BritDB

CCEW Charity Commission profile

CONGREGATION OF LA RETRAITE CIO

Registered charity 1189341 · organisation 5153686

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
4 May 2020
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£865,740
Latest expenditure
£1,044,633
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
Yes

Public contact address: THE COACH HOUSE, 127 HAMPTON ROAD, REDLAND, BRISTOL, BS6 6JE

Website recorded by the regulator: www.laretraite.ws (displayed as text)

02 Activities

What the charity does

The Congregation has been active in the area of education and spiritual accompaniment in England for over 100 years. Due to the increasing age of members the charity supports a large number of sisters in their latter years in nursing and care homes. The charity runs Emmaus House (Whitchurch Bristol) a retreat and conference centre offering a variety of workshops retreats and professional training.

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
10 August 2026
Date Accounts Received
10 August 2026
Total Gross Income
£865,740
Total Gross Expenditure
£1,044,633
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
2 September 2025
Date Accounts Received
2 September 2025
Total Gross Income
£861,959
Total Gross Expenditure
£1,829,652
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
3 September 2024
Date Accounts Received
3 September 2024
Total Gross Income
£1,050,935
Total Gross Expenditure
£2,180,556
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
4 September 2023
Date Accounts Received
5 September 2023
Total Gross Income
£697,080
Total Gross Expenditure
£1,110,021
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
20 September 2022
Date Accounts Received
20 September 2022
Total Gross Income
£876,236
Total Gross Expenditure
£859,419

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
10 August 2026
Total Gross Income
£865,740
Total Gross Expenditure
£1,044,633
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
3
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
2 September 2025
Total Gross Income
£861,959
Total Gross Expenditure
£1,829,652
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
Employees Salary Over 60k
No
Count Volunteers
4
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
3 September 2024
Total Gross Income
£1,050,935
Total Gross Expenditure
£2,180,556
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
4
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
4 September 2023
Total Gross Income
£697,080
Total Gross Expenditure
£1,110,021
Charity Raises Funds From Public
No
Grant Making Is Main Activity
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
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
20 September 2022
Total Gross Income
£876,236
Total Gross Expenditure
£859,419
Charity Raises Funds From Public
No
Grant Making Is Main Activity
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
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
10 August 2026
Income Donations And Legacies
235168
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
630572
Income Other
0
Income Total Income And Endowments
865740
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£40,311
Expenditure Charitable Expenditure
£1,004,322
Expenditure Other
0
Expenditure Total
1044633
Expenditure Investment Management
40311
Expenditure Grants Institution
0
Expenditure Governance
30628
Expenditure Support Costs
75571
Expenditure Depreciation
57580
Gain Loss Investment
511847
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-150000
Gain Loss Other
0
Reserves
£460,000
Assets Total Fixed
20336845
Assets Own Use
3755345
Assets Long Term Investment
16581500
Defined Benefit Pension Scheme
0
Assets Other Assets
£693,373
Assets Total Liabilities
£521,713
Assets Current Investment
0
Assets Total Assets And Liabilities
£20,508,505
Creditors One Year Total Current
89955
Creditors Falling Due After One Year
431758
Assets Cash
£580,517
Funds Endowment
0
Funds Unrestricted
20508505
Funds Restricted
0
Funds Total
20508505
Count Employees
3
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
2 September 2025
Income Donations And Legacies
247324
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
614225
Income Other
410
Income Total Income And Endowments
861959
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£47,412
Expenditure Charitable Expenditure
£1,782,240
Expenditure Other
0
Expenditure Total
1829652
Expenditure Investment Management
47412
Expenditure Grants Institution
1000000
Expenditure Governance
10776
Expenditure Support Costs
174731
Expenditure Depreciation
54411
Gain Loss Investment
638144
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£466,000
Assets Total Fixed
19801293
Assets Own Use
3633173
Assets Long Term Investment
16168120
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,037,636
Assets Total Liabilities
£513,378
Assets Current Investment
0
Assets Total Assets And Liabilities
£20,325,551
Creditors One Year Total Current
81620
Creditors Falling Due After One Year
431758
Assets Cash
£928,761
Funds Endowment
0
Funds Unrestricted
20325551
Funds Restricted
0
Funds Total
20325551
Count Employees
3
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
3 September 2024
Income Donations And Legacies
232793
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
606892
Income Other
211250
Income Total Income And Endowments
1050935
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£50,132
Expenditure Charitable Expenditure
£2,130,424
Expenditure Other
0
Expenditure Total
2180556
Expenditure Investment Management
50132
Expenditure Grants Institution
0
Expenditure Governance
9650
Expenditure Support Costs
87581
Expenditure Depreciation
55987
Gain Loss Investment
522981
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£460,000
Assets Total Fixed
20708399
Assets Own Use
3602411
Assets Long Term Investment
17105988
Defined Benefit Pension Scheme
0
Assets Other Assets
£527,770
Assets Total Liabilities
£581,069
Assets Current Investment
0
Assets Total Assets And Liabilities
£20,655,100
Creditors One Year Total Current
149311
Creditors Falling Due After One Year
431758
Assets Cash
£419,550
Funds Endowment
0
Funds Unrestricted
20655100
Funds Restricted
0
Funds Total
20655100
Count Employees
4
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
4 September 2023
Income Donations And Legacies
225623
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
471457
Income Other
0
Income Total Income And Endowments
697080
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£43,124
Expenditure Charitable Expenditure
£1,066,897
Expenditure Other
0
Expenditure Total
1110021
Expenditure Investment Management
43124
Expenditure Grants Institution
101412
Expenditure Governance
7650
Expenditure Support Costs
118040
Expenditure Depreciation
54026
Gain Loss Investment
-2120162
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-100000
Gain Loss Other
0
Reserves
£16,883,948
Assets Total Fixed
21259333
Assets Own Use
4377792
Assets Long Term Investment
16881541
Defined Benefit Pension Scheme
0
Assets Other Assets
£488,467
Assets Total Liabilities
£486,060
Assets Current Investment
0
Assets Total Assets And Liabilities
£21,261,740
Creditors One Year Total Current
54302
Creditors Falling Due After One Year
431758
Assets Cash
£418,873
Funds Endowment
0
Funds Unrestricted
21261740
Funds Restricted
0
Funds Total
21261740
Count Employees
4
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
20 September 2022
Income Donations And Legacies
297066
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
489688
Income Other
89482
Income Total Income And Endowments
876236
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£44,876
Expenditure Charitable Expenditure
£814,543
Expenditure Other
0
Expenditure Total
859419
Expenditure Investment Management
44876
Expenditure Grants Institution
0
Expenditure Governance
8250
Expenditure Support Costs
87398
Expenditure Depreciation
42801
Gain Loss Investment
1478898
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£482,224
Assets Total Fixed
23844705
Assets Own Use
4400659
Assets Long Term Investment
19444046
Defined Benefit Pension Scheme
0
Assets Other Assets
£603,099
Assets Total Liabilities
£552,961
Assets Current Investment
0
Assets Total Assets And Liabilities
£23,894,843
Creditors One Year Total Current
121203
Creditors Falling Due After One Year
431758
Assets Cash
£532,570
Funds Endowment
0
Funds Unrestricted
23894843
Funds Restricted
0
Funds Total
23894843
Count Employees
4
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Ireland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No

07 Official extract

Charity Classification

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
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

08 Official extract

Charity Event History

Charity Name
CONGREGATION OF LA RETRAITE CIO
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2020-05-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - ASSOCIATION Registered 04 May 2020
Charitable Objects
THE OBJECTS OF THE CIO ARE SUCH CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CONGREGATION AS THE TRUSTEES WITH THE APPROVAL OF THE CONGREGATIONAL LEADER SHALL FROM TIME TO TIME THINK FIT AND IF AT ANY TIME THE CONGREGATION SHALL CEASE TO EXIST OR SHALL CEASE TO CARRY ON OR DIRECT ANY CHARITABLE WORK THEN FOR SUCH LAWFUL CHARITABLE PURPOSES CONNECTED WITH THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES SHALL DECIDE.

10 Official extract

Charity Other Names

Charity Name Id
628590
Charity Name Type
Working name
Charity Name
SISTERS OF LA RETRAITE

11 Official extract

Charity Policy

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