DAUGHTERS OF THE HEART OF MARY CHARITABLE TRUST

Registered charity 800119 · accounts filings on the Charity Commission register

The charity's objective is the promotion of charitable work for the time being carried on, promoted or supported by the Daughters of the Heart of Mary. If the Daughters of the Heart of Mary shall cease to exsist or carry out charitable work, then the trustees shall apply the charitys funds for general charitable purposes in connection with the Roman Catholic religion.

Objects

PROMOTION OF THE CHARITABLE WORK FOR THE TIME BEING CARRIED ON PROMOTED OR SUPPORTED BY THE DAUGHTERS OF THE HEART OF MARY BUT IF THE DAUGHTERS OF THE HEART OF MARY SHALL CEASE TO EXIST OR CARRY ON PROMOTE OR SUPPORT ANY CHARITABLE WORKS GENERAL CHARITABLE PURPOSES IN CONNECTION WITH THE ROMAN CATHOLIC RELIGION.

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 · Religious Activities · website · Get email alerts

Latest income

£251k

Latest spending

£364k

Registered

1988

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity reported a net outgoing movement of funds of £24,973 for the year ended 31 December 2024, driven by charitable expenditure exceeding incoming resources. The trustees note that due to depleted income and increased care costs, the charity became restricted in its spending and utilized reserve funds to replenish cash flow. Despite these pressures, the trustees maintain that the charity has adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Reserves policy: approximately a year's expenditure (held: £9.4m)

“It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, at a level which equates to approximately a year's expenditure.” — page 6

Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Richard Place Dobson Services Limited. Discloses 5 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.

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
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
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

Trustees · trustee networks

MARY Broganchair
Anne Boland
EVA MCHALE
GINA EASTWOOD
GLORIA SUSAN BEG
MARGARET BRENNAN
MARY Alphonse

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/12/2024	£251k	£364k
31/12/2023	£231k	£368k
31/12/2022	£273k	£506k
31/12/2021	£198k	£381k
31/12/2020	£218k	£323k

Common questions

Is DAUGHTERS OF THE HEART OF MARY CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity reported a net outgoing movement of funds of £24,973 for the year ended 31 December 2024, driven by charitable expenditure exceeding incoming resources. The trustees note that due to depleted income and increased care costs, the charity became restricted in its spending and utilized reserve funds to replenish cash flow. Despite these pressures, the trustees maintain that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2024 accounts were audited by Richard Place Dobson Services Limited.

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 ENGLISH REGION OF THE DAUGHTERS OF MARY AND JOSEPH CIO	1	£86k
THE LITTLE WAY ASSOCIATION	1	£14k
HABITAT FOR HUMANITY GREAT BRITAIN	1	£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with INSTITUTE OF THE RELIGIOUS OF THE SACRED HEART OF MARY IMMACULATE VIRGIN.

INSTITUTE OF THE RELIGIOUS OF THE SACRED HEART OF MARY IMMACULATE VIRGIN income £1.3m
Religious of the Sacred Heart of Mary, Immaculate Virgin, EAP income £1.3m
THE CONGREGATION OF THE HOLY SPIRIT AND THE IMMACULATE HEART OF MARY (BRITISH PROVINCE) income £2.7m
MATER ECCLESIAE CIO income £354k
SISTERS OF THE SACRED HEARTS OF JESUS AND MARY CIO income £2.7m
DAUGHTERS OF MARY AND JOSEPH CONGREGATION FUND CIO income £245k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
DAUGHTERS OF THE HEART OF MARY CHARITABLE TRUST	£251k	—	0	unclear	—	no doubt
INSTITUTE OF THE RELIGIOUS OF THE SACRED HEART OF MARY IMMACULATE VIRGIN FY2024	£1.3m	—	0	unclear	—	no doubt
Religious of the Sacred Heart of Mary, Immaculate Virgin, EAP FY2025	£1.3m	—	0	unclear	—	no doubt
THE CONGREGATION OF THE HOLY SPIRIT AND THE IMMACULATE HEART OF MARY (BRITISH PROVINCE) FY2024	£2.7m	—	0	below	—	no doubt
MATER ECCLESIAE CIO FY2025	£354k	—	0	above	—	no doubt
SISTERS OF THE SACRED HEARTS OF JESUS AND MARY CIO FY2025	£2.7m	£60,001 - £70,000	1	within	—	no doubt

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