OUR LADY OF FIDELITY ESTABLISHED AT UPPER NORWOOD, LONDON — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 10 May 1965
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £943,148
Latest expenditure: £953,280
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Our Lady of Fidelity, 1 Our Lady's Close, London, SE19 3FA

Website recorded by the regulator: http://www.ourladyoffidelity.org.uk/ (displayed as text)

02 Activities

What the charity does

The general objects of the trust are religious and charitable, in connection with the advancement of the Roman Catholic faith in England and Wales.The object of the charity is to promote the charitable work of Our Lady of Fidelity, maintain and develop the Norwood site, the operation of the St Mary's Family Centre, the training of Sisters and the support of a religious house and Hostel in India

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 October 2026
Date Accounts Received: 30 October 2026
Total Gross Income: £943,148
Total Gross Expenditure: £953,280

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: 28 October 2025
Date Accounts Received: 28 October 2025
Total Gross Income: £926,974
Total Gross Expenditure: £909,982

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 October 2024
Date Accounts Received: 31 October 2024
Total Gross Income: £987,672
Total Gross Expenditure: £974,094

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: 31 October 2023
Date Accounts Received: 31 October 2023
Total Gross Income: £785,429
Total Gross Expenditure: £815,676

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: 31 October 2022
Date Accounts Received: 31 October 2022
Total Gross Income: £939,102
Total Gross Expenditure: £788,945

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 October 2026
Total Gross Income: £943,148
Total Gross Expenditure: £953,280
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: 28 October 2025
Total Gross Income: £926,974
Total Gross Expenditure: £909,982
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 October 2024
Total Gross Income: £987,672
Total Gross Expenditure: £974,094
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: 31 October 2023
Total Gross Income: £785,429
Total Gross Expenditure: £815,676
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: 31 October 2022
Total Gross Income: £939,102
Total Gross Expenditure: £788,945
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: £99,035
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

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 October 2026
Income Donations And Legacies: 257731
Income Other Trading Activities: 154997
Income Charitable Activities: 0
Income Investments: 530420
Income Other: 0
Income Total Income And Endowments: 943148
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £276,029
Expenditure Charitable Expenditure: £677,251
Expenditure Other: 0
Expenditure Total: 953280
Expenditure Investment Management: 218719
Expenditure Grants Institution: 0
Expenditure Governance: 19411
Expenditure Support Costs: 19412
Expenditure Depreciation: 3893
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £15,335,924
Assets Total Fixed: 15218985
Assets Own Use: 15218985
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £80,199
Assets Total Liabilities: £48,702
Assets Current Investment: 0
Assets Total Assets And Liabilities: £15,250,482
Creditors One Year Total Current: 0
Creditors Falling Due After One Year: 48702
Assets Cash: £65,547
Funds Endowment: 0
Funds Unrestricted: 15250482
Funds Restricted: 0
Funds Total: 15250482
Count Employees: 5
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: 28 October 2025
Income Donations And Legacies: 85335
Income Other Trading Activities: 213921
Income Charitable Activities: 7220
Income Investments: 620498
Income Other: 0
Income Total Income And Endowments: 926974
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £232,162
Expenditure Charitable Expenditure: £677,820
Expenditure Other: 0
Expenditure Total: 909982
Expenditure Investment Management: 176953
Expenditure Grants Institution: 0
Expenditure Governance: 13385
Expenditure Support Costs: 13385
Expenditure Depreciation: 7716
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £15,354,130
Assets Total Fixed: 15122037
Assets Own Use: 15122037
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £94,524
Assets Total Liabilities: £100,294
Assets Current Investment: 0
Assets Total Assets And Liabilities: £15,116,267
Creditors One Year Total Current: 55545
Creditors Falling Due After One Year: 44749
Assets Cash: £71,702
Funds Endowment: 0
Funds Unrestricted: 15116267
Funds Restricted: 0
Funds Total: 15116267
Count Employees: 8
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 October 2024
Income Donations And Legacies: 131597
Income Other Trading Activities: 36614
Income Charitable Activities: 175582
Income Investments: 610669
Income Other: 33210
Income Total Income And Endowments: 987672
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £345,822
Expenditure Charitable Expenditure: £628,272
Expenditure Other: 0
Expenditure Total: 974094
Expenditure Investment Management: 197545
Expenditure Grants Institution: 0
Expenditure Governance: 5597
Expenditure Support Costs: 14237
Expenditure Depreciation: 7600
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £15,395,431
Assets Total Fixed: 15418452
Assets Own Use: 15418452
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 7700
Assets Other Assets: £101,434
Assets Total Liabilities: £132,155
Assets Current Investment: 0
Assets Total Assets And Liabilities: £15,395,431
Creditors One Year Total Current: 87406
Creditors Falling Due After One Year: 44749
Assets Cash: £62,956
Funds Endowment: 0
Funds Unrestricted: 15395431
Funds Restricted: 0
Funds Total: 15395431
Count Employees: 8
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: 31 October 2023
Income Donations And Legacies: 118926
Income Other Trading Activities: 118321
Income Charitable Activities: 0
Income Investments: 548182
Income Other: 0
Income Total Income And Endowments: 785429
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £17,725
Expenditure Charitable Expenditure: £797,951
Expenditure Other: 0
Expenditure Total: 815676
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8777
Expenditure Support Costs: 26502
Expenditure Depreciation: 10854
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £246,719
Assets Total Fixed: 15276463
Assets Own Use: 15276463
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £44,168
Assets Total Liabilities: £135,595
Assets Current Investment: 0
Assets Total Assets And Liabilities: £15,185,036
Creditors One Year Total Current: 77525
Creditors Falling Due After One Year: 58070
Assets Cash: £30,337
Funds Endowment: 0
Funds Unrestricted: 15185036
Funds Restricted: 0
Funds Total: 15185036
Count Employees: 6
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: 31 October 2022
Income Donations And Legacies: 324457
Income Other Trading Activities: 127169
Income Charitable Activities: 99035
Income Investments: 388441
Income Other: 0
Income Total Income And Endowments: 939102
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £3,500
Expenditure Charitable Expenditure: £785,445
Expenditure Other: 0
Expenditure Total: 788945
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 1500
Expenditure Support Costs: 5000
Expenditure Depreciation: 13794
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £308,399
Assets Total Fixed: 15304384
Assets Own Use: 15304384
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £84,571
Assets Total Liabilities: £120,410
Assets Current Investment: 0
Assets Total Assets And Liabilities: £15,268,545
Creditors One Year Total Current: 112037
Creditors Falling Due After One Year: 8373
Assets Cash: £36,232
Funds Endowment: 0
Funds Unrestricted: 15268545
Funds Restricted: 0
Funds Total: 15268545
Count Employees: 13
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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: Italy
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

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

Geographic Area Type: Country
Geographic Area Description: India
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Asia
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Burkina Faso
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Africa
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Croydon
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater London
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

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

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

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

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

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

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

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

Classification Code: 106
Classification Type: What
Classification Description: Overseas Aid/famine Relief

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

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

08 Official extract

Charity Event History

Charity Name: OUR LADY OF FIDELITY ESTABLISHED AT UPPER NORWOOD, LONDON
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1965-05-10T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 1 SEPTEMBER 1965 AS VARIED BY SCHEME OF 23 AUGUST 1990.
Charitable Objects: SUCH CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON IN ENGLAND OR WALES OR ELSEWHERE BY OR UNDER THE DIRECTION OF OR WITH THE SUPPORT OF SOCIETY AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR THINK FIT.
Area Of Benefit: UNITED KINGDOM AND ELSEWHERE.

10 Official extract

Charity Other Names

Charity Name Id: 275862
Charity Name Type: Working name
Charity Name: VIRGO FIDELIS PREPARATORY SCHOOL

Charity Name Id: 275820
Charity Name Type: Working name
Charity Name: CONGREGATION OF OUR LADY OF FIDELITY

Charity Name Id: 275859
Charity Name Type: Working name
Charity Name: SAINT MARY'S FAMILY CENTRE

11 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures

Policy Name: Volunteer management

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Safeguarding policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Paying staff

Policy Name: Investing charity funds policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures