Finance Score: 2
Governance Score: 6
Support Score: 16
  • Liabilities <10%: +3
  • Reasonable growth: +1
  • Deficit latest year: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteers +5
  • Grant maker support: +11
Overall GiG Score: 24 ?

MONEY AND MENTAL HEALTH POLICY INSTITUTE 

The Money and Mental Health Policy Institute exists to advance understanding of mental health, financial capability and the relationship between the two; to achieve this objective including through research, discussion, innovation and the design and testing of new approaches, and by disseminating the useful results of these endeavours.
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size
  • The charity has received backing from a grant maker recently
  • This charity has a robust balance sheet
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

  • Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/22£670£832£-161£0£619£6198.9144,834
31/12/21£833£722£111£0£781£78113123,185
31/12/20£735£665£69£0£669£5029.1110
31/12/19£887£552£335£0£600£3748.180
31/12/18£604£554£50£5£251£2515.480
31/12/17£344£449£-105£0£0£0n/a00
31/12/16£600£295£305£0£305£30512.460

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 31%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 10%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8.9 months
Net Current Assets/Spending: 9 months
Quick Ratio: 2.4
Asset Split ?
Established: 8 years

www.moneyandmentalhealth.org

contact@moneyandmentalhealth.org

02078481448

Charity Commission for England and WalesFacebookX
UN SDGs
?
Listed activities
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Social advocacy & research
How it operates
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Northern Ireland, Scotland, Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
John Ellerman Foundation£105,000
Pears Foundation£50,000
Guy's and St Thomas' Charity£40,800
Lloyds Bank Foundation£33,394
Specific Donations
Amount When
Months
To be used for
The Grocers' Charity - 2023 Grant - Money and Mental Health Policy Institute
£5,000 15/03/2023
to support ending the devasting link between serious mental health issues and being in debt. It conducts research with 4,000 people from across the UK with lived experience. Findings are translated ....more
Pears Foundation - Core Funding
£50,000 14/11/2022
24
Core Funding
Guy's and St Thomas' Charity - Essential Services Equalities Act Project
£38,000 12/11/2021
A research project to understand the potential to use the Equality Act as a tool to ensure essential services make adjustments for customers with mental health problems
Lloyds Bank Foundation - Welfare grant to Money and Mental Health Policy Institute
£33,394 07/12/2020
9
9 Months Grant to Money and Mental Health Policy Institute under the Welfare policy and influencing funding programme
Guy's and St Thomas' Charity - FCA Call for Input Open Finance
£2,800 24/08/2020
Submission to the FCA on need for mental health equity in roll out of Open Finance
John Ellerman Foundation - Core costs
£105,000 28/11/2019
36
Core costs
Department for Work and Pensions - ALB - MaPS - Improving access to debt advice for people experiencing mental health problems
£58,800 01/04/2019
Research to understand the needs of people with mental health problems in relation to debt advice
Nesta - AC00738
£20,000 13/03/2018
7
Inclusive Economy Partnership 2.0 programme grant to Money and Mental Health Policy Institute Grant Ref AC00738
Barrow Cadbury Trust - Economic impacts of mental health crisis
£26,988 28/07/2017
6
To influence proposed new mental health legislation and ensure the protections people need are in place to reduce financial detriment associated with mental health crises.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Legal constitution
  • Charity registered in England & Wales on 12/04/2016, number: 1166493
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
7 returns made; all on time
Main office

22 Kingsway
LONDON
WC2B 6LE

Objectives

The objects of the Charity are, for the public benefit: (a) to advance understanding of mental health, financial difficulties and capability and the relationship between the two; (b) to improve the lives of people with mental health problems, particularly in relation to their financial experiences, and (c) to promote the preservation of good mental health, with a particular focus on the impact of people’s financial experiences, including by carrying out research, facilitating discussion, designing and testing new approaches and disseminating the useful results of these endeavours.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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