01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 25 March 1965
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £1,612,490
- Latest expenditure
- £1,875,617
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: URSULINES OF JESUS ADMINISTRATION, STELLA MARIS CONVENT, EATON CRESCENT, SWANSEA, SA1 4QR
Website recorded by the regulator: www.ursulinesjesus.org (displayed as text)
02 Activities
What the charity does
Relief of poverty,Care for the Elderly & Homeless,Social & Pastoral work,Missionary work in communities,Assisting people with learning difficulties.
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
- 30 July 2026
- Date Accounts Received
- 30 July 2026
- Total Gross Income
- £1,612,490
- Total Gross Expenditure
- £1,875,617
- 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
- 20 August 2025
- Date Accounts Received
- 20 August 2025
- Total Gross Income
- £1,271,373
- Total Gross Expenditure
- £1,780,199
- 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
- 31 July 2024
- Date Accounts Received
- 31 July 2024
- Total Gross Income
- £1,179,933
- Total Gross Expenditure
- £1,843,767
- 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
- 18 August 2023
- Date Accounts Received
- 18 August 2023
- Total Gross Income
- £1,127,042
- Total Gross Expenditure
- £1,901,819
- 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
- 20 September 2022
- Date Accounts Received
- 20 September 2022
- Total Gross Income
- £2,047,626
- Total Gross Expenditure
- £1,875,807
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
- 30 July 2026
- Total Gross Income
- £1,612,490
- Total Gross Expenditure
- £1,875,617
- 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
- 20 August 2025
- Total Gross Income
- £1,271,373
- Total Gross Expenditure
- £1,780,199
- 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
- 31 July 2024
- Total Gross Income
- £1,179,933
- Total Gross Expenditure
- £1,843,767
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £50,000
- 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
- 18 August 2023
- Total Gross Income
- £1,127,042
- Total Gross Expenditure
- £1,901,819
- 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
- £73,464
- Charity Has Trading Subsidiary
- No
- 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
- 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
- 20 September 2022
- Total Gross Income
- £2,047,626
- Total Gross Expenditure
- £1,875,807
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £3
- Income From Government Grants
- £131,659
- Charity Has Trading Subsidiary
- No
- 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
- 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
- 30 July 2026
- Income Donations And Legacies
- 415907
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 66921
- Income Investments
- 744637
- Income Other
- 385025
- Income Total Income And Endowments
- 1612490
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £129,691
- Expenditure Charitable Expenditure
- £1,732,366
- Expenditure Other
- 13560
- Expenditure Total
- 1875617
- Expenditure Investment Management
- 129691
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 175066
- Expenditure Support Costs
- 175066
- Expenditure Depreciation
- 142094
- Gain Loss Investment
- 2737938
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 385025
- Reserves
- £30,699,704
- Assets Total Fixed
- 29678539
- Assets Own Use
- 3576323
- Assets Long Term Investment
- 26102216
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,169,058
- Assets Total Liabilities
- £147,893
- Assets Current Investment
- 433170
- Assets Total Assets And Liabilities
- £30,699,704
- Creditors One Year Total Current
- 147893
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £718,828
- Funds Endowment
- 0
- Funds Unrestricted
- 30684833
- Funds Restricted
- 14871
- Funds Total
- 30699704
- 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
- 20 August 2025
- Income Donations And Legacies
- 409003
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 92970
- Income Investments
- 769400
- Income Other
- 0
- Income Total Income And Endowments
- 1271373
- Income Legacies
- 5000
- Income Endowments
- 0
- Expenditure Raising Funds
- £124,975
- Expenditure Charitable Expenditure
- £1,648,409
- Expenditure Other
- 6815
- Expenditure Total
- 1780199
- Expenditure Investment Management
- 124975
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 186978
- Expenditure Support Costs
- 186978
- Expenditure Depreciation
- 144178
- Gain Loss Investment
- 1629930
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- -6815
- Reserves
- £28,224,893
- Assets Total Fixed
- 27169646
- Assets Own Use
- 3694024
- Assets Long Term Investment
- 23475622
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,199,074
- Assets Total Liabilities
- £143,827
- Assets Current Investment
- 460251
- Assets Total Assets And Liabilities
- £28,224,893
- Creditors One Year Total Current
- 143827
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £724,139
- Funds Endowment
- 0
- Funds Unrestricted
- 28224893
- Funds Restricted
- 0
- Funds Total
- 28224893
- Count Employees
- 31
- 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
- 31 July 2024
- Income Donations And Legacies
- 428399
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 92716
- Income Investments
- 637673
- Income Other
- 21145
- Income Total Income And Endowments
- 1179933
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £114,546
- Expenditure Charitable Expenditure
- £1,729,221
- Expenditure Other
- 0
- Expenditure Total
- 1843767
- Expenditure Investment Management
- 114546
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 194963
- Expenditure Support Costs
- 194963
- Expenditure Depreciation
- 147991
- Gain Loss Investment
- 1186420
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £27,103,790
- Assets Total Fixed
- 25784251
- Assets Own Use
- 3816787
- Assets Long Term Investment
- 21967464
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,473,397
- Assets Total Liabilities
- £153,858
- Assets Current Investment
- 610165
- Assets Total Assets And Liabilities
- £27,103,790
- Creditors One Year Total Current
- 153858
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £850,510
- Funds Endowment
- 0
- Funds Unrestricted
- 27103790
- Funds Restricted
- 0
- Funds Total
- 27103790
- Count Employees
- 33
- 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
- 18 August 2023
- Income Donations And Legacies
- 452530
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 118874
- Income Investments
- 479541
- Income Other
- 76097
- Income Total Income And Endowments
- 1127042
- Income Legacies
- 15388
- Income Endowments
- 0
- Expenditure Raising Funds
- £113,114
- Expenditure Charitable Expenditure
- £1,788,705
- Expenditure Other
- 0
- Expenditure Total
- 1901819
- Expenditure Investment Management
- 113114
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 162933
- Expenditure Support Costs
- 162933
- Expenditure Depreciation
- 182814
- Gain Loss Investment
- -1684608
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £26,581,204
- Assets Total Fixed
- 23602183
- Assets Own Use
- 5300736
- Assets Long Term Investment
- 18301447
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,125,111
- Assets Total Liabilities
- £146,090
- Assets Current Investment
- 2364143
- Assets Total Assets And Liabilities
- £26,581,204
- Creditors One Year Total Current
- 146090
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £710,564
- Funds Endowment
- 0
- Funds Unrestricted
- 26581204
- Funds Restricted
- 0
- Funds Total
- 26581204
- Count Employees
- 33
- 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
- 20 September 2022
- Income Donations And Legacies
- 1058140
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 177019
- Income Investments
- 456616
- Income Other
- 355851
- Income Total Income And Endowments
- 2047626
- Income Legacies
- 611758
- Income Endowments
- 0
- Expenditure Raising Funds
- £118,122
- Expenditure Charitable Expenditure
- £1,757,685
- Expenditure Other
- 0
- Expenditure Total
- 1875807
- Expenditure Investment Management
- 118122
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 154124
- Expenditure Support Costs
- 154124
- Expenditure Depreciation
- 186070
- Gain Loss Investment
- 1708920
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £29,040,590
- Assets Total Fixed
- 25591646
- Assets Own Use
- 5466340
- Assets Long Term Investment
- 20125306
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,597,992
- Assets Total Liabilities
- £149,048
- Assets Current Investment
- 2144442
- Assets Total Assets And Liabilities
- £29,040,590
- Creditors One Year Total Current
- 149048
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,439,390
- Funds Endowment
- 0
- Funds Unrestricted
- 29040590
- Funds Restricted
- 0
- Funds Total
- 29040590
- Count Employees
- 33
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- City Of Swansea
- Welsh Ind
- Yes
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- 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 London
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 106
- Classification Type
- What
- Classification Description
- Overseas Aid/famine Relief
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 303
- Classification Type
- How
- Classification Description
- Provides Other Finance
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 108
- Classification Type
- What
- Classification Description
- Religious Activities
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
08 Official extract
Charity Event History
- Charity Name
- CONGREGATION OF THE URSULINES OF JESUS
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1965-03-25T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 1ST FEBRUARY 1965, AND SCHEME OF THE 11TH APRIL 1972. AS AMENDED BY SCHEME OF 25TH OCTOBER 1996 AND 8TH APRIL 2008.
- Charitable Objects
- FOR SUCH CHARITABLE PURPOSES AS SHALL ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON BY OR UNDER THE DIRECTION OF OR WITH THE SUPPORT OF THE SOCIETY AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT AND IF AT ANY TIME THE SOCIETY SHALL CEASE TO EXIST OR SHALL CEASE TO CARRY ON OR DIRECT OR SUPPORT RELIGIOUS OR OTHER CHARITABLE WORK THEN FOR SUCH OTHER LAWFUL CHARITABLE PURPOSES CONNECTED WITH THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES SHALL DETERMINE.
- Area Of Benefit
- NATIONAL
10 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Inspectorate Wales (CIW)
11 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Volunteer management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Investment
- Policy Name
- Complaints policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Social media policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries