THE SOCIETY OF MARY (MARIST FATHERS) CIO

Registered charity 1179085 · accounts filings on the Charity Commission register · also known as MARIST FATHERS

The advancement of the Roman Catholic religion through parish - based ministries, educational support, spiritual guidance, missionary work and specific grant making projects. The Trustees also provide support and life-long care and maintenance for those Fathers in retirement from full-time active ministry.

Causes: Religious Activities · Grant history (this charity is a funder) · Get email alerts

Latest income
£789k
Latest spending
£884k
Registered
2018
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity held free reserves of £4,110,297 at the end of the year, which the trustees consider sufficient to meet operational challenges and the increasing care needs of its aging members. Total income was £789,181 against total expenditure of £884,013, resulting in a net movement in funds of £149,548 largely driven by investment gains. The charity maintains a designated retirement reserve of £6.7 million to support its members through to the end of their natural lives.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investments and interest receivable (60% of income)
“Income earned on the Charity’s listed investments totalled £474,128 (2023 - £613,041)” — page 12
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: up to five years' worth of expenditure (held: £4.1m)
“the trustees believe that the level of free reserves may be up to five years’ worth of expenditure without giving rise to concern.” — page 12
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Gift Aid donations from trustees
“For the year ended 31 December 2024, £47,693 (2023 - £39,454) of pension’s income donated by the trustees was receivable by the Charity.”
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Buzzacott Audit LLP. Discloses 4 of 6 completeness components.

Year-over-year changes

Comparing this charity’s FY2023 and FY2024 accounts as analysed by this site.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £350k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£789k
Total spending
£884k
Cost of raising funds
£25k
Reserves (reported)
£15.5m
Employees
4

Reported reserves equal ~209.9 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (60% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 3.2% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: City Of London · East Riding Of Yorkshire · Norfolk

Income and spending

Financial year endIncomeSpending
31/12/2024£789k£884k
31/12/2023£958k£1.2m
31/12/2022£6.1m£2.0m
31/12/2021£789k£950k
31/12/2020£1.5m£687k

Common questions

Is THE SOCIETY OF MARY (MARIST FATHERS) CIO financially healthy?

Per its FY2024 accounts: The accounts state that the charity held free reserves of £4,110,297 at the end of the year, which the trustees consider sufficient to meet operational challenges and the increasing care needs of its aging members. Total income was £789,181 against total expenditure of £884,013, resulting in a net movement in funds of £149,548 largely driven by investment gains. The charity maintains a designated retirement reserve of £6.7 million to support its members through to the end of their natural lives. Its FY2024 accounts were audited by Buzzacott Audit LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
CHARITY OF SIR RICHARD WHITTINGTON1£30k
COMMUNITY OF THE HOLY CROSS1£1k
SION COLLEGE1£900

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE SOCIETY OF MARY AND MARTHA.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE SOCIETY OF MARY (MARIST FATHERS) CIO£789k—0above—no doubt
THE SOCIETY OF MARY AND MARTHA FY2025£649k—0above—no doubt
SOCIETY OF MARY REPARATRIX FY2025£149k—0unclear—no doubt
CHARITY FOR ST JOSEPH'S MISSIONARY SOCIETY (BRITISH REGION) FY2025£2.2m—0unclear—no doubt
CHARITY FOR ST JOSEPH'S MISSIONARY SOCIETY (GENERALATE) FY2024£3.3m—0unclear—no doubt
MARIAN FATHERS CHARITABLE TRUST FY2025£843k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.