Finance Score: -4
Governance Score: 4
Support Score: 9
  • Reasonable growth: +1
  • Fundraising costs high: -5
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteer base +3
  • Overall weighted support: +6
Overall GiG Score: 9 ?

THE MUSTARD TREE

Mission:

Combatting Poverty - Prevent Homelessness
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The charity has received backing from multiple prominent grant makers recently
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age

Financial issues to consider:

  • Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£2,190£2,237£-47£1,010£2,384£2,34812.645533
31/03/22£1,726£1,771£-45£743£2,431£2,37316.142888
31/03/21£1,660£1,540£120£769£2,476£2,41818.842311
31/03/20£1,417£1,495£-78£760£2,356£2,35218.943216
31/03/19£1,319£1,404£-85£798£2,454£2,43820.842208
31/03/18£2,575£1,241£1,333£371£2,519£960.9370
31/03/17£1,230£1,049£182£318£1,185£5005.7320
31/03/16£1,031£869£162£267£638£1752.4250
31/03/15£1,066£797£269£270£479£2043.1230
31/03/14£687£626£60£198£210£1673.2180
31/03/13£731£668£63£185£150£861.5150
31/03/12*£592£599£-7£196£87£350.7150
31/03/11£429£336£93n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 47.1%
Fundraising Costs/Total Spending: 45.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 14%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 12.6 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.7
Asset Split ?
Balance Sheet History
Established: 15 years
(22 years as a company)

www.mustardtree.org.uk

information@mustardtree.org.uk

0161 850 2282

Charity Commission for England and WalesCompanies HouseFacebookInstagramXYouTube
UN SDGs
?
How you can help
What it does
We create opportunities to help improve economic wellbeing and find settled homes. We do this through community shops, training placements, support services, gifting schemes, vocational training and creative classes – offering a consistent, warm welcome to all.
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Bolton, Bury, Manchester City, Oldham, Rochdale, Salford City, Stockport, Tameside, Trafford, Wigan,
Who it helps
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Garfield Weston Foundation£104,000
DCMS£100,000
Crisis UK£25,000
Greater Manchester Mayor's Charity£16,500
Specific Donations
Amount When
Months
To be used for
MACC - Growing Together Levenshulme
£800 18/03/2022
Migrant Destitution Fund GM, awards to pre-vetted applicant organisations of up to £80 on behalf of individual destitute migrants and other people with no recourse to public funds
MACC - Caring & Sharing Rochdale
£1,140 04/03/2022
Migrant Destitution Fund GM, awards to pre-vetted applicant organisations of up to £80 on behalf of individual destitute migrants and other people with no recourse to public funds
MACC - The Eagle's Wing
£640 04/03/2022
Migrant Destitution Fund GM, awards to pre-vetted applicant organisations of up to £80 on behalf of individual destitute migrants and other people with no recourse to public funds
MACC - Women Asylum Seekers Together
£1,760 04/03/2022
Migrant Destitution Fund GM, awards to pre-vetted applicant organisations of up to £80 on behalf of individual destitute migrants and other people with no recourse to public funds
MACC - Supporting People In Need
£1,200 18/02/2022
Migrant Destitution Fund GM, awards to pre-vetted applicant organisations of up to £80 on behalf of individual destitute migrants and other people with no recourse to public funds
MACC - Mustard Tree
£1,980 17/12/2021
To help vulnerable people and families cover the cost of essentials with a one-off gift payment of either £100 (for households/families with dependent children aged under 19) or £70 (for households/single-occupants with no children)
Sir Jules Thorn Charitable Trust - Mustard Tree - 12/10/21
£1,500 03/11/2021
Food Club
Garfield Weston Foundation - Multi-Year Grant (3 Years) award - COVID19 response
£54,000 29/10/2021
36
Unrestricted Multi-Year Grant
Co-Operative Group - Grant to Mustard Tree
£4,661 24/10/2020
We aim to deliver vocational training, enabling people in poverty and homelessness to move beyond disadvantage, for good.
DCMS - Coronavirus Community Support Fund
£100,000 23/07/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
Greater Manchester Mayor's Charity - Grant to The Mustard Tree
£10,000 14/05/2020
3
To fund staffing costs for the reception team enabling them to stay in touch and support their clients. (COVID-19 response)
Manchester City Council - Grant to The Mustard Tree
£3,500 04/05/2020
Grant towards provision of vulnerable people during the COVID-19 Pandemic
Crisis UK - Grant to Mustard Tree
£25,000 09/04/2020
Food parcels for immediate need, access to freedom project and progression for other clients
Manchester City Council - Grant to The Mustard Tree
£5,000 01/04/2020
Employment Support Outcomes Funding
Greater Manchester Mayor's Charity - Grant to The Mustard Tree
£6,500 30/03/2020
Supporting initial response to the COVID-19 pandemic.
Manchester City Council - Grant to The Mustard Tree
£4,000 23/03/2020
Grant for costs of increasing core food offers to support Covid-19 relief activities in the coming weeks/months.
Garfield Weston Foundation - Main Grants award
£50,000 07/02/2020
The Freedom Project
National Lottery Community Fund - Friday Food
£8,800 10/01/2020
12
The project will provide hot nutritious meals, provide essential items and give access to an IT suite for people either in poverty or rough sleeping. This will enable them to have a safe place to go to help build positive social relationships, have ....more
MACC - Mustard Tree
£5,000 05/09/2019
Project aimed at keeping people safe and/or reducing harm and offending and/or strengthening communities and places
National Lottery Community Fund - Freedom
£205,000 26/06/2019
60
The aim of the project is to develop the skills, boost the confidence and find work for people who are homeless or are at risk of being homeless. Funding will go towards the continuation of the project.
Sport England - Activate
£10,000 09/07/2018
12
Funding under Sport England's Small Grants funding programme for a Revenue project titled Activate. This project lists its main activity as Multi Sports
National Lottery Community Fund - Freedom Graduate Scheme
£10,000 28/06/2018
12
The charity will provide practical support, friendship, routes into work and wellbeing sessions to disadvantaged people in Manchester.
Lloyds Bank Foundation - Grant to Mustard Tree
£73,887 06/05/2015
36
the Freedom+ Project that supports those furthest from the job market to improve their skills and confidence through training and volunteering and as such be better able to access employment opportunities
Lloyds Bank Foundation - Grant to Mustard Tree
£40,000 24/02/2012
the salary of the Freedom Project Co-ordinator and a contribution towards overheads
Show more rows

Data sourced from Donors via 360 Giving

How do they operate?

The Freedom Project

Objectives: Help people learn new skills, build confidence and find work

Intervention period: 6 months

Beneficiaries: People furthest away from the job market

Location: Greater Manchester (Ancoats, Eccles and Little Hulton)

Description: Do you want to make a positive change in your life – to overcome barriers and achieve goals? Joining the Freedom Project could be your route into qualifications and employment, with hands-on training in areas such as retail, warehouse, facilities and hospitality.

Who works here?

  • JO WALBY
    Chief Executive
    Appointed: June 2017
Jo joined Mustard Tree in 2017, following 8 years in an executive role at Big Life Group, managing the charity’s proposition around Primary Care including delivering NHS and local authority contracts – particularly in mental health. Prior to Big Life, she worked for 10 years in the private sector for Hewlett Packard in client facing roles, most notably in Consulting and Integration business. Jo has massively developed the charity, ....more

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees:
  • CHARLOTTE LOUISE NORMAN Appointed: 2020, Occupation: Chief Executive Officer
  • DARREN CLARK CSTJ,DL Appointed: 2023
  • JAMES KIELTY Appointed: 2015, Occupation: Consultant Project Manager
  • MARK ISAAC ADLESTONE OBE (Chair) Appointed: 2021
  • NICOLA RUTH WERTHEIM Appointed: 2021, Occupation: Director
  • RICHARD CAULFIELD Appointed: 2018, Occupation: Director
Legal constitution
  • Charitable company registered in England & Wales on 25/03/2010, number: 1135192
  • Registered at Companies House on 04/03/2002, number: 04386613
Gift Aid
  • Registered with HMRC for Gift Aid
Fundraising Regulator
First registered: 08/11/2017, current status: Large charity (levy paid)
Event History
Policies in force
  • 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
  • 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
Filing Record
13 returns made; AR12: 1 days late,
Recent reorganisation events:
  • Asset transfer in from KROLL CHARITABLE FOUNDATION (UK) on 26/05/2023
Main office

The Mustard Tree
110 Oldham Road
MANCHESTER
M4 6AG

Objectives

THE OBJECTS OF THE CHARITY ARE THE RELIEF OF POVERTY IN PARTICULAR BUT WITHOUT LIMITING THE FOREGOING BY THE PROVISION OF AND ASSISTANCE IN OBTAINING HOUSING, FURNITURE, FOOD, CLOTHING AND OTHER ITEMS FOR PERSONS WHO ARE IN NECESSITOUS CIRCUMSTANCES ON TERMS APPROPRIATE TO THEIR NEEDS AND THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED AND DISADVANTAGED AND SOCIALLY EXCLUDED PEOPLE ('THE OBJECTS').

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources

Charity Commission for England and Wales
360 Giving
Charizone

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