MINDSTEP FOUNDATION
The charity operates from South Wales and it's objectives are the preservation and protection of physical and mental health through education, counselling and research and financial assistance to those who are unable to afford treatment.
Objects
THE PRESERVATION AND PROTECTION OF PHYSICAL AND MENTAL HEALTH THROUGH EDUCATION, COUNSELLING AND RESEARCH AND FINANCIAL ASSISTANCE TO THOSE WHO ARE UNABLE TO AFFORD COUNSELLING.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a surplus of £5,971 for the year ended 30 June 2025, with total incoming resources of £59,807 and resources expended of £53,836. Per the trustees' report, unrestricted reserves stood at £69,696, which is significantly above the stated policy target of £5,000. The trustees confirmed that adequate resources exist to continue operations for the foreseeable future.
What the accounts disclose
“Donations and gifts 56,807” — page 12
“It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at £5,000” — page 6
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/06/2025
- Volunteers: 4
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2024
- Volunteers: 2
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2023
- Volunteers: 2
- Grant-making is its main activity
Corporate structure
- Registered company of the charity Companies House 12043044 · Financial health read from its filings
Company officers (Companies House)
- DAVIES, Georgia Rhiannon Patricia on trustee list
- DAVIES, Jasmine Joanna Andrea on trustee list
- DAVIES, Tracey Kathleen on trustee list
Trustees
- Georgia Davies
- Jasmine Davies
- TRACEY KATHLEEN DAVIES
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £60k | £54k |
| 30/06/2024 | £27k | £56k |
| 30/06/2023 | £70k | £45k |
| 30/06/2022 | £96k | £47k |
| 30/06/2021 | £52k | £49k |
Common questions
Is MINDSTEP FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a surplus of £5,971 for the year ended 30 June 2025, with total incoming resources of £59,807 and resources expended of £53,836. Per the trustees' report, unrestricted reserves stood at £69,696, which is significantly above the stated policy target of £5,000. The trustees confirmed that adequate resources exist to continue operations for the foreseeable future. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH) | 1 | £1.6m |
| THE ROTHSCHILD FOUNDATION | 1 | £140k |
| THE FREDDIE GREEN AND FAMILY CHARITABLE FOUNDATION | 1 | £20k |
| THOMAS HICKMAN'S CHARITY | 1 | £15k |
| WILLIAM HARDING'S CHARITY | 1 | £14k |
| ANSON CHARITABLE TRUST | 1 | £12k |
| BUCKINGHAMSHIRE COMMUNITY FOUNDATION | 1 | £10k |
| BEDFORDSHIRE AND LUTON COMMUNITY FOUNDATION | 1 | £5k |
Charities like this
- MENTAL HEALTH MATTERS
- MINDAPPLES
- MIND IN WEST ESSEX
- TENDRING MENTAL HEALTH SUPPORT
- LINDENGATE
- ONE FOOTSTEP
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| MINDSTEP FOUNDATION | £60k | — | 0 | unclear | — | no doubt |
| MENTAL HEALTH MATTERS | £28.2m | £110,001 - £120,000 | — | above | — | no doubt |
| MINDAPPLES | £44k | — | 0 | unclear | — | no doubt |
| MIND IN WEST ESSEX | £3.2m | — | — | above | — | no doubt |
| TENDRING MENTAL HEALTH SUPPORT | £1.0m | — | 0 | unclear | — | no doubt |
| LINDENGATE | £434k | — | 0 | no_policy | — | no doubt |