THE ENGLISH PROVINCE OF THE INSTITUTE OF FRANCISCAN MISSIONARIES OF MARY

Charity Number: 249515
Removed charity

Charity overview

Activities - how the charity spends its money

The principal charitable aims of the charity were to support the religious and other charitable works of the members of the Institute and to care for them throughout their lives. The activities of the charity fall into three main areas: the social and pastoral work of the sisters, caring for members of the Institute, and running the Retreat and Conference Centre in Cold Ash, Berkshire.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £100,148
Total expenditure: £117,673

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 Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
  • Provides Services
Where the charity operates:
  • Throughout England
  • Algeria
  • Ireland
  • Italy
  • Malta
  • Pakistan
  • Poland
  • South Africa
  • South Korea
  • Syria
  • United States

Governance

Registration history:
  • 12 December 1966: Standard registration
  • 21 March 2025: Removed (Transfer of funds)
  • 21 March 2025: Funds transferred to 1199658 FRANCISCAN MISSIONARIES OF MARY UK CIO
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not 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
  • 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

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £1.72m £5.04m £5.93m £3.46m £100.15k
Total expenditure £2.70m £3.42m £5.87m £2.30m £117.67k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £11.34k N/A N/A N/A
Income - Donations and legacies £770.27k £2.89m £2.91m £2.62m N/A
Income - Other trading activities £0 £0 £0 £0 N/A
Income - Charitable activities £135.98k £46.79k £3.52k £47.31k N/A
Income - Endowments £0 £0 £0 £0 N/A
Income - Investment £715.27k £644.90k £689.75k £755.91k N/A
Income - Other £93.67k £1.46m £2.33m £29.40k N/A
Income - Legacies £40.24k £128.18k £0 £73.54k N/A
Expenditure - Charitable activities £2.68m £3.40m £5.86m £2.29m N/A
Expenditure - Raising funds £17.92k £17.49k £6.91k £12.18k N/A
Expenditure - Governance £28.54k £28.82k £28.62k £100.35k N/A
Expenditure - Grants institution £846.49k £1.60m £1.66m £495.78k N/A
Expenditure - Investment management £4.55k £3.82k £6.91k £9.74k N/A
Expenditure - Other £0 £0 £0 £0 N/A

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 01 October 2024 On Time
Accounts and TAR 31 December 2023 01 October 2024 On Time
Annual return 31 December 2022 25 October 2023 On Time
Accounts and TAR 31 December 2022 25 October 2023 On Time
Annual return 31 December 2021 13 September 2022 On Time
Accounts and TAR 31 December 2021 13 September 2022 On Time
Annual return 31 December 2020 21 September 2021 On Time
Accounts and TAR 31 December 2020 21 September 2021 On Time
Annual return 31 December 2019 23 September 2020 On Time
Accounts and TAR 31 December 2019 23 September 2020 On Time
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.

TRUST DEED DATED 19TH SEPTEMBER 1966

Charitable objects

THE ADVANCEMENT OF THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE SOCIETY KNOWN AS THE ENGLISH PROVINCE OF THE INSTITUTE OF FRANCISCAN MISSIONARIES OF MARY

Area of benefit

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

NOT DEFINED