spend on any of the charity's purposes, including funds they have set aside (designated) themselves.
Restricted funds
Money that must be spent on particular purposes set by the donor or the terms of an appeal.
Endowment funds
Capital the charity must keep, either permanently or until the terms allow it to be spent.
Total funds
All funds together. Equal to net assets.
Reserves
The charity's own figure for unrestricted funds that are freely available, after setting aside fixed assets and designated funds. Charities explain their reserves policy in their annual report.
Assets besides buildings
Long-term investments plus other assets (cash, money owed to the charity and short-term investments), before its debts are paid. If declared reserves are larger than this, they must include buildings.

Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.

Accounts and annual returns

Register page (opens in a new tab)iPlain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.

Reporting up to date

Every annual return and set of accounts arrived on time for 5 years.

Annual returns and accounts by financial year, newest first
Year endingDue byAnnual returnAccountsStatusDocuments
5 April 20255 February 20263 February 20263 February 2026On timeOn the register (opens in a new tab)Charity Commission
5 April 20245 February 202528 January 202528 January 2025On timeOn the register (opens in a new tab)Charity Commission
5 April 20235 February 202416 January 202416 January 2024On timeOn the register (opens in a new tab)Charity Commission
5 April 20225 February 20231 February 20231 February 2023On timeOn the register (opens in a new tab)Charity Commission
5 April 20215 February 20222 February 20222 February 2022On timeOn the register (opens in a new tab)Charity Commission
Definitions
Annual return
The yearly return a charity sends to the Charity Commission. It is due 10 months after the end of the financial year. Charities with income over £10,000, and every CIO, must send one.
Accounts
The accounts and trustees' annual report. Required from charities with income over £25,000 and from every CIO; otherwise shown as Not required.
On time
Received on or before the due date.
Late
Received after the due date. The number of days is counted from the due date.
Overdue
Not received, and the due date has passed. Counted to today, or to the date a removed charity left the register.
Qualified accounts
The auditor or examiner raised a reservation about the accounts.

Source: Charity Commission for England and Wales, register of charities (annual return history), Open Government Licence v3.0. The register keeps the latest five years; earlier years come from older copies we hold. Accounts documents link to the Charity Commission register. Days late and overdue are worked out from the dates, as of 30 October 2026.

Grants

Funding received

35 grantsiFrom grants published by funders to 360Giving. Not every funder publishes, so this is not a complete record of a charity's income.Grants awarded 23 May 2007 to 17 March 2026.
Total from published grants
£20.7m
£20,670,835
Grants
35
published to 360Giving
Funders
7
distinct funders
Latest grant
Mar 2026
17 March 2026

By year

iBy year the grant was awarded, in pounds.

Funders

7 funders
FunderGrantsTotalYears
Department for Education14£20,016,9762020 to 2024
The National Lottery Heritage Fund5£567,9002013 to 2018
Cumbria Community Foundation9£23,1102020 to 2022
The National Lottery Community Fund2£20,0002007 to 2022
Benefact Trust1£16,0002026
National Churches Trust3£14,8502018 to 2022
Community Foundations for Lancashire & Merseyside1£12,0002022

Grants

newest first
DateFunderTitleAmount
17 March 2026Benefact TrustGrant to Christ the Good Shepherd Church£16,000
1 April 2024Department for EducationConnect The Classroom£56,292
1 April 2024Department for EducationDevolved Formula Capital - Local Authority & Voluntary Aided Sector Recipients£5,653
1 April 2024Department for EducationSchool Condition Allocation - Voluntary Aided Sector Recipients£2,832,039
1 April 2023Department for EducationConnect The Classroom£16,692
1 April 2023Department for EducationSchool Condition Allocation - Voluntary Aided Sector Recipients£2,824,672
1 April 2023Department for EducationDevolved Formula Capital - Local Authority & Voluntary Aided Sector Recipients£6,823
1 April 2023Department for EducationDevolved Formula Capital - Local Authority & Voluntary Aided Sector Recipients£5,397
19 December 2022National Churches TrustFoundation award to WORKINGTON, Our Lady Star of the Sea & St Michael£1,000
7 November 2022Cumbria Community FoundationWinter Warm Spot£1,345
9 September 2022Community Foundations for Lancashire & MerseysideNew Quatrefoil window and repointing£12,000
1 April 2022Department for EducationSchool Condition Allocation - Voluntary Aided Sector Recipients£3,258,769
25 March 2022Cumbria Community FoundationSmall hall essential repair£5,902
25 February 2022The National Lottery Community FundSt Mary's Hornby Garden Restoration£10,000
9 June 2021Cumbria Community FoundationWigton Food Pantry£2,740
1 April 2021Department for EducationSchool Condition Allocation - Voluntary Aided Sector Recipients£3,388,672
1 April 2021Department for EducationDevolved Formula Capital - Local Authority & Voluntary Aided Sector Recipients£6,847
1 April 2021Department for EducationDevolved Formula Capital - Local Authority & Voluntary Aided Sector Recipients£5,448
31 March 2021Cumbria Community FoundationWigton Food Pantry£2,000
31 March 2021Cumbria Community FoundationWigton Food Pantry£1,000
17 December 2020Cumbria Community FoundationAction against Hunger Food Pantry£4,500
5 November 2020National Churches TrustCornerstone award to WORKINGTON, Our Lady Star of the Sea and St Michael£10,000
4 November 2020Cumbria Community FoundationCatering facility upgrade£3,468
1 July 2020Cumbria Community FoundationUpgrade the Audio Visual facilities of the building£1,155
1 July 2020Cumbria Community FoundationUpgrade the Audio Visual facilities of the building£1,000
Page 1 of 2Older →

Who published this data

Grant records are published by the funders named below to 360Giving, each under the open licence shown. Contains public sector information licensed under the Open Government Licence v3.0 where that licence is shown. Governance Register has reformatted the data, removed duplicate rows and matched recipients and funders to register records; it has not changed the amounts or dates published.

About

Purposes and governing document

Register page (opens in a new tab)

Charitable objectsiAs filed with the Charity Commission. Clause breaks added for reading; the wording and capitals are unchanged.

  • (1)

    THE PROVISION MAINTENANCE AND UPKEEP OF CHURCHES PUBLIC CHAPELS AND PRESBYTERIES BELONGING TO OR CONNECTED WITH THE ROMAN CATHOLIC CHURCH IN THE DIOCESE

  • (2)

    THE PROVISION MAINTENANCE AND CARRYING ON OF THE RELIGIOUS SERVICES OF THE SAID CHURCH IN SUCH CHURCHES AND PUBLIC CHAPELS OR OTHERS OF A LIKE CHARACTER

  • (3)

    THE PROVISION MAINTENANCE AND UPKEEP OF HOUSES OF STUDY HALLS AND COLLEGES FOR THE EDUCATION AND TRAINING OF PRIESTS AND PERSONS DESIROUS OF BECOMING PRIESTS OF THE SAID CHURCH IN THE DIOCESE OR ELSEWHERE

  • (4)

    THE MAINTENANCE AND SUPPORT OF AND THE PROVISION OF MEDICAL AND SURGICAL AID FOR INFIRM AND AGED PRIESTS AND CLERICS OF THE SAID CHURCH AND THE BURIAL OF DECEASED PRIESTS AND CLERICS OF THE SAID CHURCH

  • (5)

    THE PROVISION OF NECESSARY HOLIDAYS AND REST FOR PRIESTS AND CLERICS OF THE SAID CHURCH ENGAGED IN ACTIVE WORK IN THE DIOCESE FOR THE PURPOSES THEREOF BUT SO THAT CONTRIBUTIONS MADE BY THE TRUSTEES UNDER THIS AND THE PRECEDING SUB-CLAUSE SHALL BE MADE ONLY TO OR IN RESPECT OF PERSONS WHOSE OWN MEANS (IF ANY) ARE IN THE OPINION OF THE TRUSTEES INADEQUATE FOR SUCH PURPOSES

  • (6)

    THE RELIEF OF POOR PERSONS PROFESSING THE ROMAN CATHOLIC RELIGION IN THE DIOCESE OR NEARLY RELATED TO PRIESTS OR CLERICS OF THE SAID CHURCH

  • (7)

    THE PROVISION MAINTENANCE AND UPKEEP OF SCHOOLS AND COLLEGES FOR THE GENERAL EDUCATION BOTH RELIGIOUS AND SECULAR OR RELIGIOUS OR SECULAR OF CHILDREN AND YOUNG PERSONS MEMBERS OF THE SAID CHURCH

  • (8)

    THE PROVISION MAINTENANCE AND UPKEEP OF HOUSES OF RESIDENCE FOR TEACHERS AND FOR STUDENTS IN ANY SUCH HOUSES OF STUDY HALLS SCHOOLS AND COLLEGES AS AFORESAID

  • (9)

    THE PROVISION MAINTENANCE AND UPKEEP OF HOMES FOR INFIRM AND AGED PRIESTS AND CLERICS OF THE SAID CHURCH IN THE DIOCESE BEING IN THE OPINION OF THE TRUSTEES WITHOUT ADEQUATE MEANS OF SUPPORT AND OF ALMSHOUSES FOR INFIRM AND AGED POOR PERSONS BEING MEMBERS OF THE SAID CHURCH

  • (10)

    THE PROVISION MAINTENANCE AND UPKEEP OF CEMETERIES OR BURYING PLACES FOR THE INTERMENT OF MEMBERS OF THE SAID CHURCH

  • (11)

    THE PROVISION MAINTENANCE AND UPKEEP OF PARISH ROOMS AND HALLS IN CONNECTION WITH ANY SUCH CHURCHES OR CHAPELS AS AFORESAID TO BE USED FOR THE CONSERVATION AND ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION IN THE DIOCESE OR OTHERWISE FOR THE ENLIGHTENMENT EDUCATION AND RELIGIOUS AND MORAL BENEFIT OF MEMBERS OF THE SAID CHURCH IN THE DIOCESE

  • (12)

    THE PROVISION AND MAINTENANCE OF HOSPITALS AND SANATORIA FOR POOR MEMBERS OF THE SAID CHURCH

  • (13)

    THE ACQUISITION OF SITES FOR AND OF GROUND TO BE HELD WITH BUILDINGS FOR ANY OF THE PURPOSES AFORESAID AND THE ERECTION RESTORING ALTERING ENLARGING MAINTAINING AND REPAIRING OF ANY BUILDINGS FOR ANY SUCH PURPOSES AND THE LAYING OUT MAINTENANCE AND UPKEEP OF GROUNDS IN CONNECTION WITH ANY SUCH BUILDINGS

  • (14)

    GENERALLY FOR ANY SUCH CHARITABLE PURPOSE OR PURPOSES AS IN THE OPINION OF THE BISHOP MAY BE CONDUCIVE TO THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION IN THE DIOCESE

  • (15)

    SUCH CHARITABLE PURPOSES AS SHALL ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE DIOCESE AS THE TRUSTEES WITH THE APPROVAL OF THE BISHOP SHALL FROM TIME TO TIME THINK FIT AND IF AT ANY TIME THE DIOCESE SHALL CEASE TO EXIST OR THERE SHALL CEASE TO BE ANY RELIGIOUS OR OTHER CHARITABLE WORK CARRIED ON BY THE DIOCESE THEN FOR SUCH OTHER LAWFUL CHARITABLE PURPOSES CONNECTED WITH THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES SHALL DETERMINE

What it does

  • General charitable purposes
  • Education/training
  • Disability
  • The prevention or relief of poverty
  • Overseas aid/famine relief
  • Accommodation/housing
  • Religious activities
  • Other charitable purposes

Who it helps

  • Children/young people
  • Elderly/old people
  • People with disabilities
  • Other charities or voluntary bodies
  • The general public/mankind

How it helps

  • Makes grants to individuals
  • Makes grants to organisations
  • Provides other finance
  • Provides human resources
  • Provides buildings/facilities/open space
  • Provides services
  • Provides advocacy/advice/information
  • Other charitable activities
Where it operates
Local authorities: Cumbria, Lancashire
Area of benefit
ROMAN CATHOLIC DIOCESE OF LANCASTER as filed
Governing document
DECLARATION OF TRUST DATED 31 JULY 1934 AS AMENDED BY THE SCHEME OF THE CHARITY COMMISSIONERS DATED 2 JUNE 1997.AS AMENDED BY SCHEME 8 AUGUST 2001. as filed
Register history
Working name
Diocese of Lancaster
Previous names
Lancaster Roman Catholic Diocesan Trust, Lancaster Roman Catholic Diocesan Trustees Registered

Policies the charity says it has

  • Risk management
  • Investment
  • Safeguarding vulnerable beneficiaries
  • Conflicting interests
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Internal risk management policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures

Source: Charity Commission for England and Wales, register of charities (governing document, classification, area of operation, register history and policies), Open Government Licence v3.0.

About

Full finances, balance sheet and filing record →