MINSTEAD TRUST

Charity number: 1053319
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of residential and day training work, social and domestic skills for young adults with learning disabilities. Provided through a range of activities from classroom studies, different levels of supervised accommodation in our own premises at local supported housing, work place skills through extensive horticultural and workplace facilities as well as work placements in the community.

Income and expenditure

Data for financial year ending 05 April 2024

Total income:
£7,668,001

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Donations and legacies £734.75k
Charitable activities £5.68m
Other trading activities £1.22m
Investments £32.05k
Other £1.20k

Total expenditure:
£7,626,826

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Raising funds £16.76k
Charitable activities £7.57m
Other £42.79k

£0 investments gains (losses)

Total income includes £5,189,896 from 16 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £59.55k
Charitable expenditure £7.57m
Retained for future use £41.18k

People

260 Employee(s)

12 Trustee(s)

139 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 4
£90k to £100k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Disability
  • Accommodation/housing
  • Economic/community Development/employment
Who the charity helps:
  • People With Disabilities
How the charity helps:
  • Provides Human Resources
  • Provides Services
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 27 February 1996: Standard registration
  • 01 August 2017: Funds received from 271485 THE FURZEY GARDENS CHARITABLE TRUST
Organisation type:
Charitable company
Other names:
  • MINSTEAD TRAINING PROJECT LIMITED (Previous name)
  • MINSTEAD TRAINING TRUST LIMITED (Previous name)
Company number:
03149116 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • 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
Land and property:
This charity owns and/or leases 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Josephine Anne Grunwell Chair 24 January 2018
None on record
Dr David William Naylor Trustee 07 February 2024
None on record
Nicola Louise Pestell Trustee 07 February 2024
None on record
Elanor Clark Trustee 07 February 2024
None on record
Edward Maximino Casanova Trustee 05 July 2023
None on record
Gael Louise Sellwood Trustee 23 February 2023
None on record
Samantha Agnew Trustee 09 November 2022
None on record
Oliver Douglas Trumble Trustee 27 July 2022
None on record
Martin John Callaghan Trustee 02 December 2020
None on record
Ian Morris Clark Trustee 13 December 2018
FREE UK GENEALOGY
Received: On time
Olivia Mary McDonald Trustee 24 January 2018
None on record
Elizabeth Selby Trustee 26 November 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £4.26m £4.59m £5.36m £6.49m £7.67m
Total expenditure £3.76m £3.68m £5.27m £6.71m £7.63m
Income from government contracts £1.19m £728.80k £3.84m £4.44m £5.19m
Income from government grants N/A £192.65k £100.66k £15.46k N/A
Income - Donations and legacies £826.23k £1.25m £808.94k £670.75k £734.75k
Income - Other trading activities £7.48k £1.25k £514.14k £50.91k £1.22m
Income - Charitable activities £3.40m £3.32m £4.03m £5.76m £5.68m
Income - Endowments £0 £0 £590.77k £0 £0
Income - Investment £19.61k £5.94k £586 £10.90k £32.05k
Income - Other £394 £9.51k £2.89k £0 £1.20k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.72m £3.64m £5.24m £6.66m £7.57m
Expenditure - Raising funds £40.23k £29.95k £30.51k £29.18k £16.76k
Expenditure - Governance £9.90k £0 £0 £28.09k £9.50k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £6.62k £0 £0 £0 £0
Expenditure - Other £0 £5.69k £0 £18.79k £42.79k

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Own use assets £4.93m £4.98m £5.40m £5.40m £5.43m
Long-term investments £576.41k £100 £0 £23.30k £0
Other assets £924.05k £2.44m £2.39m £2.20m £2.20m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £873.69k £896.06k £1.20m £1.26m £1.22m

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 05 April 2024 10 December 2024 On Time
Accounts and TAR 05 April 2024 10 December 2024 On Time Download Open in new window
Annual return 05 April 2023 19 December 2023 On Time
Accounts and TAR 05 April 2023 19 December 2023 On Time Download Open in new window
Annual return 05 April 2022 24 January 2023 On Time
Accounts and TAR 05 April 2022 24 January 2023 On Time Download Open in new window
Annual return 05 April 2021 16 December 2021 On Time
Accounts and TAR 05 April 2021 16 December 2021 On Time Download Open in new window
Annual return 05 April 2020 16 December 2020 On Time
Accounts and TAR 05 April 2020 16 December 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.

MEMORANDUM AND ARTICLES INCORPORATED 22 JAN 1996 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24 JUN 2013 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 13 MAR 2017 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27 SEP 2017 as amended on 10 Jul 2024

Charitable objects

(1) TO SUPPORT PEOPLE WITH A DISABILITY, OR OTHERWISE EXCLUDED BY THEIR SOCIAL OR ECONOMIC CIRCUMSTANCES AND MEMBERS OF THEIR FAMILY AND THEIR CARERS BY MEANS OF PROVIDING SERVICES, FACILITIES, CAMPAIGNING AND SUPPORT TO ENABLE THEM TO LEAD MORE INDEPENDENT AND FULFILLING LIVES AND BECOME FULLY INTEGRATED IN SOCIETY. (2) TO PRESERVE, MAINTAIN AND DEVELOP THE HISTORIC GARDENS AND BUILDINGS PARTICULARLY AT FURZEY GARDENS, MINSTEAD FOR THE ENJOYMENT AND BENEFIT OF HORTICULTURAL GROUPS AND THE GENERAL PUBLIC AND IN PARTICULAR PEOPLE WHO ARE OTHERWISE EXCLUDED BY THEIR SOCIAL OR ECONOMIC CIRCUMSTANCES. (3) TO PROVIDE FACILITIES FOR THE BETTER CARRYING OUT OF THE OBJECTS HEREIN REFERRED TO WITHOUT PREJUDICE TO THE GENERALITY OF THIS OBJECT TO PROVIDE LIBRARY, WORKSHOP, RESEARCH, EMPLOYMENT, TRAINING, RECREATIONAL, SPIRITUAL AND OTHER RESIDENTIAL AND NON-RESIDENTIAL FACILITIES AS MAY BE NECESSARY TO PROMOTE SUCH OBJECTS.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Minstead Lodge
London Minstead
Minstead
LYNDHURST
SO43 7FT
Phone:
02380812297
Email:
info@minsteadtrust.org.uk
Website:

www.minsteadtrust.org.uk Open in new window