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 2024

Total income:
£679,918

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £521.47k
Charitable activities £38.42k
Other trading activities £41.65k
Investments £78.04k
Other £350

Total expenditure:
£515,249

Text alternative for this canvas graphic is in the data table below.
Raising funds £0
Charitable activities £515.25k
Other £0

£50,408 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 £0
Charitable expenditure £515.25k
Retained for future use £164.67k

People

1 Employee(s)

7 Trustee(s)

12 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
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
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

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

Financial period end date

Income / Expenditure 30/06/2021 30/06/2022 30/06/2023 31/12/2023 31/12/2024
Total gross income £0 £4.08m £528.90k £257.89k £679.92k
Total expenditure £0 £411.92k £525.44k £271.76k £515.25k
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 £362.60k £412.93k N/A £521.47k
Income - Other trading activities N/A £0 £0 N/A £41.65k
Income - Charitable activities N/A £29.51k £20.22k N/A £38.42k
Income - Endowments N/A £0 £0 N/A £0
Income - Investment N/A £65.45k £73.44k N/A £78.04k
Income - Other N/A £3.62m £22.31k N/A £350
Income - Legacies N/A £0 £330 N/A £137.98k
Expenditure - Charitable activities N/A £394.18k £499.70k N/A £515.25k
Expenditure - Raising funds N/A £17.75k £25.74k N/A £0
Expenditure - Governance N/A £20.05k £18.90k N/A £35.96k
Expenditure - Grants institution N/A £16.25k £0 N/A £0
Expenditure - Investment management N/A £17.75k £25.74k N/A £0
Expenditure - Other N/A £0 £0 N/A £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 30/06/2021 30/06/2022 30/06/2023 31/12/2023 31/12/2024
Own use assets N/A £663.84k £612.69k N/A £598.28k
Long-term investments N/A £2.51m £2.49m N/A £2.68m
Other assets N/A £309.83k £327.72k N/A £500.53k
Defined benefit pension scheme asset or liability N/A £0 £0 N/A £0
Total liabilities N/A £30.95k £30.15k N/A £32.38k

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 2024 23 October 2025 On time
Accounts and TAR 31 December 2024 23 October 2025 On time Download Open in new window
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