BritDB

CCEW Charity Commission profile

FMDM FOUNDATION CIO

Registered charity 1199520 · organisation 5172814

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
1 July 2022
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£5,115,500
Latest expenditure
£9,078,673
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
Yes

Public contact address: LADYWELL CONVENT, ASHSTEAD LANE, GODALMING, GU7 1ST

Website recorded by the regulator: https://fmdm.org.uk/ (displayed as text)

02 Activities

What the charity does

The Charity aims to support the religious and other charitable activities of the Sisters of the Franciscan Missionaries of the Divine Motherhood. These activities are in healthcare, social work, pastoral care and education and the Sisters work in England, and the Congregation's overseas missions in Australia, Ireland, Malaysia, Nigeria, Singapore, Zambia and Zimbabwe.

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
£5,115,500
Total Gross Expenditure
£9,078,673
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
22 October 2025
Date Accounts Received
22 October 2025
Total Gross Income
£5,155,013
Total Gross Expenditure
£8,603,371
Fin Period Start Date
1 July 2022
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
29 October 2024
Date Accounts Received
29 October 2024
Total Gross Income
£104,049,877
Total Gross Expenditure
£9,767,400

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
£5,115,500
Total Gross Expenditure
£9,078,673
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
4
Count Salary Band 70001 80000
2
Count Salary Band 80001 90000
1
Count Volunteers
1
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
22 October 2025
Total Gross Income
£5,155,013
Total Gross Expenditure
£8,603,371
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 Salary Band 70001 80000
1
Count Salary Band 90001 100000
1
Count Volunteers
1
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
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
29 October 2024
Total Gross Income
£104,049,877
Total Gross Expenditure
£9,767,400
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 Salary Band 70001 80000
1
Count Volunteers
1

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
2630140
Income Other Trading Activities
0
Income Charitable Activities
506464
Income Investments
1908175
Income Other
70721
Income Total Income And Endowments
5115500
Income Legacies
23419
Income Endowments
0
Expenditure Raising Funds
£13,320
Expenditure Charitable Expenditure
£9,065,353
Expenditure Other
0
Expenditure Total
9078673
Expenditure Investment Management
13320
Expenditure Grants Institution
199229
Expenditure Governance
53692
Expenditure Support Costs
531100
Expenditure Depreciation
611127
Gain Loss Investment
-234413
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£72,240,256
Assets Total Fixed
97291945
Assets Own Use
25766600
Assets Long Term Investment
71525345
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,508,470
Assets Total Liabilities
£600,479
Assets Current Investment
0
Assets Total Assets And Liabilities
£98,199,936
Creditors One Year Total Current
600479
Creditors Falling Due After One Year
0
Assets Cash
£872,884
Funds Endowment
0
Funds Unrestricted
98006856
Funds Restricted
193080
Funds Total
98199936
Count Employees
94
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
22 October 2025
Income Donations And Legacies
2625640
Income Other Trading Activities
0
Income Charitable Activities
444801
Income Investments
2016956
Income Other
67616
Income Total Income And Endowments
5155013
Income Legacies
64377
Income Endowments
0
Expenditure Raising Funds
£12,650
Expenditure Charitable Expenditure
£8,590,721
Expenditure Other
0
Expenditure Total
8603371
Expenditure Investment Management
12650
Expenditure Grants Institution
302134
Expenditure Governance
59363
Expenditure Support Costs
6030043
Expenditure Depreciation
576514
Gain Loss Investment
4123393
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£76,095,764
Assets Total Fixed
101605471
Assets Own Use
26136005
Assets Long Term Investment
75469466
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,516,655
Assets Total Liabilities
£724,604
Assets Current Investment
0
Assets Total Assets And Liabilities
£102,397,522
Creditors One Year Total Current
724604
Creditors Falling Due After One Year
0
Assets Cash
£952,494
Funds Endowment
0
Funds Unrestricted
102231769
Funds Restricted
165753
Funds Total
102397522
Count Employees
116
Charity Only 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
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
29 October 2024
Income Donations And Legacies
3595191
Income Other Trading Activities
0
Income Charitable Activities
232664
Income Investments
1892441
Income Other
98329581
Income Total Income And Endowments
104049877
Income Legacies
362000
Income Endowments
0
Expenditure Raising Funds
£29,668
Expenditure Charitable Expenditure
£9,737,732
Expenditure Other
0
Expenditure Total
9767400
Expenditure Investment Management
29668
Expenditure Grants Institution
682334
Expenditure Governance
37900
Expenditure Support Costs
5934594
Expenditure Depreciation
540355
Gain Loss Investment
7440010
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£76,108,940
Assets Total Fixed
100682909
Assets Own Use
25464423
Assets Long Term Investment
75218486
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,278,920
Assets Total Liabilities
£1,239,342
Assets Current Investment
0
Assets Total Assets And Liabilities
£101,722,487
Creditors One Year Total Current
1239342
Creditors Falling Due After One Year
0
Assets Cash
£1,718,500
Funds Endowment
0
Funds Unrestricted
101573363
Funds Restricted
149124
Funds Total
101722487
Count Employees
108
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

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
Singapore
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Asia
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Zimbabwe
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
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
Region
Geographic Area Description
Throughout England
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Nigeria
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Malaysia
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Asia
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Zambia
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Africa
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
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
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
FMDM FOUNDATION CIO
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2024-06-04T00:00:00
Assoc Organisation Number
232098
Assoc Registered Charity Number
232098
Assoc Charity Name
CHARITABLE TRUSTS OF THE CONGREGATION OF FRANCISCAN MISSIONARIES OF THE DIVINE MOTHERHOOD
Charity Name
FMDM FOUNDATION CIO
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2022-07-01T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - ASSOCIATION Registered 01 Jul 2022
Charitable Objects
(1) SUCH LAWFUL CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK CARRIED ON BY OR WITH THE SUPPORT OF THE CONGREGATION (INCLUDING BUT NOT LIMITED TO, THE SUPPORT OF THE MEMBERS OF THE CONGREGATION RESIDING IN EUROPE, ASIA AND AUSTRALIA); AND(2) THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION IN ACCORDANCE WITH THE PRINCIPLES OF THE WORLDWIDE FRANCISCAN MISSION TO INCLUDE, BUT NOT LIMITED TO, THE CONGREGATION’S CHARISM,IN SUCH WAYS AS THE TRUSTEES WITH THE APPROVAL OF THE CONGREGATIONAL LEADER SHALL FROM TIMETO TIME THINK FIT.

10 Official extract

Charity Policy

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