CCEW Charity Commission profile

CHARITY FOR THE SISTERS OF MERCY MIDHURST

Registered charity 235961 · organisation 235961

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
21 August 1964
Removed
Not supplied
Financial period
1 September 2024 – 31 August 2025
Latest income
£531,837
Latest expenditure
£266,238
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Convent of Mercy, 1 St. Margaret's Way, MIDHURST, West Sussex, GU29 9FQ

Website recorded by the regulator: conventofmercy.org (displayed as text)

02 Activities

What the charity does

The Congregation of the Sisters of Mercy was founded for the purpose of the education of the poor and for the help of those in any kind of need. The convent became St Margaret's Convent. The Sisters engage in a variety of ministries, working in schools, aprishes, hospitals, day centres and outreach.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 September 2024
Fin Period End Date
31 August 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 June 2026
Date Annual Return Received
18 May 2026
Date Accounts Received
18 May 2026
Total Gross Income
£531,837
Total Gross Expenditure
£266,238
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 June 2025
Date Annual Return Received
14 February 2025
Date Accounts Received
14 February 2025
Total Gross Income
£530,697
Total Gross Expenditure
£261,624
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 June 2024
Date Annual Return Received
3 June 2024
Date Accounts Received
3 June 2024
Total Gross Income
£372,846
Total Gross Expenditure
£209,003
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 June 2023
Date Annual Return Received
21 March 2023
Date Accounts Received
18 April 2023
Total Gross Income
£824,066
Total Gross Expenditure
£271,785
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 June 2022
Date Annual Return Received
10 June 2022
Date Accounts Received
10 June 2022
Total Gross Income
£249,320
Total Gross Expenditure
£268,525

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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
18 May 2026
Total Gross Income
£531,837
Total Gross Expenditure
£266,238
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 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
14 February 2025
Total Gross Income
£530,697
Total Gross Expenditure
£261,624
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
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
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
3 June 2024
Total Gross Income
£372,846
Total Gross Expenditure
£209,003
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 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
21 March 2023
Total Gross Income
£824,066
Total Gross Expenditure
£271,785
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 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
10 June 2022
Total Gross Income
£249,320
Total Gross Expenditure
£268,525
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

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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
18 May 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
409732
Income Other
122105
Income Total Income And Endowments
531837
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£20,318
Expenditure Charitable Expenditure
£245,920
Expenditure Other
0
Expenditure Total
266238
Expenditure Investment Management
20318
Expenditure Grants Institution
0
Expenditure Governance
17433
Expenditure Support Costs
0
Expenditure Depreciation
29564
Gain Loss Investment
124390
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£268,062
Assets Total Fixed
12741480
Assets Own Use
304072
Assets Long Term Investment
12437408
Defined Benefit Pension Scheme
0
Assets Other Assets
£966,044
Assets Total Liabilities
£7,602
Assets Current Investment
0
Assets Total Assets And Liabilities
£13,699,922
Creditors One Year Total Current
7602
Creditors Falling Due After One Year
0
Assets Cash
£929,866
Funds Endowment
0
Funds Unrestricted
13699922
Funds Restricted
0
Funds Total
13699922
Count Employees
1
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
14 February 2025
Income Donations And Legacies
200
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
418069
Income Other
112428
Income Total Income And Endowments
530697
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£19,663
Expenditure Charitable Expenditure
£241,961
Expenditure Other
0
Expenditure Total
261624
Expenditure Investment Management
19663
Expenditure Grants Institution
0
Expenditure Governance
21211
Expenditure Support Costs
0
Expenditure Depreciation
15983
Gain Loss Investment
349410
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£201,800
Assets Total Fixed
12210185
Assets Own Use
295031
Assets Long Term Investment
11915154
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,108,058
Assets Total Liabilities
£8,310
Assets Current Investment
0
Assets Total Assets And Liabilities
£13,309,933
Creditors One Year Total Current
8310
Creditors Falling Due After One Year
0
Assets Cash
£1,072,186
Funds Endowment
0
Funds Unrestricted
13309933
Funds Restricted
0
Funds Total
13309933
Count Employees
1
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
21 March 2023
Income Donations And Legacies
21030
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
174575
Income Other
628461
Income Total Income And Endowments
824066
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£20,451
Expenditure Charitable Expenditure
£251,334
Expenditure Other
0
Expenditure Total
271785
Expenditure Investment Management
20451
Expenditure Grants Institution
0
Expenditure Governance
16817
Expenditure Support Costs
16817
Expenditure Depreciation
14028
Gain Loss Investment
21078
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£12,873,016
Assets Total Fixed
11980150
Assets Own Use
258980
Assets Long Term Investment
11721170
Defined Benefit Pension Scheme
0
Assets Other Assets
£903,399
Assets Total Liabilities
£10,533
Assets Current Investment
0
Assets Total Assets And Liabilities
£12,873,016
Creditors One Year Total Current
10533
Creditors Falling Due After One Year
0
Assets Cash
£897,299
Funds Endowment
0
Funds Unrestricted
12873016
Funds Restricted
0
Funds Total
12873016
Count Employees
2
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
CHARITY FOR THE SISTERS OF MERCY MIDHURST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1964-08-21T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 10/07/1964AS AMENDED ON 18/01/2014AS AMENDED BY SCHEME DATED 20/05/2015AS AMENDED BY DEED DATED 25/08/2015
Charitable Objects
THE CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON BY OR UNDER THE DIRECTION OF THE SOCIETY AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT.
Area Of Benefit
NONE SPECIFIED

10 Official extract

Charity Other Names

Charity Name Id
124272
Charity Name Type
Working name
Charity Name
CONVENT OF MERCY
Charity Name Id
124286
Charity Name Type
Previous name
Charity Name
SISTERS OF OUR LADY OF MERCY (MIDHURST, UCKFIELD AND SHOREHAM-BY-SEA)

11 Official extract

Charity Policy

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