THE CONGREGATION OF THE SISTERS OF NAZARETH CHARITABLE TRUST

Charity number: 228906
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of care and assistance to the elderly. Provision of nursery services. Provision of healthcare services overseas.

Income and expenditure

Data for financial year ending 31 March 2024

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.

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:
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 03 September 1965: Standard registration
  • 05 December 2007: Removed (Ceased to exist)
Organisation type:
Trust
Other names:
  • NAZARETH HOUSE (Working name)
  • CONGREGATION OF THE POOR SISTERS OF NAZARETH (Previous name)
  • CONGREGATION OF THE SISTERS OF NAZARETH (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sister Doreen Cunningham Chair 07 October 2019
NAZARETH CARE CHARITABLE TRUST
Received: On time
Sister Celine Marie Donnelly Trustee 17 October 2022
NAZARETH CARE CHARITABLE TRUST
Received: On time
SR TERESA BERNADETT FALLON Trustee 29 January 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £6.71m £6.74m £2.89m £2.89m £2.45m
Total expenditure £10.43m £7.39m £4.58m £4.39m £11.38m
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 £1.34m £1.24m £1.42m £1.37m £915.63k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £3.94m £4.02m £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £89.48k £89.03k £79.81k £128.95k £180.17k
Income - Other £1.34m £1.39m £1.40m £1.39m £1.35m
Income - Legacies £0 £112.03k £376.37k £537.88k £25.35k
Expenditure - Charitable activities £7.14m £7.35m £3.13m £4.39m £4.30m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £0 £20.88k £0 £27.42k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £3.29m £48.63k £1.44m £0 £7.08m

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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £41.93m £41.48m £40.38m £38.35m £35.74m
Long-term investments £471.19k £471.19k £471.19k £2.05m £1.11m
Other assets £5.94m £6.23m £4.83m £4.92m £4.21m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £9.02m £9.51m £8.70m £8.30m £7.49m

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 March 2024 13 November 2024 On Time
Accounts and TAR 31 March 2024 13 November 2024 On Time Download Open in new window
Annual return 31 March 2023 16 January 2024 On Time
Accounts and TAR 31 March 2023 16 January 2024 On Time Download Open in new window
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 31 January 2023 On Time Download Open in new window
Annual return 31 March 2021 15 December 2021 On Time
Accounts and TAR 31 March 2021 15 December 2021 On Time Download Open in new window
Annual return 31 March 2020 30 January 2021 On Time
Accounts and TAR 31 March 2020 30 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Linked charities

Linked charities
Governing document
DECLARATIONS OF TRUST DATED 29 NOVEMBER 1893 7 MARCH 1908 1 APRIL 1926 AND 23 MAY 1936
Charitable objects
THE CARE OF THE AGED, INFIRM AND DESTITUTE POOR OF BOTH SEXES AND THE RECEPTION OF ORPHAN OR ABANDONED CHILDREN AND OF THOSE WHO ARE DEFORMED OR SUFFER FROM ANY INCURABLE DISEASE OTHER THAN A MENTAL EPILEPTIC OR CONTAGIOUS DISEASE.
Area of benefit
NOT DEFINED
Registration history
  • 03 September 1965 : Standard registration
  • 05 December 2007 : Removed

Contact information

Address:
NAZARETH HOUSE
162 EAST END ROAD
LONDON
N2 0RU
Phone:
020 8444 4427