TRUSTEES OF THE CHARITY OF THE BERNARDINE SISTERS
Hospitality in our guesthouses in the context of our monastic life.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net decrease in funds of £836,272 for the year ended 31 March 2025, primarily driven by investment losses of £710,622. Despite this, the trustees consider the level of free reserves to be adequate and in line with their policy of approximately one year’s expenditure. The charity maintains total reserves of £18,611,488, including significant designated funds for sister care and capital projects.
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 one year’s expenditure, taking into account future capital projects. This level of reserves has been maintained throughout the year.” — page 14
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- SISTER HELENA MARGUERITE JACKSONchair
- JANE FRANCES UTTING
- SISTER CATHERINE BOYLE
- SISTER COLETTE ANNE JORDAN
- SISTER MARIA ANGELA WHISSTOCK
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £573k | £698k |
| 31/03/2024 | £504k | £565k |
| 31/03/2023 | £459k | £684k |
| 31/03/2022 | £343k | £593k |
| 31/03/2021 | £442k | £532k |
Common questions
Is TRUSTEES OF THE CHARITY OF THE BERNARDINE SISTERS financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net decrease in funds of £836,272 for the year ended 31 March 2025, primarily driven by investment losses of £710,622. Despite this, the trustees consider the level of free reserves to be adequate and in line with their policy of approximately one year’s expenditure. The charity maintains total reserves of £18,611,488, including significant designated funds for sister care and capital projects. Its FY2025 accounts were audited by Pitt Godden & Taylor LLP.
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| TRUSTEES OF THE CHARITY OF THE BERNARDINE SISTERS | £573k | — | 0 | within | — | no doubt |
| TRUST PROPERTY HELD ICW THE ENGLISH PROVINCE OF THE CONGREGATION OF THE SISTERS OF THE PRESENTATION OF THE BLESSED VIRGIN MARY | £3.8m | £70,001 - £80,000 | 1 | within | — | not going concern |
| TRUST PROPERTY HELD IN CONNEXION WITH THE SISTERS OF THE HOLY FAMILY OF BORDEAUX | £1.5m | — | 0 | within | — | no doubt |
| MARIST SISTERS GENERALATE CIO | £2.7m | — | 0 | unclear | — | no doubt |
| BEIS HAMEDRASH SHAAREI TEFILLAH | £133k | — | 0 | above | — | no doubt |
| DOMINICAN SISTERS (THIRD ORDER) CONGREGATION OF NEWCASTLE NATAL (ESTABLISHED AT BUSHEY HEATH, HERTS) | £2.7m | £60,001 - £70,000 | 1 | unclear | — | no doubt |