MARIA ASSUMPTA TRUST

Registered charity 1127151 · accounts filings on the Charity Commission register

The Charity was formed in October 2008, its funds were invested to generate income to fund the payment of donations and grants. The trustees review requests for funds from the UK and overseas, and make grants as they judge appropriate. The Trustees have established a Grant Making Policy, and procedures and guidelines for grant applications are in place.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Religious Activities · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Latest income

£703k

Latest spending

£461k

Registered

2008

Accounts read

FY2023

Financial health, per its FY2023 accounts

The accounts state that the charity's work is entirely reliant on income and investment returns from its endowments, with unrestricted reserves of £565,000 held at year-end. Per the trustees' report, these free reserves are above the policy target of six months' estimated income, and the trustees consider the level of reserves not excessive. The independent auditor confirmed that there are no material uncertainties relating to the charity's ability to continue as a going concern.

Automated summary of the FY2023 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment income (100% of income)

“Income for the year comprised £595,000 in investment income”

Per its FY2023 accounts as filed with the Charity Commission.

Reserves policy: six month's estimated income (held: £565k)

“It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level of not less than six month's estimated income.”

Per its FY2023 accounts as filed with the Charity Commission.

Related-party transaction: Grants totaling £298,000 (2022 - £570,000) were made to related charities during the year, as shown in note 5 to the accounts. There were no other related party transactions in the current or preceding year.

“Grants totaling £298,000 (2022 - £570,000) were made to related charities during the year, as shown in note 5 to the accounts. There were no other related party transactions in the current or preceding year.” — page 20

Per its FY2023 accounts as filed with the Charity Commission.

Accounts audited by Haysmacintyre LLP. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2025)

Total income

£703k

Total spending

£461k

Cost of raising funds

£74k

Reserves (reported)

£24.1m

Employees

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 10.5% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

Sr Catherine Cowley r.a.chair · trustee of 3 other charities
Lerma Montano Pangantihon
SISTER VERONICA ANN ROWLEY r.a.
Sr Catherine Jones r.a · trustee of 4 other charities
Sr Maureen Gertrude Connor r.a. · trustee of 3 other charities

Trustee list from the Charity Commission register (current, not historical).

Operates in: Brazil · Burkina Faso · Cameroon · El Salvador · France · India · Ivory Coast · Kenya · Madagascar · Nicaragua · Niger · Rwanda

Income and spending

Financial year end	Income	Spending
31/12/2025	£703k	£461k
31/12/2024	£738k	£845k
31/12/2023	£595k	£380k
31/12/2022	£529k	£654k
31/12/2021	£462k	£489k

Common questions

Is MARIA ASSUMPTA TRUST financially healthy?

Per its FY2023 accounts: The accounts state that the charity's work is entirely reliant on income and investment returns from its endowments, with unrestricted reserves of £565,000 held at year-end. Per the trustees' report, these free reserves are above the policy target of six months' estimated income, and the trustees consider the level of reserves not excessive. The independent auditor confirmed that there are no material uncertainties relating to the charity's ability to continue as a going concern. Its FY2023 accounts were audited by Haysmacintyre LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
NPT Transatlantic Limited	1	£30.9m
BRITISH HEN WELFARE TRUST	1	£900

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with BRAMPTON CHARITABLE TRUST.

BRAMPTON CHARITABLE TRUST income £101k
THE GRANT FOUNDATION income £185k
THE AURUM CHARITABLE TRUST income £1.8m
THE MARSH CHRISTIAN TRUST income £1.7m
National Philanthropic Trust UK Limited income £225.4m
THE JEANNINE VASSILIOU CHARITABLE TRUST income £115k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
MARIA ASSUMPTA TRUST	£703k	—	0	above	—	no doubt
BRAMPTON CHARITABLE TRUST FY2025	£101k	—	0	unclear	—	no doubt
THE GRANT FOUNDATION FY2024	£185k	—	0	within	—	no doubt
THE AURUM CHARITABLE TRUST FY2025	£1.8m	—	0	below	—	no doubt
THE MARSH CHRISTIAN TRUST FY2025	£1.7m	—	3	unclear	—	no doubt
National Philanthropic Trust UK Limited FY2025	£225.4m	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.