CCEW Charity Commission profile

BUCKFAST ABBEY TRUST (HELD ICW THE RELIGIOUS COMMUNITY OF BENEDICTINE MONKS ESTABLISHED AT ST MARYS ABBEY BUCKFAST, DEVON)

Registered charity 232497 · organisation 232497

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
6 February 1964
Removed
Not supplied
Financial period
1 November 2024 – 31 October 2025
Latest income
£14,830,714
Latest expenditure
£15,751,828
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: BUCKFAST ABBEY TRUST, BUCKFAST ABBEY, BUCKFAST, BUCKFASTLEIGH, TQ11 0EE

Website recorded by the regulator: www.buckfast.org.uk (displayed as text)

02 Activities

What the charity does

ITS PRIMARY ACTIVITY IS TO MAINTAIN AND SUPPORT THE BENEDICTINE COMMUNITY OF MONKS AT BUCKFAST ABBEY.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 November 2024
Fin Period End Date
31 October 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 August 2026
Date Annual Return Received
26 August 2026
Date Accounts Received
26 August 2026
Total Gross Income
£14,830,714
Total Gross Expenditure
£15,751,828
Fin Period Start Date
1 November 2023
Fin Period End Date
31 October 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 August 2025
Date Annual Return Received
29 August 2025
Date Accounts Received
29 August 2025
Total Gross Income
£11,900,398
Total Gross Expenditure
£12,694,979
Fin Period Start Date
1 November 2022
Fin Period End Date
31 October 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 August 2024
Date Annual Return Received
30 August 2024
Date Accounts Received
30 August 2024
Total Gross Income
£11,144,765
Total Gross Expenditure
£12,424,777
Fin Period Start Date
1 November 2021
Fin Period End Date
31 October 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 August 2023
Date Annual Return Received
28 August 2023
Date Accounts Received
28 August 2023
Total Gross Income
£10,454,693
Total Gross Expenditure
£10,874,285
Fin Period Start Date
1 November 2020
Fin Period End Date
31 October 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 August 2022
Date Annual Return Received
17 August 2022
Date Accounts Received
17 August 2022
Total Gross Income
£10,039,760
Total Gross Expenditure
£9,951,150

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 November 2024
Fin Period End Date
31 October 2025
Ar Due Date
31 August 2026
Ar Received Date
26 August 2026
Total Gross Income
£14,830,714
Total Gross Expenditure
£15,751,828
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
3
Count Salary Band 70001 80000
1
Count Salary Band 90001 100000
3
Count Salary Band 100001 110000
2
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 November 2023
Fin Period End Date
31 October 2024
Ar Due Date
31 August 2025
Ar Received Date
29 August 2025
Total Gross Income
£11,900,398
Total Gross Expenditure
£12,694,979
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
Yes
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
3
Count Salary Band 70001 80000
1
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 November 2022
Fin Period End Date
31 October 2023
Ar Due Date
31 August 2024
Ar Received Date
30 August 2024
Total Gross Income
£11,144,765
Total Gross Expenditure
£12,424,777
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
Yes
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
5
Count Salary Band 90001 100000
2
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 November 2021
Fin Period End Date
31 October 2022
Ar Due Date
31 August 2023
Ar Received Date
28 August 2023
Total Gross Income
£10,454,693
Total Gross Expenditure
£10,874,285
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£5
Income From Government Grants
£14,001
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Salary Band 70001 80000
1
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 November 2020
Fin Period End Date
31 October 2021
Ar Due Date
31 August 2022
Ar Received Date
17 August 2022
Total Gross Income
£10,039,760
Total Gross Expenditure
£9,951,150
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£30
Income From Government Grants
£544,120
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
6
Count Salary Band 70001 80000
1
Count Salary Band 200001 250000
1
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 November 2024
Fin Period End Date
31 October 2025
Ar Due Date
31 August 2026
Ar Received Date
26 August 2026
Income Donations And Legacies
337188
Income Other Trading Activities
8976668
Income Charitable Activities
431273
Income Investments
558289
Income Other
4527296
Income Total Income And Endowments
14830714
Income Legacies
34403
Income Endowments
0
Expenditure Raising Funds
£9,999,668
Expenditure Charitable Expenditure
£5,752,160
Expenditure Other
0
Expenditure Total
15751828
Expenditure Investment Management
104275
Expenditure Grants Institution
0
Expenditure Governance
79840
Expenditure Support Costs
528542
Expenditure Depreciation
634351
Gain Loss Investment
1965735
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£51,999,613
Assets Total Fixed
67191041
Assets Own Use
38964143
Assets Long Term Investment
28226898
Defined Benefit Pension Scheme
0
Assets Other Assets
£15,154,907
Assets Total Liabilities
£3,031,807
Assets Current Investment
0
Assets Total Assets And Liabilities
£79,314,141
Creditors One Year Total Current
3031807
Creditors Falling Due After One Year
0
Assets Cash
£3,451,127
Funds Endowment
7075256
Funds Unrestricted
70248178
Funds Restricted
1990707
Funds Total
79314141
Count Employees
136
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 November 2023
Fin Period End Date
31 October 2024
Ar Due Date
31 August 2025
Ar Received Date
29 August 2025
Income Donations And Legacies
283970
Income Other Trading Activities
5721575
Income Charitable Activities
406463
Income Investments
586773
Income Other
4901617
Income Total Income And Endowments
11900398
Income Legacies
61178
Income Endowments
0
Expenditure Raising Funds
£7,421,467
Expenditure Charitable Expenditure
£5,273,512
Expenditure Other
0
Expenditure Total
12694979
Expenditure Investment Management
119704
Expenditure Grants Institution
0
Expenditure Governance
76401
Expenditure Support Costs
612576
Expenditure Depreciation
673517
Gain Loss Investment
254594
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£51,298,460
Assets Total Fixed
66423278
Assets Own Use
38903547
Assets Long Term Investment
27519731
Defined Benefit Pension Scheme
0
Assets Other Assets
£18,299,411
Assets Total Liabilities
£6,453,169
Assets Current Investment
0
Assets Total Assets And Liabilities
£78,269,520
Creditors One Year Total Current
6453169
Creditors Falling Due After One Year
0
Assets Cash
£2,442,832
Funds Endowment
7279046
Funds Unrestricted
68998903
Funds Restricted
1991571
Funds Total
78269520
Count Employees
150
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 November 2022
Fin Period End Date
31 October 2023
Ar Due Date
31 August 2024
Ar Received Date
30 August 2024
Income Donations And Legacies
179666
Income Other Trading Activities
4984953
Income Charitable Activities
381569
Income Investments
773460
Income Other
4825117
Income Total Income And Endowments
11144765
Income Legacies
541
Income Endowments
0
Expenditure Raising Funds
£5,026,919
Expenditure Charitable Expenditure
£7,397,858
Expenditure Other
0
Expenditure Total
12424777
Expenditure Investment Management
258417
Expenditure Grants Institution
0
Expenditure Governance
50887
Expenditure Support Costs
1489610
Expenditure Depreciation
769044
Gain Loss Investment
-10415978
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£63,880,766
Assets Total Fixed
74587170
Assets Own Use
38464057
Assets Long Term Investment
36123113
Defined Benefit Pension Scheme
0
Assets Other Assets
£15,748,864
Assets Total Liabilities
£11,526,527
Assets Current Investment
0
Assets Total Assets And Liabilities
£78,809,507
Creditors One Year Total Current
11526527
Creditors Falling Due After One Year
0
Assets Cash
£295,155
Funds Endowment
7494207
Funds Unrestricted
69363729
Funds Restricted
1951571
Funds Total
78809507
Count Employees
144
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 November 2021
Fin Period End Date
31 October 2022
Ar Due Date
31 August 2023
Ar Received Date
28 August 2023
Income Donations And Legacies
231659
Income Other Trading Activities
4367650
Income Charitable Activities
356762
Income Investments
1170290
Income Other
4328332
Income Total Income And Endowments
10454693
Income Legacies
25300
Income Endowments
0
Expenditure Raising Funds
£4,105,767
Expenditure Charitable Expenditure
£6,768,518
Expenditure Other
0
Expenditure Total
10874285
Expenditure Investment Management
317767
Expenditure Grants Institution
0
Expenditure Governance
43760
Expenditure Support Costs
694814
Expenditure Depreciation
835802
Gain Loss Investment
-2566383
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£65,465,888
Assets Total Fixed
82490995
Assets Own Use
43545228
Assets Long Term Investment
38945767
Defined Benefit Pension Scheme
0
Assets Other Assets
£19,748,857
Assets Total Liabilities
£11,780,952
Assets Current Investment
655745
Assets Total Assets And Liabilities
£90,458,900
Creditors One Year Total Current
3468452
Creditors Falling Due After One Year
8312500
Assets Cash
£115,946
Funds Endowment
7717171
Funds Unrestricted
80790158
Funds Restricted
1951571
Funds Total
90458900
Count Employees
140
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 November 2020
Fin Period End Date
31 October 2021
Ar Due Date
31 August 2022
Ar Received Date
17 August 2022
Income Donations And Legacies
181271
Income Other Trading Activities
3719266
Income Charitable Activities
391443
Income Investments
1205205
Income Other
4542575
Income Total Income And Endowments
10039760
Income Legacies
10463
Income Endowments
0
Expenditure Raising Funds
£3,481,021
Expenditure Charitable Expenditure
£6,470,129
Expenditure Other
0
Expenditure Total
9951150
Expenditure Investment Management
303879
Expenditure Grants Institution
0
Expenditure Governance
50644
Expenditure Support Costs
498260
Expenditure Depreciation
193761
Gain Loss Investment
7718324
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£68,485,597
Assets Total Fixed
91459879
Assets Own Use
43983480
Assets Long Term Investment
47476399
Defined Benefit Pension Scheme
0
Assets Other Assets
£14,112,365
Assets Total Liabilities
£12,080,772
Assets Current Investment
1764383
Assets Total Assets And Liabilities
£93,491,472
Creditors One Year Total Current
3518272
Creditors Falling Due After One Year
8562500
Assets Cash
£321,892
Funds Endowment
7934158
Funds Unrestricted
83605743
Funds Restricted
1951571
Funds Total
93491472
Count Employees
125
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Devon
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources

08 Official extract

Charity Event History

Charity Name
BUCKFAST ABBEY TRUST (HELD ICW THE RELIGIOUS COMMUNITY OF BENEDICTINE MONKS ESTABLISHED AT ST MARYS ABBEY BUCKFAST, DEVON)
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1964-02-06T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 28 OCTOBER 1950
Charitable Objects
TO PROMOTE OR MAINTAIN ANY CHARITABLE PURPOSE CONNECTED WITH THE ROMAN CATHOLIC RELIGION
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Policy

Policy Name
Paying staff
Policy Name
Complaints policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Conflicting interests
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Risk management
Policy Name
Internal risk management policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Investment