## **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
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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
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0
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1
1
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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 £**| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|**-**| ||||**-**|**-**| |||||| |||**-**|**-**|**-**| |||||| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|| ||||**-**|**-**| |||||| |||**-**|**-**|**-**| |||||| ||**-**|**-**
**-**
**-**
**-**|**-**|**-**| ||**-**||**-**|**-**| ||**-**||**-**|**-**| ||**-**||**-**|**-**| ## **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**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**to nearest £**
**Endowment**
**funds**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
**(optional)**| ||No assets held in period||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| 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