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2020-09-30-accounts

A faith that does justice

ANNUAL REPORT 2019-2020

jesuit.org.uk

PROVINCIAL’S MESSAGE

Provincial’s message

“The pandemic has if anything intensified the impact of our efforts, and that at a time when the Church is facing grave new challenges.”

Fr Damian Howard SJ

The Jesuits in Britain have been provoked by COVID-19 to new levels of creativity. It’s true that we have faced a serious drop in income, with dividends falling, schools being forced online and refunding parents, and with St Beuno’s unable to offer its full programme. But overall, this year’s ordeal has helped us focus on our core mission: providing opportunities for people to find God. This report showcases a host of innovations, from setting up virtual chaplaincies, online retreats and live-streamed liturgies to

serving the needs of the homeless and of isolated asylum seekers. The pandemic has if anything intensified the impact of our efforts, and that at a time when the Church is facing grave new challenges.

If you look back at the great sweep of our history, you will notice that Jesuits are no strangers to plagues. Nonetheless, COVID-19 is the first genuinely worldwide pandemic in living memory, so this generation of Jesuits does not come to this crisis with any

great experience. What we do bring is an ingrained sense of how a protracted and gradually unfolding process, can lead to personal and social transformation. And that’s because the essence of our identity, mission and way of life is a focus on a process of ongoing change in the Spirit.

Twice in his life, a Jesuit will make the Spiritual Exercises of St Ignatius in the form of a thirty-day retreat, spending up to five hours a day in silent prayer and speaking only with a spiritual

Contents

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PROVINCIAL’S MESSAGE

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Fr Damian Howard SJ
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director. What happens over the course of the month is unique to every retreatant. But approached with generosity and magnanimity it is almost always a time of deep change, ushering the retreatant through a tried and tested dynamic which sheds light on the overflowing life of God and its impact on the world – and on the person in question.

Once you have had that experience, you approach something like this pandemic as another potentially transformative opportunity, embarking on a journey to an unknown destination but seeking always the face of the Risen Lord.

The first phase of the lockdown was, for many, a strangely exhilarating time. Working from home felt as though the holiday season had begun early. We spent more time with family and community. The weather in Britain was unusually good and people started reconnecting with nature. It seemed like a much-needed interruption of a compulsive lifestyle of acquisitiveness.

The dreams that popped up at that time, of a more balanced, humane and sustainable lifestyle, were important. They revealed to us our shared desires. God, as St Ignatius would have said, was at work in them.

But radical change does not come easily. So, the next stage in the process was to be a rendezvous with harsh realities. The death toll rose. There were stories of great suffering. For many it seemed distant, even unreal, but now and again it came close, in the form of sickness and the loss of loved ones. And there were stories, too, of self-giving service and dedication to duty. Events took a disturbing turn with the death in the US of George Floyd. Suddenly the public conversation shifted from epidemiology to endemic racism. Anger flared up on the streets. The trauma of COVID-19 was showing up the scars of a wounded society.

At one point in the Exercises, St Ignatius asks retreatants to pray for the graces of shame and confusion for their sinfulness. It felt as though those

painful graces were being poured out over the whole world.

The next stage was about embracing that hope that keeps dreams alive amid the darkness. A fragile hope set in as the summer drew on (perhaps the worst was over?) only to be dashed by a second wave, worse than the first. But then vaccines started to come on stream and once more we allowed ourselves the thought that the pandemic would pass. Meanwhile the lockdown ground on remorselessly, mercilessly. We attained a new focus, a new patience.

Jesuit spirituality would speak of this as the acquisition of the virtue of humility. We accept reality not with resignation but freedom. We abandon ourselves to God’s providence, as Jean-Pierre de Caussade, an eighteenth-century Jesuit spiritual master, put it. And in that hard-won state, we encounter a Risen Lord, alive and active and inviting us to join His mission.

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MISSION AND AIMS

Jesuits in Britain: mission and aims

The Jesuits (also known as the Society of Jesus) are an international religious order of men within the Catholic Church. The Order was founded in 1540 by St Ignatius of Loyola and his nine companions. Today it numbers over 15,000 men in more than 100 countries. The British Province, which operates in England, Scotland and Wales is one of over 80 provinces worldwide.

OUR MISSION today is the ministry of reconciliation with God, with one another and with creation.

Our aims are to:

We do this through:

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11 Parishes served
122 Jesuits
8 Communities
358 Staff
members
11 Schools
3 University
chaplaincies
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TREASURER’S MESSAGE

Treasurer’s message

“As we respond to the ever-changing needs of the Church and wider society in the UK, our various works are seeking supporters to help fund our ambitious apostolic aims.”

Fr Keith McMillan SJ

Why do the Jesuit works seek donations?

Our annual accounts show that we are relatively fiscally healthy with the available funds for the broadest of our activities (designated funds) having a year-end total value of £517million. These assets represent generations of precious donations and legacies bequeathed to the Jesuits for us to maintain as an ongoing sustainable resource to support specific purposes around the Province and beyond.

Two of the largest funds are exclusively reserved for the training of Jesuits both here and abroad (Formation Fund) and the care of the increasing number of older Jesuits in the Province as they become infirm (Old Age Fund).

The funds are invested in order to provide an ongoing annual income that is used to finance works and projects here in Britain and around the world. In this, we follow an ethical investment approach that included, on Ash Wednesday 2020, an announcement that we were divesting from companies whose major income was from the extraction of fossil fuels – a process that we have now completed. You can read more about our ethical investment policy on page 37 of this report.

Three other funds with a total value of £220 million (making up 42% of our designated funds) are available for direct and indirect ministry: the Foundation Fund (for new initiatives as well as external grants), the Apostolic

Works Fund and its associated fund, the Bellarmine Fund.

The following pages show some of the activities that have benefited from these funds across various ministries. Our general policy has been to limit our use of funds to 3% of the total in order to maintain the integrity of these funds over the long term. This current year, 3.2% of their beginning balance has been used for direct or indirect ministry and we expect that we will similarly draw more than 3% in future

years due to both the ever-growing needs of our works and the falling number of actively working Jesuits in the Province.

As we respond to the ever-changing needs of the Church and wider society in the UK, our various works are seeking supporters to help fund our ambitious apostolic aims. Please see Note 20 (page 62) for a more detailed explanation of our designated funds.

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STAMFORD HILL PARISH

Rebuilding community during lockdown

When lockdown kept parishioners away from St Ignatius, Stamford Hill, Fr Mateusz Konopinski SJ realised this was an opportunity to bring the community together even while its members were kept apart.

Once lockdown started, we realised that we needed to find an easy way to contact parishioners, now that the usual line of communication between the pulpit and the pews was broken as the church stayed empty. I trawled through Facebook contacts, WhatsApp groups and email lists to inform people that we had not totally shut down.

realise how passive our communication had been before: our spiritual life cannot be a one-way channel of me, the priest, telling you, the parishioner, the best way to live.

We began to use these morning broadcasts to let people know what material things we needed to support our homeless friends, and parishioners quickly responded with whatever we had asked for – sandwiches, toiletries or clothes.

We started morning Facebook Masses and gospel readings that gave people a new opportunity to interact: expressing comments and asking us questions as they had never done on Sundays at church. The pandemic has made me

By midday parishioners would deliver a whole day’s supply of individually

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Fr Mateusz in his office ‘studio’
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wrapped sandwiches, each one with a handwritten note that children would decorate with hearts and smiley faces. Such personal touches to these provisions were a visible sign of the generosity behind them and established a human connection between the donor and the recipient.

This ability to communicate directly with parishioners, sending messages to the phones in their pockets, has allowed our community not to be blind to those in need. If a parishioner meets anyone in need, they can say: ‘Go to the church at 1pm and they will help you.’

The strength of a parish is in its ability to help people day in, day out. Prayer should lead us to do good deeds for others. This generosity is the seed of our community and it cannot just be shown towards those we sit beside at church: it must also be expressed to the people sitting on street corners. This for me is, very simply, the Christian life.

But conversely, it is not just those on the streets or abandoned in some way who we should worry about. Now that people have returned to Sunday Mass and are enjoying being together again physically, we also need to think about those who have lost their faith during the pandemic, or their rhythm, their will to go to church, or who have lost touch with friends. As we go forward, the need of hope and to fill the emptiness of isolation is huge because people were not designed for this separateness – they are meant to be together.

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PREGO OUTREACH

Reaching out from St Beuno’s

While St Beuno’s Jesuit Spirituality Centre was forced to close its doors when the country went into lockdown, Fr Damian Jackson SJ explains how the St Beuno’s Outreach battled on, with the pandemic showing that its original purpose is more valid than ever.

Prego groups (from Latin, I pray) are run by the St Beuno’s Jesuit Spirituality Centre’s outreach team on behalf of the Roman Catholic Diocese of Wrexham. The original outreach work began in 1989, when a contract between the Society of Jesus and the Diocese was established to help develop the prayer life of the laity, particularly by using Ignatian spirituality. The diocese is predominantly rural and thinly populated. With one or two exceptions, the parishes are small, as is the number of clergy: most look after two or three parishes. Over the years these parish groups have become increasingly ecumenical and open to everyone searching for a deeper meaning to life. The people are of different ages and backgrounds: some retired but very busy grandparents;

others elderly who now live alone – some up in the hills; a number of mostly young NHS nurses, doctors and care home workers, and also some teachers.

Prego has about 30 well-trained lay prayer guides from the diocese who have all made the Spiritual Exercises individually in daily life and continue with ongoing monthly training and regular supervision. Our prayer guides create our weekly ‘Prego’ leaflets that include guiding reflections on two of the Sunday Mass readings and a suggested image to pray with, together with simple background notes on the Scripture texts. They have taken their work online with 12 Zoom groups that include a youth group.

The meetings begin with a time of

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Fr Damian in front of St Beuno’s
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quiet. Then with the help of the Prego leaflet, the prayer guide usually uses either Lectio Divina or encourages people to pray silently with the imagination, and so link the Sunday Mass scriptures with their own daily lives. After this, people are invited to share their prayer as appropriate, often in small groups. Then there is the opportunity to share intercessions for named intentions. And finally, people are invited to share briefly, if they wish, how they feel at the end of the meeting.

The impact of the outreach on people’s lives is tangible. One older person of deep faith who now lives alone puts it succinctly: “The Prego meeting is my spiritual life-line.” A teacher with two children sees it as her oasis of quiet time in her busy life: “My Prego meeting is a much-valued opportunity to share with other young and older mothers my struggles, my doubts and my hopes. I feel strengthened in my faith in the secular environment in which I work and live.”

A few of the group members are making St Ignatius’s Spiritual Exercises individually in daily life on Zoom. Some prayer guides are helping those new to praying on a one-to-one ‘coaching’ basis that uses some of the Ignatian tools, such as the Examen prayer. There is also a group that meets to pray more contemplatively, sharing an extended silence as well as scripture and intercessions.

When lockdown ends, group members want to meet face to face once again. But the new Zoom meetings will continue; they offer quiet, prayer, support, and a sense of community.

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ST BEUNO’S RETREAT

St Beuno’s: an unforgettable spiritual experience

Before the pandemic struck, Charmagne Fernandes was filled with gratitude for the graces that she and her fellow retreatants received at St Beuno’s on St Valentine’s Day.

Southall is often called ‘Little Punjab’ or ‘Little India’, and it has been a South Asian hub in West London since the 1950s. It’s a vibrant district – something certainly reflected in our group. We are the members of SAYAM, the Young Adults Ministry at St Anselm’s in Southall. We are a group spanning two decades in age, from 21 to 41 years. We are single, happily married, with and without children, and of various ethnicities, but primarily British-Asian. We are skilled in various fields from medicine and IT, consultancy and logistics, to hospitality, travel and tourism. This all makes hosting the Christmas play in a church an absolute piece of cake.

We all got geared up for our ‘weekend away with God’ but, in reality, most of us did not really know what this would actually mean. Twenty-three of us set off from the parish gates and arrived at St Beuno’s Jesuit Spirituality Centre in North Wales on Valentine’s Day after a six-hour drive. We just stood in awe at the beauty around us. Storm Dennis was on its way, but we could still catch a glimpse of Snowdonia in the distance.

Welcomed at St Beuno’s by the smiling faces of Inge, Sarah, Deirdre and Rose, we were whisked around on a quick tour of this wonderful world of awesome architecture and then up to the Rock Chapel, across mucky, wet

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Building a labyrinth
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Charmagne Fernandes at St Beuno’s
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fields. We just stood in and around the chapel: the wind blew, birds sang, trees swayed, the sun set as we watched God work all around us and much more in each of us individually, enabling us to encounter him in all things.

That same evening at Mass, Fr Roger surprised us by asking the four married couples in the congregation to come forward, and to renew their vows. Christopher and Valentina, Farryston and Sanfie, Raymond and Lynette, Royston and Stephanie all willingly obliged, and repeated after the priest the words they had spoken to each other on their wedding day. Some of the couples were teary-eyed. It was as beautiful as it was unexpected. We prayed for them and with them that God would bless their marriages and their families, along with all the marriages in the world. Valentina said she and Christopher had so often jokingly thrown those words around: ‘in sickness and in health’. But in that moment, they all felt very sacred again. Another couple kept the paper with the vows as a small souvenir and committed to reciting them every year thereafter on their anniversary.

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ST BEUNO’S RETREAT

adding a line, and by the end we had eight psalms. Each of them seemed to make perfect sense, reflecting the indescribable unity and feelings in the room. I could almost sense what the other people were feeling, and I could see one of my friends just needed a hug – so I obliged.

Many of us have felt a drastic change in the way we think about prayer after this retreat. For Valentina, connecting to God through nature was a new and unforgettable experience – to pray in the gentle quietness of her heart, rather than moving and singing. Lynette found the time to absorb God’s word and to let the spirit work its magic, the time to mould the clay, to grasp the pencil and write psalms. Christopher realised he doesn’t need to kneel down to pray. Lina made a labyrinth on the playground in the school at which she teaches. Victoria paints labyrinths that are so beautiful. Caroline writes songs to praise the Lord in her spare time. And me? I am more productive, spend time studying the gospel and joyfully participate in Mass. I now take more time noticing nature: the art of God’s work. I appreciate the slightest breeze that blows against my face, imagining it is the Lord’s way of hugging me.

The St Anselm’s Young Adults Ministry group outside the Rock Chapel at St Beuno’s

Raymond would never have imagined spending their Valentine’s Day in church, but said that this was the best one yet, and he and Lynette felt even more united than before.

The next day, we set about building a labyrinth, a maze with only one unambiguous path, like a road leading to Jesus, our centre. From a paper plan, we recreated the labyrinth in the room with long strands of cloth, sarees, fairy lights, decorative candles, twigs, small logs of wood. It looked spectacular, as we threaded our way through it one by one, step by step in silence: my mind was running through my life, the accidents, the incidents, the blessings and the troubles. At the centre was a sense of peace, a sense of surrender, a sense of belonging, a sense of meeting. Then we listened to each other’s experiences, which were both insightful and inspiring.

That evening, I chose to have a session of spiritual direction to answer the question: how did I know God was listening to me? That morning the scripture featured the story of the lady who touched Jesus’s garment and was healed immediately. So I was asked to imagine being there when Jesus walks by. Where am I? What is Jesus wearing? Push through the crowd and try to touch him. Where are you touching him? Does he notice you? Call out to him! And I burst into tears because Jesus wasn’t looking at me. He didn’t want to look at me. I imagined myself unworthy and undeserving of his love. By the end of the session, I was seeing God looking at me and saying he loved me. I was absolutely in tears but finally understood that God is always listening to me and that I have to just call out to him and speak to him.

The last day, we finished with psalm writing as a group, with each of us

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Enjoying a weekend of
deep connection
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SPIRITUALITY ONLINE

Real connection in a virtual world

Attila Kulcsár looks at the pioneering efforts to tackle the seemingly impossible task of taking Ignatian spirituality and parish life online.

It worked! Most of the groups went ahead with online meetings, sharing and getting used to the new norm. The few groups that had been reluctant to take their spirituality online soon changed their minds when they saw how rich the shared experience continued to be.

When the pandemic struck, the international community in Geneva took their prayer groups online for an already digitally-supported Lenten retreat together. With the support of Fr David Birchall SJ at the Ignatian Spirituality Centre in Glasgow, the English parish of St John XXIII in Geneva had already embarked on their 2020 Lenten retreat. More than 500 retreat books had been distributed, facilitators were trained and the retreat began on Ash Wednesday with the fourteen prayer groups meeting each week in the church or in someone’s home.

The sudden lockdown had scattered much of this community across the globe – so people stranded in Singapore, France, Germany, the UK, Canada and Ghana, to name a few of the countries, were now able to adjust to the time zones and attend their groups, making the weekly sharing even deeper.

For Petra Linder, one of the groups facilitators, the arrival of lockdown left her desperate to find a way to continue: “We had already started to form bonds and wanted to continue their journey, so we investigated the various online tools, signed up to one of the platforms and started to try out a new way of spiritual sharing in the virtual world.”

As one of the Geneva retreatants said: “These meetings have been a life-saver both spiritually and psychologically for me. I would not miss the sharing with my new soulmates for anything in the world.”

As Easter approached, and it became

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The English parish of St John XXIII in Geneva meets at
St Nicolas de Flue Catholic Church
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clear that there would be no services for Holy Week and the Easter Triduum, everyone had started to feel that Jesus was with them and that we would be able to get through it together.

The retreatants started asking: “What next?” As a result, the Pentecost retreat was born. Another forty days for the retreatants to meet and continue their joint journey. With the assistance of the ISC Glasgow team they created material for each day of the week.

Feeling ever more comfortable leveraging technology for their spiritual needs, after Easter they started a virtual Sunday Mass. The parish ‘voice’ is represented through readers and musicians with people calling in for Mass from Africa, Asia, the Americas and other parts of Europe. The St John XXIII community is now truly global!

Ruth Holgate, part of the Young Adult Ministries (YAM) team at Clapham, had never used Zoom before. Ruth was conscious of the fact that attendees of YAM events would be far better acquainted with the new technology. “We knew they would never forgive us if we made a complete mess and this gave us the confidence to jump in and try an online Sunday liturgy. We included a social afterwards, for people to have a natter and a drink – an aspect they told us they hadn’t found elsewhere.” “We held a retreat over Holy Week for twelve young people, which grew into a second retreat at Pentecost with an international group of forty. Lockdown has made it easier for young people to make serious Ignatian retreats with spiritual

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One of the Geneva prayer groups holding the retreat
books provided by Fr David Birchall SJ in Glasgow
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direction – and this is when stuff happens.”

coffee mornings, bringing teenagers together with 80-year-olds – parishioners who had never met before. “One early experience for the Edinburgh Jesuit Centre came as a shock, when ‘Zoombombers’ targeted one of our early talks, taking over the meeting with bad language and inappropriate photos. The next day, we worked out effective protocols so that we were confident it couldn’t happen again – and we haven’t had a problem since.”

The YAM retreats inspired others in the Jesuit spirituality team. Sarah Young immediately sensed the potential of Zoom: “I did a couple of courses so that I could work out how to help the surprisingly large number of our spiritual directors who were interested in working online. As time went on, we realised the potential to deepen the online experience. We are offering something to many people who have been quite isolated.”

Ken has used Zoom in his role as delegate for the pastoral work of the Province, in which he coordinates the eleven Jesuit parishes across Britain: “Once we upgraded skills and equipment, we were able to get the parish priests and assistants on weekly calls to look at how best the churches could respond to the pandemic. This coordination culminated in January in our online conference which brought sixty parishioners together with the parish priests and pastoral assistants from across the Province.”

“We have also, for example, been helping health workers and have seen how their stresses have increased. We are looking at ways of mixing people’s offline environments with online participation, with evening retreats that bring people together after a day spent outdoors, walking, cycling or whatever.”

Br Ken Vance SJ and parish pastoral assistant, Andrew Cassidy, organised the summer’s ‘Lockdowns from Lauriston’ which attracted more than 35,000 people from almost sixty countries. After twenty years the Lauriston Jesuit Centre has taken the new name of the ‘Edinburgh Jesuit Centre’, to let their new global audience know where they are.

Another member of the spirituality team, Iona, was part of the team that launched ‘Imagine’ this summer – online Ignatian meditation sessions: “I was expecting Zoom to allow us less depth, less connection – less of that sense of aliveness between people. But in fact, Zoom has made it easier to bring these qualities into sessions. The screen almost provides a safe sense of distance for people, making it less threatening for them to bare their soul than if they were sitting in the same room. “Zoom is very effective for

Andrew began Edinburgh’s Sacred Heart parish’s online engagement when he moved its RCIA (Rite of Christian Initiation of Adults) catechism to Zoom – not thinking it would take off. “We were soon organising parish

gathering people together with common interests regardless of geographical location – and it is live, direct and conversational. Over time it’s become clear that a real community has been building, with a sense of journeying together. People are greeting each other at the beginning of sessions and sending personalised messages to the team because they feel they know them. Zoom is enabling community and connection and encounter – in a way that is very integrated into people’s real lives.”

Taking spirituality and parish life online

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JESUIT FUND FOR SOCIAL JUSTICE

Three decades of supporting social justice

Julian Filochowski looks at how Jesuit funds were able to respond quickly to growing need in a turbulent year.

The Jesuit Fund for Social Justice (JFSJ) was established almost 30 years ago as a resource to encourage and support the members and works of the British Province, together with their partners in mission, as they journeyed from reflection and understanding of the newly rearticulated ‘option for the poor’ to an invigorated engagement in solidarity action with the needy and excluded. And this could happen through projects to tackle poverty and initiatives that advocated for social justice in our British contexts, with the necessary funding assistance coming from JFSJ.

The priorities of JFSJ are today closely aligned with the four universal apostolic preferences, particularly those initiatives emanating from the Jesuit network that ‘walks alongside’ the marginalised in our society, and projects focused on caring for our common home, God’s creation.

Some 25 grants totalling almost £100,000 were disbursed during this year. Work leading up to, and following on from, the 2019 Amazon Synod in Rome with its renewed focus on Laudato Si’ , saw JFSJ make a number of ‘care for the earth’ grants. They were principally for educational and campaign materials – and to promote ethical debate in the churches – for the ecological crisis. In particular, they focused on the devastating impact of British companies’ metal mining operations and fossil fuel extraction. Operation Noah, the London Mining Network, and the ‘Journey to 2030’ group were three of the principal beneficiaries that are linked into our Jesuit ‘web’.

JFSJ also made a £6,000 payment for a replacement boiler for the Hope for Southall Street Homeless night shelter and a grant of £5,000 to the Manchester-based social care charity, The Men’s Room, to explore through

theatre and the arts the underlying issues adversely affecting the health of their homeless male and sex worker clients.

In 2020, COVID-19 threw up new challenges for the homeless poor, for migrants and asylum seekers, and for charities responding to people teetering on the breadline. JFSJ offered rapid emergency assistance to existing project partners and put out the message through Ignatian contacts that the Fund stood ready to assist. Food vouchers and bridging subsidies to parish foodbanks were straightforward – including £4,000 to the ESOL School for Refugees and Asylum Seekers at St Aloysius in Glasgow, £5,000 for the homeless support service at Farm Street, £1,000 to Stamford Hill for disposable food containers for hot food distribution, £500 for catering in the Everton area of Liverpool, and £4,300 to Manor Park parish in Newham to set up a food hub.

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The ESOL School for Refugees and Asylum
Seekers at St Aloysius in Glasgow
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JESUIT FUND FOR SOCIAL JUSTICE

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Operation Noah joining Jesuits and young adults at Farm Street Church to
announce the Jesuits in Britain’s divestment from fossil fuels
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Most frequently requested was small-scale finance to provide internet access via smart phones and tablets, together with phone credits and data packages, for isolated homeless people, asylum seekers and families in crisis. Small grants of this kind went to Shadwell Responds in East London, the Farm Street LGBT Community Hardship Fund, The Men’s Room in Manchester, and Hope for Southall Street Homeless.

The pandemic restrictions provoked a special crisis for the L’Arche communities, which look after people with learning disabilities. Around 40 live-in assistants (support workers) were suddenly lost through urgent repatriation by the German government and from furlough or shielding. L’Arche approached JFSJ through St Wilfrid’s in Preston for assistance in the urgent recruitment

of new assistants and £5,000 was swiftly made available for the digital recruitment process.

JFSJ can fund one-off projects and provide seed money for larger endeavours, but it cannot normally cover salaries or offer long-term financial support. It nevertheless seeks to interpret its terms of reference flexibly; it is not risk-averse and it is ready to consider funding for initiatives that would be unlikely to feature in smart donor recruitment brochures. Sex workers, street homeless and asylum seekers may be regarded in some quarters as the contemporary equivalents of the publicans and lepers of Gospel times.

‘Knowing the Right Thing to Do’ is not the same as ‘Doing the Right Thing’. The imperative of the famous pastoral cycle of Cardinal Joseph Cardijn, the

Belgian priest who inspired many Catholic workers and students between the two World Wars is that the ‘See’ and ‘Judge’ components of our communal discernment are intrinsically connected to the ‘Act’ element. However, it seems clear that the response indicated by an authentic option for the poor and an option for creation is the same as ever – we need to See, Judge, and Act.

Pope Francis might be gently suggesting we update those key words into ‘Contemplation’, ‘Discernment’, and perhaps ‘Witness in Solidarity’. Yet amidst the hesitancy and even baulking at the prophetic discipleship Pope Francis is preaching, his words seem abruptly clear: for the least of our brothers and sisters, ‘Just Do It’! JFSJ will be there too – God willing – alongside JRS and JM!

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JESUIT MISSIONS

Love in deeds around the world

Zoe Carruthers looks at some of the 38 humanitarian and development programmes supported by Jesuit Missions in 2020.

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Sudan: the pandemic has worsened food shortages
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If the last year has been difficult for us in the UK, spare a thought for people in South Sudan.

The UN ranks the country at 185 out of 189 of the poorest countries in the world. Food shortages are a common occurrence but the pandemic has made a bad situation even worse. Mary is one of the people affected. She said, “During the lockdown, there was a shortage of food and increased food prices. Many people starved and suffered. Jesuit Missions supported us and we received food that kept us going during those difficult days.”

Mary is one of the tens of thousands of people helped by Jesuit Missions during the pandemic. As the international mission and development office of the Jesuits in Britain, we exist to support

the work of Jesuits and their lay collaborators in Africa, Asia, Latin America and the Caribbean. We supported 38 diverse development and humanitarian programmes in 2020, from helping to feed school children in Kenya, to assisting victims of human trafficking in India. Thank you to our many supporters whose generous and steadfast assistance has made this possible.

St Ignatius wrote that “Love shows itself in deeds more than in words.” Jesuit Missions’ vision of the world is one in which the dignity of all people, especially the poor and marginalised beyond our national borders, is defended; and where generosity of spirit, compassionate service and justice are proclaimed in witness to the Christian faith.

Another equally important and pressing issue is climate change, which affects the poorest people the most, despite them having done the least to cause it. Fr Cyprien Razafinandraina SJ, the Director of the Centre Arrupe in Madagascar, has noticed a significant difference in the climate of his country.

“Years ago, Madagascar was called the Green Island because a large part was covered by forest, but nowadays most of our forest is gone. Our land has become poor and drought has destroyed what people have planted. People are becoming poorer and poorer.”

Jesuit Missions is supporting a Centre Arrupe project called Life and Environmental Education (LIFEE). Fr Cyprien says, “Our problem is a

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JESUIT MISSIONS

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Madagascar: people are becoming poorer and poorer
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vicious circle, but the primary cause is human beings.” The LIFEE project teaches people to respect the environment and run reforestation campaigns. In order to help people adopt behavioural changes to look after the environment, the LIFEE project broadcasts radio and TV programmes. It also invests in environmental leadership training for committed young campaigners. They act as influencers in their community, helping others to make greener lifestyle choices.

Here in the UK, we too campaigned in 2020 to care for our common home. We joined an online lobby and questioned MPs on what they are doing to help protect the planet against global warming. Last year, we were also looking forward to taking part in the

United Nation’s Conference of Parties (COP26) in Glasgow, but the event has been postponed until November 2021. The COP is a global environmental conference hosted by the UN every year, attended by world leaders, scientists and climate change activists.

The Jesuits are committed to working for a reduction on global warming and climate justice for people living in poorer countries. The commitment to care for our common home echoes the message of Pope Francis in Laudato Si’ when he points to the “inseparable bond between concern for nature, justice for the poor, commitment to society, and interior peace.”

Throughout 2021, we will be actively working with Jesuit organisations and others to campaign around the COP.

We would love you to get involved. Simply sign up to receive our online communications. See our website below, and you won’t miss a thing!

Jesuit Missions is looking forward to 2021 with hope and energy. We will continue to support our international Jesuit partners working in some of the world’s most vulnerable communities. We will join our voice to the many others campaigning for climate justice at the COP26 Summit in Glasgow in November.

Please join our efforts. You can keep up to date with our latest news throughout the year by visiting jesuitmissions.org.uk and signing up to our online communications.

jesuit.org.uk 15

JESUIT REFUGEE SERVICE

Finding new ways to respond

Megan Knowles looks at how Jesuit Refugee Services found new ways to offer remote support during the pandemic.

The COVID-19 pandemic turned the world on its head for so many of us. For JRS UK’s refugee friends, who always struggle to meet basic needs and regularly rely on precarious couch-surfing arrangements for a roof over their head, it brought particular challenges: many places they would normally get support were forced to close, and it became increasingly difficult for people to stay with friends. A community already vulnerable was pushed yet further to the margins. At the same time, JRS wasn’t able to

operate in the way it had before: bringing people together at the day centre, in detention, or at face-to-face activities in Wapping. We have always sought to go to the margins, meeting the needs that are not being met elsewhere. In March 2020, and over the year since then, that meant adapting fast, with openness and flexibility. We had to find new ways of offering remote support to our friends in these unprecedented times.

With the JRS Day Centre, and others

like it, forced to close overnight – the initial crisis was one of survival. We instigated an Emergency Response Team to deliver emergency food parcels and toiletries to refugee friends across London where they lived – avoiding the increased infection risk of travelling. The support quickly became a lifeline. As Basirat, one of the refugee friends who relies on JRS’ support explains: “Getting food was priority number one for me. I’m getting food from JRS, and most of my friends they get food from JRS too. They give me

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Making up food parcels at the JRS centre to be
delivered to refugees in London
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16 Jesuits Annual Review 2019-20

JESUIT REFUGEE SERVICE

them simply to accept whatever handout they are given. It means they can buy fresh food, because our food parcels, and those of others services, contain mostly long-life non-perishable food.

Alongside all of this, we continued to offer pastoral, practical and legal support remotely, via phone and email; and our activities coordinator ran a wide range of creative activities over Zoom. This helped to reduce isolation and has kept community alive during the pandemic, which has presented as many emotional and spiritual challenges as it has material ones. It helped refugee networks of mutual support to continue.

Refugee friends welcoming a delivery to their doorstep

Whilst we don’t know what the next year holds, we find hope in the community that has found ways to continue supporting one another in changed times.

enough food for the family. And toiletries too: shaving powder, deodorant, face masks – I can’t mention it all. They give me enough. Many things I can’t buy for myself.”

We began offering regular mobile phone and data top-ups so that people could stay connected in a world where we were suddenly prevented from meeting in person. This invaluable support meant people could stay in touch with friends and family over an especially difficult period. It also meant they could contact solicitors, GPs and support workers and so keep engaged with their asylum cases; and by offering data and therefore internet access, it allowed people to get up-to-date news and information, as well as use emails. This is in a context where many normally rely on WiFi access at centres, including JRS’, that had to close.

As our friends faced increased hardship, giving emergency grants in cash was, practically speaking, pretty tricky, and also may have posed a risk of infection. We developed a new system of pre-paid cash cards on which we now give grants of £15 every two weeks. This gives refugees back a measure of agency rather than leaving

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JRS volunteer delivering emergency food and
toiletry parcels to a refugee friend
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jesuit.org.uk 17

PRAY AS YOU GO

Lighting up the world

Over the last fifteen years, Pray As You Go has helped millions of people around the world. Emma Holland explains how the ‘Light up a Language’ campaign aims to help more people to deepen their relationship with God.

On 1 March 2021, Pray As You Go turned fifteen. What started as a simple way to pray on your way to work is now available to hundreds of thousands of people all over the world, in ten languages. Each language has adopted their own culture, music and style; you get a different feel from each one. The languages currently available include: English, Dutch/Flemish (Bidden Onderweg), French (Prie en Chemin), Hungarian (Napi-útra-való), Polish (Modlitwa w Drodze), Portuguese (Passo a Rezar), Spanish (Rezandovoy), Ukrainian (iMolytva) and Vietnamese (Phút cãu nguyên). Some versions naturally stretch over to other continents of like-languages, drawing audiences from further afield such as parts of South America and Africa, Australia, the US and more.

When countries around the world first went into lockdown in March 2020, we were able to adapt quickly and creatively. In the initial days and weeks, a wealth of new content was generated and reached our audience who had more of an appetite than ever for online faith resources.

We devised the ‘Pray As You Stay’ series for people in self-isolation. We also created ‘Healing Hands’, a prayer guide for healthcare workers, written by Fr Paul O’Reilly SJ.

Users reached out to us with their responses. One hospital chaplain wrote: “I nearly wept while watching through the window of a room while a nurse, all covered in PPE gear, played a prayer for the patient and I could just barely hear it through the glass. The nurse was so happy to be able to do this.”

An emergency medical technician for a

fire department explained: “Through the many trials I have seen in my life your daily guides and prayers have been paramount in helping me. I thank you as a first responder that you’ve made your latest prayer for persons like myself as we are about to begin our shift or after.”

who were very close to the blast. We launched our ‘Light up a Language’ campaign with the hopeful aim of supporting not only Fi Tariqi Osally, but also other new language versions on the cusp of joining the international PAYG family.

We are working closely with all the other language versions PAYG, strengthening our ties as a collaborative family, discerning our joint calling, sharing ideas and content, and encouraging one another towards a greater global reach. In a world facing fragmentation at the hands of political decisions and separation owing to global restrictions, there couldn’t be a more poignant moment to answer God’s call of drawing nearer to each other and, in turn, helping the world to pray.

The tenth and most recent language to join the PAYG international family was Fi Tariqi Osally (‘on my way, I pray’), the Arabic version in 2019. This has been the most ambitious and collaborative language creation yet. Fi Tariqi Osally is a joint project between CLC (Christian Life Community) Egypt and the Jesuits of the Near East, based in Beirut. In August 2020, we were all shaken by the sight of the explosion in Beirut, particularly holding in prayer our Jesuit friends and collaborators,

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Helping the world to pray
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18 Jesuits Annual Review 2019-20

HOMELESS OUTREACH

Taking the Church to the streets

Jen Copestake , Project Coordinator for the Central London Catholic Churches homeless service based at Farm Street explains how the project stepped in during the first lockdown in April 2020 as an emergency response to the needs of the growing number of homeless people on the streets of London.

and who told us about their experiences.

We have now moved the service to Farm Street, providing an indoor sit-down food service twice a week, with generous support from local businesses, many of which are struggling themselves. Local partners include the Connaught Hotel, and restaurants including Delfino’s, L’Autre, Misto, Daylesford, Folie, Da Maria, the Life Goddess and Whole Foods supermarket. We have also raised funds to help support restaurants that have suffered economic hardship during this time.

Jen (fourth from left) and Fr Dominic (third from right) with members of the Central London Catholic Churches group

Under the leadership of Fr Dominic Robinson SJ, Parish Priest of Farm Street church, a group of volunteers came together from several central London Catholic churches, including Westminster Cathedral, Holy Apostles, Pimlico and Holy Redeemer, Chelsea. We worked closely with Westminster City Council, Caritas Westminster and the Sikh charity, Nishkam Swat.

refreshments and offered anyone who needed it clothing and other essentials as well as appointments for showers and advice on medical services and emergency accommodation.

As the lockdown gradually eased over the summer we were asked to provide an indoor shower and food service in Golden Square, Soho. This was based in Our Lady of the Assumption and St Gregory and was supported by nearby Whole Foods who provided fresh food and drinks.

Many of the usual places where homeless people would ordinarily have gone for comfort were closed at this time, included public toilets, restaurants and cafés, churches, leisure centres and day centres.

Here we were able to spend more time with each guest and find out how they were living during the lockdown. We met several people who were homeless for the first time as a direct result of losing their jobs during the pandemic. We met people living in cars and parks

We started our work under the Fourth Plinth in Trafalgar Square where we met 150-200 people per day, five days a week. We had a van filled with

Our team of volunteers has grown to more than 80 people from churches across the Westminster Diocese. We are providing additional services for our guests including a creative writing workshop and are looking to start art therapy and music appreciation classes in the coming weeks. Access to counselling is available through a partnership with the Wilfrid Faber Counselling and Support service at the Brompton Oratory.

The pandemic gave us the opportunity to come together as a church in the streets of London when our churches were closed. Seeing God in the faces of our guests and in the kindness of our volunteers was a tremendous blessing in a time that has been extremely isolating and challenging for all. Assuring people living on the streets that they are not alone in this difficult time was, and remains, a grace.

jesuit.org.uk 19

ST IGNATIUS COLLEGE

A year of celebration and introspection

As headteacher Mary O’Keeffe explains, the academic year of September 2019 to September 2020 was surely one of the most eventful years in the history of St Ignatius College, Enfield.

On 10 September, we were honoured that Fr Provincial, Damian Howard SJ celebrated Mass for our community of 1,200 people to mark our founding in Stamford Hill on the same day in 1894 when the school started with 40 students, two fathers and a dog. Later that month, we hosted a formal dinner for over 200 alumni and guests at the College. Thankfully, our anniversary Mass at Westminster Cathedral took place in January 2020 before the COVID-19 pandemic transformed our lives. This was the first time that the College had been to Westminster Cathedral and it was a truly momentous and memorable event, one which students deeply valued. We felt very loved and supported by the Society as so many Jesuit priests joined us to concelebrate Mass with Bishop John Sherrington and past student, Bishop Peter Doyle who shared his memories with us in his homily. This was also a year of renovation, with the Society generously supporting a number of significant building developments at the College: the refurbishment of our swimming pool and the relocation of the Sixth Form to the main school.

In Autumn 2019, we were inspected by OFSTED under the new framework. While an Ofsted report can never fully capture the life of the school, we were pleased that there were glimpses of the true life of the College in the brief report – our aim to nurture men and women for others. The work that we’ve been doing on the curriculum, teaching and learning, and the progress that our students make was also acknowledged in the report which judged the school to be ‘good’ in Ofsted terms.

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Students listening to David Lammy MP talk about his
experience of being black in England today
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In March, with the arrival of the COVID-19 pandemic, like everyone else, we were plunged into a very different way of living and working. In normal times, many of our families struggle financially and so the pandemic has hit us especially hard. Thankfully, our pastoral systems are well established and families received and continue to receive as much support as we can give them including digital devices, food hampers and food vouchers, and regular phone calls to check on wellbeing, to name just a few.

racist community: one that lives our faith and makes the world a better place: we had a #BlackLivesMatter day in June 2020 for staff and students with an address from international saxophonist Nate Holder; Sixth Form students spent a term focusing on race issues; Labour MP David Lammy spoke to us about his experience of being black in England today; we had workshops from actor Duayne Boachie who has starred in the TV series Hollyoaks; and the team at Holler inspired students with stories from black history, spanning from the Egyptians and other ancient civilisations through to the Tulsa race riots in 1921, the Black Wall Street and to the inventors, innovators and activists of today.

In May, with over 75% of our community identifying as black, the horror of George Floyd’s killing shook us to our core. But it was a catalyst to explore the uncomfortable reality of the injustices of racism from unconscious bias and micro aggressions to open discrimination and, as importantly, to celebrate black culture. There are clearly huge moral issues that we need to confront. We are working hard to become a truly actively anti-

These are exciting times as our community continues to thrive and we embark upon what we hope will be at least another 125 years of Jesuit education in North London.

20 Jesuits Annual Review 2019-20

CHAPLAINCY

Chaplaincy in the time of Coronavirus

In his first year as a university chaplain, Fr Kensy Joseph SJ has supported students through the unexpected challenges of an eventful year.

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Fr Kensy offering ‘ashes to go’
at the university
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Fr Kensy standing in front of ‘Old Joe’ - the world’s tallest freestanding clock tower at the University of Birmingham

I started as the Catholic chaplain at the University of Birmingham’s Multi-Faith Chaplaincy in November 2019. An inclusive space for prayer, meditation, relaxation and worship, as well as other activities, the centre is staffed by a number of faith leaders from different religions. I am one of 4 Christian chaplains based here, along with a Rabbi. In addition we have visiting Christian Orthodox, Lutheran and Seventh-day Adventist chaplains, an Imam, a Jewish Progressive Rabbi as well as Buddhist, Hindu and Quaker chaplains who are not based on campus, but meet with students, work with societies and run events at the University.

University chaplaincies offer a unique pastoral setting because of the high turnover of the student population, and the arrival of the pandemic has presented particular challenges for students.

In the weeks leading up to the March

lockdown, student activities were getting increasingly restricted and, as chaplain, I was issuing new rules on a weekly basis for worship and use of the chaplaincy. Things changed almost overnight on March 23rd. Once the lockdown began, I started streaming daily and Sunday Masses from the Jesuit community at Harborne, Birmingham – including the Holy Week services, assisted by the members of the community. We had viewers from around the world (including South America, the Philippines and Israel) on Facebook live.

Using Zoom and Google Meet, I was able to help students to maintain their mental health and connection with the church with daily prayer, a book club and social activities, and engaged with student groups such as CathSoc to provide opportunities for spiritual growth and socialisation.

One unanticipated ministry was to those members of the university

community who lost loved ones during the lockdown and were unable to attend their funerals. I streamed Requiem Masses, which were attended by extended members of the family from around the world: the United States, Australia, the Middle East, etc.

The new academic year has seen further challenges. The confusion over A-level results and admissions, the continued mental health effects of lockdown, the loss of normal “rites” of university life such as graduations and Welcome Week – all of these mean that mental health is a great ongoing concern for chaplains and university staff. Even when public worship has been permitted (with adequate safeguards against transmission of the virus), the number of students attending services has been low. Whether this is a temporary effect of caution against the virus or whether this decrease will be long term, only time can tell.

jesuit.org.uk 21

SAFEGUARDING

Tailoring support

Laura Andre looks at a new independent support service that Bridge to Support is providing for survivors of abuse in Scotland.

The Forth Bridge represents an important milestone in helping to connect the people of Scotland with each other

In April 2020, just after the UK entered its first Covid-19 lockdown, Health in Mind, a Scottish mental health and wellbeing charity, launched ‘Bridge to Support’, a new service for survivors in Scotland of abuse by a Jesuit, a member of their staff, or a volunteer.

Bridge to Support provides the chance for people to access support, and process the trauma of what happened and the impact it has had on their lives. It’s free, and we work together with people to help them find the support that is right for them and that will help them achieve their goals – whatever they are.

The support available is tailored for each person and can include, but isn’t limited to, counselling and psychological support. For some people, their focus may be on

rebuilding their confidence and focusing on their relationships, while for others, they may be looking to build essential life skills.

Health in Mind has been promoting positive mental health and wellbeing in Scotland since 1982. We are a traumainformed and trauma-skilled organisation with specialist experience in supporting survivors of abuse. This means that all our staff have the knowledge and skills to make a positive difference to the lives of those who have been impacted by trauma.

We also run Trauma Counselling Line Scotland – a free telephone and video counselling service for adults in Scotland who experienced abuse in childhood. We provide a range of trauma support in Edinburgh and the Lothians, and provide trauma training to other organisations across Scotland.

When setting up Bridge to Support, we recognised that it was important to let people know that the service is delivered independently by the team at Health in Mind. By being independent, it offers a place for people who may not be ready to reach out to the Society of Jesus and still allows them to receive the support that they need through our qualified staff.

We know that reaching out and taking the first step towards accessing support can be difficult. We’ll always listen in a warm and open way. In all that we do, we want to ensure that people who come to us feel listened to and heard.

FIND OUT MORE

bridgetosupport.org.uk

22 Jesuits Annual Review 2019-20

VOCATIONS

Opening the path to vocations

Fr Jim Conway SJ has faced the daunting challenge of accompanying those enquiring about vocations in their discernment, and of finding a way to take these deeply personal conversations online.

In the beginning, I was very worried about how to keep in contact with the enquirers and candidates who I was in the process of accompanying in their discernment. I couldn’t envisage taking online those personal conversations where I would normally be sitting opposite someone in a room – and able to pick up that subtle body language that can speak so deeply of someone’s inner state.

These initial chats can feel very strange for the person sharing experiences that aren’t easy to articulate at the best of times – never mind via a virtual platform. These are men beginning to share experiences that can be quite difficult to articulate and it’s not easy to open yourself up to somebody you don’t know. However, these conversations went surprisingly well and gave me the confidence to nurture these relationships online – even now, there are some men that I regularly speak to who I’ve only ever met on Zoom.

This has also given me the confidence to be more ambitious with other virtual activities and to make a virtue out of using Zoom. It’s been so easy to use online groups to introduce the enquirers to other men, often scattered around the country, who are all asking similar questions, so they can see they are not the only person thinking about these issues.

Zoom lets people dip their toe in the water. It allows a bit of anonymity for those people who don’t want to stand out but can take a bit of a back seat and listen before they choose to participate more actively.

We have had great success with our virtual “come and see” events: monthly one-hour sessions on an aspect of vocations with a Jesuit in formation, be he in Paris or in Toronto.

have to worry about accommodation capacity and the candidates didn’t have to think about travelling down from wherever they were living. We also brought in Jesuits from around the Province together with some of the scholastics in Paris whose commitments would ordinarily have precluded them from attending such a weekend gathering.

When I had to cancel a residential weekend for enquirers in Clapham, to which we would usually have invited a maximum of five people, we were able to move it to Zoom and bring thirteen men together one Saturday. We didn’t

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Fr Jim Conway SJ
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jesuit.org.uk 23

VOCATIONS

Know thyself: ortunit an opp y to explore

Fr Dexter Grey SJ , the Provincial Superior of Sri Lanka and Pakistan, unveils a new novitiate, part funded by the Jesuits in Britain, that will provide a multi-cultural outlook for novices from across the region.

silence, but also has space for recreational activities such as basketball as well as plenty of opportunities for gardening and for creative work.

The new novitiate at Heraliyawela was constructed in a fifty-acre coconut estate that was donated to the Sri Lankan Province by the family of the late Fr Richard Pieris SJ, who was a member of the Province. With a capacity of 24 novices the Deham Sevana novitiate caters not only for Sri Lanka, but also for novices from elsewhere in the South Asia region, particularly Pakistan and Bangladesh – as well as novices from elsewhere – who would like to do their novitiate in Sri Lanka.

cultural outlook and also promotes an international dimension to their interaction, helping the candidates to learn to live and work together and thus lead to a community experience.

The novitiate offers the normal two year programme which embodies both informational and experiential dimensions as well as a suitable environment (physical and psychosocial) to empower the candidate to achieve a human and Christian maturity. The programme encourages novices to share each other’s religious and cultural values, customs and manners, which the candidates bring from their homes, villages, parishes, schools, seminaries and countries. This lays a good foundation for a multi-

There is also a pre-novitiate programme that takes candidates through the three stages of ‘selfawareness’ – to better know himself; ‘vocation’ – to know what he hopes to become; and ‘discern and decide’ – to help him make that decisive choice as to whether he is ready to take up the responsibility or not. As well as visits to Jesuit missions in the field, the candidates are given opportunities to explore their talents through music, elocution, singing, reading, and the use of electronic media.

Work began on the complex in October 2018 and was finished just over two years later in December 2020. The centre provides an atmosphere that is ideal for prayer and

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The new novitiate has capacity for 24 novices
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24 Jesuits Annual Review 2019-20

REFERENCE AND ADMINISTRATIVE INFORMATION

Reference and

administrative information

Trustees The following trustees are in office Nicholas Austin SJ as at 8 May 2021 and served Roger Dawson SJ throughout the financial year Damian Howard SJ (Provincial and Chairman) 2019-2020 Kensy Joseph SJ Keith McMillan SJ (Treasurer and Secretary) Paul Nicholson SJ (Socius) Dermot O’Connor SJ Matthew Power SJ Stephen Power SJ David Smolira SJ Principal address 114 Mount Street, London W1K 3AH Auditor Haysmacintyre LLP 10 Queen Street Place, London EC4R 1AG Bankers HSBC Bank plc 60 Queen Victoria Street, London EC4N 4TR Lloyds Bank plc 39 Threadneedle Street, London EC2R 8AU Main Investment Managers AXA Framlington Investment Management 155 Bishopsgate, London EC2M 3XJ Cazenove Capital Management 12 Moorgate, London EC2R 6DA CCLA Senator House, 85 Queen Victoria Street, London EC4V 4ET Comgest Asset Management International Ltd 2 Grand Canal Square, Dublin 2, Ireland Cordea Savills 33 Margaret Street, London W1G 0JD Generation Investment Management LLP 20 Air Street, London W1B 5AN Estate Managers Youngs RPS (incorporating Stanton Mortimer Limited) Priestpopple, Hexham, Northumberland NE46 1PS Insurance Brokers PIB Insurance Brokers Poppleton Grange, Low Poppleton Lane, York YO26 6GZ Solicitors Stone King LLP 13 Queen Square, Bath BA1 2HJ

jesuit.org.uk 25

2019–2020 TARGETS

Our short-term targets ~~for 2019-2020~~

A reminder of what short-term targets we set ourselves in 2019-2020 and a review of how we performed, i.e. what progress has been made

Target set
Progress made
Governance
Formation and Development of the Apostolic Body.
Communications
Recruit a Communications and
Media Manager and a Website and
Digital Media Manager
Set in motion the renewal of the
Province website
Develop a media strategy
Development of the Province
Recruit a new Fundraising Manager
Discern the future of the Jesuit
presence in Scotland
Divest completely from companies
that have extraction of fossil fuels
as part of their primary business
Rationalise our London housing
provision for Jesuits
Both a Communications and Media Manager and a Website and Digital Media
Manager were recruited during the year and have set about rebuilding the digital
and communications capacity.
We have entered into a collaborative partnership with Peter’s House, to equip
the Province, to better engage with generations across the whole demographic
pyramid and to provide a digital offering across spiritual retreats, meditation,
discernment, daily prayer, volunteering, ecological conversion and social justice.
We are in the process of developing a sustainable roadmap to an ambitious
digital future. Key to this success has been providing support across the Works
and increasing effective collaboration.
A new Fundraising Manager was appointed in March 2020.
An extended discernment exercise resulted in a decision to maintain a two-city
presence in Scotland and to strengthen that Jesuit presence by a renewal of
personnel on each coast of the country. Two Jesuits will be missioned with the
specifc task of developing outreach to the marginalised.
This was achieved in November 2020 ahead of our target date of 31 December.
Focus of attention is now being placed on checking the progress being made, by
the companies we invest in, towards becoming carbon-neutral.
London housing requirements are being monitored. Where a house becomes
available, it is being offered to other charities for their use, provided that it helps
the Trustees to meet the objectives of the Trust.

26 Jesuits Annual Review 2019-2020

2019–2020 TARGETS

Safeguarding

Arrange for the publication of the Safeguarding Commission’s minutes and annual report

Publication of these documents has been delayed but it is hoped that these will be published on the website in the near future.

Agree with the Jesuit schools a Statement of Collaboration and establish the working arrangements and actions arising from this

The Statement of Collaboration (relating to Safeguarding) was agreed in all Jesuit schools in England and Wales, with agreement in Scotland outstanding.

Procure and install a new records system

A new electronic records system was procured during the year. We have started using this system, but application of all its functionality and the digitalisation of historical records has been delayed owing to COVID-19 restrictions.

Promote the ‘Bridge to Support’ outreach project to victim survivors of abuse in Scotland

Owing to COVID-19 restrictions the launch of ‘Bridge to Support’ occurred through virtual means and on social media. There has been strong take up by targeted partners to the webinars used to introduce it, and promotional materials are posted on all relevant Jesuit websites and social media pages. Work is proceeding to make the project better known in the appropriate networks.

Parish ministry

The British Province’s Pastoral Assistant gathers representatives to meet regularly to review pastoral activities in the parishes and chaplaincies we run.

Take over responsibility for a third university chaplaincy

Fr Kensy Joseph SJ was appointed chaplain to the University of Birmingham by Archbishop Bernard Longley in November 2019. Since March 2020, ministry has been shifted online through streamed masses, video reflections and interviews, group activities over Zoom, etc.

Education

The work of Jesuit schools is supervised by the Jesuit Institute. The higher education sector has its own delegate.

Continue the implementation The numbers of postgraduate students increased. A Communications Officer of the Campion Hall Strategy by was appointed, a Communications Strategy was developed, and a new website focusing on increasing postgraduate was launched in Michaelmas 2020, including a section for prospective students. student intake, developing a Reshaping the library went forward with significant acquisitions in four areas critical communications strategy, renewing to the Hall’s students and research. The Pedro Arrupe Fellow in Forced Migration the website, reshaping the Library Studies was awarded a major grant to study social cohesion between refugees and Collection, and pursuing research hosts in refugee camps in Lebanon and Kenya. A conference on Ignatian Spirituality in areas such as Ignatian Spirituality, and Integral Ecology in March was postponed due to COVID-19. Research Refugees, and Integral Ecology continued in these areas though e.g. in the Gift of Discernment Symposium and the publication of the previous year’s conference on the Discerning Church in The Way journal. Complete and evaluate the first Five students completed the MA course in September 2020, with eight students year of the MA Theology, Ecology starting the new academic year. Due to the impact of COVID-19 on university and Ethics course funding, a joint evaluation of the course with Roehampton University is in progress, with a view to deciding whether to extend the programme beyond September 2021.

jesuit.org.uk 27

2019–2020 TARGETS

Explore the possibility of other MA programmes being run from the London Jesuit Centre

Discussions are ongoing with both Roehampton and other universities.

Launch the Laudato Si’ Research Institute at Campion Hall, Oxford

The Laudato Si’ Research Institute moved into its premises; convened its advisory boards; appointed Research Fellows, an administrator, a Director of International Development and a communications officer, worked on a new website, drafted a strategic plan, gained substantial grants and began its research and related outreach activities. The international launch and conference was postponed due to COVID-19.

Formation

The formation of young Jesuits is supervised by a Delegate of the Provincial.

Launch a vocations campaign Over the past year, we have been working with a web developer, Peter’s House,
to produce video and digital material for the new website and social media
platforms. Printed publications have also been drafted. During the pandemic,
the Promoter has held monthly events online and regularly meets enquirers
interested in a Jesuit vocation.
Obtain planning permission for Planning permission has been granted and a contract awarded to rebuild
the rebuilding of the novitiate at the Novitiate in Birmingham. The Community moved to Oscott Seminary in
Manresa House, Birmingham and September 2020, where it is expected to be based until February 2022.
appoint contractors
Set up a new Formation The Commission has been set up and has had termly meetings. As well as
Commission tasked with renewal reviewing the different stages of formation, from novitiate to tertianship, it is
of the Province’s Formation policy preparing a new Formation Handbook.
Launch a Summer Academy for Plans for this had to be postponed when the COVID-19 pandemic made such
Jesuits in Formation pilot project international meetings impracticable. It seems unlikely that it will be possible
at Campion Hall, Oxford to run such a meeting in summer 2021 either, but the idea remains under
consideration.
Host the European Jesuits in Again because of the pandemic, plans for this meeting had to be radically
Formation [EJIF] summer meeting adjusted. The British Province did nevertheless host a successful three-day online
meeting of Jesuits in formation from across Europe.
Appoint a Delegate for Continuing Frank Turner SJ, Superior of the Campion Hall Jesuit community in Oxford, was
Formation appointed as the Delegate for Continuing Formation, and has so far organised
and hosted a series of online seminars open to all members of the Province.
Set up the Advisory Council on This Council was set up, and has so far met four times (although, because of
Mission and the Apostolate COVID-19, the last two of these meetings have taken place online). Topics
discussed have included Province management structures, communications
policies, and the online Province retreat held in summer 2020.
Roll out media support and We have held a news-writing workshop for a number of our Works and given
training social media training to our Paris scholastics. We have also helped parishes fnd
solutions to live-stream supportive talks, retreats and other online events, and
encouraged Works to market themselves digitally.

28 Jesuits Annual Review 2019-2020

2019–2020 TARGETS

Social justice and the relief of poverty

Work for the poorest is carried out in parishes and also in our projects for the marginalised.

Produce a resource on ecological conversion and transition

A booklet with a focus on practical steps to implement the call to an ecological conversion was produced and distributed in Advent 2019 to all Jesuit Works and Communities, who were then asked to reflect on what steps they themselves could take in this process.

Set up a project at Jesuit Missions to engage investment communities in pursuit of ethical and impact investment

The project is to relate the Jesuit programmes and partners supported by Jesuit Missions with the impact companies, in which we invest, can have on those poorer parts of the world, thereby having direct advocacy possibilities for the reviewing of the ESG performance of those companies. These have not been simple connections to make, and we expect to have to revert back to a more direct analysis of companies and their impact with a view to future investment.

Explore uses for one of our properties in Wimbledon

A lease has been granted for use of one of our residential houses to Grief to Grace, a Charity which provides specialist 5-day residential programmes of spiritual and psychological healing for those who have suffered abuse, as well as ongoing support, education and training in these areas.

Support the ‘Breaking Boundaries’ project in partnership with the Centre for Catholic Studies, University of Durham

This important and innovative project is now advancing well. In addition to financial sponsorship, we have also provided for the contribution of a former Provincial to the guidance of the project.

Begin a JRS project to support people leaving detention, including a peer support group and one-on-one emotional support and accompaniment, and review the progress of the project in summer 2020

A Jesuit Refugee Service post-detention support project began in October 2019. This has supported 85 people with one-on-one emotional support, accompaniment and casework. A smaller number of individuals (2-5 friends) also participated in a peer support group. The development of the project was hampered by the COVID-19 pandemic in March.

Begin an additional JRS drop-in session in Harmondsworth and review its impact on numbers served and our internal capacity

An additional morning drop-in session began in Harmondsworth in November 2019. Up until March 2020, when detention centres closed to visitors as a result of public health guidance, the JRS team had 860 interactions with people, an increase of 98 on the previous six months.

Develop a new JRS accommodation project for destitute asylum seekers in collaboration with the religious congregation, the Holy Family of St Emily, with a view to opening the project in 2020-21

In 2019-20 JRS obtained planning permission to proceed with this project and secured capital grants for the works. Building work has now begun and the project is on target to open in the current financial year.

Publish a new JRS research and advocacy report on the experiences of people who have been detained

A research report, “Detained and Dehumanised,” was published in June 2020, and key findings from the research were covered in the Observer newspaper. Our report was sent to MPs ahead of debates in parliament relating to a time limit for detention, first in the Commons and then in the Lords and our research was referred to by four MPs. The story of one refugee friend interviewed for the research report was also animated and made into a film to help us communicate the findings of the research to a wider audience. We have taken up invitations to present the report’s findings alongside other prominent human rights campaigners.

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2019–2020 TARGETS

Develop and roll out a new JRS casework management system across all service areas including migration and cleaning of data in accordance with GDPR requirements.

The new case-working database was developed and rolled out to all service areas in 2020 as planned, in spite of the pandemic, creating immense pressure on the team. The database supports remote working well.

Care of infirm and elderly Jesuits

The care of elderly Jesuits mainly takes place at our houses in Boscombe and Preston. The Provincial’s Delegate for healthcare works with the Superiors of those two houses.

Review succession planning requirements for our healthcare teams

This was put on hold during the COVID-19 pandemic, but will be revisited in the near future.

Spirituality

The Province’s work in spirituality is carried out under the direction of a Delegate of the Provincial.

Bring together key members of the Fifty Jesuits and key partners in mission took part in an online retreat. Daily apostolic body for a retreat in July input was given by papal biographer Austen Ivereigh, and participants were 2020 accompanied individually, and shared in small discernment groups. As well as a much-needed chance to meet and get to know others in the Province, the retreat provided a chance for the apostolic body to deepen its sense of the shared mission of the Church under the leadership of Pope Francis, and to discover the unique character of the Province’s contribution to that mission.

Continue to the next phase of the The west wing of St Beuno’s was refurbished including a new entrance, development of the St Beuno’s administration offices, a Community Room, team accommodation and a building and grounds new boiler house. Additionally, structural and stonework repairs have been completed on the exterior of the building.

Work overseas

The office that coordinates this work is that of Jesuit Missions with its director.

Establish and maintain a large A three-year project with CSA focusing on environmental education has been
programme around ‘Care for agreed; a two-year project with JCED Malawi will help to empower rural
Creation’ with three projects from households to access clean energy via micro-gasifer technology; a recently
CSA Madagascar, JCED Malawi and completed one-year project in Mbare has installed solar energy sources thereby
St Peter’s Zimbabwe reducing energy costs and the impact of power outages.
Establish and maintain a programme We have agreed Social Justice projects with Lok Manch (focusing on the
around ‘Social Justice’ with two development and empowerment of marginalised communities to access their
projects with Lok Manch, India and entitlements under Indian law); and with Casa Ricci (a diverse Social Services
Casa Ricci, China capacity building development programme). Both programmes have made
signifcant progress despite COVID-19. Lok Manch incorporated COVID-19
relief into their programme; Casa Ricci was able to complete a child safeguarding
policy and staff training.

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2019–2020 TARGETS

Launch three new partnerships as Research has been done but further action was not possible because of the
part of the Companions in Action pandemic. We will review the programme.
programme
Produce Companions in Action This did not take place.
online resources for primary
schools
Completion of all current parish In spite of the pandemic all parish appeals took place, with the exception of the
appeals by June 2020 with a target appeal at Farm Street. The parish appeals raised in excess of £20,000.
of £13,000 to be raised for the year
to August 2020
Complete consultation ahead of the A consultation process for schools took place during January and February 2020
26 UN Climate Change Conference both in person and online. In early March, senior staff visited all Jesuit Works in
of the Parties (COP26) with Scotland to discuss COP26 events and planning. This resulted in a draft plan for
schools and parishes the event which has subsequently been revised and is being taken forward for
implementation in 2021.

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SHORT-TERM TARGETS (2020–2021)

- - Short term targets for 2020 2021 - what will we do?

A number of targets have been set for the forthcoming year.

Governance

Formation and Development of the Apostolic Body. For the coming year we aim to:

Communications

Development of the Province

Safeguarding

Parish ministry

The British Province’s Pastoral Assistant gathers representatives to meet regularly to review pastoral activities in the parishes and chaplaincies we run. For the coming year we aim to:

• Launch the new Edinburgh Jesuit Centre by acclaimed Scottish historian Sir Tom Devine on St Andrew’s Day, 30 November 2020, and provide a series of rejuvenated online talks, building on the success of its predecessor the Lauriston Jesuit Centre

Education

The work of Jesuit schools is supervised by the Jesuit Institute. The higher education sector has its own delegate. For the coming year we aim to:

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SHORT-TERM TARGETS (2020–2021)

Formation

The formation of young Jesuits is supervised by a Delegate of the Provincial. For the coming year we aim to:

Social justice and the relief of poverty

Work for the poorest is carried out in parishes and also in our projects for the marginalised. Mostly through the work of the Jesuit Refugee Service (JRS) we aim to:

Spirituality

The Province’s work in spirituality is carried out under the direction of a Delegate of the Provincial. For the coming year, we aim to:

Work overseas

The office that coordinates this work is that of Jesuit Missions with its director. For the coming year we aim to:

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FINANCE AND ADMINISTRATION

Finance and administration

Financial Review

Income

Income fell in 2019-2020 by over 5% from £30.8m to £29.1m, despite a one-off receipt of £3.5m relating to the delayed proceeds of a property sale. Investment income fell by 28% and school fees by just under 14%, both as a result of the COVID-19 pandemic. Income in 2016-17 was significantly inflated by the sale of a property in Kensington.

Total income - 5 year history (£m)

----- Start of picture text -----
70
60
50
40
30
20
10
0
2015-16 2016-17 2017-18 2018-19 2019-20
Donations, legacies and other voluntary income Investment School fees Other income
----- End of picture text -----

Total income (excluding one-off property sale) - 5 year history (£m)

----- Start of picture text -----
35
30
25
20
15
10
5
0
2015-16 2016-17 2017-18 2018-19 2019-20
Donations, legacies and other voluntary income Investment School fees Other income
----- End of picture text -----

Excluding these one-off receipts highlights an increased income in 2018-2019 followed by a fall back in 2019-2020. Investment income was considerably higher in 2018-2019, before falling back in 2019-2020.

Taken over a 5 year period the increased income in 2018-19 can be seen as quite an exception.

Charitable expenditure

The Charity’s expenditure on its charitable activities amounted to £30.7m (2018-2019 – £46.1m). The previous year’s expenditure was particularly high following a grant of 20 million euros (£17.7m) to the Jesuit Delegation in Rome for the support of the formation of priests at the Gesù College.

Another large grant was given in 2016-2017 when £18.7m was given to Heythrop College to cover its teach-out and closure costs. However, this proved to be an over-provision, so in 2017-2018 there was a write-back of £3.9m which reduced costs in that year.

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Total charitable expenditure - 5 year history (£m)

----- Start of picture text -----
50
40
30
20
10
0
2015-16 2016-17 2017-18 2018-19 2019-20
Pastoral ministry Education
Formation Social justice and the relief of poverty
Care of infirm & elderly members Spirituality & online ministry
Jesuit work overseas
----- End of picture text -----

Total charitable expenditure (excluding one-off major grants) - 5 year history (£m)

Adjusting for these ‘exceptional’ amounts reveals a much steadier increase in costs over the last 5 years.

----- Start of picture text -----
40
30
20
10
0
2015-16 2016-17 2017-18 2018-19 2019-20
Pastoral ministry Education
Formation Social justice and the relief of poverty
Care of infirm & elderly members Spirituality & online ministry
Jesuit work overseas
----- End of picture text -----

Net expenditure before gains on investments

A net deficit (before investment gains) of £4.4m was recorded during the year, compared with a net deficit of £18.1m in 2018-2019, reflecting the large grant to the Jesuit Delegation in Rome referred to above.

Investments

Investment gains amounted to £35m, which followed on from gains of £26m in 2018–2019. Most gains are unrealised in nature and remain subject to the volatility of equity markets. The growth recorded at year end dates fails to record the huge variations which took place during the course of the year as a result of the pandemic. Fortunately, the value of the investments recovered well by the end of the year. Emphasis has always been placed on holding sufficient cash reserves, so that sell-offs are not required to fund our work at a time when markets are weak, as they were during a significant part of 2020.

----- Start of picture text -----
Investments - 5 year history (£m)
600
500
400
300
200
100
0
2015-16 2016-17 2017-18 2018-19 2019-20
Cash Direct property Property funds Fixed income Equities
£m
----- End of picture text -----

Net movement in funds

The deficit of £4.4m was more than offset by the investment gains of £35.1m during the course of the year. The net result was a positive movement in funds of £30.7m.This followed another net positive movement in funds in 2018-2019 of £7.9m, again entirely due to investment gains.

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The Funds of the Charity

The total funds of the Charity amount to £676.4m compared to funds a year earlier of £645.7m.

Funds fall into three categories:

Restricted Funds: £153.0m of funds are for particular projects, subject to specific conditions imposed by the original donors. These are described in fuller detail in the notes to the accounts.

Designated Funds: £517.0m of funds are designated (or set aside) in order to enable the Society to further fulfil its mission, i.e. the service of faith and the promotion of justice, as described more fully in this report. Although the Jesuit constitution provides that its funds may be built up to promote and endow its colleges and other works, permanent endowment is not allowed to its religious communities whose members have completed formation and are not in care. Jesuits covenant any income they receive to the Trust, so that all salaries, pensions, royalties, personal legacies, etc. are used for the works of the Trust, with the Trust meeting their living costs.

There are four main funds of the Jesuits in Britain, which have been designated to:

By designation of funds, the trustees retain the flexibility to respond to changing needs, while providing a useful method of balancing the different claims on funds.

More information on the designations is given in notes to the accounts.

Unrestricted Funds: in addition to the funds referred to above, general funds of £6.5m are available to support the work of the Jesuits in Britain in the future. These increased from £4.3m during the course of the year.

Fundraising

Many people have played a role in the mission of the Jesuits this year. Some have supported our ministry with a donation. Donating is one of many ways that someone is part of our mission together with their prayers, being part of a Jesuit parish or being connected with one of our Works. Aware of this broader relationship we take our responsibilities to all our supporters seriously, not only to comply with our legal and regulatory duties, but also knowing that our supporters’ donations are also an expression of their faith and their partnership with us in building the Kingdom of God. We are grateful to all those who join us in our mission through our fundraising: individual supporters, grant givers, other religious orders and those who remember us in their will.

Trustees, aware of their

responsibilities under the Charities (Protection and Social Investment) Act 2016 section 13 note the following regarding our fundraising during the year.

During the year we further devolved primary responsibility for fundraising from our central office to the Works. A new Fundraising Manager was appointed in March 2020 to work with our Treasurer to support the Works in their fundraising and an organisational fundraising review was conducted. As well as the fundraising done by the Works, we were supported by a freelance fundraiser with good knowledge of the Jesuits to secure grant funding for building repairs for Holy Name Church in Manchester, this was monitored by the finance director. Trustees receive a fundraising report at each trustees’ meeting.

Regulation

We are registered with the Fundraising Regulator and staff training and the fundraising review referenced the requirements of the Code of Fundraising Practice.

We do not sell or share details of those who support us with another company or charity for marketing purposes. During the year we have begun to review our data protection

policies and practices again to ensure we continue to handle supporters’ data in accordance with their wishes and the Data Protection Act 2018.

Fundraising complaints and vulnerable supporters

There were no complaints received in this period. Aware of the trust placed in us by our supporters, we have had some staff training on being aware of vulnerable supporters. Where we have had concern of a vulnerable supporter this has been escalated within the fundraising team to ensure a more cautious approach is taken in line with the code of fundraising.

Fundraising in the future

Following COVID-19 we are sensitive of the many demands on those who support us and realise that some may not be able to support us in the same way they have in the past. They remain very much part of the Jesuit family and we are grateful for their past support. We are sure that significant demands will be made on us and are grateful to those who partner with us in our fundraising to respond to these challenges with practical and pastoral care.

The Jesuit Archives

The Jesuits in Britain Archives collect, preserve, and make available records concerning the British Province of the Society of Jesus. In 2019-20, the Archives supervised 46 visitors, down from the previous year as from 20 March 2020 the Archives were closed due to COVID-19 restrictions. The Archives were able to continue to respond to remote enquiries and in total dealt with 243 enquiries in 2019-20. Bi-monthly contributions of blog posts to the Jesuits in Britain website continue. Progress to the cataloguing of the collection was unfortunately halted due to the pandemic, but the Archives obtained recordings of oral history interviews carried out by two Jesuits in Formation in spring 2020 and produced transcripts and abstracts for these. The recording excerpts were shared with ‘Jesuit Memories’ on the Jesuits in Britain SoundCloud. In addition, the Archives

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arranged for Chaplains’ Weekly and the plastic negative collection to be digitised and carried out an enquiry feedback and engagement survey. The Archives also provided work experience and volunteering opportunities to 4 individuals considering a career in the archive profession, and took part in ‘Take your Daughter to Work Day’.

Reserves Policy

The level of reserves held is a matter for trustees, who review the reserves from time to time with a view to using surplus funds in accordance with the Trust deed, while also recognising the need to hold reserves in order to underwrite their day-to-day activities. Trustees also take into consideration a number of other factors, namely the reliability of its income, flexibility of costs in terms of whether they are fixed or variable, availability of cash, the requirements to invest in order to deliver its objectives and also the level of reserves in its various designated funds. The trustees’ policy is to aim to hold between 6 months’ worth of premises costs and 3 months’ worth of administration and other support costs, which for the year ended 30 September 2020 equated to £4,435k (2018-2019: £3,376k). General funds at £6,504k improved over the past year and although now well above target are expected to fall within the next few months. The Charity considers this position to be relatively healthy, but as in previous years will continue to monitor reserves closely over time.

Grant-making Policy

Funds are used principally to support work closely aligned with the work of the Society of Jesus, using its various restricted funds to support, for example, the work of the Guyana Region, along with Jesuit works in South Africa and Zimbabwe (both former regions of the British Province and where historical links remain). Trustees do not consider applications from the general public. A number of minor grants are however made to organisations and individuals whose work is aligned with that of the Jesuits in Britain through the Fund for Social Justice.

Investment Policy

The Trust’s investment portfolio is overseen by an Investment Committee. Currently, the portfolio consists of listed investments, cash deposits and investment properties and this is expected to continue. However, the Investment Committee reviews the strategic allocation on a regular basis, the last time having been during 2020.

The equity portfolio is divided between three main managers. Within specified guidelines, the investment managers’ objectives are to maximise total return, whilst providing a level of income advised by the trustees each year. The performance of each manager is reviewed on at least a quarterly basis and changes are made from time to time, if deemed beneficial. Indeed, one of those managers has been replaced since the end of the financial year. As at the year end, the total market value of our investments was £569.3m (20182019: £539.2m).

The year to 30th September 2020 might have been considered a challenging year for investment. Nevertheless, the Trust’s assets performed well.

Including property in the UK, which changed little in value, the capital return on the portfolio was +4.8% over the year (or +3.6% in real terms).

This was helped by good relative performance by all of the Equity Managers. As a result, over the last 5 years the return on assets has been +8.3% p.a. or over 5.6% p.a. real.

During the year, with the advice of the Investment Committee, Trustees asked Investment Managers to widen the range of equities to be more global. This proved to be a beneficial move with global markets outperforming UK markets.

Ethical Investment Policy

Our policy provides a set of principles, looking forward to the type of world which we want to promote through our investments; intentionally investing in line with our fundamental ideals; supporting policies and initiatives in companies that promote the values of Catholic Social Thought, while still earning a just and sufficient return to help fund our Works. Our policy is also

informed by the UK Stewardship Code of the Financial Reporting Council, which promotes seven helpful principles for institutional investors. The trustees work to uphold the United Nations Principles for Responsible Investment within which institutional investors pledge to incorporate environmental, social and governance issues into investment decision-making processes, being active owners across all asset classes.

We do not invest in companies whose products or policies are counter to the values of Catholic moral teaching. Our investment managers screen our portfolios (using agencies such as EIRIS) to eliminate such stocks.

During 2020, the trust divested from fossil fuels; that is to say from all the major energy companies that extract or refine oil, gas and coal. This completes the decision made a year ago which fits with what Pope Francis referred to in his encyclical ‘Laudato Si’ when he wrote “We know that technology based on the use of highly polluting fossil fuels – especially coal, but also oil and, to a lesser degree, gas – needs to be progressively replaced without delay.”

For years now, it has been clear that the continued use of fossil fuels has been badly damaging the planet through the emissions they produce. With the likelihood of restrictions on use, the reserves of these fuels were increasingly likely to become ‘stranded assets’; assets in danger of being regulated as unusable and therefore valueless. The case for divestment makes good economic as well as ecological sense!

Such divestment is just part of a process of decarbonisation of our investment portfolios, along with our Jesuit works and all the properties. Investment managers now have flooded into the trending space of concern for ESG; environmental, social and governance issues. We are looking to greatly improve the standard of reporting on ESG by our three main managers. One aspect contained in reports is that of measuring the carbon footprint of what we hold. However, conventional metrics so far only measure what are called scope 1 and 2 emissions, those for which companies

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are directly responsible. A realistic footprint has to include scope 3, those emissions within the supply chains. Pressure is needed to at least have that figure estimated.

The banking system helps to fund fossil fuel companies and we are at present shareholders in both Barclays Bank and HSBC. This allows us the opportunity to engage directly with those companies. Last year we co-filed on a resolution for the Barclays AGM asking the bank to plan and report on how they are to be compliant with the 2015 Paris accords going forward. This year we are doing the same with HSBC.

A part of the ‘S’ in ESG includes concern for what social impacts are made by the companies we hold in our portfolios, working towards this

being maximised. There are several consultants now who are trying to measure how firms are promoting the UN Social Development Goals (SDGs). This is not in any way an exact science at the moment. However, when we selected a new investment manager in the last few months, we ensured it was one that can help to improve this reporting on the SDGs and, indeed, with all ESG concerns.

There are several other issues that we expect our asset managers to engage companies on, such as paying the living wage, reviewing executive pay, awareness of human trafficking in their work or supply chains and diversity on their governing boards, to name a few. As trusts like ours are limited in the capacity and expertise to follow up

well on all these matters, it is effective for us to work within like-minded networks such as the Church Investors Group, the Association of Provincial Bursars and ShareAction’s Charities Responsible Investment Network. We are concerned to work with and facilitate, if we can, other like-minded bodies in the Church.

Basis for Accounts Preparation

The financial statements have been prepared based on the accounting policies set out after the financial statements and comply with the Charity’s Trust deeds, applicable law and the requirements of the Statement of Recommended Practice (SORP FRS 102).

How we manage our affairs

The Board of Trustees

The Declaration of Trust dated 20 March 1929 provides that new trustees shall be appointed by resolution of the existing trustees. The trustees are incorporated under the Charities Act 2011 as ‘Trustees for Roman Catholic Purposes Registered’ (TRCPR).

As members of the Society, the trustees’ living and personal expenses during the year are borne by the Trust. Trustees receive no remuneration for services as trustees.

The trustees met formally six times during the year.

Trustees are chosen from members of the Society for their experience of the various works of the Trust, as described in this report. Given their considerable knowledge of these works, their induction focuses on the more technical responsibilities of trustees. This is achieved primarily by mentoring within the group, with sessions occasionally given over to discussion of a particular aspect of trustee responsibility, e.g.

the Objects of the Trust. Use is made also of external seminars for ongoing training. The rotation of appointments is made so as to ensure a continuing body of experience within the group as a whole.

Organisational Structure

The overall responsibility for activities of the Jesuits in Britain (the British Province of the Society of Jesus) lies with the Provincial Superior, who is assisted by his Socius and by the Treasurer, and other central office staff. The Provincial, Fr Damian

Howard SJ, meets with a group of Consultors monthly.

Each Jesuit community is guided by a local Superior who has responsibility for the activities of the Province in that locality.

Particular works (schools, retreat centres, etc.) may be the responsibility of a ‘Director of Work’ appointed by the Provincial or by a local governing

body acting on the Provincial’s behalf. It is normal for the Provincial to visit all Jesuit communities and works each year.

Constitution

The Jesuits in Britain are governed by the constitutions of the Society of Jesus and regulated by Canon law. The assets of the Jesuits in Britain are held in the following charitable trusts:

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The Society of Jesus Trust of 1929 for Roman Catholic Purposes has been given charitable status by the Office of the Scottish Charity Regulator (OSCR) under Charity number SC 040490.

The charities are treated as a single charity for accounting purposes (under Charity Registration number 230165), in accordance with uniting directions issued by the Charity Commission.

The Young Priests’ Fund (Charity Registration number 1184304) exists to encourage and support candidates for the priesthood.

Beaumont Educational Trust (Charity Registration number 309142). This is a small fund generating bursaries to be applied in promoting the education of boys and young men in need of financial assistance in accordance with the doctrines of the Roman Catholic Church. Preference is given to those who can claim a connection with the former Beaumont College, Old Windsor. Its trustees are the same as those of the Trust and the two charities are treated as a single charity for accounting purposes.

The von Hugel Charity (Charity Registration number 278966) is connected with Corpus Christi Church in Boscombe. This charity is for the promotion, advancement or support of charitable work or works, at the absolute discretion of the charity’s trustees, in the beneficial area (namely the Roman Catholic parishes of Boscombe and Ilford).

Connected Charities

Mary Patricia O’Halloran Charity

(Charity Registration number 509563) This is a charity set up on the death of Mary Patricia O’Halloran, originally to benefit the poor of the Holy Name Parish in Manchester. The objectives were subsequently widened to serve the poor of the city of Manchester. Recently, Charity Commission approval was sought and obtained for the

Trustees for Roman Catholic Purposes Registered to become a Corporate Trustee for this charity, on the basis that the Society owns and uses Holy Name Church. Approval was given on the understanding that the funds would be kept separate and the charity has not been consolidated into these accounts.

Heythrop Institute

(Charity Registration number 312923) Heythrop College operated as the specialist Philosophy and Theology College of the University of London from 1970 until its closure at the end of January 2019. During 2019, the Society of Jesus, which originally founded the College before setting it up as an individual charity in 1970, took back control of the charity through appointment of its trustees. A change to the Royal Charter was granted by the Privy Council in February 2020, along with a change in name to the Heythrop Institute. These will allow the charity to operate again in some limited form. The charity has not been consolidated into these accounts.

Committee Structure

Five main committees are appointed by the trustees to assist in their work.

Investment Committee

The principal role of the Investment Committee is to give advice on the management of and review the performance of the investment portfolios, while upholding the ethical restrictions on our investments.

The Investment Committee meets on a regular basis as need dictates, but at least five times a year. At each of the scheduled quarterly meetings, one of its Investment Managers appears before it in order to make a presentation reviewing the performance of each portfolio over the previous 12 months, to discuss economic prospects for the forthcoming year and to answer questions. The fifth meeting is dedicated to a review of its ethical investment policy.

Its current members are: Mrs Marta Albert Mr Richard Brumby Mr Timothy Edwards Mr James Holt Fr Keith McMillan SJ (Chair) Fr Christopher Pedley SJ Br Stephen Power SJ Mr Richard Saunders Mr Stephen Withnell

Additional members, who join for the review of its ethical policy are: Fr Nick Austin SJ Mr Paul Chitnis Dr Celia Deane-Drummond Br Geoff te Braake SJ Fr Frank Turner SJ

Finance Committee

The principal role of the Finance Committee is to consider operational financial matters, including accounting, banking, insurance, property, HR and other resourcing issues.

Its current members are: Mr Timothy Edwards Fr Damian Howard SJ (Chair) Mrs Joan Lim Fr Keith McMillan SJ Fr Paul Nicholson SJ Fr Christopher Pedley SJ Br Geoff te Braake SJ

Safeguarding Commission

As required by the Bishops’ Conference and the Conference of Religious, the Province has a long-established Independent Safeguarding Commission with an advisory and oversight remit. The Commission meets five to six times a year to discuss policy, practice and to advise the Provincial and trustees on these matters. It supports the province coordinator, where required, on specific casework matters.

Its current composition is made up of seven lay members and two Jesuits. Their names and backgrounds are as follows:

Mr James Reilly (Chair) Background: Social services and health

Fr Brendan Callaghan SJ Background: Ministry and clinical psychology

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Mr Jim Gallagher Background: Policy and civil service

Mrs Emanuela Federspil-Bernstorff Background: Public relations and Canon law

Prof. Wilson Muleya Background: Social work

Mr Clive Myers Background: Police safeguarding

Fr Peter Randall SJ Background: Ministry and family therapy

Mr Stuart Sleeman Background: Judge (retired)

Mr Richard Powley Background: Social work and adult safeguarding

The Province safeguarding coordinator is Mrs Jo Norman. In the latter half of 2020 Fr Paul Nicholson SJ assumed responsibility from Fr Christopher Pedley SJ for the administration of checks and disclosures under the Disclosure and Barring Service (DBS – England & Wales) and Protecting Vulnerable Groups Scheme (PVG – Scotland). A national electronic system is being introduced in the Province which should streamline this activity.

Safeguarding within the Province covers both children and young people under the age of eighteen and adults considered to be at risk of abuse. The Province, in keeping with the ‘One Church’ principle of having a single common approach, aligns its work with the principles and practices agreed by the Bishops’ Conference (England & Wales and Scotland) and the Conference of Religious. This was reinforced formally in 2016 when the Province adopted its own over-arching safeguarding policy confirming this approach.

The coordinator has responded to 12 concerns raised in the course of 2020. She has supported six victim survivors to access advice, counselling and other forms of support. She has delivered nine of the single-day safeguarding training modules developed in 2016/17 (informed by CSAS training resources) to 122 people.

The work of the Commission has been impacted by the COVID-19 pandemic restrictions. However, the Commission continued to meet virtually throughout 2020. It delayed completion of the update on Adult Safeguarding Policies to enable full engagement with the management of the company providing care and support to the two retirement communities. It also postponed completion of visits to ministries affiliated with the Jesuits in Britain.

The Bridge to Support outreach support project developed with Health in Mind in Scotland was launched in April 2020. In the midst of the COVID-19 restrictions it has been very actively and effectively promoted by its coordinator to a wide range of related safeguarding organisations in Scotland. Whilst this has garnered enquiries from professionals, it is yet to receive an approach for support from a victim/survivor. Project oversight continues through quarterly meetings of the steering group comprising of three staff from Health in Mind, Fr Dermot Preston SJ, Superior of the Jesuit Communities in Edinburgh and Glasgow, the Province coordinator and two members of the Commission. Work is on-going to obtain support from St Aloysius College and its alumni association.

The Commission produced the Statement of Collaboration on Safeguarding in relation to Jesuit Schools which has been adopted by all but one of the 11 affiliated schools. It deliberated upon three policy and practice papers in relation to establishing the veracity of allegations, the application and review of safeguarding management plans (applied to individuals with allegations or convictions of abuse) and on transparency in regard to reporting and publishing. These are being consulted upon with the Provincial prior to consideration by the Province Trustees in 2021.

In the latter half of 2019, a working group was set up to procure an electronic records system. The outcome of the procurement was the purchase and installation of the CPOMS system

as a bespoke safeguarding records system in March 2020. Trustees have recognised that additional administrative capacity is required to initially migrate and then maintain records and support the coordinator in her administrative responsibilities. A temporary administrative assistant is in post pending a permanent appointment.

At the end of 2020 the Commission considered the reports of ICCSA on abuse in the Catholic Church and of the Elliot Review commissioned by the National Catholic Safeguarding Commission on behalf of the Bishops’ Conference of England and Wales. Implementing their recommendations, including changes to the status of the Commission itself will be the focus of the work of the Commission in the first half of 2021.

Health and Safety Committee

An internal committee, consisting of Jesuits and staff members has been formed to provide a forum for consultation and discussion of fire and health and safety matters within the Charity. One of the aims of the committee is to promote a culture of awareness of Health and Safety and of continuing improvement.

Much of the work in the latter half of the year was to monitor and review the response of the various works of the Province to the COVID-19 pandemic.

Its current members are: Mr Timothy Edwards Fr Keith McMillan SJ (Chair) Ms Brenda Micallef Ms Sue Rumble Mr Alec Thorp Br Ken Vance SJ

Mr Bill Blackledge and Br Mick O’Connor SJ also served on the Committee during the year.

The meetings are also attended by representatives of PIB Risk Management.

40 Jesuits Annual Review 2019-2020

FINANCE AND ADMINISTRATION

Risk Advisory Committee

The principal roles of the Risk Advisory Committee are to keep the trustees, who retain overall responsibility for risk management, informed of their understanding of the major risks facing the Charity and the adequacy of their response to those risks. As part of this they will make various recommendations concerning the risk register.

Its current members are: Mr Anthony Carey Mr Timothy Edwards Mr Julian Gizzi Fr Kensy Joseph SJ Fr Keith McMillan SJ (Chair) Br Stephen Power SJ Mr Craig Walton

Risk Management

The trustees face numerous risks, both on a day-to-day basis and over the longer term. These risks relate to an uncertain event or set of events which, should it or if they occur, would have an effect on the achievement of the Charity’s objectives. Risk not only refers to threats (i.e. damaging events which could lead to failure to achieve objectives and potentially have negative impacts), but also to opportunities (i.e. challenges, which, if exploited, could offer an improved way of achieving the desired objectives). Risk exists as a consequence of uncertainty and is present in all activities whatever the size or complexity of the organisation and whichever sector it operates in.

Trustees consider risk management to be fundamental to good management practice and a significant aspect of corporate governance. Effective management of risk will provide an essential contribution towards the achievement of the charity’s strategic and operational objectives and goals.

As such, the trustees have adopted a risk policy that requires, among other things, the trustees to review at least annually the principal risks and uncertainties it considers the charity to be exposed to. The identified risks are grouped into a number of categories including governance or management, operational, financial, environmental and external factors or legal and regulatory compliance. Each risk is

assessed as to its impact and probability

of occurring and given a score, which when combined is compared against a traffic light system with efforts being concentrated on any that show up as ‘red’. The review of risks includes ensuring that procedures are in place and are being followed, putting in place a consistent basis of measurement, controlling, monitoring and reporting risk, ensuring the effectiveness of the procedures and considering an adequate response (including action to be taken to tackle the identified risks).The aim is not to eliminate risk altogether, but rather to ensure that every effort is made to manage risk appropriately.

This piece of work has identified a number of key risks and uncertainties as follows, along with ways in which they are mitigated. The top six risks are considered to be:

• Coronavirus (COVID-19) There has been much uncertainty during the last year as a result of the international spread of a coronavirus (COVID-19). Arrangements were quickly put in place for as many staff members as possible to work from home and for our schools to deliver education online where possible. Many services were delivered in very different ways, e.g. the day centre at the Jesuit Refugee Service had to close and more direct relief was given to our refugee friends. Wherever possible staff were retained. Income was significantly reduced not only in the schools during the first lockdown, but at St Beuno’s Spirituality Centre, which has been closed for a significant part of the pandemic.

The value of investments fell in the immediate term, but trustees had kept a relatively high proportion of their investments in cash, so this minimised the short-term impact. Despite the pandemic, trustees gave the go-ahead for the rebuilding of the Novitiate Community and also committed to the next phase of building work at St Beuno’s – a vote of confidence in the future.

works may have to be discontinued going forward. A Vocations Promoter, together with young adult spirituality events, help young adults discern whether they might have a religious vocation, including one within the Society of Jesus. The Laudato Si’ Community is dedicated to welcoming young adults and helping them to engage in caring for our common home, following the teaching of Pope Francis’ 2015 encyclical, Laudato Si’ . In 2020 a further house was allocated to this project. This will open in 2021.

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FINANCE AND ADMINISTRATION

Equal Opportunities

The Charity is committed to maintaining an equal opportunities and dignity at work policy for recruitment and employment. It respects the provisions against discrimination laid down by law and in the Catechism of the Catholic Church. No person will be discriminated against on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race (including colour, nationality and ethnic or national origins), religion or belief, sex and/or sexual orientation, allowing for what is justified by law or by the practices, rites, doctrines or ethos of the Roman Catholic Church.

In particular, the Jesuits in Britain avoid unlawful discrimination in all aspects of employment including recruitment and selection, promotion, transfer, opportunities for training, pay and benefits, other terms of employment, discipline, and selection for redundancy and dismissal.

Gender Pay

As a large charity, the Jesuits in Britain is required to publish information each year (based on April data), comparing what it pays to its male employees and its female employees. Last April, there were 341 employees, of which 87 were male (26%) and 254 were female (74%). The findings were that the average pay for men was £19.17 per hour compared to the average pay for women which was £18.05 per hour, a differential of 5.8% in favour of men. This compares to last year when it was reported that the average female salary was above the average male salary.

As noted at the time, the data is not on a job like for like basis and given how skewed the data is (there being so many more women than men, i.e. almost three times as many), the data remains of questionable benefit and quality. The other main finding was that the middle-placed (median) man is paid £15.82 per hour some 1.1% less than the middle-placed woman, who was paid £16.00. Charities are also required to report proportions of men and women in each pay quartile. This showed that while there are proportionately more women in the

upper middle quartile, there are fewer women in the upper quartile.

The Jesuits in Britain will continue to keep these numbers under review (repeating the exercise every year) and if ever action is considered necessary, it will be taken.

Other Pay

The charity is an accredited Living Wage Foundation employer. The Living Wage campaign is based on a simple idea, i.e. that a hard day’s work deserves a fair day’s pay. We are pleased to be one of many responsible employers who choose to pay a real Living Wage based on the cost of living, not just the so-called government National Living Wage minimum, which is set at a lower amount. The London Living Wage Foundation rate at the end of the financial year was £10.75 per hour compared to the Government minimum of £8.21. The trustees recognise that in low paid sectors a vicious cycle of high levels of staff turnover and absenteeism can drive problems of operational inefficiency, low standards and weak productivity. Organisations that pay the Living Wage have reported significant improvements in quality of work, reductions in staff absence and turnover, improved relationships between managers and their staff, and a stronger corporate reputation.

We continue to monitor the ratio between the highest paid employee and our lowest paid employee. This is about 6:1, which seems to compare favourably with other charities, albeit data is not easily available. Data however is more widely available in the UK’s top 100 companies. According to the Equality Trust, CEOs pocket on average 386 times that of a worker earning the National Living Wage.

Key Personnel and Senior Staff

The Charity offers fair pay to attract and keep appropriately qualified and experienced staff with the necessary skills required to lead, manage, support and deliver the Charity’s aims. Key personnel are appointed as Directors of Work for a number of our Works, including the Heads of the two Preparatory schools, Donhead and St John’s Beaumont, our Spirituality

Centres, Jesuit Missions and the Jesuit Refugee Service, along with the Director of Finance. The total remuneration, including all employerrelated costs of the ten individuals involved, including Jesuits was £691k for the year ended 30 September 2020 [2019-£651k]. The increase follows the appointment of Dr Celia DeaneDrummond as Director of the Laudato Si’ Research Institute, a major new Work of the Province.

Public Benefit

Public benefit is achieved in a variety of ways, as can be seen in earlier reports. This includes, but is not limited to, the following:

We have developed our plans to ensure that we continue to deliver public benefit and achieve our objectives set out in the Deeds and Declarations of Trust (listed above in Organisational Structure – Constitution).The trustees confirm that they have complied with the duty of the Charities Act 2011 and the Charities Act Scotland 2005 to have due regard to the Charity Commission’s and OSCR’s general guidance on public benefit.

Volunteers

The work of the Jesuits in Britain would not be possible without the contribution of volunteers. Several of our works have management boards or editorial boards comprising expert lay people, who give their time to advise and support our Jesuit and lay staff at regular meetings throughout

42 Jesuits Annual Review 2019-2020

FINANCE AND ADMINISTRATION

the year. Our Investment Committee, Safeguarding Commission and Risk Advisory Committee have all recruited expert members who also generously give their time to support our mission.

The role of volunteers is especially important in two of our main works, namely the Jesuit Refugee Service and Jesuit Missions. Their contribution is highlighted elsewhere in this report. Other Jesuit works, too, benefit from volunteer time, including, for example, our Archives Department.

Our parishes too rely heavily on volunteers to assist in many ways, from serving and reading at Mass to fundraising, finance and committees.

Larger parishes have around 200 volunteers, smaller ones around 25.

The work carried out across the Charity also includes the efforts of the 100 plus Jesuits, although some are no longer in active ministry. Nevertheless, they continue to pray for the work of the Society. The Jesuits themselves take a vow of poverty so they personally take no salaries, royalties, fees or any other remuneration. Jesuits work as parish priests, chaplains, teachers, academics, writers, doctors, spiritual directors and artists. Any remuneration received is gift-aided to the Charity to further the work it does. Members receive in return only enough to live

on and are looked after when they become sick, elderly or infirm. The value of work done on behalf of the Charity is considerable and might be conservatively estimated at about £6m in any “normal” year. The value of the work of others (i.e. non-Jesuit volunteers) is also significant with many working in the service of their parishes, the work of the Jesuit Refugee Service, as members of Management Boards and various committees, etc. A conservative estimate of this would be £0.5m to make a total of £6.5m, again in a normal (non-pandemic) year. If included in the accounts, this would add approximately 20% to the total for the charity.

Statement of the Trustees’ Responsibilities

The trustees are responsible for preparing the trustees’ report and the financial statements in accordance with applicable law and the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England, Wales and Scotland requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Trust and of the incoming resources and application of resources for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy the financial position of the Trust and enable them to ensure that the financial statements

comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008, the Charities Act of Scotland 2005 and the provisions of the Trust deeds. They are also responsible for safeguarding the assets of the Trust and for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the Charity and financial information included on the Charity’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

Signed for and on behalf of Trustees for Roman Catholic Purposes Registered

D Howard SJ Provincial Approved on 8 May 2021

jesuit.org.uk 43

INDEPENDENT AUDITOR’S REPORT

Independent auditor’s report to the Trustees of The Society of Jesus Trust of 1929 for Roman Catholic Purposes (incorporating The Society of Jesus Trust of 1921 and The Society of Jesus Charitable Trust) (together ‘the Trust’)

Opinion

We have audited the financial statements of the Trust for the year ended 30 September 2020 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and related notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion, the financial statements:

Basis for opinion

We have been appointed as auditor under section 144 of the Charities Act 2011 and section 44(1)(c) of the Charities and Trustee Investment (Scotland) Act 2005 and report in accordance with the Act and relevant regulations made or having effect thereunder. We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the Trust in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Responsibilities of trustees for the financial statements

As explained more fully in the trustees’ responsibilities statement set out on page 43, the trustees are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the

preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the Trust’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the Trust or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the financial statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

44 Jesuits Annual Review 2019-2020

INDEPENDENT AUDITOR’S REPORT

Conclusions relating to going concern

We have nothing to report in respect of the following matters in relation to which the ISAs (UK) require us to report to you where:

Other information

The trustees are responsible for the other information. The other information comprises the information included in the Annual Review. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent

with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard.

Matters on which we are required to report by exception

We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 and the Charities Accounts (Scotland) Regulations 2006 require us to report to you if, in our opinion:

Use of our report

This report is made solely to the Trust’s members, as a body, in accordance with section 144 of the Charities Act 2011 and regulations made under section 154 of that Act, and section 44(1)(c) of the Charities and Trustee Investment (Scotland) Act 2005 and regulation 10 of the Charities Accounts (Scotland) Regulations 2006. Our audit work has been undertaken so that we might state to the Trust’s trustees those matters we are required to state to them in an Auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Trust’s trustees as a body for our audit work, for this report, or for the opinions we have formed.

8 May 2021

Haysmacintyre LLP Statutory Auditors 10 Queen Street Place London EC4R 1AG

Haysmacintyre LLP is eligible to act as an auditor in terms of section 1212 of the Companies Act 2006

jesuit.org.uk 45

FINANCIAL STATEMENTS

Financial statements

----- Start of picture text -----
Statement of financial activities – Year to 30 September 2020
Unrestricted Restricted
Funds Funds Total Total
2020 2020 2020 2019
Note £’000 £’000 £’000 £’000
Income from:
Donations and legacies 1 3,562 2,213 5,775 5,644
Charitable activities:
School fees and other educational income 2 8,978 - 8,978 10,386
Other trading activities:
Trading income 3 114 - 114 132
Other activities for generating funds 4 3,604 8 3,612 103
Investments 5 6,628 3,620 10,248 14,234
Other 6 396 6 402 267
Total income 23,282 5,847 29,129 30,766
Expenditure on:
Raising funds 7 2,717 39 2,756 2,753
Charitable activities: 8
Parish ministry 589 - 589 580
Education 10,836 30 10,866 11,248
Formation 7,106 2,025 9,131 23,199
Social justice and the relief of poverty 957 - 957 1,186
Care of infirm and elderly members 3,606 - 3,606 4,142
Spirituality 1,827 - 1,827 2,355
Work overseas 448 3,317 3,765 3,426
Total expenditure 28,086 5,411 33,497 48,889
Net income/(expenditure) before gains on
(4,804) 436 (4,368) (18,123)
investments
Net gains on investments 13 27,922 7,225 35,147 26,045
Net income 23,118 7,661 30,779 7,922
Transfers between funds 18, 19 (329) 329 - -
Net movement in funds 22,789 7,990 30,779 7,922
Reconciliation of funds:
Total funds brought forward 500,694 144,963 645,657 637,735
Total funds carried forward 523,483 152,953 676,436 645,657
The accompanying notes form part of these accounts.
Details of comparative figures by fund are disclosed in note 28.
All operations are continuing.
----- End of picture text -----

46 Jesuits Annual Review 2019–2020

FINANCIAL STATEMENTS

Balance Sheet – as at 30 September 2020 Balance Sheet – as at 30 September 2020 Balance Sheet – as at 30 September 2020 Balance Sheet – as at 30 September 2020 Balance Sheet – as at 30 September 2020 Balance Sheet – as at 30 September 2020
Note 2020
£’000		 2020
£’000		 2019
£’000		 2019
£’000
Fixed assets:
Tangible assets 11 73,471 74,842
Investments 13 569,284 539,228
Total fixed assets 642,755 614,070
Current assets:
Stocks 40 36
Debtors:
Amounts falling due after more than one year 14 3,476 3,437
Amounts falling due within one year 14 5,410 1,484
8,886 4,921
Short-term deposits 15 37,595 50,481
Cash at bank and in hand 17,241 11,090
Total current assets 63,762 66,528
Liabilities:
Creditors: Amounts falling due within one year 16 (28,491) (33,062)
Net current assets 35,271 33,466
Total assets less current liabilities 678,026 647,536
Creditors: Amounts falling due after more than one year 17 (1,590) (1,879)
Total net assets 676,436 645,657
Funds of the Charity:
Restricted funds 18 152,953 144,963
Unrestricted funds: 19
General fund 6,504 4,300
Designated funds 20 516,979 496,394
Total unrestricted funds 523,483 500,694
Total Charity funds 676,436 645,657
Approved byand authorised for issue and signed on behalf of Trustees for Roman Catholic Purposes Registered:
K McMillan SJ
Trustee
Approved on: 8 May2021
The accompanyingnotes formpart of these accounts.

jesuit.org.uk 47

FINANCIAL STATEMENTS

----- Start of picture text -----
Cash Flow Statement – Year to 30 September 2020
2020 2019
Note £’000 £’000
Cash flows from operating activities:
Net cash inflow/(outflow) from operating activities A (21,655) 24,353
Cash flows from investing activities:
Investment income received 10,248 14,234
Payments to acquire tangible fixed assets (256) (1,261)
Payments to acquire fixed asset investments (172,252) (163,995)
Receipts from the disposal of fixed asset investments 177,343 142,360
Issue of new long-term loan - (235)
Net cash flow from investing activities 15,083 (8,897)
Increase/(decrease) in cash and cash equivalents (6,572) 15,456
Cash and cash equivalents at 1 October B 60,033 44,577
Cash and cash equivalents at 30 September B 53,461 60,033
A Reconciliation of net income to net cash inflow/(outflow) 2020 2019
from operating activities £’000 £’000
----- End of picture text -----

Cash and cash equivalents at 1 October B 60,033 44,577
Cash and cash equivalents at 30 September B 53,461 60,033
A Reconciliation of net income to net cash inflow/(outflow)
from operating activities		 2020
£’000		 2019
£’000
Net income for the reporting period 30,779 7,922
Adjustments for:
Depreciation charge 1,627 1,555
Investment income receivable (10,248) (14,234)
Net gains on investments (35,147) (26,045)
(Increase)/decrease in stocks (4) 3
(Increase)/decrease in debtors (3,965) 49,951
Increase/(decrease) in creditors (4,697) 5,201
Net cash inflow/(outflow) from operating activities (21,655) 24,353

----- Start of picture text -----
B Analysis of changes in net debt At 1 Oct At 30 Sept
2019 Cash Flow 2020
£’000 £’000 £’000
Cash at bank and in hand 11,090 6,151 17,241
Bank loans due within one year (195) - (195)
10,895 6,151 17,046
Debt due after one year
Bank loans more than one year (1,343) 163 (1,180)
Short-term deposits 50,481 (12,886) 37,595
Total net funds 60,033 (6,572) 53,461
----- End of picture text -----

48 Jesuits Annual Review 2019–2020

ACCOUNTING POLICIES

Accounting policies

Basis of preparation

The financial statements have been prepared in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) and the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (Charity SORP FRS 102) – 2nd edition effective 1 January 2019.

The functional currency of the Charity is considered to be Pounds Sterling (GBP), being the currency of the primary economic environment in which the Charity operates.

Basis of consolidation

The results of the Trust’s trading subsidiary, as set out in note 3, are incorporated directly into the Trust’s accounts. This is a departure from the consolidation approach required by Charity SORP, however it is immaterial in the view of the Trustees.

Going concern

Having reviewed the funding facilities available to the Charity together with the Charity’s future projected cash flows, the trustees have an expectation that the Charity has adequate resources to continue its activities for the foreseeable future and consider that there were no material uncertainties over the Charity’s financial viability. Accordingly, they also continue to adopt the going concern basis in preparing the financial statements as outlined in the trustees’ responsibilities statement.

Critical accounting judgements and key sources of estimation uncertainty

In the application of the accounting policies, trustees are required to make judgements, estimates, and assumptions

about the carrying value of assets and liabilities that are not readily apparent from other sources. The estimates and underlying assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised if the revision affects only that period, or in the period of the revision and future periods if the revision affected current and future periods.

Judgements made by the trustees, in the application of these accounting policies that have significant effect on the financial statements and estimates with a significant risk of material adjustment in the next year are deemed to be in relation to the depreciation rates of tangible fixed assets and are discussed below.

In the view of the trustees, no assumptions concerning the future or estimation uncertainty affecting assets or liabilities at the balance sheet date are likely to result in a material adjustment to their carrying amounts in the next financial year.

Scope

The accounts generally do not include the operating accounts of parish churches in the charge of the Society of Jesus, as these are deemed to be managed as part of the relevant Diocesan Charity. In the same way voluntary aided schools do not form part of these accounts in terms of their operations. However, the property assets utilised by such bodies are in the ownership of the Trust and are therefore reflected within the Trust’s accounts.

Both Donhead and St John’s Beaumont schools have year ends of 31

August in line with the academic year.

Income

Income is recognised in the period where there is probability of receipt and the amount can be measured with reasonable certainty.

Legacies are included in the statement of financial activities when the Trust is advised by the personal representative of an estate that payment will be made or property transferred and the amount involved can be quantified.

Government grants are recognised on the performance model as permitted by Charity SORP.

School fees consist of charges billed by the schools less bursaries and scholarships payable from unrestricted funds.

Investment income relates to dividends from equity and property fund investments, interest and rental income.

Expenditure

Expenditure comprises the following:

jesuit.org.uk 49

ACCOUNTING POLICIES

are accrued for. Grants where the beneficiary has not been informed or has to meet certain conditions before the grant is released are not accrued for but are noted as financial commitments in the notes to the accounts.

Support costs are apportioned based on the proportion of direct costs for each category.

Employee benefits

Short-term benefits including holiday pay are recognised as an expense in the period in which the service is received.

Employee termination benefits are accounted for on an accrual basis and in line with FRS 102.

Foreign currencies

Monetary assets and liabilities in foreign currencies are translated into sterling at the rates of exchange ruling at the balance sheet date. Transactions in foreign currencies are translated into sterling at the rate of exchange ruling at the date of the transaction. Exchange differences are taken into account in arriving at the net movement in funds.

Tangible fixed assets (other than Churches and Schools)

All assets costing more than £2,500 and with an expected life exceeding one year are capitalised.

Equipment 4 years straight line Vehicles 4 years straight line

Churches and schools

The churches have belonged to the Trust for many years and details of their original cost are not available. All are functioning churches, and as such are neither readily marketable nor can be reliably valued. They are excluded from the balance sheet, as permitted by Charity SORP.

Historical assets

The Trust also holds works of art, book collections, and religious artefacts which currently serve the work of the Trust, but which have been excluded from the balance sheet. A market valuation for such assets is uncertain and, in any case, available only at an expense that appears to the Trustees to be out of proportion to any enhancement of the disclosure properly required in these accounts.

Investments

Investment properties are revalued at open market value annually on 30 September by Youngs RPS, Chartered Surveyors. Listed investments are stated at fair value, obtained by taking the bid price at 30 September, where available.

Realised and unrealised gains (or losses) are credited (or debited) to the Statement of Financial Activities in the year in which they arise.

Stock

Stock is measured at the lower of cost and net realisable value.

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Short-term deposits

Short-term deposits require at least one day’s notice to be withdrawn without penalty.

Cash at bank and in hand

Cash at bank and cash in hand includes cash and short-term highly liquid investments.

Creditors and provisions

Creditors and provisions are recognised where the Charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Pension costs

Contributions to employees’ personal pension defined contribution schemes are recognised in the statement of financial activities in the year in which they are payable to the scheme.

The Trust’s independent schools make contributions to the Teachers’ Pension Scheme, which is a defined benefit scheme. The scheme is a multi-employer pension scheme and it is not possible to identify the assets and liabilities of the scheme which are attributable to the Charity.

Fund accounting

The restricted funds are monies raised for, and their use restricted to, a specific purpose, or donations subject to donor imposed conditions.

The designated funds are monies set aside out of general funds and designated for specific purposes by the trustees.

The general fund comprises those monies which may be used towards meeting the charitable objectives of the Society at the discretion of the trustees.

Financial instruments

Basic financial instruments are initially recognised at transaction value and subsequently measured at amortised cost with the exception of investments which are held at fair value. Financial assets held at amortised cost comprise cash at bank and in hand, together with trade and other debtors. A specific provision is made for debts for which recoverability is in doubt. Cash at bank and in hand is defined as all cash held in instant access bank accounts and used as working capital. Financial liabilities held at amortised cost comprise all creditors except social security and other taxes and provisions.

50 Jesuits Annual Review 2019–2020

NOTES TO THE ACCOUNTS

----- Start of picture text -----
1 Donations and legacies Unrestricted Restricted Total Total
Funds Funds 2020 2019
£’000 £’000 £’000 £’000
Donations and gifts 1,001 836 1,837 3,795
Legacies 136 1,001 1,137 546
Grants received 1,261 356 1,617 479
Covenanted salaries and pensions (see below) 1,164 20 1,184 824
3,562 2,213 5,775 5,644
Covenanted salaries and pensions represent salaries and pensions of members of the Society payable to the Trust under deeds
of covenant or Gift Aid declarations.
Included within grants received is £410k (2019: £nil) in relation to the CJRS Government grant.
----- End of picture text -----

1 Donations and legacies Unrestricted
Funds
£’000		 Restricted
Funds
£’000		 Total
2020
£’000		 Total
2019
£’000
Donations and gifts 1,001 836 1,837 3,795
Legacies 136 1,001 1,137 546
Grants received 1,261 356 1,617 479
Covenanted salaries and pensions (see below) 1,164 20 1,184 824
3,562 2,213 5,775 5,644
Covenanted salaries and pensions represent salaries and pensions of members of the Society payable to the Trust under deeds
of covenant or Gift Aid declarations.
Included within grants received is £410k (2019: £nil) in relation to the CJRS Government grant.
2 School fees and other educational income Unrestricted
Funds
£’000		 Restricted
Funds
£’000		 Total
2020
£’000		 Total
2019
£’000
Gross school fees receivable 10,005 - 10,005 10,834
Less: Total bursaries, grants and allocations (1,105) - (1,105) (573)
Net school fees receivable 8,900 - 8,900 10,261
School activities and trips 78 - 78 125
8,978 - 8,978 10,386

----- Start of picture text -----
3 Trading income
Total Total
2020 2019
£’000 £’000
Trading income 60 27
Income from trading subsidiary 54 105
114 132
The Trust has one wholly owned trading subsidiary, St John’s Beaumont Development Company Limited, which is incorporated
in England and Wales (Registration number 03355298). This company exists principally to hire out the leisure and conference
facilities at one of the Trust’s two schools. A summary of its trading results is shown below. The audited accounts are to be
filed with the Registrar of Companies.
Total Total
2020 2019
St John’s Beaumont Development Company Limited £’000 £’000
Turnover 54 105
Cost of sales (1) (6)
Gross profit 53 99
Administrative costs (43) (96)
Net profit 10 3
Gift Aid - -
Net assets at 30 September 10 3
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3 Trading income Total
2020
£’000		 Total
2019
£’000
Trading income 60 27
Income from trading subsidiary 54 105
114 132
The Trust has one wholly owned trading subsidiary, St John’s Beaumont Development Company Limited, which is incorporated
in England and Wales (Registration number 03355298). This company exists principally to hire out the leisure and conference
facilities at one of the Trust’s two schools. A summary of its trading results is shown below. The audited accounts are to be
filed with the Registrar of Companies.
Total
2020
£’000		 Total
2019
£’000
St John’s Beaumont Development Company Limited
Turnover 54 105
Cost of sales (1) (6)
Gross profit 53 99
Administrative costs (43) (96)
Net profit 10 3
Gift Aid - -
Net assets at 30 September 10 3
Allprofitsgenerated bythe companyaregift aided to the Charity.

jesuit.org.uk 51

NOTES TO THE ACCOUNTS

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4 Other activities for generating funds Unrestricted Restricted Total Total
Funds Funds 2020 2019
£’000 £’000 £’000 £’000
Sale of publications 58 - 58 55
Lettings of functional properties 40 - 40 19
Gain on foreign exchange - - - 7
Miscellaneous 3,506 8 3,514 22
3,604 8 3,612 103
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5 Investment income Total Total
2020 2019
£’000 £’000
Listed investments – equities
UK 1,176 2,608
Europe 853 1,047
North America 3,017 3,927
Other 741 1,008
5,787 8,590
Interest receivable 423 1,210
Rental income 2,193 2,464
Property funds 1,845 1,970
10,248 14,234
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All rental income is generated from investment properties within the United Kingdom and all interest is from United Kingdom loans and deposits. Property fund income represents dividends received from money held in Property Fund Income units.

6 Other income Total
2020
£’000		 Total
2019
£’000
Other educational income 124 193
Sundry income 278 74
402 267

52 Jesuits Annual Review 2019–2020

NOTES TO THE ACCOUNTS

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7 Raising funds Unrestricted Restricted Total Total
Funds Funds 2020 2019
£’000 £’000 £’000 £’000
Trading expenses 69 13 82 156
Financing costs 245 3 248 87
Estate management fees 95 - 95 118
Premises costs for investment property 138 - 138 193
Investment management fees 1,913 - 1,913 1,775
Fundraising costs 206 22 228 388
Legal and professional fees 51 1 52 36
2,717 39 2,756 2,753
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----- Start of picture text -----
8 Charitable activities Direct Support Total Total
Costs Costs Grants 2020 2019
£’000 £’000 £’000 £’000 £’000
Parish ministry 28 420 141 589 580
Education 4,991 5,205 670 10,866 11,248
Formation 383 4,991 3,757 9,131 23,199
Social justice and the relief of poverty - 951 6 957 1,186
Care of infirm and elderly members 2,497 1,109 - 3,606 4,142
Spirituality 829 998 - 1,827 2,355
Work overseas 272 461 3,032 3,765 3,426
9,000 14,135 7,606 30,741 46,136
note 8a note 8b
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Included within costs of charitable activities are governance cost of £64,658 (2019 - £76,634) which include auditors fees of £39,750 (2019 - £36,750) for the Trust, £19,728 (2019 - £25,100) for the schools, and trustees indemnity insurance premium of £5,180 (2019 - £14,784).

----- Start of picture text -----
Prior year charitable activities Direct Support Total
Costs Costs Grants 2019
£’000 £’000 £’000 £’000
Parish ministry 28 476 76 580
Education 4,997 5,829 422 11,248
Formation - 3,435 19,764 23,199
Social justice and the relief of poverty - 974 212 1,186
Care of infirm and elderly members 3,148 994 - 4,142
Spirituality 816 1,539 - 2,355
Work overseas 336 717 2,373 3,426
9,325 13,964 22,847 46,136
note 8a note 8b
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jesuit.org.uk 53

NOTES TO THE ACCOUNTS

8a Support costs General
Admin.
£’000		 Premises
£’000		 Other
£’000		 Total
2020
£’000		 Total
2019
£’000
Parish ministry 187 189 44 420 476
Education 2,028 2,201 976 5,205 5,829
Formation 1,383 1,935 1,673 4,991 3,435
Social justice and the relief of poverty 205 172 574 951 974
Care of infirm and elderly members 702 407 - 1,109 994
Spirituality 229 501 268 998 1,539
Work overseas 270 139 52 461 717
5,004 5,544 3,587 14,135 13,964
General administration includes costs which are incurred directly in undertaking the activity. Central costs (35%)
which are not separately identifiable as belonging to a particular activity are allocated on a pro rata basis to total
activity costs. Premises costs include building maintenance, insurance, utilities and depreciation. Costs relating to
common buildings (22%) are allocated on a pro rata basis to total activity costs. Other costs including welfare
and catering, are allocated directly to the activities for which they relate. Common costs (75%) which are not
separately identifiable as belonging to a particular activity are allocated on a pro rata basis to total activity costs.

----- Start of picture text -----
Prior year support costs
General Total
Admin. Premises Other 2019
£’000 £’000 £’000 £’000
Parish ministry 67 409 - 476
Education 2,127 1,941 1,761 5,829
Formation 443 263 2,729 3,435
Social justice and the relief of poverty 189 150 635 974
Care of infirm and elderly members 663 331 - 994
Spirituality 425 577 537 1,539
Work overseas 319 104 294 717
4,233 3,775 5,956 13,964
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54 Jesuits Annual Review 2019–2020

NOTES TO THE ACCOUNTS

----- Start of picture text -----
8b Grants
Total Total
2020 2019
£’000 £’000 £’000 £’000
Parish ministry
Various Jesuit-led Parishes 141 76
141 76
Education
St Ignatius College, Enfield 620 -
Other educational grants 50 422
670 422
Formation
Worldwide Society 1,255 17,823
Other Jesuit Provinces 1,089 1,597
Other 1,413 344
3,757 19,764
Social justice and the relief of poverty
Grants to groups and individuals 6 212
6 212
Work overseas
Zimbabwe Province, Society of Jesus 732 700
Guyana Region, Society of Jesus 662 510
South Africa Region, Society of Jesus 690 206
Harare Diocese, Zimbabwe 119 148
Other various grants overseas 829 809
3,032 2,373
Total grants payable 7,606 22,847
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jesuit.org.uk 55

NOTES TO THE ACCOUNTS

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9 Staff costs and trustees’ remuneration and costs
9a Staff costs Total Total
2020 2019
£’000 £’000
Wages and salaries 9,152 8,898
Termination payments 5 91
Social security costs 830 879
Pension contributions 952 758
10,939 10,626
Total employment costs of key management personnel (included above) 691 651
2020 2019
Number of Number of
employees employees
Teaching staff 156 124
Administration and domestic staff 202 237
358 361
The number of employees who earned £60,000 per annum or more (including taxable benefits but excluding
employer’s pension contributions) during the year was as follows:
----- End of picture text -----

The number of employees who earned £60,000 per annum or more (including taxable benefits but excluding
employer’s pension contributions) during the year was as follows:		 The number of employees who earned £60,000 per annum or more (including taxable benefits but excluding
employer’s pension contributions) during the year was as follows:		 The number of employees who earned £60,000 per annum or more (including taxable benefits but excluding
employer’s pension contributions) during the year was as follows:
2020 2019
£60,001 - £70,000 5 5
£70,001 - £80,000 1 1
£80,001 - £90,000 1 2
£90,001 - £100,000 2 1
£100,000 + 1 1
Pension contributions are paid in respect of the ten employees above, who are paid in excess of £60,000. In
respect of four of the employees, contributions are made into the Teachers’ Superannuation Scheme, a defined
benefit scheme. In the case of the other six employees, contributions are made into a defined contribution scheme.
The total contributions made were £74,630 (2019 - £50,602) into the Teachers’ Superannuation Scheme and
£33,635 (2019 - £31,257) into the defined contribution scheme.
9b Trustees’ remuneration and costs
As members of the Society, the trustees’ living and personal expenses during the year were borne by the Trust.
There were no meeting expenses incurred this year (2019 - Nil). No remuneration for services were paid to the
trustees(2019 - Nil).
With authority from the Charity Commission, the Trust has purchased insurance to protect the Trust from
any loss arising from the neglect or defaults of its trustees, employees and agents and to indemnify the trustees
or other officers against the consequences of any neglect or default on their part. The insurance premium paid
by the Charity during the year totalled £20,720 (2019 - £14,784) and provides cover of up to a maximum of £5
million(2019 - £5 million).

56 Jesuits Annual Review 2019–2020

NOTES TO THE ACCOUNTS

10 Taxation

----- Start of picture text -----
The 1921 and 1929 Trusts of the Society of Jesus in Great Britain and the Society of Jesus Charitable Trust are
registered charities and are not liable for income tax or capital gains tax on income and gains derived from their
charitable activities, as they fall within the various exemptions available to registered charities.
11 Tangible fixed assets Freehold
Functional Vehicles
Land and and
Buildings Equipment Total
£’000 £’000 £’000
At cost or valuation
At 1 October 2019 89,898 4,225 94,123
Additions at cost - 256 256
Disposals - (60) (60)
At 30 September 2020 89,898 4,421 94,319
Depreciation
At 1 October 2019 16,870 2,411 19,281
Charge for the year 1,095 532 1,627
Disposals - (60) (60)
At 30 September 2020 17,965 2,883 20,848
Net book value
At 30 September 2020 71,933 1,538 73,471
At 30 September 2019 73,028 1,814 74,842
The properties in total (including investment properties £46.4m and tangible fixed assets £72m) are currently
insured for a value of £550.8m, while the net book value of these properties held by the Society at the year end
was £118.4m.
----- End of picture text -----

jesuit.org.uk 57

NOTES TO THE ACCOUNTS

12 Churches and historical assets

The Trust is the legal owner of the following properties which are not valued for thepurposes of these accounts.
Boscombe
Edinburgh
Mayfair, London
Manchester
Preston
Stamford Hill, London
Wimbledon, London
Sheffield
Hurst Green, Lancashire
Corpus Christi Church
Sacred Heart Church
Farm Street Church
Holy Name Church
St Wilfrid’s Church, Presbytery and Parish Hall
St Ignatius Church
Sacred Heart Church
Church of the Immaculate Conception (Spinkhill)
St Peter’s Church (Stonyhurst)
The churches have belonged to the Trust for many years and details of their original cost are not available. All
are functioning churches and as such are neither readily marketable nor can be reliably valued and are therefore
excluded from the balance sheet.

The Trust also holds works of art, book collections and religious artefacts which currently serve the work of the Trust, but which have been excluded from the balance sheet. A market valuation for such assets is uncertain and, in any case, available only at an expense that appears to the Trustees to be out of proportion to any enhancement of the disclosure properly required in these accounts.

----- Start of picture text -----
13 Investments Listed Investment Cash & Total Total
Investments Properties Equivalents 2020 2019
£’000 £’000 £’000 £’000 £’000
Market value at 1 October 467,844 50,343 21,041 539,228 491,086
Less: Disposal proceeds (199,506) (139) 199,506 (139) (229)
Add: Additions at cost 205,812 - (205,812) - -
Net investment gains 38,734 (3,587) - 35,147 26,045
Transfers from/(out to) cash at bank - - (3,250) (3,250) 24,000
- -
Investment manager fees (1,733) (1,733) (1,766)
Net other movements - - 31 31 92
Market value at 30 September 512,884 46,617 9,783 569,284 539,228
Investments held at 30 September comprised the following:ptember comprised the following:tember comprised the following:prised the following:rised the following:g::
Listed investments
Equities:
UK 87,513 180,097
Europe 71,979 46,274
North America 253,277 170,928
Other 60,651 28,935
----- End of picture text -----

----- Start of picture text -----
Market value at 30 September 512,884 46,617 9,783 569,284 539,228
Investments held at 30 September comprised the following:ptember comprised the following:tember comprised the following:prised the following:rised the following:g::
Listed investments
Equities:
UK 87,513 180,097
Europe 71,979 46,274
North America 253,277 170,928
Other 60,651 28,935
473,420 426,234
Property Fund units 39,464 41,610
Market value of listed investments 512,884 467,844
UK investment properties 46,617 50,343
Cash balances held by investment managers 9,783 21,041
569,284 539,228
----- End of picture text -----

58 Jesuits Annual Review 2019–2020

NOTES TO THE ACCOUNTS

----- Start of picture text -----
14 Debtors Total Total
2020 2019
£’000 £’000
Amounts falling due after more than one year
Long-term loan (see below) 3,432 3,400
Other debtors 44 37
3,476 3,437
Amount falling due within one year
School fees and other educational services 8 123
Accrued investment income 75 31
Prepayments and accrued income 4,823 1,007
Other debtors 504 323
5,410 1,484
Total debtors 8,886 4,921
The loan to Mount St Mary’s College (a school transferred to a separate trust in 2007) is repayable on a quarterly
basis with the first instalment being 30 November 2021. The loan incurs interest at 1.5% points above base rate and
is due for repayment by 31 May 2034. The loan is secured by a first legal mortgage over the freehold property of
the College.
----- End of picture text -----

The loan to Mount St Mary’s College (a school transferred to a separate trust in 2007) is repayable on a quarterly The loan to Mount St Mary’s College (a school transferred to a separate trust in 2007) is repayable on a quarterly The loan to Mount St Mary’s College (a school transferred to a separate trust in 2007) is repayable on a quarterly
basis with the first instalment being 30 November 2021. The loan incurs interest at 1.5% points above base rate and
is due for repayment by 31 May 2034. The loan is secured by a first legal mortgage over the freehold property of
the College.
15 Short-term Deposits Total Total
2020 2019
£’000 £’000
Short-term deposits 37,595 50,481
16 Creditors: Amounts falling due within one year Total Total
2020 2019
£’000 £’000
16 Creditors: Amounts falling due within one year Total Total
2020 2019
£’000 £’000
Bank overdrafts and loans 195 195
School fees and other educational charges 805 1,286
Taxation and social security 232 170
Held on behalf of other Jesuit Provinces and projects 8,133 8,349
Grants committed 16,526 19,776
Expense creditors, accruals and other 2,600 3,286
28,491 33,062

jesuit.org.uk 59

NOTES TO THE ACCOUNTS

17 Creditors: amounts falling due after more than one year Total
2020
£’000		 Total
2019
£’000
Bank loans (see below)
Due within two to five years 756 781
Due after more than five years 424 562
1,180 1,343
School fees and other educational charges 410 536
1,590 1,879
Donhead School has two HSBC bank loans. The first loan was taken out in 2011 for £800,000 at an interest rate
of 2% points above base rate. By the end of the year, £315,857 (2019: £374,746) was outstanding. The loan will
be fully repaid by November 2025. The second loan was also in respect of building works. By the end of the year,
£1,001,515 (2019: £1,128,656) was outstanding. The loan will incur interest at 2.1% points above base rate and is
due for repayment by 2029.
The loans are secured by a first legal mortgage over the freehold property and by a guarantee of £240,000 given by
the Trustees for Roman Catholic Purposes Registered to HSBC Bank.

----- Start of picture text -----
18 Restricted funds
At Transfers At
1 Oct Gains/ between 30 Sept
2019 Income Expenditure (losses) funds 2020
£’000 £’000 £’000 £’000 £’000 £’000
Beaumont Educational Trust 297 9 (8) (37) - 261
Guyana 16,158 386 (525) 774 48 16,841
Harare 15,798 405 (119) 670 - 16,754
Mission funds 3,123 1,976 (1,414) - 281 3,966
South Africa 15,086 362 (563) 716 - 15,601
von Hugel 5 - - - - 5
Young Priests (Osterley) 50,811 1,515 (1,886) 3,040 - 53,480
Zimbabwe 43,678 1,022 (732) 2,062 - 46,030
Other restricted funds 7 172 (164) - - 15
144,963 5,847 (5,411) 7,225 329 152,953
----- End of picture text -----

60 Jesuits Annual Review 2019–2020

NOTES TO THE ACCOUNTS

18 Restricted funds (continued)

Restricted funds are subject to specific conditions imposed by the donors.
• The Beaumont Educational Trust exists to provide financial assistance for the education of boys and young
men, especially those who have a connection with the former Beaumont College, a Jesuit establishment.
It is a separate charity, registered no. 309142, the trustees of which are Trustees for Roman Catholic
Purposes Registered.
• The Guyana, South Africa and Zimbabwe funds exist to support the works of these Regions of the Society
of Jesus. These are for the purposes of education, the relief of poverty and the promotion of religion.
• The Harare fund exists to support the works of the Roman Catholic archdiocese of Harare in the
Zimbabwe region of the Society of Jesus. This is for the purposes of education, the relief of poverty and the
promotion of religion.
• Mission funds promote missionary works in overseas countries by making grants to Christian missions,
especially those of the Society of Jesus.
• The von Hugel fund exists for the advancement of the Roman Catholic religion in the area of the Roman
Catholic parishes of Boscombe and Iford near Bournemouth. These funds were part of a separate charity,
registered no. 278966, but are now subject to a Uniting Direction and the Charity is therefore accounted
for as part of the Society of Jesus.
• The Young Priests (Osterley) fund exists to encourage and support candidates for the priesthood.
• Other restricted funds represent one-off donations given for a number of specific purposes.		 Restricted funds are subject to specific conditions imposed by the donors.
• The Beaumont Educational Trust exists to provide financial assistance for the education of boys and young
men, especially those who have a connection with the former Beaumont College, a Jesuit establishment.
It is a separate charity, registered no. 309142, the trustees of which are Trustees for Roman Catholic
Purposes Registered.
• The Guyana, South Africa and Zimbabwe funds exist to support the works of these Regions of the Society
of Jesus. These are for the purposes of education, the relief of poverty and the promotion of religion.
• The Harare fund exists to support the works of the Roman Catholic archdiocese of Harare in the
Zimbabwe region of the Society of Jesus. This is for the purposes of education, the relief of poverty and the
promotion of religion.
• Mission funds promote missionary works in overseas countries by making grants to Christian missions,
especially those of the Society of Jesus.
• The von Hugel fund exists for the advancement of the Roman Catholic religion in the area of the Roman
Catholic parishes of Boscombe and Iford near Bournemouth. These funds were part of a separate charity,
registered no. 278966, but are now subject to a Uniting Direction and the Charity is therefore accounted
for as part of the Society of Jesus.
• The Young Priests (Osterley) fund exists to encourage and support candidates for the priesthood.
• Other restricted funds represent one-off donations given for a number of specific purposes.		 Restricted funds are subject to specific conditions imposed by the donors.
• The Beaumont Educational Trust exists to provide financial assistance for the education of boys and young
men, especially those who have a connection with the former Beaumont College, a Jesuit establishment.
It is a separate charity, registered no. 309142, the trustees of which are Trustees for Roman Catholic
Purposes Registered.
• The Guyana, South Africa and Zimbabwe funds exist to support the works of these Regions of the Society
of Jesus. These are for the purposes of education, the relief of poverty and the promotion of religion.
• The Harare fund exists to support the works of the Roman Catholic archdiocese of Harare in the
Zimbabwe region of the Society of Jesus. This is for the purposes of education, the relief of poverty and the
promotion of religion.
• Mission funds promote missionary works in overseas countries by making grants to Christian missions,
especially those of the Society of Jesus.
• The von Hugel fund exists for the advancement of the Roman Catholic religion in the area of the Roman
Catholic parishes of Boscombe and Iford near Bournemouth. These funds were part of a separate charity,
registered no. 278966, but are now subject to a Uniting Direction and the Charity is therefore accounted
for as part of the Society of Jesus.
• The Young Priests (Osterley) fund exists to encourage and support candidates for the priesthood.
• Other restricted funds represent one-off donations given for a number of specific purposes.		 Restricted funds are subject to specific conditions imposed by the donors.
• The Beaumont Educational Trust exists to provide financial assistance for the education of boys and young
men, especially those who have a connection with the former Beaumont College, a Jesuit establishment.
It is a separate charity, registered no. 309142, the trustees of which are Trustees for Roman Catholic
Purposes Registered.
• The Guyana, South Africa and Zimbabwe funds exist to support the works of these Regions of the Society
of Jesus. These are for the purposes of education, the relief of poverty and the promotion of religion.
• The Harare fund exists to support the works of the Roman Catholic archdiocese of Harare in the
Zimbabwe region of the Society of Jesus. This is for the purposes of education, the relief of poverty and the
promotion of religion.
• Mission funds promote missionary works in overseas countries by making grants to Christian missions,
especially those of the Society of Jesus.
• The von Hugel fund exists for the advancement of the Roman Catholic religion in the area of the Roman
Catholic parishes of Boscombe and Iford near Bournemouth. These funds were part of a separate charity,
registered no. 278966, but are now subject to a Uniting Direction and the Charity is therefore accounted
for as part of the Society of Jesus.
• The Young Priests (Osterley) fund exists to encourage and support candidates for the priesthood.
• Other restricted funds represent one-off donations given for a number of specific purposes.		 Restricted funds are subject to specific conditions imposed by the donors.
• The Beaumont Educational Trust exists to provide financial assistance for the education of boys and young
men, especially those who have a connection with the former Beaumont College, a Jesuit establishment.
It is a separate charity, registered no. 309142, the trustees of which are Trustees for Roman Catholic
Purposes Registered.
• The Guyana, South Africa and Zimbabwe funds exist to support the works of these Regions of the Society
of Jesus. These are for the purposes of education, the relief of poverty and the promotion of religion.
• The Harare fund exists to support the works of the Roman Catholic archdiocese of Harare in the
Zimbabwe region of the Society of Jesus. This is for the purposes of education, the relief of poverty and the
promotion of religion.
• Mission funds promote missionary works in overseas countries by making grants to Christian missions,
especially those of the Society of Jesus.
• The von Hugel fund exists for the advancement of the Roman Catholic religion in the area of the Roman
Catholic parishes of Boscombe and Iford near Bournemouth. These funds were part of a separate charity,
registered no. 278966, but are now subject to a Uniting Direction and the Charity is therefore accounted
for as part of the Society of Jesus.
• The Young Priests (Osterley) fund exists to encourage and support candidates for the priesthood.
• Other restricted funds represent one-off donations given for a number of specific purposes.		 Restricted funds are subject to specific conditions imposed by the donors.
• The Beaumont Educational Trust exists to provide financial assistance for the education of boys and young
men, especially those who have a connection with the former Beaumont College, a Jesuit establishment.
It is a separate charity, registered no. 309142, the trustees of which are Trustees for Roman Catholic
Purposes Registered.
• The Guyana, South Africa and Zimbabwe funds exist to support the works of these Regions of the Society
of Jesus. These are for the purposes of education, the relief of poverty and the promotion of religion.
• The Harare fund exists to support the works of the Roman Catholic archdiocese of Harare in the
Zimbabwe region of the Society of Jesus. This is for the purposes of education, the relief of poverty and the
promotion of religion.
• Mission funds promote missionary works in overseas countries by making grants to Christian missions,
especially those of the Society of Jesus.
• The von Hugel fund exists for the advancement of the Roman Catholic religion in the area of the Roman
Catholic parishes of Boscombe and Iford near Bournemouth. These funds were part of a separate charity,
registered no. 278966, but are now subject to a Uniting Direction and the Charity is therefore accounted
for as part of the Society of Jesus.
• The Young Priests (Osterley) fund exists to encourage and support candidates for the priesthood.
• Other restricted funds represent one-off donations given for a number of specific purposes.		 Restricted funds are subject to specific conditions imposed by the donors.
• The Beaumont Educational Trust exists to provide financial assistance for the education of boys and young
men, especially those who have a connection with the former Beaumont College, a Jesuit establishment.
It is a separate charity, registered no. 309142, the trustees of which are Trustees for Roman Catholic
Purposes Registered.
• The Guyana, South Africa and Zimbabwe funds exist to support the works of these Regions of the Society
of Jesus. These are for the purposes of education, the relief of poverty and the promotion of religion.
• The Harare fund exists to support the works of the Roman Catholic archdiocese of Harare in the
Zimbabwe region of the Society of Jesus. This is for the purposes of education, the relief of poverty and the
promotion of religion.
• Mission funds promote missionary works in overseas countries by making grants to Christian missions,
especially those of the Society of Jesus.
• The von Hugel fund exists for the advancement of the Roman Catholic religion in the area of the Roman
Catholic parishes of Boscombe and Iford near Bournemouth. These funds were part of a separate charity,
registered no. 278966, but are now subject to a Uniting Direction and the Charity is therefore accounted
for as part of the Society of Jesus.
• The Young Priests (Osterley) fund exists to encourage and support candidates for the priesthood.
• Other restricted funds represent one-off donations given for a number of specific purposes.
19 Unrestricted funds
At
1 Oct
2019
£’000		 Income
£’000		 Expenditure
£’000		 Gains/
(Losses)
£’000		 Transfers
between
funds
£’000		 At
30 Sept
2020
£’000
General funds 4,300 1,598 (4,377) 8,932 (3,949) 6,504
Designated funds (note 20) 496,394 21,684 (23,709) 18,990 3,620 516,979
500,694 23,282 (28,086) 27,922 (329) 523,483

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NOTES TO THE ACCOUNTS

20 Designated funds

Included within the unrestricted funds are designated funds totalling £516,979,000. These are amounts which have been set aside for specific purposes by the trustees and are as follows:

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At Transfers At
1 Oct Gains/ between 30 Sept
2019 Income Expenditure (Losses) funds 2020
£’000 £’000 £’000 £’000 £’000 £’000
Foundations 43,168 864 (1,131) 1,833 - 44,734
Apostolic Works 96,970 1,316 (2,608) 3,164 - 98,842
Formation 152,501 2,939 (3,184) 6,564 - 158,820
Old Age 85,974 2,640 (2,495) 3,734 (48) 89,805
Bellarmine 70,156 5,267 (3,039) 3,555 - 75,939
Personnel support and training 10,649 222 (83) 443 - 11,231
Jesuit Development 905 18 (12) 32 - 943
Jesuit Communities 16,427 56 (261) - - 16,222
Local Trusts 2,335 5 - - - 2,340
Other educational funds 14,452 11,982 (10,332) - (281) 15,821
Society of Jesus Charitable Trust
687 324 (564) (335) - 112
(1990 Trust)
Allocated investment gains 2,170 (3,949) - - 3,949 2,170
496,394 21,684 (23,709) 18,990 3,620 516,979
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62 Jesuits Annual Review 2019–2020

NOTES TO THE ACCOUNTS

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21 Analysis of net assets between funds Unrestricted Funds
General Designated Restricted Total
Funds Funds Funds 2020
£’000 £’000 £’000 £’000
Fund balances at 30 September are represented by:
Tangible fixed assets - 73,465 6 73,471
Investments - 400,873 168,411 569,284
Net current assets 6,504 44,231 (15,464) 35,271
Creditors: amounts falling due after more than one year - (1,590) - (1,590)
Total net assets 6,504 516,979 152,953 676,436
Prior year analysis of net assets between funds Unrestricted Funds
General Designated Restricted Total
Funds Funds Funds 2019
£’000 £’000 £’000 £’000
Fund balances at 30 September are represented by:
Tangible fixed assets - 74,834 8 74,842
Investments - 375,761 163,467 539,228
Net current assets 4,300 47,678 (18,512) 33,466
Creditors: amounts falling due after more than one year - (1,879) - (1,879)
Total net assets 4,300 496,394 144,963 645,657
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21 Analysis of net assets between funds Unrestricted Funds Unrestricted Funds Restricted
Funds
£’000		 Total
2020
£’000
General
Funds
£’000		 Designated
Funds
£’000
Fund balances at 30 September are represented by:
Tangible fixed assets - 73,465 6 73,471
Investments - 400,873 168,411 569,284
Net current assets 6,504 44,231 (15,464) 35,271
Creditors: amounts falling due after more than one year - (1,590) - (1,590)
Total net assets 6,504 516,979 152,953 676,436
Unrestric ted Funds
Prior year analysis of net assets between funds Restricted
Funds
£’000		 Total
2019
£’000
General
Funds
£’000		 Designated
Funds
£’000
Fund balances at 30 September are represented by:
Tangible fixed assets - 74,834 8 74,842
Investments - 375,761 163,467 539,228
Net current assets 4,300 47,678 (18,512) 33,466
Creditors: amounts falling due after more than one year - (1,879) - (1,879)
Total net assets 4,300 496,394 144,963 645,657

22 Pension commitments

Defined benefit scheme

Retirement benefits for teaching staff of the Trust are provided by the Teachers’ Pension Scheme (‘the TPS’) which is funded by contributions from the Society’s schools and their employees.

Contributions to the defined benefit schemes are charged in the Statement of Financial Activities so as to spread the cost of the pensions over the employees’ working lives with the schools. This amounted to £591,240 (2019 - £424,083) payable to the TPS.

The TPS is an unfunded multi-employer defined benefits pension scheme governed by The Teachers’ Pensions Regulations 2010 (as amended) and The Teachers’ Pension Scheme Regulations 2014 (as amended). Members contribute on a ‘pay as you go’ basis with contributions from members and the employer being credited to the Exchequer. Retirement and other pension benefits are paid by public funds provided by Parliament.

The employer contribution rate is set by the Secretary of State following scheme valuations undertaken by the Government Actuary’s Department. The most recent actuarial valuation of the TPS was prepared as at 31 March 2016 and the Valuation Report, which was published in March 2019, confirmed that the employer contribution rate for the TPS would increase from 16.4% to 23.6% from 1 September 2019. Employers are also required to pay a scheme administration levy of 0.08% giving a total employer contribution rate of 23.68%.

The 31 March 2016 Valuation Report was prepared in accordance with the benefits set out in the scheme regulations and under the approach specified in the Directions, as they applied at 5 March 2019. However, the assumptions were considered and set by the Department for Education prior to the ruling in the ‘McCloud/ Sargeant case’. This case has required the courts to consider cases regarding the implementation of the 2015 reforms to Public Service Pensions including the Teachers’ Pensions.

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NOTES TO THE ACCOUNTS

22 Pension commitments (continued)

On 27 June 2019 the Supreme Court denied the government permission to appeal the Court of Appeal’s judgment that transitional provisions introduced to the reformed pension schemes in 2015 gave rise to unlawful age discrimination. The government is respecting the Court’s decision and has said it will engage fully with the Employment Tribunal as well as employer and member representatives to agree how the discriminations will be remedied. A consultation was launched by the government on 16 July 2020 and closed to responses on 11 October 2020.

The TPS is subject to a cost cap mechanism which was put in place to protect taxpayers against unforeseen changes in scheme costs. The Chief Secretary to the Treasury, having in 2018 announced that there would be a review of this cost cap mechanism, in January 2019 announced a pause to the cost cap mechanism following the Court of Appeal’s ruling in the McCloud/Sargeant case and until there is certainty about the value of pensions to employees from April 2015 onwards. The pause was lifted in July 2020 and the government is preparing to complete the cost control element of the 2016 valuations, which is expected to be completed in 2021.

In view of the above rulings and decisions the assumptions used in the 31 March 2016 Actuarial Valuation may become inappropriate. In this scenario, a valuation prepared in accordance with revised benefits and suitably revised assumptions would yield different results than those contained in the Actuarial Valuation.

Until the consultation and the cost cap mechanism review are completed, it is not possible to conclude on any financial impact or future changes to the contribution rates of the TPS. Accordingly no provision for any additional past benefit pension costs is included in these financial statements.

Defined contribution scheme The Society of Jesus Trust also makes contributions to defined contribution schemes for the benefit of its employees. This amounted to £360,796 (2019 - £334,376).

23 Connected charities and related parties

The Trustees for Roman Catholic Purposes Registered is also the trustee for the Society of Jesus Charitable Trust (1990 Trust - registered charity no. 803659).

The 1990 Trust uses the same principal office and has objects similar to many of those of the 1921 and 1929 Trusts. It is funded from the 1921 and 1929 Trusts by loans, and the amount due from the 1990 Trust at 30 September is £28,403,290 (2019 - £28,292,670).

There are no disclosable related party transactions occurring during 2020 (2019: none).

64 Jesuits Annual Review 2019–2020

NOTES TO THE ACCOUNTS

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24 Financial commitments Total Total
2020 2019
£’000 £’000
The total commitments in respect of operating leases are as follows:
Due within one year 34 42
Due within two to five years 64 70
98 112
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25 Capital commitments

Capital commitments at the end of the year were £140,000 (2019 - £981,000). This relates to the refurbishment at St Beuno’s Spirituality Centre (£20,000) and London Jesuit Centre (£120,000).

26 Contingent assets

Contingent assets have arisen from the transfers of schools to separate charitable assets.

On 1 September 2009 Stonyhurst College and its trading subsidiary Stonyhurst College Development Limited were transferred to a separate charitable trust. Included in the transfer were buildings valued at £18,100,000, a £4,000,000 transfer of restricted funds and a £21,700,000 cash transfer. This cash transfer was made with a condition that £16,000,000 remains in the Balance Sheet of Stonyhurst New Trust and is a contingent asset repayable to The Society of Jesus if the activities of Stonyhurst College change.

£1,800,000 is also held by Mount St Mary’s College (a school transferred to a separate trust in 2007) and is repayable to The Society of Jesus in certain circumstances, such as closure.

27 Ultimate control

The Declaration of Trust dated 20 March 1929 provides that new trustees shall be appointed by resolution of the existing trustees and therefore, in the opinion of the trustees, the trustees are the ultimate controlling party.

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NOTES TO THE ACCOUNTS

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28 Prior year comparatives by fund Unrestricted Restricted
Funds Funds Total
2019 2019 2019
£’000 £’000 £’000
Income from:
Donations and legacies 3,354 2,290 5,644
Charitable activities:
School fees and other educational income 10,386 - 10,386
Other trading activities:
Trading income 132 - 132
Other activities for generating funds 95 8 103
Investments 10,666 3,568 14,234
Other 267 - 267
Total income 24,900 5,866 30,766
Expenditure on:
Raising funds 2,689 64 2,753
Charitable activities:
Parish ministry 580 - 580
Education 11,225 23 11,248
Formation 5,715 17,484 23,199
Social justice and the relief of poverty 1,186 - 1,186
Care of infirm and elderly members 4,142 - 4,142
Spirituality 2,355 - 2,355
Work overseas 581 2,845 3,426
Total expenditure 28,473 20,416 48,889
Net (expenditure) before gains on investments (3,573) (14,550) (18,123)
Net gains on investments 19,369 6,676 26,045
Net income/(expenditure) 15,796 (7,874) 7,922
Transfers between funds (136) 136 -
Net movement in funds 15,660 (7,738) 7,922
Reconciliation of funds:
Total funds brought forward 485,034 152,701 637,735
Total funds carried forward 500,694 144,963 645,657
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66 Jesuits Annual Review 2019–2020

NOTES TO THE ACCOUNTS

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29 Prior year summary of movement in funds
Restricted funds
At Transfers At
1 Oct Gains/ between 30 Sept
2018 Income Expenditure (Losses) funds 2019
£’000 £’000 £’000 £’000 £’000 £’000
Beaumont Educational Trust 288 9 - - - 297
Guyana 15,532 377 (510) 711 48 16,158
Harare 14,911 419 (148) 616 - 15,798
Mission funds 3,384 1,098 (1,447) - 88 3,123
South Africa 14,251 357 (180) 658 - 15,086
von Hugel 5 - - - - 5
Young Priests (Osterley) 62,992 2,507 (17,484) 2,796 - 50,811
Zimbabwe 41,331 1,091 (639) 1,895 - 43,678
Other restricted funds 7 8 (8) - - 7
152,701 5,866 (20,416) 6,676 136 144,963
Unrestricted funds At Transfers At
1 Oct Gains/ between 30 Sept
2018 Income Expenditure (Losses) funds 2019
£’000 £’000 £’000 £’000 £’000 £’000
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Unrestricted funds At Transfers At
1 Oct Gains/ between 30 Sept
2018 Income Expenditure (Losses) funds 2019
£’000 £’000 £’000 £’000 £’000 £’000
General funds 3,266 2,183 (4,371) 3,222 - 4,300
Designated funds 481,768 22,717 (24,102) 16,147 (136) 496,394
485,034 24,900 (28,473) 19,369 (136) 500,694
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Designated funds At Transfers At
1 Oct Gains/ between 30 Sept
2018 Income Expenditure (Losses) funds 2019
£’000 £’000 £’000 £’000 £’000 £’000
Foundations 42,813 1,181 (2,741) 1,765 150 43,168
Apostolic Works 94,438 1,405 (1,782) 2,909 - 96,970
Formation 146,817 2,499 (3,304) 6,489 - 152,501
Old Age 82,687 2,644 (2,767) 3,458 (48) 85,974
Bellarmine 68,354 1,733 (866) 1,085 (150) 70,156
Personnel support and training 10,211 222 (191) 407 - 10,649
Jesuit Development 872 18 (14) 29 - 905
Jesuit Communities 16,655 40 (268) - - 16,427
Local Trusts 2,324 11 - - - 2,335
Other educational funds 13,378 12,629 (11,467) - (88) 14,452
Society of Jesus Charitable Trust
1,049 335 (702) 5 - 687
(1990 Trust)
Allocated investment gains 2,170 - - - - 2,170
481,768 22,717 (24,102) 16,147 (136) 496,394
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jesuit.org.uk 67

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Pupils and teachers of St Ignatius College, Enfield celebrate the school’s 125th
anniversary at Westminster Cathedral
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Registered charity numbers: England & Wales 230165 Scotland SC040490

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Provincial Offices, 114 Mount Street, London W1K 3AH 020 7499 0285 jesuit.org.uk enquiries@jesuit.org.uk Designed by: www.peters-house.com Front cover: Volunteers from the Central London Catholic Churches group providing refreshments and clothing under the Fourth Plinth in Trafalgar Square during the first lockdown