CONGREGATION OF NOTRE DAME DE SION LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 29 June 2018
Removed: Not supplied
Company number supplied: 10851948
Financial period: 1 January 2025 – 31 December 2025
Latest income: £1,535,956
Latest expenditure: £6,076,890
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 17 CHEPSTOW VILLAS, LONDON, W11 3DZ

02 Activities

What the charity does

To advance the Christian religion through the social and charitable work carried on by the Congregation of Our Lady of Sion in England and throughout the world in accordance with the mission and charism of its founder Father Theodore Ratisbonne and to provide for the members of the Congregation during their lives.

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: 23 July 2026
Date Accounts Received: 23 July 2026
Total Gross Income: £1,535,956
Total Gross Expenditure: £6,076,890

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: 29 September 2025
Date Accounts Received: 29 September 2025
Total Gross Income: £44,448,912
Total Gross Expenditure: £6,979,892

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: 17 October 2024
Date Accounts Received: 17 October 2024
Total Gross Income: £844,718
Total Gross Expenditure: £4,932,310

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: 11 October 2023
Date Accounts Received: 11 October 2023
Total Gross Income: £6,502,339
Total Gross Expenditure: £5,559,956

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: 16 August 2022
Date Accounts Received: 16 August 2022
Total Gross Income: £20,326,601
Total Gross Expenditure: £1,414,576

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: 23 July 2026
Total Gross Income: £1,535,956
Total Gross Expenditure: £6,076,890
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: Yes
Count Salary Band 60001 70000: 1
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: 29 September 2025
Total Gross Income: £44,448,912
Total Gross Expenditure: £6,979,892
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: Yes
Count Salary Band 70001 80000: 1
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: 17 October 2024
Total Gross Income: £844,718
Total Gross Expenditure: £4,932,310
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: 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: 11 October 2023
Total Gross Income: £6,502,339
Total Gross Expenditure: £5,559,956
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: 16 August 2022
Total Gross Income: £20,326,601
Total Gross Expenditure: £1,414,576
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: 23 July 2026
Income Donations And Legacies: 439479
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 925552
Income Other: 170925
Income Total Income And Endowments: 1535956
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £311,271
Expenditure Charitable Expenditure: £5,765,619
Expenditure Other: 0
Expenditure Total: 6076890
Expenditure Investment Management: 311271
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 296226
Expenditure Depreciation: 380100
Gain Loss Investment: 1106685
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -344844
Gain Loss Other: 0
Reserves: £5,188,694
Assets Total Fixed: 77711758
Assets Own Use: 21150795
Assets Long Term Investment: 56560963
Defined Benefit Pension Scheme: 0
Assets Other Assets: £838,596
Assets Total Liabilities: £7,545,442
Assets Current Investment: 0
Assets Total Assets And Liabilities: £71,004,912
Creditors One Year Total Current: 7545442
Creditors Falling Due After One Year: 0
Assets Cash: £815,186
Funds Endowment: 0
Funds Unrestricted: 51880694
Funds Restricted: 19124218
Funds Total: 71004912
Count Employees: 2
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: 29 September 2025
Income Donations And Legacies: 34427050
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 716039
Income Other: 9305823
Income Total Income And Endowments: 44448912
Income Legacies: 62031
Income Endowments: 0
Expenditure Raising Funds: £261,221
Expenditure Charitable Expenditure: £6,718,671
Expenditure Other: 0
Expenditure Total: 6979892
Expenditure Investment Management: 261221
Expenditure Grants Institution: 0
Expenditure Governance: 118252
Expenditure Support Costs: 850770
Expenditure Depreciation: 1370657
Gain Loss Investment: 2774009
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -1312063
Gain Loss Other: 0
Reserves: £52,524,916
Assets Total Fixed: 77139751
Assets Own Use: 19560248
Assets Long Term Investment: 57579503
Defined Benefit Pension Scheme: 0
Assets Other Assets: £462,805
Assets Total Liabilities: £6,721,523
Assets Current Investment: 0
Assets Total Assets And Liabilities: £70,881,033
Creditors One Year Total Current: 6721523
Creditors Falling Due After One Year: 0
Assets Cash: £443,604
Funds Endowment: 0
Funds Unrestricted: 52524916
Funds Restricted: 18356117
Funds Total: 70881033
Count Employees: 2
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: 17 October 2024
Income Donations And Legacies: 189777
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 650632
Income Other: 4309
Income Total Income And Endowments: 844718
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £807,302
Expenditure Charitable Expenditure: £4,125,008
Expenditure Other: 0
Expenditure Total: 4932310
Expenditure Investment Management: 204058
Expenditure Grants Institution: 3927249
Expenditure Governance: 0
Expenditure Support Costs: 134072
Expenditure Depreciation: 0
Gain Loss Investment: -603244
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £35,018,477
Assets Total Fixed: 40124581
Assets Own Use: 0
Assets Long Term Investment: 40124581
Defined Benefit Pension Scheme: 0
Assets Other Assets: £524,266
Assets Total Liabilities: £5,630,370
Assets Current Investment: 0
Assets Total Assets And Liabilities: £35,018,477
Creditors One Year Total Current: 5630370
Creditors Falling Due After One Year: 0
Assets Cash: £511,456
Funds Endowment: 0
Funds Unrestricted: 35018477
Funds Restricted: 0
Funds Total: 35018477
Count Employees: 1
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: 11 October 2023
Income Donations And Legacies: 5882068
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 614482
Income Other: 5789
Income Total Income And Endowments: 6502339
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £179,719
Expenditure Charitable Expenditure: £5,380,237
Expenditure Other: 0
Expenditure Total: 5559956
Expenditure Investment Management: 168482
Expenditure Grants Institution: 5169086
Expenditure Governance: 0
Expenditure Support Costs: 105469
Expenditure Depreciation: 0
Gain Loss Investment: -3314713
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 40778054
Assets Own Use: 0
Assets Long Term Investment: 40778054
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,234,842
Assets Total Liabilities: £3,555,830
Assets Current Investment: 0
Assets Total Assets And Liabilities: £38,457,066
Creditors One Year Total Current: 3555830
Creditors Falling Due After One Year: 0
Assets Cash: £1,234,842
Funds Endowment: 0
Funds Unrestricted: 38457066
Funds Restricted: 0
Funds Total: 38457066
Count Employees: 1
Charity Only Accounts: Yes

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: 16 August 2022
Income Donations And Legacies: 19744904
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 581697
Income Other: 0
Income Total Income And Endowments: 20326601
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £132,702
Expenditure Charitable Expenditure: £1,281,874
Expenditure Other: 0
Expenditure Total: 1414576
Expenditure Investment Management: 121094
Expenditure Grants Institution: 1053223
Expenditure Governance: 228651
Expenditure Support Costs: 64067
Expenditure Depreciation: 0
Gain Loss Investment: 2549012
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 38798410
Assets Own Use: 0
Assets Long Term Investment: 38798410
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,101,897
Assets Total Liabilities: £679,240
Assets Current Investment: 0
Assets Total Assets And Liabilities: £40,221,067
Creditors One Year Total Current: 679240
Creditors Falling Due After One Year: 0
Assets Cash: £2,100,608
Funds Endowment: 0
Funds Unrestricted: 40221067
Funds Restricted: 0
Funds Total: 40221067
Count Employees: 1
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Germany
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Australia
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Oceania
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: Country
Geographic Area Description: Italy
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Costa Rica
Parent Geographic Area Type: Continent
Parent Geographic Area Description: North America
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Tunisia
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: Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
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: Austria
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Israel
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Asia
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
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: France
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Poland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Philippines
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Asia
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Turkey
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Asia
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Canada
Parent Geographic Area Type: Continent
Parent Geographic Area Description: North America
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Belgium
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Egypt
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Africa
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

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

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

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

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

08 Official extract

Charity Event History

Charity Name: CONGREGATION OF NOTRE DAME DE SION LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2018-06-29T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 05 JUL 2017AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 03 MAY 2018
Charitable Objects: THE CHARITYÆS MAIN OBJECT IS SPECIFICALLY RESTRICTED, SO FAR AND SO FAR ONLY AS THE SAME IS LEGALLY CHARITABLE, TO ADVANCE THE CHRISTIAN RELIGION THROUGH THE SOCIAL AND CHARITABLE WORK CARRIED ON BY THE CONGREGATION OF OUR LADY OF SION IN ENGLAND AND THROUGHOUT THE WORLD IN ACCORDANCE WITH THE MISSION AND CHARISM OF ITS FOUNDER FATHER THEODORE RATISBONNE AND TO PROVIDE FOR THE MEMBERS OF THE CONGREGATION DURING THEIR LIVES.

10 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures