DORSET MIND

Charity Number: 1108168
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Dorset Mind supports people with mental health problems in Dorset.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£966,894

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Donations and legacies £501.27k
Charitable activities £462.02k
Other trading activities £0
Investments £3.61k
Other £0

Total expenditure:
£1,329,154

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Raising funds £20.15k
Charitable activities £1.31m
Other £0

£0 investments gains (losses)

Total income includes £433,570 from 9 government contract(s) and £36,000 from 3 government grant(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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £20.15k
Charitable expenditure £1.31m

People

53 Employee(s)

9 Trustee(s)

88 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

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

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • People With Disabilities
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Bournemouth
  • Dorset
  • Poole

Governance

Registration history:
  • 17 February 2005: Standard registration
  • 17 January 2023: Funds received from 1137221 LEIGH PARK (WIMBORNE MINSTER) COMMUNITY ASSOCIATIO...
Organisation type:
Charitable company
Other names:
  • BOURNEMOUTH POOLE & DISTRICT MIND (Previous name)
Company number:
05333018 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
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
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Charles Hendrick Alberts Chair 20 April 2021
None on record
Karen Butcher Trustee 22 May 2024
None on record
Samuel Crompton Trustee 22 May 2024
None on record
Jonathan Wootten Trustee 22 May 2024
None on record
Elaine Hurll Trustee 22 May 2024
None on record
Ben Lawes Trustee 26 July 2023
None on record
Maria Evans Trustee 17 May 2022
None on record
Dr Rosalind Maycock Trustee 15 January 2019
None on record
Dr Laurence Mynors-Wallis Trustee 03 January 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £645.91k £810.82k £944.25k £1.37m £966.89k
Total expenditure £614.47k £661.03k £915.10k £1.29m £1.33m
Income from government contracts £19.34k £19.34k £19.34k £408.78k £433.57k
Income from government grants N/A £7.71k N/A £47.50k £36.00k
Income - Donations and legacies £495.26k £761.33k £730.59k £894.97k £501.27k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £149.80k £49.40k £213.63k £469.11k £462.02k
Income - Endowments £0 £0 £0 £894.97k £0
Income - Investment £847 £87 £36 £2.06k £3.61k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £603.04k £656.30k £899.69k £1.27m £1.31m
Expenditure - Raising funds £11.43k £4.72k £15.41k £15.99k £20.15k
Expenditure - Governance £855 £525 £600 £3.75k £679
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £16.03k £16.30k £11.66k £17.54k £9.05k
Long-term investments £0 £0 £0 £0 £0
Other assets £269.44k £419.15k £739.54k £542.43k £208.15k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £16.75k £16.95k £303.54k £42.17k £61.67k

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 March 2024 30 January 2025 On Time
Accounts and TAR 31 March 2024 30 January 2025 On Time Download Open in new window
Annual return 31 March 2023 23 January 2024 On Time
Accounts and TAR 31 March 2023 23 January 2024 On Time Download Open in new window
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 31 January 2023 On Time Download Open in new window
Annual return 31 March 2021 02 January 2022 On Time
Accounts and TAR 31 March 2021 02 January 2022 On Time Download Open in new window
Annual return 31 March 2020 22 January 2021 On Time
Accounts and TAR 31 March 2020 22 January 2021 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 OF ASSOCIATION INCORPORATED 14 JANUARY 2005. as amended on 26 Apr 2023

Charitable objects

The charities objects are specifically restricted to the following: To promote the preservation of good mental health in particular by enabling and empowering everyone experiencing mental health problems to live with, manage and, where possible, recover. To promote mental health by working to increase the understanding of mental health and mental health problems by gathering and disseminating information and working to raise awareness, promote understanding and challenge stigma and discrimination. Nothing in the articles shall authorise the application of the property of the charity for purposes which are not charitable in accordance with section 7 of the Charities and Trustee Investment (Scotland) Act and/or section 2 of the Charities Act (Northern Ireland 2008).

Area of benefit

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

THE BOROUGH OF BOURNEMOUTH, THE BOROUGH OF POOLE, THE COUNTY OF DORSET AND BORDERING AREAS.

Contact information

Address:
Dorset Mind
Unit 8 Stratfield Saye
20-22 Wellington Road
Bournemouth
Dorset
BH8 8JN
Phone:
01202 315329
Email:
contact@dorsetmind.uk
Website:

www.dorsetmind.uk Open in new window