THE DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL

Charity Number: 236803
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Social and pastoral work Operation of residential and care establishments Caring for members of the Congregation Overseas Missionary Work

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£3,939,627

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Donations and legacies £2.50m
Charitable activities £0
Other trading activities £0
Investments £728.23k
Other £711.39k

Total expenditure:
£38,894,776

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Raising funds £123.73k
Charitable activities £38.77m
Other £0

£1,339,281 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 £123.73k
Charitable expenditure £38.77m

People

103 Employee(s)

7 Trustee(s)

70 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1

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
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Scotland

Governance

Registration history:
  • 09 September 1964: Standard registration
Organisation type:
Trust
Other names:
  • SISTERS OF CHARITY OF ST VINCENT DE PAUL (Working name)
  • CHARITY FOR ROMAN CATHOLIC PURPOSES ADMINISTERED IN CONNECTION WITH THE SISTERS OF CHARITY OF ST VINCENT DE PAUL (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sister Theresa Tighe Chair 18 October 2024
THE DAUGHTERS OF CHARITY OF ST. VINCENT DE PAUL SERVICES
Received: On time
THE VINCENTIAN VOLUNTEERS LIMITED
Received: On time
CATHOLIC BLIND INSTITUTE
Received: On time
THE DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL CIO
Recently registered
Sister Kathleen Kennedy Trustee 20 January 2025
THE DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL CIO
Recently registered
Sister Anne Teresa Redmond Trustee 04 October 2023
THE DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL CIO
Recently registered
Sister Mary Teresa O'Neill Trustee 24 January 2022
THE DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL CIO
Recently registered
Sister Sarah Margaret King-Turner Trustee 05 March 2021
THE DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL CIO
Recently registered
Sister Maureen Ann Tinkler Trustee 17 February 2021
None on record
SISTER KATHLEEN HARTE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £9.09m £8.82m £4.68m £2.78m £3.99m
Total expenditure £11.16m £10.90m £17.32m £7.90m £38.89m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £102.14k £99.59k N/A N/A
Income - Donations and legacies £2.52m £2.21m £2.02m £1.94m £2.50m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £5.57m £5.68m £1.55m £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £967.67k £773.58k £738.45k £699.17k £728.23k
Income - Other £36.02k £157.95k £367.57k £140.38k £711.39k
Income - Legacies £354.48k £93.95k £15.48k £57.79k £730.70k
Expenditure - Charitable activities £11.07m £10.75m £17.16m £7.76m £38.77m
Expenditure - Raising funds £93.87k £152.44k £163.61k £148.75k £123.73k
Expenditure - Governance £116.87k £71.52k £146.07k £58.17k £131.14k
Expenditure - Grants institution £201.83k £392.67k £2.22m £0 £633.07k
Expenditure - Investment management £93.87k £152.44k £163.61k £148.75k £123.73k
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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £16.73m £15.29m £10.53m £10.36m £0
Long-term investments £35.21m £37.52m £40.83m £31.37m £9.20m
Other assets £4.36m £4.02m £2.95m £2.19m £50.00k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £701.86k £795.65k £8.27m £6.63m £5.53m

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 December 2023 13 August 2024 On Time
Accounts and TAR 31 December 2023 13 August 2024 On Time
Annual return 31 December 2022 28 July 2023 On Time
Accounts and TAR 31 December 2022 28 July 2023 On Time
Annual return 31 December 2021 04 August 2022 On Time
Accounts and TAR 31 December 2021 04 August 2022 On Time
Annual return 31 December 2020 03 August 2021 On Time
Accounts and TAR 31 December 2020 03 August 2021 On Time
Annual return 31 December 2019 31 October 2020 On Time
Accounts and TAR 31 December 2019 31 October 2020 On Time
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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.

DATED 05/06/1964 AS AMENDED BY SCHEME DATED 20/12/1983 AS AMENDED BY SCHEME DATED 24/06/1997 AS AFFECTED BY RESOLUTION MADE UNDER S74 OF THE CHARITIES ACT 1993 13/10/2008 AS AMENDED BY SCHEME DATED 09/05/2011 AS AMENDED BY SCHEME DATED 17 FEB 2023

Charitable objects

THE PRESENT TRUSTEES DO AND THE TRUSTEES SHALL STAND POSSESSED OF THE TRUST PROPERTY AND OF THE INCOME OF THE TRUST PROPERTY UPON TRUST TO APPLY THE SAME EITHER AS CAPITAL OR INCOME FOR SUCH CHARITABLE PURPOSES AS SHALL ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE PROVINCE ANYWHERE IN THE WORLD AS THE TRUSTEES WITH THE APPROVAL OF THE PROVINCIAL SHALL FROM TIME TO TIME THINK FIT PROVIDED THAT: (1) THE TRUST PROPERTY AND THE INCOME THEREOF SHALL NOT BE APPLICABLE TO ADVANCE RELIGIOUS OR OTHER CHARITABLE WORK OF THE PROVINCE WHICH THE TRUSTEES WITH THE APPROVAL OF THE PROVINCIAL CONSIDER SHOULD BE ADVANCED BY THE USE OF OTHER ASSETS (2) IF AT ANY TIME THE COMMUNITY SHALL CEASE TO EXIST OR SHALL CEASE TO CARRY ON RELIGIOUS OR OTHER CHARITABLE WORK IN THE PROVINCE THEN FOR SUCH OTHER LAWFUL CHARITABLE PURPOSES CONNECTED WITH THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE”.

Area of benefit

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

NOT DEFINED.

Contact information

Address:
PROVINCIAL HOUSE
THE RIDGEWAY
LONDON
NW7 1RE
Phone:
02089063777
Email:
secretariat@dcmillhill.org
Website:

www.daughtersofcharity.net Open in new window