Finance Score: -1

Governance Score: 2

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Multiple Deficits: -2
Fundraising costs low: +3

No conflicts policy: -1
Dynamic board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 4

THE SISTERS OF NOTRE DAME (OF NAMUR)

The Sisters of Notre Dame are a group of religious women whose main aim is to contribute to the advancement of Roman Catholic religion by involvement in education, broadly conceived. This they do by formation of the young, various voluntary ministries, and support for educational and catechetical programmes and institutions. They are committed to the care of their aged, sick and infirm sisters.

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £25,294,100 available, equivalent to 73 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been 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
31/08/22	£3,279	£4,149	£-870	£11	£25,304	£25,294	73.2	90
31/08/21	£3,999	£4,185	£-185	£12	£26,375	£26,365	75.6	126
31/08/20	£3,262	£4,830	£-1,568	£11	£25,823	£25,808	64.1	144
31/08/19	£3,338	£4,315	£-977	£11	£25,109	£25,091	69.8	157
31/08/18	£3,364	£4,781	£-1,417	£11	£26,063	£26,046	65.4	163
31/08/17	£3,636	£4,409	£-772	£12	£27,290	£27,143	73.9	160
31/08/16	£4,302	£4,545	£-244	£12	£27,620	£27,611	72.9	157
31/08/15	£3,731	£4,580	£-849	£331	£28,298	£28,288	74.1	89
31/08/14	£4,367	£4,443	£-76	£166	£28,670	£28,659	77.4	89
31/08/13	£3,835	£5,441	£-1,606	£274	£29,821	£29,806	65.7	98
31/08/12	£3,734	£7,266	£-3,531	£231	£30,995	£30,980	51.2	117
31/08/11	£4,192	£5,945	£-1,753	£24	£36,046	£36,046	72.8	134
31/08/10	£3,954	£6,950	£-2,996	£60	£40,640	£37,062	64	147
31/08/09	£3,525	£7,524	£-3,999	£28	£42,539	£39,233	62.6	156
31/08/08	£4,811	£8,292	£-3,481	£31	£49,895	£46,634	67.5	158
31/08/07	£4,055	£7,996	£-3,941	£28	£53,525	£50,287	75.5	147
31/08/06	£3,873	£7,438	£-3,565	£0	£0	£0	n/a	0
31/08/05	£4,410	£6,921	£-2,512	£0	£0	£0	n/a	0
31/08/04	£6,024	£6,643	£-619	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.5%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 56%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 73.2 months
Net Current Assets/Spending: 0 months
Quick Ratio: 1

Asset Split ?

Established: 60 years

www.snduk.org

ukprov@sndden.org

01516650600

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for females

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Congo, Kenya, Nigeria, Peru, Scotland, South Africa, Throughout England, Zimbabwe,

Who it helps

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

Who works here?

90 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

NOTRE DAME TRUSTEE COMPANY LIMITED Appointed: 1953

SISTER CATHERINE MARY DARBY SND Appointed: 2021

SISTER ELIZABETH BRADY Appointed: 2022

SISTER MARGARET WALSH SND Appointed: 2021

SISTER MARY MCCLURE SND (Chair) Appointed: 2021

Legal constitution

Charity registered in England & Wales on 04/02/1964, number: 232411

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Main office

Sisters Of Notre Dame
The Provincialate
266 Woolton Road
Childwall
Liverpool
L16 8NF

Objectives

THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION AND OF CHRISTIAN EDUCATION PARTICULARY AMONG THE CHILDREN OF THE POOR.

Defined Area of Benefit:

ENGLAND AND WALES.

Data Sources