Finance Score: -2

Governance Score: 0

Support Score: 4

Accounts filed more than 5 days late: -2 times
No PartB

Only 4 Trustees: -1
Narrow trustee age band: -2
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 2

SURREY FAMILY & MEDIATION SERVICES

Provision of family mediation to couples going through separations and divorce (marriage or civil partnership). Full range of mediation reaching agreement in all issues such as those relating to children, finance and property. Our mediation practices place importance on the needs of the child delivering child consultations and special conflict resolutions such as special guardianship orders.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
31/03/23	*	£118	£119	£-2	n/a	n/a	n/a	n/a	n/a	0
31/03/22	*	£112	£116	£-4	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£146	£112	£34	n/a	n/a	n/a	n/a	n/a	1
31/03/20		£115	£129	£-15	n/a	n/a	n/a	n/a	n/a	1
31/03/19		£140	£142	£-2	n/a	n/a	n/a	n/a	n/a	2
31/03/18		£314	£306	£7	£0	£0	£0	n/a	0	0
31/03/17		£362	£395	£-32	£0	£0	£0	n/a	0	0
31/03/16		£473	£444	£30	£0	£0	£0	n/a	0	0
31/03/15		£456	£484	£-28	£0	£0	£0	n/a	0	0
31/03/14		£417	£471	£-53	£0	£0	£0	n/a	0	0
31/03/13		£463	£471	£-7	£0	£0	£0	n/a	0	0
31/03/12		£480	£484	£-4	£0	£0	£0	n/a	0	0
31/03/11		£424	£393	£32	£0	£0	£0	n/a	0	0
31/03/10	*	£301	£314	£-13	£0	£0	£0	n/a	0	0
31/03/09		£285	£305	£-20	£0	£0	£0	n/a	0	0
31/03/08	*	£279	£267	£12	£0	£0	£0	n/a	0	0
31/03/07		£289	£244	£45	£0	£0	£0	n/a	0	0
31/03/06		£249	£279	£-30	£0	£0	£0	n/a	0	0
31/03/05		£253	£266	£-13	£0	£0	£0	n/a	0	0
31/03/04		£280	£254	£27	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 22 years

www.sfms.org.uk

admin@sfms.org.uk

01372 677 660

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Surrey,

Who it helps

Children/Young People
Other Defined Groups

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.

Specific Donations

Amount	When Months	To be used for
Community Foundation for Surrey - Preparation for Separation Course
£6,000	04/11/2021 11	Funding towards the staffing costs for a separation course, by an organisation that offers a mediation service, based in Surrey.
Community Foundation for Surrey - Core cost contributions towards a charity supporting fractured families through mediation
£20,000	17/06/2020	Core cost contributions towards a charity supporting fractured families through mediation
Henry Smith Charity - Grant to Surrey Family & Mediation Services
£20,000	10/06/2020 24	towards two years' running costs of a mediation project working with people dealing with family breakdown or dispute in Surrey
Community Foundation for Surrey - Mediation Service
£10,000	01/04/2020 12	Funding towards the essential running costs of an organisation that offers a mediation services, based in Surrey.
National Lottery Community Fund - Enhance response-reduced family conflict
£7,740	03/08/2018 12	The organisation will develop an online mediation system, for families in conflict. Service users will be provided with advice and information. The project aims to address issues including reducing ....more The organisation will develop an online mediation system, for families in conflict. Service users will be provided with advice and information. The project aims to address issues including reducing the stress of waiting by engaging at the earliest possible stage and improving family wellbeing.
Henry Smith Charity - Grant to Surrey Family & Mediation Services
£5,840	11/06/2015	towards one year's running costs of a project working with families in Surrey who are in distress over divorce or separation
National Lottery Community Fund - Improving communication and support to Surrey based clients
£10,000	16/05/2013 12	This is a project to install a new telecommunications system. This will enable the service users to contact their support workers more easily and allow the organisation to increase the number of ....more This is a project to install a new telecommunications system. This will enable the service users to contact their support workers more easily and allow the organisation to increase the number of people that they can help. Funding incls Base pack, licences, communcation/office equipment and training.
National Lottery Community Fund - CYPS (Children & Young People in Surrey)
£378,776	13/03/2013 48	This continuing project will provide individual and group counselling support to children aged 5-13 years who are suffering significant emotional and behavioural changes as a result of parental ....more This continuing project will provide individual and group counselling support to children aged 5-13 years who are suffering significant emotional and behavioural changes as a result of parental separation or bereavement. SFMS offers short term interventions with beneficiaries attending an average of eight sessions with qualified counsellors. The parents will also be supported to acknowledge the impact on their children and will be given the opportunity to mentor other parents through the process.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-62

CATHERINE HEDGES-GRIMSHAW Appointed: 2024, Occupation: Retired (Counsellor)

DAVID BROOKS Appointed: 2020, Occupation: Company Director

JANE OLSEN Appointed: 2021, Occupation: Director

NICHOLAS FRANCIS PREEDY (Chair) Appointed: 2015, Occupation: Consultant

Legal constitution

Charitable company registered in England & Wales on 05/04/2002, number: 1091539
Registered at Companies House on 30/01/2002, number: 04363273

Gift Aid

NOT 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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 54 days late, AR22: 52 days late, AR10: 25 days late, AR08: 11 days late,

Main office

Room F
Guildford Institute
Ward Street
GUILDFORD
Surrey

Objectives

1. TO PROVIDE ASSISTANCE TO ALLEVIATE THE HARDSHIP AND DISTRESS CAUSED BY THE BREAKING UP OF RELATIONSHIPS, MARRIAGE AND FAMILY, INCLUDING SEPARATING AND/OR DIVORCING COUPLES TO RESOLVE DISPUTES AROUND CHILDREN, PROPERTY, FINANCE AND ALL ISSUES ARISING FROM FAMILY STRESS. 2. TO PROVIDE ASSISTANCE TO BOTH PARENTS AND CHILDREN IN COMING TO TERMS WITH THE CHANGES IN THEIR LIVES WHICH COME ABOUT AS A RESULT OF DIVORCE AND SEPARATION INCLUDING DIRECT CONSULTATION WITH CHILDREN AND OTHER SERVICES.

Defined Area of Benefit:

NOT DEFINED

Data Sources