CONGREGATION OF THE SISTERS OF SAINT ANNE

Charity number: 233808
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Congregation of the Sisters of St Anne Charitable Trust aims to support the religious and other charitable works carried on by the members of the Congregation and to care for those members throughout their lives with the Congregation. The ministries include - Social pastoral work, operation of a residential and care establishment and caring for the members of the Congregation.

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £429,320
Total expenditure: £279,092

People

4 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Provides Services
Where the charity operates:
  • Merton

Governance

Registration history:
  • 22 April 1964: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SISTER Patricia HELLER Chair
ST. TERESA'S HOME CIO
Received: On time
SISTER PEGGY MCWEENEY Trustee 20 April 2017
None on record
SISTER JENNIFER BROWN SSA Trustee
None on record
Sister Mary Josephine Hannigan S.S.A. Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £1.53m £1.14m £390.92k £389.80k £429.32k
Total expenditure £1.53m £3.14m £278.20k £275.07k £279.09k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £135.66k £29.40k N/A N/A N/A
Income - Donations and legacies £49.71k £76.78k N/A N/A N/A
Income - Other trading activities £0 £0 N/A N/A N/A
Income - Charitable activities £1.21m £812.31k N/A N/A N/A
Income - Endowments £0 £0 N/A N/A N/A
Income - Investment £205.20k £213.35k N/A N/A N/A
Income - Other £59.95k £40.50k N/A N/A N/A
Income - Legacies £2.00k £6.52k N/A N/A N/A
Expenditure - Charitable activities £1.49m £1.11m N/A N/A N/A
Expenditure - Raising funds £41.75k £45.05k N/A N/A N/A
Expenditure - Governance £6.69k £12.59k N/A N/A N/A
Expenditure - Grants institution £0 £0 N/A N/A N/A
Expenditure - Investment management £41.75k £45.05k N/A N/A N/A
Expenditure - Other £0 £1.99m N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2025 04 December 2025 On time
Accounts and TAR 31 March 2025 04 December 2025 On time Download Open in new window
Annual return 31 March 2024 21 January 2025 On time
Accounts and TAR 31 March 2024 21 January 2025 On time Download Open in new window
Annual return 31 March 2023 25 January 2024 On time
Accounts and TAR 31 March 2023 25 January 2024 On time Download Open in new window
Annual return 31 March 2022 05 December 2022 On time
Accounts and TAR 31 March 2022 05 December 2022 On time Download Open in new window
Annual return 31 March 2021 22 November 2021 On time
Accounts and TAR 31 March 2021 22 November 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 20/12/1963

Charitable objects

UPON TRUST FOR SUCH CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON IN ENGLAND OR WALES BY OR UNDER THE DIRECTION OF THE SOCIETY AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL

Contact information

Address:
14 Lansdowne Road
London
SW20 8AN
Phone:
02034411657
Email:
genbursarssa@yahoo.co.uk
Website:

www.sistersofstannewimbledon.org.uk Open in new window