BELMONT ABBEY MISSION CIO

Charity Number: 1191221
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The advancement or maintenance of the Roman Catholic religion or other charitable purposes connected with the Roman Catholic church through the provision of parishes in England and Wales, and support of the work of Belmont Abbey General CIO

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £257,885
Total expenditure: £271,757

People

7 Trustee(s)

63 Volunteer(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:
  • Disability
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Cumbria
  • Herefordshire
  • Monmouthshire
  • Worcestershire

Governance

Registration history:
  • 09 September 2020: CIO registration
  • 17 June 2025: Funds received from 226277 BELMONT ABBEY MISSION TRUST
Organisation type:
CIO
Other names:

No other names

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
  • 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
Right Reverend Keith Brendan Martel Thomas OSB Chair 04 June 2024
BELMONT ABBEY GENERAL CIO
Received: On time
FATHER DAVID JAMES ALEXANDER KENYON Trustee 28 August 2024
BELMONT ABBEY GENERAL CIO
Received: On time
HOLY TRINITY MONASTERY
Received: On time
Rev Shaun Patrick Thomas Regan Trustee 28 August 2024
None on record
Rev Leo Primavesi Trustee 01 September 2023
None on record
Rev Stephen Joseph McGurk OSB STL Trustee 09 September 2020
None on record
Rev Michael Peter Cenydd Marrison Trustee 09 September 2020
None on record
Rev Mark Thomas Carney OSB Trustee 09 September 2020
BELMONT ABBEY GENERAL CIO
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/06/2021 30/06/2022 30/06/2023 31/12/2023
Total gross income £0 £4.08m £528.90k £257.89k
Total expenditure £0 £411.92k £525.44k £271.76k
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A
Income - Donations and legacies N/A £362.60k £412.93k N/A
Income - Other trading activities N/A £0 £0 N/A
Income - Charitable activities N/A £29.51k £20.22k N/A
Income - Endowments N/A £0 £0 N/A
Income - Investment N/A £65.45k £73.44k N/A
Income - Other N/A £3.62m £22.31k N/A
Income - Legacies N/A £0 £330 N/A
Expenditure - Charitable activities N/A £394.18k £499.70k N/A
Expenditure - Raising funds N/A £17.75k £25.74k N/A
Expenditure - Governance N/A £20.05k £18.90k N/A
Expenditure - Grants institution N/A £16.25k £0 N/A
Expenditure - Investment management N/A £17.75k £25.74k N/A
Expenditure - Other N/A £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 24 October 2024 On Time
Accounts and TAR 31 December 2023 24 October 2024 On Time Download Open in new window
Annual return 30 June 2023 12 March 2024 On Time
Accounts and TAR 30 June 2023 12 March 2024 On Time Download Open in new window
Annual return 30 June 2022 27 April 2023 On Time
Accounts and TAR 30 June 2022 27 April 2023 On Time Download Open in new window
Annual return 30 June 2021 13 April 2022 On Time
Accounts and TAR 30 June 2021 13 April 2022 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 - FOUNDATION REGISTERED 09 SEP 2020 AMENDED ON 22 SEP 2021

Charitable objects

THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT: (1) WITHIN THE AREAS OF THE MISSIONS, THE ADVANCEMENT OR MAINTENANCE OF THE ROMAN CATHOLIC RELIGION OR OTHER CHARITABLE PURPOSES CONNECTED WITH THE ROMAN CATHOLIC CHURCH; AND (2) THE SUPPORT OF THE WORK OF BELMONT ABBEY GENERAL CIO; IN SUCH WAYS AS THE TRUSTEES WITH THE APPROVAL OF THE ABBOT SHALL FROM TIME TO TIME THINK FIT.

Contact information

Address:
BELMONT ABBEY MONASTERY
RUCKHALL LANE
BELMONT
HEREFORD
HR2 9RZ
Phone:
01432374711
Email:
bursar@belmontabbey.org.uk
Website:

www.belmontabbey.org.uk Open in new window