MENCAP IN KIRKLEES

Charity Number: 702494
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The provision of high quality support and advice to meet the needs of children, young people and adults with a learning disability. This includes support and advice to families and carers. The major areas of activity are : day services, residential services, community support, befriending and advocacy.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£3,519,851

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Donations and legacies £4.25k
Charitable activities £3.48m
Other trading activities £10.52k
Investments £20.96k
Other £0

Total expenditure:
£3,353,819

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Raising funds £4.00k
Charitable activities £3.35m
Other £0

£0 investments gains (losses)

Total income includes £3,414,115 from 5 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £4.00k
Charitable expenditure £3.35m
Retained for future use £166.03k

People

102 Employee(s)

5 Trustee(s)

18 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • General Charitable Purposes
  • Education/training
  • Disability
  • Accommodation/housing
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Kirklees

Governance

Registration history:
  • 25 January 1990: Standard registration
Organisation type:
Charitable company
Other names:
  • HUDDERSFIELD MENCAP (Previous name)
Company number:
02428994 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events 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
  • 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
LINDA WRIGLEY Chair
None on record
Prof Liz Towns-Andrews Trustee 11 October 2023
None on record
David Birch Trustee 28 April 2022
None on record
JILL ROBSON Trustee 22 January 2015
JMS SUPPORTED LIVING TRUST
Received: On time
ANTHONY SCOTT HORSFALL Trustee
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 £3.40m £3.45m £3.16m £3.15m £3.52m
Total expenditure £3.50m £3.19m £3.00m £3.03m £3.35m
Income from government contracts £3.19m £3.32m £3.02m £3.06m £3.41m
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £16.22k £64.91k £41.96k £8.44k £4.25k
Income - Other trading activities £30.42k £1.09k £3.31k £13.55k £10.52k
Income - Charitable activities £3.35m £3.39m £3.11m £3.13m £3.48m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.16k £246 £102 £5.43k £20.96k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.50m £3.13m £2.95m £2.97m £3.35m
Expenditure - Raising funds £4.88k £59.49k £51.40k £58.94k £4.00k
Expenditure - Governance £0 £0 £0 £0 £49.37k
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 £294.75k £268.08k £255.71k £240.14k £256.05k
Long-term investments £0 £0 £0 £0 £0
Other assets £903.28k £1.29m £1.43m £1.62m £1.85m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £269.78k £360.18k £330.01k £388.88k £462.69k

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 29 January 2025 On Time
Accounts and TAR 31 March 2024 29 January 2025 On Time Download Open in new window
Annual return 31 March 2023 30 January 2024 On Time
Accounts and TAR 31 March 2023 30 January 2024 On Time Download Open in new window
Annual return 31 March 2022 27 January 2023 On Time
Accounts and TAR 31 March 2022 27 January 2023 On Time Download Open in new window
Annual return 31 March 2021 26 January 2022 On Time
Accounts and TAR 31 March 2021 26 January 2022 On Time Download Open in new window
Annual return 31 March 2020 28 January 2021 On Time
Accounts and TAR 31 March 2020 28 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 4 OCTOBER 1989 AS AMENDED BY SPECIAL RESOLUTION DATED 25 JANUARY 2007 AND CERTIFICATE OF INCORPORATION UPON CHANGE OF NAME DATED 30 SEPTEMBER 2008

Charitable objects

THE RELIEF OF PEOPLE WITH A LEARNING DISABILITY IN PARTICULAR BY THE PROVISION OF HELP AND SUPPORT FOR THEM AND THEIR FAMILIES, DEPENDANTS AND CARERS. TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Area of benefit

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

KIRKLEES

Contact information

Address:
Mencap in Kirklees
Independence House
Holly Bank Road
HUDDERSFIELD
Lindley
HD3 3LX
Phone:
01484 340811
Email:
info@mencapinkirklees.org.uk
Website:

www.mencapinkirklees.org.uk Open in new window