FMM GENERALATE UK CIO
The prevention or relief of poverty Religious activities.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted free reserves of £30,017,626, predominantly comprised of an investment portfolio valued at £29,893,047. The trustees consider this level of reserves acceptable to pursue charitable objectives and support the Institute's ministry, noting that the exact future level needed is impossible to project but should be as high as possible. The financial position is supported by net investment gains of £3,212,546, resulting in a net increase in funds of £2,842,473 for the period.
What the accounts disclose
“Total income amounted to £196,331 (2024: £1,747,846), of which £1,331 related to income from listed investments and bank interest (2024: £2,846).” — page 4
“At present the trustees would be entirely comfortable with free reserves to be as high as possible but accept that in due course this policy may need to be reviewed and refined.” — page 5
“During the year, the charity received a donation from the Franciscan Missionaries of Mary UK CIO of £195,000 (2024: £1,745,000). In addition £500,000 (2024: nil) was paid to the same charity in the year. One of the trustees of the charity is also a trustee of the Franciscan Missionaries of Mary UK CIO. There were no amounts owing or owed to the charity at the year-end.” — page 24
Structured financials (annual return, FY ending 31/12/2024)
Trustees
- Sister Jolanda Dellemanchair
- Sister Helen Fennell
- Sister Narelle Therese Skeers
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £196k | £566k |
| 31/12/2024 | £1.7m | £50k |
| 31/12/2023 | £25.0m | £2.7m |
Common questions
Is FMM GENERALATE UK CIO financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted free reserves of £30,017,626, predominantly comprised of an investment portfolio valued at £29,893,047. The trustees consider this level of reserves acceptable to pursue charitable objectives and support the Institute's ministry, noting that the exact future level needed is impossible to project but should be as high as possible. The financial position is supported by net investment gains of £3,212,546, resulting in a net increase in funds of £2,842,473 for the period. Its FY2025 accounts were audited by HaysMac LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE NATIONWIDE FOUNDATION | 1 | £1.9m |
| TRUST FOR LONDON | 1 | £124k |
| THE WESTMINSTER FOUNDATION | 1 | £94k |
| THE ALLEN OVERY SHEARMAN STERLING FOUNDATION | 1 | £50k |
| LLOYDS BANK FOUNDATION FOR ENGLAND & WALES | 1 | £50k |
| WESTMINSTER AMALGAMATED CHARITY | 1 | £34k |
| THE A B CHARITABLE TRUST | 1 | £22k |
| THE ACCESS TO JUSTICE FOUNDATION | 1 | £5k |
Charities like this
- SOUTHWARK, ARUNDEL & BRIGHTON BRETHREN CIO
- THE REDEEMED CHRISTIAN CHURCH OF GOD OVERCOMERS HOUSE CHIPPENHAM
- CHARITWORTH LIMITED
- THE ZACCHAEUS 2000 TRUST
- FRANCISCAN MISSIONARIES OF MARY UK CIO
- THE CELESTIAL CHURCH OF CHRIST SALVATION ARK PARISH
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| FMM GENERALATE UK CIO | £196k | — | 0 | above | — | no doubt |
| SOUTHWARK, ARUNDEL & BRIGHTON BRETHREN CIO | £130k | — | 0 | unclear | — | no doubt |
| THE REDEEMED CHRISTIAN CHURCH OF GOD OVERCOMERS HOUSE CHIPPENHAM | £109k | — | — | unclear | — | no doubt |
| CHARITWORTH LIMITED | £3.3m | — | 0 | unclear | — | no doubt |
| THE ZACCHAEUS 2000 TRUST | £956k | £70,001 - £80,000 | 1 | within | — | no doubt |
| FRANCISCAN MISSIONARIES OF MARY UK CIO | £2.4m | — | 0 | within | — | no doubt |