Finance Score: 5

Governance Score: 9

Support Score: 16

Future income +5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +13

Overall GiG Score: 30

MHIST (MENTAL HEALTH INDEPENDENT SUPPORT TEAM)

Advocacy service focusing on the needs of people with mental health problems.Self help support groups for people who experience - Bi polar affective disorder; Depression; Self Harm; Obsessive Compulsive Disorder (OCD); Craft and Social and Substance abuse issues.Talk therapy where we provide a variety of different talk therapies.Information to service users and carers.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£366	£370	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£336	£357	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£480	£440	£40	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£346	£347	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£319	£328	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£327	£336	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£331	£336	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£282	£280	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£300	£328	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£253	£236	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£222	£251	£-29	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£222	£228	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£166	£228	£-63	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	£251	£191	£60	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 15 years
(23 years as a company)

www.mhist.co.uk

01204527200

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Emotional support, counselling or therapy

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services

Where it operates

Bolton,

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

The Pilgrim Trust	£91,104
Lloyds Bank Foundation	£81,921
Disability Action	£18,831
Bolton CVS	£15,000
CAF	£8,999

Specific Donations

Amount	When Months	To be used for
Lloyds Bank Foundation - Grant to MHIST Mental Health Independent Support Team
£75,000	06/12/2023 36	Unrestricted grant over 3 years towards the core costs of MHIST Mental Health Independent Support Team
The Pilgrim Trust - Grant to MHIST (Mental Health Independent Support Team)
£91,104	05/12/2023	Elevate Her:The project will support young women aged 16-25 with mental health issues living in Bolton. These young women will be dealing with additional issues linked to deprivation including living on low incomes, poor housing, or homelessness. ....more Elevate Her:The project will support young women aged 16-25 with mental health issues living in Bolton. These young women will be dealing with additional issues linked to deprivation including living on low incomes, poor housing, or homelessness. Young women may also have experienced trauma as a result of domestic violence and sexual violence.
Bolton CVS - Grant to MHIST
£15,000	16/02/2021	Creatively Building Resilience with Positive Psychology
Disability Action - NET Coronavirus Appeal Emergency Fund for Disabled People Organisations UK-wide
£18,831	01/11/2020	The project will enable the group to increase their services through increasing the hours of their paid staff to meet demand for services.
Lloyds Bank Foundation - Variation grant to MHIST Mental Health Independent Support Team
£6,921	24/07/2020	Grant to MHIST Mental Health Independent Support Team meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
CAF - Grant to M.H.I.S.T. (Mental Health Independent Support Team)
£8,999	26/05/2020 3	Grant to M.H.I.S.T. (Mental Health Independent Support Team) to support the organisation through COVID19
Lloyds Bank Foundation - Grant to MHIST Mental Health Independent Support Team
£15,000	20/11/2019 12	The charity supports adults recovering from a broad range of mental health and complex life challenges. Through counselling, peer led support and advocacy. The grant will fund consultancy and staff to produce a PR and Marketing Strategy.
Co-Operative Group - Grant to MhIST (Mental Health Independent Support Team)
£3,322	19/11/2018	We will use the skills of a volunteer qualified art therapist who will provide services to people either in groups or individually.
National Lottery Community Fund - Community Mental Health
£548,346	21/09/2018 60	This group plan to expand their presence in Bolton and the surrounding area to reach more people experiencing mental ill health, including ex-offenders, those with experience of homelessness and ex-service men and women. They run self-help groups, ....more This group plan to expand their presence in Bolton and the surrounding area to reach more people experiencing mental ill health, including ex-offenders, those with experience of homelessness and ex-service men and women. They run self-help groups, talk therapy, counselling and advocacy services, and are led by people with first-hand experience of mental ill health. They will also increase their work with partner organisations such Fort Alice, Asian Elders and Bolton Health Watch.
GMCVO - Mental health and well-being
£50,000	21/04/2018	People with mental health needs
Tudor Trust - Grant to MhIST (Mental Health Independent Support Team)
£20,000	20/07/2016 12	over one year as continuation funding for user-led mental health support groups in Bolton
Tudor Trust - Grant to MhIST (Mental Health Independent Support Team)
£90,000	03/05/2013 36	over three years towards the salary and associated costs of a self help groups team leader post for this user-led mental health charity in Bolton
Henry Smith Charity - Grant to MhIST
£73,200	14/03/2012 36	towards three years' salary of an Advocate and related project costs of providing advocacy services for people with mental health problems in Bolton

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 37-69

ALEX WADDINGTON Appointed: 2022, Occupation: Manager

DAVID THOMAS Appointed: 2023, Occupation: Management Consultant

MARTIN JOHN PILKINGTON (Chair) Appointed: 2024, Occupation: Operations Manager

PHILIP GRIERSON Appointed: 2023, Occupation: Retired

SARAH BANKS Appointed: 2021, Occupation: Pyschologist

SARAH TATTERSALL Appointed: 2021, Occupation: Communications Manager

Legal constitution

Charitable company registered in England & Wales on 15/06/2009, number: 1130152
Registered at Companies House on 21/12/2000, number: 04128980

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

14 returns made; all on time

Main office

MhIST
Moorland House
116 Bark Street
BOLTON
BL1 2AX

Objectives

THE OBJECTS OF THE COMPANY SHALL BE:(A) THE RELIEF OF THOSE PERSONS WHO HAVE SUFFERED OR WHO ARE SUFFERING FROM MENTAL HEALTH PROBLEMS AND OTHER CONDITIONS BY THE PROVISION OF AN ADVOCACY AND OTHER RELEVANT SERVICES AS DETERMINED BY THE EXECUTIVE COMMITTEE FOR THESE PERSONS, THEIR FAMILIES AND CARERS; (B) THE PROTECTION AND PRESERVATION OF THE GOOD HEALTH OF THE CARERS AND FAMILIES BY THE PROVISION OF SUCH SERVICES AND BY LIAISING WITH OTHER STATUTORY VOLUNTARY AND RELEVANT HEALTH AGENCIES.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE LOCAL

Data Sources

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