Finance Score: 5

Governance Score: 9

Support Score: 4

Strong growth: +2
Fundraising costs low: +3

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

Overall weighted support: +4

Overall GiG Score: 18

MINSTEAD TRUST

Provision of residential and day training work, social and domestic skills for young adults with learning disabilities. Provided through a range of activities from classroom studies, different levels of supervised accommodation in our own premises at local supported housing, work place skills through extensive horticultural and workplace facilities as well as work placements in the community.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
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 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
05/04/23	£6,494	£6,710	£-215	£29	£6,371	£6,255	11.2	239	115
05/04/22	£5,356	£5,274	£81	£31	£6,586	£6,384	14.5	221	112
05/04/21	£4,591	£3,680	£911	£30	£6,522	£6,298	20.5	132	110
05/04/20	£4,257	£3,762	£495	£34	£5,555	£5,457	17.4	130	121
05/04/19	£3,324	£3,267	£56	£23	£5,126	£4,997	18.4	135	140
05/04/18	£6,279	£2,920	£3,360	£185	£5,036	£4,903	20.1	108	0
05/04/17	£2,301	£2,217	£85	£118	£1,675	£1,657	9	100	0
05/04/16	£1,790	£1,977	£-187	£57	£1,482	£1,480	9	82	0
05/04/15	£1,874	£1,683	£192	£21	£1,667	£1,667	11.9	66	0
05/04/14	£1,719	£1,525	£195	£8	£1,475	£1,475	11.6	59	0
05/04/13	£1,507	£1,355	£153	£11	£1,280	£1,277	11.3	54	0
05/04/12	£1,415	£1,276	£139	£8	£1,128	£1,121	10.5	52	0
05/04/11	£1,409	£1,241	£169	£11	£989	£980	9.5	54	0
05/04/10	£1,407	£1,164	£243	£11	£820	£820	8.5	52	0
05/04/09	£1,314	£1,198	£116	£13	£577	£577	5.8	59	0
05/04/08	£1,249	£1,145	£104	£9	£460	£456	4.8	57	0
05/04/07	£1,237	£1,147	£90	£9	£357	£352	3.7	56	0
05/04/06	£1,210	£1,104	£106	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05	£1,063	£1,096	£-33	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04	£1,066	£1,022	£44	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 17%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 11.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.5

Asset Split ?

Balance Sheet History

Established: 29 years

www.minsteadtrust.org.uk

info@minsteadtrust.org.uk

02380812297

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training

GiG Classification

Other facilities management and maintenance

How it operates

Provides human resources
Provides services

Where it operates

Throughout England,

Who it helps

People With Disabilities

Who supports 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Minstead Trust
£4,800	15/07/2021	Capturing the voice of people with learning disabilities
DCMS - Coronavirus Community Support Fund
£145,840	21/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Co-Operative Group - Grant to Minstead Trust
£4,301	19/11/2018	We want to provide transportation for people with learning disabilities from the local area so that they can access training and support.
The Clothworkers Foundation - Grant to Minstead Training Trust
£5,000	12/06/2017	purchase of minibus for a charity which works with disabled people in Hampshire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 35-79

DR DAVID WILLIAM NAYLOR Appointed: 2024, Occupation: Doctor

EDWARD MAXIMINO CASANOVA Appointed: 2023, Occupation: Retired

ELANOR CLARK Appointed: 2024, Occupation: Pursuit Lead

ELIZABETH SELBY Appointed: 2016, Occupation: Retired

GAEL LOUISE SELLWOOD Appointed: 2023, Occupation: Retired

IAN MORRIS CLARK Appointed: 2018, Occupation: Retired

JOSEPHINE ANNE GRUNWELL (Chair) Appointed: 2018, Occupation: Hr Professional

MARTIN JOHN CALLAGHAN Appointed: 2020, Occupation: Retired

NICOLA LOUISE PESTELL Appointed: 2024, Occupation: Chief Growth Officer

OLIVER DOUGLAS TRUMBLE Appointed: 2022, Occupation: Head Of Programme Development

OLIVIA MARY MCDONALD Appointed: 2018, Occupation: Teacher

SAMANTHA AGNEW Appointed: 2022, Occupation: Operational And Strategic Manager

Legal constitution

Charitable company registered in England & Wales on 27/02/1996, number: 1053319
Registered at Companies House on 22/01/1996, number: 03149116

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
Investing charity funds policy and procedures
Investment
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

20 returns made; all on time

Main office

Minstead Lodge
London Minstead
Minstead
LYNDHURST
SO43 7FT

Objectives

(1) TO SUPPORT PEOPLE WITH A DISABILITY, OR OTHERWISE EXCLUDED BY THEIR SOCIAL OR ECONOMIC CIRCUMSTANCES AND MEMBERS OF THEIR FAMILY AND THEIR CARERS BY MEANS OF PROVIDING SERVICES, FACILITIES, CAMPAIGNING AND SUPPORT TO ENABLE THEM TO LEAD MORE INDEPENDENT AND FULFILLING LIVES AND BECOME FULLY INTEGRATED IN SOCIETY.(2) TO PRESERVE, MAINTAIN AND DEVELOP THE HISTORIC GARDENS AND BUILDINGS PARTICULARLY AT FURZEY GARDENS, MINSTEAD FOR THE ENJOYMENT AND BENEFIT OF HORTICULTURAL GROUPS AND THE GENERAL PUBLIC AND IN PARTICULAR PEOPLE WHO ARE OTHERWISE EXCLUDED BY THEIR SOCIAL OR ECONOMIC CIRCUMSTANCES.(3) TO PROVIDE FACILITIES FOR THE BETTER CARRYING OUT OF THE OBJECTS HEREIN REFERRED TO WITHOUT PREJUDICE TO THE GENERALITY OF THIS OBJECT TO PROVIDE LIBRARY, WORKSHOP, RESEARCH, EMPLOYMENT, TRAINING, RECREATIONAL, SPIRITUAL AND OTHER RESIDENTIAL AND NON-RESIDENTIAL FACILITIES AS MAY BE NECESSARY TO PROMOTE SUCH OBJECTS.

Defined Area of Benefit:

NOT DEFINED