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

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

Latest income

£567k

Latest spending

£531k

Registered

1964

Accounts read

FY2025

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

Reserves policy: two to three years' expenditure (held: £2.0m)

“The balance of just under £2.0m held in the general fund, or “free reserves”, represents between three and four years’ expenditure at current levels. This is a little above the Trustees’ normal target which is to hold between two and three years’ expenditure in reserve.” — page 11

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The charity provides for the essential needs of all members of the Congregation within the Province. The living costs of the 5 Trustees are therefore borne by the Charity.

“The Trustees of the Charity are also members of the Congregation and as such have taken vows of poverty under which they have renounced all personal rights to income and capital. The Charity provides for the essential needs of all members of the Congregation within the Province. The living costs of the 5 Trustees are therefore borne by the Charity.” — page 24

Per its FY2025 accounts as filed with the Charity Commission.

Trading subsidiary: St Francis Care Home

“The Congregation’s Nursing Home in the Govan area of Glasgow cares for the sick and elderly of the community and is separately registered as a charity in Scotland (no. SC023725). It became a Limited Company on 31st July, 2018 and is now known as St Francis Care Home.” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

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

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

Total income

£567k

Total spending

£531k

Cost of raising funds

£69k

Reserves (reported)

£2.0m

Employees

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

Trustees · trustee networks

SR EUGENIE RODDYchair · trustee of 1 other charity
SISTER DOROTHY A BLACK
SISTER LISETTE PRELE
SISTER VALERIE ANNE TAYLOR
SR PATRICIA JORDAN

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

Operates in: Ireland · Scotland · South Africa

Income and spending

Financial year end	Income	Spending
31/03/2025	£567k	£531k
31/03/2024	£940k	£881k
31/03/2023	£457k	£524k
31/03/2022	£1.2m	£659k
31/03/2021	£438k	£441k

Common questions

Is TRUSTEES OF THE FRANCISCAN SISTERS -MINORESS financially healthy?

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. Its FY2025 accounts were audited by HaysMac LLP.

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

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
TRUSTEES OF THE FRANCISCAN SISTERS -MINORESS	£567k	—	0	above	—	no doubt
TRUST PROPERTY HELD ICW THE ENGLISH PROVINCE OF THE CONGREGATION OF THE SISTERS OF THE PRESENTATION OF THE BLESSED VIRGIN MARY FY2025	£3.8m	£70,001 - £80,000	1	within	—	not going concern
THE COMMUNITY OF ST FRANCIS FY2025	£252k	—	0	unclear	—	no doubt
FRANCISCAN SISTERS OF THE HEART OF JESUS FY2024	£302k	—	0	unclear	—	no doubt
THE CONGREGATION OF THE SISTERS OF CHARITY OF SAINT LOUIS CIO FY2024	£160k	—	0	unclear	—	no doubt
THE AUSTIN FRIARS ST. MONICA'S DEVELOPMENT FUND FY2025	£268k	—	0	unclear	—	no doubt

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