Caldey Abbey

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.

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Activities & Mission

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Pembrokeshire

Financial Information

Latest Income

£1,288,544

Latest Expenditure

£1,067,498

Financial Efficiency

Program Ratio 30.3%

% of income going directly to charitable activities

Higher than 14% of UK Heritage charities with income £1M to £10M (sample: 344). How is this calculated?

Overall Efficiency 36.6%

% of expenditure going to programs (vs overhead)

Higher than 7% of UK Heritage charities with income £1M to £10M. How is this calculated?

Administrative Ratio 69.0%

Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 5% of UK Heritage charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £554,483

Charitable Activities £131,402

Other Trading £555,536

Investments £47,123

Other Income £0

Expenditure Categories

Charitable Expenditure £390,617

Raising Funds £665,440

Governance £70,992

Grants to Institutions £0

Other Expenditure £11,441

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2025	£1,288,544	£1,067,498	£390,617	£1,390,407	£955,532	13 / 4
2024	£707,571	£842,364	£392,575	£1,069,152	£879,568	13 / 3
2023	£672,392	£580,635	£187,204	£1,184,349	£1,054,475	12 / 0
2022	£620,663	£532,203	£212,720	£1,157,319	£1,114,062	12 / 10
2021	£306,344	£476,025				0 / 3

Staff column shows: Employees / Volunteers

Frequently asked questions about Caldey Abbey

What does Caldey Abbey do?

How much income did Caldey Abbey report in 2025?

Caldey Abbey reported total income of £1.29m and reported expenditure of £1.07m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is Caldey Abbey?

Caldey Abbey has a program ratio of 30.3%, meaning that share of its income goes directly to charitable activities. This is higher than 14% of UK Heritage charities with income £1M to £10M (sample of 344 charities). See our methodology for how this is calculated.

When was Caldey Abbey registered as a charity?

Caldey Abbey was registered with the Charity Commission for England and Wales on 19 January 1970 as charity number 259850. It has been registered for 56 years.

Who runs Caldey Abbey?

Caldey Abbey is governed by a board of 5 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Caldey Abbey operate?

Caldey Abbey operates in Pembrokeshire, as recorded in its Charity Commission filing.

Is Caldey Abbey a registered charity?

Yes — Caldey Abbey is a registered charity in England and Wales, charity number 259850.