**REGISTERED CHARITY NUMBER: 233881**
## **REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2021**
## **FOR**
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **CONTENTS**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
||Page:|
|---|---|
|Trustees Report|1 to 4|
|Independent Examiner’s Report|5|
|Statement of Financial Activities|6|
|Balance Sheet|7|
|Notes forming part of the financial statements|8 to 13|
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION TRUSTEES REPORT**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
## **Trustees**
Patrick Patterson ( Bro. Francis) Jacques Jouvance (Bro.Jacques) Yannick Houssay (Bro Yannick) Laurent Bouillet (Bro Laurent) Herve Asse (Bro Herve)
## **Address and Registered office**
C/o St Francis Xavier’s College Community House 23 Beaconsfield Road Liverpool L25 6EE
## **Independent Examiner**
Mr K Cooper FCA Moore (South) LLP The Quay 30 Channel Way Ocean Village Southampton Hampshire SO14 3TG
## **Principal bankers**
HSBC Bank PLC Allerton Branch 23 Allerton Rd Liverpool L18 2DA
## **Solicitors**
Payne Marsh Stillwell 6 Carlton Crescent Southampton SO15 2EY
1
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **TRUSTEES REPORT**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
The Trustees present their annual report and the financial statements for the year ended 31 August 2021. The financial statements have been prepared in accordance with the accounting policies set out on page 8 and comply with the Charity’s trust deed, the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the financial reporting standards applicable in the UK and Republic of Ireland.
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
## **Governing document**
The Charity is constituted by a 1965 Trust deed and is registered with the Charity Commissioners under Charity number 233881.
## **Trustees**
The Trustees named above have served throughout the year. Appointment of Trustees is governed by the regulations of the Charity as stated in the Trust deeds of 1965. Trustees are elected by members of the English Province of the Brothers of Christian Instruction to serve for a three-year term of office, with the exception of the Provincial Superior, who is a trustee ex-officio. The Provincial Superior is appointed by the General Council of The Brothers of Christian Instruction based in Rome, following consultation of the brothers of the province, for a six-year term of office. He may be re-appointed for one or two three-year terms.
## **Risk management**
The Trustees have in place a risk management policy relating to financial responsibilities and each school has its own risk management policy relating to the activities of a school. The Charity will develop systems to monitor and control these risks to manage any impact that they may have on the Charity in the future.
## **Trustees training**
Input is arranged at one meeting per year and via inter-religious congregation involvement. Trustee representation at conferences relating to Charity Commission matters is encouraged. Individual trustees undertake their own professional in-service training which applies to the educational objectives of the trustees.
## **Organisational structure**
The English Province of The Brothers of Christian Instruction (EPBCI) is part of a worldwide congregation with establishments in twenty-five countries. In keeping with the vision of their founders John de La Mennais and Gabriel Deshayes, who began the Congregation in 1819 in Brittany, France, the Brothers strive to spread the knowledge of Jesus Christ and his Gospel. The Brothers exercise this apostolate chiefly, but not exclusively, in the field of Education.
The Brothers had two communities in England, both of which are closely connected with schools. In Southampton, St Mary's Independent School an Independent Day School for Boys and Girls. It is a separate registered Charity, (No. 1155647) whose Trustees are appointed by EPBCI. The school has two departments. The Preparatory Department with Nursery, Charlton House, caters for children between 3-11, and the senior department for students from 11-16. This school however, ceased activities in the year.
In Liverpool, St Francis Xavier’s College is an Academy for boys from 11-18 with girls accepted into the sixth form. The Academy is a company limited by guarantee (No. 08137421) and an exempt Charity. The trustees are EPBCI who appoint members to the Governing body.
## **Equal opportunities policy**
The Trustees operate an equal opportunities policy, as employer, seeking to appoint employees best qualified to carry out their several duties. With the exceptions permitted within the law they seek to make appointments without regard to gender, race or disability.
## **OBJECTIVES AND ACTIVITIES**
The objects of the Charity are to carry on, or direct any charitable works that advance the religious and other charitable works for the time being carried on, by, or under the direction of the EPBCI.
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**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **TRUSTEES REPORT**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
## **ACHIEVEMENTS AND PERFORMANCE**
The main focus of the Charity's activities continues to be the education provided by the two schools directed by the Brothers themselves.
Support of the school in Southampton has ceased following the closure of St Mary’s Independent School. The support of the school in Liverpool continues, which provides facilities for the general public use. In Liverpool, the Charity continued its support of the development of St Francis Xavier's College in its identity as an Academy.
During the year part of the property in Southampton was sold for circa £2M, enabling the Charity to repay its loan from the France Brothers of Christian Instruction. A significant donation was paid to that organisation.
## **FINANCIAL REVIEW**
## **Review of the financial position**
In Southampton, the Charity had continued to support the St Mary's Independent School. Financial support amounting to £189,906 (2020:£251,895) was given during the year, leading up to the sale of property, and the charity remains responsible for ongoing costs. This sale enabled the loan to be repaid of £632,965, and a significant donation was made to the French Brothers of Christian Instruction of £367,034. Whilst this improved the charities current asset position, significant expenditure was incurred on the update and refurbishment of another property “Charlton House”. Overall the net current asset position has been improved following the sale of property.
The net movement in funds in the year was a surplus of £16,581 (2020: deficit of £460,934) after incurring annual depreciation of £139,191. (2020: £182,003). The surplus has been added to reserves which stood at £4,744,738 at the year end (2020: £4,728,157).
The Charity has designated funds to be used on projects within St Francis, Xavier’s college. This amounted to £21,610 at the year end (2020: £21,673).
## **Reserves**
The Reserves represent the unrestricted funds arising from past operating results. The Trustees have determined that these reserves should be allowed to accumulate to ensure that funds are available to cover expenditure such as housing costs of the Brothers and donations to religious educational establishments which will enable them to advance the religious works as explained in the Charity’s objects. The charity has free reserves (unrestricted funds, less designated funds and those tied up in fixed assets) of £721,818 (2020: deficit of £(539,649)).
## **Plans for future periods**
There will be considerable capital developments at St Francis Xavier’s College in the coming years under the Government scheme, supported by the local authority.
As the English Province is now liaised with the French Province, joint financial investments may develop in the intermediate future.
## **Public benefit**
In setting the objectives, and planning the activities of the Charity, the Trustees are aware and have had regard to the guidance on public benefit issued by the Charity Commission.
3
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **TRUSTEES REPORT**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
## **STATEMENT OF TRUSTEES' RESPONSIBILITIES**
The Charity Trustees are responsible for preparing the annual report and the financial statements in accordance with applicable law and United Kingdom Generally Accepted Accounting Practice.
The law applicable to Charities in England and Wales 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 Charity at the balance sheet date and of its income and expenditure, for the financial year. In preparing the financial statements, the Trustees are required to:
- select suitable accounting policies and then apply them consistently;
- observe the methods and principles in the applicable charities SORP;
- make judgments and estimates that are reasonable and prudent;
- state whichever applicable accounting standards have been followed, subject to any material departures that must be disclosed and explained in the financial statements;
- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Charity will continue its activities.
The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
## **INDEPENDENT EXAMINERS**
Moore (South) LLP continue to act for the Trustees and a resolution to re-appoint them will be proposed at the annual general meeting.
## **APPROVAL**
Approved by the Trustees and signed on their behalf:
Bro. Francis Trustee
Date: 28 October 2022
4
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **INDEPENDENT EXAMINER'S REPORT**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
## **Independent Examiner's Report to the Trustees of the English Province of the Brothers of Christian Instruction**
I report on the accounts of the Trust for the year ended 31 August 2021, which are set out on pages 6 to 11
## **Responsibilities and basis of report**
As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent Examiner's Statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or
2. the accounts do not accord with those records; or
3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
K Cooper FCA Moore (South) LLP The Quay 30 Channel Way Ocean Village Southampton Hampshire SO14 3TG
Date: 28 October 2022
5
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **STATEMENT OF FINANCIAL ACTIVITIES**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
|**Note**
**Income and endowments from:**
Donations and legacies
2
Investments
3
Rental Income
**Total income**
**Expenditure on:**
Charitable activities
4
**Total expenditure**
**Other recognised gains / (losses)**
Other movements-sale of property
7
**Net movements in funds**
**Reconciliation of funds:**
Total funds brought forward at 1 September 2020
**Total funds carried forward at 31 August 2021**|**Total**
**unrestricted**
**funds**
**2021**
**£**
**127,605**
**53**
**-**
**127,658**
**1,115,171**
**1,115,171**
**(987,513)**
**1,004,094**
**16,581**
**4,728,157**
**4,744,738**|**Total**
**unrestricted**
**funds**
**2020**
**£**
170,543
96
5,920|
|---|---|---|
|||176,559|
|||637,493|
|||637,493|
|||(460,934)
-|
|||(460,934)
5,189,091|
|||4,728,157|
The statement of financial activities includes all gains and losses recognised in the year.
The notes on pages 8 to 13 form part of these financial statements
6
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **BALANCE SHEET**
## **AS AT 31 AUGUST 2021**
|**Note**
**Fixed assets**
Tangible assets
8
**Current assets**
Cash and cash equivalents
9
**Current liabilities**
Creditors amounts falling due within one year
10
**Net current (liabilities)/assets**
**Total assets less current liabilities**
**Net assets**
**Total unrestricted funds**
12|**2021**
**£**
**4,001,247**
**751,891**
**751,891**
**8,400**
**743,491**
**4,744,738**
**4,744,738**
**4,744,738**|**2020**
**£**
5,246,196|
|---|---|---|
|||123,326|
|||123,326
641,365|
|||(518,039)|
|||4,728,157|
|||4,728,157|
|||4,728,157|
Approved by the Board of Trustees on 28 October 2022 and signed on its behalf by
Bro. Francis Trustee
The notes on pages 8 to 13 form part of these financial statements.
7
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **NOTES FORMING PART OF THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
## **1 Accounting policies**
## **(a) Basis of preparation and assessment of going concern**
- English Province of the Brothers of Christian Instruction is an unincorporated charity registered in England and Wales under number 233881, and constituted under a Trust Deed dated 8 November 1965. The contact address of the charity is given on page 1 of these financial statements.
The Trust constitutes a public benefit entity as defined by FRS102. The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard (FRS102) applicable in the UK and Republic of Ireland issued in October 2019, and the Charities Act 2011, and UK Generally Accepted Accounting Practice.
The Trustees consider that there are no material uncertainties about the Trust’s ability to continue as a going concern.
The financial statements are prepared on a going concern basis under the historical cost convention, modified to include certain items at fair value. The financial statements are presented in sterling which is the functional currency of the charity and rounded to the nearest £.
The Trust has taken advantage of the exemption not to produce a cash flow statement.
## **(b) Charitable Funds**
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.
Designated funds comprise unrestricted funds that have been set aside by the trustees for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.
Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes. The cost of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements. There are currently no restricted funds.
## **(c) Income recognition**
All incoming resources are included in the Statement of Financial Activities (SoFA) when the charity is legally entitled to the income after any performance conditions have been met, the amount can be measured reliably and it is probable that the income will be received.
The main income of the Charity results from the Brothers salaries and pensions credited directly to the Charity bank account. See note 2.
Legacies are recognised following the granting of probate when the estate has notified the Charity in writing both the amount and settlement date. In the event that the gift is in the form of an asset other than cash, recognition is subject to the value of the gift being reliably measured and title is transferred to the Charity.
Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the Charity; this is normally upon notification by the bank.
## **(d) Expenditure recognition**
- Liabilities are recognised as expenditure as soon as there is a constructive or legal obligation committing the Charity to that expenditure and the amount can be measured reliably. Expenditure is included on an accruals basis. VAT is not recoverable by the Charity and is included with the item of expense to which it relates.
8
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **NOTES FORMING PART OF THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
Support costs are those which assist the work of the charity but do not directly represent charitable activities and include office costs, governance costs, administrative and finance costs. All support costs are incurred directly in support of the expenditure on the objects of the charity.
Grants and donations are payments made in the furtherance of the charitable objectives of the Trust.
## **(e) Tangible fixed assets and depreciation**
Land is not depreciated. Tangible fixed assets are stated at cost (or deemed cost) or valuation less accumulated depreciation and impairment losses. Depreciation of other assets is provided at rates calculated to write off the excess of cost over estimated residual amount over the estimated useful economic lives of each asset as follows:
Buildings : 50 years Fixtures and Fittings : 25% reducing balance Motor vehicles : 25% straight line
**(f) Loans and borrowings** Loans and borrowings are initially recognised at the transaction price including transaction costs. Subsequently, they are measured at amortised cost using the effective interest rate method, less impairment.
- **(g) Foreign currency**
Foreign currency transactions are initially recognised by applying to the foreign currency amount the spot exchange rate between the functional currency and the foreign currency at the date of the transaction.
Monetary assets and liabilities denominated in a foreign currency at the balance sheet date are translated using the closing rate.
## **(h) Tax**
The charity is an exempt charity within the meaning of schedule 3 of the Charities Act 2011 and is considered to pass the tests set out in Paragraph 1 Schedule 6 Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes.
- **(i) Going concern**
The financial statements have been prepared on a going concern basis as the trustees believe that no material uncertainties exist. The trustees have considered the level of funds held and the expected level of income and expenditure for 12 months from authorising these financial statements. The budgeted income and expenditure is sufficient with the level of reserves for the charity to be able to continue as a going concern.
**(j) Judgements and key sources of estimation uncertainty** In the application of the charity’s accounting policies the Trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated estimates are based on historical experience and other factors that are considered to be relevant, Actual results may differ from these estimates. The valuation of certain properties were made using estimated historic cost values.
The estimates and underlying assumptions are reviewed on an ongoing basis.
9
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **NOTES FORMING PART OF THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
## **2 Donations and legacies**
|Donations from Trustees
Other Donations
**3**
**Investment income**
Bank Interest
**4**
**Expenditure: Charitable activities**
**Charitable Expenditure**
Donation to St Mary’s Independent School
Donation to France Brothers of Christian Instruction
Housing costs
-
Rates and water
-
Light heat and power
-
Food and living expenses
- Housing depreciation
Wages (note 5)
Maintenance
Transport
Depreciation
Loss on disposal of assets
**Support costs:**
Printing, postage and telephone
Accountancy and other fees - governance
Foreign exchange difference
Bank charges
Legal and professional - governance|**2021**
**£**
**60,284**
**67,321**
**127,605**
**2021**
**£**
**53**
**2021**
**£**
**189,906**
**367,034**
**24,673**
**7,652**
**138,053**
**-**
**10,710**
**196,255**
**10,896**
**139,191**
**4,500**
**3,042**
**8,340**
**1,693**
**812**
**12,414**
**1,115,171**|**2020**
**£**
141,511
29,032|
|---|---|---|
|||170,543|
|||**2020**
**£**
96|
|||2020
£
251,895
67,357
4,131
7,847
48,768
6,300
9,080
13,958
18,164
175,703
-
3,331
10,308
20,204
477
-|
|||637,493|
## **5 Staff costs**
||**2021**|**2020**|
|---|---|---|
||**£**|**£**|
|Wages and salaries|**10,710**|9,080|
No employee earned over £60,000 in the year (2020: none). The average number of employees, calculated on full time equivalent basis was 1 (2020: 1).
The Trustees, who are the key management personnel, neither received nor waived any emoluments during the year (2020: £nil).
Payments of £nil (2020: £nil) were made to the Trustees in the year.
10
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **NOTES FORMING PART OF THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
## **6 Governance costs**
Included within support costs above are legal and professional and accounting costs which constitute governance costs. The total accounting costs included £2,000 (2020: £2,000) in respect of the independent examination, and the remainder for the preparation of accounts in statutory format and accounting services.
## **7 Exceptional item: Gain on the sale of Property**
The charity sold part of the land and buildings forming part of St Mary’s College Senior School, in Southampton, together with two cottages in Cobden Avenue giving rise to a gain on sale of £1,004,094.
## **8 Tangible Fixed assets**
|_Cost_
At 1 September 2020
Additions
Disposals
At 31 August 2021
_Depreciation_
At 1 September 2020
Charge for the year
Disposals
At 31 August 2021
Net book value
At 31 August 2021
At 31 August 2020|**Land and**
**buildings**
**£**
8,990,362
112,721
(2,089,538)
**7,013,545**
3,750,716
139,191
(877,609)
**3,012,298**
**4,001,247**
5,239,646|**Fixtures and**
**fittings**
**£**
101,723
-
-
**101,723**
101,723
-
-
**101,723**
**-**
-|**Motor**
**vehicles**
**£**
23,056
-
(23,056)
**-**
16,506
-
(16,506)
**-**
**-**
6,550|**Total**
**£**
9,115,141
112,721
(2,112,594)|
|---|---|---|---|---|
|||||**7,115,268**|
|||||3,868,945
139,191
(894,115)|
|||||**3,114,021**|
|||||**4,001,247**|
|||||5,246,196|
Included in land and buildings is land valued at £54,000 (2020: £54,000) which is not depreciated.
## **9 Cash and cash equivalents**
|Cash at bank
Cash|**2021**
**£**
**750,641**
**1,250**
**751,891**|**2020**
**£**
121,693
1,633|
|---|---|---|
|||123,326|
11
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **NOTES FORMING PART OF THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
## **10 Current liabilities**
|Accruals and deferred income
Loan – French Province|**2021**
**£**
**8,400**
**-**
**8,400**|**2020**
**£**
8,400
632,965|
|---|---|---|
|||641,365|
In January 2016, a loan was taken out with the French Province for €200,000. Further to this, other loans were granted in 2018 and 2020 totalling €860,186. This loan was fully repaid in February 2021.
## **11 Financial Instruments**
The carrying amount of the Charity’s financial instruments measured at fair value through net income/expenditure is as follows:
|Financial assets
Financial liabilities||**2021**
**£**
**751,891**
**8,400**|**2020**
**£**
123,326
641,365|
|---|---|---|---|
## **12 Analysis of charitable funds**
|**Fund**
**B/fwd**
**£**
**Income**
**£**
**Expenditure**
**£**
**Exceptional**
**£**
Unrestricted
4,706,484
127,655
(1,115,105)
1,004,094
Designated
21,673
3
(66)
-
4,728,157
127,658
(1,115,171)
1,004,094
The Designated Funds arose from monies in St Francis Xavier's College and will be used
projects specific to this school.
**Comparative**
**information**
**Fund**
**B/fwd**
**£**
**Income**
**£**
**Expenditure**
**£**
**Exceptional**
**£**
Unrestricted
5,167,398
176,513
(637,427)
-
Designated
21,693
46
(66)
-
5,189,091
176,559
(1,115,171)
-|**Fund**
**C/fwd**
**£**
**4,723,128**
**21,610**|
|---|---|
||**4,744,738**|
||for
**Fund**
**C/fwd**
**£**
4,706,484
21,673|
||4,728,157|
## **13 Analysis of Net Assets between funds**
|Tangible fixed assets
Bank and cash
Current liabilities|**Unrestricted**
**£**
4,001,247
730,281
(8,400)
4,723,128|**Designated**
**£**
-
21,610
-
21,610|**Total**
**£**
**4,001,247**
**751,891**
**(8,400)**|
|---|---|---|---|
||||**4,744,738**|
12
**ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION**
## **NOTES FORMING PART OF THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 AUGUST 2021**
|**Comparative information:**
Tangible fixed assets
Bank and cash
Current liabilities|**Unrestricted**
**£**
5,246,196
101,653
(641,365)
4,706,484|**Designated**
**£**
-
21,673
-
21,673|**Total**
**£**
**5,246,196**
**123,326**
**(641,365)**|
|---|---|---|---|
||||**4,728,157**|
## **14 Transactions with Trustees**
As members of the order, the Trustees’ living expenses during the year were borne by the Trust, but the Trustees did not receive any remuneration or other benefits in connection with their duties as trustees during the year.
This same arrangement was in place in the previous year.
## **15 Related parties**
As described in the Trustees Report on page 2 the EPBCI is closely connected to two schools, St Mary's Independent School in Southampton (Charity number 1155647) and St Francis Xavier's College in Liverpool, an Academy.
St Mary's Independent School as an independent school, is a separately registered Charity and shares the same Board of Trustees as EPBCI. From time to time EPBCI has made considerable financial donations to St Mary's Independent School. During the year donations totalling £189,906 (2020: £251,895) were made to St Mary's Independent School and Charlton House. St Mary’s Independent School has ceased trading but Charlton House has recommenced its activities. The salaries and pensions received by the Trustees of St Francis Xavier's College amounting to £60,284 (2020: £141,511) were covenanted directly to EPBCI and form the main source of income of the Charity.
13