THE CHARITY OF THE ROMAN UNION OF THE ORDER OF ST URSULA

Charity number: 1187069
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

General charitable purposes, education and training, religious activities, the prevention or relief of poverty, overseas aid/famine relief Helps: children / young people, elderly/old people, other charities / voluntary bodies, general public/mankind How: provides human resources, provides buildings/ facilities./open space provides services, grants to organisations Where: England

Income and expenditure

Data for financial year ending 30 June 2024

Total income:
£2,666,281

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £902.44k
Charitable activities £0
Other trading activities £0
Investments £460.14k
Other £1.30m

Total expenditure:
£1,568,850

Text alternative for this canvas graphic is in the data table below.
Raising funds £105.64k
Charitable activities £1.46m
Other £0

£1,195,866 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 £105.64k
Charitable expenditure £1.46m
Retained for future use £1.10m

People

13 Employee(s)

6 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • General Charitable Purposes
  • Religious Activities
Who the charity helps:
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Kent
  • Manchester City
  • Throughout London

Governance

Registration history:
  • 20 December 2019: CIO registration
  • 09 December 2021: Funds received from 245661 THE CHARITY OF THE ROMAN UNION OF THE ORDER OF ST ...
Organisation type:
CIO
Other names:
  • URSULINES (Working name)
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

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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Kathleen Mary Colmer Chair 01 December 2019
None on record
Almerinda Elena D'Aprano Trustee 09 January 2025
None on record
Catherine Kelly Trustee 14 November 2023
None on record
Nicholas Jeremy Richardson Trustee 14 July 2020
None on record
Maureen Ann Dolours Moloney Trustee 01 December 2019
None on record
MARILYN ASHPOLE Trustee 01 December 2019
None on record

Financial history

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

Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £0 £1.46m £1.35m £1.46m £2.67m
Total expenditure £0 £1.42m £1.60m £1.65m £1.57m
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 N/A £955.66k £942.98k £974.51k £902.44k
Income - Other trading activities N/A £0 £0 £0 £0
Income - Charitable activities N/A £232.45k £1.92k £0 £0
Income - Endowments N/A £0 £0 £0 £0
Income - Investment N/A £250.09k £381.64k £448.26k £460.14k
Income - Other N/A £19.17k £19.05k £42.21k £1.30m
Income - Legacies N/A £0 £0 £5.37k £9.88k
Expenditure - Charitable activities N/A £1.34m £1.49m £1.54m £1.46m
Expenditure - Raising funds N/A £76.96k £113.60k £105.93k £105.64k
Expenditure - Governance N/A £9.72k £12.24k £61.25k £54.49k
Expenditure - Grants institution N/A £15.00k £22.21k £0 £0
Expenditure - Investment management N/A £76.96k £113.60k £105.93k £105.64k
Expenditure - Other N/A £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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Own use assets N/A £6.69m £6.67m £6.66m £3.35m
Long-term investments N/A £16.51m £15.30m £14.21m £15.33m
Other assets N/A £1.84m £1.42m £2.17m £6.60m
Defined benefit pension scheme asset or liability N/A £0 £0 £0 £0
Total liabilities N/A £207.16k £281.29k £291.49k £108.66k

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 30 June 2024 07 April 2025 On Time
Accounts and TAR 30 June 2024 07 April 2025 On Time Download Open in new window
Annual return 30 June 2023 15 April 2024 On Time
Accounts and TAR 30 June 2023 15 April 2024 On Time Download Open in new window
Annual return 30 June 2022 09 March 2023 On Time
Accounts and TAR 30 June 2022 09 March 2023 On Time Download Open in new window
Annual return 30 June 2021 29 March 2022 On Time
Accounts and TAR 30 June 2021 29 March 2022 On Time Download Open in new window
Annual return 30 June 2020 23 March 2021 On Time
Accounts and TAR 30 June 2020 23 March 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 - ASSOCIATION Registered 20 Dec 2019

Charitable objects

THE OBJECTS OF THE CIO ARE THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION THROUGH THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE ENGLISH PROVINCE OF THE ORDER AS THE TRUSTEES WITH THE APPROVAL OF THE PROVINCIAL PRIORESS SHALL FROM TIME TO TIME THINK FIT. IF AT ANY TIME THE ENGLISH PROVINCE OF THE ORDER SHALL CEASE TO EXIST THEN FOR THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION THROUGH THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE ORDER AS THE TRUSTEES WITH THE APPROVAL OF THE PRIORESS GENERAL SHALL FROM TIME TO TIME THINK FIT. IF AT ANY TIME THE ORDER SHALL CEASE TO EXIST THEN FOR THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION THROUGH SUCH OTHER LAWFUL CHARITABLE PURPOSES AS THE TRUSTEES SHALL DETERMINE.

Contact information

Address:
Ursuline Provincialate
38 GROSVENOR ROAD
LONDON
E7 8JA
Phone:
0203 422 0901
Email:
provincial.ursuline@gmail.com
Website:

http://www.ursulinesuk.org Open in new window