Annual Report
2013 - 2014
Provincial Office
114 Mount Street
London W1K 3AH
020 7499 0285
Society of Jesus Trust of 1929 for Roman Catholic Purposes (also known as Trustees for Roman Catholic Purposes Registered, TRCP and TRCPR)
Registered charity numbers: England & Wales 230165 w Scotland SC040490
Cover: St Beuno’s Spirituality Centre, St Asaph, North Wales
Photo credits
Deane Kay: Front cover, p26
Ruth Morris: p 4, 5, 9, 14, 18, 22, 25, 28, 32 and back cover
Imageworks: p17 and inside back cover
Bill Selak: p 7
Annual Report 2013-14
Contents
Letter from the Chair of Trustees
4
An Introduction to the Jesuits
Suppression and Restoration:
a chapter in our history
Our People
Reference and Administrative Information
6
7
8
10
Our Work in Britain – A Review of 2013/2014
12
Pastoral Services
12
Education16
Formation22
Relief of Poverty
23
Care of Infirm and Elderly Members
25
Spirituality Centres
26
Jesuit Work Overseas
28
Youth, Media and Dialogue
29
Working in Scotland
30
Our Objectives
31
Finance and Administration
34
How we Manage our Affairs
36
Report of the Independent Auditors
40
Financial Statements
41
3
Jesuits in Britain
Letter from the
Chair of Trustees
Reflections on 2014
It is my pleasure to introduce the Trustees’ Report
and Annual accounts for 2013 – 2014, a year which
saw a number of changes, some intriguing, some more
poignant.
In June we were able to celebrate the 400th
Anniversary of theology and philosophy teaching by
the British Jesuits. Like the various Doctors who have
incarnated Doctor Who over the years, in the last
four centuries this teaching has been incorporated in
a number of countries and traces its lineage back to
our college in Belgium in 1614. The 2014 celebrations
were focused on Heythrop College, which has been the
presence for our higher educational institute for much
of the last century.
Although Heythrop is a separate charity to TRCP, the
Jesuits in Britain are heavily involved in the provision
of manpower and financial support for the College.
During the year, Heythrop announced that it was in
discussion with St Mary’s University about a possible
institutional partnership, but as I write nothing has been
concluded.
Another development was the appointment of Fr
Simon Bishop SJ to co-ordinate the renewal of our
Spirituality programme across the British Province.
This has involved a lot of planning and preparation
work, which included a survey of the many Jesuits,
staff members and co-workers involved in Ignatian
Spirituality including our parishes, the Jesuit schools and
University chaplaincies.
Much spirituality work is being done in different places,
so part of the renewal is to bring things together and
share experience and good practice, and see where
our ministry can be extended, especially among those
who could most benefit from our methods of prayerful
discernment, for example people who would be seen
as ‘un-Churched’ and those beyond the frontiers of
institutional Christianity.
4
As planned in 2013, Easter 2014 saw the closure of
Loyola Hall, one of our two residential spirituality
centres in Britain, which now allows us to concentrate
our efforts at St. Beuno’s in North Wales. The building,
close to at St Asaph, has had extensive repairs in the
past year, including the replacement of its waste-water
treatment facilities; and in January 2015 a major capital
programme started, which will extensively refurbish
a large number of rooms, adding bathroom facilities.
Further plans are being formulated to improve facilities
further in the next few years as we consolidate our
residential ministry onto this one site.
Important work has continued with the implementation
of the first stages of the Province-wide database
and in the launching of a new general website for
the Province, with others including Pray-as-you-go,
Vocations and Thinking Faith, more information about
which can be found below under Youth, media and
dialogue services. A new dedicated Spirituality website
is being planned.
Fr Provincial Dermot Preston SJ
Annual Report 2013-14
Fr General Adolfo Nicolas SJ saying Mass at Farm Street Church to celebrate 400 years of Heythrop College and 200 years since the Restoration
In early 2014, it was also decided to close the Jesuit
Volunteer Community programme, which has
provided real opportunities for year-long volunteers
to live together in community and work with several
marginalised groups in inner-city areas in quite a
unique way. Over 25 years, many young people
were able to grow in self-awareness and develop a
greater understanding of the needs of others as a
result of their engagement with the work of JVC. But
times and needs have changed, so we plan to focus
resources more into non-residential areas for young
adults’ ministry. Across the Manchester Universities,
for example, there is a surge in energy and activity
with an extensive student outreach and volunteering
programme, including the setting up of a food-bank at
the Chaplaincy with a significant interfaith collaboration
of volunteers in this area.
Discernment has been on-going in the British missions
abroad and in December 2014, following discussions
with the international Society of Jesus, it was agreed by
Trustees that the interests of the mission of the Society
of Jesus would be better served if the South African
Region became a Region of a newly created Zimbabwe/
Mozambique Province. This transfer will take place with
effect on 31st December 2015, and will allow a more
effective strategy to take effect across the Society’s
works in Southern Africa.
Earlier in 2014, we handed-over the running of the
Sacred Heart Parish in Wimbledon to the Archdiocese
of Southwark. This again reflects our desire to
consolidate our resources on the areas of greatest
need, especially given the diminution of the number of
Jesuits overall in Britain.
This drop in numbers provides a series of challenges
for the Society, but for St Ignatius of Loyola, the
founder of the Jesuits, such challenges would primarily
be an opportunity to engage with a deeper questioning
of our present ministries – of the many good works the
Jesuits might be doing in Britain, which are the better
works?
The question illustrates the traditional Jesuit search
for “The Magis” (i.e. the best), which tries to make us
conscious of our choices and prioritise those choices
when necessary. A discernment of this kind is not
a simple mathematical calculation, but demands an
awareness of different threads of choice, commitment
and a realistic human and financial resourcing, wrappedup in a trust in the Spirit of God who guides all and
gives all.
May God bless you all!
Fr Dermot Preston SJ
Chair of Trustees &
Provincial of the Jesuits in Britain
5
Jesuits in Britain
An Introduction to
the Jesuits
www.jesuit.org.uk
The Jesuits are an international religious order of men (The Society of Jesus) within the Catholic
Church.The Order was founded in 1540 by St Ignatius of Loyola and his nine companions.
Today it numbers 16,740 men present in over 100 countries.
Our Mission today is
The Service of Faith and the Promotion of Justice.
Our aims are:
To strengthen faith life in the tradition of the Catholic Church
 To advance social justice
 To enter into dialogue with other religious traditions and cultures
 To nurture the life and work of Jesuits at home and abroad.
We do this through:
 Pastoral services - service of parishes and the provision of university chaplaincy services
 Education - operation of schools and colleges of higher education
 Formation - training Jesuits and Catholic clergy in Britain and other countries
 Relief of poverty - including operation of the British branch of Jesuit Refugee Service and service to
marginalized people with support of Jesuit volunteer networks
6



Care of infirm and elderly Jesuits

Youth, media and dialogue services.
Spirituality - operation of centres, programmes and publications for spiritual development
Jesuit work overseas – supporting the work of Jesuits overseas, in particular through the operation of the
British branch of Jesuit Missions
Annual Report 2013-14
Suppression and
Restoration: a chapter
in our history
2014 has been a year of commemoration to mark the 200th anniversary of the restoration of the
worldwide Society of Jesus.The Society was supressed by the papal bull Dominus ac Redemptor
issued by Pope Clement XIV in 1773 following two decades of pressure from the Catholic
monarchies of Europe.
By the 1750s, the
Jesuits had a great
deal of influence in
the American empires
of Spain, Portugal
and France. Their
championship of native
populations against
exploitation brought
them into conflict with
the colonial powers.
and Jesuits were
extremely friendly
at the time. ExJesuits were able to
remain united under
a superior associated
with the English
college then in Bruges,
later transferring
to Liège and finally
fleeing before
French revolutionary
armies from Liège to
Stonyhurst, Lancashire,
in 1794. Through all this
upheaval they were able
to retain ownership of
the province’s assets.
They had powerful
friends and wealthy
benefactors, acting as
confessors to many of
the crowned heads of
The Constitutions of the Society of Jesus
Europe. But they also
had equally powerful
enemies among aristocrats seeking to control their
Following the French Revolution in 1789, war raged
monarchs and prevent the intervention of the Catholic
across Europe until the final defeat of Napoleon in
Church in state affairs.
1815. Europe was on its knees economically. The
Catholic Church was at a low ebb, successive popes
Influenced by the secularist Enlightenment movement,
having fared badly in their struggles with Napoleon.
Portugal, Spain, France and Austria were maturing as
Needing support to reinstate church structures and
nation states and rejecting papal influence. The Jesuits
in particular church schools, one of Pope Pius V11’s
were demonised as intent on world domination either
first acts following Napoleon’s abdication in 1814, was
for themselves or for the pope. By suppressing the
to reinstate the Society of Jesus worldwide with the
Jesuits, Clement XIV was able to deflect antagonism
bull Sollicitudo Omnium Ecclesiarum. He had paved the
from the papal Curia to the order, and so secure peace
way to this step by approving the status of the Jesuits
in the Church.
who continued their ministry in Russia in 1801; and in
Since it was still in theory illegal to be a Jesuit in
1803 he allowed 35 ex-Jesuits to renew their vows at
Britain at this time, the position of British Jesuits was
Stonyhurst under Marmaduke Stone as first Provincial
anomalous. Ironically relations between secular clergy
of the restored English Province.
7
Jesuits in Britain
Our People
There are 172 Jesuits in Britain, as follows:
Priests: 141  Brothers: 13  Scholastics *: 18

Total: 172 (2013: 177)
*Scholastics are Jesuits in training as priests
Jesuit Communities
There are currently nineteen Jesuit communities in Britain, as follows
Oxford
Edinburgh
Birmingham
 Boscombe (Dorset)
Preston
Glasgow
 London (10)
 Stonyhurst (Lancashire)
Manchester
 St Asaph (Denbigh)
In May 2014, our Community at Rainhill (Merseyside) closed, while in September 2014 a new Community
was established in Brixton, London.
The British Province has two dependent regions: Guyana and South Africa.
In the South African Region, 16 Jesuit priests and 2 scholastics work from two communities.
The Regional Superior is Fr David Rowan SJ who took over from Fr David Smolira SJ in April 2014. The
main community house is at St. Ignatius House, 115 Molesey Avenue, Auckland Park, Johannesburg 2092.
In December 2014, it was agreed by Trustees that the interests of the Society of Jesus would be served
better if the South African Region became a Dependent Region of a new Province which has been created
recently to serve Zimbabwe and Mozambique. This transfer will take place on 31 December 2015.
In the Guyana Region, 24 Jesuit priests, 1 brother and 1 scholastic work from eight mostly small
communities. The Regional Superior is Fr Paul Martin SJ, Arrupe House, 293 Oronoque Street,
PO Box 10720, Georgetown.
Employees
The Jesuits in Britain rely on the skills, knowledge and contribution of the full-time equivalent of 256 lay
staff dedicated to helping to deliver our mission, and to whom trustees are grateful. The Jesuits in Britain
are committed to pay all of their directly employed staff the UK Living Wage and are striving to implement
the Living Wage for any contract staff.
Staff members work across the Province in broadly the following areas:
Numbers of full-time equivalent staff
Provincial office 16
Media and publications 5
Pastoral & Missionary Works
23
Jesuit Volunteering 10
Spirituality Centres
56
Schools – academic 97
Schools – administrative and support staff
49
Total256
The table above does not include members of staff at those Jesuit schools and colleges, which are
independent trusts. Neither does it include members of parish staff, who are generally employed by the
relevant diocese.
8
Annual Report 2013-14
Volunteers
Volunteer on a Magis experiment
The Jesuits in Britain benefit from the work of
volunteers on many levels.
The Jesuits themselves take a vow of poverty so
they take no salaries, royalties, fees or any other
remuneration, which are instead gifted to their
communities and works.
Several of our works have management boards or
editorial boards comprising expert lay people, who
give their time to advise and support our Jesuit and
lay staff at regular meetings throughout the year.
Our investment committee and safeguarding
commission have recruited expert members who also
generously give their time to support our mission.
Jesuit Refugee Service benefits from around 60
volunteers who help to run the day centre, visit asylum
seekers in detention centres, write letters to detainees,
and undertake office support tasks such as reception,
finance, and fundraising.
Our parishes all rely on volunteers to assist in the
ministry in many ways, from serving and reading at
Mass to fundraising, finance and committees. Larger
parishes have around 200 volunteers, smaller ones
around 25.
We have four ministries which place volunteers with
third party organizations working for social justice. We
recruit and support these volunteers and offer them
reflection and spiritual accompaniment:

Jesuit Volunteer Community – 15 full time
volunteers approx. 24,000 hours service per
annum. After 25 years and following a review
the decision was taken to close JVC in summer
2014. The Provincial is undertaking further
consultation about reallocating resources to
part-time non-residential volunteering during
2015 for implementation in 2016.

Glasgow Jesuit Volunteers – 22 part time
volunteers minimum 3,500 hours service per
annum

London Jesuit Volunteers – 25 part time
volunteers minimum 3,500 hours service per
annum

Jesuit Mission Volunteers – 8-10 full time
volunteers serving overseas for minimum 6
months
Farm Street young adults Mass
JRS day centre volunteers
Protection of children and vulnerable adults
Safeguarding policies and procedures for works of the Trust are monitored by the Province Safeguarding
Commission, whose membership is noted later in this report. This Commission also reviews any breaches
in good procedure. Training is provided and new job applicants and volunteers are checked by the official
screening of the Disclosure and Barring Service (DBS).
9
Jesuits in Britain
Reference and
Administrative Information
10
Trustees
The following Trustees are in office as at 18 April 2015 and served throughout the financial year (unless otherwise stated)
Dermot Preston SJ (Provincial & Chairman)
Stephen Power SJ (Treasurer & Secretary)
Nicholas Austin SJ (appointed 19 September 2014)
Michael Bossy SJ
Hugh Duffy SJ (appointed 19 September 2014)
Kevin Fox SJ
Damian Howard SJ
Paul Nicholson SJ (appointed 1 December 2014)
Adrian Porter SJ
The following trustees served for part of 2013 – 2014
Chris Boles SJ (resigned 1 December 2014)
Peter Gallagher SJ (resigned 19 September 2014)
Michael Kirwan SJ (resigned 19 September 2014)
Principal address
Provincial Office
114 Mount Street
London W1K 3AH
Auditors
Kingston Smith
60 Goswell Road
London EC1M 7AD
Bankers
HSBC Bank plc
69 Pall Mall
London SW1Y 5EY
Main Investment Managers
AXA Framlington Investment Management
155 Bishopsgate
London EC2M 3XJ
Newton Investment Management Limited
71 Queen Victoria Street
London EC4V 4DR
Annual Report 2013-14
Main Investment Managers
(continued)
Schroder & Co. Limited
12 Moorgate
London EC2R 6DA
CCLA
Senator House
85 Queen Victoria Street
London EC4V 4ET
Cordea Savills
33 Margaret Street
London W1G 0JD
Generation Investment Management LLP
20 Air Street
London W1B 5AN
Estate Managers
Stanton Mortimer Limited
1a Meal Market
Hexham
Northumberland NE46 1NF
Insurance Brokers
DE Ford
Poppleton Grange
Low Poppleton Lane
York YO26 6GZ
Solicitors
Pothecary Witham Weld
70 St George’s Square
London SW1V 3RD
Students at Heythrop College
11
Jesuits in Britain
Our Work in Britain
A Review of 2013/14
Pastoral Services
The Jesuits in Britain are responsible
for running a number of large parishes
ranging from a deprived inner-city area
of Liverpool to the multi-ethnic areas of
Southall and Stamford Hill in London, to
the central London district of Mayfair to
some relatively small parishes in remote
areas of Scotland. Besides Masses on
Sunday, our parishes provide a valuable
weekday programme of Masses and
talks for the wider, transient population.
The average combined Sunday mass
attendance is over 10,000 parishioners
each week, drawn from every section of
the community.
All of our parishes are actively involved with
deprived or homeless people. This work varies
from organising soup-runs and involvement in food
banks to using parish property to provide overnight
accommodation. An active programme to support
people, groups and parishes in deprived or developing
areas of the world is pursued in all of our parishes.
In seven of these parishes, the properties are owned
by the Jesuits, but with the exception of St Wilfrid’s,
Homeless shelter at St Anselm’s Southall
Preston, parishes operate under the umbrella of
the relevant diocesan trust and the operations are
therefore not included in the accounts.
Fr Keith McMillan SJ served as Parish Priest of the
Sacred Heart Parish in Wimbledon until December
2013, at which time the running of the Parish was
handed over to the Southwark Diocese. The Sacred
Heart Church is currently owned by the Jesuits in
Britain, but it is intended to transfer ownership of the
Church to the diocese in due course.
The Jesuits also own the Church of the Immaculate
Conception in Spinkhill.
A number of Jesuit priests also say Masses at different
parish churches in locations close to Jesuit community
houses, including Brixton, Wimbledon and Wapping,
thus providing pastoral services beyond those churches
listed above.
Restoration work at SFX Liverpool
12
Members of the St Beuno’s team provide resources to
parishes in the Diocese of Wrexham to support lay-led
liturgy in parishes without resident priests.
Annual Report 2013-14
Name of Church
Church Priest in charge
owned
Jurisdiction
Corpus Christi
Yes
Fr Denis Blackledge SJ
Boscombe
Portsmouth
Diocese
Holy Cross
No
Fr Robert Styles SJ
Much Hadham, Herts
Westminster
Diocese
Holy Name
Manchester
Fr Tim Byron SJ
Salford Diocese
Fr Andrew
Cameron-Mowat SJ
Westminster Diocese
Yes
Immaculate Conception
Yes
Farm Street, London
Sacred Heart
Yes
Fr Peter Scally SJ
Edinburgh
St. Andrew’s and Edinburgh
Archdiocese
St. Aloysius
Glasgow
Glasgow Archdiocese
No
Fr Timothy Curtis SJ
St. Anselm’s
No
Fr Gerard Mitchell SJ
Southall, London
Westminster Diocese
St. Francis
Willesden, London
Polish Catholic Mission
No
Fr Leszek Golebiewski SJ
St. Francis Xavier
No
Fr Adrian Howell SJ
Liverpool Liverpool Diocese
St. Ignatius
Stamford Hill, London
Westminster Diocese
Yes
Fr David Smolira SJ
St. Joseph’s
No
Fr Patrick Rice SJ
Aberdeen
Aberdeen Diocese
St. Lawrence’s
No
Fr David Kay SJ
Dingwall
Aberdeen Diocese
St. Mary’s
Nairn
No
Fr Francis Barnett SJ
Aberdeen Diocese
St. Peter’s
Stonyhurst, Lancashire
Yes
Fr Peter Griffiths SJ
Salford Diocese
St. Wilfrid’s
Preston
Yes
Fr Stephen Patterson SJ
Lancaster Diocese
Our Lady of the
Rosary & St. Columba
Kingussie
No
Fr Paul Hackett SJ
Diocese of Argyll and the Isles
13
Jesuits in Britain
University Chaplaincy work
In addition to its Parish work, the Jesuits in Britain serve three University chaplaincies: Heythrop College,
London – an ecumenical chaplaincy in a Catholic university college; Oxford University Catholic chaplaincy;
Manchester Universities’ Catholic chaplaincy. Ministry to young people has always been core to Jesuit
values. The aim of our chaplaincy ministry is to support university communities to discover the value of a
life of faith, to develop skills of service, and to discern their life path.
Oxford University Catholic
Chaplaincy
Senior Chaplain – Fr Dushan Croos SJ
The Oxford Catholic chaplaincy serves the spiritual
needs of approximately 1,600 Catholic students and
has been serviced by the Jesuits in Britain since 2007,
although the continuous Jesuit association with the city
dates back to the foundation of St. Aloysius Catholic
parish in the 1870s. The Chaplaincy is served by Fr
Dushan Croos SJ, Fr Keith McMillan SJ, Alexandra
Harrod and Br Oliver Keenan OP.
The Chaplaincy welcomes students, academics and all
those who may find the Chaplaincy a support on their
journey of faith. The Chaplaincy is a hospitable place,
where there is a sense of common purpose and shared
projects. Special interest groups are supported by and
support the life of the whole community. It is
a place where people can grow in openness to
others and learn respect for companions who
may be on faith journeys different from their own.
It is felt important to promote forms of
spirituality that support a culture of discernment.
We make use in particular of the tradition of St.
Ignatius of Loyola and the Spiritual Exercises.
Oxford Chaplaincy night fever
Heythrop College Chaplaincy service
Senior Chaplain – Fr Paul Fletcher SJ
Heythrop College has a unique religious ethos,
which is nurtured by staff and the chaplaincy
team: Fr Paul Fletcher SJ, Sr. Elizabeth Ryan FCJ
and Joan Conway. The chaplaincy has a pastoral,
spiritual, prophetic and educational mission. It
provides support to various denominational
communities, the wider Church community
and to those of no specific faith affiliation. Its
programme aims to develop human potential
while reflecting on spiritual, moral, social and
political dimensions . Further objectives are to
animate the liturgical life of the College enabling
others to express and celebrate the experience
of Christian living, to arrange retreats, times of
prayer and similar activities requested by students
14
The Chaplaincy fosters informed and intelligent
reflection on the Christian call to service of
the poor and marginalised and which offers
opportunity for encounter with the ‘other’
Oxford and its issues of asylum, poverty and
homelessness.
and staff or when it would seem appropriate and to
support students of other traditions, by welcoming all
and being available. Fr Dave Stewart SJ served as the
Chaplain until January 2014.
Heythrop 400 conference
Annual Report 2013-14
Manchester Universities Catholic
Chaplaincy Senior Chaplain – Fr Tim Byron SJ
The Jesuits’ mission in Manchester continues to grow.
Three Jesuits are based permanently in the chaplaincy:
Fr Tim Byron, Fr William Pearsall and Fr Ian Tomlinson
(Superior), with Jesuits in formation from the UK and
elsewhere joining them for extended placements, an
indication that it is an excellent place for an apostolic
experience and to develop pastoral skills.
Sacramental ministry is at the core of the work. Mass
attendance is rising slowly and can peak now about
at about 700 each weekend. Over the two weekday
masses during term time, there are between 50-100
attending daily mass. The number of weddings and
baptisms in the student community continues to grow,
and 17 students are in line to be received into the
church after Easter.
The key development this year has been to offer the
students a wide experience of spirituality, with some
students attending a residential retreat while others,
a mixture of students, staff and locals attended a
week of guided prayer and workshops. The number of
students and staff regularly receiving spiritual direction
has risen to nearly 60, with more directors offering to
come in from the outside to help meet the demand.
The chaplaincy has built up a good relationship with
St Beuno’s and 10 students so far have attended silent
retreats there, with one even making the full 30-day
retreat in the summer. Plans are under way to select a
group of postgraduates and staff to be trained as prayer
guides, and they will offer a week of Guided Prayer to a
local parish in the summer.
320 students are now registered on the chaplaincy
website, which offers information on over 30 different
activities and groups. The chaplaincy has initiated
an extensive student outreach and volunteering
programme, including soup runs for homeless people,
four nights per week.
The students fund and Manchesdter foodbank
run a breakfast club
for the Holy Name
Primary School in
Moss Side, an area of
severe deprivation.
80% of the pupils
now receive a good
breakfast and equally
important are
befriending students
who are helping to
raise their educational
aspirations.
Manchester altar servers
The commitment to a local nursing home is equally
impressive with a regular visiting programme and a
series of shared dinners. The jewel in the crown is the
first student-run Foodbank in the UK, in association
with the Trussell Trust. It celebrated its first anniversary
this year and to date over 2,600 local people in crisis
have been fed. A network of over 100 agencies refer
those in need. The foodbank has received a delivery
of food from all the local mosques as well as a cheque
from the local synagogue. The students are trained to
‘signpost’ people to other agencies e.g. for advice on
debt management, mother and toddler groups, free
cookery courses, etc. Over 10 tonnes of food was
donated in a week before Christmas, from people
and businesses all over Manchester, indicating that the
Chaplaincy has become the focal point for responses to
food poverty in Greater Manchester.
The chaplaincy is becoming a focus for inter-religious
work. The Islamic Society helps out our students with
the homeless runs; the chaplaincy Church was a focal
point for work stressing reconciliation when 20 Muslim
surgeons visited in the light of the Paris killings. The
joint demonstration and meeting received nationwide
media coverage.
The chaplaincy has a strong cultural life. The filmwriting competition in collaboration with the Insight
Film Festival,
launched successfully
last year will be
unrolled nationwide this year –
the prize is a six
week placement
in Hollywood. The
Church has hosted
eight student
orchestral concerts
this year as well as
an organ prize for
the Royal Northern
College of Music.
15
Jesuits in Britain
Education
The Jesuit Institute
Director – Fr Adrian Porter SJ
jesuitinstitute.org
The Jesuit Institute is a collaborative endeavour of
Jesuits and laypeople in the UK to provide inspiration,
resources and training in Catholic social teaching,
religious education, philosophy and leadership for
schools. The Institute works with pupils, teachers,
school leaders, parents and governors to achieve the
aim of Jesuit education which is, in the words of St
Ignatius “improvement in living and learning for the
greater glory of God and the common good.”
Worldwide, there are some 784 Jesuit schools and 114
colleges and universities, educating some two million
young people in 65 countries.
The eleven Jesuit schools (including St Aloysius Junior
School) of the British Province work together better
to understand, promote and live out the vision and
spirit of St Ignatius Loyola. The Jesuit Institute shares
resources and good practice from around the world
and creates and commissions new resources for
schools, for example the Jesuit pupil profile which
proposes eight pairs of virtues that sum up what a pupil
in a Jesuit school is growing to be. Other schools, and
especially those in the Ignatian tradition, are warmly
welcome to participate in the conferences and courses
organised by the Jesuit Institute.
16
The following two Preparatory schools
operate as part of the Trust.
Donhead, Wimbledon
Head Teacher – Christopher McGrath
donhead.org.uk
Donhead is an independent primary school for
332 boys aged from 4 to 11, where all pupils are
encouraged to develop their talents to the full, while
placing them in the wider context of the community,
so that a pupil’s development and growth is not just
personal, but is sensitive to the needs and aspirations
of others both in and beyond the school. Success
in academic scholarships continued with additional
scholarships gained for sports and all-round abilities.
The school reached the final of the National Schools
Rugby Tournament. A new building development is
under-way, which will add a chapel, theatre and a
two-storey art and design centre when completed in
December 2015.
St John’s Beaumont, Windsor
Head Teacher – Giles Delaney
stjohnsbeaumont.org.uk
St. John’s Beaumont is a boarding and day preparatory
school for boys aged from 3 to 13. It is the oldest
purpose-built preparatory school in the country,
founded in 1888 and combines the rich tradition
of Jesuit education with the very best that modern
teaching techniques and technology can provide. On
leaving, boys proceed to some of the country’s finest
schools, but importantly do so as confident, aspirational
and resilient young men, aware of their own potential
and their ability to leave a positive impression on the
lives of others. During the year, a number of facilities
were upgraded, while the school’s charitable activities
continue to
be at the
heart of
the school,
including our
long-term
relationship
with St.
Rupert’s
Jesuit School
Rowing team
in Zimbabwe.
Annual Report 2013-14
Higher Education
Campion Hall, Oxford
Master – Fr James Hanvey SJ
campion.ox.ac.uk
Campion Hall is part of the University of Oxford,
one of six permanent private halls. The Hall is where
the Jesuit Community in Oxford lives. Campion
Hall’s members today form a varied and welcoming
community from all five continents, studying and
teaching in the University’s various facilities. Campion
Hall is flourishing, and offers an example of the
strengths of collegiate life as a basis for academic
endeavour. It remains a base for academic renewal and
research, providing a platform for Jesuit scholarship
in the University of Oxford, at the service of the
international order.
Seminar at Campion Hall
The College

welcomes as students members of other
religious congregations, as well as diocesan
priests and seminarians

provides Jesuit Senior Members teaching and
examining in various faculties of the University

houses sabbatical scholars, Jesuits and others,
from universities and research institutes around
the world
Campion Hall Library
Campion Hall entrance

hosts the successful English Language Summer
School, which brings together Jesuits, both
students and those in leadership positions, for a
month’s intensive language learning

hosts a number of seminars, lectures and
academic meetings, including:
–
in association with Georgetown University, Washington DC, a seminar for senior scholars focussing on Christian responses to and engagement with Islam
–
in association with Heythrop College, an
international colloquium bringing together scholars and other experts to explore questions relating to population control and development
–
in association with the Jesuit Institute, a
number of residential seminars and workshops for teachers and leaders in Jesuit primary and secondary schools in the UK and northern Europe.
Campion Hall Chapel
17
Jesuits in Britain
Our Educational Partnerships
The Jesuits in Britain founded a number of educational establishments which now are independent
trusts retaining a strong Jesuit connections, for example, the trustees appoint governors to some or all
of the following.
Heythrop College
- University of London
Cardinal Nichols celebrates mass for Heythrop 400
Principal: Fr Michael Holman SJ
heythrop.ac.uk
Heythrop College can trace its roots to the
foundation of a seminary at Louvain by the English
Jesuits in 1614. The college moved to England from
the continent during the French revolutionary wars,
finally arriving in London in 1970, and in its current
Kensington buildings since 1993. Since 1970, it has
been a College of the University of London, offering
Fr Michael Holman SJ with Fr General
independent trust and is self-governing under
the terms of its Royal Charter, but still receives
substantial grants from the Trust through its
Bellarmine Fund - a designated fund for theological
and philosophical education.
The College employs 10 Jesuit academics, as well
as staff from other congregations and orders. There
are almost 1,000 students studying philosophy and
theology.
courses in the study of philosophy and theology.
While it retains a modern Catholic ethos, it offers an
educational experience which respects all faiths and
perspectives. The College is established as an
Philip Endean SJ (right) at Heythrop 400 conference
18
In September 2013, the Congregation for Catholic
Education of the Holy See allowed the reactivation
of the ecclesiastical faculties of philosophy and
theology at the college, so it is now able to award its
own ecclesiastical bachelors, licentiate and doctoral
degrees. During 2014, the 400th Anniversary of
the College, discussions with St. Mary’s University,
Twickenham began to explore the possibilities of a
partnership. These discussions are ongoing with a
decision expected in the coming year.
Rt Rev Rowan Williams (centre)
at Heythrop 400 conference
Annual Report 2013-14
Voluntary aided schools
In the case of the voluntary aided schools below, the Trust owns the properties. Revenue funding comes
from the Department for Education and the relevant Local Education Authority. The Trust continues
to support Governors’ Funds, which are used to contribute towards all capital expenditure projects.
Although the properties have been included in the accounts, along with the cost of any financial
contributions, the non-property assets, liabilities and transactions of the schools are not included.
Wimbledon College
Head Teacher: Adrian Laing
wimbledoncollege.org.uk
Wimbledon College was founded in 1892. Today, it is
a Comprehensive Boys school, which educates about
1,300 pupils aged from 11 to 18 years old. In 2014,
72% achieved 5 A*- C (including English and Maths).
The College has a large, well established and successful
Sixth Form.
St Ignatius College Enfield Head Teacher: Andrew Dickson
st-ignatius.enfield.sch.uk
The College was founded at Stamford Hill in 1894,
before moving to the Enfield site in 1968. Today, the
College has about 1,100 pupils and is celebrating its
120th year as a Jesuit Institution.
St Joseph’s Primary School,
Hurst Green, Clitheroe
Head Teacher: Elizabeth Stevens
st-josephs-hurstgreen.lancs.sch.uk
The School is situated in the heart of the beautiful
Ribble Valley and is the oldest and smallest Jesuit school
in the country. It welcomes pupils from all backgrounds,
but promotes strong Catholic values. Pupils acquire
a love of learning, excellent levels of personal
development and outstanding levels of academic
achievement. A distinguishing feature of Jesuit education
is that we seek to “find God in all things” and at St.
Joseph’s this means not only in prayer, but in every
aspect of life. The school strives for excellence, which
for each individual, means my excellence, the best that I
can give, the best that I can do. The school chaplaincy is
served by the local Jesuit Community at Stonyhurst. St.
Joseph’s School is linked to a companion Jesuit school,
St Joseph’s School in Chishawasha in Zimbabwe.
Since the year-end, the Trust has agreed to fund the
building of a new class-room and dining area, with a
chapel above, which will be used as a Mass Centre on
Sundays for the local village and surrounding areas. The
new class-room will allow the school to expand from
63 pupils to 84.
Like all Jesuit schools, it aims to provide a sound,
intellectual and technological formation, not as an
end in itself, but as an aid to the fullest possible
development of each individual student. At GCSE level,
74% of boys achieved at least 5 A* - C
Cardinal Nichols at St Ignatius College
grade passes, including English and Maths,
120th year celebrations
while a 99% pass rate was achieved
at A Level. This has led to one of the
highest number of students entering the
Sixth Form ever, including girls for the
first time. The College appointed a new
Executive Headteacher in 2014.
During the year, the Trust gave a grant
of £204,800 to St. Ignatius College as a
contribution to carry out much needed
refurbishment work during the Summer
of 2014.
19
Jesuits in Britain
Local trust schools
The following independent Jesuit-founded schools have all been set up as local trusts:
St Aloysius College, Glasgow
Head Teacher: John Browne
staloysius.org
St Aloysius Junior School choir with Andrea Bocelli
The College was initially founded in September
1859 with the aim of educating Catholic boys in
and around Glasgow. Today, it is a co-educational
Catholic school with nearly 1,100 pupils, aged 3
to 18, including at the Junior School. In 2012, the
College was established as an Independent Trust,
although it continues to share in a tradition of
educational excellence and as part of a world-wide
network of schools and universities, whose mission
is the “improvement in living and learning for the
greater glory of God and the common good.” The
chaplaincies for both schools are served from the
local Jesuit Community in Glasgow.
Stonyhurst College & St Mary’s Hall, Lancashire
Stonyhurst choir performs at St Ignazio Rome
Stonyhurst College
Head Teacher: Andrew Johnson
stonyhurst.ac.uk
Stonyhurst College was originally founded in St
Omer in 1593, providing a Catholic education to
boys at a time when such education was prohibited
in England. After a number of moves, the College
moved to England in 1794 and today aims to provide
an exceptional education in the Jesuit tradition and
prepare students for successful and fulfilling lives in the
modern world, in a setting steeped with history. The
School today is co-educational and has just under 500
pupils, of whom two-thirds board.
The School chaplaincy is served by the Jesuit
community based at Stonyhurst, which also serves the
local parish of St Peter’s and St Joseph’s in the heart of
the Ribble Valley.
The organ
at St Peter’s
Stonyhurst
20
St Mary’s Hall
Head Teacher: Lawrence Crouch
saintmaryshall.com
The Hall is a co-educational prep-school for Stonyhurst
College, with over 200 pupils aged between 3 and 13
years old. It occupies in its own buildings on the same
site as the senior school, with which it shares several
facilities. The school is a place of enthusiastic learning,
achievement and love, aimed at making pupils aware
of their own strengths and weaknesses and grounding
them in values that give a robust moral code for the
challenges of modern life.
Annual Report 2013-14
Mount St Mary’s College & Barlborough Hall, Derbyshire
Mount St Mary’s College
Barlborough Hall
Head Teacher: Dr Nicholas Cuddihy
msmcollege.co.uk
Head Teacher: Nicholas Boys
barlboroughhallschool.co.uk
Mount St Mary’s is a vibrant co-educational boarding
and day school, welcoming and catering for the needs
of children aged 11 to 18 from all denominations in a
truly ecumenical and happy environment. The College
has about 270 pupils. A new Head was appointed in
2014.
Barlborough Hall School is a co-educational
preparatory day school with about 175 pupils. The
school provides some exceptional facilities on site,
including a swimming pool, dance studio, theatre and a
self-contained nursery.
Barlborough Hall pupils
Science lesson
Through the agency of Jesuit Missions’ Companions Programme, all the Jesuit schools in Britain have
partnerships with Jesuit schools in Africa. The programme aims to develop a mutually beneficial and
sustainable relationship between schools in the UK and their partner school, and enables pupils to take
action for social justice at home and overseas.
UK Partner
African partner
Mount St. Mary’s
Canisius Secondary School (Zambia)
St. Aloysius’ College
St. Aloysius Secondary School (Kenya)
St. Ignatius’ College
St. Ignatius Prep and Primary (Tanzania)
Stonyhurst
St. Peter’s Kubatana (Zimbabwe)
Wimbledon College
St. Ignatius College (Zimbabwe)
Barlborough Hall
Makumbi Primary (Zimbabwe)
Donhead
Hartmann House and St. Peter’s Mbare Primary (Zimbabwe)
St. John’s Beaumont
St. Rupert Mayer Primary School (Zimbabwe)
St. Joseph’s Primary
St. Joseph’s Primary (Zimbabwe)
St. Mary’s Hall
St. Paul’s Primary (Musami, Zimbabwe)
21
Jesuits in Britain
Formation
Our mission to train priests is fulfilled in the
following ways:
 Helping young men on their path to
discerning vocations as Jesuits through
our candidates programme
We seek to promote the culture of vocations,
wherein young men and women can come to
good and faith-inspired decisions about their
futures – this is mainly achieved through young
adult spirituality events
 Operating the North West European
Deaconate ordinations Westminster Cathedral
Jesuit novitiate
Our Novitiate, established for the provinces of
Britain, Ireland, Flanders and the Netherlands,
is at Manresa House Birmingham under the
newly-appointed Novice Director, Brendan
Callaghan SJ. Five first year novices began in
September 2014, and there are two second year
novices. This year saw the regular meeting of
the Western European Novitiates taking place
in Lyon, and a gathering of Novice Directors
in Alexandria. Planning continues for the
relocation of the joint novitiate to Dublin.
 Pre-ordination programme
Fr General with London-based scholastics
There are 37 Jesuits in formation studying
in Britain. The majority are studying for the
Bachelor of Divinity degree at Heythrop
College. Five are British Province men; the
others are from provinces around the world.
 Post-ordination formation
There are 27 Jesuit priests from other provinces living in Jesuit communities in Britain,
pursuing studies at universities in Britain.
 Financial support to formation in Jesuit Provinces worldwide
In 2013 - 2014 the Jesuits in Britain made
grants of just over £300,000 towards the
costs of formation programmes
worldwide.
 Financial support for formation of
Catholic priests in Britain
In 2013 - 2014 the Jesuits in Britain gave grants
of £200,000 to the Catholic Trust for England
and Wales and £100,000 to the Bishops’
Conference of Scotland for the training of
diocesan clergy.
Carlos Chuquihuara makes his first vows
22
Annual Report 2013-14
Relief of Poverty
“Just as the commandment “Thou shalt not kill” sets a clear limit in order to safeguard the value of human life,
today we also have to say “thou shalt not” to an economy of exclusion and inequality. Such an economy kills.”
Evangelii Gaudium 53.
Since his election Pope Francis has been emphasizing the church’s tradition of concern for the poor, and challenging
the culture of indifference that desensitizes us to the suffering of others.
Jesuit Refugee Service (JRS)
Director – Louise Zanré
jrsuk.net
The mission of JRS is to accompany, to serve and to
defend the rights of those who have been forcibly
displaced, who are amongst the most vulnerable people
in our society, and who are either detained sometimes
arbitrarily under administrative measures for an
unspecified period of time or who are left destitute
with no recourse to public funds and no meaningful
permission to work. JRS goals are therefore threefold:

to work towards the dignity of refugees and forced
migrants

to improve the conditions such people find
themselves in

to advocate a values-based approach to the UK’s
obligations of meeting the protection needs of
refugees and forced migrants.
With the Hurtado Jesuit Centre in Wapping as its base,
JRS provides a weekly day centre each Thursday, which
about 100 people attend and where we provide simple
food and companionship. In addition, 15 – 20 people
Volunteers and staff and JRS
Changes Lives Lent Campaign
attend appointments at the JRS offices during the rest
of the week for support and advice. Other groups meet
at the centre, including a peer support group for both
men and for women, a prayer group, creative writing
and photography workshops and sessions for stressrelief and general well-being. Around 20 detainees a
month receive regular social visits from volunteer
visitors. We also provide modest hardship funds, as
well as bus fare for medical and legal
appointments.
Chaplaincy services at
Harmondsworth and Colnbrook
Immigration Removal Centres have
continued to be provided through
the work of the JRS chaplaincy team.
Surgeries are provided every Thursday
at Colnbrook. The two centres
between them accommodate over
1,000 detainees.
The impact of JRS work can be seen
through increased confidence levels,
greater resilience and a lessening of
isolation and loneliness experienced
by the people we reach out to.
23
Jesuits in Britain
The Jesuits support three volunteering ministries who work in a structured way to help
marginalized groups in Britain. This is in addition to social justice initiatives carried out by our
parish and school communities.
London Jesuit Volunteers (LJV)
Co-ordinator –­Sr Elaine Rawlins OSU
Jesui.org.uk/london-jesuit-volunteers
Glasgow Jesuit Volunteers (GJV)
Co-ordinator –­Karen Browne
Jesui.org.uk/glasgowjesuitvolunteers
LJV enables people of any age to volunteer for a few
hours each week with those who are materially poor,
vulnerable and marginalised in our society.
GJV supports a number of volunteers each giving up
on average three hours per week of their time for
the service of others.Volunteers continue to work in
diverse and interesting places. Several volunteer in the
Wayside Club, set up over 80 years’ ago to alleviate
social problems e.g. addiction, street girls, refugees,
poor immigrant workers and others who simply
struggle to feed themselves. Another placement is The
Space in Govanhill, which was opened in 2013 by the
Daughters of Charity and provides a safe and peaceful
place in an area which is rent with racial tension, crime
and poverty. Our volunteers also work with foodbanks,
adult literacy for both socially disadvantaged adults and
newly arrived immigrants who struggle with reading
and writing.
Volunteers meet monthly to reflect on their
experiences using Ignatian spirituality. We seek
volunteers who work with commitment and
compassion in a way that respects human dignity,
promotes justice and has hope for the future. We
have explored and are still exploring other venues but
currently the volunteers continue to meet at Mount
Street.
LJV monthly reflection
Glasgow volunteers at Salt and Light
Jesuit Volunteer Community (JVC)
From September to July, JVC provided 15 young
adult volunteers aged 18-35, from Britain and other
EEA countries placements in charities working
alongside marginalized groups for 40 hours per week.
The programme helps participants to grow in selfawareness and develop a greater understanding of
the needs of others and in particular in alleviating the
suffering of the poor in Liverpool, Manchester and
Birmingham.
JVC’s aims are achieved through four core values: a)
living in community with a small group of other people;
b) working for social justice as full-time volunteers in
projects supporting those in need; c) leading a simple
24
and sustainable lifestyle; and d) exploring faith and
spirituality in the Ignatian tradition.
At the beginning of 2014, trustees decided that it
would be necessary to close the JVC programme to
concentrate on other activities.
Fund for Social Justice (FSJ)
The FSJ Committee assesses applications for
grants to be paid from funds agreed by trustees,
within the overall objectives of the Trust, for Jesuit
sponsored projects. Grants of over £19,000 were
made during the course of the year.
Annual Report 2013-14
Medical Care for the homeless
Fr Paul O’Reilly SJ is a medical doctor in general
practice at the Doctor Hickey Surgery, which offers
services specifically to homeless people in Westminster,
most of whom have problems of addiction and serious
mental illness. The surgery currently has approximately
1,800 registered homeless patients and provides a
range of medical services, including the largest primary
care substance misuse service in Westminster. The
impact of the surgery can be measured by comparing
the average age at death at 54 with other homeless
populations, where the average is in the range of 42 –
46. It has been estimated that every £1 invested in the
service yields a return of £5.40 in reduced expenditure
in secondary care.
Hurtado Jesuit Centre
Director –­Br Stephen Power SJ
hurtadocentre.org.uk
As well as being a base for both the Jesuit Refugee
Service and the London Volunteer Community, the
Hurtado Listening project consultation
Fr Gerry Gallen SJ and Fr Paul O’Reilly SJ
on mission to street homeless
Work in Prisons
A number of Jesuit priests and scholastics visit
and when possible say Mass in prisons, including at
Holloway, Brixton, Wandsworth and Winson Green.
One scholastic is a volunteer with PACT, whose
mission is to work alongside the country’s prisoners
and their families.
Hurtado Centre in Wapping aims to serve the local
community in a number of ways, including hosting
various events and activities during the course of
the week, providing a programme of affordable
and accessible urban and mini retreats, and making
contributions to Christian–Muslim engagement. During
the year, a Listening exercise in the local community
was carried out with a view to shape strategic planning
for the coming few years. The impact of the work being
done in the Centre is three-fold: firstly to increase
the awareness of the Jesuit commitment to social
justice within the local community; secondly to deepen
the understanding of
Fr Paul Nicholson SJ
the role that Ignatian
spirituality and practice
can play in sustaining
those working for social
justice and in the lives
of busy or marginalized
people; and building
stronger relationships
across community
divides.
Care of Infirm and Elderly Members
The trust is committed to care for infirm and elderly members of the order who have previously
covenanted all that they earned or received back to the trust. We run two communities which have special
facilities for nursing care:


Corpus Christi Jesuit Community, Boscombe (accommodation for up to 20)
Care service at St. Wilfrid’s, Preston (accommodation for up to 10)
25
Jesuits in Britain
Spirituality Centres
Spirituality centres are places of active formation in Ignatian prayer and discernment. This spirituality
emanates from the Catholic faith background but it is open to all who wish to share in it. The Jesuits
in Britain run a number of centres for spirituality. After a long period of discernment, trustees decided
to close Loyola Hall in order to devote more resources to an outreach programme focusing on young
people. In January 2014, Simon Bishop SJ was appointed as a Director of Spirituality to develop further this
spirituality offer. St Beuno’s Jesuit Spirituality Centre in North Wales offers residential courses and retreats
from three months to three days, while the centres in London and Scotland offer non-residential courses
and events from full year courses to short talks.
St Beuno’s, St Asaph
Director – Fr Roger Dawson SJ
beunos.com
St. Beuno’s Jesuit
Spirituality Centre is
situated in the Vale of
Clwyd in an Area of
Outstanding Natural
Beauty near the North
Wales Coast. The centre
maintains an atmosphere
of tranquillity to
enhance the silence
of retreats. The house
offers a number of
chapels, prayer rooms,
lounges, libraries, an art
centre and a number of
meeting rooms. With
the closure of Loyola
Hall, there are now 14
spiritual directors based
at St. Beuno’s. During
the course of the year,
96 courses were run
with 1,263 individual
St Beuno’s
participants. Much work
was also carried out with
the Provincial’s delegate
for spirituality to review
the basis and criteria for
future work and priorities.
In 2014, the failing wastewater treatment plant
was replaced, which will
allow in 2015 the addition
of en-suite facilities to a
number of rooms in the
main house. A number of
other improvements to
the house, cottages and
gardens are currently
being planned.
Fr Roger Dawson SJ took
over as Director of St.
Beuno’s in April 2014
from Fr David
Birchall SJ.
Loyola Hall, Rainhill
Director – Ruth Holgate
Courses were run at Loyola Hall until April 2014, at
which stage the retreat centre closed, allowing the
Jesuits to focus their attention on a single residential
spirituality centre (i.e. St. Beuno’s). Up until April 2014,
Loyola Hall was full with numbers on retreats and
courses up over the year. Events were offered for a
number of marginalised groups who might otherwise
not be able to find a suitable retreat. Retreats were
26
also offered in universities to students who would
not have resources to come away to a retreat centre.
Following closure of the centre, some of the outreach
work continued, including contact with the Church in
China. In July 2014, Stephen Hoyland went to Beijing
for three weeks to supervise and train on a course for
spiritual directors.
Annual Report 2013-14
Ignatian Spirituality Centre,
Glasgow (ISC)
Director – Fr David Birchall SJ
iscglasgow.co.uk
The ISC is based in a city centre location in Glasgow.
Its primary aim is to help people to reflect on their
experience of a positive spiritual presence in their
lives and in the world and to create space for an
authentic response to that presence. The programme
of courses, events and retreats and the offer of oneto-one spiritual accompaniment is firmly grounded
in the Ignatian spiritual tradition. Because it is rooted
in a sound process, this way of reflecting provides a
Mount Street Jesuit Centre, London
Director – Lynne Galloway
ISC
common ground which seems to go beyond religious
boundaries without losing commitment to particular
religious traditions. During the course of the year,
about 120 events were held with well over 1,000
attendees (about 400 individual participants).
Fr David Birchall SJ took over as Director of the ISC in
January 2015 from Fr Thomas McGuinness SJ.

Spiritual Development: offering a great variety
of opportunities (from half day workshops to a
nine month course) for people to gain greater
knowledge and love of God, the world and their
place within it, and also of how Ignatian spirituality
can help us

Spiritual Direction: offers a safe space where
people can develop both their awareness of God’s
presence in their lives and their unique personal
relationship with God

Adult Faith Formation: a programme to help people
grow in knowledge and understanding of their faith,
to encourage them to reflect on their experiences
and to greater participation in the life and mission
of the Church both as individuals and within their
communities
msjc.org.uk
Mount Street Jesuit Centre provides spiritual and
theological education and formation so as to find a
deeper meaning and purpose in their lives by offering a
range of courses, activities and ministries:
Fr Dominic Robinson SJ and Fr Tony Horan SJ
at MSJC 10th birthday celebration
Lauriston Jesuit Centre, Edinburgh
Director – Fr James Crampsey SJ
lauriston.org.uk
The Lauriston Jesuit Centre presents issues of
spirituality, social justice and adult faith formation to
the city of Edinburgh and beyond through series of
talks. The centre-piece of the year was an exploration
of values by which Scots people would wish to live,
whatever the outcome of the vote in the lead up to
the referendum. There were four very distinguished
figures speaking about the four values inscribed on
the Scottish Parliamentary Mace. The Past-President
During the year, the centre put on over 60 different
types of short and long courses, including workshops
and retreat days.
of the Law Society, Austin Lafferty spoke about Justice;
the Chief Medical Officer of Scotland, Sir Harry
Burns spoke about compassion; poet Anne O’Connor
spoke about Wisdom; and Nancy Adams spoke about
integrity. Other speakers included Louise Zanre of the
Jesuit Refugee Service, who spoke about issues of the
movement of peoples, and the kind of reception given
to migrants and refugees on our shores. Other events
included several to mark Holocaust Memorial Day, a
four part series on Jesus in the Gospel and Art and a
series of Conversations in Faith, the Muslim, Jewish and
Sikh faiths, which has continued into this year.
27
Jesuits in Britain
Jesuit Work Overseas
Jesuit Missions (JM)
Director – Paul Chitnis
jesuitmissions.org
During the year,
JM published
several
resources
for schools
including
‘Great Hope’,
Paul Chitnis speaking at the colloquium for secondary
schools focusing
on Jesuit spirituality and social justice through the
lives of Zimbabwean women. Workshops in Zimbabwe
and the UK were held during the year along with a
colloquium in London with teachers from several UK
schools. The event launched our Education for Justice
programme and was addressed by Fr Joe Arimoso SJ,
Jesuit education delegate for Zimbabwe. Evaluation
of the event showed a high level of commitment and
appreciation from the participants.
JM has maintained its advocacy work. In 2014,
JM funded a report (Lives follow livelihoods)
commissioned by the Guyana region and undertaken by
the Guyana Human Rights’ Association. It sets out the
nature and challenges of mining in regions of Guyana
where the Jesuits are working.
In December 2013, JM staff contributed to a seminar
held in Bilbao: ‘For a Just Cause – Campaigning on
Conflict Minerals’. In support of this, JM is supporting
a change to regulations being considered by the
European Parliament for voluntary regulation to
encourage the responsible sourcing of minerals.
JM supported a workshop for Jesuits in Southern Africa
as they discern how they could become involved in
advocacy on mining issues. Following the workshop, a
proposal was submitted to endorse a series of national
mining initiatives coordinated under a regional umbrella.
JM attended the Rio Tinto Zinc AGM on behalf of the
British Province. This follows an earlier presence at
the Vedanta AGM. JM’s membership of the London
Mining Network is proving valuable with a Jesuit
scholastic, Henry Longbottom SJ, being elected to the
Management Board.
2013/14 was a significant year for JM’s volunteering.
JM collaborates with Progressio, a member of the
International Citizen Service scheme which sends
18-25 year olds overseas. Two volunteers travelled
to Honduras with ICS this year and many more
28
are expected to travel next year as the programme
becomes better known. In addition, seven volunteers
were placed with our longstanding Jesuit partners in
Thailand, India, Tanzania, Colombia and Kyrgyzstan.
In the course of the year, Typhoon Haiyan struck
and devastated large parts of the Philippines killings
thousands of people. Many more people had their lives
and livelihoods destroyed by one of the most powerful
typhoons ever recorded. JM launched an appeal to
support the response of the Jesuits in the country and
£300,000 was raised. The Jesuits responded quickly
and were able to help in distributing much-needed
emergency rations and non-food items. In the longer
term, JM is working
through the Xavier
network to assist
with the rebuilding
of homes that have
been destroyed
and to put in place
measures which
will better prepare
communities for
future shocks.
Jesuit Missions has
supported many
Relief arrives in the Philippines
other projects
around the world including the following Jesuit
Provinces:

Ranchi in Assam Mission, India - the purchase and
installation of a solar rooftop power plant for the
provision of a consistent supply of electricity, IT
and good water

Zambia-Malawi - the support and accommodation
of a Jesuit Chaplain at the school, and the
promotion of its Catholic and Jesuit orientation
and pedagogy

the Philippines - building 100 houses, two
evacuation centres and a dormitory following
Typhoon Haiyan; and supporting advocacy and
capacity building to build resilience against future
natural disasters

Madhya Pradesh, India - better educational facilities
for the sustainable development of deprived and
vulnerable communities specifically the Barela
tribes and their children at Campion School,
Bhopal

Zimbabwe - the establishment of the Zimbabwe
Province Development Office; specifically the
improvement of facilities, recruitment of staff,
design of development education programmes and
fundraising/funding development initiatives.
Annual Report 2013-14
Youth, Media and Dialogue Activities
Pray-as-you-go.org
Jesuits and Friends
is a 10 minute daily prayer
podcast with music, which
allows listeners to find
God in their daily lives.
This year we also produced
Advent and Lent retreats,
imaginative contemplation
exercises and reflections to accompany the Jesuit
restoration calendar. The new website was launched in
Advent 2013, in collaboration with the Polish Jesuits.
The new PAYG apps launched in May 2014 have been
downloaded by about 60,000 people. PAYG receives
around 45,000 content downloads per day.
is the Jesuits’ main print communication platform in
Britain. It is a 24 page magazine produced three times
per year and distributed free to a mailing list of 12,000
individuals plus Jesuit schools, parishes and centres.
Thinkingfaith.org
is the Jesuits’ online
journal publishing
100 - 120 articles
per year. It has
4,800 subscribers
– a number which
continues to
increase – around
the world, but is open to any visitor to the website. The
website was renewed and relaunched in April 2014. The
site achieves 800 - 1,000 visitors per day, and has had
over one million visitors since it was launched in 2008.
In collaboration with other Jesuit journals, Thinking
Faith published an interview of Pope Francis by Antonio
Spadaro SJ which has had over 80,000 views.
The Way
theway.org.uk
is an international journal of contemporary Christian
spirituality. Through writing informed by critical and
creative scholarships, it aims to provide a forum in
which thoughtful Christians from different walks of life
and different traditions, reflect on God’s continuing
action in human experience. Among particular concerns
are: the role of spirituality in the struggle for justice;
the spiritual issues raised by inter-cultural and interreligious dialogue; the interactions between spirituality,
politics and culture; and the fostering and development
of the Ignatian spiritual tradition.
The Heythrop Journal
is a bi-monthly academic review of
philosophy and theology published by
Wiley Blackwell on behalf of Heythrop
College. Its subscribers are academic
institutions and individuals around the
world.
Jesuit.org.uk
Young adult ministry
is the new province website, launched in March 2014.
The new site receives 35-50% more visitors daily than
the previous site. New social media platforms have also
been launched and new information is posted several
times each day. The e-news was launched in May 2014
and has 1,280 new subscribers.
In addition to our
chaplaincy work in
London, Manchester
and Oxford we have
a young adult ministry
based at Farm St Church
in London. Special
weekly masses for young
adults are offered, as
well as social events,
and Theology on Tap –
discussions in the pub
led by Jesuits.
Magis 2014
29
Jesuits in Britain
Working in Scotland
(Registered Charity Number SC 40490)
The Jesuits in Britain serve six
parishes in Scotland, namely
Sacred Heart (Edinburgh), St.
Aloysius (Glasgow), St. Mary’s
(Nairn),
St. Lawrence’s (Dingwall),
Our Lady of the Rosary &
St. Columba (Kingussie) and at
St. Joseph’s (Aberdeen).
St Aloysius (Glasgow)
From the Jesuit communities
in Edinburgh and Glasgow, we
run two spirituality centres:
Lauriston Jesuit Centre in
Edinburgh and the Ignatian
Spirituality Centre in Glasgow.
Both centres have a busy
programme of courses, retreats
and talks throughout the year.
We promote volunteering work
through the Jesuit Volunteers Glasgow programme.
Immaculate Conception (Inverurie)
The Jesuits in Britain also support St. Aloysius College,
Glasgow, which has been set up as an independent
trust. This was supported by a transfer of property and
other assets to the Trust in furtherance of its objectives
to promote education.
In addition to these Scottish based activities, all of the
media material described above is available to members
of the public in Scotland.
For more information about any of the above works,
please refer to the descriptions of the works above.
In 2015, the Catholic Church will be celebrating 400th
Anniversary of St John Ogilvie SJ, Scotland’s only postReformation Jesuit martyr, with a number of various
events being
held across
Scotland to
commemorate
the Anniversary.
His shrine is in
the Church of
St Aloysius in
Glasgow.
St Lawrence’s (Dingwall)
30
Sacred Heart (Edinburgh)
St Mary’s (Nairn)
Annual Report 2013-14
Our Objectives
What did we say we would do
in 2013/2014 and how did
we perform?
A number of objectives were set for the year, and progress made as
described below.
Objective set
Progress review
Renew the spirituality programme across Britain
with a view to developing new audiences and
participants
Fr Simon Bishop SJ started work as the new
Director of Spirituality in January 2014. A review was
carried out, including online questionnaire surveys
of our apostolic core and the general public, and a
strategy document was produced and consulted on
Review volunteering projects across the province
to examine potential efficiencies and cost-saving
collaborations
The review resulted in the cessation of the
operations of the residential Jesuit Volunteer
Communities. The JVC communities closed in July
2014. Other volunteering programmes are still to be
reviewed
Implement phases 1 and 2 of the province database
project
Phase 1 of the database project went live in summer
2014 with the Curia, Pray as you go, Thinking Faith,
Vocations and JRS data
Phase 2 comprises spirituality data, and configuration
is now scoped, and data assembled ready for transfer.
The first part of this (residential data) is scheduled
to go-live for Spring 2015
Launch the new province website and new websites
for at least three Jesuit works
Four new websites were launched: Pray as you
go (November 2013); the main Province site and
Vocations (March 2014); and Thinking Faith (April
2014). Alongside the new sites were launched social
media accounts with Facebook, Twitter, Soundcloud,
YouTube, Linked In and Google+, and e-newsletters
for subscribers
31
Jesuits in Britain
Objective set
Progress review
Collaborate with the Jesuit European Office in
Brussels in new international formation initiatives
A substantial grant was agreed to help fund some of
the students from the poorer Provinces in Europe
Heythrop College -Assist with the development plan
of this associated trust. This includes a renewal of
the curriculum to make the theological studies more
relevant to the modern workplace and to meet the
challenges of the new higher education free market
which is particularly difficult for a small college
In January 2014 the ecclesiastical faculties of
theology and philosophy were re-established. The
College will award in its own right ecclesiastical
bachelors (STB, BacPhil), licentiate (STL, PhL) and
doctoral degrees in Philosophy and Theology. In
summer 2014 the governors entered discussions
with St Mary’s University Twickenham about possible
partnership in order to secure Heythrop’s mission
in the teaching and research of theology and
philosophy. Both governing bodies will consider a
proposal for the way forward in the near future
Campion Hall – increase in profile and development
of a spirituality programme
The new Master Fr James Hanvey SJ took over in
December 2013 and has begun to develop a new
website and conference programme, while the
spirituality programme is being reconsidered
St Beuno’s – Develop plans to refurbish in 20142015 to provide more en-suite and accessible rooms
Plans were completed and refurbishment is due to
be implemented in the first half of 2015
Preston community – refurbishment to improve
conditions for elderly care
Refurbishment was completed and the community
moved back in October 2014
Manchester University chaplaincy – scoping and
fundraising for improvements to the chaplaincy
building
This was put on hold pending the appointment of a
new bishop to the Diocese of Salford. Although an
appointment has now been made, no decisions have
yet been made
De Nobili House, Southall – to be closed and the
property sold
The property was sold in December 2013
Parishes’ conference February 2014
32
Annual Report 2013-14
Objectives for 2014 / 2015
– What will we do?
A number of objectives have been set for the forthcoming year, both on a Provincewide and on an individual basis.
Strategic projects
 To implement the spirituality strategy preparation phase which will comprise:
–
–
–
–
An audit of spirituality resources
Development of a spirituality website to include all programmes across the province
Developing within the wider database project a database of spiritual directors and their skills
and experience
Renewal of the Apostleship of Prayer programme
To improve the sharing of marketing materials and spirituality resources across apostolates, avoiding
duplication of effort and sharing best practice
 To consider the future of our volunteering ministries
 To move forward positively with discussions on partnership between Heythrop College and St Mary’s
University with a view to developing a proposal in the coming year
 To lead celebrations in Scotland of the 400th anniversary of the martyrdom of St John Ogilvie SJ.
Other projects
 To implement the refurbishment at St Beuno’s
 To scope a capital programme for the Manchester chaplaincy and Holy Name Church in collaboration with
the diocese and to start implementation
 To scope and fundraise for a refurbishment of the sound recording studio of Pray as you go to enable video
recording
 To move forward with the redevelopment of St Joseph’s Primary School, Hurst Green
 To build a chapel, theatre and a two-storey art and design centre at Donhead School
 Through a Provincial Congregation (April 2015), a Province Meeting for Jesuits over 65 (April 2015) and the
Inter-Provincial Experiments for those under 65 (July-August 2015) to refresh our charism and prepare for
the General Congregation of the Society in 2016
33
Jesuits in Britain
Finance & Administration
Financial Review
The Funds of the Charity
During the financial year, the Charity recorded net
incoming resources before investment gains of £1,377k,
compared to a deficit of £15,318k in 2012/2013. The
large deficit in that year followed the transfer or gifting
of property and other assets to St. Aloysius’ College at
the start of its life as an independent trust. However,
the small surplus in 2013 / 2014 includes a surplus of
£3,832k on the disposal of assets; excluding this, there
would have been a deficit of £2,396k. This reflects
some sizeable grants made to among others Heythrop
College, which celebrated its 400th Anniversary during
the year, and in support of Jesuit work overseas in
furtherance of our charitable objectives.
During the year, a review of activities was carried out,
and decisions were taken to close Loyola Hall and the
Jesuit Volunteer Community. While these decisions
were taken in order, for example, to focus on a single
residential spirituality centre, operating costs will be
much reduced in 2014/2015.
The total funds of the Charity amount to £478.2m
(2013: £458.6m). These fall into three categories:
From an investment point of view, the year ended
30 September 2014 has been another good year
for the Trust with gains recorded again. Total gains
for all the works and regions during the year were
£18.1m (£29.4m in 2012/2013). This again reflected
the continued upturn in global market conditions, with
much of the gains unrealised and at the vagaries of the
world economy.
As a result of all of the above, the total net movement
in funds of £19.6m was again positive (2013: £14.1m).
Restricted Funds: £109.9m are for particular projects,
subject to specific conditions imposed by the original
donors. These are described in fuller detail in note 20
to the accounts.
Designated Funds: £364.3m has been designated (or
set aside) in order to enable the Society to further fulfil
its mission i.e. the service of faith and the promotion
of justice, as described more fully above. Although
the Jesuit constitution provides that its funds may be
built up to promote and endow its colleges and other
works, permanent endowment is not allowed to its
religious communities whose members have completed
formation and are not in care. Jesuits covenant any
income they receive to the Trust, so that all salaries,
pensions, royalties, personal legacies, etc. are used for
the works of the Trust, with living costs being met by
the Trust.
There are five main funds of the Jesuits in Britain, which
have been designated to:
 Found new institutes and work (Foundation
Fund)
 Promote and subsidise the Jesuits in Britain’s
works (Apostolic Works Fund)
 Pay the costs of study and training of Jesuits
(Formation Fund)
 Provide for the sick and elderly Jesuits (Old Age
Fund)
 Provide for the work of Heythrop College and
other work in adult theological and philosophical
education (Bellarmine Fund).
By designation of funds, the trustees retain the
flexibility to respond to changing needs, while providing
a useful method of balancing the different claims on
funds.
More information on the designations is given in note
22 of the attached accounts.
Unrestricted Funds: general funds of £4.0m are
available to support the work of the Jesuits in Britain in
the future.
34
Annual Report 2013-14
Reserves Policy
Investment Policy
The level of reserves held is a matter for trustees,
who review the reserves from time to time with
a view to disposing of surplus funds in accordance
with the Trust deed, while also recognizing the need
to hold reserves in order to underwrite their day to
day activities. Trustees also take into consideration a
number of other factors, namely the reliability of its
income, flexibility of costs in terms of whether they are
fixed or variable, availability of cash and requirements
to invest in order to deliver its objectives. The trustees’
policy is to hold between 6 months’ worth of premises
costs and 3 months’ worth of administration and other
support costs, which for the year ended equates to
about £4.15m. General funds are just below this target
level.
The Trust’s investment portfolio is overseen by the
Investment Committee and is divided between listed
investments (equity and bonds), cash deposits and
investment properties. As at the year end, the total
market value was £346.5m. Investments have been
acquired in accordance with the powers available to
the trustees.
Grant-making Policy
The Trust is not primarily a grant-making trust and
the trustees do not consider applications from the
general public. Occasional grants are however made
to organisations and individuals whose work is aligned
with that of the Jesuits in Britain – see especially the
reference above to the Fund for Social Justice. The
trustees’ principal intention, however, in their use of
funds is to support the various institutions for which
the Society is responsible, all of which are for the public
benefit. A financial subsidy from central funds is given
where this is judged appropriate. Central funds are also
available for the support of members of the Society
during periods of initial or ongoing study and training,
and for the support of those who are retired or infirm.
The trustees accept a special duty to support the work
of the South Africa and Guyana Regions of the Society
of Jesus.
The equity portfolio is divided between several
managers. Following a review carried out during the
year, three new investment managers were appointed,
namely Cazenove, CCLA and Generation IM. AXA
Framlington Investment Management continues
to manage a major portion of the equity portfolio,
while Newton Investment Management manages the
Society’s Bond holdings. Within specified guidelines, the
investment managers’ objectives are to maximise total
return, whilst providing a level of income advised by the
trustees from time to time.
Stanton Mortimer Ltd manages a portfolio of
investment properties, while funds have also been
invested in the Charities Property Fund and a CCLA
property fund.
Ethical Investment Policy
The investment managers operate within specific
ethical guidelines, which are set out and regularly
reviewed by the Investment Committee and by the
trustees. The trustees are members of the Church
Investors Group (CIG).
Basis for Accounts Preparation
The financial statements have been prepared based
on the accounting policies set out after the financial
statements and comply with the Charity’s Trust deeds,
applicable law and the requirements of the Statement
of Recommended Practice, “Accounting and Reporting
by Charities” revised and issued in March 2005.
35
Jesuits in Britain
How we Manage
our Affairs
The Board of Trustees
Constitution
The Jesuits in Britain are governed by the constitutions
of the Society of Jesus and regulated by Canon Law. The
principal assets of the Jesuits in Britain are held in the
following charitable trusts:
Charity No.
The Declaration of Trust dated 20 March 1929 provides
that new trustees shall be appointed by resolution of
the existing trustees. The trustees are incorporated
under the Charities Act 1993 as ‘Trustees for Roman
Catholic Purposes Registered’ (TRCPR).
1 Deed poll, dated 1 December
1921 of Society of Jesus Trust
of 1921 for Roman Catholic
Purposes
230166
As members of the Society, the trustees’ living and
personal expenses during the year are borne by the
Trust, but they received no remuneration for services
as trustees.
2
Declaration of Trust, dated
20 March 1929 and subsidiary
deed dated 3 April 1969
(Jesuit Development Fund) of
Society of Jesus Trust of 1929
for Roman Catholic Purposes
230165
3 Trust deed dated 11 June 1990
establishing ‘The Society of Jesus
Charitable Trust 803659
The trustees met seven times during the year.
Trustees are chosen for their experience of the works
of the Trust, as described in this report. Given their
considerable knowledge of the works of the Trust, their
induction focuses on the more technical responsibilities
of trustees. This is achieved primarily by mentoring
within the group, with sessions occasionally given
over to discussion of a particular aspect of trustee
responsibility e.g. the Objects of the Trust. Use is made
also of external seminars. The rotation of appointments
is made so as to ensure a continuing body of
experience within the group as a whole.
Organisational Structure
The overall responsibility for activities of the Jesuits
in Britain (the British Province of the Society of Jesus)
lies with the Provincial Superior, who is assisted by his
Socius and by the Treasurer, and other central office
staff. The Provincial meets with a group of Consultors
monthly.
Each Jesuit community is guided by a local superior
who has responsibility for the activities in his locality.
Particular works (schools, retreat centres, etc.) may be
the responsibility of a “Director of Work” appointed
by the Provincial or by a local governing body acting on
the Provincial’s behalf. It is normal for the Provincial to
visit all Jesuit communities and works each year.
36
The Society of Jesus (1929) for Roman Catholic
Purposes has been given charitable status by the Office
of the Scottish Charity Regulator (OSCR) under
Charity Number SC 040490
The charities are treated as a single charity for
accounting purposes, in accordance with the uniting
direction issued by the Charity Commission, together
with the von Hugel Charity; connected with Corpus
Christi Church in Boscombe. This charity is for the
promotion, advancement or support of charitable work
or works, at the absolute discretion of the charity’s
trustees, in the beneficial area (namely the Roman
Catholic parishes of Boscombe and Iford). It is a
separate charity, registered no. 278966.
Connected Charities
Beaumont Educational Trust
This is a small fund generating bursaries to be applied
in promoting the education of boys and young men
in need of financial assistance in accordance with the
doctrines of the Roman Catholic Church. Preference
is given to those who can claim a connection with the
former Beaumont College, Old Windsor. It is a separate
charity, registered no. 309142. Its trustees are the same
as those of the Trust and the two charities are treated
as a single charity for accounting purposes.
Annual Report 2013-14
Committee Structure
Three main committees are appointed by the trustees
to assist in their work. Trustees are denoted by an
asterisk (*):
Finance Committee
The Finance Committee meets on a regular basis as
need dictates, but at least four times a year. Its principal
role is to consider operational financial matters in
particular in a number of areas.
Its current members are:
*Br Stephen Power SJ (Chair)
*Fr Dermot Preston SJ
*Fr Kevin Fox SJ
*Fr Paul Nicholson SJ
Fr Joe Duggan SJ
Mr Timothy Edwards
Investment Committee
The Investment Committee meets on a regular basis as
need dictates, but at least four times a year. Its principal
role is to give advice on the management of and review
the performance of the investment portfolios, while
upholding the ethical restrictions on our investments
(through adoption of an Ethical investment policy which
is reviewed at least once a year).
Its current members are:
*Br Stephen Power SJ
Mr Richard Brumby
Mr Peter O’Connor
Fr Christopher Pedley SJ
Mr James Holt
Fr Keith McMillan SJ
Ms Nicola Parker
Mr Timothy Edwards (Chair)
Safeguarding Commission
The Safeguarding Commission meets every three
months to consider aspects of its work, which includes
supporting victims, dealing with the disciplinary side
of offences, and trying to reduce the risk of any
occurrence through training and raising awareness
through the Jesuit province. There are procedures for
further urgent consultation either as an emergency
meeting or by phone/e-mail. In particular, care is taken
to ensure that a careful risk assessment is carried
out, and an appropriate risk management strategy is
implemented and monitored. The Commission meets
with the Provincial regularly outside of its normal
meetings to ensure that province policies are in line
with good safeguarding procedures, and to integrate its
work into the many different works of the province.
The commission liaises closely with the Scottish
Conference of Religious Safeguarding Service, because
Scotland has different policies and procedures both
within the Catholic Church and in general legislation.
The trust adheres to the Catholic Safeguarding
Advisory Services (CSAS) procedures.
Its current members are:
Mr Kevin Barry (Chair) Mr Patrick Barry
Fr Brendan Callaghan SJ
Mr Joe Derilo
Ms Nadine Finch
Ms Norma Manns
Fr Michael Smith SJ
The Province Safeguarding co-ordinator is
Fr Michael Smith SJ.
Nigel Wilson served on the Committee until
April 2014.
37
Jesuits in Britain
Risk Management
Public Benefit
The trustees confirm that the major risks to
which the charity is exposed, as identified by them,
have been reviewed. The trustees believe that by
monitoring reserve levels, by ensuring the existence of
controls over key financial systems, by taking regular
professional advice, by having in place appropriate
insurances, and by examining the operational and
business risks faced by the Trust (with due attention
paid to succession planning), they have established
routinely effective systems and procedures to mitigate
those risks. The systems are devised both locally and
centrally, according to need.
Public benefit is achieved in a variety of ways, as can be
seen in the detail provided above. This includes, but is
not limited to the following:
The main risks identified and managed during the year
were:
 operation of Spirituality centres, programmes
 Governance issues, including skills base;
 The potential loss of key staff and the falling
numbers of Jesuits coming through formation;
 Property commitments especially in respect of
the voluntary-aided schools;
 Fund-raising and dependency on income sources;
and
 The likely impact of growing pension
commitments in the future.
Large institutions such as schools follow practices
recognised by local authorities or other competent
bodies. The trustees remain proactive in compliance
with civil and ecclesiastical requirements for
safeguarding (protection of children and vulnerable
adults). The scope of all these measures is reviewed
annually by the trustees.
Equal Opportunities
The Society is committed to maintaining an equal
opportunities policy for recruitment and employment.
It respects the provisions against discrimination laid
down by law and in the Catechism of the Catholic
Church. No person will be discriminated against on
the grounds of disability, age, nationality, racial origins,
gender or marital status allowing for what is justified by
law or by the practices, rites, doctrines or ethos of the
Roman Catholic Church.
38
 service of parishes
 operation of schools and colleges of higher
education; & provision of bursaries in the
independent schools
 provision of university chaplaincy services
 relief of poverty and work with the marginalized
including operation of British branches of
Jesuit Refugee Service and the Jesuit volunteer
networks
and publications for spiritual education
 work of Jesuits overseas
 Youth, media and dialogue services (including
free downloads from the website).
We have developed our plans to ensure that we
continue to deliver public benefit and achieve our
objectives set out in the Deeds and Declarations of
Trust (listed above in Organisational Structure
– Constitution). The trustees confirm that they have
complied with the duty of the Charities Act 2011 and
the Charities Act Scotland 2005 to have due regard to
the Charity Commission’s and OSCR’s general guidance
on public benefit.
Volunteers
The work carried out across the Charity would not
be possible without the use of volunteers, which
includes but is not limited to the 172 members of the
Society. They work as parish priests, chaplains, teachers,
academics, writers, doctors, spiritual directors and
artists. Any remuneration received is gift-aided to the
Society to further the work it does. Members receive
in return only enough to live on and are looked after
when they become sick, elderly or infirm. The value
of work done on behalf of the Society is considerable.
Based on a conservative estimate of £150 per day,
the value of such work would be about £5.8m,
approximately 20% of the Charity’s incoming resources.
The value of the work of others (i.e. non-Jesuit
volunteers) is also significant with many working in the
service of their Parishes, Jesuit Volunteer Communities,
the work of the Jesuit Refugee Service, as members
of Management Boards and various committees, etc. A
conservative estimate of this would be £0.6m, making a
grand total for volunteer work of approximately £6.4m.
Annual Report 2013-14
Statement of the Trustees’
Responsibilities
The trustees are responsible for preparing the trustees’
report and the financial statements in accordance with
applicable law and the United Kingdom Accounting
Standards (United Kingdom Generally Accepted
Accounting Practice).
The law applicable to charities in England, Wales and
Scotland requires the trustees to prepare financial
statements for each financial year which give a true and
fair view of the state of affairs of the Trust and of the
incoming resources and application of resources for
that period. In preparing these financial statements, the
trustees are required to:

select suitable accounting policies and then apply
them consistently

observe the methods and principles in the
Charities SORP

make judgements and estimates that are
reasonable and prudent

state whether applicable accounting standards
have been followed, subject to any material
departures disclosed and explained in the
financial statements and

prepare the financial statements on the
going concern basis unless it is inappropriate
to presume that the Trust will continue in
operation.
The trustees are responsible for keeping proper
accounting records that disclose with reasonable
accuracy the financial position of the Trust and enable
them to ensure that the financial statements comply
with the Charities Act 2011, the Charity (Accounts
and Reports) Regulations 2008, the Charities Act
of Scotland 2005 and the provisions of the Trust
deeds. They are also responsible for safeguarding the
assets of the Trust and for taking reasonable steps
for the prevention and detection of fraud and other
irregularities.
The trustees are responsible for the maintenance
and integrity of the Charity and financial information
included on the Charity’s website. Legislation in
the United Kingdom governing the preparation and
dissemination of financial statements may differ from
legislation in other jurisdictions.
39
Jesuits in Britain
Report of the independent auditors to the Trustees of The Society of Jesus Trust of
1929 for Roman Catholic Purposes (incorporating The Society of Jesus Trust of 1921
and The Society of Jesus Charitable Trust) (together “the Trust”)
We have audited the financial statements of The Trust for
the year ended 30 September 2014 which comprise the
Statement of Financial Activities, the Balance Sheet, the Cash
Flow Statement and the related notes. The financial reporting
framework that has been applied in their preparation is
applicable law and United Kingdom Accounting Standards
(United Kingdom Generally Accepted Accounting Practice).
This report is made solely to the charity’s trustees, as a body,
in accordance with Chapter 3 of Part 8 of the Charities
Act 2011 and in accordance with section 44 (1)(c ) of the
Charities and Trustee Investment (Scotland) Act 2005. Our
audit work has been undertaken for no purpose other than
to draw to the attention of the charity’s trustees those
matters which we are required to include in an auditor’s
report and for no other purpose. To the fullest extent
permitted by law, we do not accept or assume responsibility
to any party other than the charity and charity’s trustees as
a body, for our audit work, for this report, or for the opinion
we have formed.
Respective responsibilities of trustees and
independent auditors
As explained more fully in the Trustees’ Responsibilities
Statement set out on page 4 the trustees are responsible for
the preparation of financial statements which provide a true
and fair view.
We have been appointed as auditors under section 144, of
the Charities Act 2011 and under section 44 (1)(c) of the
Charities and Trustee Investment (Scotland) Act 2005 and
report to you in accordance with regulations made under
those acts. Our responsibility is to audit and express an
opinion on the financial statements in accordance with
applicable law and International Standards on Auditing (UK
and Ireland). Those standards require us to comply with the
Auditing Practices Board’s Ethical Standards for Auditors.
We report to you our opinion as to whether the financial
statements give a true and fair view, have been properly
prepared in accordance with United Kingdom Generally
Accepted Accounting Practice and have been prepared in
accordance with the Charities Act 2011, the Charities &
Trustees Investment (Scotland) Act 2005 and Regulation 8 of
the Charities Accounts (Scotland) Regulations 2006.
Scope of the audit of the financial statements
An audit involves obtaining evidence about the amounts
and disclosures in the financial statements sufficient to give
reasonable assurance that the financial statements are free
from material misstatement, whether caused by fraud or
error. This includes an assessment of: whether the accounting
policies are appropriate to the charity’s circumstances and
have been consistently applied and adequately disclosed; the
reasonableness of significant accounting estimates made by
the trustees; and the overall presentation of the financial
40
statements and to identify any information that is apparently
materially incorrect based on, or materially inconsistent with,
the knowledge acquired by us in the course of performing
the audit.
In addition we read all the financial and non-financial
information in the Annual Report to identify material
inconsistencies with the audited financial statements. If we
become aware of any apparent material misstatements or
inconsistencies we consider the implications for our report.
Opinion on the financial statements
In our opinion the financial statements:
 give a true and fair view of the state of the charity’s
affairs as at 30 September 2014 and of its incoming
resources and application of resources, including its
income and expenditure, for the year then ended;
 have been properly prepared in accordance with
United Kingdom Generally Accepted Accounting
Practice; and
 have been properly prepared in accordance with
the requirements of the Charities Act 2011, the
Charities and Trustee Investment (Scotland) Act 2005
and regulations 6 and 8 of the Charities Accounts
(Scotland) Regulations 2006 (as amended).
Matters on which we are required to report
by exception
We have nothing to report in respect of the following
matters where the Charities act 2011 and the Charities
Accounts (Scotland) Regulations 2006 (as amended) requires
us to report to you if, in our opinion:
 the information give in the Trustees’ Annual Report is
inconsistent in any material respect with the financial
statements; or
 the charity has not kept sufficient accounting records;
or
 the financial statements are not in agreement wit the
accounting records and returns; or
 we have not received all the information and
explanations we require for our audit.
Kingston Smith LLP
Statutory auditor
60 Goswell Road
London
EC1M 7AD
Date: 18th April 2015
Kingston Smith LLP is eligible to act as an auditor in terms of
section 1212 of the Companies Act 2006
Annual Report 2013-14
Financial Statements
Statement of financial activities - Year to 30 September 2014
Note
Unrestricted
Funds
2014
£’000
Restricted
Funds
2014
£’000
Total
2014
£’000
Total
2013
£’000
Incoming resources
Incoming resources from generated funds
Voluntary income
1
2,813
3,332
6,145
3,766
Investment income and interest receivable
2
8,289
3,192
11,481
12,591
Trading income
3
228
-
228
215
Other activities for generating funds
4
144
10
154
127
5
8,615
29
8,644
8,748
3,829
3
3,832
(111)
267
29
296
216
24,185
6,595
30,780
25,552
2,685
70
2,755
1,865
761
-
761
472
Education
10,355
11
10,366
21,562
Formation
2,574
1,728
4,302
3,339
845
-
845
737
Care of infirm & elderly members
3,144
-
3,144
2,772
Spirituality centres
2,448
-
2,448
1,975
Jesuit work overseas
567
3,536
4,103
7,576
Youth, media & dialogue activities
548
-
548
502
72
-
72
70
23,999
5,345
29,344
40,870
9
186
1,250
1,436
(15,318)
21, 22
(75)
75
-
-
12,842
5,278
18,120
29,450
12,953
6,603
19,556
14,132
Balance brought forward at 1 October 2013
355,334
103,310
458,644
444,512
Balance carried forward at 30 September 2014
368,287
109,913
478,200
458,644
Activities to generating funds:
Incoming resources from charitable activities:
School fees and similar charges for educational services
Surplus / (deficit) on disposal of fixed assets
Other incoming resources
Total incoming resources
Resources expended
Cost of generating funds
6
Charitable activities
7
Pastoral service
Relief of poverty
Governance costs
8
Total resources expended
Net incoming/(outgoing) resources before
Investment gains/(losses)
Transfers between funds
Net investment gains
Net movement in funds
14
All operations are continuing.
41
Jesuits in Britain
Balance Sheet - Year to 30 September 2014
Note
2014
£’000
2014
£’000
2013
£’000
2013
£’000
Fixed assets
Tangible assets
12
75,788
77,210
Investments
14
346,501
330,039
Programme related investment
15
40,676
40,676
462,965
447,925
Current assets
Stocks
54
53
Debtors
16
4,193
912
Short term deposits
17
18,500
21,418
6,942
5,364
29,689
27,747
(13,462)
(15,980)
Cash at bank and in hand
Creditors: Amounts falling due within one year
18
Net Current Assets
Total Assets less Current Liabilities
Creditors:
Amounts falling due after more than one year
19
Total Net Assets
16,227
11,767
479,192
459,692
(992)
(1,048)
478,200
458,644
109,913
103,310
Represented by:
Funds and Reserves
Income funds:
Restricted funds
20
Unrestricted funds
21
General fund
Designated funds
Approved by and authorised for issue and signed on behalf of Trustees for
Roman Catholic Purposes Registered:
AS Power SJ
Trustee
Approved on: 18th April 2015
42
22
4,030
6,252
364,257
349,082
368,287
355,334
478,200
458,644
Annual Report 2013-14
Cash Flow Statement - Year to 30 September 2014
Notes
2014
£’000
2013
£’000
Cash outflow from operating activities
A
(18,302)
(21,446)
Returns on investments and servicing of finance
B
11,481
12,591
Capital expenditure and financial investment
B
5,653
(1,754)
(1,168)
(10,609)
Management of liquid resources
B
2,918
8,749
Financing
B
(176)
(168)
Increase/(decrease) in cash
C
1,574
(2,028)
2014
£’000
2013
£’000
Net incoming/(outgoing) resources
1,436
(15,318)
Depreciation charge
1,163
1,108
(3,736)
164
(11,481)
(12,591)
-
12,995
(1)
37
(Increase)/decrease in debtors
(3,281)
1,499
(Decrease)/increase in creditors
(2,402)
(9,340)
(18,302)
(21,446)
Notes to the Cash Flow Statement - Year to 30 September 2014
A
Adjustment of net incoming/(outgoing) resources to
net cash outflow from operating activities
Net (loss)/gain on disposal of tangible fixed assets
Investment income receivable
Transfer of assets to separate trust
(Increase)/decrease in stocks
Net cash outflow from operating activities
43
Jesuits in Britain
Notes to the Cash Flow Statement (continued)
B Gross Cash Flows
2014
£’000
2013
£’000
11,481
12,591
Payments to acquire tangible fixed assets
(649)
(173)
Receipts from disposal of tangible fixed assets
4,644
352
(73,537)
(82,043)
Receipts from the disposal of fixed asset investments
75,195
85,610
Payments to acquire programme related investments
-
(5,500)
5,653
(1,754)
2,918
8,749
(176)
(168)
At
1 October
2013
£’000
Cash
Flows
£’000
At
30 Sept
2014
£’000
Cash at bank and in hand
5,364
1,578
6,942
Bank overdrafts
(174)
(4)
(178)
5,190
1,574
6,764
(829)
176
(653)
Short term deposits
21,418
(2,918)
18,500
Total net funds
25,779
(1,168)
24,611
2014
£’000
2013
£’000
1,574
(2,028)
176
168
Cash inflow from decrease in liquid resources
(2,918)
(8,749)
Change in net funds
(1,168)
(10,609)
Net funds at 1 October 2013
25,779
36,388
Net funds at 30 September 2014
24,611
25,779
Returns on investments and servicing of finance
Investment income received
Capital expenditure and financial investments
Payments to acquire fixed asset investments
Management of liquid resources
Decrease in investment in short term deposits
Financing
Movement in loan
C Analysis of changes in net funds
Debt due after one year
Loans
D Reconciliation of net cash flow to movement in net funds
Increase/ (decrease) in cash in the period
Cash outflow from decrease in debt
44
Annual Report 2013-14
Basis of accounting
The accounts have been prepared in accordance with
requirements of the Charities Act 2011 and under
the historical cost convention, with the exception
of investment properties and listed investments,
which are included at market value. Applicable United
Kingdom Accounting Standards and the Statement of
Recommended Practice ‘Accounting and Reporting by
Charities’ (SORP 2005) have been followed in these
accounts.
Resources expended
Resources expended comprise the following:
a. The cost of generating funds include the
expenses of the trading company, financing costs,
fundraising costs, the fees paid to investment
managers in connection with the management of
the Trust’s listed investments, and the fees paid
to property managers in connection with the
management of the Trust’s investment properties.
b. The costs of charitable activities comprise
expenditure on the Trust’s primary charitable
purposes as described in the trustees’ report.
The main activities are :
In accordance with the Uniting Direction approved by
the Charity Commissioners on 13 November 2007, the
combined accounts deal with the assets and liabilities,
the incoming resources and resources expended of
The Society of Jesus Trust of 1929 for Roman Catholic
Purposes (incorporating The Society of Jesus Trust of
1921) and the assets and liabilities, incoming resources
and resources expended of The Society of Jesus
Charitable Trust, which have the same Trustees.
Subsidiaries
 Pastoral Service
Education
Formation
 Relief of Poverty
 Care of Infirm and Elderly Members
 Spirituality Centres
 Jesuit Work Overseas
 Youth, Media and Dialogue Activities
The results of the Trust’s trading subsidiary, as set out
in note 3, are incorporated directly into the Trust’s
accounts.
Scope
Grants in support of Jesuit foundations and
projects are included in the statement of
financial activities when approved and when the
intended recipient has either received the funds
or been informed of the decision to make the
grant and has satisfied all related conditions.
Grants approved but not paid at the end of the
financial year are accrued for. Grants where
the beneficiary has not been informed or has
to meet certain conditions before the grant
is released are not accrued for but are noted
as financial commitments in the notes to the
accounts.
The accounts generally do not include the operating
accounts of parish churches in the charge of the
Society of Jesus, as these are deemed to be managed
as part of the relevant Diocesan Charity. In the same
way voluntary aided schools do not form part of these
accounts in terms of their operations. However, the
property assets utilised by such bodies are in the
ownership of the Trust and are therefore reflected
within the Trust’s accounts.
Incoming resources
Incoming resources are recognised in the period in
which the Trust is entitled to receipt and the amount
can be measured with reasonable certainty. Income is
deferred only when the Trust has to fulfil conditions
before becoming entitled to it or where the donor or
funder has specified that the income is to be expended
in a future accounting period.
Legacies are included in the statement of financial
activities when the Trust is advised by the personal
representative of an estate that payment will be made
or property transferred and the amount involved can
be quantified.
Support costs are apportioned based on the
proportion of direct costs for each category.
c. Governance costs comprise expenditure that is
directly attributable to the necessary procedures
for compliance with constitutional and statutory
requirements.
School fees consist of charges billed by the schools less
bursaries and scholarships payable from unrestricted
funds.
45
Jesuits in Britain
Foreign currencies
Investments
Monetary assets and liabilities in foreign currencies
are translated into sterling at the rates of exchange
ruling at the balance sheet date. Transactions in
foreign currencies are translated into sterling at the
rate of exchange ruling at the date of the transaction.
Exchange differences are taken into account in arriving
at the net movement in funds.
Tangible fixed assets
(other than Churches and Schools)
Investment properties are revalued at open market
value annually on 30 September by Stanton Mortimer
Limited, Chartered Surveyors. Listed investments are
stated at market value. Market value is obtained by
taking the mid-market price at 30 September.
Realised and unrealised gains (or losses) are credited
(or debited) to the Statement of Financial Activities in
the year in which they arise.
Programme Related Investments
All assets costing more than £2,500 and with an
expected life exceeding one year are capitalised.
 Land and buildings
The book values of the buildings are being
depreciated over 50 years on a straight line
basis; and the land element of the building is not
depreciated.
 Vehicles and equipment
Vehicles and equipment are stated at cost less
a provision for depreciation. Depreciation is
provided on cost over the following periods in
order to write off each asset over its estimated
useful life:
Equipment
4 years straight line
Vehicles
4 years straight line
Churches and schools
The churches have belonged to the Trust for many
years and details of their original cost are not available.
All are functioning churches, and as such are neither
readily marketable nor can be reliably valued. They are
excluded from the balance sheet, as permitted by SORP
2005 paragraph 293.
The Trust also holds works of art, book collections,
and religious artefacts which currently serve the work
of the Trust, but which have been excluded from the
balance sheet. A market valuation for such assets is
uncertain and, in any case, available only at an expense
that appears to the Trustees to be out of proportion to
any enhancement of the disclosure properly required in
these accounts.
These are shown on the balance sheet at cost. Any gain
or loss arising from disposal or impairment is credited
or charged to the Statement of Financial Activities.
Fund accounting
The restricted funds are monies raised for, and their
use restricted to, a specific purpose, or donations
subject to donor imposed conditions.
The designated funds are monies set aside out of
general funds and designated for specific purposes by
the trustees.
The general fund comprises those monies which may
be used towards meeting the charitable objectives of
the Society at the discretion of the Trustees.
Pension costs
Contributions to employees’ personal pension defined
contribution schemes are recognised in the statement
of financial activities in the year in which they are
payable to the scheme.
The Trust’s independent schools make contributions
to the Teachers’ Superannuation Scheme, which is
a defined benefit scheme. The scheme is a multiemployer pension scheme and it is not possible to
identify the assets and liabilities of the scheme which
are attributable to the charity. In accordance with
FRS 17 the scheme is accounted for as a defined
contribution scheme and contributions are accounted
for when advised as due by the scheme administrator.
Liquid resources
Liquid resources are represented by short term
deposits which require at least one day’s notice to be
withdrawn without penalty.
Stock
Stock is measured at the lower of cost and net
realisable value.
46
Annual Report 2013-14
1 Voluntary Income
Donations and gifts
Legacies
Grants received
Covenanted salaries and pensions (see below)
Unrestricted
Funds
£’000
Restricted
Funds
£’000
Total
2014
£’000
Total
2013
£’000
1,801
3,147
4,948
2,048
242
185
427
938
61
-
61
-
709
-
709
780
2,813
3,332
6,145
3,766
Covenanted salaries and pensions represent salaries and pensions of members of the Society payable to the
Trust under deeds of covenant or Gift Aid declarations.
2 Investment Income and Interest Receivable
Total
2014
£’000
Total
2013
£’000
3,029
2,987
2,356
2,500
782
841
1,409
1,497
295
373
7,871
8,198
363
889
Rental income
2,218
2,641
Property funds
1,029
863
11,481
12,591
Listed investments
Fixed interest stock
Equities
UK
Europe
North America
Other
Interest receivable
All rental income is generated from investment properties within the United Kingdom and all interest is from
United Kingdom loans and deposits. Property fund income represents dividends received from money held in
Property Fund Income units.
47
Jesuits in Britain
3 Trading Income
Trading income
Income from trading subsidiary
2014
£’000
2013
£’000
59
40
169
175
228
215
The Trust has one wholly owned trading subsidiary which is incorporated in Great Britain. This company exists
principally to hire out the leisure and conference facilities at one of its two schools. A summary of its trading
results is shown below. Audited accounts have been filed with the Registrar of Companies.
Total
2014
£’000
Total
2013
£’000
Turnover
169
175
Cost of sales
(39)
(55)
Gross profit
130
120
Administrative costs
(94)
(118)
36
2
-
-
St John’s Beaumont Development Company Limited
Net profit
Net assets at 30 September
All profits generated by the company are gift-aided to the charity.
4 Other Activities for Generating Funds
Unrestricted
Funds
£’000
Restricted
Funds
£’000
Total
2014
£’000
Total
2013
£’000
Sale of publications
75
10
85
83
Lettings of functional properties
37
-
37
25
1
-
1
18
31
-
31
1
144
10
154
127
Gain on foreign exchange
Miscellaneous
48
Annual Report 2013-14
5 School fees and similar charges for
educational services
Unrestricted
Funds
£’000
Restricted
Funds
£’000
Total
2014
£’000
Total
2013
£’000
Gross school fees receivable
8,889
29
8,918
8,915
Less: Total bursaries, grants and allocations
(406)
-
(406)
(338)
Net school fees receivable
8,483
29
8,512
8,577
132
-
132
171
8,615
29
8,644
8,748
Unrestricted
Funds
£’000
Restricted
Funds
£’000
Total
2014
£’000
Total
2013
£’000
178
36
214
254
78
13
91
53
Estate management fees
258
-
258
284
Premises costs for investment property (Doxford)
658
-
658
-
1,179
-
1,179
1,097
317
21
338
177
17
-
17
-
2,685
70
2,755
1,865
Direct Costs
£’000
Support
Costs
£’000
Grants
£’000
Total
2014
£’000
Total
2013
£’000
3
390
368
761
472
Education
3,935
4,483
1,948
10,366
21,562
Formation
-
1,572
2,730
4,302
3,339
86
683
76
845
737
-
3,144
-
3,144
2,772
626
1,702
120
2,448
1,975
-
804
3,299
4,103
7,576
20
517
11
548
502
4,670
13,295
8,552
26,517
38,935
note 7a
note 7b
School activities and trips
6 Cost of generating funds
Trading expenses
Financing costs
Investment management fees
Fundraising costs
Legal and professional fees
7 Charitable Activities
Pastoral service
Relief of poverty
Care of infirm & elderly members
Spirituality centres
Jesuit work overseas
Youth, media & dialogue activities
49
Jesuits in Britain
7a Support costs
General
Admin
£’000
Premises
£’000
Other
£’000
Total
2014
£’000
Total
2013
£’000
103
172
115
390
313
Education
1,065
1,650
1,768
4,483
3,802
Formation
281
246
1,045
1,572
1,852
Relief of poverty
379
100
204
683
581
Care of infirm & elderly members
256
303
2,585
3,144
2,772
Spirituality centres
619
499
584
1,702
1,139
Jesuit work overseas
424
146
234
804
1,110
Youth, media & dialogue activities
257
153
107
517
482
3,384
3,269
6,642
13,295
12,051
Pastoral service
General Administration includes costs which are incurred directly in undertaking the activity. Central costs (38%)
which are not separately identifiable as belonging to a particular activity are allocated on a pro rata basis to total
activity costs. Premises costs include building maintenance, insurance, utilities and depreciation. Costs relating to
common buildings (20%) are allocated on a pro rata basis to total activity costs. Other Costs include Welfare,
and Catering, are allocated directly to the activities for which they relate. Common costs (30%) which are not
separately identifiable as belonging to a particular activity are allocated on a pro rata basis to total activity costs.
50
Annual Report 2013-14
7b Grants
Grants are made mainly to Foundations and Works connected with the Jesuits in Britain.
Recipient
£’000
£’000
Pastoral Service
St Francis Xavier Church, Liverpool
18
St Wilfrid’s Church, Preston
136
Sacred Heart Church, Wimbledon
215
369
Education
St. Ignatius College, Enfield
Heythrop College and Library
Campion Hall bursaries
Grants to individuals
205
1,602
131
10
1,948
Formation
Worldwide Society
790
Other Jesuit Provinces
- Asia
327
- Africa
617
- Americas
24
- Europe
60
- South Asia
80
Catholic Trust for England & Wales
200
Bishops’ Conference, Scotland
100
Tuition fees:
- Heythrop College
250
- The Oratory of Saint Philip Neri, Manchester
20
- Campion Hall
80
- Beda College
15
- Allen Hall Seminary
15
Diocese of Port Pirie, Australia
70
The Dominican Order
50
Salvatorians
Individual grants
4
28
2,730
Carried forward
5,047
51
Jesuits in Britain
7b Grants (continued)
£’000
Brought forward
£’000
5,047
Relief of poverty
Grants to groups tackling poverty
17
Grants to individuals
59
76
Spirituality
The Craighead Institute (Epiphany group)
37
St Joseph’s School Hurst Green - chaplaincy work
50
LIFE grant
10
CATEW Evangelisation Programme
5
St Luke’s Centre
5
Insight Festival
4
Grants to individuals
9
120
Jesuit work overseas
Zimbabwe Province, Society of Jesus
1,263
Jesuit Missions - grants overseas
965
Guyana Region, Society of Jesus
521
South Africa Region, Society of Jesus
283
Bombay Province, Society of Jesus
111
Harare Region, Society of Jesus
68
Other Provinces
16
Grants to other groups and individuals
71
3,298
Youth, media & dialogue activities
Catholic students
6
Other groups
5
11
8,552
Summary
Pastoral service
369
Education
1,948
Formation
2,730
Relief of poverty
Spirituality
Jesuit work overseas
Youth, media & dialogue activities
76
120
3,298
11
8,552
52
Annual Report 2013-14
8 Governance Costs
Unrestricted
Funds
£’000
Restricted
Funds
£’000
Total
2014
£’000
Total
2013
£’000
57
-
57
59
Trustees’ meeting expenses
8
-
8
4
Trustees’ liability insurance
7
-
7
7
72
-
72
70
Total
2014
£’000
Total
2013
£’000
Trust auditors
34
36
Other auditors
23
23
1,163
1,108
Fees to auditors
9 Net incoming/(outgoing) resources for the year before investment gains
This is stated after charging:
Auditors’ remuneration (excluding VAT)
Audit fees
Depreciation (note 12)
53
Jesuits in Britain
10 Staff costs and trustees’ remuneration and costs
10a Staff costs
Total
2014
£’000
Total
2013
£’000
6,352
6,081
Social security costs
526
495
Pension contributions
400
359
7,278
6,935
2014
Number
2013
Number
Teaching staff
122
124
Administration and domestic staff
134
126
Total
256
250
Wages and salaries
The average number of employees in the year was 256 (2013 - 250).
The number of employees who earned £60,000 per annum or more (including taxable benefits but excluding employer’s pension
contributions) during the year was as follows:
2014
2013
£60,001 - £70,000
2
2
£70,001 - £80,000
2
-
£80,001 - £90,000
1
1
The Charity offers fair pay to attract and keep appropriately qualified and experienced staff with the necessary
skills required to lead, manage, support and deliver the Charity’s aims. The Charity pays all of its direct staff at
least the living wage.
Pension contributions are paid in respect of the five employees above who are paid in excess of £60,000. In
respect of 3 of the employees, contributions are made into the Teachers’ Superannuation Scheme, a defined
benefit scheme. In the case of the other 2 employees, contributions are made into a defined contribution
scheme.
10b Trustees’ remuneration and costs
As members of the Society, the trustees’ living and personal expenses during the year were borne by the Trust,
but they received no remuneration for services as trustees.
With authority from the Charity Commission, the Trust has purchased insurance to protect the Trust from any
loss arising from the neglect or defaults of its trustees, employees and agents and to indemnify the trustees or
other officers against the consequences of any neglect or default on their part. The insurance premium paid
by the charity during the year totalled £7,420 (2013 - £7,420) and provides cover of up to a maximum of £6
million (2013 - £6 million).
54
Annual Report 2013-14
11 Taxation
The 1921 and 1929 Trusts of the Society of Jesus in Great Britain and the Society of Jesus Charitable Trust are
registered charities and are not liable for income tax or capital gains tax on income and gains derived from
their charitable activities, as they fall within the various exemptions available to registered charities.
12 Tangible fixed assets
Freehold
Functional
Land and
Buildings
£’000
Vehicles
and
Equipment
£’000
Total
£’000
87,760
1,245
89,005
209
440
649
Disposals
(1,039)
(40)
(1,079)
At 30 September 2014
86,930
1,645
88,575
At 1 October 2013
11,156
639
11,795
Charge for the year
1,039
124
1,163
Disposals
(134)
(37)
(171)
12,061
726
12,787
At 30 September 2014
74,869
919
75,788
At 30 September 2013
76,604
606
77,210
At cost or valuation
At 1 October 2013
Additions at cost
Depreciation
At 30 September 2014
Net book value
The trustees believe that the carrying value of the freehold land and buildings at 30 September 2014 is an
accurate reflection of the current value of the assets. A full valuation of freehold property assets (excluding
heritage assets) was undertaken by Stanton Mortimer providing a valuation as at 30 September 2001 on the
basis of depreciated replacement cost. During the year, the trustees reviewed this valuation and considered it to
be still appropriate.
Historic costs of all of the properties are not readily available. Where not available, historic costs have been
taken as nil for the purposes of calculating the gains shown.
All other assets are stated at cost less a provision for depreciation.
55
Jesuits in Britain
13 Churches
The Trust is the legal owner of the following properties which as permitted by SORP 2005 and explained
below, are not valued for the purposes of these accounts.
Boscombe Edinburgh Mayfair, London Manchester Preston Stamford Hill, London Wimbledon, London Sheffield Hurst Green, Lancashire
Corpus Christi Church
Sacred Heart Church
Farm Street Church
Holy Name Church
St Wilfrid’s Church, with Presbytery and Parish Hall
St Ignatius Church
Sacred Heart Church
Church of the Immaculate Conception (Spinkhill)
St Peter’s Church (Stonyhurst)
The churches have belonged to the Trust for many years and details of their original cost are not available.
All are functioning churches, and as such are neither readily marketable nor can be reliably valued. They are
excluded from the balance sheet, as permitted by SORP 2005 paragraph 293.
The Trust also holds works of art, book collections, and religious artefacts which currently serve the work of
the Trust, but which have been excluded from the balance sheet. A market valuation for such assets is uncertain
and, in any case, available only at an expense that appears to the Trustees to be out of proportion to any
enhancement of the disclosure properly required in these accounts.
The properties in total are currently insured for a value of £559,991,000, the net book value of the properties
at the year end was £74,869,000.
56
Annual Report 2013-14
14 Investments
Total
2014
£’000
Total
2013
£’000
Market value at 1 October
330,039
304,156
Less: Disposal proceeds
(74,579)
(85,610)
73,537
74,136
(616)
7,907
18,120
29,450
346,501
330,039
56,749
56,025
105,962
97,817
Europe
30,754
32,679
North America
66,787
60,343
Other
11,301
12,816
214,804
203,655
271,553
259,680
271,553
259,680
Listed Investments - Property Fund units
19,052
16,436
UK Investment properties
47,826
45,237
8,070
8,686
346,501
330,039
Total
2014
£’000
Total
2013
£’000
40,676
40,676
Add: Additions at cost
Cash movements
Net investment gains
Market value at 30 September
Analysis of listed investments
Fixed interest
Equities
UK
Market value of listed investments at 30 September
Investments held at 30 September comprised the following:
Listed investments
Cash balances held by investment managers
15 Programme related investment
23-24a Kensington Square
The above property, where Heythrop College is based, was purchased by The 1929 Trust in February 2009 to
provide a higher educational centre in Kensington, London for the promotion of the Roman Catholic faith.
The property investment is treated as a programme related investment and not as an investment property as no
income is to be generated through the purchase of the College and no rent is charged to Heythrop College.
57
Jesuits in Britain
16 Debtors: amounts falling due within one year
School fees and other educational services
Accrued investment income
Prepayments and accrued income
Other debtors
Total
2014
£’000
Total
2013
£’000
61
89
7
165
95
131
4,030
527
4,193
912
Included in other debtors is £3,350,000 which relates to the sale proceeds from the disposal of the Maresfield
Garden property. This was received by the Society on 1 October 2014.
17 Short Term Deposits
Total
2014
£’000
Total
2013
£’000
18,500
21,418
Total
2014
£’000
Total
2013
£’000
Bank overdrafts & loans
178
174
School fees and other educational charges
912
824
Taxation and social security
121
113
Held on behalf of other Jesuit Communities and Projects
9,308
10,005
Grants committed
1,448
1,420
-
2,000
1,495
1,444
13,462
15,980
Short term deposits
18 Creditors: Amounts falling due within one year
Deferred creditor relating to Heythrop College property purchase
Expense creditors, accruals and other
The Kensington property was purchased in February 2009 with some deferred payments with the final
instalment of £2 million paid during the year as well as interest charged.
19 Creditors: Amounts falling due after more than one year
Total
2014
£’000
Total
2013
£’000
Due within two to five years
259
380
Due after more than five years
394
449
653
829
339
219
992
1,048
Bank loan (see below)
School fees and other educational charges
Donhead School has two HSBC bank loans. The first loan for £1 million was taken out in 2005 and is due to
be repaid by 2015. Interest has been charged at 1% above base rate. The amount remaining due is £178,000, of
which £126,000 is due within one year (note 18). A guarantee for £240,000 has been given by the Trustees for
Roman Catholic Purposes Registered. The second loan was taken out in 2011 for £800,000 at an interest rate of
2% above base rate. The liability is expected to be £653,000, of which £52,000 is due within one year (note 18)
and £394,000 is due after 5 years.
58
Annual Report 2013-14
20 Restricted Funds
Expenditure
£’000
Gains/
(Losses)
£’000
Transfers
between
funds
£’000
At
30 Sept
2014
£’000
8
(7)
12
-
254
10,535
336
(521)
562
60
10,972
Harare
9,260
364
(68)
486
-
10,042
Mission funds
2,787
2,450
(1,447)
-
15
3,805
South Africa
9,750
314
(283)
520
-
10,301
11
815
(24)
-
-
802
5
-
-
-
-
5
Young Priests (Osterley)
42,562
1,341
(1,730)
2,206
-
44,379
Zimbabwe
28,159
967
(1,265)
1,492
-
29,353
103,310
6,595
(5,345)
5,278
75
109,913
At
1 October
2013
£’000
Incoming
Resources
£’000
241
Guyana
Beaumont Educational Trust
Restricted Donors
Von Hugel
Restricted funds are subject to specific conditions imposed by the donors.
Beaumont Educational Trust exists to provide financial assistance for the education of boys and young men,
especially those who have a connection with the former Beaumont College, a Jesuit establishment. It is a
separate charity, registered no. 309142, the trustees of which are Trustees for Roman Catholic Purposes
Registered.
Guyana fund exists to support the works of the Guyana Region of the Society of Jesus. These are for the
purposes of education, the relief of poverty and the promotion of religion.
Harare fund exists to support the works of the Roman Catholic archdiocese of Harare in the Zimbabwe
region of the Society of Jesus. These are for the purposes of education, the relief of poverty and the
promotion of religion.
Mission funds promote missionary works in overseas countries by making grants to Christian missions,
especially those of the Society of Jesus.
South Africa fund exists to support the South African Region of the Society of Jesus. These are for the
purposes of education, the relief of poverty and the promotion of religion.
Von Hugel fund exists for the advancement of the Roman Catholic religion in the area of the Roman Catholic
parishes of Boscombe and Iford near Bournemouth. These funds were part of a separate charity (registered
no. 278966) but are now subject to a Uniting Direction and is therefore accounted for as part of the Society
of Jesus.
Young Priests (Osterley) fund exists to encourage and support candidates for priesthood.
Zimbabwe fund exists to support the Zimbabwe Province of the Society of Jesus. These are for the purposes
of education, the relief of poverty and the promotion of religion.
The transfer between restricted fund and designated funds represents investment income and pensions
received by the Province on their behalf and transferred to Guyana Province (£60,000). The transfer in
Missions Funds (£15,000) relates to contributions made by various Works to the Schools.
21 Unrestricted Funds
General funds
Designated funds (note 22)
Expenditure
£’000
Gains/
(Losses)
£’000
Transfers
between
Funds
At
30 Sept.
2014
£’000
1,300
(3,570)
48
-
4,030
349,082
22,888
(20,432)
12,794
(75)
364,257
355,334
24,188
(24,002)
12,842
(75)
368,287
At
1 Oct.
2013
£’000
Incoming
Resources
£’000
6,252
59
Jesuits in Britain
22 Designated Funds
Included within the unrestricted funds are designated funds totalling £364,257,000. These are amounts which
have been set aside for specific purposes by the trustees and are as follows:
At
1 Oct.
2013
£’000
Incoming
Resources
£’000
Foundations
32,524
3,702
Apostolic Works
72,758
1,401
Formation
Old Age
Gains/
(Losses)
£’000
Transfers
between
Funds
£’000
At
30 Sept.
2014
£’000
(69)
1,758
(3,001)
34,914
(2,360)
1,983
2,757
76,539
Expenditure
£’000
100,720
2,844
(1,424)
4,577
-
106,717
59,512
2,322
(2,354)
2,816
(60)
62,236
6,478
197
(31)
321
-
6,965
44,327
219
(1,669)
139
-
43,016
Jesuit Development
619
38
(12)
23
-
668
Jesuit Communities
Personnel Support & Training
Bellarmine Fund
17,563
398
(261)
-
-
17,700
Local Trusts
2,276
15
-
1
-
2,292
Sundry educational funds
9,141
10,864
(10,891)
(1)
(15)
9,098
Society of Jesus Charitable
Trust (1990 Trust)
1
888
(1,361 )
229
244
1
Allocated investment gains
3,163
-
-
948
-
4,111
349,082
22,888
(20,432)
12,794
(75)
364,257
The Foundations fund represents the net assets designated for use by the Society’s various schools and other
foundations, including the net book value of freehold land and buildings. Without the properties the Society
would be unable to fulfil many of its charitable objectives. The value of the properties is not readily realisable
and freehold land and buildings have therefore been set aside by the trustees in a designated fund.
The Apostolic Works fund is used to promote and support the works of the Jesuits in Britain.
The Formation fund exists for the education and training of members of the Jesuits in Britain.
The Old Age fund is for the care of the elderly and sick members of the Jesuits in Britain.
The Personnel Support & Training fund exists to develop and train lay people who have shown commitment
to the work of the trust, especially in Ignatian formation.
The Bellarmine Fund subsumes the previous Heythrop Fund; the trustees designate this fund primarily for the
support of Heythrop College, but the fund is not designated solely for that purpose.
The Jesuit Development fund receives a small number of covenanted donations for various projects of the
Jesuits in Britain.
Local Trusts fund has been established to provide for the intended endowment of two independent schools.
Sundry educational funds are used to assist the payment of school expenses.
The Society of Jesus Charitable Trust fund exists to further the promotion of charitable work for the time
being carried out by the Society of Jesus. This usually consists of making grants for the promotion of religion
and educational purposes.
Allocated investment gains – a designated fund has been created for those Jesuit Works which hold
investment funds in order to stabilise their income from year to year.
60
Annual Report 2013-14
23 Analysis of Net Assets between Funds
Unrestricted Funds
General
Fund
£’000
Designated
Funds
£’000
Restricted
Funds
£’000
Total
2014
£’000
-
75,780
8
75,788
Fund balances at 30 September 2014 are represented by:
Tangible fixed assets
Investments
Net current assets
-
276,836
110,341
387,177
4,030
12,633
(436)
16,227
-
(992)
-
(992)
4,030
364,257
109,913
478,200
Creditors: amounts falling due after
more than one year
Total net assets
24 Pension commitments
Retirement benefits for teaching staff of the Trust are provided by defined benefit schemes which are funded by
contributions from the Society’s schools and the employees to the Teachers’ Superannuation Scheme.
Contributions to the defined benefit schemes are charged in the Statement of Financial Activities so as to
spread the cost of the pensions over the employees’ working lives with the schools.
Under the definitions set out in Financial Reporting Standard 17, “Retirement benefits”, the Teachers’ Pension
Scheme (England and Wales) is a multi-employer pension scheme. The Trust is unable to identify its share of the
underlying assets and liabilities of the scheme. Accordingly, the Trust has taken advantage of the exemption in
FRS 17 and has accounted for its contributions to the scheme as if it were a defined contributions scheme.
On 31 January 2013, the Department for Education published the outcome of the consultation on further
contributions increases that applied to members of the TPS in financial year 2013-14 as well as the removal
of provisions governing scheme valuations and cap and share arrangements. A revised eight tier salary and
employee contribution rate structure has been introduced from 1 April 2013 with employee rates varying
between 6.4% and 11.2%. Employer contributions will continue for this period at the current rate 14.1%.
On 25 April 2013 the Public Service Pensions Act 2013 was enacted and provides the arrangements for
managing the future TPS costs, including a requirement for scheme regulations which must set an employer cost
cap which will be required to be in accordance with Treasury directions. In light of the new arrangements for
setting contribution rates the Government has concluded that there is now no need to carry out the currently
suspended TPS actuarial review of the cap and share.
The Society of Jesus Trust also makes contributions to deferred contribution schemes for the benefit of most of
its employees.
25 Connected charities and related parties
The Trustees for Roman Catholic Purposes Registered is also the trustee for the Society of Jesus Charitable
Trust (1990 Trust - registered charity no. 803659)
The 1990 Trust uses the same principal office and has objects similar to many of those of the 1921 and 1929
Trusts. It is funded from the 1921 and 1929 Trusts by loans, and the amount due from the 1990 Trust at 30
September as £27,602,190 (2013 - £27,464,865).
61
Jesuits in Britain
26 Financial commitments
At 30 September 2014, the Trust had the following financial commitments:
Over 2 years
Total
2014
£’000
Total
2013
£’000
1,596
3,046
This is a grant to Heythrop College that can be drawn down within 3 years from June 2013 for financial support
of the College.
27 Capital commitments
There were no capital commitments during the year (2013 – nil).
28 Contingent assets
Contingent assets have arisen from the transfers of schools to separate charitable assets.
On 1 September 2009 Stonyhurst College and its trading subsidiary Stonyhurst College Development Limited
were transferred to a separate charitable trust. Included in the transfer were buildings valued at £18.1m, a £4m
transfer of restricted funds and a £21.7m cash transfer. This cash transfer was made with a condition that £16m
remains in the Balance Sheet of Stonyhurst New Trust and is a contingent asset repayable to The Society of
Jesus if the activities of Stonyhurst College change.
29 Ultimate control
The Declaration of Trust dated 20 March 1929 provides that new trustees shall be appointed by resolution
of the existing Trustees and therefore, in the opinion of the Trustees, the Trustees are the ultimate controlling
party.
62
Mural by Charles Mahoney in the Lady Chapel, Campion Hall, Oxford
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Image: Joel Thompson SJ at the Hurtado Centre listening project consultation event in September 2014