Overall GiG Score: -5 ?
Finance Score: -5
Governance Score: -3
Support Score: 3
  • Liabilities <10%: +3
  • Excess reserves: -5
  • Spending declining: -1
  • Multiple Deficits and declines: -5
  • Fundraising costs low: +3
  • All female board: -3
  • Gov Income
  • Grant maker support: +3

THE ENGLISH PROVINCE OF THE SISTERS OF SAINT JOSEPH OF ANNECY 

The charity aims to support the religious and other charitable works carried on by the English province of the Congregation and its members. These works fall into the main areas of: caring for members of the Congregation; education; healthcare; social and pastoral care and the advancement of religion.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • This charity has a robust balance sheet
  • Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • The Board is completely female

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £11,504,190 available, equivalent to 77 months of spending and so may not be able to utilise additional funding
  • Spending is declining
  • Income has been volatile and on several occasions in recent years less than spending
Established: 60 years
Charity Commission for England and WalesFacebook
UN SDGs
?

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/22£1,479£1,794£-316£0£11,515£11,50476.9520
31/12/21£2,455£1,886£569£0£12,365£12,35378.6550
31/12/20£2,148£4,394£-2,246£0£10,986£10,97530580
31/12/19£1,813£2,740£-926£0£13,258£13,19257.8610
31/12/18£1,783£2,024£-241£0£13,420£13,22578.46555
31/12/17£1,782£2,519£-737£0£14,259£14,06067620
31/12/16£2,001£1,887£114£0£14,599£14,52292.3640
31/12/15£1,750£2,113£-363£39£14,020£13,96779.3360
31/12/14£5,553£5,953£-401£40£14,450£14,396291100
31/12/13£9,505£12,027£-2,522£320£14,767£14,53614.52180
31/12/12£10,546£16,507£-5,961£290£17,077£16,38611.92380
31/12/11£10,765£10,146£620£281£25,401£24,508292140
31/12/10£8,826£10,134£-1,308£269£24,851£24,515292110
31/12/09£10,306£11,337£-1,030£326£26,211£25,95727.52540
31/12/08£11,249£12,252£-1,003£303£26,440£26,19425.72550
31/12/07£11,890£12,111£-221£290£29,037£28,79228.52690
31/12/06£10,227£10,172£55£0£0£0n/a00
31/12/05£10,526£9,963£563£0£0£0n/a00
31/12/04£9,278£9,411£-133£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 4.4%
Fundraising Costs/Total Spending: 3%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 76.9 months
Net Current Assets/Spending: 22 months
Quick Ratio: 7.9
Asset Split ?
What it does
  • Religious Activities
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who works here?
  • 52 employees
Who it helps
  • Other Defined Groups
How it operates
  • Provides human resources
  • Provides services
Where it operates
  • Congo (Democratic Republic), France, Kenya, Tanzania, The Gambia, Throughout Wales,

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 20/03/1964, number: 232835
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; all on time
Main office

173 CHEPSTOW ROAD
NEWPORT
GWENT
NP19 8GH

Objectives

CHARITABLE WORK AND THE MAINTENANCE OF THE ROMAN CATHOLIC RELIGION INCLUDING EDUCATION, CARE OF THE SICK AND OF ORPHANS.

Defined Area of Benefit:

NATIONAL

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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