'A faith th'2 li , ANNUAL REPO.RT. .
| Trustees | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The following trustees | ore in offic | Nicholas Austin SJ |
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| os ut I I May 2024 ond served throughout the financial year (unless otherwise stated) |
Peter Gallagher SJ Damian Howard SJ Keith McMillan SJ (Provincial and (Provincial and (Treasurer and |
Chairman) Chairman) Secretary) |
—appointed —resigned |
I September 2023 31 August 2023 |
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| Gerard Mitchell SJ |
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| Paul Nicholson SJ (Socius) |
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| Matthew Power SJ |
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| Stephen Power SJ |
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| David Smolira SJ | ||||||||||||
| Principal | address | I 14 Mount Street, London W IK 3AH | ||||||||||
| Auditor | Buzzacott LLP | |||||||||||
| 130Wood Street, London EC2V 6DL | ||||||||||||
| Bankers | HSBC Bank pic | |||||||||||
| 60Queen Victoria Street, London EC4N 4TR | ||||||||||||
| Lloyds Bank pic | ||||||||||||
| 39Threadneedle Street, London EC2R SAU |
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| Main Investment | Managers | AXA Investment Management |
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| 22 Bishopsgate, London EC2N 4BQ | ||||||||||||
| CCLA | ||||||||||||
| OneAngel Lane, London EC4R 3AB |
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| Comgest Asset Management International |
Limited | |||||||||||
| 2 Grand Canal Square, Dublin 2,Ireland |
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| Seville Investment Management |
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| 33 Margaret Street, London W IG OJD | ||||||||||||
| Estate Managers | Youngs RPS (incorporating Stanton |
Mortimer | Limited) | |||||||||
| Priestpopple, Hexham, Northumberland |
NE46 | IPS | ||||||||||
| HDAK | ||||||||||||
| B2 Pittman Court, Pittman Way, Fulwood, Preston |
PR2 9ZG | |||||||||||
| Insurance | Brokers | PIB Insurance Brokers |
||||||||||
| Poppleton Grange, Low Poppleton Lane, |
YorkYO26 | 6GZ | ||||||||||
| Solicitors | Stone King LLP | |||||||||||
| Upper Borough Court, Upper Borough Walls, Bath | BA I | IRG |
| :Tageiyg;, , = =',', '' . |
li Progress made | |
|---|---|---|
| Format)antacid fyhoelopment ofjthe'A'posto(ISrfJIsilv'Fcir thekotiilng year we ainllto'"- ' ' " r |
||
| i1:i' Co'mplete tJte redevelopnierit of Thinking Faith, turning It fronv a textsdnly service, to one which offers pot(casts, and a new website, |
ii . 'fieea+e00)~'fqvffr~fdab(ilrTfjJ'Jifg(ftiytaff efstbggsif)J)' fmsfttece((ibe~8ik')ieai~)a'asgggg)kighe@WiIgbg''PdI8) tag)trbfte, Iaqr)diaJJ . -:assuqsfusruJeasv'~ sfgTffsgft y'psrf)ran"T)iftlgss f%gkf)).'(geesI'sa)stet)us yaarjjerads)tsiigf)(tr)ifua~iitir4ifa NthKetcf)kitrqavnfoaded-P~ |
|
| as away to reach out to a wider | Apple and Andmid platforms |
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| and younger audience. . | ||
| Complete a new website to sit |
This new website will b'e online around Easter 2024. |
|
| alongside tbe redevelopment ofthe |
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| Jesuit Institute. | ||
| Continue to w'ork alongside the Vocations Director using our media resources to increase interest in the |
We are providing practical support to the Vocations Director as he builds a new website, and'we a're collabomting on a priht campaign. In addition, we have repurposed our successful YouTubeVocations videos as shorter clips for social |
|
| Jesuits by men who may become | media. | |
| interested in joiriing the Society. |
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| Generally, increase the reach of the Society, and its role in modern |
Several stories about the'Jesuits have been successfully placed in the Media the past year, with Jesuits appeariing on BBCprogrammes, and being quoted |
over in |
| Britain. | .print publications. | |
| Safeguarding | ||
| Produce the plans required under the new framework ofstandards: a 3-year safeguarding plan; a training plan and a communications and engagement plan. |
The plans have been produced but are under review. The Catholic Safeguarding Standards Agency (CSSA) is conducting a review of all policies and procedures and an audit programme, to be cerned out by the Social Care Institute for Excellence (SCIE).This is a very reputable organisation that works with statutory, third sector and religious organisations. |
|
| Complete the update of all Province safeguarding policies, guidance and procedures in the light ofthe new |
Updating policies is on hold pending SCIE's review. The intention is that all policies, guidance and procedures follow a "one-church" approach, that will informed by the result ofSCIE's work |
be |
| standards framework. |
||
| Update the safeguarding risk register. |
The safeguarding risk register was completed and reviewed at each meeting the Safeguarding Committee. |
of |
| Cotnm&ss&ou an ingdpgndentttevfewg ofthe,province's sa eguardmgg arrangemenss ' ' |
& Wn &lidfff~f&th+devefopnije&its @1th CSSA agd SCI'E chit has be'en c'arrTiid jorwara' v ' go-2@jjj' - i p- I |
.. | j | |
|---|---|---|---|---|
| Review the Scoping Exercis&tIin .relation to eight. woiks of the |
. +an 'ght gtheghvelp |
&ments &Jv&th CSVA&an) SCIE,this has been carried forward |
||
| Province„ | ||||
| Apchtves . ' |
— i, I'r |
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| 'ri. + I&v+ p t;"m vy~"e- ~T&&~ &=..—& Fully catalogue'the I I colledt&onsMt qTbJ~im &i&as fully rL&et, personal papeps that are 'opening in 2022 by end ofSeptember 2023. i: .i& i' " I ii, i» 'i'itv~& sl ss&&g& i and three catalogues are~oy& available ijo searcTI tfffjlrfe&- wr, I i,ii i, |
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| b avgas&ury g.. + Bj& j"' |
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| —,jnCprpJirateg gfganJSatipn chid titarya Lth8tpl'ocessa &' ' &f Ti,x |
.;. " . gjjttgax " V "' . ' ' btaa . .~@i i, , ' +~ijt ' . . &4sjlIHMPreIJP~g. . ' ade , tgN~jgt'tj;strut(u~ra t~n, eh@i@ ' att',-,ea~~g~t&&s:~'~on fja the |
I | ||
| I Measure our organisation's carbon footprint and agree'a plan ofaction to become net carbon-zero as soon as it is reasonably practical to do so. |
The Provjnbe's carbon footpwnt was measured and the results disseminated aptteegthe Phovince. A series of carbon audits ofthe major properties took ptacchalttt a decarbonisation forum was established to share practice across the' orgaii'hatton. |
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| General | ||||
| Organise the process for the appointment ofa new Provincial ro start his teim in September 2023. |
Fr Petei Gallagher SJ was appoihted as Provincial, taking office at the start of September 2023, Fr Damian Howard SJ moved, with the Society's gratitude for ihis six years as Provincial, to a new role as Chaplain to the University ofOxford. offer |
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| Organise a retreat for Jesuits arid partners in mission on the theme of ecological conversion. |
Tit&t&pN'$%, JLegtttc:Pstkftmd+'fy'psatgsagfss greg&p'e sztbg+'SBIIK Bestntteffbfri a they&k&tsT Iastmi'0 ce4ciecli'ps cssJa&gleet ~to'ja'FJI&t&~tsfag gfitcfe &By'&Jettttgth 4ueBJ,cjtil~s' ffsxtgiezkegltjtfetttypbdtagazcfygtte AeMh'~sfg, |
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| 5gtaPia'aryP»XII&I&tee (EQIFjjltetreaIRaaPVSafe331&aen'tffeTe'&Ptytiaaugttt&41'K4Cijteatj |
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| WatibJW Itttf&vv&tusd ftv&ietfa vti&rttg'amffslaoxksfor tlptti t&JJere'scWik*anB ttfen'to |
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| reflect on what we in turn must an give to our divine Majesty". |
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| Welcome the General Superior of the Jesuits for a tour ofsome ofthe Province's new developments. |
FrArtuf&e&Cosh SJ,the Superior General, visited the Province in April 2023, visiting spirituat~and pamshes and meeting with fellow Jesuits, lay staff, parishioners, and friettifa 4f'the Society. |
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| During his time with us, Fr General celebrated Mass at Saint Francis Xavier in |
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| Liverpool, unveiling a plaque to mark the 175th anniversary ofthe church. He |
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| visited St Beuno's Jesuit Spirituality Centre inWales, and Manresa House in |
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| Birmingham, where he met with men training for and reflecting on religious life before taking their First Vows. |
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| In Oxford, he visited Campion Hall and met with staff at the Laudato Si' Research |
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| Institute before returning to London to celebrate Mass at the Farm Street |
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| Church. He was given a tour ofthe British Jesuit Archives, and spent time at the London Jesuit Centre with fellow Jesuits, staff and friends. |
| | | |||||
|---|---|---|---|---|---|
| I | rt a o I n a |
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| de he a-n oz J oiete J y, I i I h ect -I r ii nm 28 I - ni ' o u b's s .'I g,~ iF L qr as Irt~te tJa co i~help gifp~iy p a&orrpriinBA+Jfuv p . ' /iona. QQ . .c QSiled itic sBciety hi tionrap~eLjppedjNaaions Environ rfientalL st ~ osEelsi' 6 if' 8' i.'- '" i v.'p~ ra a&+ps'chadr~f thuIF Brriiori Eartli', Faith/a~sg5teeglnBrCornrjiitfee~i ...-,n —: ' o the!kivll iSljcidt'yrrUnit'SfIJFie Ubt EnviroIijlipnt'ajijts'semblyn (UN%'-6),'whicTi.i Igatbers m'ore thin 85 fsitTI&6aserj 4~rnitationt This'has enabled access to s' |
i. | ||||
| UN policy platforms to diss'eminate'Ne lhtegibl ecology paradigm, including rep'resentationi at the COP2B evehg 'in Dubai. 'Cdnfjectlins with Jesuit Universities |
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| have continued, induding Georgetown and For'dham, as will as with Jesuit |
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| Institutes around the world. |
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| .Ensure integral ecology continues to influence ahd, inform the ihigher educatio'n. sector, especially via LSRI teaching arid networking efforts in the University ofOxford. |
- . |
The last academic year has deepened the embeddedness of the LSRI in the gsgcjfmg'z 'ahttirm'tfpthe44iirmmJIy O'f'Cubtfog4. in@rdirfg4nsilrtfystfdtsyofg IOJIfft(agmv'I'Bfgllcijjy ~~tffltarijjts'ctngtbsfbrrgtaf@i5i Jrjghlfil ipsftgcjimsfitrggjftgiafn gfjmEis~:eflijtengstrilnaj~TfsyjrBtlB" IMJB''t5i~gir Jvta'bsrartfnrjshstetyuarsfpsjrjlsg~Bipa~figgti"Bigresstsy' |
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| 'fjttttioBJ, Bftgstsj0rrPIlgiencftha'BitrInasnrergy, ac~i'gtstmf6jffrTjit strf ifgEgttd' gujfrlsilfsfyrgiirii "tBelvscifty. 'rsfThscgogy sjd RsJIJF'trrL t$Rligmd'ehe'gift'Jgsffd glgo '~', togahTdg aMi osh'erteisnfslbqtloneuag 2' tsjtjtett:.sreisrtIEtjtisiyorf4, ,IB@tfdli4gjts Jtjsfr'nbtn. Bstlfutmr fsrsvtesjefh@e:.UrnjjasttrspixajvrgyjN@r4iif .-:Jji~'ilahfsttslga+s~eJfj of2furfcjjednrsetsft'8, ".CcliigS:Dngllh. .4e8idIIRB@vcti@egiJtcJBeBlhgfefsity orfT rssrtttssnd el sevhejat, |
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| Formation | |||||
| The formation ofyoung Jesuits and lay For the coming year we aim to: |
Catholics is supervised by a Delegate ofthe Provincial. |
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| Welcome and re-launch the novitiate programme for first year novices especially from Britain, rhe |
Following successful renovation of Manresa House in Birmingham, the novitiate opened in September 2023', welcoming atotal of seven novices from across these Provinces. |
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| Czech Republic, Ireland, the Low | |||||
| Countries and Slovakia. |
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| Provide financial support for the Jesuit formation centre in Paris to make it sustainable into the middle |
The Province continued its support for the Centre Sevres in Paris, by way ofa major financial grant during the year Three British Jesuits continue their formation there. |
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| term. |
| , —fag'Siffe~~l - t uvgarmL~, u |
, —fag'Siffe~~l - t uvgarmL~, u |
.' ~;,,I,uJ | .' ~;,,I,uJ | |||||
|---|---|---|---|---|---|---|---|---|
| 4,002 | 1,709 | 5,711 | 6,708 | |||||
| . aequi) | ||||||||
| M%MÃ~Ps"~~ fj@la)d~~f~a8fys~ |
.— ' ~irA avis a ef tun |
9,613 118 |
(26) | 9,587 118 |
9,472 129 |
|||
| :":43((Fgr'0'61(vi(IQisdypfptaaratifigdmgs | 211 | 211 | 310 | |||||
| '.Iovggbitdb&;- | 10,098 | 1,553 | 11,651 | 9,873 | ||||
| lrfiber, | 681 | 681 | 802 | |||||
| Totalgactbnfe | 24,723 | 3,236 | 27,959 | 27,294 | ||||
| Expenditureon: | ||||||||
| Raising funds | 3,372 | 20 | 3,392 | 3,326 | ||||
| Charitable activities: |
||||||||
| Parish ministry | 1,666 | I,ddd | 887 | |||||
| Education | 15,422 | 16,022 | 16,086 | |||||
| Formation | 4,079 | 1,024 | 5,103 | 4,876 | ||||
| Social )ustice snd the relief | ofpoverty | 1,808 | 157 | 1,965 | 1,691 | |||
| Care ofinfirm and elderly | members | 3,741 | 3,741 | 3,441 | ||||
| Spirituality | 3,393 | 3,397 | 2,980 | |||||
| Work worldwide | 4,254 | 1,230 | 5,484 | 4,372 | ||||
| Total expenditure | 37,735 | 3,035 | 40,770 | 37,659 | ||||
| Net(expenditure)/income | before gains/(losses) | on | ||||||
| investments | (13,012) | 201 | (12,811) | (10,365) | ||||
| Ner. gains/(losses) oa investments |
13 | 36,692 | 3,757 | 40,449 | (62,689) | |||
| Net income/(expenditure) | 23,680 | 3,958 | 27,638 | (73,054) | ||||
| TransFers between funds |
18, 19 | 25 | (25) | |||||
| Net movement in funds |
23,705 | 3,933 | 27,638 | (73,054) | ||||
| Reconciliation offunds: | ||||||||
| Total funds brought forward | 609,044 | 76,526 | 685,570 | 758,624 | ||||
| Total funds carried forward | 632,749 | 80,459 | 713,208 | 685,570 |
| RWIMIWIMI | RWIMIWIMI | RWIMIWIMI | RWIMIWIMI | |||
|---|---|---|---|---|---|---|
| 79,177 | 78,770 | |||||
| 13 | 613,739 'ij) 'i-: tf:~@sg(J,-„-.'~:='il'. |
584435 ZkaSW' |
||||
| 28 | 23 | |||||
| 14 | 6,483 | 4,809 | ||||
| Xi~i' 1ljnjgAk~~ts, | 14 | 1,907 | 1,323 | |||
| 8.390 | 6,132 | |||||
| I | 15 | 23,516 | ||||
| C~~&apetr 'felN. '4'uyyer)82(dsgIB |
13,35d , dg';288' |
9,993 ' 44,J156, |
||||
| Lldbllitfdd) | ||||||
| 'C(ssfltocn A'modgia'yad)hgdde | egdi)Boneyear | 16 | (23,6d6) | (21,701) | ||
| ides eursent es'se2s | 21,d24 | 22,455 | ||||
| Tetaiessets ides ct)sseysd llabllldiis |
714,540 | 445,760 | ||||
| cr'sdltsse Arden(syaddfg„due'after'fnoreshan | nf)6943'r' | 17 | (1,332) | (190) | ||
| 7)3;208! | ||||||
| ,PI)ftds.ofhce:Char((jr: | ||||||
| dad'a)dy ' |
18 | 80,459 | 76.526 | |||
| ,idd)85uitda8 I('(IL63~ |
||||||
| tvsharsl yun'd |
4455 | 3,082 | ||||
| )3'95)seated fuhdst | 19 | 627,894 | 605,962 | |||
| Tots)anrsstrtcted Iupds |
632,749 | 609,044 | ||||
| TeLsd ()hey)syibmls. | '7)3ig08 | dl$570' |
| Cash Flow Statement —Year to 30September | Cash Flow Statement —Year to 30September | Cash Flow Statement —Year to 30September | 2023 | ||||
|---|---|---|---|---|---|---|---|
| A | (21,440) | (14,350) | |||||
| 11,651 | 9.873 | ||||||
| &'6'~ | Mid& | (2,585) (115,914) |
(6,715) (116,911) |
||||
| IIS,20S | 134,330 | ||||||
| =m=RMk.m =S~FP~~69NV~f |
Q"5 | 363 KMWJKi~ |
|||||
| ou s~ | (791) | ||||||
| 1~it d':Wti+wWen~, l;:Oj@bge |
a isi, , |
~ | 0 | fjjg 56s659 |
~ 54,810 |
||
| Csah ond:.ordhselpIIt0(AS"a'd30'gefsSetgfset | 5 | 43,'Bl9 | 00j250 | ||||
| A | Reconciliation ofnet income to operating activities sfatinca'nldfol'Ahe depait)n831erjod Adiu~ ftsr) |
net cash outflow from | RRKI 27,638 (73,054) |
||||
| LR97ccasvoii durdet | 2,170 | 1,672 | |||||
| . —I@jujrjnlahtt3hi~: | 2,500 | ||||||
| lnvaaooinaincomh, sdcejyable |
(11,651) | (9,873) | |||||
| ''Nie(8alnsj/(tases asn 309eynndnv3 |
(40,449) | 62689 | |||||
| (Incseaseg(deskeassfn Ratio |
(S) | 3 | |||||
| (Itic'categ14 ccnuse in.debtee) | (2,250) | 1225 | |||||
| lntraaest in c'mid(tart |
3,107 | ||||||
| , | hldh usth ogt0aw frosn opercdng aotividea | (21,44D) | :fidv350). | ||||
| B | Analysis ofchanges in net debt |
WWW | |||||
| Cath at bank and in hand | 9,993 | 3,363 | 13,356 | ||||
| Cash hatd vdrh investment maregers |
22,249 | (11,954) | 10,295 | ||||
| Sharc-term deposihs |
24,397 | (4,129) | 20,268 | ||||
| 56,639 | (12.720) | 43,919 |
| I Donations | and legacies | WWRIRl | WWRIRl | WWRIRl | WWRIRl | WWRIRl |
|---|---|---|---|---|---|---|
| 1,350 | 2,463 | 3,232 | ||||
| jo | ~~~P~! | 1,001 | 359 | 848 1,360 |
561 1,908 |
|
| n I w e-ua |
1,040 | 1,040 | 1.007 |
| 2 | School fees and related incotne ' |
School fees and related incotne ' |
WWRINI | WWRINI | WWRINI | WWRINI |
|---|---|---|---|---|---|---|
| Press',sdjool46e's stags(pajge | 9,692 | (9) | 9,683 | 10,044 | ||
| ,Less TiÃa()5l(sar(88'stants | and~ey dlocauhas; | (79) | (17) | (96) | (572) | |
| 0;6J3' | (28) | (5587 |
| 3 | Trading income | %III | %III |
|---|---|---|---|
| j".radihg, Income | 47 | ||
| , | li3cofnafrnnI mdlndsugsfsissyv | 79 | 82 |
| ,'l.l8 | (89 |
| l income is unrestricted. The au |
dited acco |
unts are to be tiled with | . the Registrar ofCompanies. |
. the Registrar ofCompanies. |
|---|---|---|---|---|
| StJohn's Beaumont Development | Company | Limited | WW | |
| 79 | 82 | |||
| Gnsss | 79 | 82 | ||
| Admlnaar'stfse aasa | (41) | (3.8) | ||
| sie't prolft.for the year | 38 | |||
| 43ifs Aig | (22) | |||
| 94ovemens on pront arid loss account | 16 |
| WWKIIW | WWKIIW | WWKIIW | WWKIIW |
|---|---|---|---|
| 42 | 30 | ||
| l23 | 136 | ||
| I | 136 | ||
| 45 | 4$ | 18 | |
| —,yi)i", | 'r' '~isf~3 „tf, s |
f eglgff, iI~m | cegI, |
| Investment | income | er. | ~E | ' | ie s,~":t | KIW | KIW |
|---|---|---|---|---|---|---|---|
| 674 | M8 | ||||||
| fe.M | 97$ | 833 | |||||
| 'fkotth'$3'uter@5 | 3,39I | 353$ | |||||
| .6$8i$r | 833 | 921 | |||||
| g'876 | |||||||
| Irityriat reeugvadlis |
I,267 | 2$$ | |||||
| ,$6etig IgeOI$e | 2,58$ | l.653 | |||||
| ;P6Tiii7fdlidg | I,922 | 1,829 | |||||
| I3;65I | 84I73' |
| Other income | WW | WW |
|---|---|---|
| 'Oiiffar.effiicatighei iffofne | 416 | 456 |
| Sundry lnc'aine | 265 | 346 |
| 68I |
| 105 | 105 | 65 | ||||||
|---|---|---|---|---|---|---|---|---|
| 130 | '130 | 137 | ||||||
| 247 | 247 | |||||||
| 2,321 | 2,321 | 2.461 | ||||||
| 358 | 192 | |||||||
| . ~iAI@ambe'fiftfnl. | 148 | 20 | Ida | 183 | ||||
| 0~f8 | '114;, | 8&P'gg | ||||||
| 8 Charitable | activities | ~IIIWWW | ||||||
| iietyaIIMnie'try& | 37 | 1,033 | I,dd6 | &87 | ||||
| &Orlon | 5.555 | 8,268 | 2,199 | Id,022 | 16,086 | |||
| ,Ib29ladn71 | 1,789 | 3,314 | S;I03 | 4,876 | ||||
| Sotiel Idtatdend | die relief:.of | PoBtrtf | 1.7SO | 215 | 1,965 | 1,691 | ||
| 'ISare:.oflndrln'and'ikderly. | me | bern | 2,289 | 1.452 | 3,741 | 3,441 | ||
| 'SpfriMlltr. | ' | 2,456 | 16 | 3,397 | 2,980 | |||
| 000$vfprldrlfdj | 4,840 | 5,484 | 4,372 | |||||
| 76055 | I 1t627 | 37t378 | 3'4,337 | |||||
| note Ba | note Bb |
| Prior year | charitable | activities | mm&WW | mm&WW | mm&WW | mm&WW |
|---|---|---|---|---|---|---|
| Parfib"ln!nltb77 | 28 | 670 | 189 | 887 | ||
| Qleeecl'dn | 6,013 | 9589 | 16,086 | |||
| pdrrnaddn | 1,253 | 3,623 | 4,076 | |||
| Btxiallnadte | andtbe redef | ofpoyerly | 1,661 | 30 | I,d91 | |
| ofInfirm'land. eMeriyin'embers | 2,184 | 1,257 | 3,441 | |||
| Spfrilualfly | 1,235 | 1,700 | 45 | 2,980 | ||
| Work worldwide | 3,678 | 4,372 | ||||
| 162774 | 14,333 | |||||
| note Ba | note Bb |
| Ba | Support | costs | RIWWRIW | RIWWRIW | RIWWRIW | RIWWRIW |
|---|---|---|---|---|---|---|
| 332 | 596 | 670 | ||||
| 3,605 | 1,173 | 8,268 | 9,S89 | |||
| 636 | 1,78'3 | 1253 | ||||
| 309 | 1,330 | 1,7$0 | 1,661 | |||
| 1,4$2 | 1,257 | |||||
| 757 | 2,45d | 1,700 | ||||
| 171 | 644 | 694 | ||||
| "I'i:55)3 | 'fM$' $$. | )(~,I |
| Prior year support costs | Prior year support costs | WWNINI | WWNINI | WWNINI | WWNINI |
|---|---|---|---|---|---|
| Patfs)nffdhlstrj | 195 | 458 | 17 | 670 | |
| 'Educsucon:. | 5,197 | 1484 | 9,589 | ||
| 327 | 380 | 1,253 | |||
| ,Social)est)gaead+eceflsfsf Psverty, csf'4 bf9$)ymr40$. 4%!fÃPWyif)sf(s |
841 | 416 | 1,113 | 1,661 1,2$7 |
|
| .Bpint'sassy' | 555 | 8700 | |||
| Worftseosldwlds | 555 | 139 | 694 | ||
| 5,959 | X285' | 3;499 | fd,'824 |
| Sb Grants | |||||||
|---|---|---|---|---|---|---|---|
| WKIWW | |||||||
| 1,000 | |||||||
| r ~ | -crcrc. | ~~ | 33 | 189 | |||
| P2 | '~ n'Q | I'=M~~&IRSRKGSR~ | |||||
| I | Qe,3 uIw~c | 1.767 432 |
200 284 |
||||
| YiiF5rv, | |||||||
| Yogs318isas -MIM~~~' ~~4:-;~~ |
820 | 964 | |||||
| ~d8M~~S~ | wrcst e»r | 747 | 1588 | ||||
| OII8gM '~ c'r' J cu |
6 up E4c- |
'Jtc. , r | J .-. | 1.147 | 1271 | ||
| csiyX' | |||||||
| aucdaiiuacleh dard |
'c3IeL4JcdaidlscnT6hj | ||||||
| Grani@'co;8radga and, ihdlsldudls |
215 | 30 | |||||
| 215 | |||||||
| "Sis'Iribcbilcy | |||||||
| .'araraicucuisesuicsd98 | jlr@7Iduals | 16 | |||||
| 16 | 45' | ||||||
| , | 'VA rJcvvuridugdrc | ||||||
| '22cebabvreprcaii gee~ |
dbdds'rof3 | scuse | 2369 | 1531 | |||
| dsupna glsdan;$bciec7::dgssm~. | 372 | 531 | |||||
| 5ouibsisddc'aesiun, | ."5cidel7s oj'1'i I9s: | ||||||
| 'Ha'Me Q26ceacs~bable, | 131 | ||||||
| Mid'jdcu ft'Proviri desTc77uriid | 171 | ||||||
| :Odiei,'Sdrldkls'. 8'carne | o9dr'sda | 832 | 830 | ||||
| di840 | ale: | ||||||
| 'TOCil 'aisuisa 3iiiyatad | 11,617 | 8049 |
| Staffcosts and trustees' remuneration and costs |
||||||||
|---|---|---|---|---|---|---|---|---|
| Staff costs | Kl55 | |||||||
| ID,899 | 9.933 | |||||||
| 3D | ||||||||
| I,ass | 993 | |||||||
| Jl | (.( in | 990 | 929 | |||||
| : | . IEP%4'i | ' I;l(9.88 l | ||||||
| ' | ||||||||
| ~~O888lag(fptga('f@$~ | .. | . | DSI | 830 | ||||
| WW | ||||||||
| IA(IDII~n 9'Sffdeit(eeib~ | 989 3'89., |
:~ | 2I9 'OiQ |
| 5,942 | i05,4l9 | |||
|---|---|---|---|---|
| Ikid | 748 | ~94 | ||
| (9) | (9& | |||
| P&t(98& ' ' | ||||
| At f'Ostrbef 3032 | 33i70 | 24,449 | ||
| Chasse:fer the year | 1,494 | 2& I78 | ||
| Ptfigtssg | ||||
| 'ABQ'099 | tslhbRr .2823 |
24,273 | 4554 | 28&827 |
| Boscombe | Corpus Christi Church | (transferred | (transferred | (transferred | ro the Diocese of Porrsmouth | ro the Diocese of Porrsmouth | ro the Diocese of Porrsmouth | ro the Diocese of Porrsmouth | in March 2024) | in March 2024) | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edinburgh | Sacred Heart Church | ||||||||||||
| Mayfair, London |
Farm Street Church | ||||||||||||
| Manchester | Holy Name Church | ||||||||||||
| Preston | St Wilfrid's Church, Presbytery |
and Parish | Hall | ||||||||||
| Stamford Hill, London |
St Ignatius Church |
||||||||||||
| Wimbledon, | London | Sacred Heart Church | |||||||||||
| Sheffield | Church ofthe Immaculate Conception |
(Spinkhill) | |||||||||||
| Hurst Green, | Lancashire | St Peter's Church (Stonyhurst) |
|||||||||||
| The churches are functioning |
have belonged to the churches and as such |
Trust for many years and details are neither readily marketable |
of nor |
their can |
original cost are be reliably valued |
not available. All and are therefore |
|||||||
| excluded from |
the balance sheet. |
| 13 Investments | 13 Investments | ERIRKIW | ERIRKIW | ERIRKIW | ERIRKIW | |||
|---|---|---|---|---|---|---|---|---|
| Market value at I October |
||||||||
| Less: Disposal | pfoceeds ' |
(114,289) | (917) | (115,206) | (134,330) | |||
| Add: Addioons | at cost | 115,814 | 100 | 115,914 | 116,911 | |||
| Net investment | (losses)/gsins' | 40,896 | (446) | 40,450 | (63,576) | |||
| Market valu'e | at 30September | 551,552 | 51,892 | 603,444 | 562,286 | |||
| Cash held by | investment | managers | 10,295 | 10,295 | 22,249 | |||
| 561,847 | 51,892 | 613,739 | 584,535 | |||||
| Investments held at 30September |
comprised the following: | |||||||
| Listed investments | ||||||||
| Equities: | ||||||||
| UK | 43,349 | 44,628 | ||||||
| Europe | 86,544 | 70,394 | ||||||
| North America | 310,038 | 276,021 | ||||||
| Other | 72,344 | 71,188 | ||||||
| 512,275 | 462,231 | |||||||
| Property Fund |
units | 39,277 | 46,900 | |||||
| Market value | oflisted Invest'ments | 551,552 | 509,131 | |||||
| UK investment | properties | 51,892 | 53,155 | |||||
| Cash balances | held by invescmem | managers | 10,295 | 22,249 | ||||
| 613,739 | 584,535 | |||||||
| 53 |
| I | 7 | Creditors: | amounts | falling | due | after | more | than | one | year | RMl | RMl | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| I | 8 | Restricted | funds | ||||||||||
| (8) | |||||||||||||
| 17,524 | 332 | (131) | 807 | 18,832 | |||||||||
| (b'trfbfgl) ', |
~ | 4,067 | 677 | (785) | (25) | 3,914 | |||||||
| V47@gic6)Ng(psiBii8yf | 1212 | (1.023] | 56,928 | ||||||||||
| 'Odib teastrNtecTfunda. |
875 | 1.006 | (1,088) | 793 | |||||||||
| 3;336 | (MI35) | '89,459 |
| '~i%~i~~ ~3~~' sf | '~i%~i~~ ~3~~' sf | '~i%~i~~ ~3~~' sf | 47,070 97.259 |
5267 | (2,040) (3249) |
49Q89 99,277 |
||||
|---|---|---|---|---|---|---|---|---|---|---|
| 162;716 | IG479 | (3.082) | 170,113 | |||||||
| 91,353 | 6.681 | Q,750) | 95,284 | |||||||
| 78,256 | 5197 | (2,153) | 81,900 | |||||||
| 17,427 | 1324 | (346) | 10.405 | |||||||
| 16,057 | 1218 | 17,098 | ||||||||
| ~~~~AM@3%a.: — |
== c | '~='.I | 46.684 11,710 |
3,401 752 |
(2,843) (146) |
47,323 12,316 |
||||
| 980 | 59 | 0039 | ||||||||
| ' | ||||||||||
| Q)asI115Qm(GI()n(uss | 15,75G | 73 | 15,530 | |||||||
| 1L'eCsfTriftts | 2,347 | 39 | (1567) | 819 | ||||||
| ;,(38)iiii'58((Issbaiia1 | fu'hils' | 16233 | 14,146 | (I3,156) | 11,223 | |||||
| .'068)+01()eius 9kMleegiusii((558) | %shat) | . | 241 | (241) | ||||||
| 'Qt4e"Get~tee (un'ds |
2,170 | 3.257 | (3,257) | ' | 2,170 | |||||
| 6dg,"882 | ' | (3965I) | .627,'096 |
| 20 Analysis of | net assets between | funds | funds | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| RIIW | ||||||||||
| ' I | ||||||||||
| e | 79,177 | |||||||||
| 529,365 | 84.374 | 613&739 | ||||||||
| Prior year analysis ofnet assets between | funds | |||||||||
| WW | ||||||||||
| Pdad,ba(~8'0!Sejidmbepue~ti8se~ig~, „~ | ||||||||||
| Tsnisb'ledbted~tls'. | 78,770 | 78,770 | ||||||||
| (ii((4820Itatd - |
'-. | I | I | I'rib | . | . ' I | 503,639 | $84,$3$ | ||
| iqd( qifrransastets Cn8ffoie 6'siobhYs:Ql'ist due Ream'ore tfisnipne yssr " |
3,082 | 23.743 (1901 |
(4.370) | 22,4$$ (190) | ||||||
| 1'otal net assets | 3i082 | 60$,962 | 76,526 | 685,570 |
| 27 Prior year comparatives | by fund | |||
|---|---|---|---|---|
| 4,427 | 2781 | 6,708 | ||
| 9.514 | (42) | 9,472 | ||
| 129 | (29 | |||
| 310 | 310 | |||
| 8,321 | I&52 | 9,$73 | ||
| 799 | 3 | 002 | ||
| :egg,', | ||||
| 3,316 | 10 | 3,326 | ||
| ~ykiuff ' f)3(ia5(I82(: |
15,603 | 16,086 | ||
| if%jigg@fc3i | 3559 | 1,317 | 4,076 | |
| $oc)'al:(um'oat(d. chetu06(df)YOr'47O | 1,689 | 1,691 | ||
| 68cuocf'(sy9(u)$0) Ot~~e+kgis | 3.441 | 3,441 | ||
| 2,936 | 2,9$0 | |||
| a(((08cwofb((@Is | 3,523 | 4,$72 | ||
| Ts(tal e(T9(cud(to'ru, | 0'4&%6 | 2,7103 | .97j6F) | |
| 8(at'83P9()dlturubefOrejlaS | cnttcffestmunta | (I,I;454) | !Is@19 ' |
(1)lrv36$r) |
| 'ffes losseaaac I'r(seaiiiei(fi | ($4,592) | (8,097) | (62,ii49) | |
| Nu3 Ie0(undituru | (66,046) | (7,000) | (73,0$4) | |
| Transfers ~%Wife ' |
||||
| "flat mesement' In funds. |
(66,046) | (7,008) | (73,0$4) | |
| aecondlletten offundal |
||||
| Tous;fijnds bros'gbc forward | 675,090 | 83,534 | 758,624 | |
| Total funds carried forward | .609;044 | 76;526 | 68$j$70 |
| ~%&%~505 | 291 19.006 |
332 | (77) | (19) (1,737) |
280 17,$2JI |
|---|---|---|---|---|---|
| en | 1.230 | (984) | 4,047 | ||
| 60,398 1212 (1,474) (170) 12112 %~5~&Ã~ |
(6,341) | 53,79S 87$ |
| Essnydadens | 51,9m | 1.661 | (6843) | 41&020 | |
|---|---|---|---|---|---|
| kpnssnlli', 09hr%s. | 108,445 | 1,514 | (12,700) | 97,259 | |
| Pii@'agon | 180,032 | 2,574 | (19,890) | 162,716 | |
| 'Ql'0-A$6, | 101.645. | 2.343 | (12,635) | 91,3S3 | |
| IBsl)arnI(IIe | 86.847 | 1,754 | (10,345) | 78,256 | |
| 4n7$$3,', | 19,474 | 432 | {2,479) | 11,47.7 | |
| ~~%We ' ' |
18,098 | 355 | (2.396) | 16,057 | |
| Ig)IIS)te'jj, ($(sf:PssS$$teg:. | 52,536 | 1,023 | (6,875) | 46,$84 | |
| p2'ga~ens(imppnss | 808&t)sinlsgl | 12,749 | 219 | {1,258) | Il,7l0 |
| 'Jiiuls)&@$elep&nant | 1,053 | 17 | (90) | 980 | |
| Jg'ak GiYmii(ISfiiies ~TA'sn& |
15,989 2.342 |
69 | (308) | 15&7$0 2,347 |
|
| .:O(f&86'48(I(SSlanal | (anes | 16,479 | 13,694 | (13,940) | 16,233 |
| SeKeaynf Ji70$03is(Able'fnTsl'(1990&PIda() 4i er.;aesigna(s){fuids' |
109 2,170 |
719 | (828) | 2,170 | |
| 669870 | 26/79 | (90&287) | 60S,962 |