Congregation of Jesus (Loreto Sisters) English Province

Registered charity 1202949 · accounts filings on the Charity Commission register · also known as INSTITUTE OF THE BLESSED VIRGIN MARY COMMONLY CALLED THE SISTERS OF LORETO

Education/training of children and adults; work related to Roman Catholic Church; provision of retreats and other pastoral works; outreach work; relief of poverty; overseas mission work; caring for members of the Institute

Causes: General Charitable Purposes · Education/training · Disability · The Prevention Or Relief Of Poverty · Religious Activities · Get email alerts

Latest income
£2.7m
Latest spending
£92k
Registered
2023
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity received a significant donation of assets from a former unincorporated entity, resulting in total unrestricted reserves of £2,769,337. The trustees note that the charity relies on investment income and donor gifts to fund its operations, with no general fundraising campaigns undertaken. The financial position is supported by a portfolio of investments and cash deposits, though the charity acknowledges the rising costs associated with caring for its ageing membership.

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

What the accounts disclose

Largest income source: Donations and legacies (99% of income)
“Of this total, £2,622,595 (2024: £nil) related to the donation of certain assets and liabilities from the existing charity and £38,137 (2024: £nil) related to investment income generated on the donated investment portfolio.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loreto Education Trust
“As noted in the trustees' report, Loreto Education Trust is an associated charity. Loreto Education Trust provides services to Loreto Preparatory School (Altrincham). During the year payments of £nil (2024: £nil) were made to the Trust.” — page 35
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by MHA. Discloses 3 of 6 completeness components.

Year-over-year changes

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

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

Total income
£2.7m
Total spending
£92k
Reserves (reported)
£2.7m
Employees
36

Per its annual return, largest income source: Donations and legacies (99% 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: 0.0% 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: Albania · Philippines · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/08/2025£2.7m£92k
31/08/2024£0£0

Common questions

Is Congregation of Jesus (Loreto Sisters) English Province financially healthy?

Per its FY2025 accounts: The accounts state that the charity received a significant donation of assets from a former unincorporated entity, resulting in total unrestricted reserves of £2,769,337. The trustees note that the charity relies on investment income and donor gifts to fund its operations, with no general fundraising campaigns undertaken. The financial position is supported by a portfolio of investments and cash deposits, though the charity acknowledges the rising costs associated with caring for its ageing membership. Its FY2025 accounts were audited by MHA.

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
HABITAT FOR HUMANITY GREAT BRITAIN1£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Congregation of Jesus (Loreto Sisters) English Province.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
Congregation of Jesus (Loreto Sisters) English Province£2.7m—0unclear—no doubt
Congregation of Jesus (Loreto Sisters) English Province FY2025£1.0m—0unclear—no doubt
THE SISTERS OF THE POOR CHILD JESUS FY2025£295k—0unclear—no doubt
TRUST PROPERTY HELD IN CONNECTION WITH THE ENGLISH PROVINCE OF THE CONGREGATION OF CHRISTIAN BROTHERS FY2025£1.7m£60,001 - £70,0001unclear—no doubt
THE DAUGHTERS OF JESUS CIO FY2025£571k—0unclear13.2%no doubt
CONGREGATION OF JESUS CHARITABLE TRUST FY2025£2.5m£60,001 - £70,0002above—no doubt

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