SISTERS OF CHARITY OF ST JEANNE ANTIDE CIO

Charity Number: 1177116
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

SUPPORT OF THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE ENGLISH REGION OF THE THE SISTERS OF CHARITY OF ST. JEANNE ANTIDE, INCLUDING PASTORAL WORK, EDUCATIONAL THERAPY AND WORK WITH THE HOMELESS AND UNDER-PRIVILEGED.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£762,792

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Donations and legacies £219.41k
Charitable activities £0
Other trading activities £0
Investments £463.91k
Other £79.47k

Total expenditure:
£933,171

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Raising funds £9.76k
Charitable activities £923.41k
Other £0

£2,858,696 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £9.76k
Charitable expenditure £923.41k

People

6 Employee(s)

6 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:
  • General Charitable Purposes
  • Education/training
  • 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
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales
  • Albania
  • Argentina
  • Bolivia
  • Brazil
  • Cameroon
  • Central African Republic
  • Chad
  • Egypt
  • Ethiopia
  • France
  • India
  • Indonesia
  • Italy
  • Laos
  • Lebanon
  • Malta
  • Moldova
  • Pakistan
  • Paraguay
  • Romania
  • Sudan
  • Switzerland
  • Syria
  • Thailand
  • United States
  • Vietnam

Governance

Registration history:
  • 12 February 2018: CIO registration
  • 15 January 2021: Funds received from 246712 THE ENGLISH REGION OF THE SISTERS OF CHARITY OF ST...
  • 17 January 2024: Funds received from 233809 CONGREGATION OF THE SISTERS OF SAINT MARTHA
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
Land and property:
This charity does not own and/or lease 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sister CHRISTINE WALCZAK Chair 07 November 2017
None on record
Sister Noelle Portal Trustee 16 December 2019
None on record
Sister ELIZABETH HANNON Trustee 07 November 2017
None on record
Sister MARGARET MARY HUNSTON Trustee 07 November 2017
None on record
Sister YANNICK BERGES Trustee 07 November 2017
None on record
Sister Philomena Ann ARCHER Trustee 07 November 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £0 £16.97m £579.78k £818.31k £762.79k
Total expenditure £0 £597.15k £732.51k £775.14k £933.17k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A £69.19k £99.19k £69.11k £219.41k
Income - Other trading activities N/A £0 £0 £0 £0
Income - Charitable activities N/A £17.85k £37.13k £44.72k £0
Income - Endowments N/A £0 £0 £0 £0
Income - Investment N/A £293.58k £415.86k £683.41k £463.91k
Income - Other N/A £16.59m £27.61k £21.06k £79.47k
Income - Legacies N/A £0 £0 £0 £0
Expenditure - Charitable activities N/A £574.13k £710.76k £753.60k £923.41k
Expenditure - Raising funds N/A £23.02k £21.75k £21.54k £9.76k
Expenditure - Governance N/A £17.39k £24.05k £19.41k £23.16k
Expenditure - Grants institution N/A £11.14k £7.72k £9.02k £0
Expenditure - Investment management N/A £23.02k £21.75k £21.54k £9.76k
Expenditure - Other N/A £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets N/A £3.34m £3.31m £3.28m £2.27m
Long-term investments N/A £12.30m £12.71m £9.90m £12.18m
Other assets N/A £1.15m £616.61k £532.60k £1.94m
Defined benefit pension scheme asset or liability N/A £0 £0 £0 £0
Total liabilities N/A £69.49k £93.66k £115.67k £112.50k

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 December 2023 31 October 2024 On Time
Accounts and TAR 31 December 2023 31 October 2024 On Time Download Open in new window
Annual return 31 December 2022 26 October 2023 On Time
Accounts and TAR 31 December 2022 26 October 2023 On Time Download Open in new window
Annual return 31 December 2021 21 October 2022 On Time
Accounts and TAR 31 December 2021 21 October 2022 On Time Download Open in new window
Annual return 31 December 2020 29 October 2021 On Time
Accounts and TAR 31 December 2020 29 October 2021 On Time Download Open in new window
Annual return 31 December 2019 25 January 2021 86 days late
Accounts and TAR 31 December 2019 25 January 2021 86 days late 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.

CIO - ASSOCIATION Registered 12 Feb 2018

Charitable objects

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 SUPERIOR GENERAL SHALL FROM TIME TO TIME THINK FIT.

Contact information

Address:
6 WOODFIELD ROAD
LONDON
W5 1SJ
Phone:
00393401913641
Email:
No information available
Website:

No information available