BritDB

CCEW Charity Commission profile

Congregation of Jesus (Loreto Sisters) English Province

Registered charity 250607 · organisation 250607

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
12 January 1967
Removed
Not supplied
Financial period
1 September 2024 – 31 August 2025
Latest income
£1,007,586
Latest expenditure
£4,217,514
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Loreto Province Centre, Suite 1, 3rd Floor, Charter House, Woodlands Road, Altrincham, WA14 1HF

02 Activities

What the charity does

Furtherance of EducationRaising awareness of religious beliefs and provision of retreatsPastoral and Outreach WorkConduct of Overseas Missionary WorkCaring for members of the Institute

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
1 June 2026
Date Accounts Received
1 June 2026
Total Gross Income
£1,007,586
Total Gross Expenditure
£4,217,514
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
30 April 2025
Date Accounts Received
30 April 2025
Total Gross Income
£1,317,098
Total Gross Expenditure
£1,847,603
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
23 May 2024
Date Accounts Received
23 May 2024
Total Gross Income
£2,350,855
Total Gross Expenditure
£3,387,655
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
23 May 2023
Date Accounts Received
23 May 2023
Total Gross Income
£2,141,977
Total Gross Expenditure
£2,753,956
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
23 May 2022
Date Accounts Received
23 May 2022
Total Gross Income
£1,916,484
Total Gross Expenditure
£2,546,075

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
1 June 2026
Total Gross Income
£1,007,586
Total Gross Expenditure
£4,217,514
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
20
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
30 April 2025
Total Gross Income
£1,317,098
Total Gross Expenditure
£1,847,603
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
18
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
23 May 2024
Total Gross Income
£2,350,855
Total Gross Expenditure
£3,387,655
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
Yes
Count Salary Band 60001 70000
2
Count Salary Band 70001 80000
2
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
1
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
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
23 May 2023
Total Gross Income
£2,141,977
Total Gross Expenditure
£2,753,956
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
£2,038
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 70001 80000
1
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
23 May 2022
Total Gross Income
£1,916,484
Total Gross Expenditure
£2,546,075
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
£45,545
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
1
Count Salary Band 70001 80000
0
Count Salary Band 80001 90000
0
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
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
1 June 2026
Income Donations And Legacies
679446
Income Other Trading Activities
0
Income Charitable Activities
254702
Income Investments
55338
Income Other
18100
Income Total Income And Endowments
1007586
Income Legacies
13566
Income Endowments
0
Expenditure Raising Funds
£19,863
Expenditure Charitable Expenditure
£4,197,651
Expenditure Other
0
Expenditure Total
4217514
Expenditure Investment Management
15894
Expenditure Grants Institution
30603
Expenditure Governance
65323
Expenditure Support Costs
195293
Expenditure Depreciation
14370
Gain Loss Investment
54000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,007,586
Assets Total Fixed
9910122
Assets Own Use
9105043
Assets Long Term Investment
805079
Defined Benefit Pension Scheme
0
Assets Other Assets
£326,207
Assets Total Liabilities
£115,575
Assets Current Investment
0
Assets Total Assets And Liabilities
£10,120,754
Creditors One Year Total Current
115575
Creditors Falling Due After One Year
0
Assets Cash
£224,696
Funds Endowment
0
Funds Unrestricted
9181307
Funds Restricted
939447
Funds Total
10120754
Count Employees
36
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
30 April 2025
Income Donations And Legacies
965521
Income Other Trading Activities
0
Income Charitable Activities
275790
Income Investments
60783
Income Other
15004
Income Total Income And Endowments
1317098
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£13,094
Expenditure Charitable Expenditure
£1,834,509
Expenditure Other
0
Expenditure Total
1847603
Expenditure Investment Management
13
Expenditure Grants Institution
0
Expenditure Governance
98823
Expenditure Support Costs
202272
Expenditure Depreciation
0
Gain Loss Investment
143149
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-4097470
Gain Loss Other
0
Reserves
£13,384,682
Assets Total Fixed
13117587
Assets Own Use
10204985
Assets Long Term Investment
2912602
Defined Benefit Pension Scheme
0
Assets Other Assets
£348,980
Assets Total Liabilities
£81,885
Assets Current Investment
0
Assets Total Assets And Liabilities
£13,384,682
Creditors One Year Total Current
81885
Creditors Falling Due After One Year
0
Assets Cash
£273,768
Funds Endowment
0
Funds Unrestricted
12479207
Funds Restricted
905475
Funds Total
13384682
Count Employees
35
Charity Only Accounts
Yes
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
23 May 2024
Income Donations And Legacies
1056773
Income Other Trading Activities
0
Income Charitable Activities
1216773
Income Investments
77309
Income Other
0
Income Total Income And Endowments
2350855
Income Legacies
103075
Income Endowments
0
Expenditure Raising Funds
£25,919
Expenditure Charitable Expenditure
£3,361,736
Expenditure Other
0
Expenditure Total
3387655
Expenditure Investment Management
25919
Expenditure Grants Institution
0
Expenditure Governance
59687
Expenditure Support Costs
226098
Expenditure Depreciation
717
Gain Loss Investment
6554
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
17550823
Assets Own Use
15643592
Assets Long Term Investment
1907231
Defined Benefit Pension Scheme
0
Assets Other Assets
£582,626
Assets Total Liabilities
£263,941
Assets Current Investment
0
Assets Total Assets And Liabilities
£17,869,508
Creditors One Year Total Current
263941
Creditors Falling Due After One Year
0
Assets Cash
£529,428
Funds Endowment
0
Funds Unrestricted
17073822
Funds Restricted
795686
Funds Total
17869508
Count Employees
70
Consolidated 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
23 May 2023
Income Donations And Legacies
889845
Income Other Trading Activities
0
Income Charitable Activities
1168902
Income Investments
81192
Income Other
2038
Income Total Income And Endowments
2141977
Income Legacies
189097
Income Endowments
0
Expenditure Raising Funds
£28,349
Expenditure Charitable Expenditure
£2,725,607
Expenditure Other
0
Expenditure Total
2753956
Expenditure Investment Management
28349
Expenditure Grants Institution
0
Expenditure Governance
40618
Expenditure Support Costs
153375
Expenditure Depreciation
7196
Gain Loss Investment
-323593
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
18508100
Assets Own Use
15425940
Assets Long Term Investment
3082160
Defined Benefit Pension Scheme
0
Assets Other Assets
£737,718
Assets Total Liabilities
£346,064
Assets Current Investment
0
Assets Total Assets And Liabilities
£18,899,754
Creditors One Year Total Current
346064
Creditors Falling Due After One Year
0
Assets Cash
£688,452
Funds Endowment
0
Funds Unrestricted
18225912
Funds Restricted
673842
Funds Total
18899754
Count Employees
61
Consolidated Accounts
Yes
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
23 May 2022
Income Donations And Legacies
720346
Income Other Trading Activities
0
Income Charitable Activities
1029371
Income Investments
82617
Income Other
84150
Income Total Income And Endowments
1916484
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£31,719
Expenditure Charitable Expenditure
£2,514,356
Expenditure Other
0
Expenditure Total
2546075
Expenditure Investment Management
31719
Expenditure Grants Institution
0
Expenditure Governance
40401
Expenditure Support Costs
138020
Expenditure Depreciation
9890
Gain Loss Investment
679036
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
19396377
Assets Own Use
15416942
Assets Long Term Investment
3979435
Defined Benefit Pension Scheme
0
Assets Other Assets
£779,894
Assets Total Liabilities
£340,945
Assets Current Investment
0
Assets Total Assets And Liabilities
£19,835,326
Creditors One Year Total Current
340945
Creditors Falling Due After One Year
0
Assets Cash
£663,662
Funds Endowment
0
Funds Unrestricted
19092571
Funds Restricted
742755
Funds Total
19835326
Count Employees
70
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Philippines
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Asia
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Albania
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
102
Classification Type
What
Classification Description
Education/training
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
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
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities

08 Official extract

Charity Event History

Charity Name
Congregation of Jesus (Loreto Sisters) English Province
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1967-01-12T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 2 MARCH 1965 AS AMENDED BY SCHEME DATED 28TH JULY 2003 as amended on 17 Oct 2025
Charitable Objects
THE OBJECT OF THE CHARITY IS TO APPLY THE CAPITAL OR INCOME OF THE CHARITY FOR SUCH CHARITABLE PURPOSES AS SHALL ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK THE ENGLISH PROVINCE OF THE INSTITUTE AS THE TRUSTEES WITH THE APPROVAL OF THE PROVINCIAL SHALL FROM TIME TO TIME THINK FIT AND IF AT ANY TIME THE INSTITUTE SHALL CEASE TO EXIST OR SHALL CEASE TO CARRY ON RELIGIOUS OR OTHER CHARITABLE WORK IN SUCH PROVINCE 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 Names

Charity Name Id
358606
Charity Name Type
Working name
Charity Name
LORETO
Charity Name Id
358601
Charity Name Type
Previous name
Charity Name
INSTITUTE OF THE BLESSED VIRGIN MARY COMMONLY CALLED THE SISTERS OF LORETO

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Ofsted (Office For Standards In Education)

12 Official extract

Charity Policy

Policy Name
Internal charity financial controls policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Conflicting interests
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Risk management
Policy Name
Paying staff
Policy Name
Investment
Policy Name
Safeguarding policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries