Trustees’ Annual Report for the period
From 1[st] July 2024 Period start date To 31[st] July 2025
Period end date
Charity name: Northern Diaconal Formation Partnership
Charity registration number: 1208913
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the Catholic religion for the public beneft by supporting Catholic education and ministry including promoting the formation of deacons. |
| 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 | NDFP will provide training and support to those in formation for the Permanent Diaconate in the Catholic Church. This will involve residential sessions and marked assignments. Support and feedback will be given to sponsoring organisations. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees confrm that they have referred to the Charity Commission’s guidance on public beneft. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Not applicable Policy on grant making Para 1.38 Not applicable Policy on social investment Para 1.38 including program related
investment Support will be provided by volunteers from sponsoring organisations. Contribution made by Para 1.38 volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | NDFP was set up on 1stJuly 2024. It has spent the period up to 31stJuly 2025 establishing its support and fnancial systems in order to take over provision administered by NDFP Limited until the latter date. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | From 1stAugust 2025 NDFP commenced operations |
|---|---|---|
| Performance of fundraising | Not relevant at this point. Funding will be provided by sponsoring bodies of students at an agreed level. |
| activities against objectives set | Para 1.41 | |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | Not relevant at this stage |
| Other |
Financial Review
| Review of the charity’s financial position at the end of theperiod |
Para 1.21 | At the end of the frst reporting period no income or expenditure to report. |
|---|---|---|
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | To be agreed |
| Amount of reserves held | Para 1.22 | Nil |
| Reasons for holding zero reserves |
Para 1.22 | Not yet operating |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuingas agoingconcern |
Para 1.23 | No concerns |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
|---|---|---|
| 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 | Foundation Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | 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 | Trustees are nominated by the respective Bishops of the following Roman Catholic dioceses: Hallam, Hexham & Newcastle, Lancaster, Leeds, Liverpool, Middlesbrough, Salford and Wrexham |
Additional information (optional)
You may choose to include further statements where relevant 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 which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 |
Other
Reference and Administrative details
| Charity name | Northern Diaconal Formation Partnership |
|---|---|
| Other name the charity uses | NDFP |
| Registered charity number | 1208913 |
| Charity’s principal address | ARCHDIOCESE OF LIVERPOOL St Margaret Clitherow Centre LIVERPOOL ARCHDIOCESAN OFFICE CROXTETH DRIVE LIVERPOOL L17 1AA |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 |
Trustee name | Office (if any) | Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|
| Rev Christopher Anthony Fallon |
Chair | RC Archdiocese of Liverpool | |
| Rev Deacon Michael Schoonjans MA Hons |
RC Diocese of Wrexham | ||
| Rev Shaun David McGee |
RC Diocese of Hexham & Newcastle | ||
| Stephen Robert Scott |
RC Diocese of Salford | ||
| Anthony John Strike |
RC Diocese of Hallam | ||
| David Neils Arblaster |
RC Diocese of Leeds | ||
| Rev. Dr. Bernard Farrell- Roberts |
RC Diocese of Lancaster 1stJuly 2024 to RC Diocese of Middlesbrough |
||
| Rev. Alan |
| 9 1 0 1 1 1 2 1 3 1 4 1 5 1 6 1 7 1 8 1 9 2 0 |
Sheridan | 10thJanuary 2025 | |
|---|---|---|---|
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 held in this capacity |
Not applicable |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
Not applicable |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
Not applicable |
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) Full name(s)[Rev Christopher Anthony Fallon] Rev Shaun David McGee Position (eg Secretary, Chair Trustee Chair, etc)
Date 20th May 2026
Charity Name No (if any) Northern Diaconal Formation Partnership 1208913 Receipts and payments accounts CC16a For the period Period start date Period end date To from 1/7/2024 31/7/2025
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts No income inperiod - - - - - - - - - No assets held inperiod - - Sub total - Total receipts - A3 Payments Nopayments made inperiod - - - - - - - - - Sub total - No assets held inperiod - - Sub total - Total payments - Net of receipts/(payments) - A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end - Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Last year to the nearest £ |
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Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details No assets held in period Details No assets held in period Details No assets held in period Details No assets held in period Details No assets held in period Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ - - - - OK to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
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| OK | ||||
| to nearest £ Endowment funds |
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| Current value (optional) |
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| When due (optional) |
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| No assets held in period | - | |||
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Signed by one or two trustees on behalf of all the trustees Signature C A Fallon
Date of Print Name approval Rev Christopher Anthony Fallon 20-May-26
VALUEI
Rev Shaun David McG88 20-Ma -26