TRUST FUND HELD IN CONNECTION WITH CANONS REGULAR OF THE IMMACULATE CONCEPTION

Registered charity 226242 · accounts filings on the Charity Commission register · also known as OUR LADY OF FATIMA TRUST, TRUST FUND HELD IN CONNECTION WITH CANONS REGULAR OF THE IMMACULATE CONCEPTION-ALSO KNOWN AS THE "OUR LADY OF FATIMA TRUST"

The carrying out of the various priestly and other functions in the religious life of the congregation. The care or maintenance of any parish in the care of the congregation. To support CRIC and the advancement of the Roman Catholic religion.

Objects

SUCH LAWFUL CHARITABLE PURPOSES CONNECTED WITH THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit: NATIONAL AND OVERSEAS.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Religious Activities · Get email alerts

Registered contact address: Luton, East of England, England (from the postcode on the register)

Latest income

£50k

Latest spending

£40k

Registered

1964

Accounts read

FY2024

Financial health, per its FY2024 accounts

The charity holds unrestricted reserves of £2,252,430, an increase from the previous year's £2,116,815. The accounts state that the portfolio performed at a satisfactory level, generating investment income of £62,538. The trustees confirm that resources are adequate and no material uncertainties exist regarding the charity's ability to continue.

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

What the accounts disclose

Reserves policy: 70% of assets as investments realisable in three months; minimum 2% in cash/near cash (reserves figure: £2.3m)

“The Trustees wish to keep 70% of the assets as investments that can be realised in three months. The Trustees aim to keep a minimum of 2% of the total assets in cash or near cash investments.” — page 4

Per its FY2024 accounts as filed with the Charity Commission.

Audit opinion: qualified

“I must draw attention to the fact that due to the nature of the charitable expenditure, full documentary evidence of the expenditure was not available.” — page 6

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Trustee Rev AR Jones CRIC

“None of the trustees (or any persons connected with them) received any remuneration or benefits from the trust during the year in their role as Trustee. During the year grants were made totalling £21,126 (2023: £59,178). These grants included amounts paid to Reverend James Cassidy who is also a Trustee of the Charity. Payments to or on behalf of Reverend James Cassidy were paid in his capacity as Canon Regular for expenses in his work to advance the Roman Catholic religion in accordance with the Trust Deed. The total amounts paid were £19,676.” — page 10

Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Investing charity funds policy and procedures
Investment
Risk management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

Trustee benefits, answered Yes to: any trustee benefit
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2021 (received 10/04/2023, 161 days after the 31/10/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

Rev Allan Robert Jones CRICchair
ADRIAN LEE
Scott Greig
Timothy Andrew Michael Pinto

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/12/2025	£50k	£40k
31/12/2024	£63k	£60k
31/12/2023	£70k	£121k
31/12/2022	£53k	£71k
31/12/2021	£315k	£163k

Common questions

Is TRUST FUND HELD IN CONNECTION WITH CANONS REGULAR OF THE IMMACULATE CONCEPTION financially healthy?

Per its FY2024 accounts: The charity holds unrestricted reserves of £2,252,430, an increase from the previous year's £2,116,815. The accounts state that the portfolio performed at a satisfactory level, generating investment income of £62,538. The trustees confirm that resources are adequate and no material uncertainties exist regarding the charity's ability to continue. Its FY2024 accounts were independently examined.

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.

Funder	Similar charities funded	Amount to them
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY, STEVENAGE	1	£138

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with TRUST PROPERTY ADMINISTERED IN CONNECTION WITH THE RELIGIOUS OF MARY IMMACULATE.

TRUST PROPERTY ADMINISTERED IN CONNECTION WITH THE RELIGIOUS OF MARY IMMACULATE income £652k
CLARENDON TRUST LIMITED income £2.4m
CHRIST CHURCH COMMUNITY TRUST income £356k
CORNERSTONE BUILDING TRUST income £32k
MRS R P TINDALL'S CHARITABLE TRUST income £116k
THE PARISH ESTATE income £60k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
TRUST FUND HELD IN CONNECTION WITH CANONS REGULAR OF THE IMMACULATE CONCEPTION	£50k	—	unclear	—	no doubt
TRUST PROPERTY ADMINISTERED IN CONNECTION WITH THE RELIGIOUS OF MARY IMMACULATE FY2025	£652k	—	unclear	—	no doubt
CLARENDON TRUST LIMITED FY2025	£2.4m	—	unclear	—	no doubt
CHRIST CHURCH COMMUNITY TRUST FY2024	£356k	—	unclear	—	no doubt
CORNERSTONE BUILDING TRUST FY2025	£32k	—	unclear	—	no doubt
MRS R P TINDALL'S CHARITABLE TRUST FY2025	£116k	—	unclear	—	no doubt

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