CARMELITE MONASTERY
REPORT OF THE TRUSTEES AND U,NAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31ST DECEMBER 2024
CHARITY REGISTRATION NUMBER
1168127
IEnBland & Wales)
PREPARED BY
CHAMPLEYS
CHARTERED CERTIFIED ACCOUNTANTS
CHAMPLEVS MEWS
MARKET PL4CE
PICKERING
Y018 7AE

CARMELITE MONASTERY
CHARrrY INFORMATION AS AT 31ST DECEMBER 2024
Trustees
Sr Brld8et Litchfield
Sr Rosemary Harwar
Sr Ann Dodd
Accwntants
Champleys Chartered Certified Accountsnts
Champley5 Mews
Market Place
Pickerin8
Y018 7AE
Bankers
Natwest
I, Market Street
York
YOI 85R
Prfnclpal Operatlng Address
The Carmelite Monastery
Thorganby
York
Y019 6DE

CARMELrrE MONASTERY
REPORT OF THE TRUSTEES, FOR THE YEAR ENDED 31ST DECEMBER 2024
The trustees present their report and account5 forthe organisation forthe year ended 31st December 2024.
The Charity Name, Re8lstration and Area of Operation
The legal name of the charlty is Carmelite Monastery. The charlty Is re8iStered In England & Wa5es wlth the Charlty
Commission in England & Wales {CCEW) with charity number 1168127.
Trustees
The following persons served as Trustees durin8 the year ended 31st December 2024:
Sr Bridget Litchfield
Sr Rosemary Harwar
SrAnn Dodd
The Trust Deed dated 1st July 2016 governs the appointment and election of directors and trustees. Any expenses
reclaimed from the charity are set out in note 13 to the accounts.
Objects and Actlvltles of the Charity
The purposes of the Charity as set out In Its governlng document are:
The provision of chapel buildings and facilities for communlty and religious use.
Organisation of ceremonies and events.
Provision of altar cloths, religious artifacts and communion wafers to churches and the publlc.
Provision of places of worship and peace.
Facilitie5 for interment of ashes.
Care for the elderly and relief of poverty.

CARMELITE MONASTERY
REPORT OF THE TRUSTEES, FOR THE YEAR ENDED 31ST DECEMBER 2024
The maln actlvltles undertaken durlng the year to further the charity's purpose for the public benefit
The main activities undertaken in relation to the purposes were to".
o Offer opportunities for public and a broad range of groups to use the chapel.
To organise religious ceremonies and events for the public.
Continue to supply a range of altar cloths, artefatts and communion wafers for use bythe churches and public.
Maintain and care for the gardens and facilities for the internment of ashes.
Provide alternative care services allowing patients to remain outside a h05Pltal environment.
Malntain and care for the gardens and facilities for the internment of ashes.
Provide the community wlth facilltles and accommodation for worship and peace.
Pray and support those in need.
Offer opportunities for a broad range of people to be Involved with the organisation and ourwork.
The trustees have had regard to the Charity Commi55ion'5 guidance on public benefit in managin8 the activities of the
charity.
The maln achlevements and perforniance of the charlty during the year
Some of the main achievements of the Charity in 2024 that have made a dlfference to the Socal churches and people of all
faiths or none are as follows:
We help those who have lost a loved one and have no idea of how to go about sorting outtheirfuneral. We offerto take
it on ourselves, producing Servi￿ booklets, host the mass or service in our chapel, if that is what they would wish, and
arrange for the buffet afterwards.
The main church services are still well attended, and the rell8ious shop is a worthwhile service to them.
The quiet days and away days held by many churches, of all denominations or none help many partlclpants to relax while
their worries and tensions subside.
The prayer garden and facilltles for internment of ashses of loved ones contlnues to give peace of mind to vlsltors.
The use of the guest flat for those recuperatin8 after Illness, or discerning their personal journeys in life Contlnues to be
well used, especially for non-catholic individuals and clergy, thereby increasin8 our ecumenical outreach, as does the fact
that we share worshlp on and off during the year.
Our chapel Is open every day for those wlshing to join our prayer and worship orto pray quietly on their own rfthey wlsh.
The religious shop does not ask for payment for those items that have to be bought in.
We continue to provide communion wafers and linens for local churches, for which payment is received to cover the cost
of materlals and cottons etc.
We recelve emails, phone calls etc. daily from people needed to ask for prayers for urgent needs or mainly just to talk
and be listended to, often for long period5 of time, for problems in life or Just lonellness.
We have given short term accommodation to individuals moving house until the next one Is ready rather than be
homeless.

CARMELrrE MONAsfERY
REPORT OF THE TRUSTEES. FOR THE YEAR ENDED 31ST DECEMBER 2024
Fundraising activities during the year
The religious shop has continued to open, the shop does not ask for payment from customers but generates income from
donations in kind.
The retreats and visitor accommodation a150 do not ask for payment, but generate income from donations in kind.
The 8roup continue to provide altar breads and linens to local churches. Payment 15 received for these, but there is no
intentional profit made from their sale - the purpose is to cover the costs of buying the materials and to cover the
processing costs.
The Charity receives general donations from visitors to the Chapel and grounds.
The dlfference the charftvs perforniance during the year has made to the beneficiaries of the tharity and to wlder soclety.
The Chapel continues to be a facility used by the public and local community, both a5 a religious focal point and also for
events and attivities.
The crematorium has remained open to all who wish to visi( and has continued to be place providing peace to the
visitors, their loved ones and all those interred.
The supply of altsr breads, cloths and artefarts provides a servio to local d)urches and missionaries. enabling them to
perform their religious services. The altar breads and artefacts are provided both to Catholic and Protestant
denomination&
The retreats provided valuable support to those who vlsited, who were often in need of respite or care to improve their
wellbeing.
Elderly patients receive a good standard of care outside a hospitsl environment, and it has allowed many of its users to
stay in the community for longer, thus enhancingtheir quaityof life.

CARMELITE MONASTERY
REPORT OF THE TRUSTEES. FOR THE YEAR ENDED 31ST DECEMBER 2024
ststement of Trustees, Responslblltles
The Trustees are respon51ble for preparing the Trustees, report and financial statements in accordance with applicable
law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
The law appllcable to charities In En8land and Wales requlre5 the Trustees to prepare financial statements for each
flnanclal year which give a true and falr view of the State of affaSrs of the Charity and of the Incoming resources and
appllcatlon of resources of the Charlty for that year. In preparing these flnanclal statements the Trustees are requlred to:
• select suitable accounting pollcles and then apply them cons15tentlv;
• observe the methods and prlnciples Sn the Charities SORP,
C* make Judgements and estimates that are reasonable and prudent;
prepare the financlal statement on the on8oln8 concern basls unless It Is Inappropriate to presume that the charlty wlll
ontSnue In operatlon.
The Trustees are responslble for keeplng proper accountlng records that disclose wlth reasonable accuracy at any tlme
the flnanclal posltlon of the charlty and enable them to ensure that the flnancial statements comply wlth the Charltles
Act 2011, the Charity (Accounts and Reports) Regulatlons 2008 and the provlslons of the Charlty's constlutlon. They are
also responslble for safe8uardln8 the assets of the Charity and hence for taklng reasonable steps for preventlon and
detectlon of fraud and other IrreRularltles.
Thls report was approved by the Carmellte Monastery trustees on 15th September 2025 and Is slgned on thelr behalf by:
L.B. Lltchfleld
A.P. Dodd

CARMELrrE MONASTERY
REPORT OF TriÉ TRUSTEES, FOR THE YEAR ENDED 31ST DECEMBER 2024
Finan¢lal Revlew
The financial position of the charity as at 31st December 2024 as more fully detailed in the accounts, can be summarised
as follows:
2024
2023
Income
Expenditure
Profit/lLossl on Revaluation of Investments
Net Surplus/lDeficlt)
181,037
1174,4501
82.598
89.185
184,139
1168.923)
55,994
71,210
Unrestricted Funds
Restrirted Funds
Total Funds
521,030
431,845
521,030
431,845
The trustees consider the financial performance to have been satisfactory.
The financial perfomiance of the Charity is fundamentally underpinned by the investment trust. The perfonnance of the
investment trust's underlying assets is highly variable depending on wider financial market conditions, and this can result
in uneven gains and losses.
The investments are invested in a balanced portfolio. but one that is mostly consisted of equities. There was a profit in
the current year, and it would be expected that overall the investments would inuease in value displte some volatility in
the prior year.
Reserves Policy
The trustees aim for the Charity to retain enough reserves to cover outstsnding liabilities at all times, and to be able
withstand variations in the investment portfolio gains and losses. The board of trustees 15 5ati5fied that the charity's
assets in each fund are available and adequate to fvlfil its obligations.

CARMELITE MONAsfERY
REPORT OF THE INDEPENDENT EXAMINER TO THE TRusfEES FOR THE YEAR ENDED 31sr DECEMBER 2024
A5 a practising member firm of the Association of Chartered Certified Accountants, we are subjett to its ethlcal and
other professional requlrements which are detailed at httP://rulebook.acca8lobal.com/
I report on the accounts of Carmelite Monastery for the year ended 31st December 2024, which are set out on
pages 8 to 14.
Respective Responsibllitles of Trustees and Examlner
The charity's trustees are responslble for the preparation of the accounts. The charity's trustee5 consider that an
audit is not requlred for this year under section 144 of the Charities Act 2011 (the 2011 Act) and that an
independent examinatlon Is needed.
It is my responsibillty to:
• examine the accounts under section 145 of the 2011 Act;
to follow the procedures laid down in thegeneral Dirertions given by the Charity Commlsslon under section
145(5llbl of the 2011 Act; and
to state whether particular matters have come to my attentlon.
Basls of the Independent Examlnerfs Report
My examination was carried out in accordance with the general Directions given by the Charity Commission. An
examlnatlon includes a review of the accounting records kept bythe charity and a compari50n of the accounts
presented with those records. It also includes consideration of any unusual item5 or disclosures in the accounts, and
seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide
all the evidence that would be required In an audit and consequently no opinion isgiven as to whetherthe accounts
present a *rue and fair view, and the report is limited to those matters set out In the statement below.
Independent Examlnees Statement
In connectlon with my examination, no matter has come to my attention:
l. which glves me reasonable cause to believe that in any material respect, the requirements:
o to keep accounting records in accordance with sectlon 130 of the 2011 Act; or
to prepare accounts which accord with the accounting records; or
concerning the form and content of accounts set out in the Charltles (Accounts and Reports) Regulations 2008
other than any requlrement that the accounts give a 'true and falr, vlew which is not a matter considered as
part of an independent examination.
have not been met; or
2. to which, in my opinion, attention should be drawn In order to enable a proper understanding ofthe accounts
to be reached.
Mlchael Richmond FCCA
on beholf of
Champleys Chartered Certlfied Accountants
Champleys Mews
Market Place
Pickering
Y018 7AE
15th September 2025

CARMELrrE MONAsfERY
srATEMENT OF FINANC￿ ACTivmES FOR THE YEAR ENDED 31ST DECEMBER 2024
2024
Unrestrfcted Restrirted
2023
Total
Total
Income
Donatlons and Legacies
Charitable Activities
Events and Trading Activities
Investment Income
Sundry Income
19,606
103.773
7,463
50,195
19.606
103,773
7.463
50,195
21,915
94.331
6,045
60,831
1,017
Total Income
181,037
181,037
184,139
Expendlture
Charitable Activities
Fundraising
Governance and Support Costs
Other Charges
Total Expendlture
159,229
10,115
5,106
159,229
10,115
5.106
144,920
10,776
13.227
174.450
174.450
168,923
Profrtl(Loss) on Revaluation of Investments
82,598
82,598
55,994
Net Movement In Funds
89.185
89,185
71,210
Reconclllatlon of Funds
Total Funds Brought Forward
431,845
431,845
360.635
Total Funds Carried Forward
521,030
521,030
431,845

CARMELrrE MONASTERY
BALANCE SH£Ef AS AT 31ST DECEMBER 2024
2024
Restrfded
2023
Total
Unrestrfrted
Total
Fixed asset5 and investments
1,679,878
1,679,878
330,729
1,597,280
Current assets
330,729
380,591
Credltors: amounts falling due wlthln one year
Total assets less current liabilitles
io
1,488,582
1,488,582
1,545,184
522,025
522,025
432,687
Accruals and deferred Income
li
995
995
Net assets
521,030
521,030
431,845
Charlty Funds
12
521,030
521,030
431,845
51gned by the following trustees on behalf of all the trustees:
&. f /q.
Sr. Brldget Lltchfleld
Approved on 15th September 2025
5r. Rose Harwar
Approved on 15th September 2025

CARMELITE MONAsfERY
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2024
Bas1$ of Preparatlon
Basls of Accountlng
These accounts have been prepared under the historical cost conventlon with items recognlsed at cost or
transaction value unless otherwise stated in the relevant note(s} to these accounts.
The accounts have been prepared in accordance wlth:
the Statement of Recommended Prattice: Accounting and Reportlng by Charitles preparlng thelr accounts In
accordance with the Financial Reporting Standard appllcable In the UK and Republlc of Ireland {FRS 1021 Issued
on 16 July 2014
the Financial Reportlng Standard applicable In the Unlted Klngdom and Republic of Ireland {FRS 102)
• the Charlties Act 2011
The charlty constltutes a publlc benefit entlty as defined by FRS 102.
Golng Concern
The accounts are prepared on a 8oln8 concern basis.
Change of Attountlng Pollcy and Accountlng Estlmat¢$
The accounts present a true and fair vlew and no chan8es have been made to the accountlng pollcles adopted Sn
note l. No chan8es to accountlng estlmate5 have occurred in the reportlng perlod {3.46 FRS102 SORP).
Materlal Prfor Year Errors
No materlal prlor year error have been Identlfled In the reportln8 perlod (3.47 FRS102 SORPI.
Accountlng Polldes- Income
Recognltlon of Income
These are Included in the Statement of Flnanclal ArtSvltles ISOFAI when:
• the charity becomes entltled to the resources
9 St Is more Ilkely than not that the trustees wlll recelve the resources
• the monetary value can be measured wlth sufflcient rellablllty
Offsettln8
There has been no offsettlng of assets and liabllities, or Income and expenses, unless requlred or permltted by the
FRS 102 SORP or FRS 102.
Grants and Donatlons
Grants and donatlons are only Included In the SOFA when the general Income recognltlon crSterla are met (5.10 to
5.12 FRS102 SORP).
In the case of performance related grants, Income must only be recognlsed to the extent that the charlty has
provided the specifled goods or services a5 entitlement to the grant only occurs when the performance related
condltlons are met15.16 FRS 102 SORP).
Legacles
Legacies are included In the SOFA when re¢elpt Is probable, that 15, when there has been grant of probate, the
executors have establlshed that there are sufficlent assets in the estate and any conditions attached to the legacy
are elther within the control of the charlty or have been met.
Tax reclalms on donatlons and glfts
Gift Aid recelvable Is included in income when there is a valid declaration from the donor. Any Gfft Ald amount
recovered on a donatlon Is considered to be part of that gift and is treated as an addition to the same fund as the
inltial donation unless the donor or the terms of the appeal have specified otherwise.
io

CARMELrrE MONAsfERY
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2024
Accountlng Polkles- Income lrtd.)
Contractual Income and Performance Related Grants
Thi5 is only induded in the SOFA once the charity has provided the related goods or services or met the
performance related conditions.
Donated Goods, Servlces and Facllltles
Donated good5, service5 and facilities are measured at falr value (the amount for whlch the asset could be
exchanged) unless Impractlcal to do so.
Volunteer Help
The value of any voluntary help received Is not induded In the accounts but Is descrft*d In the trustee￿ annual
report.
Income from Interest, royaltles and dfvldends
Thls is Included In the accounts when receipt Is probable and the amount receivable can be measured rellabty.
A¢countlng Polldes- Expendlture and Uabllltes
Uablllty Re¢o8nltlon
Liabillties are reco8nised where It Is more Ilkely than not that there Is a legal or constructlve obll8ation commlttln8
the charlty to pay out resources and the amount of the obll8atlon can be measured wlth reasonable certainty.
Governance and Support Costs
Support costs have been allocated between governance costs and other Support. Governance costs comprlse all
costs Involvln8 publlc accountabllity of the charlty and its compllance wlth re8ulatlon and good practSce.
Grants
Where the charfty gives a grant wlth conditions for its payment being a specific level of servlce or output to be
provlded, such grants are only recognised In the SOFA On￿ the recipient of the 8rant has provlded the speclfied
senAce or output.
Where there are no conditlons attachlng tothe grant that enables the donor charlty to reallstlcally avold the
commitment, a liabillty for the full fundlng obligation must be reco8ni5ed.
Redundancy Cost
The charlty made no redundancy payments during the reporting period.
Provlslons for Llabllltles
A liability is measured on recognition at its hSstorlcal cost and then subsequently measured at the best estimate of
the amount requlred to settle the obligation at the reporting date.
Bask Flnanclal Instruments
The charity accounts for basic financial instruments on initial recognltlon as per paragraph 10.7 FRS102 SORP.
Subsequent measurement is as per paragraphs 11.17 to 11.19, FRS102 SORP.
li

CARMEUTE MONASTERY
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST DÉCEMBER 2024
A¢countln8 Poll¢les- Assets
Fixed Assets for use by Charlty
These are capitali5ed if they can be used lor more than one year, and cost at least £250. They are valued at cost
and depreciated on a 20% reducing balance basis.
Investments
Fixed asset investments in quoted shares, traded bonds and similar investments are valued at initially at cost and
subsequently at fair value (their market value) at the year end. The same treatment is applied to unllsted
investment5 unle55 fair value cannot be measured reliably in which case it is measured at cost less impalrment.
Investments held for resale or pending their sale and cash and cash equivalents with a maturity date of less than I
vear are treated as current asset investments.
Stocks and Work In Progress
Stocks held for sale as part of non-charitable trade are measured at the lower or cost or net realisable value.
G(￿d$ or service5 provided as part of a charitable activity are measured at net realisable value based on the
servlce potential provided by items of stock.
Work in progress Is valued at cost less any foreseeable10sS that Is Ilkely to occur on the contract.
Debtors
Debtors {including trade debtor5 and loans receivable) are measured OD initial recognition at settlement amount
after any trade discounts or amount advanced by the charlty. Subsequently, they are measured at the cash or
other consideration expected to be received.
Income from Interest, royaltles and divldends
Thls is Included In the account5 when receipt is probable and the amount receivable can be measured reliably.
12

CARMELITE MONASTERY
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2024
2024
Restrlcted
2023
Total
Unrestrlcted
Total
INCOME
l Donations and Legacies
General Donations
19,606
19.606
19,606
19,606
21,915
21.915
2 Charltable Artlvltles
Altar Bread and Linen Sales
Donations from Retreats
100.889
2,884
103,773
IIM),889
2,884
103,773
92,006
2,325
94,331
3 Events and Tradlng Actlvltles
Shop Sales and Oonation5
7.463
7,463
6,045
4 Investment Income
Dividends
Interest
Rental and REIT Income
Gain/(Loss) on Sale of Investments
42,980
715
6,500
42,980
715
6,500
29,629
15,289
9,345
6,568
60,831
50,195
50,195
EXPENDITURE
5 Charltable Actlvltles
Alm5, Gifts and Donations
Altar Bread Purchases
Chapel and Grounds Malntenance
Faith Related Actlvitles and Promotion
Infirmary and Care Provision
Maintenance of Facilities for Retreats
Staff Costs Relatlng to Charitable Activities
21,007
67,050
20,387
10,376
21,007
67,050
20,387
10,376
16,545
69,156
10,191
9,851
8,430
31,979
159,229
8,430
31,979
159,229
7,197
31,980
144,920
6 Fundralslng
Investment Management Charges
Shop Purchases
8,502
1,613
10,115
8,502
1,613
10,115
7,699
3,077
10,776
7 Governance and Support Costs
Bank Charges
Office Equipment and Supplies
Legal and Professional
2.026
1,832
1,248
5,106
2,026
1,832
1,248
5,106
1,980
2,297
8,950
13,227
13

CARMELrrE MONAsfERY
NOTES TO THE Accoumfs AS AT 31ST DECEMBER 2024
8 Investments
Current Year 2024
B/Fwd
Added
Sold
ProfiV(Loss
C/Fwd
Inve5tec Portfollo
1,597,280
82,598
1,679,878
1,597,280
82,598
1,679,878
Prlor Year 2023
B/Fwd
Added
Sold
Profit/lLossl
C/Fwd
Investec Portfollo
1,564,782
154,778
184,842
62,562
1,597,280
1,564,782
154.778
184.842
62,562
1,597,280
2024
2023
Unrestrlcted Restricted
Total
Total
9 Current assets
Natwest Current Account
Investec Capltal Cash Account
311,259
19,470
311,259
19,470
352,619
27,972
330,729
330,729
380,591
10 Current Llabllltes
Loan from Carmelltes
1,488,582
1,488,582
1,545,184
1,488,582
1,488,582
1,545,184
11 A¢rruals and deferred Income
Accruals
995
995
842
995
995
12 Charlty Funds
Current Year 2024
BIFwd
Income
Ex endlture Revaluatlon
C/Fwd
Unrestricted Funds
431,845
181,037
(174,4501
82,598
521,030
431,845
181,037
(174,4501
82,598
521,030
Prlor Year 2023
B/Fwd
Income
Ex ndlture Revaluatlon
C/Fwd
Unrestrlcted Funds
360,635
184,139
(168,9231
55.994
431,845
360,635
184,139
(168,923)
55,994
431,845
13 Trustees. Expenses and Related Party Transactlons
The trustees are members of the Carmelite Or8anisation, which has loaned money to the Charity (2024 .
£1,488,582, 2023: £1,545.1841. There is no interest tharged on the loan, and no benefit to the Carmelite
organlsation or it5 participants have been derived from IL
Where a transaction's benefits have been derived both by the Charlty and the Twstees lor connected
particlpants}, these benefits are apportioned on a fair basis between the parties such that there should be no
net benefit between the parties.
14