Finance Score: -2

Governance Score: -4

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5

Static board: -3
Mainly female board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: -3

URSULINE SISTERS BRENTWOOD CIO

The objects of the CIO are:(1) the advancement of the Roman Catholic religion through the religious and other charitable work of the Congregation as the Trustees with the approval of the Congregation Leader shall from time to time think fit; and(2) if at any time there shall cease to be a Congregation Leader then for the advancement of the Roman Catholic religion through such other lawful

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently

Regulatory & Governance issues to consider:

The Board is predominantly female
The Board composition appears to be rather static

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £9,019,221 available, equivalent to 121 months of spending and so may not be able to utilise additional funding

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
28/02/23	£1,565	£892	£673	£0	£9,019	£9,019	121.4	23	0
28/02/22	£369	£885	£-516	n/a	n/a	n/a	n/a	n/a	0
28/02/21	£514	£694	£-180	£0	£8,796	£8,796	152	34	0
29/02/20	£424	£913	£-489	n/a	n/a	n/a	n/a	n/a	13
28/02/19	£452	£693	£-241	n/a	n/a	n/a	n/a	n/a	2
28/02/18	£9,581	£689	£8,893	£0	£9,131	£9,131	159.1	33	0
28/02/17	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 121.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.5

Asset Split ?

Established: 8 years

http://www.ursulines.co.uk/

admin@ursulinesistersbrentwood.org

01277260156

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Other religious associations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Essex,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

23 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

NICOLINA LYON Appointed: 2014

SISTER ANNE SPILBERG OSU

SISTER CLARE KANE Appointed: 2017

SISTER MARGARET SOPER (Chair) Appointed: 2013

SUSAN DIANE COOPER Appointed: 2019

MICHAEL L'ESTRANGE Appointed: 2015, Other trusteeship: FRIENDS OF THE VENERABILE,

Legal constitution

Charity registered in England & Wales on 03/08/2016, number: 1168579

Gift Aid

Registered with HMRC for Gift Aid

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
Trustee expenses policy and procedures
Volunteer management

Filing Record

7 returns made; all on time

Main office

27 Eastfield Road
BRENTWOOD
Essex
CM14 4HB

Objectives

The objects of the CIO are such charitable purposes which advance the religious and other charitable work undertaken, both now and in the past, by the Congregation as the Charity Trustees think fit, including in particular (but without prejudice to the generality of the foregoing) the advancement of education, the relief of poverty, the advancement of the Roman Catholic religion and care of the sick and elderly members of the Congregation.

Data Sources