CONGREGATION OF JESUS CHARITABLE TRUST

Registered charity 298970 · accounts filings on the Charity Commission register

Advancement of Religion.EducationSocial and Pastoral works.Education and care services overseas.Care for Members of the Congregation of Jesus in the English Province.

Causes: General Charitable Purposes · Education/training · Religious Activities · Get email alerts

Latest income

£2.5m

Latest spending

£4.0m

Registered

1988

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the group reported a net deficit of £1,519,419 for the year ended 31 August 2025, primarily driven by a £24,815 loss on investments and higher charitable expenditure. Per the trustees' report, unrestricted free reserves stood at £13,373,308, which the Board considers more than sufficient to cover two years' day-to-day expenditure despite the reliance on volatile investment returns.

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

What the accounts disclose

Highest-paid employee band: £60,001 - £70,000 — below the median for charities its size (£70k)

“Two employees earned between £60,000 - £70,000 per annum, excluding pension contributions, during the year” — page 33

Per its FY2025 accounts as filed with the Charity Commission.

Employees paid over £60,000: 2

“Two employees earned between £60,000 - £70,000 per annum, excluding pension contributions, during the year” — page 33

Per its FY2025 accounts as filed with the Charity Commission.

Largest income source: Investment income (42% of income)

“The main regular income source of the Charity itself was investment income, £1,030,659”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: two years' day-to-day expenditure (held: £13.4m)

“The Board consider that this level of general funds is more than sufficient to cover two years’ day-to-day expenditure.” — page 38

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Donation to The Tablet Publishing Company Ltd, where one trustee was a director.

“One trustee was a director of The Tablet Publishing Company Ltd which was awarded a donation of £15,000 and another trustee was also a trustee of Mary Ward Loreto UK which was awarded a donation of £10,000 during the year.” — page 36

“One trustee was a director of The Tablet Publishing Company Ltd which was awarded a donation of £15,000 and another trustee was also a trustee of Mary Ward Loreto UK which was awarded a donation of £10,000 during the year.” — page 36

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Donation to Mary Ward Loreto UK, where one trustee was also a trustee.

“One trustee was a director of The Tablet Publishing Company Ltd which was awarded a donation of £15,000 and another trustee was also a trustee of Mary Ward Loreto UK which was awarded a donation of £10,000 during the year.” — page 36

“One trustee was a director of The Tablet Publishing Company Ltd which was awarded a donation of £15,000 and another trustee was also a trustee of Mary Ward Loreto UK which was awarded a donation of £10,000 during the year.” — page 36

Per its FY2025 accounts as filed with the Charity Commission.

Trading subsidiary: Bar Convent Enterprises Limited

“The financial statements consolidate the results of the charity and its wholly owned subsidiary Bar Convent Enterprises Limited” — page 26

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Saffery LLP. Discloses 5 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/08/2025)

Total income

£2.5m

Total spending

£4.0m

Cost of raising funds

£1.2m

Reserves (reported)

£13.4m

Employees

100

Reported reserves equal ~40.5 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (44% 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: 48.1% of total income — above the 90th percentile for charities its size (median 5.2%) (benchmarks).

Register events

Received assets from another charity (07/03/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Congregation of Jesus Trustee

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/08/2025	£2.5m	£4.0m
31/08/2024	£2.5m	£4.3m
31/08/2023	£2.5m	£3.2m
31/08/2022	£3.0m	£3.4m
31/08/2021	£2.4m	£2.8m

Common questions

Is CONGREGATION OF JESUS CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the group reported a net deficit of £1,519,419 for the year ended 31 August 2025, primarily driven by a £24,815 loss on investments and higher charitable expenditure. Per the trustees' report, unrestricted free reserves stood at £13,373,308, which the Board considers more than sufficient to cover two years' day-to-day expenditure despite the reliance on volatile investment returns. Its FY2025 accounts were audited by Saffery LLP.

What does the highest-paid employee of CONGREGATION OF JESUS CHARITABLE TRUST earn?

Per its FY2025 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 2 employees earned over £60,000.

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.

Funder	Similar charities funded	Amount to them
THE ENNISMORE CHARITABLE TRUST	1	£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with TRUST PROPERTY HELD IN CONNECTION WITH THE ENGLISH PROVINCE OF THE CONGREGATION OF CHRISTIAN BROTHERS.

TRUST PROPERTY HELD IN CONNECTION WITH THE ENGLISH PROVINCE OF THE CONGREGATION OF CHRISTIAN BROTHERS income £1.7m
Congregation of Jesus (Loreto Sisters) English Province income £1.0m
Congregation of Jesus (Loreto Sisters) English Province income £2.7m
SOCIETY OF JESUS TRUST OF 1929 FOR ROMAN CATHOLIC PURPOSES income £48.9m
CONGREGATION OF OUR LADY OF THE MISSIONS CIO income £1.2m
TRUST PROPERTY HELD ICW THE ENGLISH PROVINCE OF THE CONGREGATION OF THE SISTERS OF THE PRESENTATION OF THE BLESSED VIRGIN MARY income £3.8m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
CONGREGATION OF JESUS CHARITABLE TRUST	£2.5m	£60,001 - £70,000	2	above	—	no doubt
TRUST PROPERTY HELD IN CONNECTION WITH THE ENGLISH PROVINCE OF THE CONGREGATION OF CHRISTIAN BROTHERS FY2025	£1.7m	£60,001 - £70,000	1	unclear	—	no doubt
Congregation of Jesus (Loreto Sisters) English Province FY2025	£1.0m	—	0	unclear	—	no doubt
Congregation of Jesus (Loreto Sisters) English Province FY2025	£2.7m	—	0	unclear	—	no doubt
SOCIETY OF JESUS TRUST OF 1929 FOR ROMAN CATHOLIC PURPOSES FY2025	£48.9m	£200,001 - £210,000	—	above	—	not going concern
CONGREGATION OF OUR LADY OF THE MISSIONS CIO FY2024	£1.2m	—	0	within	—	no doubt

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