Finance Score: 3

Governance Score: 6

Support Score: 4

Liabilities <10%: +3
Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 13

THE MULBERRY BUSH ORGANISATION LTD

Provide service of care, treatment and education to severely emotionally troubled & vulnerable children

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 gender

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
On several occasions in recent years income has been less than spending

Established: 58 years
(69 years as a company)

www.mulberrybush.org.uk

finance@mulberrybush.org.uk

01865300202

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
31/08/23		£6,920	£7,094	£-173	£104	£11,811	£11,393	19.3	119
31/08/22		£6,786	£6,610	£177	£105	£11,984	£11,296	20.5	123
31/08/21		£5,941	£6,203	£-262	£100	£11,807	£7,952	15.4	120
31/08/20		£6,374	£6,002	£373	£53	£12,069	£8,071	16.1	121
31/08/19		£6,607	£5,817	£789	£44	£11,696	£7,632	15.7	119
31/08/18		£5,671	£5,200	£471	£37	£10,907	£6,869	15.9	117
31/08/17		£6,000	£4,782	£1,218	£22	£10,436	£6,539	16.4	105
31/08/16		£5,894	£4,754	£1,140	£20	£9,218	£5,767	14.6	100
31/08/15		£4,911	£4,507	£404	£31	£8,077	£5,061	13.5	99
31/08/14	*	£4,757	£4,121	£635	£10	£7,674	£4,534	13.2	96
31/08/13		£4,514	£3,964	£550	£9	£7,038	£3,802	11.5	95
31/08/12		£4,679	£3,883	£796	£21	£6,488	£3,181	9.8	89
31/08/11		£4,576	£4,274	£302	£17	£5,692	£2,305	6.5	116
31/08/10	*	£4,287	£4,294	£-7	£15	£5,428	£1,898	5.3	108
31/08/09		£4,477	£4,148	£329	£32	£5,435	£1,898	5.5	104
31/08/08		£3,884	£3,457	£428	£45	£5,105	£1,427	5	96
31/08/07		£3,651	£3,564	£87	£45	£4,678	£1,185	4	108
31/08/06		£3,725	£3,612	£113	£0	£0	£0	n/a	0
31/08/05		£3,831	£3,386	£445	£0	£0	£0	n/a	0
31/08/04		£3,391	£2,932	£459	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.5%
Fundraising Costs/Total Spending: 1.5%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 3%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 19.3 months
Net Current Assets/Spending: 9 months
Quick Ratio: 8.1

Asset Split ?

Listed activities

Education/Training
Other Charitable Purposes

How it operates

Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Defined Groups

Who works here?

119 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.

Specific Donations

Amount	When Months	To be used for
CHK Foundation - CHK Main Grant
£140,000	07/09/2022	to support specified work over 2 years
Staples Trust - Towards improvements in the library.
£5,000	18/10/2018	Towards improvements in the library.
Staples Trust - Towards improvements in the library.
£5,000	18/10/2018	Towards improvements in the library.
Staples Trust - Big Christmas Give Challenge
£1,500	23/11/2017	Towards the Big Christmas Give Challenge aiming to buy a hybrid people carrier to transport children to medical appointments, after-school activities, Outward Bound trips and week-end outings.
The Childhood Trust - Play Time For All
£5,000	02/12/2016	Our Big Idea is to provide new therapeutic outdoor play equipment for our 4 existing houses, where all the children live during term-time, and for our forthcoming new house where some children will ....more Our Big Idea is to provide new therapeutic outdoor play equipment for our 4 existing houses, where all the children live during term-time, and for our forthcoming new house where some children will live during the holidays.
Staples Trust - Outdoor play equipment
£3,500	29/11/2016	Towards outdoor play equipment.
Staples Trust - Core costs
£5,000	18/03/2015	Towards core costs.
Woodward Charitable Trust - ANON towards an Evaluation of children's developmt
£5,000	02/10/2007	ANON grant towards an evaluation of the development of the child from his/her start to the finish and what happens in between.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 35-79

CHRIS NAUNTON PUGH Appointed: 2020, Occupation: Financial Director, Other trusteeship: CAMBRIDGE ACORN PROJECT,

HUGH RANDALL PIDGEON Appointed: 2017, Occupation: Organisational Consultant

HANNAH WARE Appointed: 2024, Occupation: Charity Manager

MARGARET DAWN EYNON Appointed: 2015, Occupation: None

MARK THOMAS Appointed: 2015, Occupation: Team Manager

MICHAEL SARRINGTON Appointed: 2015, Occupation: Independent Consultant

RICHARD ROLLINSON Appointed: 2013, Occupation: Consultant-Care, Education + Treatment Of Children

ROSEMARY LILLEY Appointed: 2019, Occupation: Retired

SATVINDER SONDHI Appointed: 2018, Occupation: -

SIMON PEACOCK Appointed: 2018, Occupation: Social Worker

VICTORIA SNOW Appointed: 2024, Occupation: Investment Manager

ZOE BARBARA MARIA LATTIMER Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 05/01/1966, number: 309565
Registered at Companies House on 02/10/1954, number: 00538828

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

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; AR14: 19 days late, AR10: 25 days late,

Main office

THE MULBERRY BUSH ORGANISATION LTD
ABINGDON ROAD
STANDLAKE
WITNEY
OX29 7RW

Objectives

3. The objects for which the Company is established are:- a) To provide specialist therapeutic services to meet the social, emotional and educational needs of emotionally troubled and traumatised children, young persons, adults, and their families and wider communities; b) Maintain a school under the name or style of ?The Mulberry Bush? at Standlake in the County of Oxford as established by Barbara Estelle Dockar-Drysdale, and/or elsewhere in England and Wales, conducting the same in such a manner that any such school shall be eligible for approval as a Residential Special School within the meaning of the Education Act 1993 or any statutory re- enactment or modification thereof for the time being in force; c) To contribute to the development of new and existing services for children, young persons, adults, and their families and communities with such needs; d) To advance the education of both the public and fellow professionals in the subject of specialist therapeutic services to meet the social, emotional and educational needs of emotionally troubled and traumatised children, young persons, adults, and their families and wider communities by supporting research, investigations, publish research materials, host seminars and facilitate the training of workers.

Defined Area of Benefit:

NOT DEFINED

Data Sources