THE MRS SMITH AND MOUNT TRUST
Funding Mental Health, Homelessness and Health in the Community. Appeals are considered for project costs, running costs or salaries. Applications for funding for refurbishments/alterations to bring a building up to standard to meet legislative requirements may be considered. Exclusions apply - please see our website.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £9,797,044, comprising a capital fund of £10,141,031 and an income fund in deficit of £343,987. The Trustees report no material uncertainties regarding the charity's ability to continue as a going concern, noting that expenditure is funded by investment income and transfers from the capital fund as required.
What the accounts disclose
“The Trustees’ policy is to set an expenditure target which, after deduction of administration expenses and other liabilities, will be distributed by way of grants.” — page 10
“In the previous year Hope in Tottenham received the second instalment of their two-year grant, which amounted to £7,500. A trustee, Hannah Brooks-Plunkett (née Whitehead), is an employee of Hope in Tottenham. The grant was awarded in the financial year ending 31* January 2023 where standard procedures were followed.”
Trustees
- TIMOTHY BUCKLAND WARRENchair
- Christine Elizabeth McKenzie
- Dr Stephanie Aiken
- Dr Stephen Paul Brown
- SEAN WILLIAM SHEPLEY
- Serena Mullings
- Stuart Hynes
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £177k | £628k |
| 31/01/2024 | £188k | £778k |
| 31/01/2023 | £160k | £514k |
| 31/01/2022 | £150k | £460k |
| 31/01/2021 | £226k | £363k |
Common questions
Is THE MRS SMITH AND MOUNT TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £9,797,044, comprising a capital fund of £10,141,031 and an income fund in deficit of £343,987. The Trustees report no material uncertainties regarding the charity's ability to continue as a going concern, noting that expenditure is funded by investment income and transfers from the capital fund as required. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| WESTMINSTER FUND | 1 | £3.2m |
| THE DAGNY RAYMOND CHARITABLE TRUST | 1 | £23k |
| CORAM LIFE EDUCATION | 1 | £20k |
| Wokingham United Charities | 1 | £6k |
| THE BEATRICE LAING TRUST | 1 | £5k |
| KERITH COMMUNITY CHURCH | 1 | £3k |
| WOKINGHAM LIONS CLUB (CIO) | 1 | £1k |
| THE HOBSON CHARITY LIMITED | 1 | £300 |
Charities like this
- SAVE THE MOTHERS TRUST (SMT)
- THE KATHLEEN SMITH FOUNDATION
- MOUNTLANDS TRUST LIMITED
- MERSEY CARE NHS FOUNDATION TRUST CHARITY
- FOWLER SMITH AND JONES TRUST
- RENOVA TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE MRS SMITH AND MOUNT TRUST | £177k | — | 0 | unclear | — | no doubt |
| SAVE THE MOTHERS TRUST (SMT) | £596k | — | 0 | unclear | — | no doubt |
| THE KATHLEEN SMITH FOUNDATION | £103k | — | 0 | unclear | — | no doubt |
| MOUNTLANDS TRUST LIMITED | £3.5m | — | 0 | unclear | — | no doubt |
| MERSEY CARE NHS FOUNDATION TRUST CHARITY | £123k | — | 0 | unclear | — | no doubt |
| FOWLER SMITH AND JONES TRUST | £764k | — | 0 | below | — | no doubt |