TRL"STEES' REPORT
FIN.4NCIAL ST..ITEIIEJTS
31 ALGLST 2023
SISTERS OF CHARITI. OF JF.SiiS AND %IARI'
A)GLO-IIU514 PROI'INCE
(Regi51er¢d Chariti. Number: 251262)
Hai-smacinii're LLP
Chanered Accounianis
London

SISTERS OF CH..XRITY OF JESI"S.4ND 11.4RI'.4.NGLO IRISII PROI'INCE
TRLSTEES, AI%.NUAL REPORT
FOR THE YEAR EI%DED 31 ALGIST 2023
The Trustees presenl their annual report logeiher ￿1th the financial statements of the Chariiy,
tor th¢ I'car cndid 31 August ?0?3.
HISTORY AND ORGANISATION
The Sisters of Charit). of Jesus and Nlan. ('"SCJM") is an iniernaiional relig>ious ConLi-reg)ati()n
ot pontitical rig,hi. tounded in Belgium in 180J in the rural district ot- Loi'endeoem. In 1803.
our lound¢r Peier Joseph Triest Il"dS appoinied parish priesi in Loi'endeuem. "Ihe poi'en!.. the
Tnoral dcpraN'ili. Ihc Lri'"ing? nccd tor cducation and carc ol. thL sick spurrcd hiin inlo aclion. In
Jul!. 1804. Ihe firsi Sisiers of Charii!. of Jesus and Man. pronounced Iheir firsi i'oii's and
decidcd Iii d¢1 ()Ic their lil c5 lo 'ihc L(iring ()I'ih¢ p()or and d¢s1ilui¢"
Thc Sisi¢rs gTai"c1¢s5(Ins,
looked atl¢r orphans. and i%¢nt inio lh¢ homes ot"Ih¢ siek and old io car¢ tor ih¢m.
0￿.cr the next tii'o centuries the Sisters established Tninistries in other countries. The Anglo-
Irish PrO￿.Ince Has esiablished on 14 OLiober 1968.
Today the Conoregation has around l.JOO Sisiers. M-ho liN'e and M-ork in Belgium. The
Neiherlands. England. Ireland. India: Pakisian. Sri Lanka. Philippines. The Dem()Lraiic
Republic of CongFo. Mali. Burundi. Riiand& and Vietnam.
OBJF.CTIVES AND ACTIVITIF.S
The ChariiN' s legal purposeslobjecis are t.or such chariiable purposes i¥'hich adN'ance the
reliuious and oiher ehariiable ii'ork for ihe lime being carried oui b!. or under the direction ol.
the CongireLJaiion. These objeLiS are sei oui in lis Trusi Deed daied 18 Januarn. 1967 b!. ￿'hICh
il is g()i'¢med.
The Truslee5 hai'e had re(Jard io the Chariti" CoTllTlli55ion s guidance on public bcnLfit. The
majorit!, ot" the expenditure ol- the C'harii!. t-unds ihe lii'iiig and C<ire cos15 ()l- our Si51L'rs in
England and Ireland. Siella Matuiina Care Home proi'ides care for elderli. i¥'omen and men.
l-he home is not operated tor protii. The C harits- also makes donations to support third pamT
charitable projecis and disasier appeals ￿or1d￿.1de.
From ihe begiinning uniil iodaN'. Ihe life of ei-en. SCJM has been. and reniains. a realjtiT
grace which tinds expression in:
An apostolic seTh'ice which slems from our union ii'iih God and i15elt- nourislies this
same Lmion:
Pral'er. ￿'hiCh is a ￿'aItIng on the Lord. who himselt- opens us 10 his presence and
enables us io collaboraie in his ii'ork.
CommunilN' lile. ￿ hich inlensilies our aposlolic di'namism and is an clliLlii"c sign ()I'
our communion H'iih Flim. and
Ai one iiiih ihe unii'erse and each other. ￿e i.alue ihe ii'hole of crealion (Ind journe>.
ii'ith all God's people in faiih. respecting differences. M'elcoming dii'er5il)'. and
upholding their inhereiit dignit￿.

SISTERS OF CHARITY OF JESLS A)D Trlt%R&' A.%GLO IRISH PRUlrlNCTr:
TRL,STEES' AP4NUAL REPORT (continued)
FOR THF. YEAR ENDF.D 31 .4LGLST 2023
The aciii.'ities and ministries ot"Ihe Charits" fall inio fil"¢ areas:
Care of members of the Proi'in¢e in Lng1¥4nd and Ireland
The members ot the Proi'ince hai-e deN'oled ihe i4.hole ol. Iheir i4"ork'ing lii'¢s lo ihe eare of the
clderl}'. poor and margyinalised in socieii. and all thLir inLome assets hai e been
g5illed (i) the Ch<iritN'. The Cliaril!. cares l.or their iiieinbers in reiiremenl. I"he care include5
suppcirling Sisiers i¥'ho are ablc io liie indepcnd¢nil!' and suppolliiig Sistcrs liNing in
communities in EngTland and Ireland.
Sorne Sisters alreadN' relired g?ii'e 5uppon 10 OUT elderl!. Sisiers. i4.ho arc lii'in¥ in the Rosglas
and Siclla M1ctulina Lommunities. Their support inl'oli'es spendin(? time iN"iih them and
supporting them both emolionall! and spirituall!..
The Trustees ensure ihai ei'er¥' Sisier. ￿hether living alonL. or in a communii!.. receiN"es
tinancial. spiritual and emotional support. t-or both their ministries and their oth'n Lare. W.'hen
appropriaie. Sisiers are iransferred beiii'een communiiies io ensure the enK'ironinent and
support a￿'allable io them adequaiel). meeis their needs.
Social and pastoral ii'ork
embers ol- Ihc ProN"ince are ini'oli"ed in i'arious fomis of SOLial or pasloral M'ork throuohoul
Engjldnd Ireland. includingT iare ot- Ihe elderl! and pcople i4.ith speLial needs. lJinil!'
supporl. and clidplainc!. i%'ork" in hi)spiials. healinLi mini%ln. Louiisellinii
and educaiional
esiablishm¢n(s. All this iN"ork is undertak¢n on a K"oluniarn' basis.
The Trustees ensur¢
'olunteers hai'e the necessan skills. experi¢"nLe. and irainingy io undertake their roles in tli
coinmunii). and training7 is pfoN'ided (inieni<il wid extemall as required.
Stella Imatutina Care Home
Thl Sistcrs coniinue to proi'ide care and assisianLe io ihe clderl!. at SILlla Maiulin3 Care14oniL
in Ansdell t-or both mLn)bers ot-lhe Proi'inc¢ and menibers ol-the public. The ()LLupani!' ot-this
care horne is a mix ot- members ol- Ihe Proi"ince. prii.aie and local authoril! clients. li is noi
operaied t.or profil. Cases ol" financial hardship are considered b!. the l-ru%iees and fees are
reduced it. nec¢ssarN'. All applicanis are assessed on iheir needs and not Iheir abililN' lo pal..
The strategTV for the home is to proi-ide the besi possible care for residenls emotional and
ph!'siLal ii¢eds so that the!. can enjoi. Iheir life io Ihe lullesi possible exienl.
O%'er*L'as missionan" ii'ork.
The Charil! also hilps linanciall!" suppon Sisiers ￿'OrkIn￿j in ¢duLalion. eLolog)'. l)ealthcarc,
social and pastoral care i%orldis'idc. 11 e ha￿'e t-unded ihe buildin&J ot. nell cla%srooms lor the
Order s prirnar). school in Rii'anda and currenil!. ￿'C are 5UPPOrting fiDancial th¢ buildingT Ot- a
neil care hom¢ for ihe elderli. in R%¥anda.
Il'orking w'ith other organisations
The Charil!. Ilorks closel!. ii'iih a number ol- oiher chariiics and public bodies thai iNork in the
field of proi idingF care lo the N'ulnerable and the elderli.. Il'orkingi iogieiher Ni'ith othcr chariiies
and public bodies enh(Inces coinmuniiation aiid understandiiii illus enablingi sern'ices to the
elderl!. to be proi'ided more el'ticienilN" and et7eLliI'el! and ai'oiding dupliLation of cl'lort.
Examples of the orgJdnisations for ii'hich membcTs have ￿'orked and i¥'iih i¥"hich ihe Charity
has cooperaied during ihe l'ear are as follo￿"5..

SISTER5 OF CII.4RITY OF.IESI",S AP*D 11.4RY ANGLO IRISII PROVINCF.
TRUSTEES, A￿￿[JAL RF.PORT l¢ontinued)
FOR THE YEAR EINDED 31 .4LGIST 2023
Roman Catholic Diocese ot- 11.'esiminsier
RLSS l Religious Lite Saleguardinis Sen"iee)
COR (Conference ot"ReliLJious of England and IA:ales)
AMRI (Associalion ol, Missionaries and Relig?ious of Ireland)
L(In¢ashir¢ Lounti, CounLiI and BlaLk'pool Council
ACHIEN'EMEYTS AND PERFORNI.4NCF.
Care of mtmbers of tbe Proi'ince in F.ngl#nd Ireland
In comnion ii.iili Inan)" reli<Jious congsrL)Iiaiions in Lireai Britain. the aLye profile of ihe members
ol. Ihe Congregaiion is increasing as eiisling members oroii older 11 nd the number ol- lie￿.
'ocaiions becomes minimal. The age protile ot. the CongFregFation in the Elritish Isles Proi'inLe
is sho￿￿ &Fraphicall}' beloM-:
Age90-99
Age80-89
Age 70 -79
Age 60- 69
The CongsregTalion has an obligation. EK)ih moral and legal. io proi'ide care for its mcmbers.
none ol- IN"hom hai'e resources of Iheir oM'n and all of- i%"hom hai'e deN-oled a SigTnificanl part ot
Iheir lives to the care ot-the elderlN'. FK)or and marginalised in societ!,. .4s the age profile ()t-the
Proi'ince increases so loo does ihe need to pro￿.Ide increasingJ. and iDereasingFI!' expensii'e. care
to the Sisters.
Ai present four members ol.the Congregation are receii'ingy care in Siella Matuiina C are Hoine
and oihers are receii'ingT SUPPOrt ii.iihin iheir communities in EnLiland and Ii'eland. In th¢ lu(ure.
the Trustees L'XPLLt ihe niimber requiringi care lo inLreJse. .4g a LonsLquenie. the Truslees
Lonsider ihe impaLI ol'ihis on il)e ii'c)rk of iiidii"idiial niL'nibcrs ol'ihe Congjregjaiion the propert!.
requiremenis and the tinancial implicalions. In ihis reoard. the Congiregyalion s purpose-buili
convent Rosglas proN"ide5 Lare for our elderlN' and incapacilated %ist¢rs.
Social p#storal ii'ork
The (iims ol. Ihe Trusiees in ihis area include..
F_nablinLi all m¢mbers of the Congregation to carTr' out m¢aningt"ul social and pastoral
'ork li ithin the conimunili".
Pastoral care ol'residents in Stella Nlalulina Care Home. SerK'ices are held in the Chapel.
and these are also open io non-residenis-
Chaplaincy ￿'ork in hospiials.

SISTERS OF CEI,IRITI' OF JESLS AND.11.4RY .4NCLO IRISH PROI IYCE
TRUSTEES, ANNU.4L REPORT {continued}
FOR THE YEAR ENDED 31 ALGLST 2023
Along with all oiher organisaiions ￿'hO sen.'e in ihe eommunils.. the Trustees recognise ihe
absolute neeessil!. ot" ensuringy ihe proieciion and salets. ot" all those the Charit!. sen'es. In
FebruaTr' 2022 ￿e sig7ned up to the RLSS and th¢ir Safebyuarding Mi odel Policies.
Currentl!. all Sislers. stafi- and i'olunleers are required to compli" with our SaleLJuarding
Children and Vulnerable Adult Polici- and Guidelines doeumeni ii'hieh il'as lasl rei'iem-ed in
Sepiember 2021.
EnLuurag)ing' and motivaling members io ￿'ork ￿-1[h and assisi ihe Txior, eld¢rl!' and
n)arginalised. tur cxampl¢ one of our Sisters M'orking in ihese areas ¥ii"e5 Ihe liilloii ing aLLL)unt
ol- their Tninis1Th'.
Sister ￿larian Dal'e
I coniinue io see mw ministr%. as a means of seTh'ing in small w'ai s accordingp lo ihe needs ol. (he
indii'iduals Th,ho cross m), path.
One ot th¢ major nccds in toda)"'s world is a t-eeling) of loneliness and inLr¢asing isolation by
Tnany people Thei- tind Ihat they're losing all thai has been familiar to ihem oi'er Ihe years e.g..
thL Il()%ure ol- local t"acililies such as banks and certain shops wh¢r¢ Ih¢r¢ was tace io lace
communiLalion.
Sadl J.. the relentless pr02ress ot" th¢ digilal Il¢chnological age coniribules enorniousl), to this
problem.
I see a personal call io help till a t-eii" ot- the gaps b!. otl-ering a certain lei'el ol. ai'ailabilit!, i'la
telephone support or M'here appropriaie meeiingJ up iiiih people in their homes or mine or in a
cale elc. The ai'ailabiliN- ot- lisiening) and being ihere for people io otlload anxieties seems lo
be an ei'er-increasing need in our ¢urr¢ni Loni¢.¥i.
It is in this spiril that I coniinue io support 4 neighlx)urs w'iihin Apartment Block. This
support tdk¢s th¢ shape of them dropping b!. t-or a coffee and a chal or l Lall lo see Ihem. Tlie),
ma￿. require a drii'e io ihe I￿al GP or Praciice Surse or just pick'ing up sotne small bul urgJent
ilems Irorn the local shops.
I continue lo support ? elderlN" Louple5 i1.ho because of their multiple medical problems miss
out on hal'ing a social neiil'ork. I me¢1 up ii'iih Ih¢T]i (In a regjular basis for a cuppa aiid a
chal. Under an umbrella ot. a support organisaiion called N Vision I supporl a gJenileman N'ho
has long temis vision impaimient and short-term memor), loss.
l offer similar lei'els of support io Ihe Sisters in ihe Flals at Stella Matulina Care Home. This
inLludes sh()pping Irips loLall! lor 5peiilic needs lor ? ol- Ihem ii.here ihe! Lan broii'se the
shops ai iheir om'n pale.

SISTERS OF CHARITI. ()fr JESI,'S.4ND )IARY AJGLO IKISH PROVLYCE
TRUSTEES, ANi%LAL REPORT Iconlinued)
FOR THE YE.4R E¥DED 31 .4LI-I:ST 2023
Anoili¢i' Sislcr ii'ho is unable io drii'e at the momeni nLeds her libraTr" b()oks eichanged
re&Jularl! elL. Thesc iask's are in iheniseli Li qulte small bui essential io ihe iDdii idual
Loncerii¢d.
I continue ¥s'ith m¥. telephone support for %ealarers oi."er the Iniemel Ili'hais.4pp} on a rLgiular
basis dLpendini? on iN"hcn Il)e! re in Port. Sonie calls can also come durinLT the nigjhi. As ii'ell
as proi. iding emotional support I can proi'ide a limited amouni ot"pracliLal support b!. rel¢rring
them to the ribht 11.'ellare A&Jencies e.g. Ihe Mariiimc L'nions ur Port Chaplains. l-oii'ards the
end ol. last l'ear, l H"as able io proi-idc a srn(Ill amount of financial assislance Io (i Filipiiici
seatarer i4.huse lainil!. had bc¢n traumaiised b!. the loss of their honie io N"ct another l)'phoon
¥'hich hii Manilla. Folloii"In&F m!. requesi 10 Sr Elizabeth ￿'e proi.ided a gJenerous sum of moneN
i0￿,ardS ihe rebuildingy of their famil! home. Roberto and hi5 famil J ￿tre extrL"melv gJraielul.
I proi.'id¢ some menioring lor I Port Chaplain and a Mariltme Volunieer on a rcgular basis.
Througjh ihe Lancashire Volunteer NelHoik. I hope io commence trainini) to ol-ler a loial lei'el
of telephone support io housebound people i%'ho are feelingF cul ol-l- trorn niainstredni life
Ihroueh noi beinLi able lea1"¥ iheir homes lor a i'ariel! ol. reasons. Due io t-unJing pi'oblems th¢
trainingtr ha5 been deterred unlil Jul!".
Care tor the proieciion ot- our planei remains a stronger calling than ei'er lor me. Through a
.ell-know'n Nlational F.ni"ironmL'nial Ciroup Iii"iih the unlonunate name ol. ExtinLlion
Rebellionl ). I hai'¢ joined 2 proiesls on the sireets of London in receni monihs makingy d¥niands
on our political leaders io acl urgenil!. 10 SUPW)rt and ini'¢sl in appropriale ￿'al,$ to piei'ent the
deslriiLiion of our plan¢t gioingi torni'ard. This includes ihe creation of jobs or LireLn emplii! nient
lo ottsei the inei'ilabl¢ impact of uncmploN'Tncnl ii'hich ii'ould occur as a resuli ot abandonin
our Lurrent lili"tsl}'les and iia%'s ol" manaLJill2 our industries and serK'ices eic. To ihis end I hai'e
just come back trom a proiest in London ihis ii"e¢kend ￿"here I connectcd 1% ith a w'ider (iroup
of Christian aciii'isls.
'e spenl most of Sunda!." afternoon prolcsiingy alonbbsidc Buddhisi IHindu and oiher inierlaith
Groupsi'Trade Union Groups and a i'ariel!. of oiher passiunale Lni'ironmenial Ciroups ￿hose
commiimenl to saiing our planei is inspir£l1ii)nal. Il¢ii)bership ot- this Group Lan be
uncomlortable at tim¢s as it attract5 Ihe atieniion ol- small numbers ()I' anarLhists ￿"hO otieii
hija¢k' the agJenda ol- Ihe proiesi. "I"heir aciions can someiiines creaie d neLiatii'c profil¢ for the
resl Ot"us. Hoii'eN'er. sieps hai'e been taken to limii th¢ir impa¢t and besides .lesus had J similar
problem re ihe motii'aiion for some iiho attached thLmseli"es io his lolloii'crs in the hope thai
he mighi free them from Ihe Th'rann!. ot"thL Roinan Empire. Our dal. ot protest ended ii'ith hope
in our hearts as ii"e cclebraied a Cominunion S¢n'ice tooeiher led b!. an Anglican prie51.
It's encouragFing for me lo see hoii" Laudato Si and oiher inspiralional documenls from Pope
Francis has pem)eaied ihese ei'ents ii"henei'er Chrislians gaiher lo prolest on matters relaling
io the d¢struclion ol. our loi'el) Planel.

SISTERS OF CIIARITY OF JESL'S A.%D MARY AJGLO IRISH PR()VIN'CE
I"RLISTEES' ANNUAL REPORT leontinued)
FOR THE YEAR ETr*DED JI AUGLST 2023
Stella Matutina Care Home
The Charity 0i47)s and operales a residenlial care home. Siella Malutina Care Home. The
philosoph!. ol"Lar¥ is lo ensure a homel!. t"rtendl!'. and ()pen atmosphere among%[ reqidenls and
stall-lihilst maintaining the prii'ac!. dignili. rAghis. and qualili ol- lile ot- all resideni5.
Th¢r¢ are 4i rooms al Stella Matulin4L all M"iih ensuite t-acilities and a numbcr ￿'1th separate
Siilingj areas edch room has a ielei'ision and i¢lephone linked io ihe Lall s!"sl¢in. All artas
ot- the home are aicessible b!. ciihcr stairs or a lifi. and resid¥n15 arc CllLoura<)cd 10 take nieals
in ihe dining rooni. Other t"acilities include a Chapel. hairdrcssiiig salon. conseri aiorn. sci.eral
lounges. and passcn¥)Lr lili io all floors. Spacious bathrooms on each flooi are fitted H"ith
assisted bath chairs. The home is S¢1 in its exlensii'e grounds oi'¢rli)oking Ihe Ribble
Estuaj).
In operaling> Siella Maiulina Care Home. Ihe Trusiees aim io..
Provid¢ ¢icellent residentlal care to ¢ld¢rli' men and ii'omen. ensurinb thai iheir needs
are lull!. Tticl aiid Iliat (he!. enJo¥' as high a qualil!" of lit-e as possible.
Emplo), high qualiti siafi. lo care t-or Ihe elderl!" resideiiis ¢nsuring thal all such stati.
obtain ihe neL¢ssm" qualificalions and irainingj ne¢ded lor their ￿"Ork.
Ensure thai Stella Nlatulina Care Home meets the requirements of the C are Quality
Lommission iind Ihal an!.. recommendations arisin¥, from inspections are acted upon
quickl), and etlecliTr'el!.
Maintain the tinancial securÉll' Ihrough carelul budgeiing and bi. seiiin¥ fees l()r Stella
Matutina Care Home ai lei'els ihai ensure its i'iabilill. is not threatened.
Stella Malutina has an excell¢ni local r¢putaiion ￿"hiCh is beino maintained and dei ¢l()ped. The
mol'e to lai, rnanab)emeni is nei er easl. bul this has dei'eloped ii'ell and need% l() Ll)ntinued.
The achiei'ement of ihe hig,hesi possible aii'ard. RL'sidential Domiciliarn. Benchmark Fii.'e %idr
rating t.or ?021-?022 is reLognilion ol- hoii" far the home has dei'eloped and is a Lredii io ¢a¢h
and ei'er%' indii'idual ini'oli'ed. Stat7"morale is higJh. and lurnoi'er is loii.. Apart Irom beingj an
indication of gFood managemeni this enhances ihe qualits- of care g>ji'en to residents.
The ai'eragye occupanc!. lei'el during the financial !"¢ar of 77.40/0 Ii'hich ii"'as an improi'emeni
on the prior )'ear libJure of 7U.9Q/o.
The accommodaiion is oi'er three tloors. and the Trustees are lindingj il inLICd5ingJl! dit-liiult
lo keep rooms on ihe SLeoiid and first floor occupied. This reflecis a Ircnd lo indii'iduals slai'ing,
al hom¢ tor longcr. so ii.heii the!. do eni¢r the care honie ihLir nccds are greater. The Trusle¢s
haN'e and continue io explore s ol- mak. inij
beiier use ol. Ihe laLililies al the hoine.
Oi'erseas mi%sionan" iiork.
The Ch£uiIN suppi)rts the iiork ol. Ihe Con¥Jregaiion ii"orldM'ide and in receni l'ears its financial
support has been toeused on Im'o projects in Rii-anda..

Sl(¥TERS OF CH.4RITY OF JESLS,ISD .IIAKY ..I)C"LO IRISH PRO%'I)CE
'I'RLiS'fEES' AI%NU.4L REPORT (continued)
FOR THF. YE.4R ENDED 31 ALCLST 2023
Compl¢ie Seolaire Nlere Pla¢ide School, Ri%'anda
Rii anda is a sniall counir! in C enlral .41rica. li has an of 76.3i8 km ￿.1[17 a populalion
ot- I I million. "rh¢ main source ol incotne for ihe pcople is e5seiitiall!- aoriculture. Rii"anda
'as heili il!, alleLied b!, Ihc socio - politiLal crisis of the gcnocidi. th2t caused sei.eral
liundrcd ihousand deaihs in three months in 1994. The cons¢quenLes Ot-lhis gJenocid¢ are
incalLulablc and conlinue ((} hai-e i'en- i-isiblc impacl In the counln. to this da!,. li'hole
tamilies ii'ere ￿.]ped out. and man!. i%'idoi%'s. orphans. and elderl! people remained. ￿'hO i¥'ere
desolate. ￿'ith liltle or no means lo suTh'ii"e. Anoiher inei'itable consequence ot-this crisis is
the manN' uneducaied children and l-outh and school dropouis.
Our Congyregalion. Sisiers of Charii%' of Jesus and Nlarn. ISC Jill l. M'ho dre i%oikinbY a5
missionaries in kibeho. ii.hich is located in ihe Souihi'rn Pr()1 Incc of RNI anda. are i"ern' ail'are
ol. the IrLmendous nLed for educaiion. In )018 lh¥ Trustees aLirLed io pledgye £?iik to part
t.und ihe buildingT Ot- l O neil classrooms lor the L onLireo<ltion s primarn. school the Coinplexc
Scolaire imere Placide School.
The photographs that toll0￿. speak tor themselNes. as Ihe smilinLi laLes ol. happi children.
exude the jo!. of !'ounbislcis enjo! inLJ their neil" school. ii.hich inLludcs food for th¢ bodN as
'ell as the mind. As members ol-lhe SCJM familN' here in EnLi]￿d. lie ii.ere delib>hted io help
tinancialli, to￿.ardS ihe Lonslruction ot- l O classrooms tor Ihis nem. school.

SISTF.RS OF CIIARITY OF JF.SI'S ASD %I.4RY ANGLO IRISH PR()￿.1)rF.
TRUSTEES, AN￿uAL KLPORT {continued)
FOR THE YEAR EN'DED 31 AIIGLST 2023
Care bome in Kibeho, R)iand
The TwsiLes hii'L pILdiid £()OOk' io tiind the buildingJ of a ne￿. care home. As ii'ith thc new
classrooms. Ihis projected is being manaoed bs. our Generalaie in Brussels, ￿..hO provide regular
reports on progFress at our Trustees rneeiin¥s.
Tcrhagen Monaslen" CompleA in Belgium
Terhalyen is Ihe moiher house ot- our CongFreiJaiion. ii'hich is one of th¢ mosl importanl in
BelL)ium. In ?010 Ihe siie lias recoLJnised b!" IhL. Flemish (ioi'erniiieiit as a proiecied
monumenT. Il'iirk on rL'niii"i)tino ihe buildings on the 5itC LommenLeJ in ?0?3 aiid is 5ihcduled
lo be compleied in 20?6. The pr(ijeLI is bL"inL) rnanagied b!" our Ci¢neralaiL' 1% ith ihe suppon ol-
archiiec(s. surn'es'ors. enL?jIIL"L"rs. and oiher specialist contractors. The iotal budgy¥t for the
projccl is in exLess ot"El Om.
The HeritaLie Sile is a part of Ihe TerhaLien MonasleTh" Coniplex. It presen-es and tells th¢
hislorv ol- the Congreoaiion and ils achiei'ements in ¢ducalion. healih care and ￿'¢[tare. It tells
the story. ot" w'ornen religiiou5 in BLliJium in general. of ihcir lilc behind the coni'ent li alls and
Ihe pioneering? rolc Ihcs¢' ol-ien-anonN'mous ii.omen pla! ed in SOLieiN'. The arcliii'LS dLpdniii¢ni
is a public-orienied and ihe goal of the renoi'aiion M'ork is to proi'ide a Mell-equipped stiii'agJ¢
place ihat H.'ill presen'e the colleciion ot"Ihe CongreL¥alion under opiirnal conditions and niake
the collection ai'dilable 10 ihe public for consuliaiions. ei'ents. eNhibitions and social projects
tliat make use ol. Ihe collLction and buildings.
In April 2023 the Trustees agyreed 10 pledg>e a ioial ol- E l. l iik iui%'ards ihe cost of tlie projLCI
oi.'er three Iinancial l'ears in equal insialmcnis. The tirsi Iranche M"as paid in the N'ear under
RISK .NIANAGF.MENT
The Trustees hai'e considered the major risk.s to ii'hich Ihe ChariTh' is exposed. El'ern effon is
being rnade lo niitigyJtL' those risks. The Kei" risks tor th¢ Chaiill. as ideiiliticd bN" the Trustees.
are described beloii. logjelher ii'ith the principal M"ai's in ii.hich the!" are mitigated:

SISTERS OF CH.4RITY ()F JESL,S AJD 11.4RI' KI'GLO IRISII PRON'INCE
TKUSTELS, AYNtiAL RF.PORT Iconlinued)
FOR THE YEAR EINDED 31 ALGIST 2023
Goi'ernan¢e #nd Nlanagement
The ConLTregJation has an obligaiion. boih moral and leqal. io proi.ide care for lis nienibers.
Done ot th'hotn has r¢sourL¢s ot" her and all ot- iihom hai'e dci.oled a signilicunt pari of
their liies to the actii"ities ol" the Chariti.. The Si%iers ai¢ all under a i'oii" of poi'erii. and
theretore proi'iding) IhL'm ii'ith support is consid¢red 10 be an imtK)rtani eleineni of ihe Charil!" s
(Trrk. Il'her¢i"er possiblL. care is pri)i"ided t-or trail and uniiell Incmbers i%'iihin communilies.
The incidence of such Lare nceds 15 impossible 10 prL'dict. and ihL" Truslces thcret-ore belieN'e
that li is inLumbeni upon ihein io maintain reS¢￿'e5 at an appropriaie leN'el to ensure that Ihe
harit). is able io MLYI this obligTa¢ion - sei Resen"¢s I'oliL!' belo￿..
Along? ￿'1th all other org)anisaiions ii'ho sern e in ihc comn]unil%". Ihe Truslees recoginise the
absolule neccssii!. of ensurin(y ihe proieclion and salel!. of Jll those IhL CharilN' sen'es. li'e
joined the R¢lig)ious Lit-e Sat-egyiiardinLJ Siri icc in Februarn. ?0??
The Trusiees are mindtul that at some lime in ihe Diedium lo lonLTer tenn. there mai- be issues
in relation io SULcession planning t.or ihe goi'ernance ot- Ihe Charil!. 11.'iih ali agieing group ol.
Sister5. it mai. be n¢cessaD' to consider appointing la!" Iruslces (thul IS trusiees il ho are not
mcmbers of the ConiJreoalion) and.'or Sisler% from oi'ersc&s arcas ￿here there is a greaier pool
ot- l'ounger mcmbers. Such steps ma!. require Lonsiiiulional Lhan¥Jes for ihe Charit!,. Th¢
Trustees continue io keep und¢1 rei'j¢th ihc issucs and the oplionb open to them.
Propert!. and Operational
li is absoluteli. necessaTh" io ensure ihai our properties conlinue to be sal"c places tor the
residenls. Sisiers and N'isi(ors lo use. .4iieniion is g>ji"en io keipinL7 our propertic% in <iood repair.
Gcneral mainienanle is r¢oularl!' carried out. l-herL is an on-going progTramme io ensure
con]pliance ￿'1[h the increasing demands of 14ealih and Satet! RegTulaiions panicularl>' ￿..Ith
regard to Fire Regulaiions.
Propert! and operational risk5 are rei"ieKied annuall!. M iih an insurance broker lo ensure all
risks are idenlilied and insured a&Tainst il'here possible. All propert!, is maintained to a high
standard and Stella Klatutina Care Homc has comprehensii'e processes in place to ensure
appropriate health and satetv siandards are maintainLd.
The Care Quality Commission is responsible for reiiei4.ing standards achi¢%'ed ai Si¥lla
Malulina Care Home. Ani" serious incidents are reponed io the Lare Qiialit!. comnii5sion.
Salegyiiardino and Ilie Charil!. Comnii55ioii as appropriaie. The C'are Qualit!" Commission
undertook. an inspeciion in Februan '.11? l and th¢ oi crall Llassilioaiion il'as Good aLross all
cla%siliLalicins. Th¥ Carc Qualit!. Commission also undertook a rei'icil" in March 2023 and
found no ei'idence ihat theN' needed io reassess ihe raling.
IDI'eslments and FiDancial
The C hariii. is reliani on ini'esiment incom¢ io cam. oui its aeiii"ilies aiid uses Ill'o ini'eslinenl
managcrs M iih dillcreni asseis Llass benchmark's Ic) miligale io some extcnl the risks associated
'ith market i'olalilili.. Boih portfolios are managJ¢d to proi'ide in¢orne and Lapital giro¥i.Ih
takingj moderate risk. ThL l-rusiees rLceii"e ini"e51menl retK)rts on a quarterl!. basis and DormallN'
meet i4.iih IhLir managers on a quarterli. or half I"¢￿1￿. basis. Their pert"orn]ance and that ol. Ihe
portfolios are monitored carefullj..

SI.%TF.R4i ()F C.'H.4RJTI' OF JESI"5.4.ND ￿lARy ANGLO IRISH PRON'I.N'C.'F.
TRLSTEES, ANLYUAL REPORT Icontinued)
FOR THE YEAR EN'DED 31 ALGUST 2023
The Truslees take a consen'alii'e approach to manaoing cash and tii'e-l'ear cash tloiN' t"or¢casls
arc CXÉimincd (Ind rei'ieNI"ed at leasi annLialli' to ensure adequaie Lash 15 Éil'ailable for b()Ih
kno￿Th needs and to some de2ree unknoiim conlinoencies.
The Trusiees seek" 10 make the best possible use ot. the Charilies lI￿Lia1 r¢suur¢es.
RL'PUtational and Safeguarding
The Trustees adhere io the hig,hest standards of intCLFrili and e.XPL'Lt all m¢inbers ot- the
ProN'ince and en)plo!'ees lo do Ihe same. .4 register of iiiierests t.or ihe Trusiees is mai111ained
and kept updated. A contlict-ot-_interesl polic!. is in plaL¢ tor both Trustees and emplol'ees.
The Anglo-lrish Proi'ince has a compiehensii"e Child VulnLrable Adult Sat-egJuarding
Polic). booklet ii"hiLh lias lasl rev ieM"ed in September •0? l. Il'e are iiiembers ot"'fhe Rl'ligiious
Lite Sateguardino Ser%"iee.
FINANCIAL RE￿,lE￿
Ini'estmellt polic￿.
The Charil}- s inN'¢stm¢nts are manag'ed b!. Julius Bar and 14SBC Prii ale Banking,. There are
no re51riclions on Ihe Charill. s poM'er lo ini"est.
The ini'esimeni siraleg,). is sei b!. Ihe Truslees and considers income requirements. the risk
protile and the inN'eslmeni manaoer s I'le￿. of Ihe markei prospecis in boih ihe medium and
long terni.
Thc polic}, is lo maximise tolal retum. il'iihin a gii'en leiel ol. risk. through a dii.ersilied
ponlolio w"hilsi proi'idin&J a lei'el oA- ineome adi'ised b!. Ihe Trusiees trum lime 10 lime. There
is also dn Ethical Polici" precludiiTr(F ini"eslrnent in an!. conipanN' ii"hich. atter reasoiiable
enquiry.. clearl}. has signiticant protiis t-rom an actiN'it}' ii'hich is conirary, io Ihe objectii,'¢s ot"
the Congregalion.
In addition. our ini'estment manaLiers hai'e been mandated io conlinuallN- assess Ihe
EnN'ironmental. Social and Goi'ernance standards ot. Ihe companies li'e ini'esl in and ai'oid. as
t-ar as reasonabl} pos51ble. ini estingj in companies that do not share our ESG I"alue5.
The perlomiance ol- thc portfolio and the Chariti s ini estment strategj!" arc rei'iemed b! tlic
Trustees ￿'hO nomiallv meet ii'iih Julius Baer Iniemational quarterlK and HSBL I)ri¥'ate Bank
eN'ern' six Inoiiths.
IDN'e%tJnent perf()rmance
-I'he !'Lar to J l AULYUSI 20?3 il'as relaiii'el!. UllCl'Lniful from the poini of i'le￿. of ini'eslmeni
markets and there lias litile changje in i"aluL's oi.er ihe period al-ILr a ! ear ol. signiliLani Iosscs
in 2021122. oi'¢rall. in¥'¢sltncnl incotnc during the l.ear ￿a5 up £46..?k (10.6 % l at £483.?k
{£436.9k in prior I'earl. Hoii"ei'er. losses plus ini-estmenl manaLFer fees for the l'ear amounled
to £17i.9k compared io a loss ol- £1.1 ?8k. The oi erall inLome reiurn w.as +0.97°7o. This is
broadlN' in line li ith the ai'eragFe returns lor the charit% secior published bK' ARC (Asset Risk
ConsulLanls)- Their Sterlin￿, Cauiious model ponlolio shoiied a reiurn of _O.i70/0 and their
Sierlino BalanLed modcl -0.390/0. Thus: Ihc oi"¢rall ini'c5tm¢nt r¢lurn a¢hicN"ed sliihtl),
oulperfonned both measures.
10

SISTERS OF CH.4RITY OF JESLS AI%D IIARY A￿GLo IRISH PRON'INCE
"rRUSTELS' ANIIL'AL RF.PORT {tontinued}
FOR THE YEAR F.YDED 31 .4LC.LST 2023
The ini.'estment mana(Fers conlinued io ini'esi in accordance iiiih Ihe Trustccs ini'c51ment
polic!. set out earlier in the report and compl!" ￿'Ith (he ethical gyuidelincs bjii ¢n lo them. The
Trustees are sali%tied Mith thc perfonnance ot- Ihe ini-esimenis and remain happ!. that iheir
ini'estm¢ni obj¢clii'es are being m¢t.
Rcsults for the J'ear
A summarv ot"Ihe )'ear s results can be found in ihe Siai¢ment of Financial ALtii'itics.
During 202?1?3 total income reduced 10 £2.341 k from £2.489k in the prior N'ear. Ot the inL()me.
a l()lal ol. £ I.240k120?1.1??: £ l.O?Okl related io thL fee s receii.able and oiher inionic É)t- tlic
C.haritN s care home. A iotal ot" £?8ik i?0? I
??: £J_Okl li'as receiN ed b!. il'a! ot donaiions and
legyacies. Ini"¢stineni income and interest receii.able lotalled £i08k {?O?l 1??: £4.)8kl. A
property that bciame surplus to our needs li.as sold during Ihe l'ear and a gain of £298k 14.as
achiei'ed because the nei sal¢ proceeds e.xceed ihe book i-alue ot-lhe house.
Expendiiure ioialled £4.JOik Compared lo £) 644k' in ihe prior !'¢ar. Expenditure on thc
Chariti. s care hiime amoiinied to £1.78ik i?0? l 7?: £1.4.)7kl aiid thai inLurred un maintaining
the members ot- Ihe ConLsrebJaiion and supportin? them ID iheir pastoral iiork and minisirK'
amounied 10 £46)k i?O?I,
1??: £409LI. Grants paid in thc lomi c)t' oi'erseas iranst-¢rs. plu% an
alloLaiion ol. Goi'Lmanc¢ and Siipp()n c05lS. totalled £1.9i I k in thL ! ear comparcd 10 £66?k in
2021122. Of the oi'erseas iran5fers. £4110k M'as commiti¢d io support ihe buildinLJ of a ne￿. carL"
home for our Order in R￿.anda and £l.Olik io our Gencralatc in Brussels t() part t-und the
restoration of our Mother House. The remainder i%'as io fund the lii'ingi eosts ot our Sisters
residenl in Ireland.
Fees paid io the Charil). s inN'esimeni managyers duringv the N ear i%"ere £1 ?8k.
Nei expenditur¢ before gain￿]05$eS on ini'esiments for ihe N'ear ￿..aS a negatiN'e £1.964k
(2021,:2? a negiatii'e £1 iik}.
Fundraising
'I"he chariti has not made anN' lundraisino appcal$ 10 ihc public during thc l'ear and is unlikel!,
to do so in the lulurc. ThL're lias been ni) outsuurcid I"undraisinu i.la prolessional tundraisers ()r
other ihird parties. Consequ¢nilN'. Ihe Charil!. is noi reg7isiered i4.iih Ihe fundraisino regsulalor
and receii'ed no fundraisinbJ complainis ID ihe N'ear.
RESERVES POLICY AND Tr I%,A￿CIAl. POSITION
Going concern
Atier makinii ihe appropriate enquiries. the Trustees hai-e a reasonable expeclalion thai ihe
ChariiN, has adLquale resources to continue in operaiional existence lor ihe loreseeable t-ulure.
For this reason. thel eonlinue to adopi ihe going? concern basi5 in preparing) the tinancial
siatemenls. FurthL"r details regJardingT ihe adoplion of Ihe gyoing concern basi5 can be found in
the ac¢c)unting policies.

SISTERS OF CH.4RITY OF JESLS IlND.IIARY LNGLO IRISH PROI'"INCE
TRUS"fEES' ANNUAL RF.PORT Iconlinued)
FOR THE YEAR E￿,DED 31 .4IGLST 2023
Resen'es Polic).
The Charii!. caLTies out a dii.erse rangJ¢ ol- aLlii ilies and is responsible lor care and support ol-
Sislers iih05e aiLragFC a(Je is increasing and ii'hose needs are chan(yjii(J
The Truslees h(iN'e
examined Ihe need lor t-rec resern es i.e.. those unrestricted funds n(Il ini"ested in tanoible lixed
assels. desigjnaled lor speLilic purposes. or Othe￿I"1se coinmitled.
The Trustees consider Ihat. gFji"en ihe naiure ol. Ihe CharitN' s work and its comniitnients. Ihe
lei'el of free resen'es should be belii"c¢n une- and iiic)-i ears budgeied expenditure. The tree
resen'cs as al J l August 202) Ot- £ l ?
J6k fall SiL?nifiLanil!' shon ol. Ihis. I loii"ei'er. post N'ear
end Julius Baer liquidated £iOOk t-rom thcir inN"¢stm¢ni portfolio and are on siandb!, to liquidate
a t-urther £500k ai some lime during ihe current financial l'ear. Takingi Ihis inio accouni and ihe
non-reLuring? nalure ol- the eiceptional gJrants comtnittcd durin¥ 2022123 ihe Trustees are
5(Ili5fi¢d ih¢)' hai'¢ sullicieni cash io meei iheir commitnicnls.
Financial po51tion
The balance sheei shoii-s total resen-es of £?4.467k. ()f Ihis. £l.0•4k' Is represented b!.
properties and ()Ilier tangible IIiL'd asseis esseniial lor ihe suppon and ii"()rk ()I' the %isiers. All
tanLTible tixed assets used lor the support and ministn" of tnembers ot- the Congregiaiion tomi a
desig7naled fund equal lo ihc nci book i'alue of the tangFible fiiL.d assel5. In addilion. Ihe Trusiees
hai'e sel aside £?0.?07k to mect thc cost ot-Ih¢ care and ii'eltare ot'the Sislcrs in their retirement.
Atter Lonsideringj ihe £ I m uL- ini es(11)enis ihat hai"¢. or ii.ill. bc li4uida(ed ihe Trusiees arc of
the opinion ihe t.ree resen'es are adequate.
FL'TITRF. PLANS
The Trustees do not anticipale an), signilicani Change 10 the Chariti, or its actiN'itics ()￿er the
nexl Iw'o to til'e !"ears. 11 is iheir inlention lo continue lo tneei Ihe I"olloii'in¥ objectii'es..
To coniinue io care for Ihe Sisiers. M"hether ihe! lii"e independenil).. in coinrnunities or requir
full lini¢ car¢.
ro Lolliinue io support ihose Sisters i% ho aic able io cam" oui pasioral ￿Ork and minisir).
Focus ￿.]1] Loniinu¢ io b¢ oii'en io assistingT and Laring tor ihe elderl!. Ihe poor and th
margFinalised and reachingJ out lo a5 man!" as possible.
To continue to operale Siella Malulina Care Home and in particular-.
To proi'ide the highesi possible qualiti- of care for the residents in a diginified and
friendli. enN'ironmeni:
To aehieN'e ai'erage occupanc!. rales In eYc¢ss of 80 % ai Stella Malulina Lare I lome:
To attain higih Success rates in inspections Ca￿led out bs. Ihe Care QualiN C'ommission-
To continue the rolling, probFramme of refurbishment: and
To continue to emplo!- high qualilN- 5th1Yand ensure that the!. are g7ii.en appropriate and
relei'ani iraining.
To support ihe CongTreg?alion s ii'ork- oi-erseas and for ihe Trusiees io satisfi, themseli'e5 (hai
lh¢ lunds are applied lor their intended purp()s¢.
To monitor the needs ot- the Sisters as the!. Liroii" older and. it- necessar¥'. adapt the C harits- s
plans in respeLt ol- propert). needs and Ihe proi"ision ol. care lo elderl!. meinbers.
12

SISTERS OF CFI.4RITY OF JESUS AND 11.4RY ..INGLO IRISII PROI'IIK'CE
TRUSTEES, AYNL,AL REPORT (continued)
FOR THE YF.AR ENDED 31 ALGLST 2023
STRUCTURE, GOI'ERP*A)CE AND IIANAGEIIE)T
STRLICTLRE
The British Isles Proi"ince comprises 27 %isters iiho lii'e as part of8 Coininunilies. J in En(Tland
and 3 in Ireland. Llsualli. Ihere 15 an annual Ass¢mbl!' of all the Sist¥rs ihat are iiell enough i()
attend. -I'he mosl recLnt gFaiherino of Sisiers li-as held at Rosg,las Coni'enl in MonaslLrei'in.
Jreland in Noi ember ?02.3.
GON'ERNANCE
In iemis ot" Canon la￿. the Congregation Is goi'ern¢d at an internalional lei'el bl.. the Superior
General and her General Council in Brussels. Thei. are ¢l¢Lied ei'eTh' six l'ears at a General
Chapier or mccling ol" reprcsLnlalii'es of all pioi'inLLS Ot ihe ConLirtgTEltion. The British Isles
Proi'ince is LS0I'emed b!. a Leadership Team apwinied b!" tlie Generate. In terms ol. cii'il lam,.
Ihe C'haril!. is ¥oi'crncd b!" a TrustL¢ Board ii"hiLh is respon%ible lor appoiniing neKI" Trustees.
The Trusiees are members of (he CongyrL'Llalion ii.ho hdl'e a detailed knoi4"ledoe of the ii'ork of
the Charil). and ils siruciure. The TrusteL'S meel ii.iih the Congregation s Icgial. aLLouniing.
iniweslment. and propert! adi'isers as appropriaie.
The Trustees are uliimaieli. responsible lor ihv p()IiLies. aLlii ilies. and asseis ol. the Charilv.
"I"he)' meet quarterlN' 10 rci"i¢ii' dei'eloptnLnis li ith regiap rd to th¢ Charit!. and lis actii'ilies and to
niakt anN' important decisions. Il'hen neeessar%'. the Trustees seek adi'ice and also support from
th¢ Charit!. s professional adi'isers including sun'el'ors. ini'esiments manaoers. solicitors. and
accountanis. The da!"_io-dai' managTement of the Charil!" s actii"itiLS. and ihe iniplementation
of policies, is delegyaied io the appropriaie member5 of ihe CongTrLcJation or other appointed
siati..
The .1 rusiees aiiend lormal ir(iinin2 courses as considL'red necessarn. to fulfil their duiies and
are &ilso briet-cd on specitic mailers b!. Iheir pri)ILssional adi"isors.
There follo￿,5 brief biogjraphical infonnalion on each ol. the current Trustees.
Si$ter Elizabeth Roche
SislLr Elizab¢ih iau(?hi SLience and ReligTiOUS Education ai Si. Angjela s Coinpr¢hensiN'e Scl)ool
t-or ien l'ears. Hal'ing studied lor a masier s degree al Souihamplon Lnii'ersitN' she retumed lo
Ihe school and seTr'ed on ihe Senior NlanaLJcmeni Team. M here as Deput!. l.ILad Teacher she
had oi-erall responsibilits. for ihe Pasioral Curriculuin. During Ihis time and unlil JunL 199? as
a qiialilied Counsellor she also ￿"orked l-or a i'oluntan. organisalion. In the mid-eighiies she
'as involi'ed in faLilitatingF ihe amalgiamalion of iii'o schools (St. AnLTela s
?irls and St.
Michael-s
bol'sl iihich became The John Hcnrn. NeiiTnan School. In 1999 she ii'enl as a
missionan. lo P¢ru. South America. and ii'orked in Primar)" I lealth Care and Cat¢LheliLS.
In 1999 she ivas appoinied to Brussels ii-here she sern'ed on the G¢neral Leadership T¢am of
the Congregaiion lor six !¢ars until Aiiousi ?OOi She lias appoinlLd as a meniber ol. th¢
Proi'incial Leadership Team in ?006 and in Jul! 10 I O il'as appointed Proi'incial.

Sl&>TF.RS OF CII.4RITY OF JF.SI',S.4ID .%1.4RI' .4.NGLO IRISII PR()I'INCF.
TRLSTEF.S' ANNIIAL RF.PORT Iconlinue(l)
FOR THE YEAR ENDED 31 AbGLST 2023
Sister Illan. Ellen ()'Brie
Sistcr Lllarb. Ellen jniiied ihe Congregalion in 196). She trained as a Siaie Regislered Nurse dl
the l￿'bItt)ng1OD H05Pital in HighLyate. She il'as .klandgJer of our Care Home in Roxlc!. C ourt.
11 Illian.14¢rts. l.or l ? l'ears. She ￿a5 .4dniinislraior ot" Ihe Congregation s Hostel and Nursing
Home in Nlelboumc. .4ustralia. Iiiih l?0 residents. hal'ing responsibilit! and oierall
administralion and operation ol- Ihe horne ii-ith oi'er l 00 statl. for 8 l'ears. She spent 6 l'ears in
Peru. South AmeriLa. ￿"orkIng in PrimaTh' Ilealih Care. She li.as fvlalron ot-the Congregalion s
Nursing Home in Ireland for _ )'ears and thereafier li.as Proi'incial until 2 Jul! 2010.
Sister Rosili. illathei%'
SistL'r Riisill Nlathcii. an Indian b). nationalil!" and from ihe souihern slate ot- Kerala. ￿ as born
as the eldest child of sei.cn children.
She joined ihe Congregation of Si51ers ol. Charit!. of Jesus and MaTh' in the N"ear 1979. Hal'ing
completed ihe ReligJiou5 lonnalion. she pursuLd a leii l'ears of slud!" to cquip herself to Mork
in the field of accounis and financial manaeemenl. Il'ith ihe eNpcrience of beingi an dccouniant
in sei'cral instiluiions ol. Ihe Proi iniL. she isas appoinied Proi iiicial Bursar in ?001. L urrenilN'
she is in the Generalate as ihe General Bursar of ihe C()ng>reiJation.
Sister Patricia Jos¢
hine Callauhan
Sister PairiLia Josepliine Callablian joined the Conbyregiation in 1960 as a qualitied ieacher and
speni lii'enl}' )'ears as Head Teacher of a Diocesan Priman. J.M.l. School. She ￿'aS
subs¢quenilN' appoinied Proi incial Bursar in 1990 and reiired t.rom this posl on 30, June ?007,
beinb? replaced by a laN' Bursar.
ister Philomena F.nrioht
Sister l)hiluniena Enrigh( joined ihe Cungjregyaiion in 1960. She trained as a TeaLher in
Roehampion Inslitul¢ ot. F.ducaiioll dnd Ihen iaugihi in Holl!. Moiini l_anLashire. LeTchii'i)nh.
and Dei'on M'herc she lias HeadmisifLSS. FolloiiiDgF Ii¥"cnl!"_oni Nears ()I' te<2Lhing Sisier
Philomena opted lor a changFe ol- IlinistTh' and trained as a Nursc in Sussex DoKins SLhool ol.
Nursin&J. ￿'here she enjol'ed eighieen l'ears ot- Nursingy in an acuie Disirict General Hospiial
until hcr r¢tiremenl in 2008. On retiremeni Sisicr Philomena m(ii'ed l() Ireland ￿'here she is
Lurrentl} LolliaLt person. Shc is aLtil'LI!" ini"oli"¢d in the local Coinmunit! ii'heri she is
meniber ot- Ihe Parish CoDimitÉee and co-ordinaior ot"The Children s Liiurg)!..
Sislcr Philomena 15 also a trained i oluni¢er i%'iih the local Ciiizens Inlorniaiioii Sen'icc. The
Ciiiz¢ns Int"orn]ation ScTh"ice is t"ree. conlideniial. independeni. and prii'ate and is ai'ailablc 10
the public.
Sister Kathleell O'connor
Sisier Kathleen O'connor il'as iK)rn in Co. Laois Ireland. Shc.joined the Sisters of CharilN' of
esus and Nlan. in 1964. Hal'ing completed relioious studies. shc pursued a Lareer in nursiiig
in Londi)n. In (he mid-sei"enlies shL reiurned lo Mi oore Abbei. Ireland and did turther studies
in the lield ol- Special and addiiional needs of people ii'iih inlelleciual Lhall¢ngTes. Slie lal¢r
obtain¢d a diploma in clinical nursL" iealhin?. Iii Ihe 1980.5 she ilas subsequenil!. appointed as
Director of a largje residential and comniunit!"_based Sen'icLS and also ChairpL"rson ot- the
Board of ManagTement ol- Si Man. s Spicial SLhool. Deli'in lor some N-ears. Currentl!. she is a
member ot. Ihe Board of Management. She m.as a In¢inber of the ProN'incial Leadership Team
and Siiperior of ihe local SCJ.M communit!..
14

SISTERS OF CEI,IRITY OF JESL'S.4.ND .IIARTr' A.)C"LO IRISH PRON'IJCE
'rRUSTEES' ANNUAL REPORT {¢ontinlledl
FOR THE YEAR E)DED 31 .4ITGLST 2023
She ￿'aS appointed as P&sloral Support CoordinaioT for the SCJM.:.Muirlosa Sen'ices in 2006
and pre5enilN" Communii!. Coordinator t"OT the SLJ.Kl Sisters in Ireland.
Sister Ann Dci'iDc
Sisier Ann il'as born and raised in count!.. li'eslmeaih in Ireland ihe eldesi of a famili.. of six.
She joined the Sisiers ot CharilN' ot" Jesus and Man. in the mid 60's and folloth'ing tii'o and a
halt-vcars of Religious t"onnaiion folloiied a career in nurse education in London. In the earli.
70,5 she li.as appoinied as coordinalor of a resideniial unli for childrill M'illi mild learning
disabilities and ii"orked as a InciiibL"r of a muliidisciplinaTh' team. Hai'inLI compleied t-urtlier
nursing siudies. she set up and managed a preschool car¢ unil t.or Lhildren i¥'iih modcralL'
leaminbJ disabilities and multiple special needs. Sisier Ann ii'orked there for t-our N'ears. %he
'as app()inted b! ihe Sisler Proi"incial lo join a parish ieam in inner cit!" Ilublin io suppon and
'ork ii.iih SQLidllN" disadi aniaL)ed l'oung peoplL' dnd thc honieless. Later she il.as ini'itLd b!. Ihe
Midland Healih Board and the Sisters of Charii!. ol- Jesus and N.laTh' and ih¢ IoLal Parenis and
Friends Association to sct up a sen'ice for adults ii.iih inielleLtual disabilities lo turthL"r their
education and create opportunities lo enable them to lii-e happi. and fullilled lii'es. Sister Ann
is Lurrenil}' a member ot. Ihe Pasloral Support Team for the Iluiriosa sen.iccs in Ireland.
Sister Eileen O'connor
%isier Eileen laught tieogTraph!'. SoLio102!' and ilas Head i)I' Relioious Siudes aiid Careers oi'er
a period ol- ten } eais di Si FranLiS Collegje. belore inby io Birniingjhaiii to do a masier s in
theolog?!.. Here she ii'ork¢d in a i'oluntaTh" capacil!. in Chariiable Centers. M"iih RefuL?ees (for
three l'ears) and Vulnerable 11,-omen (for filieen i'earsl. Presentl!. she is Hospiial Chaplain at
t￿.0 cit). hospilals for three da}'s a ii'eek. il'ork she finds reNI"arding.
KF.Y MANAGE)IEiNT PF.RSONNEL
The followingi la!.. stslT supp()rt ihe Trusiees..
Ir. Alan Kin
-41an is a reiired banker ￿'11h oi'cr 30 N'ears eiperience M"iih FISBC Bank. In 1976 he obtained
Th¢ Inslituie ot- BankLrs Bl4 nkino Diploma and li.as elected an Associate ot- thL' Institute. He
has held sei'cral %enior manab)ement positions in boih corpirate and r¢tail bank. in&,, inclLidiiig'
managJinLY a business unil ii.ith a budgJel of £ l Om and 140 staff.
His pr¢N'ious N'oluniaTh' ii.ork includes adi'ising
local g70I'ernmeni on economic issues and he has
been a g7oN'ernor ol. t￿.0 secondars. schools. Alan
has a keen inierest in the eni'iroDmL'ni and in 201 ?
i%'as aw'arded a Bsc (Ilons) in Eni"ironmental
Studies bN' the Open Lnii'ersits.. He repons io
Sister Eli7abcth RoLhe. his line Managcr. and is
aecouniable to ihe I'ruslees.
tdu
4LI
Mrs. Da)In Nl'ard
Th¢ da!'_tu-da!' r¢sponsibilii!' t.or Si¢lla Klatulina Care Hom¢ in Ansdcll. Lancashirc is in the
hands ut. tlic Rcb?iStered Care Nlanabjer Klrs. Dali n li-aid. Daiin lias appoinicd the RegTlStertrd
Care Maiiagyer in Februarn. 7018. Daiin oi'er 30 l-ears eiperien¢e caring> t-or (he eldL'rl!'.
Prior lo ji)iniiig us Daii"n w'as the Rcgi51eied fvlanager of anotlicr care home in Ansdell.

SISTERS OF C14,IRITI' OF.IESI'S AND JI.4RY A.NGLO IRISH PRON'IJCE
TRUSTLLS, ANI%UAL REPORT {¢ontinued
FOR THE YEAR ENDF.D 31 .4L,GLST 2023
ement Pai"
'l-Ii¢ "Irust¥¥S rel'ie￿. paN" annuall!" lo take into consideration CPI and ￿'a￿Te inllaiion.
Perforniance rei'ieii's t.or ke!- manao¢meni are conducted b!. Iheir line managier bul there is no
perSorman¢¢ relaied paN'. Froni limc-to-iime pa!" is bcnchinatkcd againsi secliir pa! SLal¢s.
STATEMEINT OF TRLSTEF.S' RESP()NSIBILITIES
The Trustves ar¢ responsible for preparinLI the Tru51ces repon and the financial %iaieni¢nis in
accordance iiith appliLablL laii and Lniled Kingdom .4cLouiiiinu Standards IL,nii¢d Kiiildom
Generall). Accepied Accountingj Practice).
The la￿. appliLable io charities in Eng11( nd and Il'ales requires Ihe Trusie¢s to prepare tinancial
stateinents t.or each linaThLial period iihiLh gli e a ttu¢ and tair I'le￿ ol. the Charii! and ol- its
incom¢ and dpplicaiion of resources. for ihal penod. In preparing the financial staiemenis (he
Trust¢es ar¢ required io:
Select suitable accounlino wlicies and then appl!- Ihem consislenilN':
ObseThe the mcihods and prinLiples in the Charities SORP (FRS 10?):
Make judgjements and accountingj eslimates Ihai arc reasonable and prudeni:
Siaie i%'hether applicable L.K .4ccounling Siandards (FRS I O? I hai'.e bLen followed,
subjcci io an). tnaierial d¥partures disLI()sed and cxplained iii ihe linancial siaieinenls:
Prepare ihe finanLial siaiemenis on ihe gJoingy concern basis unless it is inappropriaie 10
prcsume that ihis basis applies.
The Trustees are responsible for ensuring proper accountingj reLords are kepl IN'hich disclose.
with r¢asonable accurac! ai an). time. Ihe linancial posiiion ot Ihe Charili. and enable them to
ensure that the linancial stalem¢nts compl!" ii.iih the Chariiic5 Acl ?01 l. thc CharitN' I.QLLuunt
and Reports) Regulations ?008 and ihe Trusi D¥cd. "fhe!- are also responsible lor safeg)Udrding
the asse15 01- Ihe Charit!. and hence l-or iakino reasonable sieps tor the pr¢N'eiilion and d¢te¢iioT]
of error. traud. ¢md other irregulariiies.
ApprO￿.¢d b). the Board ot-Tru51e¢s on
20?4 and sioned on its behall"
Sister Elii.dbeth Ro¢he
(Trusteel
Sister l¥lan, F.Ilen O'Brien
{Trusiec}
16

SISTERS OF CHARITY OF JESL"S AI%D 11.4RY.4)GLO IRISH PRON'I.T%CE
REFERENCE .4ND ADMINIS'I'R.4TIO.N DE'I'AILS
FOR THE YEAR ENDED 31 .4[IGL'ST 2023
REFERE)TCE AND ADNIINISTRATII:E DETAILS
Tr"ull .Name:
Thc Bn115h Islcs Proi'iT]ce ol. the Congiregialion of Sisters of
C'hariii ot Jesus and Nlar
Address:
Proi'incial Hou.£e
108 Sprin,, Road
Letchis"orth Garden CilN'
Flertfordshirc SG6 JSL
Charity .Number:
?jl?6?
Governing Instrunien¢:
Trusi Deed dated 18 Januarn 1967
Object:
For SilLh ehariiable purposes i¥.hich adi.anee Ihe religJious
and other charitable purposes t-or the time beincy cai'ried on
b! or under Ihe dir¢ciion ot"Ihe CongregJaiion.
Congregation Leader:
Sister Elizabeih Roche
Trustees:
Sister Mar%, F.Ilen O'Brien
Si%ler Philomena Enrighi
Sister Patricia Josephine Callaghan
Sisier Ann D¢i'ine
Si%iei F.Ileen O'connor
Sisier Kaihleen O"Connor (Appoini¢d on 2) JanuaTr 202))
Sisier Rosili Nfaihunn}' (Apwbinied on 25 January, 2023)
Sisier Elizabcih Roche
Bursar:
Nlr. Alan King
Solicitors:
Poih¢Lar)' Il'itham 11:¢ld
84 Eccleston Squarc
Pimlico
London Sll"IV I PX
Auditor5:
HaTr'smacinli're l.LP
l O Qu¢en Sire¢i Place
London EC4R IAG
17

SISTERS OF CHARITY OF JESL s.￿ND,￿ARy ANC.LO IRISH PRnl'lNCE
REFERE.YCE A.YD ADIIINISTRATION, DETAILS
FOR THE YEAR EYDED 31.4L,GLST 2023
Ini'e5tmenl .4di'isers:
Julius Bar Internaiional
I Si Nlartins Le Grand
London EC IA 4.4%
FISBC Prii'ate Bank
Cork Sireet
Nlai"lair
London IK'IS 3LJ
Named Charil).
Correspondellt
Mr. D J Clark
1st Floor. Church House
61 C()Ileoe Road
Bromle!. BRI JQG
Named Trustee ii'ith
Charih. Commission:
-Sisier Elizabeih Roche
Pow'ers of Ini'e5tment:
Monies mai. be ini'esled in ini'eslmenls authorised bl. 1aM. for
Ihe ini"esimenl ol" Irusl lunds: Ihal is. Ihe proi'isions of. lh¢
Truste¢ Aci ?000 applies.

Independent auditor's report to ihe Tru_siees of Sisiers of Charii!. of Jesus .Man', An%lo-Iri%h
Provinee
Opinion
li.'e hai'e aiidited the tinancial stat¢ments ol-sisiers of Charili. ot-jesus ￿1nd Ilan.. .4nolo-Jrish Proi'ince
(the 'chariii-I lor the l'ear ended JI .4u&Just ?0?"
-J. ii"hiLh comprise ihe Statemeni ol- l.ina11Lial
ActiN'ities. the Balance Sheel. Ihe Statcnicnl ul-cash Floii's. dnd ihe relaied notes. Including a bun)marn'
ot signiticant accounting policies. The financial reportinL frameii'ork thai has been applied in their
preparation is applicabl¢ l(114" and Lniied Kingdom Accouniing, Siandards. includinb Financial
R¢porting 8iandard 102 The Financial ReportinL Standard applicable in the UK and Republic of
Ireland {I;.nitL.d Kingdom Generalli ilicepied ,KccountinL, Praciice).
In our opinion. Ihe financial siaiemenis..
LJjl'e a true and fair i-ieii" of the state of the charits. s affairs as at 31 AugTU5t 202i and of the
¢hariti' s n¢i nioi"emeni in lunds lor the l'ear ihen ended-
hai'e been properl!. prepared in accordance ii-ith Llnited Kingdom (ieneralli. Ac¢L"pl¢d
ALcounting PractiLe: and
hake been prepared in accordance ii'ith ihe requirements of ihe Charities Act 2011.
Basis for opinion
I￿e Londucied our audii in accordanLe ii.ith Inlernationdl Siandards on Audilino (UK} IISAS ILIK11
and applicable laii.. Our responsibililics undcr those standards are lurther described in the Auditor s
re4p()nsibililie5 lor the audii ol. Ihe tinanLial statements seclion ol- our rep()rl. li'e are independent ot
the charil>' in accordanLe th'iih lh¢ ethical requiremeiits thal are relei'anl lo our audil ol. Ihc IinanLial
staiemenis in Ihe Uniied Kingdom. includingT Ihe Financidl Reportin&F L uunLiI s E"IhiLal S(andarLI. and
'e hai'e fulfilled our other cihical restx)nsibiliiies in accordance ii-iih these requiremeiits. 11 L bL.IiLN'e
thai th¢ audit ¢i'id¢neL' N%e hai e obtained is sullicienl and appropriate lo proi.ide a basis lor our opinion.
Conclusions relating to going concern
In audiiing ihe tinaiiLial stalenienls: i4'e hai'e concluded thal the Trustees use of the going conLern
basis ot-accountingJ in the preparalion of Ihe linancial siaiemenis is appropriate.
Based on ihe ￿'ork M'e hai'e pertornied. Nie hai'e noi ideniilied an% maierial unceriainlies relating to
¢i'ents or conditions thal. indii'iduallN" or colleciii'eli.. mai" casi si¥initicani doubi on ihe charit} s abilil)"
(O Lon(inue as a gioing) concern for a period ol-at Icasl Iii'eli'c monihs fron) ii'hen ihe fl112L ncial slalLIIILnls
are auih(Iris¢d lor issue.
Our responsibilities and Ihe responsibiliiies of the Tru5tecs ii'iih rcspcci io g¥oing' cc)ncem are described
in the relei.'anl sections ot. this rLport.
Other information
'Ihe other intormaiion comprises the infDrni21ion included in Ihe Trustees Report otlier than the
linanLial statements and our Auditor s report thereon. The Trusiees are responsible tor the oihcr
int-omialion conlain¢d M'iihin the Annual report. Our opinion on ihc financial siaiements does not coi'er
thc othcr inlomialivn and. ¢XLepi io Ihe exieni oiheni'ise eipliciil!. statcd in our report. H"e do noi
e.xpress any t-onn ot-assurance conclusion ihereon. Our responsibilil!. is lo redd the oihLr inlomiaiion
and. in doing7 so. considLr i%'heihcr ihe oiher infonnaiion is maleriall!. incoiisislenl %%'lth ihe tinancial
statements. or our knO￿.ledge obtained in the audii or otheni'isc appears to be materiall), missiaied. It.
'e idenlifN' such maierial inconsisiencies or apparenl material mis5taiemenis. Il'e are required to
delemiine ￿'hether there is a malerial mi5slalemeni in ihe linancial siaiemenls Ihemseli'e5.11'. based ()n
th¢ w'ork H'e hai'e pertonned. ii"e LonLludi thal thLr¢ is a m¢ll¢rial misslalement ol- this i)Iher
inlormaiion. M'e are required 10 rewn ihai faLI.
19

Indtpendent auditor's report to the Truste￿ Sisler5 of CbarilTr" of Jesus and Marn.. An%ltsvIrish
Proi'inLe
We haN."¢ nothing to report in thi5 regyard.
Matters on hich M"e Are required to report b!. exception
We hai'c nvthing? to report in respect ol- IhL' lulloming, matters in relation io ii,hieh ihe CharitiLS
{Accounls and Repoi'ls) R¢Liulaiion5 *008 requires us lo rLPOrt to l.ou If. in our opinion..
lh¢ infomiiilion gii-cn in the Trustee s report is inconsisteni in anN' material respecl iK'iih Ihe
tinancial statemenis: or
sullicienl and proper accountin(J rccords hai"c not been kepl- or
Ihe charil). tinancial statements are nol in agreen)eni ii-ith ihe accounling5 record5 and retums:
or
'e hai'e nol receii'ed all ihe information and explanations li'e require for our audit.
Respon%ibilities of trustees for the financial statements
As giplaiiied iii()r¢ lullN' iii lh¢ TruslCCS resp()n%ibiliiies 51aiement. the Trustecs ar¢ responsible tor th¢
preparaiion of the linancial siaiements i%"hich gyji"L a irue and tair i ieii". and for such iniernal Lontrol as
the Trustees detemiine is neLL"ssarn' lo eiiable the preparaiion of fin￿¢la1 statenients tlial are t.ree Irom
material missiatemeni. 14 heiher due 10 Iraud ur error.
In preparing lh¢ financial stalemLnis. the Trustees are responsible l.or assessing) thL charili. % abilil!. t()
L()lliinue as a gioing concern. disclosino. as applicabli. mallers rilat¢d to Lioino c()ncern and usii)g the
goiniF concem basis ot. accounting unless ihe "l-ruslees Liiher ini¢nd to liquidaie Ihc chariiN' or 10 Lease
operations, or hai'e no reali51iL altemalii'e bui to do so.
Auditor's re%ponsibilities for the #udit of the financial slateJDenls
We haN'e bLLn appi)iiitLd as auditor under seciion 144 of ihe Charities Act 2011 and report in
aLcordanLe i¥"iih the Act and relei'anl re?ulalions made or hal'ing clleci iher¢under.
Our objeclii'cs are lo obiain reasonable assuranle about ii'heiher the financial siaiemenls as a ii.hole
are tree Ir()m material misstaiement. iiheiher due Lo t.raud or error. and lo issue an Audiior s report
thal includes our opinion. Reasonable assurance is a high lei-el ot assurance. bul is nol a gjuaraniee that
an audit conducied in accordanLe ￿'11h ISAS (LIKI M'ill alii'al's delect a maierial mi551atein¢iil ￿'hen it
exists. fvIis51ai¢ments Lan arise Irom Iraud ()r error and are considered maierial it-. indii'idu¢illi or in
thc agy&iregiate. Ihe!. Lould reasonabl!" be expecled io inlluence ihe L'LonoiniL dcLi%ions of users tak'cn
un ilie basis of tliese Iinancial slaiemenis.
Irrebjularilies. kncluding fraud. are insianLe% ol" Iion-Lompliaiice 11 ith la￿"$ and rcgTulaiions. WL desigyn
procedures in line ii.iih our responsibili(ies. outlined aboi"e. 10 deleei material mis£tatenienis in rcspeLI
ot- irregiularilies. including traud. The exteni to ii.hich our procedures are capable ot" dele¢ling
irreg)ularities. includingJ t.raud is delailed b¢loii'=
Based on our understanding of the charii!, and th¢ eni'ironm¢nl in il'hich it operates. and through
discussion ￿'11h the 'frustees and other mana¥pement las required bi. auditing¥ standards). K¥e identitied
Ihal the principal risks of non-compliance ii-iih laii"s wid reoulalions. related to salLLTuarding'
regulations, anti-bribcrN'. care qualil!. commission compliance. emplol'ment laii" and tayes and CharilN'
lai¥.. and ￿'e considered the L.xient to ii"hiLh non-complidnce might haie a niitierial et'leci on ihe
tinancial siaiernenls. li e also considered Ihose laii's and re(Fulations that ha￿e a direcl impact on the
preparalion ol- the tinancial siatemenis such as ihe Chariiies .4LI 701 l and ihe Charilies SORP (FRS
102} and other relei'ani charii!" Icbjislaiion. M e conimunicalcd identitied laMs and re¥sLilaiioiis
througyhout our i¢am and rLmained alLrt to ani. indicalions ol- non-LoniplianLe IhrouLJhout tli¢ audit.
20

In(lepeDdent auditor's report to the Truslees of Sisicrs of Charits. of JvDU5 Ivlarn. Anglo-lrish
ProNince
We ei.'alualcd Tiusiees and managcni¢nl'S inienlii'es and opportunilics for fraudulent manipulation of
th¢ financial statements (including the risk of oi-erride of conlrols) and deiermined that the principal
risks ii.ere relaied 10.. rccognilion ol" income. wslin¥ iiiappropriaie.journal enlriLs t() Increase rei enue
or r¢duLe expenditur¢' and manab?ement bias in accouniino estimates and judLFemental arcas ot. the
tinanciJl sldleTnenis. Audit procedures perlormed b!. Ihe eiiLiag7ciiicnt leani inLluded-.
Rcading minutes ot-meeiinos ot"Ih05e charged ii'iih goi'emance.
Discussions H-ith manaLJ¢meni includinLT considL'raiion of knO￿Tr or su5peeied Instances of non-
compliance ￿'1th laii's and rL'gulaiion and t-raud-
Challengino assumptiuns and judgemenis niadv bi management in thcir critiLal acLouniing
cslimaies.
Assessment of identified fraud risk. factors.
PciLurniing' anall'tical proLedurcs 10 identifi. an!*. unusual or unexpected relationships. including
rLldied part￿. Iransaclions. Ihdi ma!. indiLate risk5 of niaierial misstatenieni due io fraud.
Confirmaiion ot" related parties ii'iih manaL)emenl. and iei'ieii. of transactions ihroug,houl the period
to identit!, an!. previousl!. undisclosed transactions H"iih relaied parties out5id¢ the normal course
ot- business
Rei'ieii, of signiticant and unusual trdnsactions
Identitl'ing? dnd tesiing journal entries. in particular manual enirkes made at the N'ear end lor linancial
stalemeni preparaiion.
Because of the inherent limitaiions of an audit. Ihere is a risk Ihai iK¢ ii'ill not detect all irregulariiies:
includingy those leadingF io a material mi5Statemeni in the fiinancial siaiemenls or non-Lompliance i¥'iih
regyulation. This risk increases the more ihai compliance i4.ith a laii" or regiulation is reinoi'ed Iroin ihe
events and IransaLlions relleoied in the tinanLial staiemenls. as lic Ni ill be less likel}. lu bcL(iime ai¥ar¢
of inslaiicc5 01- nun-compliancc. Thc risk is also gir¢ateT regarding irregyularities occurring due to fraud
raih¢r than error. as fTaud iniToli'es intentional concealmenl. for&iery'. collusion. omission. or
misrepresentation.
A further descripiion of our responsibiliiies for the audil ot" the financial slalL'm¢nis is located on Ihe
Finanlial Reporting Council-s ￿ebSite ai-. MiiTri'.t"rc.or
.uklaudiiorsrL'S
onsibilities. This description
tonlls part of our auditor s rewrt.
L,5e of our report
This report is made solcl!. to ihe charily s Trustees. as a bod!.. in accordance ii'ith seeiion 144 ot- the
Chariiies Act 2011 and rLgulations made under section li4 of ihai Aci. Our audi( ￿Ork has been
undL¥rtaken so ihat li'e migThi siaie io ihe charil!"'5 Trus(ees Ihose Inall¢rs ii"e are requircd to siaie io
them in an .4udilor's repurt and tor no other purpose. To ihe tullesl cxteni penniiied b!. laM'. w.e do noi
accept or assume responsibiliiN' io anl-one oiher Ihan the charit!. s Trusiees as a bod), for our audit
work, tor this r¢port, or t.or the opinions ￿"e ha¥'e tormcd.
Hai'smacinh're LLP
Si<iiuiofN' Jludiiors
10 Queen Streel Place
London
EC4R IAG
Date: 26 June2024
20?4
Haysmacint)'re LLP is eligible io act as an audiior in lemis of seclion 1212 of the Companies Aci 2006
21

SISTERS OF CFIARITY OF JF.SLS IIND NI.4RI' tlNGLO-IRISII PRC)N"INCE
STA'fE,NIENT OF FIINANCIAL ACTII'ITIF.
FOR THE YEAR F.NI DED 31 AL,GLST 2023
Total
2023
Total
2U22
IIICOIIIF. from
Grants: donalions. and legpacies
?84.925
319.974
Charitable actii'ities - Care Home Residents l.ees
1.239.712
1.019.972
Other trading aciii'ilies
R¢nls receii.'able from eharitable-use properties
lemporaril!. surplus to operalional requiremenls
10.800
10.799
Invesimenls
508.147
4J8.311
Other income - Surplus on disposal of iangible fi.xed
assets
297.i44
700.105
Totgl Income
2.341.128
?.489,161
F.XpEl￿DITuRE on
Cost of raising, funds - Invesiment Managemeni fees
1 ?8.430
l i6.046
Charitable actii'itie5
- Care Home
Support of memb¢r5 of the Congregalion and their
ministry
Granls paid
1.781.914
46? 709
1.437.346
408.6)8
1.9)] ?64
66? ?)5
4.176.887
2.508.? j9
Total expenditure
4..30i.317
2.644.705
Net txpenditure before losses on ini'¢5tments
11.964.189)
115i.144)
Othcr recognisedlosses
i ei losscs 011 ini'esiiiienis
(175.94i I
{1.127.8i9)
Net moi'ement in funds
{2:140,132)
(1.283.OOi)
22

SISTERS OF CHARITI. OF .IESLS ASD
MARY ANGLO-IRISH PROITI,NCE
STATEMENT I)F FIryAT%CIAL .4CTII'ITIES
(continued)
FOR THE YEAR EYDED 31 ALGLST 2023
26.606.84?
?7.889.84j
Fund balances broughi foni'ard ai beginning of l'ear
(? 140.li?I
(1.283.00))
Net moi'emeni in funds
Total funds carried forni8rd at end of )"ear
£?4.466.710
£26.606.84?
The StaiLment of Financial Aclii'ities includes all gains and losses recognised in the K'ear.
There ￿'¢re no discontinued operations or acquired opcrdlions duringj the Lurrent or the preceding, year.
The noles on pagJes ?9 10 41 form part of ihese financial sialements.

SISTERS OF CHIIRITI. OF JESLIS A)D 11.4RY
ANGLO-IRISH PRON'INCE
BALAISCE SHEF.T
AS AT 31 AUGUST 2023
2023
2022
l%"otes
FIXED ASSETS
13
3.024.21
3.171.83i
INVESTNIFNTS
14
20.206.921
20.474.640
?3.231.132
23.646.47i
CLRREINT ASSL"I S
Debiors
Shon-iemi dep051ts
Cash ai bank and in hand
li
7j.jl?
-8?8.177
549.716
126.016
437.213
2.8? j.462
2.4il.35i
3.-i8.).691
C.RF.DIT()RS:
Amount5
falling (lue ii'ithin une i ear
16
(632.091)
{159.6J8)
NET CURRENT ASSETS
-819.?64
-3.2?4.053
TOTAL
CI."RRF.P*T
LIABILITIES
ASSETS
LESS
25.050.396
?6.270..i?8
CREDITORS:
Amounts
fallin% due after more tban ODe
l'ear
17
{58.).686)
{263.()861
NET ASSETS
?4.466.710
?6.606.84?
FLII%DS
Gcneral
DesigJnated
Reiirement Fund
Fixed Assets
.2i5.i78
2.960.)67
18
20.206.921
J.024.?11
20.474.640
3.171.835
2J.-Jl.132
2.3.646.475
TOTAL FtillDS
19
24.466,710
26,606.84?

SISTERS OF CHARITY OF JESLS AND IIARY
ANGLO-IRISH PROVIINCE
BALANC.E SHF.F.T (continued)
AS AT 31 ALIGLST 2023
The financial st(itemenlS 11-¢re approi'ed and auihorised for issue b!. Ihe Trusiees on
and sigJned as auihorised on their b¢halt' bv..
£. /( /,
Sister Elizabeth Roche
Trustee
Th¢ notes on pages 29 10 41 fonn part ot"Ihese financial sialemenis.
25

SISTERS OF CHARITY OFJE5LTS ATriD MARY
ANGLO-IRISH PROITINCE
CASH FI,0￿ STATEMEP*T
FOR THE YEAR ENDEDJI ALC.L,ST21123
2023
2022
Cash flom's from Operating.4ctii'itie5
Nel cash ouiflow. from operaiing actii'ities
(1,824,744)
(1,140,712)
Cash flo￿"5 from ini'estln2 actii'ities
Dii'idLiids and inierc.st t-rom ini'esimLnis
Receipts trom sale of fixed assets
PaN'menis io acquire fixed assets
Pa)'menls tu dcquire ini esiments
Receipts from sales ot. ini"estmenis
508.147
JSJ.711
li9.7?1}
(10.9)8.111?
I1.0?9.9)8
438.311
90?.(161
(18.?fj01
(10.118.995)
10.2ii.187
N¢t Cash proi'ided b!" ini"esting actii Aties
944.91.1
1,4i8,314
Change in cash #nd cash equii'alenls in l'ear
{879,8.12>
317,602
Cash and Lash equiN'alents ai I S¢plember 2022
3.2i7.67i
2,940.073
Cash and Cash equivalents at i l August 2023
2,377.843
-1,247.675
The notes on pagyes 29 to 41 t-orni part of these financial stalcments.
Notes to the Cash Floii. Stat¢tnent
A. Reconciliation of net moi'em¢nt in fund5 to llet cash floM' from operating actii'ities
2023
2022
Net moi'ement ill funds (as per the S¢atemeDt of Financial
Actii'ities)
(2.140.1 J2)
(1.283.003)
Adjustments for
Losses on ini'estmenis
Div idends and inieresl Irom in￿esIm¢￿t$
(Gains) on disposal ot- ti.xed asseis
Depreciation
Delrease in debiors
Increase in creditors
17i.94J
li08.1471
1?97.i44)
100.178
1.1?7.859
(438.311)
(700.1 Oi)
96.)68
14.656
41.6?4
79? 4))
Net cash (used in) operxiing actii'ities
{1,824,7441
1,140,712)
26

SISTERS OF CHARITY OF JESLS AN'D %IARY
ANGLO-IR15H PROVINCE
CASH FI.011 sTATEMF.￿T
FOR THE YE.4R E￿IDED 31 AUGL"S-1" 2023
2023
2022
B. Anal1'515 of cash #nd cash e4uiI'al¢Dts
Cash at bank and in hand
Short-tertn deposils
i49.716
1.8?8.127
2,8? j.46?
Total cash and cash equii'alenls
2J77,843
3,257,67S
C. AnalTr'515 of changes in net eash funds
September
2022
Cashfloii's
202_3
Cash al bank and in hand
3.? j7.67)
{879.8.)
?.j77.843
Total cash and tash equii'alenls
3,2i7,675
{879,8_12}
2,-177,843
27

SISTERS OF CHARITY OF JESL.S AND %IARY
ANCLO-IRISH PROVINCE
'OTES I'O THE FINANCI.4L STATE,11ENTS
FOR THE YEAR ENDED31 ALGL'SI. 2023
General information
The Sislers of Charity of J¢sus and Marn. is an unincorporaied charit!" in Eng>land <ind 11.'31es. M iih ihe
eharitj. regTiStration number ? j l 76? ThL reoistered office is Proi'incial Hous¢. 108 Sprino Iload.
Lcichii.'orth Garden Q"it!'. H¢rtlordshire. SG6 iSL. The principal objeLtii'es ol. thL ihdl'ill ari s¢t out
i¥ithin ihc Trustees Repon. on Pd¥Je l.
The prinLipal accounting policies adopted. judLFements and ke!- sources of estimaLion uncertainiTr in
thc pr¢paiaiion ot the accounts are laid oui beloii".
Statement of complianee
The tinancial statements hai'e been prepared in accordance ii.iih Charities SORP IFRS In?
Accountingi and Reportin&y b!. Charilies= Siai¥mcnl of Rccommendcd Practice applicable io charilies
prepdring th¢ir aLcounts in accordance li ith ihe FinanLial Rep()rtin& Siandard appliLable in IhL. UK
and Republic ol. Ireldnd {FRS I O?) and the Charities ALI ?01 I.
Th¢ LharilN meets the dLtinition ot. a public benetit ¢niil!' under fRS I O? Assets and liabilities ar¢
initiallv recogjnised ai hisiorical cosi or tran￿CtIOTh i'alue unless oiheNise slated in ihe relei ant
accounting polic!..
The acLounts arc presenlcd in sterling and are rounded to the nearest pound.
Critical accounting estimates and areas of judg¢menl
Preparation ot" Ihe accounis requires ihe Trusiees to mak.e sioniliLani judoemLnis and es1in)ales. The
items in the acLounis m.here ihese judgemenls and estimates hai e been made include:
esttmatin&J the economic useful life ot-tangyible ti.xed assets.
Assessment of going concern
Thc Trusiees haie assessed iih¥thLI the usc of ihe gyoingy Loncern asSUlilPtion is appropriate in
preparing these accounls. The "frnsiees hai-e made ihis assessmL"ni in respcci of a pL'riod of onL> l'ear
from ihe dale ol- Jpproi'"al of ihese accounls.
The Trustees of ihe charili. hai'e conlluded thal (here no maierial uncertainlies relaled to ei'enls or
onditions thai ma). cas1 Sl2niticant doubt on ihe abilit!. ol. the charil!. to c()niinue as d goino c()nLern.
The -l-ru5tees are of the opinion ihai ihe Lhariii ii.ill hai e sutTILieni resources lo Incel ils liabilities as
Ihei. tall due. The mosl Slb)niticani areas ol- judgemeni ihat aftecl iiems in IhL accouiiis are delailed
ab(iN'e. iih reL7ard 10 ihe neil accounlin? period. Ihe l'ear ¢ndino il .4ugust ?0?4. the Ini)Sl bioniliLani
areas thal atTeci ihe cam"inLJ i alue ul ihe asseis held bi the charilN are the lei'el ol- ini'eslmei)I return
and thc pertormance ot" th¢ ini'estmeni mark'els Isee the Ini'eslmeni polic!. and ihe risk maiiagjemeiil
seclions ot-the Trusiees Repon t-or more intorn]ation).
28

SISTERS OF CHARITY OF JESLS AI¥4D 11.4RI'
ANGLO-IRISH PROVINCE
NOTES TO THE FINANCIAL ST.4TEIIEIYTS
FOR THE YEAR ENDF.D31 AiIGLST2023
Income recognition
Income is recognised ￿..hen the charil!- has enliilemeni io the t"unds. ani. performance conditions
atiachLd to Ihc itcm(s) ol. inrom¢ hai"e been met. it is probable Ihat th¢ iii¢om¢ will be receii'ed. and
the amount can be measured reliably.
For legacies. entitlement is tak.en as the earlier of Ihe date on ￿,hICh eithcr.. the charilv is a￿..are ihat
probate has been gyranled. the es18te has been finalised and notificalion has been made b! the
executorl51 lo the Tru51 Ihat a dis(ribution iiill be made. or ii.hen a dislribuiion is receii'ed troin the
estate. ReLeipi ()l- a leoaLI'. in %i'hole or in part. is onl!" L(InsidL'rid probable ii'hen the ainouni cali be
measured reliabl).. and Ihe Lh￿11!. hd5 bLL"n noiilied ol-the e.xeLuior s iiitentioii to Inake a distributio)n.
W'here legacies have been noiitied io the chariTh-. or the charil!" is a￿are of ihe gyraniing) ot- probate. and
the criieria tor inLomL rccognilion hai"c noi b¢¢n mei. Ihen ihe le2acN' is a treatcd as a contingeni assei
and disclosed if material.
Income receii'ed in advanLe ()l- th¢ prol'ision ol care scTh'ice5 is delerred until the criteria t-or in¢oni¢
recognition are met.
In accordance wilh the C harities SORP FRSI O? volunieer time is nol reLognised.
Dii.-idends are recogFnised once ihe dii-idend has been declared and noiitication has been recei￿.ed of
the dividend du¢.
Interest on t-unds held on deposit is included ii.hen receii"'able and ihe amount can be measured reliabl )'
by the charity. Ihis is nonnall!. upon nolilication ol" th¢ Inierest paid or paN'able b!. lh¢ bank.
Expenditure recognition and irrecoi'erable N'AT
Exp¢nditure is recognised once ih¢r¢ is a legal or conslruLlii-e obligaiion io m<ike a paN'mL'nl l() (I third
part!,. It Is probable that setil¢tnent ill be iequired. and th¢ amouni ol.the obligTalion Can be mcasured
reliabl!,. l..xpendilure is classitied under (he lolloii'inij aciii'il!. headinL>S.'
Costs of raising funds comprise fec5 paid in respect of fund manaL?ement ad￿.]e¢ in relation
to the charit!" s portlolios of quoted invesiments. which are manag¥ed under discreiionary
manag7eTneni aiJreements.
Expenditure on charitable actii'itics includes the costs of running the charili.. s Care Home
in Ansdell and of ils coni'enis as iiell as all oiher cosis associaied ii'iih t"unheringy (he Lhariiable
purposes ol. Ihe charit!" throuLJh (he proi'ision ol. ils charilable d¢tii"ilies. These costs include
charitable girants and donations. direLi and support cosls in respeci io ihe support of members
of- Ihe ConLTreLiaiion and their minisin.. li also includes LlOI"emanLe eosis.
Charitable bjranls and donations arc made ii-here the TTUStecs consider there is real need folloii'ing a
revieifv. ol. the delails ot each particuldr case and comprise sin<yle l'ear pal'nienis rather Ihdii mulii-i'.ear
grants. Grants and donaiions are included in the slalemciil ()1" Iinancial aclii'ilies ￿"hen approi'¢d t-or
payment. Provision is made for gran15 and donaiions approi'ed bul unpaid at ihe period end.
Irrecoverable VAT is charged as a cost againsi the actii'it)- for iN'hich ihe expenditure i4.as inLurr¢d.
29

SISTERS OF CHARITY OF JEStiS ASD MARY
ANGLO-IRISH PROVIN'CE
NOTES TO THE FINANCIAL STATEMENTS {CODlinued)
FOR THE YEAR EP*DED 31 AUGLiST 2023
Allocation of support 3nd goi'ernance cost
Support costs represent indirect charitable expenditure. In order to Carry. out the primar). purposes of
the charil), li is neLessarn' lo proi'ide support in Ihe forni of personnel dei'clopineiit. findncial
procedures. prow ision ot-otlic¢ sen'ices and equipm¢ni and a sul￿b]e i¥"ork" ing eni iroiinient.
Tan%iblc filed assets
As at 31 August 1996 th¢ Trustees estimaied th¢ currenl i.alue of fixed assets required to be ShO￿,n in
the balance sheet. Subsequent acquisiiions or improi'emenis of £? JOO or more are capilalised at cost
and are depreciaied oi'cr th¢ir eslimaied uset-ul ¢conomic lii'es on a siraighi-line basis as follo￿..5..
Where no fonnal anall'sis is ai'ailable. il is assumed that the cost Ii'alualion of freehold properlies
deriN'e equall). trom the land and the buildings.
Annual rate
Freehold land
Fre¢hold buildings
Long leasehold buildings and improi'emenls
Fixtures. lumiture. and equipment
Molur i'ehicles
Nil
2/
250/0
Financial InstrumeDts
Th¢ chariti, onlN' holds financial assets and financial liabiliiies of a kind thai qualih. as basic tinancial
insirLimenis. Basic financial insirumenls are Initiall￿ recogyniscd at transaciion i'alue and subsequenil!
measured at their settlement i'alue.
Ini'estments
Iniiesimenis held for the long-lcnn lo generat¢ income or capital groiiih are carried at fair value as
tix¢d assets.
Realised g)ains are the difference beN"cen sales proceeds and ihe cam'ing Nalue ot"Ihe invL'stmenl. The
cam'ing N'alu¢ is the lair i'alue ai Ihe beginning ot- th¢ l'ear or Ihe purchasc c()st Ki'hcr¢ the ini'csin)ent
was acquired durin¥ the !'¢<W.
Unrealised gains are the Lhange in i'aluc of ini'estm¢nls ati¢r considerino an}.. moi'emenls in
investment holdingys such a5 purchases and disposals ot- ini'esimenls.
Realised and unrealised gains arc accountcd for M-ithin the Statement of Financial Actii'ilies.
Debtors
Trade and oiher debiors arc rccognised at the seitl¢mcnt amouni due. Prepa￿MentS are valued a¢ the
amount prepaid.
30

SISTERS OF CHARITY OF JESUS AND MARV
ANGLO-IRISH PROVINCE
NOTES TO THE FIN4AYCIAL STATEMENTS Icontinutd)
FOR THE YEAR F.NDF.DJI AUGL5T2023
Cash at bank and in hand
Cash ai bank and in hand includcs cash and short-terni higlill liquid ini esiinenis iiiih a shon maiurit}'
ot" thrcc months or Icss Iroin lh¢ dale ol- dLUUlSition or i)peningi of Ihe depo.sii or 5iniilar accouni.
Deposits for more than three monihs and up to one l'ear hai e been disclosed as shon-lerni deposits.
Cash placed on deposit for more ihan one l.ear is disclosed as a fi.xed assei ini.esiTnenl.
Ser+'ices provided b!. membcrs of the Congr¢gation
For the purposes of these accounis. no i-.alue has been placed on adminisiraiii'e and other sen'ices
provided by the memb¢rs ol- the Congregation.
Creditors and proi'isions
Creditors and proi'isions are recogjnised ii'here Ihe charili. has a preseni obliiJaiion resuliing from a
past ei'eni (hai iTr"ill probabl!. resuli in the transfer of lunds lo a third partN and IhL' aniouiil due lo serilL
the obligation can be niea5ured or estimaied reliabl!". Crediiors and proi'isions are normall!. recognised
at their settlement amount atter all0￿,In8 tor ani" Irade discounis due.
Foreign currencies
Assels and liabililies in foreigjn currencies are Iranslated into sierlingj al the raies ol. eYchanbTe rulingi at
the balance sheet date. Transactions in loreion Lurr¢nLies arc Iranslated int() 51crling al the rai¢ ()I'
eKLhangTe ruling) ai the dale ot the Iransaction. ExLhangie ditlerences are considered in arrii'in&J at the
n¢1 moi'emenl in funds.
Funds
General funds eomprise the accumulated sury>lus or deficii from the Statement of Financial Actii'ities
'hich is not restricted or dtsigJnated funds. The!, are ai'ailable for use ai ihe disereiion of the Trustees
in lurtheran¢¢ ol- the general objectiN'es of Ihe Lharil)..
Designated lunds comprise funds Ih(ii hai'e been set aside ai Ihe discretion of the Trustees for specific
purposes. The purpose and use of the designated unresiricled funds are set oul in the notes lo the
accounts.
ResiriLi¢d income tunds comprise donations and grants held in trust to be applied lor 5pecitie
purposes. RL"Stricled funds in recenl ! ears related to Coi id gFranis M"hich ii'ere tull). speni bclore the
year end in accordance Ns'iih the relei'ant resiriclions. These have noi be¢n separatel). disclosed in the
Statemenl ot FinanLial ALlii'ilic5 due lo bein2 Immaierial.
EmploTr'ee benefits
Emplo)'menl benetils. including holida). paN'. arc rccognised in th¢ period in ￿'hICh the), are earn¢d.
Termination benefits are recognised in ihe period in ￿'hiCh the decision is tnade and communicated to
the relevant emploi'ee(sl.

SISTERS OF CHARITI, UF JESUS" AND %1.4RY
ANGLO-IRISH PROVIYCE
NOTES TU THE FINANCIAL STATEMLYTS (corttinuedl
OR THE YEAR ENDED31 AUC.UST9023
Pension enntributions
Contributions in respecl ot ihe charit!" s delined Lontribulion pension scheme are charg5cd to ihe
stalemenl Ot financial aLliI'ilies ii"h¢n th¢N' ar¢ paN"able 10 the schem¢. The charili. s coniribulions are
r¢stricied 10 Ihe contributions disclosed in noie 9. -1-herc iserc no ouistanding Lontributions at the l'ear
end. The charil). has no liabililN' be!"ond makin&J ils Con￿lbul10￿S k)nd pa)'ing¥ across the deductions for
the ¢mplo!.'ees contributions.

515TERS OF CHARITY OF JF..SL15 AND 1¥1ARY
ANGLO-IRISH PROVINCE
NOTES TO THF. Flh'.4NCIAL STATEMENTS (continued)
FOR THE YEAR E%DED31 ALGLST 2023
GRAry"I"S, D())ATIOJS .4ND L Tr.G.4C"IES
202.1
2022
Sisters, salaries and pensions
Restricted Coi'id Grant8- all spent in l'ear
Other donations
277.238
280.264
33.80_1
i.907
6.70)
984.9? j
J19.974
INVESTMEI%T INCO.ME
2023
2022
Income from listed ini-eslmenis
Bank iniL'rest
416.936
1.37)
?4.911
i08.147
4J8.)11
SURPLUS ON DI%PC)SAI. OF TAfiGIBLE FI.XED ASSETS
lolor
'ehi¢les
Properh.
2023
2022
Net proceeds from disposal
Less.. net book i'alue ok- a55els disposed of
377.491
(87.166)
7.220
i84.711
90?.061
11) (87.167) (?01.9i6)
290..)? j
7.?19
?97. j44
700.1 Oi
EXPEINDITI:RE ON4 CHARITABLE ACTII'ITIFS
CARE HONIE
2023
2022
Staft- cosis
DirLLI L0515
Premi5¥S L0515
D¢preLialion
Administration and oiher cosis
1.03i.974
104.001
JJl.927
948.947
93.478
l?l.j74
111 112
72.198
1,64i.870
1.)09.089
Governan¢¢ and suppon cosis
1)7.044
1?8.2)7
1.787.914
1.437.346

SISTF.RS OF CHARITY OF JESLS.4Tr4D MI ARY
ANCLO-IRISH PROVINCE
NOTES TO TH F. FINAINCIAI. ST.4TE11ENTS Iconiinued)
FOR THE YEAR ENDF.D31 AUGU'ST 21123
EXPEN'DITIIRF. ON CH.4RITABLE,ICTII"ITIES
SUPPORT OF IlE￿IBERs OF TIIE CONI C.REGATION .4J'D THEIR I11￿1STRy
2023
2022
Sisters. liN'ing & personal expenses
Premises cosis
Deprecialion
Adminislralion and other cosis
233.199
100.Jl?
207.761
90.78)
23.676
9.48i
9.6iO
380.48.)
Goi'ernance and suppon eosts
46? 709
408.658
EXPEN'DITIIRF. ON CHARIT,IBLE ACTII'ITIES
C,R.4f%TS P.41D
2023
2022
Grants paid to Di'erseas branches of the Congregation
Ireland - Siipport ol- sisiers and their ministri¢s
Ireland- Cummunil! support
Grants f()[ buildiniJ ot'c onLbreLFalion Care Home for the ElderlN'
in Rwanda
Cjrants to Gcneralate ol. th¢ Congyre&Jaiion
J77.262
309.1.)O
80.8•?
?00.000
400.000
l.Oli.109
?i.000
1.876.447
610.9)2
GoN'ernance and support cosis
54.817
1.9)1 ?64
66?.2)5

SISTERS OF CHARITI" OF JESLS AND %qARY
ANCLO-IRISH PROIIINCE
NOTES TO THE b INANCIAL ST￿TF.￿lENT￿ {Conlinuedl
FOR THE YEAR ENDED 31 AUGU'ST 2023
GON'ERTr•AYCE AN'D SLPPORT CO%TS
2023
2022
Support costs
Sialy cosis
Prolessional lees
Preiniscs and insuraDee
Administration and oiher costs
ljl.9?4
119.718
7.767
55.920
50.678
j4.8??
?i0.16?
Goi'ernance co.sts
Professional t.ees
?j.9?j
?74.0117
?j6.jl j
Allocaled a5 follows..
Care Hon]L"
Support of members ot-lhe CongTregFaiion and their minist
Grants paid
137.044
128.2)7
76.953
i4.817
274.087
256.513
NET INCONqE/EXPEl%I)I'fL RE TrOK'fHE I'EAR
202.1
2022
This is stated after charging:
Ini'eslTneni managetnent fees
Depr¢¢iation
Audiiors. retnuneration
Audit fees (including VAT)
118.4iO
100.178
136.046
96.)68
18.050
16.8iO

SISTERS OF CHARITY OF JE.SL'S AND Tr1ARY
ANGLO-IRISH PROVINCE
NOTES TO THE FINANCIAL sTATE￿IENTs (Continued)
FOR THE YEAR ENDF.D31 .4LGLST 2023
STAFF COSTS AND TRLSTEES RF.MLJEIL4TIO.
2023
2022
S1217-LOStg during the !'e2r ￿'ere as follom's:
agjes and salaries
SoLial securili" cosis
Pension costs
1.0*9. j71
962.100
£1.167.8Y8
£1.068.66i
202_1
2022
The number of emploi L'es whose emolum¢nis
exceeded £60.000 ii"ere=
£60.001- £70.000
The ke! management personnel of the charl￿. comprise the Trustees {￿-hO receive no fomi of
remuneraiionl and the senior manaLy¢iiient team. The ioial amount ot emplovee benetits
{includingJ emploi.er pension contribulions and emplo!"cr Nalional InsuranLC C()Iitribulions)
receiN'ed b!, ke!. managemeni personnel for iheir sen'ires to the chariti. ￿'aS £1 i7.817 {2022.'
£lil,3JJ}.
The IM.'o mosi senior emplol'ees. ￿'hO are considered io be rnembers ot. the kei. managjement
p¢rsonncl. i4.ere paid in ag'g?reeale £119.?44 {?0??- £1 li.02
and the cnipl()ier N'aiional
Insurance cost li ere £17.2741?U)?= £1).618) 1% iih Lmplo}'er s pension coniributions amounting
to £21.299 (20?? £?? 693).
10. STAFF NULIIBERS
AN'erage staty numbers in the i.ear iiere=
2023
2022
Care Home
Administration
46
48
54

SISTF.RS OF CHARITY OF JF.SUS AND MARY
ANGLO-IRISH PROVINCE
NOTES TO THE FINANCIAL STATEMF.NTS {Continuedl
FOR THE YEAR ENDLDJI AUGLST2023
11, TRLSTEES, EXPF.N5ES AJD RE)ILNEIL%TIO)'.4ND TRANSACTIONS II'ITH THF.
TRL,'STEES
The TrustLes ol. the Charil!. are also memb¢rs ot"Ihe Congreoalion and as such hal'e taken i'0￿S
of poi'ert). under ii"hiLh ihe!" hai'e ienouncld all personal rights to income and capiial. Thc
Charill, proi'ides for Ihe essenlial neLds of all men)bers of Ihe ConLTreg)alion M'iihin ihe Proi'incc.
The lii'ing CL)Sts of th¢ Trusiees are iherelore bome b!. Ihe Charil)..
12. TAXATION
The Sisters of ChariN' of Jesu5 and Man. Anglo-lrish Proi'ince is a regisier¢d charit!- and
theret"or¢ is not liable 10 IncornL Tai or Capital Gains Tax on income or gain5 deriN'¢d trom its
Lhariiablc actiN'ities as it falls ii'ith the i'aTiOUS eKemplions ai'ailabl¢ to reg?isiered charilie5.
13. TANGIBLE FIXED ASSETS
Leaschold
Freehold
buildings and and
Fiitures,
Furniture
and
e4uipmenl
l¥lotor
improi'ement5 buildings
Vehicle5
Total
COST OR
VALU.4TION
At l%i ScpiLmb¢r 2022
Additions in l'ear
Disposals in year
).168.144 1.219.630
39? 197 114.184 4.894.15j
i,)61
{1)4.i89)
(i6.17i} (170.7641
At 31 Aug?usi 2023
3.168.144 1.08i.041
i9i.7i8 114.169
4.763.I12
DF.PRF.CI.4TIO
Ai I September ?022
Charge t(Ir }'ear
Disposals in l'ear
1.038.049
63.)63
3?4.470
10.8iO
(47.47) I
?j9.i08 100.493
12.36?
13.603
136.174)
1.722.320
100.178
18.).i971
Ai 31 Augu512023
1.101.412
?87.897
•71.670
77.9??
1.738.9111
ET BOOK VALLE
Ai JI Au¥Just ?0?"
£?.OC)6.7i2
£797.144
£1 ?4.088 £i6.?47 £3.0?4.211
At 31 Augyust ?022
£2.liO.09i
£89i.160
£1 j2.889 £13.691 £1.171.835
37

SISTERS OF CHARITY OFJESUS AliD TrIARY
ANGLO-IRISH PROI'INCE
NOTE5 TO THF FlTr*ANCIAL STATEMEYTS (Continued)
FOR THE YEAR EINDED3I ALGL'ST 2023
14. INVESTIIIENT.S
2023
2022
Al I Sepiember 2022
Additions
Disposals
Proceeds
?0.474.640
10.9J8.18)
21.7J8.691
10.118.99i
( I1.0?9.9 j8)
{10.?55.1871
{L05sesl by reference io
opening N'alue
(67.8)))
(689.569)
Disposals {at opening
markel i.'alue)
Unr¢alis¢d losses
(11.097.793)
(10,944.7i6)
(108.1081
(438.?90)
Ai 31 August 2023
0.206.921
20.474.640
2023
2022
Listed on a UK stock eAchang¢
Equities
Fixed inierest stocks
8.971.780
10.6?? 80?
12.889.i56
7.104.17Q
19.i94.j82
19.99j.93 5
ForH"ard FNchaiigTe Currency
Portlolio bank. d¢posits
{36.8861
517.i91
612.339
?0.206.921
20.474.640
Ai ¢ost
19.940.>11
19.039.8i7
15. DF.IITORS
202.1
2U22
Due M'ithin one vear
TradL debtors
Prepa}'n]enls and accrued income
46.Oi3
79.963
126.016
38

SISTF.RS OF CHARITY OF JESLS ANI D MARY
ANGLO-IRISH PROVINCE
01-ES TO THF. FINANCIAL STATEMENTS (Continued)
FOR THE YEAR E%4DED31 ALGLST 2023
16. CRF.DITORS: Amount% falling due nithin on¢ Itar
2023
21122
Trade creditors
Taxation and Social Securitv
Accrued granls
Accrued expenses
16.818
l i.9)6
i41.000
49.91?
14.714
4? 1100
5i.012
632.091
l j9.638
17. CREDITORS: Amounts falling duc Ydfter more than oue ! ear
2023
2022
Amouni due to the G¢neralale ol- Ihe Sisters or
Charity of Jesus and Man.
263.686
263.686
Accrued gyranls - due alier more ihkm one l'ear
J20.000
£i8.?.686
£26J.686
The amount due io ihe Gencralaie of ihc Sisters of Charih" ol- Jesus is non-interest bearingy and
is not expeLted to be paid ￿'1th1n one l'ear.
18. DESIGIYATED FLYDS
a) The Trusiees have designated t-unds out ot- th¢ unrestricted lunds t.or specitic purposes as
folloi¥'s-.-
Retirement Fund
A fund has been designated in respecl ot"Ihe Charits- s conimiimenl to proi'ide for the retiremenl
and care in old age and sickness ol- Ihe Conoregation s menibers.
Congregjation s membership indicaied thal a tund ol some £21 m is required lo tinanLe l-ull!. the
ChariTh' s commitmeni to proi'ide care for lis meniber5. aliLr iaking accounl of IhLir occupali17nal
pcn5ion rights. The lund ￿'aS rnis¢d io this lei'el b!. the end ol-Auoust )016. Since ihen. a numb¢r
ol- mernbers hai.'e died H'hich reduces demands upon the fund. Hoii'ei.'er. care costs hai'e been
subjeci 10 an aboi'e-ai'eraL)e rate of intlalion. Pendingj a lurther delailed rei'ieii.. Ihe Trustees
haK'e decid¢d io designat¢ ihe enlir¢ i'alue ol. the Charil!. s iniesiiiiciit poritolios io ihe
Retiremenl Fund. As such ihe Fund ii'ill tluciuale as ini'esiment i'alues rise and tall.

SISTER.% OF CHARITY OF JESLS AND MklRI'
ANGLO-IRISH PROI'INCE
NOTES TO THE FIN.4NCIAL STATEMFNTS (Continuod)
FOR THE YEAR ENDED 31 ALIGUST ?V23
In ihc l'ear. eipendiiure on ini'eslmenl manac?cniini fees iind in support of ¢ld¢rlN' sisl¢rs in
England and Ireland amounted 10 £706k i ?02?: £i7ik l. ￿"hi151 ini eslmenl inci)me ani()unied 10
£48Jk (?0??: £437k). an excess of eipendilure oi er income of some £?)Jk {20??: £1 J6k).
In¥'L'Stmeni losses ii-ere £176k i?O)?: luss¢s of £ 1.1 ?8k') &Jji'inbJ rise to a decrease in the fund of
£399k 120?2.. decrease ol. £1 ?64k). To bring the Fund into line ii'ith the inN"estnienl porttc)Iios
£131 k il'as released t.rom ihe designation (20??: £7J9). The lei el ol-lhe fund. ini'eslinent i'alues
and the likelv needs of ihe membership ￿.11] conlinue to be moniiored.
Fi.%ed Assets Fulld
In order to t"ulfil ils charitabl¢ (Ibj¢¢lii'¢s. the Con?reoalion needs a lar<J
nuniber of properties.
These properties, although the!. are unrestricied assets cannoi be realised li ithout underminin&,
the CongyregFation s ￿'orK and the Trusiees Iherefore feel thai it is appropriate to reflect the
in￿'eStMent in tixed assets b}, means of a designated tund. Transters retlecting Ihe nei moiwement
in fixed asset5. Ivere made in ihe N'ear.
18. DESIGI%ATED FL,NDS {contiDued)
b) Anall'sis of Moi'ements - current
'ear
Balance
I Sept¢mbcr
2022
et income
¢ipendilure
Balance
31 Au2USt
2U23
Transfers
gainsl(10sscs)
Retiremeni Fund
Filed Asseis Fund
20.474.640
J.171.8J)
(398.855)
(100.178)
131.136 20.206.9?1
(47.4461
J.O?4.?11
2).646.47i
(499.0331
83.690
b) Anal)'sis of 1%l0I'ements
l'ear
prior
Reiirement Fund
Fixed As5els Fund
21.000.000
3.4)? 109
(1 ?64.Oli)
7J8.6ii 20.474.640
(96.568) (18J.7061
i,171.835
?4.4)? 109
(1.)60.i8)1
5)4.949
?3.646.475
40

SISTERS OF CHARITY OF JESUS AND MARY
ANGLO-IRISH PROVINCE
NOTES TO THF. FINANCIAL SI"ATE.MENTS Icvntillued)
FOR THE YEAR ENDF.D31 ALGLIST 20•3
19. ANALYSIS OF NET ASSETS BY FLNDS
AnAlI'sis of net #%sets beNeen
funds- current l'ear
Gener#1
Fund
Desi
ated Funds
Tot#1
Filed
assets
Retirement
Tangible fix¢d asseis
Ini"esimenls
Current assets
Curr¢nt liabilities
Crediiors due atler one l'ear
J.024.211
J.024.?11
20.*06.921
20.206.921
?.4jl.Jjj
16.)? 091)
{iSJ.686
{63?.0911
{i8J.Ci861
1.2jj.i78
3.0*4.?11 20.?06.921
24.406.710
AnalN'5is of net #55ets bctsi'een
funds - prior l.ear
Cyeneral
Fund
Desi
nated Funds
Total
assets
RetiremeDI
Tangible fixed asseis
Inweslm¢nts
Current assets
Current liabiliiies
Crediiors due atier one l'ear
3.171.8))
3,171.835
20.474.640 20.474.640
i.i8.).691
1159.6381
{26i.686)
3.i8i.691
(li9.6J81
{26i.6861
? 960.i67
3.171.8J j ?0.474.640
26.606.842
20. RELATED PARTY TRAYS.4CTIO.)S
There ￿'ere no relaied part! Iransaclions in the l'ear {2022- None) other than ihe proi'ision of
iemporal neL.ds of the Trusiees ii'ho are also beneficiaries ol-the charii!. as disclosLd in note I l.