MAUDSLEY CHARITY

Charity number: 1175877
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We support patients and families, clinical care teams and scientists who are working towards the common goal of improving mental health. We are the hospital charity for South London and Maudsley NHS Foundation Trust (SLaM). We fundraise and support projects across SLaM, King's College London, our local community and nationally. We back better care, recovery and prevention of mental illness.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£9,569,810

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Donations and legacies £5.77m
Charitable activities £0
Other trading activities £0
Investments £2.81m
Other £986.86k

Total expenditure:
£16,948,269

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Raising funds £1.48m
Charitable activities £15.47m
Other £0

£14,322,643 investments gains (losses)

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 £1.48m
Charitable expenditure £15.47m

People

20 Employee(s)

10 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1
£80k to £90k 3
£110k to £120k 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

Main way of carrying out purposes is grant making
What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 22 November 2017: Standard registration
  • 12 November 2018: Funds received from 1055440-1 MAUDSLEY CHARITY - MARINA HOUSE PROJECT
  • 12 November 2018: Funds received from 1055440 MAUDSLEY CHARITY
Organisation type:
Charitable company
Other names:

No other names

Company number:
11071377 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
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Prof, OBE Frances Corner Chair 01 January 2023
LONDON HIGHER
Received: On time
LAMDA LTD
Received: On time
Bandi Mbubi Trustee 01 December 2023
None on record
Gemma Woodward Trustee 27 July 2023
None on record
PETER BAFFOE Trustee 20 May 2021
SOUTHWARK AND DEPTFORD CIRCUIT
Received: On time
Daniel Acquah Trustee 20 May 2021
None on record
David Bradley Trustee 28 November 2019
None on record
NICOLA BYRNE Trustee 12 November 2018
None on record
NIGEL JOHN KEEN Trustee 12 November 2018
None on record
CATHERINE LEE Trustee 12 November 2018
None on record
TREVOR LLOYD GOODE Trustee 12 November 2018
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 £4.32m £4.47m £9.70m £8.25m £9.57m
Total expenditure £6.37m £7.51m £21.12m £16.01m £16.95m
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
Income - Donations and legacies £149.00k £838.00k £6.40m £4.79m £5.77m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £50.00k £422.00k £781.00k £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £2.95m £2.75m £2.48m £2.67m £2.81m
Income - Other £1.08m £460.00k £31.00k £788.46k £986.86k
Income - Legacies £1.35k £266.30k £222.46k £6.49k £79.02k
Expenditure - Charitable activities £4.83m £6.28m £19.91m £14.77m £15.47m
Expenditure - Raising funds £1.53m £1.22m £1.21m £1.23m £1.48m
Expenditure - Governance £47.00k £85.00k £142.00k £111.33k £63.46k
Expenditure - Grants institution £2.90m £4.64m £17.77m £13.67m £14.29m
Expenditure - Investment management £909.00k £673.00k £698.00k £690.08k £859.51k
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 £6.42m £4.98m £4.89m £5.01m £5.01m
Long-term investments £123.90m £163.61m £163.57m £148.87m £162.14m
Other assets £21.82m £16.77m £15.50m £10.63m £8.22m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £6.12m £2.51m £12.05m £5.95m £9.87m

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 06 January 2025 On time
Accounts and TAR 31 March 2024 06 January 2025 On time
Annual return 31 March 2023 06 December 2023 On time
Accounts and TAR 31 March 2023 06 December 2023 On time
Annual return 31 March 2022 10 January 2023 On time
Accounts and TAR 31 March 2022 10 January 2023 On time
Annual return 31 March 2021 15 October 2021 On time
Accounts and TAR 31 March 2021 15 October 2021 On time
Annual return 31 March 2020 18 September 2020 On time
Accounts and TAR 31 March 2020 18 September 2020 On time
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 20 NOV 2017 as amended on 16 May 2019

Charitable objects

THE CHARITY'S OBJECTS (THE OBJECTS) ARE RESTRICTED SPECIFICALLY TO: 4.1 ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NHS FOUNDATION TRUST AND THE COMMUNITY HEALTH SERVICES ASSOCIATED WITH IT; 4.2 THE GENERAL OR SPECIFIC PURPOSES OF THE NATIONAL HEALTH SERVICE; AND 4.3 THE RELIEF OF SICKNESS AND THE PRESERVATION OF THE HEALTH AND SOCIAL WELFARE OF PEOPLE LIVING IN THE UNITED KINGDOM, PARTICULARLY BUT NOT EXCLUSIVELY THE MENTAL HEALTH AND WELLBEING OF SUCH PEOPLE.

Contact information

Address:
O R T U S CENTRE
82 GROVE LANE
LONDON
SE5 8SN
Phone:
02036969760
Email:
Rebecca.gray@maudsleycharity.org
Website:

www.maudsleycharity.org Open in new window