The Susanna Initiative

Registered charity 1186758 · accounts filings on the Charity Commission register · also known as Kezia Giving, METHODIST MINISTERS' HOUSING SOCIETY, Samuel Living · also registered in Scotland as SC050661 (OSCR)

(1)Providing, within the UK, Isle of Man and the Channel Islands, housing, or financial assistance towards the housing needs of, and any associated amenities upon terms appropriate to their means, for: Methodist presbyters and deacons of limited means, their widows, widowers and dependents and further provision/assistance to reduce need(2) Such other charitable purposes as the trustees determine

Causes: General Charitable Purposes · Disability · The Prevention Or Relief Of Poverty · website · Get email alerts

Latest income
£7.9m
Latest spending
£7.7m
Registered
2019
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity generated a net operational surplus of £190k, resulting in an overall deficit of £96k after accounting for unrealised gains and losses on investments and property revaluations. The balance sheet position is described as robust with net assets of £190m, comprising a mix of programme-related housing investments, investment properties, and long-term financial investments. The trustees are satisfied that free reserves of £12m exceed the minimum coverage required by their reserves policy.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: the higher of six months' worth of expenditure and a 20% fall in the value of its investment funds (held: £12.0m)
“MMHS therefore targets holding free reserves more than the higher of six months' worth of expenditure and a 20% fall in the value of its investment funds. This figure would be £8.4m based on investment valuations at 31 August 2025.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustee tenancy on normal terms
“One trustee (2024: two), Revd A M Taylor, was a ministerial resident of MMHS. His tenancy was on normal terms.” — page 43
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Forvis Mazars LLP. Discloses 4 of 6 completeness components.

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Property (HM Land Registry)

5 registered titles in England and Wales held by the charity’s company or corporate body (4 freehold); recorded price paid £688k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/08/2025)

Total income
£7.9m
Total spending
£7.7m
Cost of raising funds
£161k
Reserves (reported)
£12.0m
Employees
17

Reported reserves equal ~18.7 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, cost of raising funds: 2.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Guernsey · Isle Of Man · Jersey · Northern Ireland · Scotland · Throughout England

Income and spending

Financial year endIncomeSpending
31/08/2025£7.9m£7.7m
31/08/2024£7.9m£7.6m
31/08/2023£5.7m£7.5m
31/08/2022£7.5m£7.1m
31/08/2021£5.0m£6.2m

Common questions

Is The Susanna Initiative financially healthy?

Per its FY2025 accounts: The accounts state that the charity generated a net operational surplus of £190k, resulting in an overall deficit of £96k after accounting for unrealised gains and losses on investments and property revaluations. The balance sheet position is described as robust with net assets of £190m, comprising a mix of programme-related housing investments, investment properties, and long-term financial investments. The trustees are satisfied that free reserves of £12m exceed the minimum coverage required by their reserves policy. Its FY2025 accounts were audited by Forvis Mazars 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.

FunderSimilar charities fundedAmount to them
THE GIBBS CHARITABLE TRUSTS1£20k
HEREFORDSHIRE COMMUNITY FOUNDATION1£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF THE PRIORY CHURCH OF ST PETER AND ST PAUL LEOMINSTER.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
The Susanna Initiative£7.9m——above—no doubt
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF THE PRIORY CHURCH OF ST PETER AND ST PAUL LEOMINSTER FY2025£482k—0above—no doubt
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARK, BILTON FY2025£132k—0below—noted
THE LEADERS OF WORSHIP AND PREACHERS HOMES FY2025£3.4m£80,000 - £85,000—unclear—no doubt
THE METHODIST CHURCH YORKSHIRE WEST DISTRICT FY2025£1.5m—0above—no doubt
SISTERS OF CHARITY OF ST JEANNE ANTIDE CIO FY2024£2.6m——unclear—no doubt

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