Finance Score: -7

Governance Score: 3

Support Score: 1

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

Dynamic board: +3

Overall weighted support: +1

Overall GiG Score: -3

OUR LADY OF FIDELITY ESTABLISHED AT UPPER NORWOOD, LONDON

The general objects of the trust are religious and charitable, in connection with the advancement of the Roman Catholic faith in England and Wales.The object of the charity is to promote the charitable work of Our Lady of Fidelity, maintain and develop the Norwood site, the operation of the St Mary's Family Centre, the training of Sisters and the support of a religious house and Hostel in India

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has a robust balance sheet
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £15,395,431 available, equivalent to 190 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£988	£974	£14	£148	£15,395	£15,395	189.7	8	0
31/12/22		£785	£816	£-30	£18	£15,185	£15,185	223.4	6	0
31/12/21		£939	£789	£150	£4	£15,269	£15,269	232.2	13	2
31/12/20		£857	£820	£37	£0	£15,118	£0	n/a	12	4
31/12/19		£1,215	£1,026	£189	£0	£15,082	£15,022	175.7	20	4
31/12/18		£881	£900	£-19	£0	£14,892	£14,832	197.7	23	0
31/12/17		£807	£911	£-105	£0	£14,911	£14,851	195.6	22	0
31/12/16		£1,776	£1,565	£211	£8	£15,016	£14,956	114.7	61	0
31/12/15	*	£2,068	£2,061	£7	£0	£14,805	£14,805	86.2	46	0
31/12/14	*	£2,016	£1,970	£46	£1,970	£14,798	£14,798	90.1	43	0
31/12/13		£4,784	£1,902	£2,883	£5	£14,752	£14,752	93.1	35	0
31/12/12		£2,106	£2,049	£57	£4	£11,869	£11,869	69.5	36	0
31/12/11	*	£2,017	£2,002	£15	£12	£11,812	£11,802	70.7	37	0
31/12/10		£2,066	£2,024	£42	£18	£11,798	£11,788	69.9	38	0
31/12/09		£2,146	£2,151	£-5	£12	£11,755	£11,745	65.5	40	0
31/12/08		£2,120	£3,780	£-1,660	£10	£11,760	£11,750	37.3	41	0
31/12/07		£1,820	£1,982	£-162	£4	£13,420	£13,408	81.2	41	0
31/12/06		£1,821	£1,927	£-106	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	*	£1,790	£1,795	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£1,841	£1,869	£-27	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 112.6%
Fundraising Costs/Total Spending: 35.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 189.7 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.7

Asset Split ?

Balance Sheet History

Established: 60 years

http://www.ourladyoffidelity.org.uk/

sr.bernadette@virgofidelis.org.uk

02086706917

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
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

Acts as an umbrella or resource body
Other charitable activities
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Belgium, Burkina Faso, Croydon, France, India, Italy,

Who it helps

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

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to St Mary's Family Centre
£1,980	23/10/2021	We need to decorate the rooms and buy new toys and furniture to extend our services to the children and families who are most in need.
Ministry of Justice - Supported Child Contact Centres
£2,670	01/01/2020	To help sustain supported contact centres to contribute to costs to enable them to continue delivering supported contact in the community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

OLUFEMI OLUGBENGA ORESANYA Appointed: 2023

REETHA KOORAN KALLOOKARAN PAULOSE Appointed: 2023

REV JOY ALAPPAT Appointed: 2013

SISTER SISTER BERNADETTE BA HONS MA (Chair)

SR JOSEPHINE Appointed: 2017

WILLIAM MARTIN Appointed: 2013

Legal constitution

Charity registered in England & Wales on 10/05/1965, number: 245644

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR15: 1 days late, AR14: 30 days late, AR11: 149 days late, AR05: 296 days late,

Main office

Our Lady of Fidelity
1 Our Lady's Close
London
SE19 3FA

Objectives

SUCH CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON IN ENGLAND OR WALES OR ELSEWHERE BY OR UNDER THE DIRECTION OF OR WITH THE SUPPORT OF SOCIETY AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR THINK FIT.

Defined Area of Benefit:

UNITED KINGDOM AND ELSEWHERE.

Data Sources

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