01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 29 March 1988
- Removed
- Not supplied
- Company number supplied
- 08668810
- Financial period
- 1 September 2024 – 31 August 2025
- Latest income
- £2,472,666
- Latest expenditure
- £3,967,270
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: CONGREGATION OF JESUS, CHARITABLE TRUST, 17-19 BLOSSOM STREET, YORK, YO24 1AQ
02 Activities
What the charity does
Advancement of Religion.EducationSocial and Pastoral works.Education and care services overseas.Care for Members of the Congregation of Jesus in the English Province.
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
- 2 June 2026
- Date Accounts Received
- 2 June 2026
- Total Gross Income
- £2,472,666
- Total Gross Expenditure
- £3,967,270
- 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
- 26 June 2025
- Date Accounts Received
- 26 June 2025
- Total Gross Income
- £2,466,968
- Total Gross Expenditure
- £4,322,551
- 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
- 6 June 2024
- Date Accounts Received
- 6 June 2024
- Total Gross Income
- £2,519,110
- Total Gross Expenditure
- £3,227,361
- 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
- 13 June 2023
- Date Accounts Received
- 13 June 2023
- Total Gross Income
- £3,019,515
- Total Gross Expenditure
- £3,391,779
- 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
- 24 February 2022
- Date Accounts Received
- 24 February 2022
- Total Gross Income
- £2,448,871
- Total Gross Expenditure
- £2,781,243
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
- 2 June 2026
- Total Gross Income
- £2,472,666
- Total Gross Expenditure
- £3,967,270
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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 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
- 26 June 2025
- Total Gross Income
- £2,466,968
- Total Gross Expenditure
- £4,322,551
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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 Volunteers
- 20
- 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
- 6 June 2024
- Total Gross Income
- £2,519,110
- Total Gross Expenditure
- £3,227,361
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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 Volunteers
- 20
- 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
- 13 June 2023
- Total Gross Income
- £3,019,515
- Total Gross Expenditure
- £3,391,779
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- 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 Volunteers
- 20
- 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
- 24 February 2022
- Total Gross Income
- £2,448,871
- Total Gross Expenditure
- £2,781,243
- 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
- £123,380
- 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 Volunteers
- 20
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
- 2 June 2026
- Income Donations And Legacies
- 356968
- Income Other Trading Activities
- 967395
- Income Charitable Activities
- 61850
- Income Investments
- 1086453
- Income Other
- 0
- Income Total Income And Endowments
- 2472666
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,189,110
- Expenditure Charitable Expenditure
- £2,778,160
- Expenditure Other
- 0
- Expenditure Total
- 3967270
- Expenditure Investment Management
- 158602
- Expenditure Grants Institution
- 181692
- Expenditure Governance
- 124797
- Expenditure Support Costs
- 514655
- Expenditure Depreciation
- 261488
- Gain Loss Investment
- -24815
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £13,373,308
- Assets Total Fixed
- 42014267
- Assets Own Use
- 1604330
- Assets Long Term Investment
- 40409937
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,537,276
- Assets Total Liabilities
- £453,938
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £43,097,605
- Creditors One Year Total Current
- 414373
- Creditors Falling Due After One Year
- 39565
- Assets Cash
- £1,280,045
- Funds Endowment
- 0
- Funds Unrestricted
- 43097605
- Funds Restricted
- 0
- Funds Total
- 43097605
- Count Employees
- 100
- Consolidated 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
- 26 June 2025
- Income Donations And Legacies
- 380291
- Income Other Trading Activities
- 889540
- Income Charitable Activities
- 59928
- Income Investments
- 1137209
- Income Other
- 0
- Income Total Income And Endowments
- 2466968
- Income Legacies
- 5000
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,066,657
- Expenditure Charitable Expenditure
- £3,255,894
- Expenditure Other
- 0
- Expenditure Total
- 4322551
- Expenditure Investment Management
- 183520
- Expenditure Grants Institution
- 220550
- Expenditure Governance
- 65836
- Expenditure Support Costs
- 476775
- Expenditure Depreciation
- 259121
- Gain Loss Investment
- 4015168
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £19,178,393
- Assets Total Fixed
- 44209049
- Assets Own Use
- 1818140
- Assets Long Term Investment
- 42390909
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £846,163
- Assets Total Liabilities
- £438,188
- Assets Current Investment
- 302304
- Assets Total Assets And Liabilities
- £44,617,024
- Creditors One Year Total Current
- 395473
- Creditors Falling Due After One Year
- 42715
- Assets Cash
- £226,914
- Funds Endowment
- 0
- Funds Unrestricted
- 44617024
- Funds Restricted
- 0
- Funds Total
- 44617024
- Count Employees
- 99
- Consolidated 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
- 6 June 2024
- Income Donations And Legacies
- 399164
- Income Other Trading Activities
- 779398
- Income Charitable Activities
- 51259
- Income Investments
- 1289289
- Income Other
- 0
- Income Total Income And Endowments
- 2519110
- Income Legacies
- 5000
- Income Endowments
- 0
- Expenditure Raising Funds
- £900,142
- Expenditure Charitable Expenditure
- £2,327,219
- Expenditure Other
- 0
- Expenditure Total
- 3227361
- Expenditure Investment Management
- 144553
- Expenditure Grants Institution
- 141292
- Expenditure Governance
- 69627
- Expenditure Support Costs
- 412663
- Expenditure Depreciation
- 224655
- Gain Loss Investment
- -997035
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,436,985
- Assets Total Fixed
- 41738330
- Assets Own Use
- 2010577
- Assets Long Term Investment
- 39727753
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,117,172
- Assets Total Liabilities
- £398,063
- Assets Current Investment
- 492864
- Assets Total Assets And Liabilities
- £42,457,439
- Creditors One Year Total Current
- 355273
- Creditors Falling Due After One Year
- 42790
- Assets Cash
- £329,817
- Funds Endowment
- 0
- Funds Unrestricted
- 42457439
- Funds Restricted
- 0
- Funds Total
- 42457439
- Count Employees
- 98
- 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
- 13 June 2023
- Income Donations And Legacies
- 707733
- Income Other Trading Activities
- 681220
- Income Charitable Activities
- 52801
- Income Investments
- 1065866
- Income Other
- 511895
- Income Total Income And Endowments
- 3019515
- Income Legacies
- 351047
- Income Endowments
- 0
- Expenditure Raising Funds
- £792,473
- Expenditure Charitable Expenditure
- £2,599,306
- Expenditure Other
- 0
- Expenditure Total
- 3391779
- Expenditure Investment Management
- 123067
- Expenditure Grants Institution
- 562324
- Expenditure Governance
- 67804
- Expenditure Support Costs
- 407873
- Expenditure Depreciation
- 250257
- Gain Loss Investment
- -2623538
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £7,268,594
- Assets Total Fixed
- 43264525
- Assets Own Use
- 3077176
- Assets Long Term Investment
- 40187349
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,392,145
- Assets Total Liabilities
- £493,945
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £44,162,725
- Creditors One Year Total Current
- 450755
- Creditors Falling Due After One Year
- 43190
- Assets Cash
- £1,269,145
- Funds Endowment
- 0
- Funds Unrestricted
- 44162725
- Funds Restricted
- 0
- Funds Total
- 44162725
- Count Employees
- 96
- 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
- 24 February 2022
- Income Donations And Legacies
- 1067501
- Income Other Trading Activities
- 356520
- Income Charitable Activities
- 26244
- Income Investments
- 998606
- Income Other
- 0
- Income Total Income And Endowments
- 2448871
- Income Legacies
- 680535
- Income Endowments
- 0
- Expenditure Raising Funds
- £635,055
- Expenditure Charitable Expenditure
- £2,146,188
- Expenditure Other
- 0
- Expenditure Total
- 2781243
- Expenditure Investment Management
- 117425
- Expenditure Grants Institution
- 71076
- Expenditure Governance
- 50161
- Expenditure Support Costs
- 626467
- Expenditure Depreciation
- 490140
- Gain Loss Investment
- 5375257
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £5,229,054
- Assets Total Fixed
- 45998371
- Assets Own Use
- 3682633
- Assets Long Term Investment
- 42315738
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,344,696
- Assets Total Liabilities
- £184,540
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £47,158,527
- Creditors One Year Total Current
- 141292
- Creditors Falling Due After One Year
- 43248
- Assets Cash
- £798,939
- Funds Endowment
- 0
- Funds Unrestricted
- 47158527
- Funds Restricted
- 0
- Funds Total
- 47158527
- Count Employees
- 87
- Consolidated 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
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 108
- Classification Type
- What
- Classification Description
- Religious Activities
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
08 Official extract
Charity Event History
- Charity Name
- CONGREGATION OF JESUS CHARITABLE TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1988-03-29T00:00:00
- Charity Name
- CONGREGATION OF JESUS CHARITABLE TRUST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2022-03-07T00:00:00
- Assoc Organisation Number
- 294320
- Assoc Registered Charity Number
- 294320
- Assoc Charity Name
- THE BAR CONVENT TRUST
09 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 11/03/1988AS AMENDED ON 11/12/2004AS AMENDED ON 12/04/2012AS AMENDED ON 21/01/2014AS AMENDED BY RESOLUTION DATED 18 SEP 2019
- Charitable Objects
- PROMOTING THE CHARITABLE WORK FOR THE TIME BEING CARRIED ON PROMOTED OR SUPPORTED BY THE ASSOCIATION KNOWN AS THE CONGREGATION OF JESUS AS THE TRUSTEES SHALL FROM TIME TO TIME WITH THE CONSENT OF THE PROVINCIAL THINK FIT PROVIDED THAT IF AT ANY TIME CONGREGATION OF JESUS SHALL CEASE TO EXIST OR TO CARRY ON PROMOTE OR SUPPORT ANY CHARITABLE WORKS THE TRUST FUND AND THE INCOME THEREOF SHALL BE HELD FOR SUCH GENERAL CHARITABLE PURPOSES IN CONNECTION WITH THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Policy
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investment
- Policy Name
- Conflicting interests
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Social media policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Risk management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Bullying and harassment 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