Finance Score: 5

Governance Score: 6

Support Score: 4

Liabilities <10%: +3
Strong growth: +2

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 15

THE MACARI FOUNDATION

The Macari Foundation is established to relieve poverty of persons who are homeless, at risk of becoming homeless or those who are suffering from associated issues such as substance miss-use, mental health problems or crime and anti-social behaviour in North Staffordshire by providing night shelter accommodation, food and support to them to help them move on to independent living.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
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:

One or more trustees receive payments or benefits from the charity for providing services to the charity

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
31/03/23		£724	£792	£-68	£0	£613	£591	9	18
31/03/22		£958	£752	£207	£0	£681	£668	10.7	18
31/03/21		£806	£700	£106	£0	£474	£447	7.7	25
31/03/20		£742	£543	£199	£0	£369	£337	7.5	22
31/03/19		£505	£373	£133	£0	£170	£170	5.5	22
31/03/18	*	£348	£306	£43	£0	£0	£0	n/a	0
31/03/17	*	£196	£201	£-5	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 9 months
Net Current Assets/Spending: 7 months
Quick Ratio: 32.3

Asset Split ?

Established: 8 years

http://macari-foundation.co.uk/

08006348655

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for homeless & excluded people & ex-offenders

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Staffordshire, Stoke-on-trent City,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

18 employees

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

National Lottery Community Fund	£19,340
Co-Operative Group	£6,254
CAF	£5,000
Crisis UK	£5,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Macari Foundation
£2,699	22/10/2022	We would like to continue to support homeless and vulnerable individuals to steady their lives and reverse the spiral of homelessness.
Co-Operative Group - Grant to The Macari Foundation
£3,555	23/10/2021	We'd like to setup a new facility for the people we help to give them safe, secure accommodation, whilst also providing support for their complex needs.
CAF - Grant to The Macari Foundation
£5,000	02/06/2020 3	Grant to The Macari Foundation to support the organisation through COVID19
National Lottery Community Fund - Homelessness Emergency Response - Covid-19
£9,500	22/05/2020 12	The funding will be used to create an activity space and run mental health sessions for people who are homeless. The project aims to support the community through the COVID-19 pandemic.
The Clothworkers Foundation - Grant to The Macari Foundation
£4,950	20/04/2020	COVID19 : furnishing of the living pods for a charity that works with homelessness in Staffordshire
Crisis UK - Grant to The Macari Foundation
£5,000	09/04/2020	Additional staffing costs for self isolating pods
National Lottery Community Fund - Engage for Change
£9,840	09/03/2020 12	The funding will be used to provide a range of activities, including life skills and cooking, for vulnerable people and those at risk of homelessness. The project aims to increase the participants' ....more The funding will be used to provide a range of activities, including life skills and cooking, for vulnerable people and those at risk of homelessness. The project aims to increase the participants' confidence and wellbeing to enable them to fulfil their potential.
National Lottery Community Fund - Engage and Change
£9,740	06/07/2018 12	A range of activities will be funded for individuals experiencing mental ill health, aiming to increase social activity and create positive relationships.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

LOU MACARI (Chair) Appointed: 2016

DANIEL JAMES MARSON Appointed: 2021

EDWARD MCCOY Appointed: 2024

JULIE MCCOY Appointed: 2024

NICHOLAS HANCOCK B.ED Appointed: 2016

PAUL MACARI Appointed: 2021

ANGELA SMITH Appointed: 2016, Other trusteeship: AVP STOKE,

Legal constitution

Charity registered in England & Wales on 27/07/2016, number: 1168463

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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

Filing Record

7 returns made; AR18: 1 days late, AR17: 1 days late,

Main office

Genesis Centre
North Staffs Business Park
Innovation Way
STOKE-ON-TRENT
ST6 4BF

Objectives

THE MACARI FOUNDATION IS ESTABLISHED TO RELIEVE POVERTY OF PERSONS WHO ARE HOMELESS, AT RISK OF BECOMING HOMELESS OR THOSE WHO ARE SUFFERING FROM ASSOCIATED ISSUES SUCH AS SUBSTANCE MISS-USE, MENTAL HEALTH PROBLEMS OR CRIME AND ANTI-SOCIAL BEHAVIOUR IN NORTH STAFFORDSHIRE BY PROVIDING NIGHT SHELTER ACCOMMODATION, FOOD AND SUPPORT TO THEM TO HELP THEM MOVE ON TO INDEPENDENT LIVING.

Defined Area of Benefit:

IN NORTH STAFFORDSHIRE

Data Sources