Finance Score: -7

Governance Score: -1

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Spending declining: -1
Fundraising costs high: -4

Only 4 Trustees: -1

No supporters identified

Overall GiG Score: -8

THE DAUGHTERS OF JESUS CIO

Supports members of English Province and Sisters of wider Congregation of the Daughters of Jesus, together with the various works they undertake, at home and abroad. In the English Province, this includes pastoral care of the elderly, the isolated and those in need, as well as the advancement of the Roman Catholic religion through the Sisters' witness of their life and prayer together in community

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 4 trustees

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £15,508,991 available, equivalent to 282 months of spending and so may not be able to utilise additional funding
Spending is declining
Fundraising costs are extremely high relative to funds raised

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
31/03/23	£617	£660	£-43	£3	£15,509	£15,509	282.2	3
31/03/22	£621	£717	£-96	£3	£16,445	£16,445	275.3	3
31/03/21	£1,567	£10,044	£-8,477	£3	£15,932	£15,932	19	3
31/03/20	£857	£840	£17	£3	£19,384	£19,384	276.9	3
31/03/19	£846	£898	£-52	£3	£21,896	£21,896	292.6	3
31/03/18	£827	£927	£-100	£1	£21,151	£21,151	273.8	1
31/03/17	£810	£995	£-185	£2	£21,770	£21,770	262.6	1
31/03/16	£913	£1,090	£-176	£0	£19,474	£19,474	214.5	3
31/03/15	£1,167	£1,033	£134	£15	£20,837	£20,837	242	1

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Financial Ratios

Fundraising Costs/Relevant Income: 35%
Fundraising Costs/Total Spending: 10.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 282.2 months
Net Current Assets/Spending: 16 months
Quick Ratio: 9.6

Asset Split ?

Balance Sheet History

Established: 11 years

www.fillesdejesus.org

finance@doj.org.uk

01843832700

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Christian congregations

How it operates

Makes grants to organisations
Provides buildings/facilities/open space
Provides human resources

Where it operates

Chile, Congo (Democratic Republic), France, Kent, Peterborough City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

MARIE YVONNE FOUNTAINE Appointed: 2018

NICHOLAS MUSTON Appointed: 2018

RUTHINA FRANCIS Appointed: 2023

SISTER MARY CLARE MASON Appointed: 2014

Legal constitution

Charity registered in England & Wales on 17/10/2013, number: 1154248

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

9 returns made; all on time

Main office

2 Carlton Road West
WESTGATE-ON-SEA
CT8 8PL

Objectives

“The objects of the CIO are:(1) the advancement of the Roman Catholic religion through the religious and other charitable work of the English District as the charity trustees with the approval of the District Delegate shall from time to time think fit; and(2) if at any time the English District shall cease to exist then for the advancement of the Roman Catholic religion through the religious and other charitable work of the Congregation as the charity trustees with the approval of the Superior General shall from time to time think fit; and(3) if at any time the Congregation shall cease to exist then for the advancement of the Roman Catholic religion through such other lawful charitable purposes as the charity trustees shall determine.Nothing in this constitution shall authorise an application of the property of the CIO for purposes which are not charitable.”“English District means the District of England of the Congregation or any division of the Congregation which for the time being consists of or includes the houses of the Congregation that are situated in England, in either case which is established in accordance with the Constitutions.”“District Delegate means the person for the time being holding the office of Delegate from the District of England in accordance with the Constitutions and during any vacancy in such office or when the person holding such office is unable to carry out any of the functions thereof includes the person or persons who under the Constitutions is or are for the time being entitled to carry out such functions and in the absence of any such person or in the event of such office ceasing to exist the Superior General.”