
## **Trustees’ Annual Report for the period** 

**From** 01 Jan 2024 **Period start date   To** 31 Dec 2025 **Period end date** 

**Charity name:** THE FATHER IGNATIUS MEMORIAL TRUST 

**Charity registration number:** 1204238 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|The advancement of religion and the promotion<br>in the widest sense of spiritual teachings.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|To maintain the Abbey Church of Father Ignatius<br>at Capel-y-ffin, including the tomb of Fr Ignatius<br>therein, as a place for worship by the general<br>public, religious pilgrims and Christians of all<br>denominations.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Trustees confirm that they have had regard<br>to the guidance issued by the Charity<br>Commission on public benefit, taking into<br>account the ecumenical nature of the charity.|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

||<br>SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|Currently the charity (a C.I.O.) has no assets or<br>bank account and is awaiting the transfer of<br>assets from the original Trust (registration<br>number 253225), but grant-making is not<br>envisaged at present.|
|Policy on social investment<br>including program related<br>investment|Para 1.38|Not applicable.|
|Contribution made by<br>volunteers|Para 1.38|No volunteers are currently engaged by the<br>charity.|
|Other|||





## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|As the charity is in a transitional stage and has<br>no assets, it has not yet started work. Once the<br>transfer of assets has taken place, it will be in a<br>position to take over the work currently being<br>done by the original Trust (registration number<br>253225),|



|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|
|---|---|---|
|Achievements against<br>objectives set|Para 1.41|N/A|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|N/A|
|Investment performance<br>against objectives|Para 1.41|N/A|
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Currently the charity has no assets, financial or<br>otherwise.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|N/A|
|Amount of reserves held|Para 1.22|Nil|
|Reasons for holding zero<br>reserves|Para 1.22|Awaiting transfer of assets.|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|N/A|



|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|N/A|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|N/A|
|A description of the principal<br>risks facing the charity|Para 1.46|N/A|
|Other|||





## **Structure, Governance and Management** 

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



|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|
|---|---|---|
|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51|Awaiting finalisation of the CIO’s status.|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|Ditto|
|Relationship with any related<br>parties|Para 1.51|N/A|
|Other|||



## **Reference and Administrative details** 

|Charity name|THE FATHER IGNATIUS MEMORIAL TRUST|
|---|---|
|Other name the charity uses||
|Registered charitynumber|1204238|
|Charity’s principal address|43 St Helen’s Road, Abergavenny NP7 5YA|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Caroline Woollard|Chairman|||
||Dr Peter Davies|Hon. Secretary|||
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– 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** 



## **Funds held as custodian trustees on behalf of others** 

Description of the assets Nil held in this capacity 

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 

Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of Name Address adviser** 

## **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)** Peter Davies **Full name(s)** Peter Llewellyn Davies 

**Position (eg Secretary,** Hon. Secretary **Chair, etc)** 

**Date** 

4[th] June 2025 

