CCEW Charity Commission profile

INSTITUTE OF THE RELIGIOUS OF THE SACRED HEART OF MARY IMMACULATE VIRGIN

Registered charity 232190 · organisation 232190

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
7 January 1964
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£1,647,391
Latest expenditure
£1,861,499
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: 54 GRANGE ROAD, LONDON, W5 5BX

02 Activities

What the charity does

The objectives of the charity cover a range of charitable activities including:- the support and care of the members of the Charity and their missions- the enhancement and development of the mission of the Catholic Church- the provision of services to educate and to provide for those in need.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
21 October 2026
Date Accounts Received
21 October 2026
Total Gross Income
£1,647,391
Total Gross Expenditure
£1,861,499
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
16 October 2025
Date Accounts Received
16 October 2025
Total Gross Income
£1,312,597
Total Gross Expenditure
£2,173,736
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
28 October 2024
Date Accounts Received
28 October 2024
Total Gross Income
£1,413,919
Total Gross Expenditure
£2,085,925
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
20 December 2023
Date Accounts Received
20 December 2023
Total Gross Income
£1,264,792
Total Gross Expenditure
£1,980,672
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
13 October 2022
Date Accounts Received
13 October 2022
Total Gross Income
£1,193,553
Total Gross Expenditure
£1,933,866

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
21 October 2026
Total Gross Income
£1,647,391
Total Gross Expenditure
£1,861,499
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
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
16 October 2025
Total Gross Income
£1,312,597
Total Gross Expenditure
£2,173,736
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 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
28 October 2024
Total Gross Income
£1,413,919
Total Gross Expenditure
£2,085,925
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 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
20 December 2023
Total Gross Income
£1,264,792
Total Gross Expenditure
£1,980,672
Charity Raises Funds From Public
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 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
13 October 2022
Total Gross Income
£1,193,553
Total Gross Expenditure
£1,933,866
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£56,690
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
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
21 October 2026
Income Donations And Legacies
1110585
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
171709
Income Other
365097
Income Total Income And Endowments
1647391
Income Legacies
1250
Income Endowments
0
Expenditure Raising Funds
£63,520
Expenditure Charitable Expenditure
£1,797,979
Expenditure Other
0
Expenditure Total
1861499
Expenditure Investment Management
63520
Expenditure Grants Institution
345000
Expenditure Governance
20580
Expenditure Support Costs
80833
Expenditure Depreciation
81538
Gain Loss Investment
590572
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£891,352
Assets Total Fixed
11347783
Assets Own Use
2171551
Assets Long Term Investment
9176232
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,292,890
Assets Total Liabilities
£401,538
Assets Current Investment
0
Assets Total Assets And Liabilities
£12,239,135
Creditors One Year Total Current
237889
Creditors Falling Due After One Year
163649
Assets Cash
£1,244,055
Funds Endowment
0
Funds Unrestricted
12239135
Funds Restricted
0
Funds Total
12239135
Count Employees
30
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
16 October 2025
Income Donations And Legacies
1124017
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
177782
Income Other
10798
Income Total Income And Endowments
1312597
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£49,548
Expenditure Charitable Expenditure
£2,124,188
Expenditure Other
0
Expenditure Total
2173736
Expenditure Investment Management
49548
Expenditure Grants Institution
625000
Expenditure Governance
19590
Expenditure Support Costs
82501
Expenditure Depreciation
100007
Gain Loss Investment
689262
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£650,278
Assets Total Fixed
11212393
Assets Own Use
2745600
Assets Long Term Investment
8466793
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,005,637
Assets Total Liabilities
£355,359
Assets Current Investment
0
Assets Total Assets And Liabilities
£11,862,671
Creditors One Year Total Current
203707
Creditors Falling Due After One Year
151652
Assets Cash
£952,614
Funds Endowment
0
Funds Unrestricted
11862671
Funds Restricted
0
Funds Total
11862671
Count Employees
29
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
28 October 2024
Income Donations And Legacies
1167369
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
193549
Income Other
53001
Income Total Income And Endowments
1413919
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£47,384
Expenditure Charitable Expenditure
£2,038,541
Expenditure Other
0
Expenditure Total
2085925
Expenditure Investment Management
47384
Expenditure Grants Institution
640000
Expenditure Governance
18480
Expenditure Support Costs
89509
Expenditure Depreciation
97962
Gain Loss Investment
554356
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£758,321
Assets Total Fixed
11276227
Assets Own Use
2820804
Assets Long Term Investment
8455423
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,144,195
Assets Total Liabilities
£385,874
Assets Current Investment
0
Assets Total Assets And Liabilities
£12,034,548
Creditors One Year Total Current
240228
Creditors Falling Due After One Year
145646
Assets Cash
£1,096,407
Funds Endowment
0
Funds Unrestricted
12034548
Funds Restricted
0
Funds Total
12034548
Count Employees
29
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
20 December 2023
Income Donations And Legacies
1046970
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
211975
Income Other
5847
Income Total Income And Endowments
1264792
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£46,971
Expenditure Charitable Expenditure
£1,933,701
Expenditure Other
0
Expenditure Total
1980672
Expenditure Investment Management
46971
Expenditure Grants Institution
620000
Expenditure Governance
16800
Expenditure Support Costs
66551
Expenditure Depreciation
112374
Gain Loss Investment
-1007238
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£816,346
Assets Total Fixed
11335852
Assets Own Use
3372698
Assets Long Term Investment
7963154
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,220,653
Assets Total Liabilities
£404,307
Assets Current Investment
0
Assets Total Assets And Liabilities
£12,152,198
Creditors One Year Total Current
266399
Creditors Falling Due After One Year
137908
Assets Cash
£1,171,810
Funds Endowment
0
Funds Unrestricted
12152198
Funds Restricted
0
Funds Total
12152198
Count Employees
27
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
13 October 2022
Income Donations And Legacies
966208
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
167777
Income Other
59568
Income Total Income And Endowments
1193553
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£49,187
Expenditure Charitable Expenditure
£1,884,679
Expenditure Other
0
Expenditure Total
1933866
Expenditure Investment Management
49187
Expenditure Grants Institution
654211
Expenditure Governance
14640
Expenditure Support Costs
44751
Expenditure Depreciation
119571
Gain Loss Investment
848438
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,564,731
Assets Total Fixed
12290585
Assets Own Use
3465172
Assets Long Term Investment
8825413
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,974,769
Assets Total Liabilities
£390,038
Assets Current Investment
0
Assets Total Assets And Liabilities
£13,875,316
Creditors One Year Total Current
241921
Creditors Falling Due After One Year
148117
Assets Cash
£1,927,215
Funds Endowment
0
Funds Unrestricted
13855316
Funds Restricted
20000
Funds Total
13875316
Count Employees
26
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Zambia
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Brazil
Parent Geographic Area Type
Continent
Parent Geographic Area Description
South America
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Zimbabwe
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
France
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
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
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
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
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
306
Classification Type
How
Classification Description
Provides Services

08 Official extract

Charity Event History

Charity Name
INSTITUTE OF THE RELIGIOUS OF THE SACRED HEART OF MARY IMMACULATE VIRGIN
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1964-01-07T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 7 NOVEMBER 1963 AS AMENDED BY SCHEME OF 11 APRIL 1997 AS AMENDED BY RESOLUTION DATED 2 SEPTEMBER 2009.
Charitable Objects
CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON IN ENGLAND AND WALES
Area Of Benefit
NATIONAL

10 Official extract

Charity Other Names

Charity Name Id
60720
Charity Name Type
Previous name
Charity Name
INSTITUTE OF THE RELIGIOUS OF THE SISTERS OF THE SACRED HEART OF MARY IMMACULATE VIRGIN, GREAT CROSBY, LANCS

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

12 Official extract

Charity Policy

Policy Name
Serious incident reporting policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Paying staff
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Conflicting interests
Policy Name
Volunteer management
Policy Name
Internal risk management policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Complaints handling
Policy Name
Risk management
Policy Name
Investment
Policy Name
Trustee conflicts of interest policy and procedures