Congregation of Jesus (Loreto Sisters) English Province
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
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
“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.”
“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
Year-over-year changes
- Going concern: going-concern doubt noted (FY2024) → no going-concern doubt (FY2025).
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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| HABITAT FOR HUMANITY GREAT BRITAIN | 1 | £10k |
Charities like this
- Congregation of Jesus (Loreto Sisters) English Province
- THE SISTERS OF THE POOR CHILD JESUS
- TRUST PROPERTY HELD IN CONNECTION WITH THE ENGLISH PROVINCE OF THE CONGREGATION OF CHRISTIAN BROTHERS
- THE DAUGHTERS OF JESUS CIO
- CONGREGATION OF JESUS CHARITABLE TRUST
- CONGREGATION OF THE URSULINES OF JESUS
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| Congregation of Jesus (Loreto Sisters) English Province | £2.7m | — | 0 | unclear | — | no doubt |
| Congregation of Jesus (Loreto Sisters) English Province | £1.0m | — | 0 | unclear | — | no doubt |
| THE SISTERS OF THE POOR CHILD JESUS | £295k | — | 0 | unclear | — | no doubt |
| TRUST PROPERTY HELD IN CONNECTION WITH THE ENGLISH PROVINCE OF THE CONGREGATION OF CHRISTIAN BROTHERS | £1.7m | £60,001 - £70,000 | 1 | unclear | — | no doubt |
| THE DAUGHTERS OF JESUS CIO | £571k | — | 0 | unclear | 13.2% | no doubt |
| CONGREGATION OF JESUS CHARITABLE TRUST | £2.5m | £60,001 - £70,000 | 2 | above | — | no doubt |