BELMONT ABBEY GENERAL CIO

Registered charity 1190035 · accounts filings on the Charity Commission register

The support of the community of Benedictine monks based at Belmont Abbey in Herefordshire in their work and life under the Rule of St Benedict

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Latest income
£1.4m
Latest spending
£1.2m
Registered
2020
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that the charity generated a net income of £139,448 for the year ended 30 June 2023, resulting in total unrestricted funds of £880,866. The trustees consider this level of free reserves to be adequate but not excessive, noting that the charity is a going concern with sufficient resources to meet liabilities as they fall due.

Automated summary of the FY2023 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: between one- and two-years' expenditure (held: £881k)
It is the trustees' current policy to maintain free, undesignated reserves of between one- and two-years' expenditure. — page 8
Per its FY2023 accounts as filed with the Charity Commission.
Related-party transaction: Levy and rental income from Belmont Abbey Mission CIO
During the year to 30 June 2023, the charity received levy income of E48, 331 (2022: E48, 331) and rental income of E15,000 (2022: E15,000) from Belmont Abbey Mission CIO (Charity Registration Number 1191221), which is under common controL — page 37
Per its FY2023 accounts as filed with the Charity Commission.
Governance: The trustees worked together with the Independent Inquiry into Child Sexual Abuse, which investigated historical cases of abuse and actively co-operated as required. They have studied the IICSA Report on the Enggsh Benedictine Congregation and have worked to implement all the necessary changes envisaged in the report.
The trustees worked together with the Independent Inquiry into Child Sexual Abuse, which investigated historical cases of abuse and actively co-operated as required. They have studied the IICSA Report on the Enggsh Benedictine Congregation and have worked to implement all the necessary changes envisaged in the report. — page 10
Per its FY2023 accounts as filed with the Charity Commission.
Trading subsidiary: Monksoft Limited, Benedomus Limited
The consolidated statement of financial activities and the group balance sheet consolidate the accounts of Belmont Abbey General CIO and its subsidiary companies, Monksoft Limited and Benedomus Limited, to 30 June 2023. — page 19
Per its FY2023 accounts as filed with the Charity Commission.

Accounts audited by Thorne Widgery Accountancy Ltd. Discloses 5 of 6 completeness components.

Public fundraising profile: JustGiving — Belmont Abbey (matched by registered charity number).

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

Total income
£1.4m
Total spending
£1.2m
Cost of raising funds
£304k
Reserves (reported)
£1.3m
Employees
10

Reported reserves equal ~13.6 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Register events

Trustees

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

Operates in: Herefordshire

Income and spending

Financial year endIncomeSpending
31/12/2024£1.4m£1.2m
31/12/2023£584k£541k
30/06/2023£1.1m£927k
30/06/2022£7.4m£839k
30/06/2021£0£0

Common questions

Is BELMONT ABBEY GENERAL CIO financially healthy?

Per its FY2023 accounts: The accounts state that the charity generated a net income of £139,448 for the year ended 30 June 2023, resulting in total unrestricted funds of £880,866. The trustees consider this level of free reserves to be adequate but not excessive, noting that the charity is a going concern with sufficient resources to meet liabilities as they fall due. Its FY2023 accounts were audited by Thorne Widgery Accountancy Ltd.