Finance Score: -3

Governance Score: -4

Support Score: 0

Spending falling: -1
Deficit latest year: -2

No conflicts policy: -1
All female board: -3

No supporters identified

Overall GiG Score: -7

MARIA ASSUMPTA TRUST

The Charity was formed in October 2008, its funds were invested to generate income to fund the payment of donations and grants. The trustees review requests for funds from the UK and overseas, and make grants as they judge appropriate. The Trustees have established a Grant Making Policy, and procedures and guidelines for grant applications are in place.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely female

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22	£529	£654	£-125	£0	£20,701	£284	5.2	0
31/12/21	£462	£489	£-27	n/a	n/a	n/a	n/a	n/a
31/12/20	£423	£613	£-190	n/a	n/a	n/a	n/a	n/a
31/12/19	£479	£7,695	£-7,216	n/a	n/a	n/a	n/a	n/a
31/12/18	£592	£4,597	£-4,005	£0	£26,784	£615	1.6	0
31/12/17	£10,540	£189	£10,351	£0	£31,721	£545	34.6	0
31/12/16	£469	£821	£-352	£0	£0	£0	n/a	0
31/12/15	£404	£439	£-35	£0	£0	£0	n/a	0
31/12/14	£409	£265	£144	£0	£0	£0	n/a	0
31/12/13	£366	£2,568	£-2,202	£0	£0	£0	n/a	0
31/12/12	£409	£2,431	£-2,022	£0	£0	£0	n/a	0
31/12/11	£350	£2,682	£-2,332	£0	£0	£0	n/a	0
31/12/10	£357	£2,775	£-2,418	£0	£0	£0	n/a	0
31/12/09	£21,193	£7	£21,186	£6	£22,467	£136	233.1	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 54%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 5.2 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.8

Asset Split ?

Established: 15 years

enquiries@assumptionreligious.org

0207 361 4756

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides other finance

Where it operates

Brazil, Burkina Faso, Cameroon, El Salvador, France, India, Ivory Coast, Kenya, Madagascar, Nicaragua, Niger, Rwanda, Spain, United States,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Gender Split

SISTER VERONICA ANN ROWLEY R.A.

SISTER CECILE FRANQUIN R.A. Appointed: 2015

SISTER ISABELLE ROUX R.A. Appointed: 2019

SISTER CATHERINE COWLEY RA (Chair), Other trusteeships: RELIGIOUS OF THE ASSUMPTION, THE DUCHESS OF LEEDS ASSUMPTION FUND,

SISTER MAUREEN GERTRUDE CONNOR RA, Other trusteeships: RELIGIOUS OF THE ASSUMPTION, THE DUCHESS OF LEEDS ASSUMPTION FUND,

SR DR CATHERINE JONES Appointed: 2013, Other trusteeships: RELIGIOUS OF THE ASSUMPTION, THE DUCHESS OF LEEDS ASSUMPTION FUND, THE CENTRE FOR MARIAN STUDIES,

Legal constitution

Charity registered in England & Wales on 11/12/2008, number: 1127151

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

14 returns made; all on time

Main office

CONVENT OF THE ASSUMPTION
20 KENSINGTON SQUARE
LONDON
W8 5HH

Objectives

THE OBJECTS ARE FOR SUCH CHARITABLE PURPOSES AS SHALL ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE ORDER ANYWHERE IN THE WORLD AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources