Birmingham Diocesan Trust Annual report and financial statements for the year ended 31 December 2022

Finance Report  2022 Overview

Finance Report Overview 2022 (printable version)

Often referred to as the Finance Office, this department also includes the Gift Aid team.

The department is headed up by Head of Finance, Steve Roche.

The main functions of the department are to produce the consolidated annual accounts, covering the whole of the Archdiocese - including all of its 227 parishes - and to submit Gift Aid and Gift Aid Small Donations claims to HMRC. 

The team also manages the central curia budgets and accounts, and administers the bulk settlement of the majority of second collections made for other charities by parishes.

As part of those functions, staff provide friendly support and advice to parishes and chaplaincies on a wide range of finance based issues. 

The department provides a centralised payroll function and undertakes internal audit visits.  It also administers the OPAS accounts and Gift Aid system used by all parishes and many chaplaincies.

The office also acts as a link to the various bulk purchase schemes approved by the Archdiocese, such as IFM for gas, electricity and fuel oil, Toshiba for copiers and Churchmarketplace for many other supplies including computer software.

Contacts

Gift Aid Co-Ordinators: Wendy Cleary and John Nolan 
Tel: 0121 230 6219
Head of Finance: Steve Roche
Tel: 0121 230 6220 Mob: 07728 540383                
Finance Manager: Sue Simkiss
Tel: 0121 230 6283
Parish Finance Support Manager : Stuart Jelf
Tel: 0121 230 6222
Parish Payroll & Finance Officer: Emma Randle
Tel: 0121 230 6226
Ledger Clerk: Kerry McKenna
Tel: 0121 230 6217
IT and Admin Officer: Matthew Puczylowski
Tel: 0121 230 6216