THE ORDER OF ST URSULA AS ESTABLISHED IN WALES
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.”
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.
What the accounts disclose
“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.”
“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
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- 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
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Trustees
- SISTER MARGARET JOSEPHINE CARRchair
- SISTER ANGELA ANNE MURRAY
- SISTER MAIREAD O'REGAN
- SISTER MARIANNE O'CONNOR
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.