STONYHURST

Charity number: 1127929
Charity reporting is overdue by 33 days

Charity overview

Activities - how the charity spends its money

The activities of the charity are to; A - Advance the Roman Catholic Religion and B - Advance Education By the conduct of one or more Roman Catholic schools in the charism of the Society of Jesus and by ancillary religious and educational activities for the benefit of the community at large.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £23,763,704
Total expenditure: £25,429,101

People

13 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
  • Religious Activities
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Lancashire

Governance

Registration history:
  • 05 February 2009: Standard registration
  • 16 June 2016: Funds received from 1064460 CATHOLIC NATIONAL LIBRARY
Organisation type:
Charitable company
Other names:
  • STONEYHURST (Previous name)
Company number:
06632303 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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Stephen William Morris Trustee 01 September 2024
None on record
Dr Simon Michael BELDERBOS Trustee 01 September 2024
None on record
Fr Andrew Dushan CROOS Trustee 11 June 2024
None on record
David Mark Hurst Trustee 02 February 2024
None on record
Helen MCCORMICK Trustee 29 September 2023
None on record
Andrew Noyons Trustee 11 September 2023
THE STONYHURST FOUNDATION
Received: On time
Sarah Virginia Lucy Young Trustee 01 September 2023
None on record
Dr Aileen Brady Trustee 01 September 2021
None on record
Joanne Dodd Trustee 01 September 2019
None on record
Gerard Lagerberg Trustee 01 September 2018
STONYHURST ASSOCIATION CHARITABLE TRUST
Received: On time
STONYHURST WAR MEMORIAL TRUST
Received: On time
Simon Glassbrook Trustee 08 December 2017
None on record
Christine Kuenen Trustee 08 December 2017
None on record
Rev Roger Dawson Trustee 01 May 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £16.12m £16.40m £21.15m £22.73m £23.76m
Total expenditure £19.97m £19.52m £22.08m £23.77m £25.43m
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 £721.71k £667.50k £966.69k £1.21m N/A
Income - Other trading activities £187.04k £68.56k £126.58k £188.66k N/A
Income - Charitable activities £13.25m £14.33m £19.25m £20.33m N/A
Income - Endowments £0 £0 £0 £0 N/A
Income - Investment £822.51k £745.51k £806.65k £998.71k N/A
Income - Other £1.14m £588.73k £5.37k £2.26k N/A
Income - Legacies £721.71k £0 £0 £0 N/A
Expenditure - Charitable activities £18.96m £18.70m £20.97m £22.17m N/A
Expenditure - Raising funds £1.01m £818.99k £1.11m £1.60m N/A
Expenditure - Governance £9.42k £2.97k £28.11k £12.21k N/A
Expenditure - Grants institution £1.04m £480.15k £0 £0 N/A
Expenditure - Investment management £133.32k £199.77k £204.59k £186.45k N/A
Expenditure - Other £0 £0 £0 £0 N/A

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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Own use assets £37.03m £36.10m £37.61m £38.69m N/A
Long-term investments £32.35m £41.59m £38.59m £36.83m N/A
Other assets £1.59m £1.62m £2.24m £2.71m N/A
Defined benefit pension scheme asset or liability £0 £0 £0 £0 N/A
Total liabilities £11.71m £15.91m £17.36m £17.62m 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 August 2024 Overdue Charity reporting is overdue by 33 days
Accounts and TAR 31 August 2024 24 June 2025 On time Download Open in new window
Annual return 31 August 2023 01 July 2024 1 days late
Accounts and TAR 31 August 2023 01 July 2024 1 days late Download Open in new window
Annual return 31 August 2022 06 June 2023 On time
Accounts and TAR 31 August 2022 06 June 2023 On time Download Open in new window
Annual return 31 August 2021 07 June 2022 On time
Accounts and TAR 31 August 2021 07 June 2022 On time Download Open in new window
Annual return 31 August 2020 26 June 2021 On time
Accounts and TAR 31 August 2020 26 June 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 27 JUNE 2008 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 07 DEC 2018 AS REGISTERED AT COMPANIES HOUSE ON 10 JAN 2019

Charitable objects

THE OBJECTS OF THE CHARITY ARE TO: (A) ADVANCE THE ROMAN CATHOLIC RELIGION; AND (B) ADVANCE EDUCATION; BY THE CONDUCT OF ONE OR MORE ROMAN CATHOLIC SCHOOLS IN THE CHARISM OF THE SOCIETY OF JESUS AND BY ANCILLARY RELIGIOUS AND EDUCATIONAL ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY AT LARGE ("THE OBJECTS")

Area of benefit

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

UNDEFINED. IN PRACTICE, LOCAL

Contact information

Address:
STONYHURST COLLEGE
STONYHURST
CLITHEROE
BB7 9PZ
Phone:
01254827345
Email:
bursar@stonyhurst.ac.uk
Website:

www.stonyhurst.ac.uk Open in new window