Finance Score: 5

Governance Score: 8

Support Score: 8

Strong growth: +2
Fundraising costs low: +3

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 21

THE MARY FRANCES TRUST

The Mary Frances Trust is a leading mental wellbeing charity in Surrey offering support to adults experiencing any kind of emotional or mental health issues for as long as they need, and inspiring them to develop the skills that will help them to restore and maintain their emotional wellbeing.

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
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Established: 28 years

www.maryfrancestrust.org.uk

info@maryfrancestrust.org.uk

01372375400

Charity Commission for England and Wales

Tweets

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		£1,439	£1,379	£61	£23	£782	£729	6.3	42	35
31/03/22		£1,202	£1,078	£124	£12	£721	£667	7.4	32	25
31/03/21		£899	£743	£156	£1	£598	£567	9.2	23	35
31/03/20		£731	£681	£50	£14	£442	£411	7.2	18	46
31/03/19		£798	£601	£197	£2	£392	£362	7.2	17	45
31/03/18		£597	£558	£39	£5	£195	£172	3.7	17	0
31/03/17		£432	£427	£5	£0	£0	£0	n/a	0	0
31/03/16		£273	£262	£11	£0	£0	£0	n/a	0	0
31/03/15		£230	£239	£-9	£0	£0	£0	n/a	0	0
31/03/14		£229	£212	£17	£0	£0	£0	n/a	0	0
31/03/13		£217	£208	£9	£0	£0	£0	n/a	0	0
31/03/12		£230	£224	£7	£0	£0	£0	n/a	0	0
31/03/11		£234	£233	£2	£0	£0	£0	n/a	0	0
31/03/10		£263	£235	£27	£0	£0	£0	n/a	0	0
31/03/09		£257	£258	£0	£0	£0	£0	n/a	0	0
31/03/08		£207	£254	£-47	£0	£0	£0	n/a	0	0
31/03/07?	*	£271	£276	£-5	£0	£0	£0	n/a	0	0
31/03/05		£387	£371	£15	£0	£0	£0	n/a	0	0
31/03/04		£275	£291	£-15	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.6%
Fundraising Costs/Total Spending: 1.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 45%
Liabilities/Income: 45%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 6.3 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.9

Asset Split ?

Listed activities

Disability
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Surrey,

Who it helps

Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

42 employees
35 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	£498,951
Community Foundation for Surrey	£57,556
The Clothworkers Foundation	£6,400
Co-Operative Group	£1,307

Specific Donations

Amount	When Months	To be used for
The Clothworkers Foundation - Grant to Mary Frances Trust
£6,400	15/11/2023	Refurbishment of the office for a charity which works with young adults suffering with poor mental health in Surrey
Community Foundation for Surrey - Asylum Seekers in Surrey: Emotional Wellbeing & English Skills Support Programme
£5,000	13/03/2023	Funding for regular English lessons for asylum seekers together with monthly group support sessions.
National Lottery Community Fund - Financial and Wellbeing Support Service
£498,951	16/12/2022	This funding will be used to pilot a holistic approach to financial and wellbeing support. The partnership project aims to develop an integrated model to better support people facing multiple and ....more This funding will be used to pilot a holistic approach to financial and wellbeing support. The partnership project aims to develop an integrated model to better support people facing multiple and complex challenges - improving financial resilience independence and mental wellbeing while reducing social isolation.
Co-Operative Group - Grant to Mary Frances Trust
£1,307	22/10/2022	We would like to be able to continue to run a slimmer version of our extremely successful online programme that was put in place due to the pandemic, as we see this as a valued addition to our work.
Community Foundation for Surrey - Young People Programme
£5,000	25/07/2022	Funding towards the salary costs, to facilitate weekly meetings to support young people with their mental health.
Community Foundation for Surrey - Back to the Future - Virtual Programme
£10,085	29/11/2021 8	Funding toward the cost of offer a continued online service by an organisation that offers support to those suffering with mental health issues.
Community Foundation for Surrey - COVID19 - Mental Wellbeing
£24,858	03/09/2020 12	Funding to enable a mental health charity to continue to deliver their online programmes to an ever increasing number of clients during the Covid-19 pandemic.
Community Foundation for Surrey - Covid 19 Response - Mental wellbeing
£4,313	03/04/2020	Funding for additional IT equipment to expand support services to people suffering from mental ill-health and isolation across Surrey amid the Coronavirus crisis
Community Foundation for Surrey - Bridging The Gap
£8,300	16/10/2019 12	Targeted activities and support for young people with mental ill-health.
Community Foundation for Surrey - Men’s Cycling Group
£5,000	26/10/2017 12	Development of a cycling group for men with mental health difficulties, from January 2018.
Sport England - Badminton Inclusion
£2,985	26/09/2016 12	Funding under Sport England's Small Grants funding programme for a Revenue project titled Badminton Inclusion. This project lists its main activity as Badminton
The Clothworkers Foundation - Grant to Mary Frances Trust
£9,500	06/06/2016	purchase of digital and kitchen equipment for a charity which works with disabled people in Leatherhead

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-84

CLAIRE NETHERSOLE Appointed: 2020, Occupation: Trustee

FERGUS THOMSON ADDISON Appointed: 2019, Occupation: Trustee

HEATHER WARD Appointed: 1996, Occupation: Local Councillor

PAUL MATTHEWS Appointed: 2018, Occupation: Treasurer

RUPERT ALEXANDER COLIN GOWRLEY Appointed: 2022, Occupation: Trustee

SAMANTHA GREENHOUSE (Chair) Appointed: 2017, Occupation: Chairman

STEVEN ROWLEY Appointed: 2022, Occupation: Trustee

SUSAN MARGARET GRANT Appointed: 2017, Occupation: Solicitor

THOMAS ELIPHELET EDWARDS Appointed: 2023, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 02/05/1996, number: 1055113
Registered at Companies House on 23/04/1996, number: 03189443

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Volunteer management

Filing Record

19 returns made; AR07: 241 days late,

Main office

23 THE CRESCENT
LEATHERHEAD
SURREY
KT22 8DY

Objectives

TO RELIEVE PERSONS WITH MENTAL HEALTH PROBLEMS PARTICULARLY BY PROVIDING OR ASSISTING IN THE PROVISION OF PSYCHO-SOCIAL REHABILITATIVE SERVICES.

Defined Area of Benefit:

NOT DEFINED

Data Sources