Finance Score: 5
Governance Score: 9
Support Score: 4
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +4
Overall GiG Score: 18 ?

MINSTEAD TRUST

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.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

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
05/04/23£6,494£6,710£-215£29£6,371£6,25511.2239115
05/04/22£5,356£5,274£81£31£6,586£6,38414.5221112
05/04/21£4,591£3,680£911£30£6,522£6,29820.5132110
05/04/20£4,257£3,762£495£34£5,555£5,45717.4130121
05/04/19£3,324£3,267£56£23£5,126£4,99718.4135140
05/04/18£6,279£2,920£3,360£185£5,036£4,90320.11080
05/04/17£2,301£2,217£85£118£1,675£1,65791000
05/04/16£1,790£1,977£-187£57£1,482£1,4809820
05/04/15£1,874£1,683£192£21£1,667£1,66711.9660
05/04/14£1,719£1,525£195£8£1,475£1,47511.6590
05/04/13£1,507£1,355£153£11£1,280£1,27711.3540
05/04/12£1,415£1,276£139£8£1,128£1,12110.5520
05/04/11£1,409£1,241£169£11£989£9809.5540
05/04/10£1,407£1,164£243£11£820£8208.5520
05/04/09£1,314£1,198£116£13£577£5775.8590
05/04/08£1,249£1,145£104£9£460£4564.8570
05/04/07£1,237£1,147£90£9£357£3523.7560
05/04/06£1,210£1,104£106n/an/an/an/an/an/a
05/04/05£1,063£1,096£-33n/an/an/an/an/an/a
05/04/04£1,066£1,022£44n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 17%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 11.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.5
Asset Split ?
Balance Sheet History
Established: 29 years

www.minsteadtrust.org.uk

info@minsteadtrust.org.uk

02380812297

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
GiG Classification
  • Other facilities management and maintenance
How it operates
  • Provides human resources
  • Provides services
Where it operates
  • Throughout England,
Who it helps
  • People With Disabilities

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.

Specific Donations
Amount When
Months
To be used for
National Lottery Heritage Fund - Grant to Minstead Trust
£4,800 15/07/2021
Capturing the voice of people with learning disabilities
DCMS - Coronavirus Community Support Fund
£145,840 21/08/2020
"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
Co-Operative Group - Grant to Minstead Trust
£4,301 19/11/2018
We want to provide transportation for people with learning disabilities from the local area so that they can access training and support.
The Clothworkers Foundation - Grant to Minstead Training Trust
£5,000 12/06/2017
purchase of minibus for a charity which works with disabled people in Hampshire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split
Based on 11/12 persons

Age Range of Trustees: 35-79
  • DR DAVID WILLIAM NAYLOR Appointed: 2024, Occupation: Doctor
  • EDWARD MAXIMINO CASANOVA Appointed: 2023, Occupation: Retired
  • ELANOR CLARK Appointed: 2024, Occupation: Pursuit Lead
  • ELIZABETH SELBY Appointed: 2016, Occupation: Retired
  • GAEL LOUISE SELLWOOD Appointed: 2023, Occupation: Retired
  • IAN MORRIS CLARK Appointed: 2018, Occupation: Retired
  • JOSEPHINE ANNE GRUNWELL (Chair) Appointed: 2018, Occupation: Hr Professional
  • MARTIN JOHN CALLAGHAN Appointed: 2020, Occupation: Retired
  • NICOLA LOUISE PESTELL Appointed: 2024, Occupation: Chief Growth Officer
  • OLIVER DOUGLAS TRUMBLE Appointed: 2022, Occupation: Head Of Programme Development
  • OLIVIA MARY MCDONALD Appointed: 2018, Occupation: Teacher
  • SAMANTHA AGNEW Appointed: 2022, Occupation: Operational And Strategic Manager
Legal constitution
  • Charitable company registered in England & Wales on 27/02/1996, number: 1053319
  • Registered at Companies House on 22/01/1996, number: 03149116
Gift Aid
  • Registered with HMRC for Gift Aid
Fundraising Regulator
First registered: 09/01/2019, current status: Small charity
Other Regulators
  • Care Quality Commission
Policies in force
  • 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
Filing Record
20 returns made; all on time
Main office

Minstead Lodge
London Minstead
Minstead
LYNDHURST
SO43 7FT

Objectives

(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.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
Charizone

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