THE ORDER OF ST URSULA AS ESTABLISHED IN WALES

Registered charity 233769 · accounts filings on the Charity Commission register

The principle areas in which the charity has been involved are:Education in its broadest sense including academic research to benefit the local area.Pastoral activitiesMembers of the Order undertake voluntary work in the local communities and parishes. This includes the instruction of children in the Catholic faith, visitation of hospitals and the housebound etc.

Objects

FOR THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION THROUGH SUCH LAWFUL CHARITABLE PURPOSES AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT.”

Area of benefit: NOT DEFINED

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

Causes: General Charitable Purposes · Education/training · Religious Activities · Get email alerts

Latest income
£32k
Latest spending
£37k
Registered
1964
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted funds increased to £625,127, supported by net investment gains of £11,406 which offset a net operational expenditure of £4,938. The trustees consider there are no material uncertainties regarding the charity's ability to continue as a going concern. Reserves are held in liquid funds and investments, with the trustees noting no requirement to maintain a minimum level of reserves.

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

What the accounts disclose

Reserves policy: no requirement to maintain a minimum level of reserves (held: £625k)
“The Order does not provide direct financial support to individuals or other bodies, so there is no requirement to maintain a minimum level of reserves.”
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: The trustees are members of the Order. Members are maintained by the charity and accommodation, meals and other living expenses are paid for by the charity. None of the trustees received any remuneration during the year or received any reimbursement of expenses other than those received as an acting member of the Order. The trustees receive pensions which are paid directly to the charity. During the year £ 23,468 (2023: £22,442) was received in respect of pensions.
“The trustees are members of the Order. Members are maintained by the charity and accommodation, meals and other living expenses are paid for by the charity. None of the trustees received any remuneration during the year or received any reimbursement of expenses other than those received as an acting member of the Order. The trustees receive pensions which are paid directly to the charity. During the year £ 23,468 (2023: £22,442) was received in respect of pensions.” — page 14
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.

Trustees · trustee networks

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

Operates in: Ceredigion · Powys

Income and spending

Financial year endIncomeSpending
31/12/2024£32k£37k
31/12/2023£30k£356k
31/12/2022£27k£326k
31/12/2021£64k£575k
31/12/2020£34k£72k

Common questions

Is THE ORDER OF ST URSULA AS ESTABLISHED IN WALES financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted funds increased to £625,127, supported by net investment gains of £11,406 which offset a net operational expenditure of £4,938. The trustees consider there are no material uncertainties regarding the charity's ability to continue as a going concern. Reserves are held in liquid funds and investments, with the trustees noting no requirement to maintain a minimum level of reserves. Its FY2024 accounts were independently examined.