Finance Score: 1

Governance Score: 0

Support Score: 1

Liabilities <10%: +3
Spending falling: -1
but now stabilising: +1
Multiple Deficits: -2

Dynamic board: +3
All female board: -3

Grant maker support: +1

Overall GiG Score: 2

THE SACRED HEARTS SISTERS 1983 CHARITABLE FUND

The charitable fund operates two schools, providing education and care for pupils with special needs.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely female
Over half the Board have joined recently

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
On several occasions in recent years income has been less than spending

Established: 41 years

www.sacredheartsjm.org

mail@sacredheartsjm.org

02085041624

Charity Commission for England and Wales

Tweets

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
31/03/23		£9,291	£9,354	£-63	£0	£6,509	£5,759	7.4	198	2
31/03/22	*	£8,984	£9,339	£-355	£0	£6,572	£5,860	7.5	211	0
31/03/21		£8,813	£8,306	£507	£0	£6,928	£6,234	9	205	0
31/03/20		£8,484	£8,047	£437	£0	£6,421	£5,731	8.5	203	0
31/03/19		£11,528	£43,496	£-31,968	£0	£5,984	£5,329	1.5	268	3
31/03/18		£10,419	£11,894	£-1,475	£0	£37,183	£35,989	36.3	246	0
31/03/17		£11,135	£11,722	£-587	£0	£38,927	£37,706	38.6	235	0
31/03/16		£9,425	£10,796	£-1,371	£0	£37,130	£35,801	39.8	236	0
31/03/15		£10,086	£11,254	£-1,168	£63	£39,037	£37,721	40.2	241	0
31/03/14		£10,539	£10,657	£-118	£46	£39,073	£38,013	42.8	299	0
31/03/13		£8,765	£10,899	£-2,134	£53	£37,738	£36,653	40.4	304	0
31/03/12		£10,203	£10,911	£-708	£51	£38,233	£37,108	40.8	297	0
31/03/11		£9,796	£10,729	£-933	£49	£39,303	£38,146	42.7	293	0
31/03/10		£11,998	£10,661	£1,337	£53	£39,238	£38,042	42.8	281	0
31/03/09		£16,457	£16,448	£9	£60	£34,619	£33,583	24.5	322	0
31/03/08		£9,254	£10,511	£-1,257	£65	£38,306	£37,301	42.6	326	0
31/03/07	*	£8,948	£9,539	£-590	£61	£40,537	£39,607	49.8	328	0
31/03/06		£9,400	£9,473	£-72	£0	£0	£0	n/a	0	0
31/03/05		£9,595	£10,396	£-801	£0	£0	£0	n/a	0	0
31/03/04		£11,443	£13,207	£-1,764	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 6%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 7.4 months
Net Current Assets/Spending: 5 months
Quick Ratio: 9.5

Asset Split ?

Listed activities

Disability
Education/Training
Religious Activities

How it operates

Provides services

Where it operates

Essex, Hillingdon,

Who it helps

Children/Young People
People With Disabilities

Who works here?

198 employees
2 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Sisters of the Sacred Hearts of Jesus & Mary
£2,832	15/11/2019	We would like to raise money for our new soft and sensory rooms for children with special needs.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

SISTER ELIZABETH DAWSON Appointed: 2022, Other trusteeship: SISTERS OF THE SACRED HEARTS OF JESUS AND MARY CIO,

SISTER JULIE ROSE Appointed: 2022

SISTER KATHLEEN CORBETT Appointed: 2014

SISTER MARY CATHERINE MACINNES Appointed: 2022

SISTER ROSEMARY CLERKIN Appointed: 2022

Legal constitution

Charity registered in England & Wales on 22/06/1983, number: 287232

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR22: 294 days late, AR07: 2 days late,

Main office

CHIGWELL CONVENT
803 CHIGWELL ROAD
WOODFORD GREEN
IG8 8AU

Objectives

THE PROMOTION OF ANY CHARITABLE WORKS OR OBJECTS FOR THE TIME BEING CARRIED ON OR SUPPORTED (WHETHER IN THE UNITED KINGDOM OR ELSEWHERE) BY THE CONGREGATION KNOWN AS THE SISTERS OF THE SACRED HEARTS OF JESUS AND MARY, FAILING WHICH SUCH GENERAL CHARITABLE PURPOSES, IN CONNECTION WITH THE ROMAN CATHOLIC RELIGION AS THE TRUSTEES THINK FIT.

Defined Area of Benefit:

UNDEFINED

Data Sources