Finance Score: -3

Governance Score: -3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Spending declining: -1

All female board: -3

No supporters identified

Overall GiG Score: -6

RELIGIOUS OF THE ASSUMPTION

Education, widely understood, is our main activity. Through it we seek to promote the growth and well-being of the individual and the transformation of the society in which they live. Today, most of our work is in non-institutional settings. Through personal contacts, in catechetical programmes, retreats and in our website we promote Christian attitudes to human dignity and respect for our planet.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet

Regulatory & Governance issues to consider:

The Board is completely female

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £51,064,000 available, equivalent to 212 months of spending and so may not be able to utilise additional funding
Spending is declining

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	£1,757	£2,884	£-1,127	£0	£57,256	£51,064	212.5	18
31/12/21	£1,109	£2,885	£-1,776	£0	£63,424	£57,248	238.1	20
31/12/20	£2,337	£2,546	£-209	£0	£61,698	£55,006	259.3	20
31/12/19	£1,744	£2,579	£-835	£0	£61,189	£54,234	252.3	20
31/12/18	£1,448	£2,795	£-1,347	£0	£57,885	£50,659	217.5	19
31/12/17	£30,494	£11,969	£18,525	£0	£60,648	£60,648	60.8	18
31/12/16	£4,329	£1,737	£2,592	£0	£40,085	£40,085	276.9	17
31/12/15	£1,122	£1,640	£-518	£16	£34,969	£34,969	255.9	16
31/12/14	£1,135	£1,464	£-329	£12	£35,109	£35,109	287.8	14
31/12/13	£1,127	£1,238	£-111	£12	£34,636	£34,636	335.7	16
31/12/12	£1,019	£1,537	£-518	£19	£32,340	£32,340	252.5	15
31/12/11	£968	£1,104	£-136	£12	£32,166	£32,166	349.6	14
31/12/10	£1,000	£1,514	£-514	£12	£32,202	£32,202	255.2	14
31/12/09	£40,709	£22,403	£18,306	£21	£31,487	£31,487	16.9	17
31/12/08	£2,486	£3,533	£-1,047	£171	£11,606	£11,606	39.4	29
31/12/07	£2,488	£2,729	£-241	£62	£14,248	£14,248	62.7	29
31/12/06	£7,425	£2,518	£4,907	£0	£0	£0	n/a	0
31/12/05	£2,183	£2,383	£-200	£0	£0	£0	n/a	0
31/12/04	£2,200	£2,173	£27	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 14.8%
Fundraising Costs/Total Spending: 3.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 212.5 months
Net Current Assets/Spending: 26 months
Quick Ratio: 13.4

Asset Split ?

Established: 60 years

www.assumptionreligious.org

enquiries@assumptionreligious.org

02073614756

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes
Religious Activities

GiG Classification

Christian religious associations

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout England And Wales,

Who it helps

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

Who works here?

18 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

SISTER JESSICA MARGARET GATTY RA Appointed: 2018

SISTER DANGUOLE GERVYTE Appointed: 2022, Other trusteeship: THE DUCHESS OF LEEDS ASSUMPTION FUND,

SISTER CATHERINE COWLEY RA Appointed: 2018, Other trusteeships: THE DUCHESS OF LEEDS ASSUMPTION FUND, MARIA ASSUMPTA TRUST,

SISTER MAUREEN GERTRUDE CONNOR RA (Chair), Other trusteeships: THE DUCHESS OF LEEDS ASSUMPTION FUND, MARIA ASSUMPTA TRUST,

SISTER PATRICIA THERESE MITCHELL RA Appointed: 2014, Other trusteeship: THE DUCHESS OF LEEDS ASSUMPTION FUND,

SISTER ANNE THIELEN RA Appointed: 2020, Other trusteeship: THE DUCHESS OF LEEDS ASSUMPTION FUND,

SR DR CATHERINE JONES Appointed: 2014, Other trusteeships: THE DUCHESS OF LEEDS ASSUMPTION FUND, MARIA ASSUMPTA TRUST, THE CENTRE FOR MARIAN STUDIES,

Legal constitution

Charity registered in England & Wales on 23/06/1964, number: 233084

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

CONVENT OF THE ASSUMPTION
20 KENSINGTON SQUARE
LONDON
W8 5HH

Objectives

TO APPLY THE SAME AS CAPITAL OR INCOME FOR SUCH CHARITABLE PURPOSES AS SHALL ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE ENGLISH TERRITORY OF THE ORDER (WHICH INCLUDES WALES) ANYWHERE IN THE WORLD AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT. IF AT ANY TIME THE CHARITY CEASES TO EXIST, THE TRUSTEES SHALL APPLY SUCH FUNDS FOR SUCH OTHER LAWFUL CHARITABLE PURPOSES AS THE TRUSTEES SHALL DETERMINE.

Defined Area of Benefit:

NATIONAL

Data Sources