← Back to search
SOCIETY OF JESUS TRUST OF 1929 FOR ROMAN CATHOLIC PURPOSES logo

SOCIETY OF JESUS TRUST OF 1929 FOR ROMAN CATHOLIC PURPOSES

#230165
Trust•Major•Registered
www.jesuit.org.uk/

Parish ministry: in parishes & in university chaplaincies spirituality: centres, programmes & publications for spiritual education education: schools, colleges of higher educationformation: for jesuits & catholic clergysocial justice & relief of poverty: jesuit refugee service & service to the poorcare of infirm & elderly jesuits jesuit work overseas

Areas of operation

South AfricaScotlandGuyana

Registered address

C/O SECRETARY TO THE TRUSTEES, TRCP, 114 MOUNT STREET, LONDON, W1K 3AH

Latest HighlightsFY 2023

Income

All sources

£27,959,000
Expenditure

All activities

£40,770,000
Net Reserves

Unrestricted funds

£4,855,000
Total Assets

Gross assets

£738,206,000
Working Capital

Liquidity

£-10,310,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:
Reserve Runway
1.4 months
Median: 3.6 monthsAround typical
Income Growth (1yr)
2.4%
Median: 8.2%Around typical
Spending Efficiency
91.7%
Median: 97.2%Around typical
Income Concentration
33.4%
Median: 87.1%Top quartile
Fundraising ROI
8.2x
Median: 27.3xAround typical
Income Volatility
9.6%
Median: 13.4%Around typical
Self-Generated Income
77.1%
Median: 92.1%Around typical
3-Year Income CAGR
-1.4%
Median: 8.7%Below typical

Efficiency & Health

Charitable Spending
91.7%
Fundraising Eff.

% income retained

8.2%
Governance Cost

% of expenditure

0.1%
Grant Making

% given away

31.1%
Debt Ratio

% of assets

3.4%
Survival Ratio

Months of reserves

1.4 months

Income Profile

Donations & Legacies

% of income

20.4%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 3337

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

2.4%↑
Income CAGR (3yr)

Compound growth

-1.4%
Volatility

Stable

9.6%
Reserves Trend

Direction

Building

Governance

Employees

Staff count

389
Volunteers

Volunteer count

300
Volunteer Ratio

Per staff member

0.8:1
Revenue/Employee

Per head

£71,874
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

3.3%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure
Income Sources
Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

Related Charities

Similar charities in Human Rights/religious Or Racial Harmony/equality Or Diversity

O

OXFAM

#202918Major
Income£368.0M
OC

OASIS CHARITABLE TRUST

#1026487Major
Income£335.0M
MR

MSI REPRODUCTIVE CHOICES

#265543Major
Income£309.5M
TC

THE CH FOUNDATION (UK)

#1156222Major
Income£152.3M