BritDB

CCEW Charity Commission profile

INSTITUTE OF OUR LADY OF MERCY

Registered charity 290544 · organisation 290544

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
30 November 1984
Removed
Not supplied
Financial period
1 July 2024 – 30 June 2025
Latest income
£11,889,793
Latest expenditure
£18,052,599
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: INSTITUTE OF OUR LADY OF MERCY, CONVENT OF MERCY, CEMETERY ROAD, YEADON, LEEDS, LS19 7UR

Website recorded by the regulator: www.ourladyofmercy.org.uk (displayed as text)

02 Activities

What the charity does

The Charity's activities are carried on by individual Sisters acting within parish communities and the wider community. It runs and supports Catholic schools and care homes. The Trustees care for their own Sisters who are retiring from active work. The Charity also makes grants to beneficiaries and assists other charities with similar objects.

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
23 April 2026
Date Accounts Received
23 April 2026
Total Gross Income
£11,889,793
Total Gross Expenditure
£18,052,599
Fin Period Start Date
1 January 2023
Fin Period End Date
30 June 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 April 2025
Date Annual Return Received
18 February 2025
Date Accounts Received
18 February 2025
Total Gross Income
£14,731,323
Total Gross Expenditure
£24,246,573
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
28 September 2023
Date Accounts Received
28 September 2023
Total Gross Income
£9,594,890
Total Gross Expenditure
£14,927,846
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
£9,121,339
Total Gross Expenditure
£14,118,497
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Cycle Reference
AR20
Reporting Due Date
31 October 2021
Date Annual Return Received
2 November 2021
Date Accounts Received
2 November 2021
Total Gross Income
£8,900,881
Total Gross Expenditure
£15,394,943

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
23 April 2026
Total Gross Income
£11,889,793
Total Gross Expenditure
£18,052,599
Grant Making Is Main Activity
No
Count Govt Contracts
6
Count Govt Grants
£2
Income From Government Contracts
619272
Income From Government Grants
£39,905
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
1
Count Salary Band 80001 90000
1
Count Volunteers
121
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2023
Fin Period End Date
30 June 2024
Ar Due Date
30 April 2025
Ar Received Date
18 February 2025
Total Gross Income
£14,731,323
Total Gross Expenditure
£24,246,573
Grant Making Is Main Activity
No
Count Govt Contracts
11
Count Govt Grants
£3
Income From Government Contracts
982103
Income From Government Grants
£40,396
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
1
Count Volunteers
129
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
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
28 September 2023
Total Gross Income
£9,594,890
Total Gross Expenditure
£14,927,846
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
11
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£6
Income From Government Contracts
609330
Income From Government Grants
£10,670
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
170
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
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
£9,121,339
Total Gross Expenditure
£14,118,497
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
12
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£39
Income From Government Contracts
737557
Income From Government Grants
£162,103
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
250
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
2 November 2021
Total Gross Income
£8,900,881
Total Gross Expenditure
£15,394,943
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
13
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£70
Income From Government Contracts
776646
Income From Government Grants
£234,715
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
2
Count Salary Band 100001 110000
1
Count Volunteers
300

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 July 2024
Fin Period End Date
30 June 2025
Ar Due Date
30 April 2026
Ar Received Date
23 April 2026
Income Donations And Legacies
2656786
Income Other Trading Activities
0
Income Charitable Activities
4257390
Income Investments
3176940
Income Other
1798677
Income Total Income And Endowments
11889793
Income Legacies
20535
Income Endowments
0
Expenditure Raising Funds
£160,481
Expenditure Charitable Expenditure
£17,892,118
Expenditure Other
0
Expenditure Total
18052599
Expenditure Investment Management
160481
Expenditure Grants Institution
447926
Expenditure Governance
2545348
Expenditure Support Costs
1535340
Expenditure Depreciation
2273643
Gain Loss Investment
941547
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-33860258
Gain Loss Other
0
Reserves
£102,865,486
Assets Total Fixed
97755508
Assets Own Use
47369513
Assets Long Term Investment
50385995
Defined Benefit Pension Scheme
0
Assets Other Assets
£8,401,469
Assets Total Liabilities
£1,076,403
Assets Current Investment
0
Assets Total Assets And Liabilities
£105,080,574
Creditors One Year Total Current
1076403
Creditors Falling Due After One Year
0
Assets Cash
£7,299,239
Funds Endowment
0
Funds Unrestricted
102865486
Funds Restricted
2215088
Funds Total
105080574
Count Employees
236
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2023
Fin Period End Date
30 June 2024
Ar Due Date
30 April 2025
Ar Received Date
18 February 2025
Income Donations And Legacies
111148
Income Other Trading Activities
0
Income Charitable Activities
9439457
Income Investments
4277314
Income Other
903404
Income Total Income And Endowments
14731323
Income Legacies
46798
Income Endowments
0
Expenditure Raising Funds
£273,348
Expenditure Charitable Expenditure
£23,973,225
Expenditure Other
0
Expenditure Total
24246573
Expenditure Investment Management
273348
Expenditure Grants Institution
832836
Expenditure Governance
3172058
Expenditure Support Costs
1768020
Expenditure Depreciation
3178228
Gain Loss Investment
-235560
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£128,962,382
Assets Total Fixed
141190662
Assets Own Use
85779754
Assets Long Term Investment
55410908
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,029,215
Assets Total Liabilities
£1,057,786
Assets Current Investment
0
Assets Total Assets And Liabilities
£144,162,091
Creditors One Year Total Current
1057786
Creditors Falling Due After One Year
0
Assets Cash
£3,175,784
Funds Endowment
0
Funds Unrestricted
128962382
Funds Restricted
15199709
Funds Total
144162091
Count Employees
238
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
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
28 September 2023
Income Donations And Legacies
26838
Income Other Trading Activities
0
Income Charitable Activities
5917302
Income Investments
2828988
Income Other
821762
Income Total Income And Endowments
9594890
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£262,050
Expenditure Charitable Expenditure
£14,665,796
Expenditure Other
0
Expenditure Total
14927846
Expenditure Investment Management
262050
Expenditure Grants Institution
440391
Expenditure Governance
918017
Expenditure Support Costs
2000278
Expenditure Depreciation
2031326
Gain Loss Investment
-4451007
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£137,920,710
Assets Total Fixed
148163724
Assets Own Use
78122520
Assets Long Term Investment
70041204
Defined Benefit Pension Scheme
0
Assets Other Assets
£6,643,100
Assets Total Liabilities
£893,923
Assets Current Investment
0
Assets Total Assets And Liabilities
£153,912,901
Creditors One Year Total Current
893923
Creditors Falling Due After One Year
0
Assets Cash
£5,830,041
Funds Endowment
0
Funds Unrestricted
137920710
Funds Restricted
15992191
Funds Total
153912901
Count Employees
248
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
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
61807
Income Other Trading Activities
0
Income Charitable Activities
5814994
Income Investments
2786997
Income Other
457541
Income Total Income And Endowments
9121339
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£206,334
Expenditure Charitable Expenditure
£13,743,782
Expenditure Other
168381
Expenditure Total
14118497
Expenditure Investment Management
206334
Expenditure Grants Institution
478513
Expenditure Governance
768864
Expenditure Support Costs
1873275
Expenditure Depreciation
1954166
Gain Loss Investment
8108336
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£146,861,630
Assets Total Fixed
157352358
Assets Own Use
79090497
Assets Long Term Investment
78261861
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,560,530
Assets Total Liabilities
£1,216,024
Assets Current Investment
0
Assets Total Assets And Liabilities
£163,696,864
Creditors One Year Total Current
1216024
Creditors Falling Due After One Year
0
Assets Cash
£6,674,584
Funds Endowment
0
Funds Unrestricted
146861630
Funds Restricted
16835234
Funds Total
163696864
Count Employees
253
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
2 November 2021
Income Donations And Legacies
68522
Income Other Trading Activities
0
Income Charitable Activities
6182764
Income Investments
2612122
Income Other
37473
Income Total Income And Endowments
8900881
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£206,475
Expenditure Charitable Expenditure
£14,961,231
Expenditure Other
227237
Expenditure Total
15394943
Expenditure Investment Management
206475
Expenditure Grants Institution
574529
Expenditure Governance
635017
Expenditure Support Costs
1947908
Expenditure Depreciation
2064632
Gain Loss Investment
-3241925
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£143,627,249
Assets Total Fixed
156179867
Assets Own Use
82472278
Assets Long Term Investment
73707589
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,543,941
Assets Total Liabilities
£1,138,122
Assets Current Investment
0
Assets Total Assets And Liabilities
£160,585,686
Creditors One Year Total Current
1138122
Creditors Falling Due After One Year
0
Assets Cash
£4,894,876
Funds Endowment
0
Funds Unrestricted
143627249
Funds Restricted
16958437
Funds Total
160585686
Count Employees
272
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Ireland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Kenya
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Romania
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
Geographic Area Type
Country
Geographic Area Description
Peru
Parent Geographic Area Type
Continent
Parent Geographic Area Description
South America
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
104
Classification Type
What
Classification Description
Disability
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
102
Classification Type
What
Classification Description
Education/training
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
108
Classification Type
What
Classification Description
Religious Activities

08 Official extract

Charity Event History

Charity Name
INSTITUTE OF OUR LADY OF MERCY
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1984-11-30T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 24 OCT 1984AS AMENDED BY DEED DATED 25 JUN 1992AS AMENDED BY DEED DATED 09 MAR 2000AS AMENDED BY SCHEME DATED 31 DEC 2000
Charitable Objects
SUCH CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON OR TO BE CARRIED ON IN ENGLAND AND WALES OR ANYWHERE IN THE WORLD BY OR UNDER THE DIRECTION OF THE INSTITUTE INCLUDING IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) THE RELIEF OF POVERTY, THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION THE ADVANCEMENT OF EDUCATION AND THE NURSING OF SICK POOR AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR GENERAL THINK FIT .
Area Of Benefit
ENGLAND AND WALES OR ANYWHERE IN THE WORLD

10 Official extract

Charity Other Names

Charity Name Id
67131
Charity Name Type
Previous name
Charity Name
THE INSTITUTE OF OUR LADY OF MERCY

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission
Regulator Order
3
Regulator Name
Ofsted (Office For Standards In Education)
Regulator Order
2
Regulator Name
Care Inspectorate Wales (CIW)

12 Official extract

Charity Policy

Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Paying staff
Policy Name
Investing charity funds policy and procedures
Policy Name
Complaints handling
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Volunteer management
Policy Name
Investment
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Serious incident reporting policy and procedures