MERTON MENCAP
The provision of projects and services for children, young people and adults with a learning disability and for their parents/carers, promoting choice, opportunity, independence and inclusion, and raising awareness and understanding of learning disability
Objects
3.1.1 THE RELIEF OF PEOPLE WITH A LEARNING DISABILITY IN PARTICULAR BY THE PROVISION OF HELP ANDSUPPORT FOR THEM AND FOR THEIR FAMILIES, DEPENDANTS AND CARERS, AND TO PREVENTLEARNING DISABILITIES FOR THE PUBLIC BENEFIT ; AND3.2 TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIMEOCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THEOBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.“LEARNING DISABILITY” MEANS ANY DEVELOPMENTAL DISABILITY OF THE MIND AND ANYASSOCIATED CONDITION HOWEVER CAUSED AND WHETHER MILD, MODERATE OR SEVERE.
Financial health, per its FY2026 accounts
The accounts state that the charity reported a net expenditure of £64,759 for the year, with total income of £766,855 against total expenditure of £831,614. Per the trustees' report, unrestricted free reserves stood at £278,041, representing four months of operating expenditure cover, which is within the stated policy target of three to six months.
What the accounts disclose
“The trustees aim to maintain unrestricted reserves of 3 - 6 months cover of operating expenditure” — page 29
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management 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 expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Volunteers: 24
- Government income: £500,308 — grants £500,308 (9); 65% of the £766,855 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 16
- Government income: £444,569 — grants £444,569 (6); 54% of the £826,670 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 25
- Government income: £423,525 — grants £423,525 (7); 60% of the £711,779 total gross income on the same return
Structured financials (annual return, FY ending 31/03/2026)
Trustees
- Richard Drummondchair
- Alfredo Benedicto
- Brian Treadwell
- Caroline Kitto
- IAN NEWMAN
- JULIAN FREDERICK JOHN WALTON
- Monica Stannard
- Patrick Donald Fraser
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £767k | £832k |
| 31/03/2025 | £827k | £765k |
| 31/03/2024 | £712k | £743k |
| 31/03/2023 | £697k | £701k |
| 31/03/2022 | £679k | £562k |
Common questions
Is MERTON MENCAP financially healthy?
Per its FY2026 accounts: The accounts state that the charity reported a net expenditure of £64,759 for the year, with total income of £766,855 against total expenditure of £831,614. Per the trustees' report, unrestricted free reserves stood at £278,041, representing four months of operating expenditure cover, which is within the stated policy target of three to six months. Its FY2026 accounts were independently examined.
Who funds MERTON MENCAP?
Funders whose own accounts filings name MERTON MENCAP as a grant recipient include THE BAILY THOMAS CHARITABLE FUND, THE TAYLOR FAMILY FOUNDATION, DAVID LISTER CHARITABLE TRUST, MERTON VOLUNTARY SERVICE COUNCIL, SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE BAILY THOMAS CHARITABLE FUND | FY2025 | £20k | General Grant |
| THE TAYLOR FAMILY FOUNDATION | FY2022 | £10k | |
| THE TAYLOR FAMILY FOUNDATION | FY2023 | £8k | |
| DAVID LISTER CHARITABLE TRUST | FY2026 | £5k | |
| MERTON VOLUNTARY SERVICE COUNCIL | FY2025 | £5k | |
| MERTON VOLUNTARY SERVICE COUNCIL | FY2024 | £3k | |
| SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION | FY2025 | £3k | |
| DAVID LISTER CHARITABLE TRUST | FY2025 | £2k | |
| THE KAYE CHARITABLE TRUST | FY2025 | £2k | |
| THE FORBES CHARITABLE FOUNDATION | FY2025 | £2k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Sport England | 30/05/2025 | £14k | Aces Active |
| City Bridge Foundation | 26/11/2020 | £50k | Grant to Merton Mencap |
| The National Lottery Community Fund | 31/05/2018 | £302k | Community For Life |
| City Bridge Foundation | 20/03/2017 | £62k | Grant to Merton Mencap |
| The National Lottery Community Fund | 07/11/2005 | £5k | Buddies Club |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE THREE GUINEAS TRUST | 1 | £126k |
| TRUST FOR LONDON | 1 | £71k |
| CYMDEITHAS ELUSENNOL YNYS MON | 1 | £33k |
| THE INMAN CHARITY | 1 | £5k |
| BARCHESTER HEALTHCARE FOUNDATION | 1 | £2k |
Charities like this
- MELTON MENCAP
- HERTSMERE MENCAP
- PEMBROKESHIRE MENCAP LTD
- MENCAP MON
- HUNTINGDON MENCAP SOCIETY LIMITED
- MENCAP IN KIRKLEES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| MERTON MENCAP | £767k | — | 0 | unclear | — | no doubt |
| MELTON MENCAP | £655k | — | 0 | below | — | no doubt |
| HERTSMERE MENCAP | £183k | — | 0 | above | — | no doubt |
| PEMBROKESHIRE MENCAP LTD | £402k | — | 0 | below | — | no doubt |
| MENCAP MON | £210k | — | 0 | unclear | — | no doubt |
| HUNTINGDON MENCAP SOCIETY LIMITED | £1.7m | — | — | above | — | no doubt |