Finance Score: 0

Governance Score: 6

Support Score: 5

Low unrestricted reserves: -2
Strong growth: +2

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +5

Overall GiG Score: 11

DORSET MENTAL HEALTH FORUM

The Dorset Mental Health Forum is a local peer led charity, which promotes the principles of wellbeing, recovery and coproduction through partnership working and providing recovery orientated partnership and peer led services.

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
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 gender and dynamic in terms of composition

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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
31/03/23	£1,433	£1,445	£-12	£0	£1,254	£348	2.9	76	10
31/03/22	£1,545	£1,076	£468	£0	£1,265	£298	3.3	77	10
31/03/21	£1,186	£941	£245	£0	£797	£244	3.1	72	10
31/03/20	£1,186	£897	£289	£0	£552	£183	2.4	69	20
31/03/19	£774	£854	£-81	£0	£263	£152	2.1	72	10
31/03/18	£1,064	£721	£343	£0	£343	£159	2.6	57	0
31/03/17	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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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: 23%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 28%
Reserves/Spending: 2.9 months
Net Current Assets/Spending: 10 months
Quick Ratio: 4.3

Asset Split ?

Balance Sheet History

Established: 8 years

www.dorsetmentalhealthforum.org.uk

admin@dorsetmentalhealthforum.org.uk

01305 257172

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Human Rights/Religious Or Racial Harmony/Equality Or Diversity

GiG Classification

Emotional support, counselling or therapy

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Bournemouth, Dorset, Poole,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

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
DCMS - Coronavirus Community Support Fund
£30,400	26/08/2020	"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."
Lloyds Bank Foundation - Grant to The Dorset Mental Health Forum
£14,500	04/12/2019 12	The charity provides a range of peer-led services for people with mental health issues. The grant will fund additional staff capacity to develop a quality assurance and change programme.
National Lottery Community Fund - Dorset Mental Health Forum
£369,000	22/02/2019 36	This project aims to influence and facilitate significant culture change around mental health across the whole of Dorset. It will be run, led and informed by people with lived experience of mental ....more This project aims to influence and facilitate significant culture change around mental health across the whole of Dorset. It will be run, led and informed by people with lived experience of mental health issues. This will help people to access advice and support on their own terms, when they need it and as early as possible by providing a range of activities, interactions and opportunities that are inclusive and accessible. People will be able to build new friendships as a result of this project.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ALISON CHORLEY Appointed: 2022

ARTHUR MERCHANT Appointed: 2019

DR ANN ABRAHAM (Chair) Appointed: 2018

GABRIEL DAVIDE RODRIGUES Appointed: 2019

PETER LOCKE LOVIBOND Appointed: 2019

SARAH ELIZABETH MURRAY Appointed: 2021

SORRELLE JESSICA FORD Appointed: 2022

TIMOTHY ROBIN HARRY MR Appointed: 2022

Legal constitution

Charity registered in England & Wales on 16/09/2016, number: 1169215

Gift Aid

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
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

7 returns made; all on time

Main office

Dorset Mental Health Forum
29 Durngate Street
DORCHESTER
DT1 1JP

Objectives

TO PROMOTE AND PROTECT MENTAL HEALTH FOR THE PUBLIC BENEFIT, INCLUDING BUT NOT EXCLUSIVELY BY: SUPPORTING THE RECOVERY OF PEOPLE EXPERIENCING MENTAL DISTRESS, BY CREATING OPPORTUNITIES FOR PEOPLE TO RECONNECT WITH THEIR OWN STRENGTHS AND RESOURCES, IN ORDER TO BUILD THE LIVES THEY WISH TO LIVE. CHALLENGING DISCRIMINATION AGAINST PEOPLE EXPERIENCING OR AFFECTED BY MENTAL DISTRESS BY MODELLING THE VALUE OF LIVED EXPERIENCE EXPERTISE, INCLUDING REPRESENTATION AND INVOLVEMENT IN THE IMPROVEMENT AND SHAPING OF MENTAL HEALTH SERVICES. ADVANCING THE EDUCATION AND UNDERSTANDING OF THE GENERAL PUBLIC IN ALL AREAS RELATING TO MENTAL HEALTH BY PROMOTING THE PRINCIPLES OF MENTAL HEALTH, WELLBEING AND RECOVERY THROUGH COPRODUCTION AND RECOVERY EDUCATION.DEVELOPING THE SKILLS, CAPACITY AND OPPORTUNITIES TO BUILD SOCIALLY INCLUSIVE, EQUITABLE AND RECIPROCAL COMMUNITIES WHICH ACTIVELY SUPPORT GOOD MENTAL HEALTH.