BritDB

CCEW Charity Commission profile

MARIA ASSUMPTA TRUST

Registered charity 1127151 · organisation 4042508

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
11 December 2008
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£703,000
Latest expenditure
£461,000
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: CONVENT OF THE ASSUMPTION, 20 KENSINGTON SQUARE, LONDON, W8 5HH

02 Activities

What the charity does

The Charity was formed in October 2008, its funds were invested to generate income to fund the payment of donations and grants. The trustees review requests for funds from the UK and overseas, and make grants as they judge appropriate. The Trustees have established a Grant Making Policy, and procedures and guidelines for grant applications are in place.

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
3 September 2026
Date Accounts Received
3 September 2026
Total Gross Income
£703,000
Total Gross Expenditure
£461,000
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
27 August 2025
Date Accounts Received
27 August 2025
Total Gross Income
£738,000
Total Gross Expenditure
£845,000
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
25 October 2024
Date Accounts Received
25 October 2024
Total Gross Income
£595,000
Total Gross Expenditure
£380,000
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
20 September 2023
Date Accounts Received
20 September 2023
Total Gross Income
£529,000
Total Gross Expenditure
£654,000
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
12 August 2022
Date Accounts Received
12 August 2022
Total Gross Income
£462,000
Total Gross Expenditure
£489,000

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
3 September 2026
Total Gross Income
£703,000
Total Gross Expenditure
£461,000
Grant Making Is Main Activity
Yes
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
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
27 August 2025
Total Gross Income
£738,000
Total Gross Expenditure
£845,000
Grant Making Is Main Activity
Yes
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
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
25 October 2024
Total Gross Income
£595,000
Total Gross Expenditure
£380,000
Grant Making Is Main Activity
Yes
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
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
20 September 2023
Total Gross Income
£529,000
Total Gross Expenditure
£654,000
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
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
12 August 2022
Total Gross Income
£462,000
Total Gross Expenditure
£489,000
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
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
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
3 September 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
703000
Income Other
0
Income Total Income And Endowments
703000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£74,000
Expenditure Charitable Expenditure
£387,000
Expenditure Other
0
Expenditure Total
461000
Expenditure Investment Management
74000
Expenditure Grants Institution
332000
Expenditure Governance
55000
Expenditure Support Costs
55000
Expenditure Depreciation
0
Gain Loss Investment
1288000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£24,117,000
Assets Total Fixed
23282000
Assets Own Use
0
Assets Long Term Investment
23282000
Defined Benefit Pension Scheme
0
Assets Other Assets
£882,000
Assets Total Liabilities
£47,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£24,117,000
Creditors One Year Total Current
47000
Creditors Falling Due After One Year
0
Assets Cash
£787,000
Funds Endowment
23269000
Funds Unrestricted
848000
Funds Restricted
0
Funds Total
24117000
Count Employees
0
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
27 August 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
738000
Income Other
0
Income Total Income And Endowments
738000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£74,000
Expenditure Charitable Expenditure
£771,000
Expenditure Other
0
Expenditure Total
845000
Expenditure Investment Management
74000
Expenditure Grants Institution
749000
Expenditure Governance
22000
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
777000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£22,587,000
Assets Total Fixed
22055000
Assets Own Use
0
Assets Long Term Investment
22055000
Defined Benefit Pension Scheme
0
Assets Other Assets
£774,000
Assets Total Liabilities
£242,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£22,587,000
Creditors One Year Total Current
242000
Creditors Falling Due After One Year
0
Assets Cash
£691,000
Funds Endowment
22055000
Funds Unrestricted
532000
Funds Restricted
0
Funds Total
22587000
Count Employees
0
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
25 October 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
595000
Income Other
0
Income Total Income And Endowments
595000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£66,000
Expenditure Charitable Expenditure
£314,000
Expenditure Other
0
Expenditure Total
380000
Expenditure Investment Management
66000
Expenditure Grants Institution
314000
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
1001000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£21,917,000
Assets Total Fixed
21352000
Assets Own Use
0
Assets Long Term Investment
21352000
Defined Benefit Pension Scheme
0
Assets Other Assets
£821,000
Assets Total Liabilities
£256,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£21,917,000
Creditors One Year Total Current
250000
Creditors Falling Due After One Year
6000
Assets Cash
£790,000
Funds Endowment
21352000
Funds Unrestricted
565000
Funds Restricted
0
Funds Total
21917000
Count Employees
0
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
20 September 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
529000
Income Other
0
Income Total Income And Endowments
529000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£62,000
Expenditure Charitable Expenditure
£592,000
Expenditure Other
0
Expenditure Total
654000
Expenditure Investment Management
62000
Expenditure Grants Institution
592000
Expenditure Governance
0
Expenditure Support Costs
62000
Expenditure Depreciation
0
Gain Loss Investment
-3267000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£284,000
Assets Total Fixed
20417000
Assets Own Use
0
Assets Long Term Investment
20417000
Defined Benefit Pension Scheme
0
Assets Other Assets
£572,000
Assets Total Liabilities
£288,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£20,701,000
Creditors One Year Total Current
203000
Creditors Falling Due After One Year
85000
Assets Cash
£572,000
Funds Endowment
20417000
Funds Unrestricted
284000
Funds Restricted
0
Funds Total
20701000
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

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
Kenya
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Ivory Coast
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Cameroon
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Rwanda
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
El Salvador
Parent Geographic Area Type
Continent
Parent Geographic Area Description
North America
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Brazil
Parent Geographic Area Type
Continent
Parent Geographic Area Description
South America
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Madagascar
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
United States
Parent Geographic Area Type
Continent
Parent Geographic Area Description
North America
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Niger
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
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
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
Nicaragua
Parent Geographic Area Type
Continent
Parent Geographic Area Description
North America
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Spain
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
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
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities

08 Official extract

Charity Event History

Charity Name
MARIA ASSUMPTA TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2008-12-11T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 28 OCTOBER 2008AS AMENDED BY DEED DATED 28 FEB 2017
Charitable Objects
THE OBJECTS ARE FOR SUCH CHARITABLE PURPOSES AS SHALL ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE ORDER ANYWHERE IN THE WORLD AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT.
Area Of Benefit
UNDEFINED. IN PRACTICE, NATIONAL

10 Official extract

Charity Policy

Policy Name
Internal charity financial controls policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Investment
Policy Name
Serious incident reporting policy and procedures
Policy Name
Risk management
Policy Name
Investing charity funds policy and procedures