SACRED HEART FATHERS TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Other
Registered: 8 May 1963
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £434,116
Latest expenditure: £572,668
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Smithstone House, Dalgarven, KILWINNING, KA13 6PL

02 Activities

What the charity does

The order operates retreats and spiritual exercises on a daily basis at various locations within the British Isles. Smithstone House in Kilwinning facilitates a community service learning program for offenders. The order promotes courses and conferences for young people from inner cities and deprived areas. In Bootle the order also cares for seafarers, most of whom come from developing countries.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 29 May 2026
Date Accounts Received: 29 May 2026
Total Gross Income: £434,116
Total Gross Expenditure: £572,668

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 29 April 2025
Date Accounts Received: 29 April 2025
Total Gross Income: £605,031
Total Gross Expenditure: £811,097

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 25 November 2024
Date Accounts Received: 25 November 2024
Total Gross Income: £401,000
Total Gross Expenditure: £612,000

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 22 November 2024
Date Accounts Received: 22 November 2024
Total Gross Income: £504,000
Total Gross Expenditure: £608,000

Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 April 2022
Date Annual Return Received: 23 December 2022
Date Accounts Received: 23 December 2022
Total Gross Income: £473,088
Total Gross Expenditure: £517,988

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 29 May 2026
Total Gross Income: £434,116
Total Gross Expenditure: £572,668
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 29 April 2025
Total Gross Income: £605,031
Total Gross Expenditure: £811,097
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 25 November 2024
Total Gross Income: £401,000
Total Gross Expenditure: £612,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 22 November 2024
Total Gross Income: £504,000
Total Gross Expenditure: £608,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 23 December 2022
Total Gross Income: £473,088
Total Gross Expenditure: £517,988
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 29 April 2025
Income Donations And Legacies: 186896
Income Other Trading Activities: 0
Income Charitable Activities: 115387
Income Investments: 294140
Income Other: 8608
Income Total Income And Endowments: 605031
Income Legacies: 157946
Income Endowments: 0
Expenditure Raising Funds: £19,466
Expenditure Charitable Expenditure: £633,768
Expenditure Other: 157863
Expenditure Total: 811097
Expenditure Investment Management: 19466
Expenditure Grants Institution: 0
Expenditure Governance: 15044
Expenditure Support Costs: 53785
Expenditure Depreciation: 57368
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 484521
Gain Loss Other: 0
Reserves: £2,443,827
Assets Total Fixed: 8654685
Assets Own Use: 1884808
Assets Long Term Investment: 6769877
Defined Benefit Pension Scheme: 0
Assets Other Assets: £3,436,928
Assets Total Liabilities: £786,765
Assets Current Investment: 0
Assets Total Assets And Liabilities: £11,304,848
Creditors One Year Total Current: 786765
Creditors Falling Due After One Year: 0
Assets Cash: £3,017,517
Funds Endowment: 0
Funds Unrestricted: 11098511
Funds Restricted: 206337
Funds Total: 11304848
Count Employees: 2
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 22 November 2024
Income Donations And Legacies: 113000
Income Other Trading Activities: 15000
Income Charitable Activities: 99000
Income Investments: 276000
Income Other: 1000
Income Total Income And Endowments: 504000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £20,000
Expenditure Charitable Expenditure: £588,000
Expenditure Other: 0
Expenditure Total: 608000
Expenditure Investment Management: 20000
Expenditure Grants Institution: 17000
Expenditure Governance: 0
Expenditure Support Costs: 36000
Expenditure Depreciation: 61000
Gain Loss Investment: -454789
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,750,000
Assets Total Fixed: 8484000
Assets Own Use: 1981000
Assets Long Term Investment: 6503000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £3,007,000
Assets Total Liabilities: £54,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £11,437,000
Creditors One Year Total Current: 54000
Creditors Falling Due After One Year: 0
Assets Cash: £3,007,000
Funds Endowment: 0
Funds Unrestricted: 11231000
Funds Restricted: 206000
Funds Total: 11437000
Count Employees: 2
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Stockport
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater Manchester
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Cheshire West & Chester
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

08 Official extract

Charity Event History

Charity Name: SACRED HEART FATHERS TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-05-08T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 1 SEPTEMBER 1938 AS AMENDED BY SCHEME OF 15 NOVEMBER 2004 AND TRUST DEED OF 22 DECEMBER 2004
Charitable Objects: SUCH CHARITABLE PURPOSES AS SHALL ADVANCE THERELIGIOUS AND OTHER CHARITABLE WORK OF THE SOCIETY AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT ( INCLUDING THE ADVANCEMENT OF RELIGION, THE EDUCATION AND RECREATION OF CHILDREN AND YOUNG PEOPLE, THE PASTORAL CARE OF INDIVIDUALS AND THE RELIEF OF POVERTY AND SICKNESS) OR FOR SUCH OTHER LAWFUL CHARITABLE PURPOSES CONNECTED WITH THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES SHALL DETERMINE.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 128714
Charity Name Type: Previous name
Charity Name: TRUST PROPERTY ADMINISTERED IN CONNECTION WITH THE SOCIETY OF THE PRIESTS OF THE SACRED HEART (SACRED HEART FATHERS)

Charity Name Id: 128639
Charity Name Type: Working name
Charity Name: SACRED HEART FATHERS

Charity Name Id: 128678
Charity Name Type: Previous name
Charity Name: SOCIETY OF THE PRIESTS OF THE SACRED HEART (SACRED HEART FATHERS)

Charity Name Id: 128666
Charity Name Type: Previous name
Charity Name: SACRED HEART FATHERS TRUST

11 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints handling

Policy Name: Trustee expenses policy and procedures

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures