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2024-09-30-accounts

SACRED HEARTS TRUST SACRED HEARTS TRUST SACRED HEARTS TRUST 1191523 1191523 CC16a
For the period
from
01/10/2023
Period start date
To 30/09/2024
Period end date
Section A Receipts and payments
A1 Receipts Restricted
funds
to the nearest
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
~~1~~
Endowment
funds
to the nearest
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total funds
to the nearest
£
9 583
51 767
-
-
-
-
-
-
61 350
-
-
-
61 350
32306
1597
1083
703
1845
15592
159
30
1 181
8 226
3 884
88
284
421
273
768
**437 **
Last year
to the
nearest £
DONATIONS 9 583 17 078
SALES 51 767 54 268
- -
- -
- -
- -
- -
- -
Sub total(Gross income
for AR)
61 350 71 346
A2 Asset and investment
sales, (see table).
-
- -
Sub total - -
71 346
43455
2611
1104
545
0
17078
1903
-
1008
-
-
-
406
341
230
-
539
**Sub total ** 68 877 - - 68 877 69 220
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
**Sub total ** - - - - -
Total payments 68 877 - - 68 877 69 220
Net of receipts/(payments) - 7 527 -
- - 7 527 2 126
A5 Transfers between fund - - - - -
A6 Cash funds last year en - - - - -
Cash funds this year end - 7 527 -
- - 7 527 2 126
Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
B1 Cash funds
B2 Other monetary
assets
B3 Investment assets
BANK
Details
Details
Total cash funds
(agree balances with
receipts and payments
Details
Unrestricte
d funds
to nearest £
19 868
-
-
19 868
~~Agreement~~
Error
Unrestricte
d funds
to nearest £
-
-
-
-
-
-
Fund to
which asset
belongs
Restricted
funds
to nearest £
-
-
-
-
OK
Restricted
funds
to nearest £
-
-
-
-
-
-
Cost
(optional)
-
-
-
-
-
Endowmen
t funds
to nearest
£
27 395
-
-
27 395
~~Agreement~~

Error
Endowmen
t funds
to nearest

-
-
-
-
-
-
Current
value
(optional)
- -
- -
- -
- -
- -

CCXX R2 accounts (SS)

2

Signed by one or two
trustees on behalf of all the

B4 Assets retained for
the charity’s own use
B5 Liabilities

Signature
Details
Details
Fund to
which asset
belongs
Cost
(optional)
-
-
-
-
-
-
-
-
-
Fund to
which
liability
relates
Amount
due
(optional)
-
-
-
-
-
Print Name
Current
value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

Signed by one or two trustees on behalf of all the trustees

CCXX R3 accounts (SS)

3

Trustees’ Annual Report for the period

From 01 / 10 / 2023 Period start date To Period end date 30 / 09 / 2024

Charity name: SACRED HEARTS TRUST CIO

Charity registration number: 1191523

Objectives and Activities

SORP
reference
Summary of the
purposes of the
charity as set out in
its governing
document
Para
1.17
To promote The Roman
Catholic Faith and Roman
Catholic Charitable
institutions
Institutions anywhere in the
world
Summary of the
main activities in
relation to those
purposes for the
public benefit, in
particular, the
activities, projects
or services
identified in the
accounts.
Para
1.17 and
1.19
The main activities are the
running of a Spiritual Centre
with a Chapel and Book Shop
in Catford, London. The
Centre is open to Catholics
and all other members of the
public.
The Trust also support the
overseas missions of the
Church
Statement
confirming whether
the trustees have
had regard to the
guidance issued by
the Charity
Commission on
public benefit
Para
1.18
The Trustees confirm they
have considered The Charity
Commission general
guidance on public benefit
and in particular the
supplementary
Guidance on the
advancement of religion for
the public benefit

Additional information (optional)

You may choose to include further statements where relevant about:

about:
SORP
reference
The Trust has no paid
employees and the work is
Carried out by Sisters of The
Faith
Policy on grant
making
Para
1.38
The Charity do not make
Grants
Policy on social
investment
including program
related investment
Para
1.38
The Charity does not make
Investments
Contribution made
by volunteers
Para
1.38
The contribution made by
volunteers have been
enormous, has this as
enabled The Charity to keep
its cost to a minimum which
in turn have enabled The

Charity to carry out more work in the community. Other

Achievements and Performance

SORP reference During the year the number of visitors have increased Summary of the main achievements of the charity, Para identifying the 1.20 difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements
against objectives
set
Para
1.41
The Charity continues to
grow Year on Year

Performance of fundraising activities against Para objectives set 1.41 Investment performance Para against objectives 1.41 Other

Financial Review

Review of the
charity’s financial
position at the end
of the period
Para
1.21
The reserves will ensure that
the Spiritual Centre will be
able to continue for some
years
Statement
explaining the
policy for holding
reserves stating
why they are held
Para
1.22
Amount of reserves
held
Para
1.22
Reasons for
holding zero
reserves
Para
1.22
Details of fund
materially in deficit
Para
1.24
Explanation of any
uncertainties about
the charity
continuing as a
going concern
Para
1.23

Additional information (optional)

You may choose to include further statements where relevant about:

about:
The charity’s
principal sources of
funds (including
any fundraising)
Para
1.47
Donations and book sales
Investment policy
and objectives
including any social
investment policy
adopted
Para
1.46
A description of the
principal risks
facing the charity
Para
1.46
Other

Structure, Governance and Management

Description of
charity’s trusts:
Type of governing
document
(trust deed, royal
charter)
Para
1.25
Trust Deed
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para
1.25
Incorporated Organisation,
CIO
Trustee selection
methods including
details of any
constitutional
provisions e.g.
election to post or
name of any
person or body
entitled to appoint
one or more
trustees
Para
1.25
Appointed by resolution

Additional information (optional)

You may choose to include further statements where relevant about:

about:
Policies and
procedures
adopted for the
induction and
training of trustees
Para
1.51
The charity’s
organisational
structure and any
wider network with
Para
1.51

which the charity works Relationship with any related parties Para 1.51 Other

Reference and Administrative details

Charity name The Sacred Hearts Trust CIO
Other name the
charity uses
Registered charity
number
1191523
Charity’s principal
address
4 Brownhill Road, Catford, London SE6
2LH

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Trustee
name
Office (if any) Dates acted if
not for whole
year
Name of person
(or body) entitled
to appoint trustee
(if any)
Andrew John
Pollock
Chair Trustees Resolution
Trevor
Downs
Trustees Resolution
Amanda
Khoo
Trustees Resolution

Corporate trustees – names of the directors at the date the report was approved Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not
for whole year
Andrew John
Pollock

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information) Type Name Address of advise

r

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

- Reason for non disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) A J Pollock Full name(s) Andrew John Pollock Position (eg Chair Secretary, Chair, etc)

Date 6[th] March 2025

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees SACRED HEARTS TRUST On accounts for the year Charity no ended[30][th][ SEPTEMBER 2024 ] (if any)[1191523 ] Set out on pages 1 - 2 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended DD / MM / YYYY . Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent [The charity’s gross income exceeded £250,000 and I am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: N PAISLEY Date: 6[th] March 2025 Name: NORMAN PAISLEY

Relevant professional

1

Oct 2018

IER

qualification(s) or body (if any):

Address: 35 GREENWAYS, BECKENHAM, KENT BR3 3NQ

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

2

Oct 2018

IER