01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 22 April 1964
- Removed
- Not supplied
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £429,320
- Latest expenditure
- £279,092
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 14 Lansdowne Road, London, SW20 8AN
Website recorded by the regulator: www.sistersofstannewimbledon.org.uk (displayed as text)
02 Activities
What the charity does
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.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 4 December 2025
- Date Accounts Received
- 4 December 2025
- Total Gross Income
- £429,320
- Total Gross Expenditure
- £279,092
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 21 January 2025
- Date Accounts Received
- 21 January 2025
- Total Gross Income
- £389,803
- Total Gross Expenditure
- £275,073
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 25 January 2024
- Date Accounts Received
- 25 January 2024
- Total Gross Income
- £390,916
- Total Gross Expenditure
- £278,202
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 5 December 2022
- Date Accounts Received
- 5 December 2022
- Total Gross Income
- £1,142,935
- Total Gross Expenditure
- £3,144,530
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 22 November 2021
- Date Accounts Received
- 22 November 2021
- Total Gross Income
- £1,528,225
- Total Gross Expenditure
- £1,534,305
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 4 December 2025
- Total Gross Income
- £429,320
- Total Gross Expenditure
- £279,092
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 21 January 2025
- Total Gross Income
- £389,803
- Total Gross Expenditure
- £275,073
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 25 January 2024
- Total Gross Income
- £390,916
- Total Gross Expenditure
- £278,202
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 5 December 2022
- Total Gross Income
- £1,142,935
- Total Gross Expenditure
- £3,144,530
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £29,404
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 7
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 22 November 2021
- Total Gross Income
- £1,528,225
- Total Gross Expenditure
- £1,534,305
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Grants
- £135,660
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 11
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 5 December 2022
- Income Donations And Legacies
- 76776
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 812309
- Income Investments
- 213346
- Income Other
- 40504
- Income Total Income And Endowments
- 1142935
- Income Legacies
- 6517
- Income Endowments
- 0
- Expenditure Raising Funds
- £45,053
- Expenditure Charitable Expenditure
- £1,106,552
- Expenditure Other
- 1992925
- Expenditure Total
- 3144530
- Expenditure Investment Management
- 45053
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 12590
- Expenditure Support Costs
- 46510
- Expenditure Depreciation
- 132715
- Gain Loss Investment
- 464719
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £4,893,161
- Assets Total Fixed
- 12108742
- Assets Own Use
- 3026941
- Assets Long Term Investment
- 9081801
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £333,805
- Assets Total Liabilities
- £22,445
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £12,420,102
- Creditors One Year Total Current
- 22445
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £311,953
- Funds Endowment
- 0
- Funds Unrestricted
- 12420102
- Funds Restricted
- 0
- Funds Total
- 12420102
- Count Employees
- 40
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 22 November 2021
- Income Donations And Legacies
- 49714
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1213366
- Income Investments
- 205197
- Income Other
- 59948
- Income Total Income And Endowments
- 1528225
- Income Legacies
- 2000
- Income Endowments
- 0
- Expenditure Raising Funds
- £41,751
- Expenditure Charitable Expenditure
- £1,492,554
- Expenditure Other
- 0
- Expenditure Total
- 1534305
- Expenditure Investment Management
- 41751
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 6690
- Expenditure Support Costs
- 51447
- Expenditure Depreciation
- 158080
- Gain Loss Investment
- 1807989
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £4,353,165
- Assets Total Fixed
- 13526681
- Assets Own Use
- 4307090
- Assets Long Term Investment
- 9219591
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £665,043
- Assets Total Liabilities
- £234,746
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £13,956,978
- Creditors One Year Total Current
- 234746
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £561,807
- Funds Endowment
- 0
- Funds Unrestricted
- 13956978
- Funds Restricted
- 0
- Funds Total
- 13956978
- Count Employees
- 42
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Merton
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Greater London
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 108
- Classification Type
- What
- Classification Description
- Religious Activities
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
08 Official extract
Charity Event History
- Charity Name
- CONGREGATION OF THE SISTERS OF SAINT ANNE
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1964-04-22T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 20/12/1963
- Charitable Objects
- UPON TRUST FOR SUCH CHARITABLE PURPOSES WHICH ADVANCE THE RELIGIOUS AND OTHER CHARITABLE WORK FOR THE TIME BEING CARRIED ON IN ENGLAND OR WALES BY OR UNDER THE DIRECTION OF THE SOCIETY AS THE TRUSTEES WITH THE APPROVAL OF THE SUPERIOR SHALL FROM TIME TO TIME THINK FIT.
- Area Of Benefit
- NATIONAL
10 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
11 Official extract
Charity Policy
- Policy Name
- Complaints policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Risk management
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Investment
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Conflicting interests