**Friends of the Immaculate Heart Sisters, CIO** ## **Charity registra:on number 1194081** ## **Contact address: Tim Craggs (Chair of Trustees), 8 Ashbury Lane, Sheffield, S8 8LF** ## **Contact email: friendsoHheimmaculateheart@gmail.com** ## **Other trustees: James Bogle, Maria Ogden, Sara Buscombe, Beth Craggs** ## **Charitable aims** Furthering the Roman Catholic faith for the public benefit, through direct support of the Roman Catholic Associa:on of consecrated women known as the Franciscan Family of the Immaculate Heart and of St Maximilian. Providing resources such as accommoda:on, sustenance, training, and development to this associa:on, and also suppor:ng other ac:vi:es that further the Roman Catholic faith. ## **Summary of ac:vi:es from 1 January 2022 - 31 December 2022** In the year 2022, the community of religious sisters that the charity supports increased in size, to 22 members. The increased community meant that they needed a larger convent to accommodate everyone, and for this reason they moved to Scotland. They began approaching donors to raise the funds needed to purchase a convent and chapel for themselves, and this year raised a significant sum towards the purchase price and associated fees. The Charity supported the sisters accordingly, providing money: - for the moving costs - for buying furniture for the house and religious items for their chapel - for paying u:lity and other bills The Charity also paid for all the travel expenses of the sisters due to their apostolate and their needs, and the insurance for their vehicles. The Charity also supported the sisters in paying Visa fees and medical expenses where needed. The sisters provide for the liturgical and pastoral care of about 200 lay people, who aMend the Holy Mass in the chapel of their convent, which is open to the public. The Charity helps the sisters by financially suppor:ng their apostolate. Furthermore, the Charity helped the sisters in their apostolate by paying for the prin:ng of religious booklets and pamphlets. ## **Governance** The trustees meet a minimum of four :mes per year to ensure that they are all apprised of the current state of the charity, the needs it is mee:ng and any addi:onal funds -or other resources - required to do so. New trustees - either to grow the trustee board or to replace resigning trustees - are recommended to the board by the sisters themselves. The trustees then assess their suitability as trustees and vote to confirm whether they will be appointed. Two addi:onal trustees were voted onto the board of the Charity in 2022: James Bogle, and Sanam Ogden. This brings the total number **Sources of income** Dona:ons were made by individual supporters, largely from within the USA. Total dona:ons in this period equalled £88,638.53 (for a more detailed breakdown see the summary of accounts). The reason for this significant increase is to raise enough funds to purchase a dedicated convent and chapel for the sisters in the very near future. ## **Expenditure** Total expenditure equalled £19,533.77. ## **Future plans** The Charity will con:nue to support the sisters’ daily needs, paying essen:al bills, Visa fees, travel etc, as well as con:nuing to raise funds to purchase a larger convent so that the community can con:nue to grow. At the end of 2022 it was hoped that the purchase would be completed within the following year (2023). ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name FRIENDS OF THE IMMACULATE HEART SISTERS **members of On accounts for the year** 31[st] DECEMBER 2022 **Charity no** 1194081 **ended (if any) Set out on pages** 1 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 31/12/2022 **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. **Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention ~~(other than that disclosed below *)~~ in connection with the examination which gives me cause to believe that in, any material respect: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * _Please delete the words in the brackets if they do not apply._ **Signed:** A J POLLOCK **Date:** 22 / 12 / 2023 **Name:** ANDREW JOHN POLLOCK **Relevant professional** FELLOW OF THE INSTITUTE OF CHARTED ACCOUNTANTS **qualification(s) or body (if any): Address:** 53 Penerley Road, Catford London SE6 2LH 1 **October 2018** **IER** **Section B Disclosure** Only complete if the examiner needs to highlight 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 **October 2018** **IER** (WITY (OAIMISSION FFUENOS OF THE IWCLUTE HEART STERS R•¢•lpts and p•yments xcounts For tho p•riod from CC16• 111r22 To 12r31r22 Seclioii A Roceipts aiid payments i Unreskriclgd funds Rcstn'cted , Endowmont . Tot•1 fund• L•s¢ yaar ' tothg ,no•rg•1 £ I nearest£ £ I A1 Recelpts Granls and DLTh 91157 911sr Sub tot•l(Gft>ss AR) 91157 91157 6327 A2 A35et and Snv•th•nt salos, (seo lablel. Sub tot• Tot•1 r•c•lpts 91157 9115T 6327 A3 Paymgnts Travel Insuran Surveys Visa Fees Printsng Sundry H￿Sehold Utiifo'eJ 4.557 4557 1815 1.650 950 3.21S 1815 3215 Sub tota 19.533 A4 A•Jet and Snvestment purchasgs, (Jè8 tsble) Sub toral Tot•lpyTn•nts 19.533 19W3 Olrecelp￿(pavrn￿￿) AS Trnnsf•rn b•t*wn fund• IA6 Cuh lund$ 1•st year 71624 624 4518 3.518 76.142 3,518 76,142 C•8h funds thls y•ar 3,518 Seciion 8 Statement of assets and liabilities at the end ol tlie period . Unrtrstricted Restricted , Endowment funds lund$ funds I to I￿reSt £ to to nurest £ 76,142 Cat•gorl•s D•lalls 81 Cmh lunds CASH AT BANK Tof•l ¢ash funds 76.142 a￿1 paYrt￿ts a(xxxml(s)),' funds lunds lunds ,. to nottrest £ to noarnst £ i to r*aros1 £ IDetails B2 Othermonetsry assets CCXX R1 accounts (SS) 0210212024 Fund io I whlch assgt belongs Cost (optk>n)I Jr Current value (optionall Oetalls Fund to I whleh as8Ot belongs Ct>st {W50n￿) Current value (optlonall DèthS1$ B4 Assets retalned for the .charSty's own use Fund to whleh Ilablllty Amount dutr Whèn dufr lopllon•lP I (optlona Dgts118 85 Llabllltl•s Sigr*d by one c* trusiees ￿ tehalfof all the &3nthre Pnnt NaTh approv81 Beth Craggs CCXX R2 accounts (SS) 0210212024