CONGREGATION OF THE URSULINES OF JESUS

Registered charity 235342 · accounts filings on the Charity Commission register

Relief of poverty,Care for the Elderly & Homeless,Social & Pastoral work,Missionary work in communities,Assisting people with learning difficulties.

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
£1.6m
Latest spending
£1.9m
Registered
1965
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds total assets of £30.7 million, comprising significant investments and tangible fixed assets, with unrestricted reserves of £27.1 million available for allocation. However, the trustees note a potential funding deficit of £2.3 million for the Community Care Fund, which is required to meet the future care costs of elderly sisters, and are considering options to address this shortfall.

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

What the accounts disclose

Reserves policy: one to two year's annual gross expenditure (held: £27.1m)
“working capital and provincial reserves will be monitored annually to ensure that they are not excessive and that action is taken to maintain their level at approximately one to two year's annual gross expenditure.” — page 23
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 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 or capital. The Charity provides for the essential needs of all members of the Congregation within the Reality. The living costs of the 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 or capital. The Charity provides for the essential needs of all members of the Congregation within the Reality. The living costs of the trustees are therefore borne by the Charity.” — page 50
“During the year, the Charity gifted a leasehold property to another charitable organisation. The net book value of the lease was £30,000.” — page 50
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The charity gifted a leasehold property to another charitable organisation with a net book value of £30,000.
“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 or capital. The Charity provides for the essential needs of all members of the Congregation within the Reality. The living costs of the trustees are therefore borne by the Charity.” — page 50
“During the year, the Charity gifted a leasehold property to another charitable organisation. The net book value of the lease was £30,000.” — page 50
Per its FY2025 accounts as filed with the Charity Commission.
Pension scheme deficit: £2.3m
“Based on funding requirements of £15.3 million, then there is potentially a deficit in funding of £2.3 million. The trustees are considering their options in order to try and address this deficit.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Greaves West & Ayre. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2025)

Total income
£1.6m
Total spending
£1.9m
Cost of raising funds
£130k
Reserves (reported)
£30.7m
Employees
30

Reported reserves equal ~196.4 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (46% 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: 8.0% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: City Of Swansea · Ireland · Scotland · Throughout London

Income and spending

Financial year endIncomeSpending
31/12/2025£1.6m£1.9m
31/12/2024£1.3m£1.8m
31/12/2023£1.2m£1.8m
31/12/2022£1.1m£1.9m
31/12/2021£2.0m£1.9m

Common questions

Is CONGREGATION OF THE URSULINES OF JESUS financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds total assets of £30.7 million, comprising significant investments and tangible fixed assets, with unrestricted reserves of £27.1 million available for allocation. However, the trustees note a potential funding deficit of £2.3 million for the Community Care Fund, which is required to meet the future care costs of elderly sisters, and are considering options to address this shortfall. Its FY2025 accounts were audited by Greaves West & Ayre.

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.

FunderSimilar charities fundedAmount to them
HABITAT FOR HUMANITY GREAT BRITAIN1£10k
EDITH BESSIE GIBSON TRUST1£6k
THE J A R CHARITABLE TRUST1£3k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE SISTERS OF THE POOR CHILD JESUS.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
CONGREGATION OF THE URSULINES OF JESUS£1.6m—0unclear—no doubt
THE SISTERS OF THE POOR CHILD JESUS FY2025£295k—0unclear—no doubt
THE CONGREGATION OF THE SISTERS OF CHARITY OF SAINT LOUIS CIO FY2025£160k—0unclear—no doubt
THE BRITISH ISLES PROVINCE OF THE CONGREGATION OF SISTERS OF CHARITY OF JESUS AND MARY FY2025£2.8m——within—no doubt
Congregation of Jesus (Loreto Sisters) English Province FY2025£2.7m—0unclear—no doubt
THE DAUGHTERS OF JESUS CIO FY2025£571k—0unclear13.2%no doubt

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