Finance Score: 0

Governance Score: -5

Support Score: 0

No PartB

Narrow trustee age band: -2
Static board: -3

No supporters identified

Overall GiG Score: -5

MINDSTEP FOUNDATION

The charity operates from South Wales and it's objects are the preservation and protection of physical and mental health through education, counselling and research and financial assistance to those who are unable to afford treatment.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity is based in an area of extremely high deprivation

Regulatory & Governance issues to consider:

The Board composition appears to be rather static and 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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
30/06/23	£70,056	£44,638	£25,418	2
30/06/22	£95,990	£47,424	£48,566	3
30/06/21	£51,513	£49,012	£2,501	0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

https://mindstepfoundation.com/

info@mindstepfoundation.com

01633261794

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Mental health and addiction

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides other finance
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

This charity is based in an area of extremely high deprivation

Who it helps

Children/Young People
Other Defined Groups
The General Public/Mankind

Who works here?

Unknown number of employees
2 volunteers

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
Masonic Trust - MCF Matched Funding
£1,000	21/11/2022	Unrestricted matched funding in partnership with the local masonic province
Masonic Trust - MCF Matched Funding
£900	15/01/2021	Unrestricted matched funding in partnership with the local masonic province

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees:

GEORGIA DAVIES Appointed: 2019, Occupation: Company Director

JASMINE DAVIES Appointed: 2019, Occupation: Company Director

LLOYD DAVIES Appointed: 2019, Occupation: Company Director

TRACEY KATHLEEN DAVIES Appointed: 2019, Occupation: Solicitor, Other trusteeship: THE CONVEYANCING FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 15/06/2020, number: 1189951
Registered at Companies House on 11/06/2019, number: 12043044

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
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

3 returns made; all on time

Main office

34-38 Stow Hill
NEWPORT
NP20 1JE

Objectives

THE PRESERVATION AND PROTECTION OF PHYSICAL AND MENTAL HEALTH THROUGH EDUCATION, COUNSELLING AND RESEARCH AND FINANCIAL ASSISTANCE TO THOSE WHO ARE UNABLE TO AFFORD COUNSELLING.

Data Sources