Finance Score: -3
Governance Score: 0
Support Score: 3
  • Poor Liquidity: -1
  • Multiple Deficits and declines: -5
  • Fundraising costs low: +3
  • Dynamic board: +3
  • All female board: -3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 0 ?

THE ENGLISH PROVINCE OF THE INSTITUTE OF FRANCISCAN MISSIONARIES OF MARY

The principal charitable aims of the charity were to support the religious and other charitable works of the members of the Institute and to care for them throughout their lives. The activities of the charity fall into three main areas: the social and pastoral work of the sisters, caring for members of the Institute, and running the Retreat and Conference Centre in Cold Ash, Berkshire.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be dynamic in terms of composition

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:

  • Liquidity appears to have been slender at the latest year end
  • Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/22£3,457£2,305£1,152£2£1,007£0n/a4222
31/12/21£5,932£5,871£60£0£37,798£21,79444.54022
31/12/20£5,039£3,418£1,621£14£36,072£21,53575.6440
31/12/19£1,715£2,697£-982£13£33,320£21,12794530
31/12/18£2,140£2,348£-208£4£31,380£19,677100.6480
31/12/17£2,295£2,299£-5£10£32,892£20,120105460
31/12/16£2,429£3,187£-758£0£31,014£19,01171.6480
31/12/15£2,833£3,293£-460£23£29,845£18,91068.9510
31/12/14£2,635£2,660£-24£23£30,318£18,90085.3430
31/12/13£2,519£2,352£167£22£29,730£18,21492.9410
31/12/12£2,401£2,775£-374£26£18,742£17,38875.2410
31/12/11£4,060£3,553£507£30£18,701£17,31258.5410
31/12/10£2,046£2,960£-915£25£18,661£17,23869.9470
31/12/09£2,265£2,986£-721£22£18,780£17,32369.6470
31/12/08£3,106£3,174£-68£23£18,580£17,08564.6410
31/12/07£4,300£2,071£2,229£25£20,942£19,411112.5280
31/12/06£4,516£4,238£278n/an/an/an/an/an/a
31/12/05£1,966£2,705£-739n/an/an/an/an/an/a
31/12/04£1,984£2,026£-43n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 0.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 0 months
Quick Ratio: NAN
Asset Split ?
Balance Sheet History
Established: 58 years

www.fmmii.org

PROVBURSUK@GMAIL.COM

02087484077

Charity Commission for England and WalesFacebook
UN SDGs
?
Listed activities
  • Religious Activities
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Scientific research and testing services
How it operates
  • Provides human resources
  • Provides services
Where it operates
  • Algeria, Ireland, Italy, Malta, Pakistan, Poland, South Africa, South Korea, Syria, Throughout England, United States,
Who it helps
  • Elderly/Old People
  • Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split
Based on 5/6 persons

  • SISTER HELEN FENNELL Appointed: 2018
  • SISTER LILLIAN HUNT Appointed: 2019
  • SISTER MARY BRIGID FITZPATRICK Appointed: 2021
  • SISTER MARY ROSE DORNAN Appointed: 2018
  • SISTER PHILOMENA WRIGHT Appointed: 2018
  • SISTER YOUNG A CHOI Appointed: 2021
Legal constitution
  • Charity registered in England & Wales on 12/12/1966, number: 249515
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

5 VAUGHAN AVENUE
LONDON
W6 0XS

Objectives

THE ADVANCEMENT OF THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE SOCIETY KNOWN AS THE ENGLISH PROVINCE OF THE INSTITUTE OF FRANCISCAN MISSIONARIES OF MARY

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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