ST MARY'S COLLEGE OSCOTT CIO

Charity number: 1172979
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity operates the Roman Catholic Seminary of the Archdiocese of Birmingham at Oscott College, for the education of men in Holy Orders (Priesthood and Permanent Diaconate). The programme of study lasts up to 6 years. The CIO also maintains the College building and grounds and operates a Catholic Cemetery. Other lawful charitable activities for the propagation of the RC faith are undertaken.

Income and expenditure

Data for financial year ending 31 July 2024

Total income:
£2,600,000

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Donations and legacies £5.00k
Charitable activities £1.66m
Other trading activities £0
Investments £940.00k
Other £0

Total expenditure:
£3,762,000

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Raising funds £98.00k
Charitable activities £3.66m
Other £0

£1,009,000 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.

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Raising funds and other expenditure £98.00k
Charitable expenditure £3.66m

People

44 Employee(s)

9 Trustee(s)

12 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Religious Activities
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Birmingham City

Governance

Registration history:
  • 10 May 2017: CIO registration
  • 23 October 2024: Funds received from 529036 ST MARY'S COLLEGE (OSCOTT COLLEGE)
Organisation type:
CIO
Other names:

No other names

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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
The Most Reverend BERNARD LONGLEY Chair 10 May 2017
None on record
Christopher Michael Gaskell Trustee 18 July 2024
None on record
Right Reverend David Ernest Charles Evans Trustee 18 July 2024
BIRMINGHAM DIOCESAN TRUST
Received: On time
MARYVALE INSTITUTE
Received: On time
John Richard Gibbons Trustee 18 July 2024
None on record
Janet Mary Mellor Trustee 16 February 2023
THE ST BARNABAS SOCIETY
Received: On time
THE CONVERTS' AID SOCIETY
Charity reporting is overdue by 206 days
Bernard Thaddeus O'Driscoll Trustee 16 February 2023
None on record
Michael Francis Swinburne Trustee 27 July 2021
FRIENDS OF THE HOLY LAND
Received: On time
FRIENDS OF THE HOLY LAND
Received: On time
The Right Reverand RICHARD ADRIAN WALKER LLB STL Trustee 10 May 2017
None on record
ANDREW WILLIAM GRANT Trustee 10 May 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £2.65m £2.60m £2.95m £3.19m £2.60m
Total expenditure £2.80m £2.90m £3.04m £3.79m £3.76m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £81.59k £30.35k £22.00k £5.00k N/A
Income - Donations and legacies £110.00k £67.00k £55.00k £602.00k £5.00k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.52m £1.70m £1.96m £1.71m £1.66m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £936.00k £797.00k £907.00k £877.00k £940.00k
Income - Other £82.00k £30.00k £22.00k £5.00k £0
Income - Legacies £22.00k £62.00k £53.00k £0 £0
Expenditure - Charitable activities £2.70m £2.79m £2.92m £3.69m £3.66m
Expenditure - Raising funds £100.00k £107.00k £114.00k £101.00k £98.00k
Expenditure - Governance £19.00k £19.00k £15.00k £18.00k £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £100.00k £107.00k £114.00k £101.00k £98.00k
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 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Own use assets £14.37m £14.31m £14.32m £15.76m £15.97m
Long-term investments £29.92m £35.12m £32.56m £30.56m £31.56m
Other assets £607.00k £695.00k £527.00k £330.00k £188.00k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £215.00k £141.00k £149.00k £177.00k £220.00k

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 July 2024 07 March 2025 On Time
Accounts and TAR 31 July 2024 07 March 2025 On Time Download Open in new window
Annual return 31 July 2023 25 March 2024 On Time
Accounts and TAR 31 July 2023 25 March 2024 On Time Download Open in new window
Annual return 31 July 2022 08 March 2023 On Time
Accounts and TAR 31 July 2022 08 March 2023 On Time Download Open in new window
Annual return 31 July 2021 17 March 2022 On Time
Accounts and TAR 31 July 2021 17 March 2022 On Time Download Open in new window
Annual return 31 July 2020 27 May 2021 On Time
Accounts and TAR 31 July 2020 27 May 2021 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.

CIO - FOUNDATION Registered 10 May 2017 as amended on 14 Dec 2023

Charitable objects

THE OBJECTS OF THE CIO ARE ONE OR MORE THAN ONE OR ALL OF THE FOLLOWING OBJECTS AS SHALL BE DIRECTED FROM TIME TO TIME BY THE ARCHBISHOP IN HIS ABSOLUTE DISCRETION:- (1) THE PROVISION OF A COLLEGE FOR THE EDUCATION OF STUDENTS BEING CANDIDATES FOR HOLY ORDERS IN THE ROMAN CATHOLIC CHURCH EITHER GRATUITOUSLY OR OTHERWISE (2) THE MAINTENANCE UPKEEP AND EQUIPPING OF ANY SUCH COLLEGE INCLUDING EXTENSIONS AND ANY REBUILDING OR RE-EQUIPPING (3) THE EDUCATION MAINTENANCE AND SUPPORT OF STUDENTS IN THE DIOCESE BEING CANDIDATES FOR HOLY ORDERS IN THE ROMAN CATHOLIC CHURCH (4) THE ONGOING FORMATION AND TRAINING OF THOSE IN HOLY ORDERS IN THE ROMAN CATHOLIC CHURCH (5) THE PROVISION OF LAND FOR AND THE UPKEEP MAINTENANCE AND ADMINISTRATION OF A ROMAN CATHOLIC CEMETERY OR PLACE FOR BURIAL (OR DISPOSAL BY ANY OTHER MEANS FOR THE TIME BEING AUTHORISED BY THE ROMAN CATHOLIC CHURCH) OF THE MORTAL REMAINS OF DECEASED PERSONS SUCH OTHER LAWFUL CHARITABLE PURPOSES CONNECTED WITH THE MAINTENANCE AND PROPAGATION OF THE ROMAN CATHOLIC RELIGION AS THE ARCHBISHOP SHALL FROM TIME TO TIME DECIDE. NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH THE CHARITIES ACT 2011.

Contact information

Address:
OSCOTT COLLEGE
CHESTER ROAD
SUTTON COLDFIELD
B73 5AA
Phone:
01213215030
Email:
enquiries@oscott.org
Website:

www.oscott.net Open in new window