Finance Score: -6

Governance Score: -2

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Reasonable growth: +1
Fundraising costs high: -5

No volunteer policy: -2

Gov Income
Grant maker support: +3

Overall GiG Score: -5

CONGREGATION OF JESUS CHARITABLE TRUST

Advancement of Religion.EducationSocial and Pastoral works.Education and care services overseas.Care for Members of the Congregation of Jesus in the English Province.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £42,457,439 available, equivalent to 158 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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23	£2,519	£3,227	£-708	£756	£42,457	£42,457	157.9	98	20
31/08/22	£3,020	£3,392	£-372	£669	£44,163	£44,163	156.2	96	20
31/08/21	£2,449	£2,781	£-332	£518	£47,159	£47,159	203.5	87	20
31/08/20	£3,126	£2,451	£674	£415	£42,116	£42,116	206.2	80	20
31/08/19	£1,712	£2,196	£-484	£0	£41,518	£41,518	226.8	45	20
31/08/18	£1,246	£2,181	£-935	£0	£39,854	£39,854	219.3	21	0
31/08/17	£2,883	£1,607	£1,276	£0	£39,646	£39,646	296	21	0
31/08/16	£1,662	£2,576	£-915	£0	£36,056	£36,056	167.9	20	0
31/08/15	£1,561	£1,507	£54	£30	£34,075	£34,075	271.3	20	0
31/08/14	£4,662	£2,355	£2,306	£46	£34,614	£34,614	176.4	20	0
31/08/13	£9,388	£1,356	£8,032	£42	£30,801	£30,801	272.6	20	0
31/08/12	£1,574	£1,337	£236	£27	£21,287	£21,287	191	21	0
31/08/11	£2,275	£1,319	£956	£29	£20,222	£20,222	184	21	0
31/08/10	£1,300	£1,321	£-22	£36	£19,110	£19,110	173.5	21	0
31/08/09	£1,361	£1,353	£8	£30	£18,114	£18,114	160.6	22	0
31/08/08	£1,335	£1,281	£54	£27	£19,611	£19,611	183.7	22	0
31/08/07	£1,257	£1,128	£129	£34	£20,713	£20,713	220.3	22	0
31/08/06	£1,240	£1,426	£-186	£0	£0	£0	n/a	0	0
31/08/05	£1,136	£1,258	£-122	£0	£0	£0	n/a	0	0
31/08/04	£1,054	£1,247	£-193	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 199.8%
Fundraising Costs/Total Spending: 27.9%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 1%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 157.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.9

Asset Split ?

Established: 36 years

melavis@bar-convent.org.uk

01904464923

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

Christian congregations

How it operates

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
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (1)

Congregation Of Jesus Trustee

Legal constitution

Charity registered in England & Wales on 29/03/1988, number: 298970
Registered at Companies House on 29/08/2013, number: 08668810

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE BAR CONVENT TRUST on 07/03/2022

Main office

CONGREGATION OF JESUS
CHARITABLE TRUST
17-19 BLOSSOM STREET
YORK
YO24 1AQ

Objectives

PROMOTING THE CHARITABLE WORK FOR THE TIME BEING CARRIED ON PROMOTED OR SUPPORTED BY THE ASSOCIATION KNOWN AS THE CONGREGATION OF JESUS AS THE TRUSTEES SHALL FROM TIME TO TIME WITH THE CONSENT OF THE PROVINCIAL THINK FIT PROVIDED THAT IF AT ANY TIME CONGREGATION OF JESUS SHALL CEASE TO EXIST OR TO CARRY ON PROMOTE OR SUPPORT ANY CHARITABLE WORKS THE TRUST FUND AND THE INCOME THEREOF SHALL BE HELD FOR SUCH GENERAL CHARITABLE PURPOSES IN CONNECTION WITH THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT

Defined Area of Benefit:

NOT DEFINED

Data Sources