BritDB

CCEW Charity Commission profile

DOWNSIDE ABBEY GENERAL TRUST

Registered charity 1158507 · organisation 5050183

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
9 September 2014
Removed
Not supplied
Company number supplied
09124570
Financial period
1 October 2024 – 30 September 2025
Latest income
£1,255,032
Latest expenditure
£2,939,358
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: DOWNSIDE ABBEY, STRATTON-ON-THE-FOSSE, RADSTOCK, BA3 4RH

Website recorded by the regulator: www.downsideabbey.co.uk (displayed as text)

02 Activities

What the charity does

The provision, maintenance and upkeep of Churches and chapels for the Roman Catholic Church. Houses of study and colleges for the education and training of priests of the Roman Catholic Church. The provision of schools, colleges and educational establishments for the general education of children and other persons.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 October 2024
Fin Period End Date
30 September 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 July 2026
Date Annual Return Received
19 June 2026
Date Accounts Received
19 June 2026
Total Gross Income
£1,255,032
Total Gross Expenditure
£2,939,358
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 July 2025
Date Annual Return Received
20 June 2025
Date Accounts Received
20 June 2025
Total Gross Income
£1,423,383
Total Gross Expenditure
£1,711,664
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 July 2024
Date Annual Return Received
25 July 2024
Date Accounts Received
25 July 2024
Total Gross Income
£1,498,977
Total Gross Expenditure
£1,499,586
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 July 2023
Date Annual Return Received
17 July 2023
Date Accounts Received
21 July 2023
Total Gross Income
£1,236,888
Total Gross Expenditure
£4,879,285
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 July 2022
Date Annual Return Received
20 July 2022
Date Accounts Received
20 July 2022
Total Gross Income
£1,894,396
Total Gross Expenditure
£1,074,982

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 October 2024
Fin Period End Date
30 September 2025
Ar Due Date
30 July 2026
Ar Received Date
19 June 2026
Total Gross Income
£1,255,032
Total Gross Expenditure
£2,939,358
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£9,428
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
10
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Due Date
30 July 2025
Ar Received Date
20 June 2025
Total Gross Income
£1,423,383
Total Gross Expenditure
£1,711,664
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£5,026
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
10
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Due Date
30 July 2024
Ar Received Date
25 July 2024
Total Gross Income
£1,498,977
Total Gross Expenditure
£1,499,586
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£1,365
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
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Due Date
30 July 2023
Ar Received Date
17 July 2023
Total Gross Income
£1,236,888
Total Gross Expenditure
£4,879,285
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
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
No
Count Volunteers
25
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Due Date
30 July 2022
Ar Received Date
20 July 2022
Total Gross Income
£1,894,396
Total Gross Expenditure
£1,074,982
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£10
Income From Government Grants
£21,204
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
No
Count Volunteers
25

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 October 2024
Fin Period End Date
30 September 2025
Ar Due Date
30 July 2026
Ar Received Date
19 June 2026
Income Donations And Legacies
190907
Income Other Trading Activities
0
Income Charitable Activities
472643
Income Investments
427631
Income Other
163851
Income Total Income And Endowments
1255032
Income Legacies
10000
Income Endowments
0
Expenditure Raising Funds
£3,724
Expenditure Charitable Expenditure
£2,935,634
Expenditure Other
0
Expenditure Total
2939358
Expenditure Investment Management
0
Expenditure Grants Institution
1290000
Expenditure Governance
175634
Expenditure Support Costs
175634
Expenditure Depreciation
331685
Gain Loss Investment
577610
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£18,958,186
Assets Total Fixed
23328616
Assets Own Use
9314259
Assets Long Term Investment
14014357
Defined Benefit Pension Scheme
0
Assets Other Assets
£548,722
Assets Total Liabilities
£4,121,785
Assets Current Investment
0
Assets Total Assets And Liabilities
£19,755,553
Creditors One Year Total Current
393247
Creditors Falling Due After One Year
3728538
Assets Cash
£220,531
Funds Endowment
0
Funds Unrestricted
18958186
Funds Restricted
797367
Funds Total
19755553
Count Employees
7
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Due Date
30 July 2025
Ar Received Date
20 June 2025
Income Donations And Legacies
293539
Income Other Trading Activities
0
Income Charitable Activities
452270
Income Investments
429549
Income Other
248025
Income Total Income And Endowments
1423383
Income Legacies
109567
Income Endowments
0
Expenditure Raising Funds
£5,768
Expenditure Charitable Expenditure
£1,705,896
Expenditure Other
0
Expenditure Total
1711664
Expenditure Investment Management
0
Expenditure Grants Institution
425000
Expenditure Governance
162558
Expenditure Support Costs
162558
Expenditure Depreciation
339402
Gain Loss Investment
701473
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£20,005,378
Assets Total Fixed
23186716
Assets Own Use
9718121
Assets Long Term Investment
13468595
Defined Benefit Pension Scheme
0
Assets Other Assets
£826,751
Assets Total Liabilities
£3,151,198
Assets Current Investment
0
Assets Total Assets And Liabilities
£20,862,269
Creditors One Year Total Current
328075
Creditors Falling Due After One Year
2823123
Assets Cash
£276,867
Funds Endowment
0
Funds Unrestricted
20005378
Funds Restricted
856891
Funds Total
20862269
Count Employees
7
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Due Date
30 July 2024
Ar Received Date
25 July 2024
Income Donations And Legacies
299467
Income Other Trading Activities
0
Income Charitable Activities
458967
Income Investments
394376
Income Other
346167
Income Total Income And Endowments
1498977
Income Legacies
64572
Income Endowments
0
Expenditure Raising Funds
£7,667
Expenditure Charitable Expenditure
£1,491,919
Expenditure Other
0
Expenditure Total
1499586
Expenditure Investment Management
0
Expenditure Grants Institution
262500
Expenditure Governance
151315
Expenditure Support Costs
151315
Expenditure Depreciation
336710
Gain Loss Investment
2049484
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£20,653,017
Assets Total Fixed
23932371
Assets Own Use
9640371
Assets Long Term Investment
14292000
Defined Benefit Pension Scheme
0
Assets Other Assets
£762,853
Assets Total Liabilities
£3,246,147
Assets Current Investment
67367
Assets Total Assets And Liabilities
£21,449,077
Creditors One Year Total Current
665456
Creditors Falling Due After One Year
2580691
Assets Cash
£282,727
Funds Endowment
0
Funds Unrestricted
20653017
Funds Restricted
796060
Funds Total
21449077
Count Employees
7
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Due Date
30 July 2023
Ar Received Date
17 July 2023
Income Donations And Legacies
322666
Income Other Trading Activities
0
Income Charitable Activities
474593
Income Investments
380184
Income Other
59445
Income Total Income And Endowments
1236888
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£96,085
Expenditure Charitable Expenditure
£4,783,200
Expenditure Other
0
Expenditure Total
4879285
Expenditure Investment Management
0
Expenditure Grants Institution
3596087
Expenditure Governance
90683
Expenditure Support Costs
166483
Expenditure Depreciation
372094
Gain Loss Investment
346799
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£18,514,060
Assets Total Fixed
22104328
Assets Own Use
9951957
Assets Long Term Investment
12152371
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,176,108
Assets Total Liabilities
£3,880,234
Assets Current Investment
538585
Assets Total Assets And Liabilities
£19,400,202
Creditors One Year Total Current
796647
Creditors Falling Due After One Year
3083587
Assets Cash
£281,341
Funds Endowment
0
Funds Unrestricted
18514060
Funds Restricted
886142
Funds Total
19400202
Count Employees
9
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Due Date
30 July 2022
Ar Received Date
20 July 2022
Income Donations And Legacies
251645
Income Other Trading Activities
0
Income Charitable Activities
458008
Income Investments
363461
Income Other
821282
Income Total Income And Endowments
1894396
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£84,750
Expenditure Charitable Expenditure
£990,232
Expenditure Other
0
Expenditure Total
1074982
Expenditure Investment Management
0
Expenditure Grants Institution
100
Expenditure Governance
90979
Expenditure Support Costs
170709
Expenditure Depreciation
371615
Gain Loss Investment
2656842
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£22,281,243
Assets Total Fixed
22854608
Assets Own Use
10616993
Assets Long Term Investment
12237615
Defined Benefit Pension Scheme
0
Assets Other Assets
£801,534
Assets Total Liabilities
£585,346
Assets Current Investment
0
Assets Total Assets And Liabilities
£23,070,796
Creditors One Year Total Current
585346
Creditors Falling Due After One Year
0
Assets Cash
£506,154
Funds Endowment
0
Funds Unrestricted
22281243
Funds Restricted
789553
Funds Total
23070796
Count Employees
9
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Somerset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Norfolk
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Devon
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Worcestershire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Bath And North East Somerset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Suffolk
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
309
Classification Type
How
Classification Description
Acts As An Umbrella Or Resource Body
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups

08 Official extract

Charity Event History

Charity Name
DOWNSIDE ABBEY GENERAL TRUST
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2021-12-17T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
15465
Assoc Registered Charity Number
232794
Assoc Charity Name
THE MISSIONARY FUND
Charity Name
DOWNSIDE ABBEY GENERAL TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2014-09-09T00:00:00
Charity Name
DOWNSIDE ABBEY GENERAL TRUST
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2017-02-03T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
3949523
Assoc Registered Charity Number
1068575
Assoc Charity Name
ST. VEDAST'S CHARITABLE TRUST
Charity Name
DOWNSIDE ABBEY GENERAL TRUST
Charity Event Order
6
Event Type
Asset transfer in
Date Of Event
2021-12-17T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
232794
Assoc Registered Charity Number
232794
Assoc Charity Name
DOWNSIDE ABBEY (MONASTERY TRUST)
Charity Name
DOWNSIDE ABBEY GENERAL TRUST
Charity Event Order
5
Event Type
Asset transfer in
Date Of Event
2021-12-17T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
15466
Assoc Registered Charity Number
232794
Assoc Charity Name
THE ABBEY CHURCH EXTENSION FUND
Charity Name
DOWNSIDE ABBEY GENERAL TRUST
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2021-12-17T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
15464
Assoc Registered Charity Number
232794
Assoc Charity Name
ECCLESIASTICAL EDUCATION FUND

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 10 JUL 2014
Charitable Objects
THE OBJECTS OF THE CHARITY ARE TO ADVANCE FOR THE PUBLIC BENEFIT SUCH CHARITABLE PURPOSES WHETHER OR NOT CONNECTED TO THE ROMAN CATHOLIC RELIGION WHICH THE TRUSTEES WITH THE CONSENT OF THE ABBOT SHALL FROM TIME TO TIME THINK FIT

10 Official extract

Charity Policy

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