Finance Score: -5

Governance Score: 6

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE MRS SMITH AND MOUNT TRUST

Funding Mental Health, Homelessness and Health in the Community. Appeals are considered for project costs, running costs or salaries. Applications for funding for refurbishments/alterations to bring a building up to standard to meet legislative requirements may be considered. Exclusions apply - please see our website.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 32 years

www.mrssmithandmounttrust.org

admin@mrssmithandmounttrust.org

01285841900

Charity Commission for England and Wales

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
31/01/23		£160	£514	£-354	n/a	n/a	n/a	n/a	n/a
31/01/22		£150	£460	£-310	n/a	n/a	n/a	n/a	n/a
31/01/21		£226	£363	£-138	n/a	n/a	n/a	n/a	n/a
31/01/20		£192	£464	£-272	n/a	n/a	n/a	n/a	n/a
31/01/19		£203	£562	£-359	n/a	n/a	n/a	n/a	n/a
31/01/18		£563	£517	£46	£0	£8,585	£8,585	199.3	0
31/01/17		£286	£526	£-240	£0	£0	£0	n/a	0
31/01/16		£295	£317	£-23	£0	£0	£0	n/a	0
31/01/15		£677	£288	£389	£8	£7,979	£7,979	332.9	0
31/01/14		£241	£278	£-36	£0	£0	£0	n/a	0
31/01/13		£234	£299	£-65	£0	£0	£0	n/a	0
31/01/12		£210	£219	£-10	£0	£0	£0	n/a	0
31/01/11		£185	£260	£-75	£0	£0	£0	n/a	0
31/01/10		£190	£286	£-96	£0	£0	£0	n/a	0
31/01/09		£233	£276	£-44	£0	£0	£0	n/a	0
31/01/08		£238	£288	£-50	£0	£0	£0	n/a	0
31/01/07		£220	£167	£53	£0	£0	£0	n/a	0
31/01/06	*	£223	£285	£-62	£0	£0	£0	n/a	0
31/01/05	*	£215	£238	£-23	£0	£0	£0	n/a	0
31/01/04		£209	£208	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations

Where it operates

Cambridgeshire, Essex, Hertfordshire, Kent, Norfolk, Suffolk, Surrey, Throughout London,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees:

CHRISTINE ELIZABETH MCKENZIE Appointed: 2021

GILLIAN MARY GORELL BARNES

HANNAH BROOKS-PLUNKETT Appointed: 2022

SEAN WILLIAM SHEPLEY Appointed: 2018, Occupation: Economist

SERENA MULLINGS Appointed: 2024

TIMOTHY BUCKLAND WARREN (Chair) Appointed: 2013, Occupation: Retired Solicitor, Other trusteeships: THE GATEHILL TRUST, ULTING OVERSEAS TRUST, THE VENEZIANA FUND,

Legal constitution

Charity registered in England & Wales on 11/03/1992, number: 1009718

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR06: 32 days late, AR05: 1 days late,

Main office

6 TRULL FARM BUILDINGS
TETBURY
GLOUCESTERSHIRE
GL8 8SQ

Objectives

TO OR FOR SUCH CHARITABLE PURPOSES OR FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATIONS AND IN SUCH PROPORTIONS AS SHALL FROM TIME TO TIME BE DETERMINED BY THE TRUSTEES.

Defined Area of Benefit:

NOT DEFINED

Data Sources