CONGREGATION OF THE SISTERS OF SAINT ANNE

Registered charity 233808 · accounts filings on the Charity Commission register

The Congregation of the Sisters of St Anne Charitable Trust aims to support the religious and other charitable works carried on by the members of the Congregation and to care for those members throughout their lives with the Congregation. The ministries include - Social pastoral work, operation of a residential and care establishment and caring for the members of the Congregation.

Objects

UPON TRUST FOR SUCH CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON IN ENGLAND OR WALES BY OR UNDER THE DIRECTION OF THE SOCIETY AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT.

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: The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Religious Activities · website · Get email alerts

Registered contact address: Merton, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity holds total unrestricted reserves of £12,958,049, with £5,686,688 in general funds available to support the work of the sisters. The trustees acknowledge that these free reserves are in excess of their stated policy target of thirty-six months' expenditure, a position they deem prudent given the current economic climate. The charity reported a net increase in funds of £310,673 for the year, driven by significant net investment gains.

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

What the accounts disclose

Accounts audited by Buzzacott Audit LLP. Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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 handling
• 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
• Paying staff
• 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
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

CQC provider record: Trustees of the Congregation of the Sisters of St Anne — Deregistered, 1 registered location, last inspected 24/01/2018.charity number confirmed by CQC CQC record

Structured financials (annual return, FY ending 31/03/2022)

Reported reserves equal ~18.7 months of spending — above the median for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (71% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 3.9% of total income — above the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• SISTER Patricia HELLERchair · trustee of 1 other charity
• SISTER JENNIFER BROWN SSA
• SISTER PEGGY MCWEENEY
• Sister Mary Josephine Hannigan S.S.A.

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

Operates in: Merton

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ST ANN'S PARISH CHARITY.

• ST ANN'S PARISH CHARITY income £63k
• SISTERS OF THE SACRED HEARTS OF JESUS AND MARY CIO income £2.7m
• PRIORY OF OUR LADY OF PEACE CIO income £431k
• LITTLE SISTERS OF THE ASSUMPTION CHARITABLE TRUST income £273k
• THE CONGREGATION OF THE DAUGHTERS OF PROVIDENCE OF SAINT BRIEUC income £176k
• SISTERS OF THE BLESSED VIRGIN MARY TRUST income £97k

Side by side with its peers

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