Congregation of Jesus (Loreto Sisters) English Province
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.
What the accounts disclose
“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
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- Jennifer Bromham
- SISTER KATHRYN MARY KEIGHER
- Sister Ewa Irena Bem
- Sister Jane Livesey
- Sister Kate Myers
- Sister Kathleen Hewitt
- Sister Una Coogan
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £2.7m | £92k |
| 31/08/2024 | £0 | £0 |
Common questions
Is Congregation of Jesus (Loreto Sisters) English Province financially healthy?
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.