THE MRS SMITH AND MOUNT TRUST

Charity number: 1009718
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Funding Mental Health, Homelessness and Health in the Community. Appeals are considered for project costs, running costs or salaries. Applications for funding for refurbishments/alterations to bring a building up to standard to meet legislative requirements may be considered. Exclusions apply - please see our website.

Income and expenditure

Data for financial year ending 31 January 2024

Total income: £187,834
Total expenditure: £777,988

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Cambridgeshire
  • Essex
  • Hertfordshire
  • Kent
  • Norfolk
  • Suffolk
  • Surrey
  • Throughout London

Governance

Registration history:
  • 11 March 1992: Standard registration
Organisation type:
Other
Other names:
  • THE MRS SMITH & MOUNT TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
TIMOTHY BUCKLAND WARREN Chair 13 November 2013
THE VENEZIANA FUND
Received: On time
ULTING OVERSEAS TRUST
Received: On time
THE GATEHILL TRUST
Received: On time
Serena Mullings Trustee 25 March 2024
None on record
Christine Elizabeth McKenzie Trustee 30 March 2021
None on record
SEAN WILLIAM SHEPLEY Trustee 28 March 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/01/2020 31/01/2021 31/01/2022 31/01/2023 31/01/2024
Total gross income £192.41k £225.59k £150.29k £160.27k £187.83k
Total expenditure £464.16k £363.49k £459.97k £513.83k £777.99k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 January 2024 24 October 2024 On Time
Accounts and TAR 31 January 2024 24 October 2024 On Time Download Open in new window
Annual return 31 January 2023 31 October 2023 On Time
Accounts and TAR 31 January 2023 31 October 2023 On Time Download Open in new window
Annual return 31 January 2022 30 November 2022 On Time
Accounts and TAR 31 January 2022 30 November 2022 On Time Download Open in new window
Annual return 31 January 2021 16 November 2021 On Time
Accounts and TAR 31 January 2021 16 November 2021 On Time Download Open in new window
Annual return 31 January 2020 08 September 2020 On Time
Accounts and TAR 31 January 2020 14 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 31ST JANUARY 1992

Charitable objects

TO OR FOR SUCH CHARITABLE PURPOSES OR FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATIONS AND IN SUCH PROPORTIONS AS SHALL FROM TIME TO TIME BE DETERMINED BY THE TRUSTEES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
6 TRULL FARM BUILDINGS
TETBURY
GLOUCESTERSHIRE
GL8 8SQ
Phone:
01285841900
Email:
admin@mrssmithandmounttrust.org
Website:

www.mrssmithandmounttrust.org Open in new window