TRUSTEES OF THE FRANCISCAN SISTERS -MINORESS

Registered charity 232532 · accounts filings on the Charity Commission register · also known as THE INSTITUTE OF THE FRANCISCAN SISTERS MINORESSES OF THE THIRD ORDER, MELTON MOWBRAY, LEICS, TRUSTEES OF THE FRANCISCAN SISITERS -MINORESS

Education - The Congregation still continues to operate St Francis Primary School, Melton Mowbray. The Mission of St Francis School is to prepare today's children for tomorrow's world.Healthcare - The Charity continues to support St Francis Nursing Home in Govan, Glasgow. Pastoral work - the charity supports pastoral work of sisters and runs a retreat centre near Chesterfield

Objects

THE PROMOTION OF RELIGION AND EDUCATION AND THE RELIEF OF POVERTY AND SICKNESS IN ACCORDANCE WITH THE DOCTRINES OF THE ROMAN CATHOLIC CHURCH AND FOR ANY OTHER CHARITABLE PURPOSE WHICH SHALL ADVANCE THE RELIGIOUS EDUCATIONAL AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON DIRECTED OR SUPPORTED BY THE CONGREGATION.

Area of benefit: NATIONAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Religious Activities · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of £123,636 for the year ended 31 March 2025, driven by increased investment income and lower charitable grants compared to the prior year. The charity holds total funds of just over £15.1 million, with approximately £2.0 million held in free reserves, which the Trustees consider adequate to meet its obligations to support its ageing members. The Trustees and auditors confirm that the charity is a going concern with sufficient resources to meet its liabilities as they fall due.

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

What the accounts disclose

Accounts audited by HaysMac LLP. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~44.7 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, cost of raising funds: 12.2% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• SR EUGENIE RODDYchair · trustee of 1 other charity
• SISTER DOROTHY A BLACK
• SISTER ROSALIE KABAMBA KAZADI
• SISTER SHIRLEY ANN KING
• SISTER TRYPHINE NDEBELE
• SISTER WINIFRED MARIE LOUGHREY
• SR PATRICIA JORDAN

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

Operates in: Ireland · Scotland · South Africa

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with TRUST PROPERTY HELD ICW THE ENGLISH PROVINCE OF THE CONGREGATION OF THE SISTERS OF THE PRESENTATION OF THE BLESSED VIRGIN MARY.

• TRUST PROPERTY HELD ICW THE ENGLISH PROVINCE OF THE CONGREGATION OF THE SISTERS OF THE PRESENTATION OF THE BLESSED VIRGIN MARY income £3.8m
• THE COMMUNITY OF ST FRANCIS income £252k
• FRANCISCAN SISTERS OF THE HEART OF JESUS income £302k
• THE CONGREGATION OF THE SISTERS OF CHARITY OF SAINT LOUIS CIO income £160k
• THE AUSTIN FRIARS ST. MONICA'S DEVELOPMENT FUND income £268k
• ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION income £3.6m

Side by side with its peers

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