01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 22 June 2020
- Removed
- Not supplied
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £1,428,686
- Latest expenditure
- £1,154,119
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: BELMONT ABBEY MONASTERY, RUCKHALL LANE, BELMONT, HEREFORD, HR2 9RZ
Website recorded by the regulator: https://www.belmontabbey.org.uk/ (displayed as text)
02 Activities
What the charity does
The support of the community of Benedictine monks based at Belmont Abbey in Herefordshire in their work and life under the Rule of St Benedict
03 Official extract
Charity Annual Return History
- 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
- 23 October 2025
- Date Accounts Received
- 23 October 2025
- Total Gross Income
- £1,428,686
- Total Gross Expenditure
- £1,154,119
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 24 October 2024
- Date Accounts Received
- 24 October 2024
- Total Gross Income
- £584,494
- Total Gross Expenditure
- £540,538
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 April 2024
- Date Annual Return Received
- 12 March 2024
- Date Accounts Received
- 12 March 2024
- Total Gross Income
- £1,097,136
- Total Gross Expenditure
- £926,696
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 April 2023
- Date Annual Return Received
- 27 April 2023
- Date Accounts Received
- 27 April 2023
- Total Gross Income
- £7,406,884
- Total Gross Expenditure
- £839,216
- Fin Period Start Date
- 22 June 2020
- Fin Period End Date
- 30 June 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 April 2022
- Date Annual Return Received
- 13 April 2022
- Date Accounts Received
- 13 April 2022
- Total Gross Income
- £0
- Total Gross Expenditure
- £0
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- 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
- 23 October 2025
- Total Gross Income
- £1,428,686
- Total Gross Expenditure
- £1,154,119
- 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
- 1
- Count Volunteers
- 66
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 24 October 2024
- Total Gross Income
- £584,494
- Total Gross Expenditure
- £540,538
- 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
- No
- Count Volunteers
- 40
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 12 March 2024
- Total Gross Income
- £1,097,136
- Total Gross Expenditure
- £926,696
- 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
- No
- Count Volunteers
- 25
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 27 April 2023
- Total Gross Income
- £7,406,884
- Total Gross Expenditure
- £839,216
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- 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
- 53
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 22 June 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 13 April 2022
- Total Gross Income
- £0
- Total Gross Expenditure
- £0
- Charity Raises Funds From Public
- No
- 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
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 23 October 2025
- Income Donations And Legacies
- 696813
- Income Other Trading Activities
- 332619
- Income Charitable Activities
- 32587
- Income Investments
- 366472
- Income Other
- 195
- Income Total Income And Endowments
- 1428686
- Income Legacies
- 508065
- Income Endowments
- 0
- Expenditure Raising Funds
- £304,143
- Expenditure Charitable Expenditure
- £849,976
- Expenditure Other
- 0
- Expenditure Total
- 1154119
- Expenditure Investment Management
- 64545
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 27130
- Expenditure Support Costs
- 80209
- Expenditure Depreciation
- 100038
- Gain Loss Investment
- 25367
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,306,652
- Assets Total Fixed
- 6548786
- Assets Own Use
- 754038
- Assets Long Term Investment
- 5794748
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £559,731
- Assets Total Liabilities
- £127,524
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,980,993
- Creditors One Year Total Current
- 127524
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £361,468
- Funds Endowment
- 0
- Funds Unrestricted
- 6881559
- Funds Restricted
- 99434
- Funds Total
- 6980993
- Count Employees
- 10
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 24 October 2024
- Income Donations And Legacies
- 231860
- Income Other Trading Activities
- 174467
- Income Charitable Activities
- 15677
- Income Investments
- 160860
- Income Other
- 1630
- Income Total Income And Endowments
- 584494
- Income Legacies
- 20000
- Income Endowments
- 0
- Expenditure Raising Funds
- £130,072
- Expenditure Charitable Expenditure
- £410,466
- Expenditure Other
- 0
- Expenditure Total
- 540538
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 18698
- Expenditure Support Costs
- 18009
- Expenditure Depreciation
- 47095
- Gain Loss Investment
- 55837
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £888,042
- Assets Total Fixed
- 5588646
- Assets Own Use
- 776583
- Assets Long Term Investment
- 4812063
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,274,737
- Assets Total Liabilities
- £182,324
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,681,059
- Creditors One Year Total Current
- 182324
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,132,843
- Funds Endowment
- 0
- Funds Unrestricted
- 6548142
- Funds Restricted
- 132917
- Funds Total
- 6681059
- Count Employees
- 5
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 12 March 2024
- Income Donations And Legacies
- 445937
- Income Other Trading Activities
- 303726
- Income Charitable Activities
- 34932
- Income Investments
- 309405
- Income Other
- 3136
- Income Total Income And Endowments
- 1097136
- Income Legacies
- 224580
- Income Endowments
- 0
- Expenditure Raising Funds
- £272,121
- Expenditure Charitable Expenditure
- £595,143
- Expenditure Other
- 59432
- Expenditure Total
- 926696
- Expenditure Investment Management
- 7953
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 40259
- Expenditure Support Costs
- 75058
- Expenditure Depreciation
- 58624
- Gain Loss Investment
- -30992
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £880,866
- Assets Total Fixed
- 5568818
- Assets Own Use
- 764776
- Assets Long Term Investment
- 4804042
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,037,476
- Assets Total Liabilities
- £164,476
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,441,818
- Creditors One Year Total Current
- 164476
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £946,427
- Funds Endowment
- 0
- Funds Unrestricted
- 6397197
- Funds Restricted
- 44621
- Funds Total
- 6441818
- Count Employees
- 10
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 27 April 2023
- Income Donations And Legacies
- 449446
- Income Other Trading Activities
- 357056
- Income Charitable Activities
- 34936
- Income Investments
- 300272
- Income Other
- 6265174
- Income Total Income And Endowments
- 7406884
- Income Legacies
- 264796
- Income Endowments
- 0
- Expenditure Raising Funds
- £280,034
- Expenditure Charitable Expenditure
- £559,182
- Expenditure Other
- 0
- Expenditure Total
- 839216
- Expenditure Investment Management
- 9356
- Expenditure Grants Institution
- 20476
- Expenditure Governance
- 28261
- Expenditure Support Costs
- 57092
- Expenditure Depreciation
- 71008
- Gain Loss Investment
- -125850
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £753,137
- Assets Total Fixed
- 5568818
- Assets Own Use
- 764776
- Assets Long Term Investment
- 4804042
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,037,476
- Assets Total Liabilities
- £164,476
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,441,818
- Creditors One Year Total Current
- 164476
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £946,427
- Funds Endowment
- 0
- Funds Unrestricted
- 6397197
- Funds Restricted
- 44621
- Funds Total
- 6441818
- Count Employees
- 10
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Herefordshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 108
- Classification Type
- What
- Classification Description
- Religious Activities
08 Official extract
Charity Event History
- Charity Name
- BELMONT ABBEY GENERAL CIO
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2025-06-17T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 226278
- Assoc Registered Charity Number
- 226278
- Assoc Charity Name
- BELMONT ABBEY GENERAL TRUST
- Charity Name
- BELMONT ABBEY GENERAL CIO
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2020-06-22T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - ASSOCIATION Registered 22 Jun 2020
- Charitable Objects
- THE OBJECTS OF THE CIO ARE:(1) TO ADVANCE THE ROMAN CATHOLIC RELIGION THROUGH THE RELIGIOUS AND OTHER CHARITABLE WORK OF BELMONT ABBEY; AND(2) TO SUPPORT THE WORK OF BELMONT ABBEY MISSION CIO;FOR THE PUBLIC BENEFIT IN SUCH WAYS AS THE TRUSTEES WITH THE APPROVAL OF THE ABBOT SHALL FROM TIME TO TIME THINK FIT.
10 Official extract
Charity Policy
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Investment
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Financial reserves policy and procedures