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CONGREGATION OF THE URSULINES OF JESUS

Registered charity 235342 · accounts filings on the Charity Commission register

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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.

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).

Trustees

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?

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.