Finance Score: 4

Governance Score: 6

Support Score: 6

Liabilities <10%: +3
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +6

Overall GiG Score: 16

THE MORTIMER SOCIETY

Provision of long term residential care for adults with physical disabilities, including Huntington's Disease, and/or learning disabilities, acquired brain injuries or other neurological conditions.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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

Financial issues to consider:

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

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
31/10/23	£4,755	£4,768	£-13	£19	£5,179	£5,009	12.6	139	0
31/10/22	£4,290	£4,396	£-107	£5	£5,192	£5,192	14.2	144	0
31/10/21	£3,810	£4,330	£-520	£3	£5,299	£5,295	14.7	142	0
31/10/20	£4,103	£3,918	£185	£1	£5,819	£5,819	17.8	118	0
31/10/19	£3,722	£3,786	£-64	£2	£5,634	£5,634	17.9	136	0
31/10/18	£3,728	£3,598	£129	£0	£5,698	£5,698	19	131	0
31/10/17	£3,662	£3,384	£277	£0	£5,569	£5,569	19.7	132	0
31/10/16	£3,489	£3,170	£319	£0	£5,292	£5,292	20	119	0
31/10/15	£3,251	£2,895	£356	£68	£4,972	£4,972	20.6	116	0
31/10/14	£3,170	£2,874	£296	£83	£4,617	£4,617	19.3	101	0
31/10/13	£3,194	£2,976	£218	£84	£4,320	£4,320	17.4	102	0
31/10/12	£3,200	£2,892	£308	£86	£4,102	£4,102	17	103	0
31/10/11	£3,151	£2,764	£387	£87	£3,794	£3,793	16.5	105	0
31/10/10	£2,673	£2,519	£154	£106	£3,407	£3,393	16.2	100	0
31/10/09	£2,418	£2,337	£81	£97	£3,000	£2,993	15.4	93	0
31/10/08	£2,390	£2,267	£123	£94	£2,363	£2,357	12.5	93	0
31/10/07	£2,239	£2,128	£111	£93	£2,240	£464	2.6	78	0
31/10/06	£2,150	£2,023	£127	n/a	n/a	n/a	n/a	n/a	n/a
31/10/05	£1,934	£1,841	£92	n/a	n/a	n/a	n/a	n/a	n/a
31/10/04	£1,814	£1,725	£89	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 6%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 12.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 4.2

Asset Split ?

Balance Sheet History

Established: 41 years

www.mortimersociety.org.uk

p.studd@mortimersociety.org.uk

07714301510

Charity Commission for England and Wales

Listed activities

Disability

GiG Classification

Residential nursing care facilities

How it operates

Provides services

Where it operates

East Sussex, Kent, Medway, Surrey, Throughout London, West Sussex,

Who it helps

People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£30,000	12/04/2023	New lift to benefit adults with a severe and complex neurological diagnosis.
The Clothworkers Foundation - Grant to Mortimer Society
£50,000	07/02/2023 0	Replacement of lift for a charity which works with adults living with complex neurological conditions in Kent

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-77

CHRISTINE ANNE CLINTON Appointed: 2021, Occupation: Retired Head Teacher

CLAUDETTE NEVILLE Appointed: 2021, Occupation: Retired Rgn

DAVID JOHN OLIVER (Chair) Appointed: 2016, Occupation: Retired Consultant In Palliative Medicine

JACQUELINE HACKETT Appointed: 2022, Occupation: Clinical Palliative Care Director

KEITH CHARLES LAGDEN Appointed: 2018, Occupation: Retired Financial Services Director

NATALIE FARLEY Appointed: 2023, Occupation: National Inst Of Health And Social Care Researcher

VICTORIA LEPADDEN Appointed: 2019, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 24/09/1983, number: 287579
Registered at Companies House on 21/07/1983, number: 01741444

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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

20 returns made; all on time

Main office

Birling House
91-93 High Street
Snodland
ME6 5AN

Objectives

THE RELIEF OF SUFFERING FOR PEOPLE WITH PHYSICAL AND/OR LEARNING DISABILITIES AND/OR PHYSICAL AND/OR MENTAL ILLNESS OF ANY DESCRIPTION, INCLUDING PEOPLE SUFFERING FROM HUNTINGTON'S DISEASE

Defined Area of Benefit:

NOT DEFINED

Data Sources

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