Roman Catholic Purposes -The Congregation Of The Canonesses Regular Hospitallers Of The Mercy Of Jesus Of The Order Of St Augustine At Ince Blundell — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 6 June 1967
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £148,072
Latest expenditure: £320,372
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Ince Blundell Hall, Back O' The Town Lane, Merseyside, L38 6JL

02 Activities

What the charity does

We support unpaid carers by providing essential respite breaks, allowing them time to rest and recharge at Ince Blundell Hall. Our work helps sustain carers' well-being, ensuring they can continue their vital role with renewed energy and support.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 29 April 2026
Date Accounts Received: 29 April 2026
Total Gross Income: £148,072
Total Gross Expenditure: £320,372

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 24 April 2025
Date Accounts Received: 24 April 2025
Total Gross Income: £185,831
Total Gross Expenditure: £234,195

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 30 April 2024
Date Accounts Received: 30 April 2024
Total Gross Income: £80,863
Total Gross Expenditure: £280,127

Fin Period Start Date: 1 April 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 27 April 2023
Date Accounts Received: 27 April 2023
Total Gross Income: £1,108,188
Total Gross Expenditure: £1,117,451

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 16 June 2022
Date Accounts Received: 16 June 2022
Total Gross Income: £1,032,613
Total Gross Expenditure: £1,196,390

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 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 29 April 2026
Total Gross Income: £148,072
Total Gross Expenditure: £320,372
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 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 24 April 2025
Total Gross Income: £185,831
Total Gross Expenditure: £234,195
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: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 30 April 2024
Total Gross Income: £80,863
Total Gross Expenditure: £280,127
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: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 27 April 2023
Total Gross Income: £1,108,188
Total Gross Expenditure: £1,117,451
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 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 16 June 2022
Total Gross Income: £1,032,613
Total Gross Expenditure: £1,196,390
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: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 27 April 2023
Income Donations And Legacies: 5815
Income Other Trading Activities: 0
Income Charitable Activities: 543923
Income Investments: 81837
Income Other: 476613
Income Total Income And Endowments: 1108188
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £15,551
Expenditure Charitable Expenditure: £1,059,843
Expenditure Other: 42057
Expenditure Total: 1117451
Expenditure Investment Management: 15551
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 54850
Expenditure Depreciation: 67775
Gain Loss Investment: -61834
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £4,269,568
Assets Total Fixed: 3800417
Assets Own Use: 1837691
Assets Long Term Investment: 1962726
Defined Benefit Pension Scheme: 0
Assets Other Assets: £649,462
Assets Total Liabilities: £180,311
Assets Current Investment: 0
Assets Total Assets And Liabilities: £4,269,568
Creditors One Year Total Current: 180311
Creditors Falling Due After One Year: 0
Assets Cash: £645,292
Funds Endowment: 0
Funds Unrestricted: 4269568
Funds Restricted: 0
Funds Total: 4269568
Count Employees: 26
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 16 June 2022
Income Donations And Legacies: 67727
Income Other Trading Activities: 0
Income Charitable Activities: 899359
Income Investments: 65526
Income Other: 0
Income Total Income And Endowments: 1032612
Income Legacies: 66691
Income Endowments: 0
Expenditure Raising Funds: £16,685
Expenditure Charitable Expenditure: £1,124,833
Expenditure Other: 54872
Expenditure Total: 1196390
Expenditure Investment Management: 16685
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 54872
Expenditure Depreciation: 49467
Gain Loss Investment: 550332
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £4,340,646
Assets Total Fixed: 3802893
Assets Own Use: 1211778
Assets Long Term Investment: 2591115
Defined Benefit Pension Scheme: 0
Assets Other Assets: £622,438
Assets Total Liabilities: £84,685
Assets Current Investment: 0
Assets Total Assets And Liabilities: £4,340,646
Creditors One Year Total Current: 84685
Creditors Falling Due After One Year: 0
Assets Cash: £528,774
Funds Endowment: 0
Funds Unrestricted: 4340646
Funds Restricted: 0
Funds Total: 4340646
Count Employees: 38
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Sefton
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Wirral
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Lancashire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Liverpool City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

07 Official extract

Charity Classification

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

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

Classification Code: 115
Classification Type: What
Classification Description: Human Rights/religious Or Racial Harmony/equality Or Diversity

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

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

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

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

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

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

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

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

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

08 Official extract

Charity Event History

Charity Name: Roman Catholic Purposes -The Congregation Of The Canonesses Regular Hospitallers Of The Mercy Of Jesus Of The Order Of St Augustine At Ince Blundell
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2023-09-15T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 232621
Assoc Registered Charity Number: 232621
Assoc Charity Name: CONGREGATION OF THE CANONESSES REGULAR HOSPITALLERS OF THE MERCY OF JESUS OF THE ORDER OF ST AUGUSTINE AT WATERLOO

Charity Name: Roman Catholic Purposes -The Congregation Of The Canonesses Regular Hospitallers Of The Mercy Of Jesus Of The Order Of St Augustine At Ince Blundell
Charity Event Order: 2
Event Type: Asset transfer out
Date Of Event: 2017-05-02T00:00:00
Assoc Organisation Number: 5090534
Assoc Registered Charity Number: 1171632
Assoc Charity Name: INCE BLUNDELL HALL AUGUSTINIAN CIO

Charity Name: Roman Catholic Purposes -The Congregation Of The Canonesses Regular Hospitallers Of The Mercy Of Jesus Of The Order Of St Augustine At Ince Blundell
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1967-06-06T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 24TH MAY 1967 as amended on 31 Jan 2025 as amended on 08 Oct 2026
Charitable Objects: FOR SUCH CHARITABLE PURPOSES WHICH ADVANCETHE RELIGIOUS AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON IN ENGLAND AND WALES BY OR UNDER DIRECTION OF THE SOCIETY AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT. (FOR FULL DETAILS SEE CLAUSE 2 OF THE TRUST DEED).
Area Of Benefit: NATIONAL

10 Official extract

Charity Other Names

Charity Name Id: 722188
Charity Name Type: Working name
Charity Name: Ince Blundell Hall Carers' Respite

Charity Name Id: 47991
Charity Name Type: Previous name
Charity Name: ROMAN CATHOLIC PURPOSES - THE CONGREGATION OF THE CANONESSES REGULAR HOSPITALLERS OF THE MERCY OF JESUS OF THE ORDER OF ST AUGUSTINE AT INCE BLUNDELL

Charity Name Id: 47967
Charity Name Type: Working name
Charity Name: INCE BLUNDELL TRUST AND NURSING HOME

Charity Name Id: 693591
Charity Name Type: Previous name
Charity Name: INCE BLUNDELL HALL CARERS RESPITE

11 Official extract

Charity Policy

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

Policy Name: Volunteer management

Policy Name: Complaints policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls 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: Social media policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Paying staff

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests