CONGREGATION OF THE SISTERS OF SAINT ANNE
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.
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.
What the accounts disclose
“The trustees consider that, given the nature of the charity’s work and its commitments, the level of free reserves should be approximately equal to thirty six months’ expenditure.” — page 10
“St Teresa’s Home CIO paid £86,583 (2024 - £84,279) in respect to services provided by members of the Congregation of the Sisters of St Anne;” — page 30
“St Teresa’s Home CIO received £14,581 (2024 - £22,953) from the central administration towards the cost of care for a member of the Congregation.” — page 31
“St Teresa’s Home CIO paid £86,583 (2024 - £84,279) in respect to services provided by members of the Congregation of the Sisters of St Anne;” — page 30
“St Teresa’s Home CIO received £14,581 (2024 - £22,953) from the central administration towards the cost of care for a member of the Congregation.” — page 31
“St Teresa’s Home CIO paid £86,583 (2024 - £84,279) in respect to services provided by members of the Congregation of the Sisters of St Anne;” — page 30
“St Teresa’s Home CIO received £14,581 (2024 - £22,953) from the central administration towards the cost of care for a member of the Congregation.” — page 31
Structured financials (annual return, FY ending 31/03/2022)
Trustees
- SISTER Patricia HELLERchair
- SISTER JENNIFER BROWN SSA
- SISTER PEGGY MCWEENEY
- Sister Mary Josephine Hannigan S.S.A.
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £429k | £279k |
| 31/03/2024 | £390k | £275k |
| 31/03/2023 | £391k | £278k |
| 31/03/2022 | £1.1m | £3.1m |
| 31/03/2021 | £1.5m | £1.5m |
Common questions
Is CONGREGATION OF THE SISTERS OF SAINT ANNE financially healthy?
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. Its FY2025 accounts were audited by Buzzacott Audit LLP.
Charities like this
- SISTERS OF THE SACRED HEARTS OF JESUS AND MARY CIO
- THE SISTERS OF THE POOR CHILD JESUS
- CONGREGATION OF THE DAUGHTERS OF THE HOLY SPIRIT CIO
- TRUST PROPERTY HELD IN CONNEXION WITH THE SISTERS OF THE HOLY FAMILY OF BORDEAUX
- TRUST PROPERTY HELD IN CONNECTION WITH THE ENGLISH PROVINCE OF THE CONGREGATION OF CHRISTIAN BROTHERS
- THE ENGLISH PROVINCE OF THE SISTERS OF SAINT JOSEPH OF ANNECY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CONGREGATION OF THE SISTERS OF SAINT ANNE | £429k | — | 0 | above | — | no doubt |
| SISTERS OF THE SACRED HEARTS OF JESUS AND MARY CIO | £2.7m | £60,001 - £70,000 | 1 | within | — | no doubt |
| THE SISTERS OF THE POOR CHILD JESUS | £295k | — | 0 | unclear | — | no doubt |
| CONGREGATION OF THE DAUGHTERS OF THE HOLY SPIRIT CIO | £1.3m | — | 0 | above | — | no doubt |
| TRUST PROPERTY HELD IN CONNEXION WITH THE SISTERS OF THE HOLY FAMILY OF BORDEAUX | £1.5m | — | 0 | within | — | 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 |