HCPT (HOSANNA HOUSE AND CHILDREN'S PILGRIMAGE TRUST)

Charity number: 281074
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Offering children and adults with disabilities pilgrimage holidays to Lourdes, France.

Income and expenditure

Data for financial year ending 31 October 2023

Total income:
£3,752,022

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Donations and legacies £1.03m
Charitable activities £1.79m
Other trading activities £842.95k
Investments £87.29k
Other £0

Total expenditure:
£5,315,798

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Raising funds £757.74k
Charitable activities £4.56m
Other £0

-£259,041 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £757.74k
Charitable expenditure £4.56m

People

16 Employee(s)

11 Trustee(s)

3800 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Disability
  • Religious Activities
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales
  • France
  • Scotland

Governance

Registration history:
  • 09 October 1980: Standard registration
  • 06 March 2020: Funds received from 701466 FLAME TRUST FUND
  • 17 March 2022: Funds received from 1043293 HHLG - HEATH HOSPITAL LOURDES GROUP
  • 14 April 2023: Funds received from 513172 JOHN AND MARGARET GALVIN TRUST FUND
Organisation type:
Charitable company
Other names:
  • HCPT (Working name)
  • HCPT - THE PILGRIMAGE TRUST (Previous name)
  • HCPT PILGRIMAGE TRUST (Previous name)
Company number:
01095198 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Emma Jane Derby Chair 13 May 2017
None on record
Fiona McCormack Trustee 03 July 2024
None on record
Clare O'Brien Trustee 08 June 2024
None on record
Cristina Kearney Trustee 02 March 2024
None on record
Father Damian Cassidy Trustee 02 March 2024
None on record
Charlie O'Sullivan Trustee 19 December 2022
None on record
Carl Adi Pandole Trustee 15 June 2019
None on record
Christopher John O'Dowd-Booth Trustee 15 June 2019
None on record
Diane Reid Trustee 07 July 2018
LAKELAND ARTS
Received: On time
Helen Young Trustee 19 May 2018
None on record
Timothy Paul Righton Trustee 09 July 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Total gross income £4.75m £1.70m £1.80m £2.00m £3.75m
Total expenditure £4.55m £1.60m £1.38m £2.56m £5.32m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £1.94m £1.06m £1.22m £931.45k £1.03m
Income - Other trading activities £735.15k £585.12k £477.65k £382.90k £842.95k
Income - Charitable activities £2.03m £14.76k £36.59k £614.87k £1.79m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £49.72k £46.63k £62.49k £67.47k £87.29k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £1.00m £520.49k £895.99k £674.85k £413.24k
Expenditure - Charitable activities £3.95m £1.23m £1.04m £2.14m £4.56m
Expenditure - Raising funds £601.82k £366.97k £338.66k £421.95k £757.74k
Expenditure - Governance £81.08k £75.16k £49.10k £53.91k £87.22k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £27.24k £29.84k £36.37k £38.56k £32.59k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Own use assets £1.21m £1.33m £1.24m £1.21m £1.16m
Long-term investments £4.02m £4.20m £4.92m £4.79m £3.28m
Other assets £1.61m £1.92m £2.25m £1.65m £1.31m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £201.20k £491.93k £364.58k £355.51k £295.41k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 October 2023 11 July 2024 On Time
Accounts and TAR 31 October 2023 11 July 2024 On Time Download Open in new window
Annual return 31 October 2022 28 September 2023 28 days late
Accounts and TAR 31 October 2022 28 September 2023 28 days late Download Open in new window
Annual return 31 October 2021 30 August 2022 On Time
Accounts and TAR 31 October 2021 30 August 2022 On Time Download Open in new window
Annual return 31 October 2020 30 August 2021 On Time
Accounts and TAR 31 October 2020 30 August 2021 On Time Download Open in new window
Annual return 31 October 2019 31 August 2020 On Time
Accounts and TAR 31 October 2019 31 August 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 08/02/1973 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/07/1980 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/08/1980 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/12/1980 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23/05/1998 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/05/2005 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 19/05/2012 AS REGISTERED AT COMPANIES HOUSE ON 05/11/2012 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/05/2015 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 27/05/2015

Charitable objects

THE OBJECTS OF THE CHARITY ARE IN PARTICULAR, BUT NOT EXCLUSIVELY, THE TAKING OF, OR ASSISTANCE IN THE TAKING OF, DISABLED CHILDREN AND ADULTS ON PILGRIMAGE TO LOURDES OR SUCH OTHER PLACE OF PILGRIMAGE AS THE CHARITY MAY IN ITS ABSOLUTE DISCRETION DECIDE WITH THE PURPOSE OF ENRICHING THE ROMAN CATHOLIC FAITH AND THE RELIEF OF SICKNESS AND SUFFERING

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
H C P T
Oakfield Park
32 Bilton Road
Rugby
CV22 7HQ
Phone:
01788564646
Email:
hq@hcpt.org.uk
Website:

www.hcpt.org.uk Open in new window