Finance Score: 1

Governance Score: 3

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

Dynamic board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 7

CONGREGATION OF THE MISSIONARY OBLATES OF THE MOST HOLY AND IMMACULATE VIRGIN MARY (OBLATES OF MARY IMMACULATE)

The charity provides a range of pastoral care in 5 'Centres of Mission' in the UK.The charity owns and manages two centres for retreat and spiritualiryThe charity provides personnel to supply chaplaincy services in prisons, hospitals...The charity works with and supports charities providing care for homeless and vulnerable persons.The charity supports Oblate missions in areas of poverty.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Fundraising costs are low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £25,642,184 available, equivalent to 174 months of spending and so may not be able to utilise additional funding

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	Volun- teers
31/12/22		£1,920	£1,764	£156	£0	£25,753	£25,642	174.4	27	300
31/12/21		£2,576	£1,947	£630	£0	£27,020	£26,908	165.9	24	300
31/12/20		£1,940	£1,595	£344	£0	£24,997	£24,865	187	24	300
31/12/19		£2,174	£1,776	£397	£0	£24,717	£24,710	166.9	31	320
31/12/18		£1,541	£1,666	£-125	£0	£22,996	£22,989	165.6	26	320
31/12/17		£1,318	£1,594	£-276	£0	£24,269	£24,262	182.7	27	0
31/12/16		£1,418	£1,575	£-157	£0	£23,449	£23,442	178.7	18	0
31/12/15		£1,602	£1,616	£-15	£0	£22,016	£22,009	163.4	11	0
31/12/14		£1,082	£1,329	£-247	£31	£21,979	£21,979	198.5	11	0
31/12/13		£1,105	£1,421	£-316	£93	£21,806	£21,806	184.2	15	0
31/12/12		£946	£1,440	£-494	£86	£20,616	£20,610	171.7	10	0
31/12/11		£2,984	£1,438	£1,545	£25	£20,038	£20,022	167.1	10	0
31/12/10		£885	£1,384	£-499	£30	£19,123	£19,123	165.8	8	0
31/12/09		£1,029	£1,535	£-506	£36	£18,550	£18,550	145	6	0
31/12/08		£1,123	£1,566	£-444	£23	£17,573	£17,573	134.6	4	0
31/12/07		£1,632	£1,024	£609	£31	£20,760	£20,760	243.3	6	0
31/12/06		£1,095	£1,164	£-69	£0	£0	£0	n/a	0	0
31/12/05	*	£2,000	£856	£1,144	£0	£0	£0	n/a	0	0
31/12/04		£5,142	£773	£4,369	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.1%
Fundraising Costs/Total Spending: 5.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 174.4 months
Net Current Assets/Spending: 15 months
Quick Ratio: 63.6

Asset Split ?

Established: 60 years

www.oblates.co.uk

finance@oblates.ie

01512361494

Charity Commission for England and Wales

Tweets

Listed activities

Other Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Christian religious associations

How it operates

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

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

27 employees
300 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

OBLATES OF MARY IMMACULATE Appointed: 1997

REV LORCAN O'REILLY OMI Appointed: 2022

REV GERARD OLIVER BARRY OMI Appointed: 2018

REV IRVIN MORASTIL OMI Appointed: 2022

REV LEO PHILOMIN Appointed: 2024

REV WILLIAM FITZPATRICK OMI Appointed: 2022

Legal constitution

Charity registered in England & Wales on 01/03/1964, number: 223318

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR05: 7 days late,

Main office

BWM Chartered Accountants Ltd
Tempest
12 Tithebarn Street
LIVERPOOL
L2 2DT

Objectives

CHARITABLE PURPOSES CONNECTED WITH THE ROMAN CATHOLIC RELIGION.

Defined Area of Benefit:

NOT DEFINED

Data Sources