Finance Score: -3

Governance Score: 3

Support Score: 3

Liabilities <10%: +3
Excess reserves: -4
Multiple Deficits and declines: -5
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
All female board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: 3

THE FRANCISCAN MISSIONARIES OF ST. JOSEPH

We are a Roman Catholic charity working in a number of countries and witnessing to Gospel values through our charitable works primarily among the poor, vulnerable and marginalised. We care for anyone in need believing that all people are equal and that we are called to express our love of God through our service to those in need.

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
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely female

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £5,215,159 available, equivalent to 42 months of spending and so may not be able to utilise additional funding
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22	£724	£1,484	£-760	£0	£5,215	£5,215	42.2	36
31/12/21	£849	£1,491	£-642	£0	£6,879	£6,879	55.4	38
31/12/20	£1,130	£1,333	£-204	£0	£6,954	£6,954	62.6	38
31/12/19	£1,087	£1,538	£-451	£1	£6,896	£6,896	53.8	35
31/12/18	£1,013	£1,480	£-466	£1	£6,481	£6,471	52.5	37
31/12/17	£1,064	£1,423	£-360	£1	£7,446	£7,446	62.8	38
31/12/16	£1,340	£1,376	£-36	£1	£7,099	£2,569	22.4	37
31/12/15	£1,404	£1,340	£64	£32	£6,757	£2,628	23.5	37
31/12/14	£1,167	£1,345	£-179	£27	£6,471	£2,571	22.9	37
31/12/13	£1,086	£1,360	£-274	£36	£6,495	£2,760	24.3	37
31/12/12	£988	£1,303	£-316	£21	£6,033	£2,934	27	36
31/12/11	£953	£1,450	£-497	£33	£5,827	£3,169	26.2	36

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Financial Ratios

Fundraising Costs/Relevant Income: 3.4%
Fundraising Costs/Total Spending: 1.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 42.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.9

Asset Split ?

Established: 14 years

www.fmsj.co.uk

amoorefmsj@aol.com

0161 7941062

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities

GiG Classification

Christian congregations

How it operates

Provides services

Where it operates

Blackburn With Darwen, Ecuador, Ireland, Kenya, Lancashire, Manchester City, Netherlands, Oldham, Rochdale, Salford City, Sefton, Uganda, United States,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-74

SISTER ANNE MOORE Appointed: 2012, Occupation: Religious Sister

SISTER BRENDA MAKOKHA Appointed: 2017, Occupation: Member Of Religious Order

SISTER ANN JENTRIX MURUNDU Appointed: 2023, Occupation: Member Of Religious Order

SISTER FRANCES SLATER Appointed: 2023, Occupation: Member Of Religious Order

SISTER MARGARET BUYAKI NYABONGOYE Appointed: 2017, Occupation: Member Of Religious Order

Legal constitution

Charitable company registered in England & Wales on 13/04/2010, number: 1135474
Registered at Companies House on 07/09/2009, number: 07010772

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

12 returns made; all on time

Main office

ST JOSEPH'S CONVENT
150 GREENLEACH LANE
WORSLEY
MANCHESTER
M28 2TS

Objectives

THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION FOR THE PUBLIC BENEFIT BY SUCH MEANS AS THE TRUSTEES SHALL DECIDE

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL AND OVERSEAS.

Data Sources