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TRUST PROPERTY HELD IN CONNEXION WITH THE SISTERS OF THE HOLY FAMILY OF BORDEAUX

Registered charity 232633 · accounts filings on the Charity Commission register

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Latest income
£1.5m
Latest spending
£3.8m
Registered
1965
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity reported a net increase in funds of £120,954 for the year ended 31 December 2024, driven by significant net investment gains of £2,486,988 which offset a net expenditure before investment gains of £2,366,034. Per the trustees' report, total reserves stood at £37,800,391, with free reserves of £4,591,812, a level the trustees consider to be within their stated policy target of covering up to 15 months' expenditure. The charity maintains a diversified investment portfolio valued at over £31 million to support its ongoing care obligations for its elderly members.

What the accounts disclose

Reserves policy: up to 15 months’ expenditure (held: £4.6m)
“The trustees consider that, given the nature of the charity’s work, the level of free reserves should cover up to 15 months’ expenditure.” — page 45
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Walsh O’Brien Harnett. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£1.5m
Total spending
£3.8m
Cost of raising funds
£70k
Reserves (reported)
£4.6m
Employees
35

Reported reserves equal ~14.4 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Trustees

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

Operates in: France · Ireland · Lesotho · Pakistan · Sri Lanka · Throughout England · Uganda

Income and spending

Financial year endIncomeSpending
31/12/2024£1.5m£3.8m
31/12/2023£1.8m£3.9m
31/12/2022£2.5m£3.6m
31/12/2021£3.7m£3.4m
31/12/2020£1.9m£3.7m

Common questions

Is TRUST PROPERTY HELD IN CONNEXION WITH THE SISTERS OF THE HOLY FAMILY OF BORDEAUX financially healthy?

The accounts state that the charity reported a net increase in funds of £120,954 for the year ended 31 December 2024, driven by significant net investment gains of £2,486,988 which offset a net expenditure before investment gains of £2,366,034. Per the trustees' report, total reserves stood at £37,800,391, with free reserves of £4,591,812, a level the trustees consider to be within their stated policy target of covering up to 15 months' expenditure. The charity maintains a diversified investment portfolio valued at over £31 million to support its ongoing care obligations for its elderly members. Its FY2024 accounts were audited by Walsh O’Brien Harnett.