Finance Score: 3

Governance Score: 5

Support Score: 5

Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

Grant maker support: +5

Overall GiG Score: 13

OXFORDSHIRE MIND

"Promoting good mental health through the provision of high quality services and campaigning for positive change".

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending

Established: 54 years

www.oxfordshiremind.org.uk

office@oxfordshiremind.org.uk

01865263730

Charity Commission for England and Wales

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		£7,207	£8,130	£-923	£242	£3,829	£3,817	5.6	220	125
31/03/22		£8,095	£8,261	£-166	£216	£4,822	£4,095	5.9	242	70
31/03/21		£6,500	£6,231	£269	£158	£5,004	£4,670	9	222	50
31/03/20		£5,271	£4,876	£395	£21	£4,683	£4,515	11.1	129	100
31/03/19		£4,169	£4,087	£82	£12	£4,288	£4,196	12.3	111	80
31/03/18		£3,618	£3,695	£-77	£8	£4,026	£4,007	13	113	0
31/03/17		£3,474	£3,569	£-94	£7	£3,942	£3,917	13.2	111	0
31/03/16	*	£3,395	£3,144	£251	£0	£4,037	£4,015	15.3	104	0
31/03/15		£3,315	£3,210	£106	£15	£3,786	£3,722	13.9	82	0
31/03/14		£4,236	£2,997	£1,239	£14	£3,680	£3,575	14.3	81	0
31/03/13		£2,965	£2,806	£159	£19	£2,441	£2,392	10.2	76	0
31/03/12		£2,954	£2,841	£113	£23	£2,282	£2,248	9.5	110	0
31/03/11		£2,848	£2,924	£-76	£31	£2,168	£2,160	8.9	90	0
31/03/10		£2,915	£2,556	£360	£23	£2,244	£1,805	8.5	84	0
31/03/09		£2,676	£2,372	£303	£19	£1,884	£1,877	9.5	68	0
31/03/08		£2,082	£1,925	£157	£19	£1,581	£1,569	9.8	62	0
31/03/07		£1,879	£1,755	£124	£9	£1,431	£787	5.4	46	0
31/03/06		£1,874	£1,701	£173	£0	£0	£0	n/a	0	0
31/03/05		£2,062	£1,646	£416	£0	£0	£0	n/a	0	0
31/03/04		£1,653	£1,522	£131	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.4%
Fundraising Costs/Total Spending: 3%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 22%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.1

Asset Split ?

Listed activities

Accommodation/Housing
Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Buckinghamshire, Gloucestershire, Oxfordshire, Reading, West Berkshire, Wiltshire, Wokingham,

Who it helps

People With Disabilities
The General Public/Mankind

Who works here?

220 employees
125 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.

Major supporters in last 5 years

National Lottery Community Fund	£312,303
Masonic Trust	£25,000
Sport England	£12,858

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Freemasons COVID-19 Community Fund
£25,000	05/07/2021	The grant will part fund two annual conferences in young people's mental health to 500 people working with children and young people.
Sport England - TGC CF Perinatal Exercise and Wellbeing
£9,318	16/06/2021 11	This project will deliver perinatal exercise and wellbeing sessions to women and girls aged 16+.
Sport England - Walking for Wellbeing
£3,540	27/11/2019 35	Funding under Sport England's Tackling Inactivity and Economic Disadvantage funding programme for a Revenue project titled Walking for Wellbeing. This project lists its main activity as Exercise ....more Funding under Sport England's Tackling Inactivity and Economic Disadvantage funding programme for a Revenue project titled Walking for Wellbeing. This project lists its main activity as Exercise & Fitness
National Lottery Community Fund - Benefits for Better Mental Health
£312,303	30/05/2019 59	The organisation will use funding to continue running their benefits advice service 'Benefits for Better Mental Health' (BBMH). BBMH helps people with mental health problems in Oxfordshire understand ....more The organisation will use funding to continue running their benefits advice service 'Benefits for Better Mental Health' (BBMH). BBMH helps people with mental health problems in Oxfordshire understand and navigate the welfare benefits system and enables them to claim what they are entitled to.
Sport England - Walking for Wellbeing
£81,000	17/09/2018 35	Funding under Sport England's Tackling Inactivity and Economic Disadvantage funding programme for a Revenue project titled Walking for Wellbeing. This project lists its main activity as Exercise ....more Funding under Sport England's Tackling Inactivity and Economic Disadvantage funding programme for a Revenue project titled Walking for Wellbeing. This project lists its main activity as Exercise & Fitness
National Lottery Community Fund - 'Benefits for Better Mental Health' (BBMH)
£336,078	03/12/2013 60	This project will deliver specialist advice and advocacy to those with mental health problems across Oxfordshire, including navigating changes in welfare reform. This will reduce the increasing ....more This project will deliver specialist advice and advocacy to those with mental health problems across Oxfordshire, including navigating changes in welfare reform. This will reduce the increasing levels of anxiety and fear that have been triggered by loss of benefits and trying to manage claims and appeals. The project will provide more signposting to relevant mainstream services as well as an outreach service at more than 20 venues across Oxfordshire.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Age Range of Trustees: 32-70

AMY LOCKWOOD Appointed: 2021, Occupation: Communications Director

ANDREW FARRELL Appointed: 2022, Occupation: Commercial Director

CHARLOTTE GLEN Appointed: 2023, Occupation: N/A

DIANE HEDGES Appointed: 2023, Occupation: Company Director

DR ALAN COHEN Appointed: 2018, Occupation: Retired

ELIZABETH JANE MILLER Appointed: 2023, Occupation: Director Of Philanthropy

JOHN CHARLES ANDREW Appointed: 2024

LAURA JOHNSON Appointed: 2022, Occupation: Hr

LISA JANE PIM Appointed: 2024

LUCY TOWNSEND Appointed: 2018, Occupation: Hr Manager

RACHEL ISABEL GRIFFITHS Appointed: 2024

SUSAN MARY POLYWKA Appointed: 2023, Occupation: Nhs Corporate Governance Consultant

TAFADZWA MAKAYA Appointed: 2021, Occupation: Consultant In Paediatric Endocrinology

Legal constitution

Charity registered in England & Wales on 27/08/1970, number: 261476
Registered at Companies House on 20/12/2001, number: 04343625

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR16: 1 days late,

Recent reorganisation events:

Asset transfer in from YOGA QUOTA LTD on 12/04/2021

Main office

2 KINGS MEADOW
OSNEY MEAD
OXFORD

Objectives

TO PROMOTE THE PRESERVATION AND THE SAFE-GUARDING OF MENTAL HEALTH AND THE RELIEF OF PERSONS SUFFERING FROM MENTAL DISORDER IN ASSOCIATION WITH MIND, IN ACCORDANCE WITH THE AIMS AND OBJECTS OF MIND.

Defined Area of Benefit:

COUNTY OF OXFORDSHIRE & BANBURY AND DISTRICT

Data Sources