CAERPHILLY BOROUGH MIND
Provides guidance and support to individuals who have been affected by mental ill health. This service extends to their families and friends. Through time tabled activities the organisation offers an opportunity for individuals to develop social networks, build confidence and self esteem and learn new skills
Objects
1) TO PROMOTE THE PRESERVATION OF GOOD MENTAL HEALTH IN PARTICULAR BY ENABLING AND EMPOWERING EVERYONE EXPERIENCING MENTAL HEALTH PROBLEMS TO LIVE WITH, MANAGE AND RECOVER FROM THIS CONDITION.2) TO RELIEVE THE NEEDS OF PEOPLE WITH MENTAL HEALTH PROBLEMS BY WORKING TO INCREASE THE UNDERSTANDING OF MENTAL HEALTH AND MENTAL HEALTH PROBLEMS BY GATHERING AND DISSEMINATING INFORMATION AND WORKING TO RAISE AWARENESS, PROMOTE UNDERSTANDING AND CHALLENGE STIGMA AND DISCRIMINATION.
Financial health, per its FY2025 accounts
The accounts state that free reserves of £166,722 are below the trustees' established policy target of £195,376. The trustees acknowledge concerns over future funding due to the precarious nature of grants but remain confident in securing alternative sources. The charity reported a net income surplus of £5,283 for the year, with total funds carried forward at £306,520.
What the accounts disclose
“Actual free reserves are short of this target being £166,722.” — page 4
“Given the nature of the organisation, there are always concerns over future funding. However, the organisation is constantly pursuing alternative sources of funds and are confident that these funds will be identified and secured. Given this, the financial statements have been prepared on a going concern basis.” — page 10
“The Company Secretary and Director of Operation's step daughter is employed by the charity. She was paid at rates commensurate with her position and in line with other members of staff. The appointment process was open and at arms length and the Trustees were fully informed of the relationship before the appointment.” — page 18
Policies the charity declares
- 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
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 10
- Government income: £197,083 — contracts £197,083 (2); 57% of the £348,046 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 10
- Government income: £121,646 — grants £121,646 (1); 30% of the £404,575 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 12
- Government income: £114,289 — contracts £114,289 (1); 26% of the £445,914 total gross income on the same return
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2023 (received 02/02/2024, 2 days after the 31/01/2024 due date).
Trustees
- Matthew Hayes-Lissackchair
- Angharad Clemens
- Christopher Summers
- Rhys Denton
- Yvonne Parfitt
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £348k | £343k |
| 31/03/2024 | £405k | £401k |
| 31/03/2023 | £446k | £438k |
| 31/03/2022 | £425k | £391k |
| 31/03/2021 | £299k | £226k |
Common questions
Is CAERPHILLY BOROUGH MIND financially healthy?
Per its FY2025 accounts: The accounts state that free reserves of £166,722 are below the trustees' established policy target of £195,376. The trustees acknowledge concerns over future funding due to the precarious nature of grants but remain confident in securing alternative sources. The charity reported a net income surplus of £5,283 for the year, with total funds carried forward at £306,520. Its FY2025 accounts were independently examined.
Who funds CAERPHILLY BOROUGH MIND?
Funders whose own accounts filings name CAERPHILLY BOROUGH MIND as a grant recipient include MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH), THE OAKDALE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH) | FY2024 | £907k | Supported Self Help Wales Consortium 23/24 |
| MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH) | FY2021 | £563k | Active Monitoring |
| MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH) | FY2021 | £563k | Active Monitoring |
| MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH) | FY2021 | £563k | Active Monitoring |
| MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH) | FY2023 | £439k | Active Monitoring Wales Welsh Government Fund |
| MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH) | FY2022 | £127k | Active Monitoring - Welsh government |
| THE OAKDALE TRUST | FY2024 | £2k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 28/03/2024 | £423k | My Whole Life |
| The National Lottery Community Fund | 24/05/2023 | £9k | Being there - growing our social media presence |
| The National Lottery Community Fund | 28/01/2021 | £471k | 'My Whole Life' - A Holistic approach to mental well-being |
| The National Lottery Community Fund | 21/06/2015 | £5k | 5 Ways to Wellbeing training courses |
| The National Lottery Community Fund | 06/06/2013 | £2k | Train the Trainer |
| The National Lottery Community Fund | 25/03/2009 | £64k | Transfer from PPA/1/010268459 |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE STONE FAMILY FOUNDATION | 1 | £707k |
| MRS WATERHOUSE CHARITABLE TRUST | 1 | £292k |
| THE ACCESS TO JUSTICE FOUNDATION | 1 | £271k |
| The Caledonia Investments Charitable Foundation | 1 | £163k |
| BERKSHIRE COMMUNITY FOUNDATION | 1 | £30k |
| CHARLES PLATER TRUST | 1 | £19k |
| THE NORTHWICK TRUST | 1 | £16k |
| E F BULMER TRUST | 1 | £14k |
Charities like this
- OXFORDSHIRE MIND
- HAVERING MIND
- MIND IN BRIGHTON & HOVE
- HEREFORDSHIRE MIND
- CARDIFF MIND LTD
- DONCASTER MIND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CAERPHILLY BOROUGH MIND | £348k | — | 0 | below | — | noted |
| OXFORDSHIRE MIND | £7.0m | — | — | above | — | no doubt |
| HAVERING MIND | £1.9m | £70,001 - £80,000 | 1 | unclear | — | no doubt |
| MIND IN BRIGHTON & HOVE | £1.0m | £70,000 - £80,000 | 1 | above | — | no doubt |
| HEREFORDSHIRE MIND | £945k | — | 0 | unclear | — | no doubt |
| CARDIFF MIND LTD | £1.6m | — | 0 | unclear | — | material uncertainty |