ivi IT MARY
30YE
FKAN(ES
TKUST
Inspiring Mental Wellbeing
Annual Report and Accounts
From 1 April 2023 to 31 March 2024
The Mary Frances Trust
23 The Crescent
Leatherhead
Surrey
KT22 8DY
01372 375 400
www.mar
f rancestrust.or
inf o@maryf rancestrust.or

Contents Table
Company Information
Introduction
Aims & Objectives
Trustees, Report
9-13
Achievements & Performance
14-50
Publ ic Benef it Statement/Funding
51-53
Reserves Pol icy
54
Independent Auditors Report
55-62
Audited Accounts
63-65
( for the year ending 5 7/05/24)
Notes to the Financial Statement
66-77
( for the year ending 5 7/05/24)

Company Information
Company Information
CHAIR..
Sam Greenhouse
VICE CHAIR:
Jeremy Ross (unti120/11 /23)
TRUSTEES:
Fergus Addison
Susan Grant
Paul Matthews - Treasurer
Claire Nethersole
Heather Ward
Steven Rowley
Rupert Gowrley
Tommy Edwards
CEO & COMPANY SECRETARY:
Patrick Wolter
REGISTERED OFFICE:
23 The Crescent
Leatherhead
Surrey
KT22 8DY
CHARITY REGISTRATION..
1055113
COMPANY REGISTRATION:
3189443

Company Information
AUDITORS:
Andrew Skilton
Brewers Chartered Accountants
Bourne House
Queen Street
Gomshall
GU5 9LY
BANKERS:
CAF Bank Ltd
25 Kings Hill Avenue
Kings Hill
West Malling
Kent
ME194TA

Introduction
Introduction
As a mental health charity, our priority is always to dedicate our time and ef forts to
supporting the wellbeing of all our clients- something that all our staf f have proudly
carried on doing throughout the year. We are delighted that this year several of our
key service contracts have been renewed, including Community Connections. Service
User Network (SUN), GPimhs and Recovery & Connect. This is important as these
contracts provide a signif icant proportion of our income, enabl ing us to continue to
provide qual ity community mental health services as a trusted partner in the mental
health system in Surrey.
Alongside partner organisations in the NHS and voluntary sector, Mary Frances Trust
continues to play an essential part in the Community Mental Health Transf ormation
Programme which is happening across Surrey but also nationwide. Not only do we
del iver pi lot services that are designed to pioneer new ways of delivering mental health
support, but we also participate in monitoring. reviewing and developing those
services.
Working in partnership is one of the key areas of f ocus of our strategy, which is now
in its f irst year of implementation. This report set5 Out our strategic priorities, which
all staf f , volunteers and Trustees are working together to turn into reality.
th
Finally, it's hard not to mention that 2024 marks the year of our 30 anniversary as a
charity. That's 30 years since our founders, Mary and Frances, started out our
organisation on a f lipchart and launched the suitably named Mary Frances Trust in the
very building where our head of f ice is still based today.

Introduction
Since then, the charity has grown f rom strength to strength f rom a local support group
in Leatherhead to become a leading mental wellbeing charity in Surrey with a growing
workf orce of 46 staf f members, of f ering eight dif f erent services onl ine and f ace-to-
f ace and supporting on average 2,300 residents every month in Surrey Downs. with
mental health issues of all kinds.
We are very proud of our rich history and want to continue to strengthen our legacy
for many years to come- an ambition our new strategy is there to support, and which
our staf f and Trustees are all excited to embrace. so we can continue to serve the
wellbeing of the Surrey community.
Sam Greenhouse
Chair of Trustees
*Surrey Downs comprises of the f ol lowing areas: Epsom, Ewell & Banstead, Mole
Valley and Elmbridge.

Aims & Objectives
Aims & Objectives
Mary Frances Trust (MFT) is a charitable organisation established in 1994 by
people who used mental health services, carers and prof essionals to support
people with any mental health issues. It is a non-medical service set up to
address the social consequences of mental health issues on the lives and
wellbeing of people who use mental health services.
These include the following (but are not limited to):
Low self -esteem and self -conf idence (compounded by the negative attitudes
in our society towards those with mental health issues).
Social isolation and exclusion f rom many areas of community life (including
leisure, volunteering and education),.
Low income because of long-term reliance on benef its (people using mental
health services have the lowest rate of employment of any group of disabled
people),.
>* Poorer physical health compared to the general population.
Until 2006, our services were based strictly on the Clubhouse Model (a model of
social rehabilitation started in New York in the 1950's) which was an excellent
starting point f or development of user-led services. With time, however, MFT has
adapted to the changing approach to mental health, and the way services are
being delivered, while at the same time staying faithful to our main values and
rinci
Our vision
We believe anyone experiencing any kind of mental or emotional health issues
should f eel conf ident to ask f or help, receive appropriate support for as long as

Aims & Objectives
they need, and feel inspired to develop the skills that will help them to restore
and/or maintain their own wellbeing.
Our mission
Our mission is to:
y* Work alongside people experiencing any kind of emotional or mental health
issues for as long as they need, and inspire them to develop the skills that will
help them to restore and maintain their emotional wellbeing.
Involve people with lived experience of mental health at every level of the
charity so they can help us design, deliver, monitor and review our services to
ensure they respond to their changing needs.
Consistently chal lenge stigma attached to mental il Iness and raise awareness
of the importance f or everyone to look af ter their mental wellbeing.
Lead and co-ordinate the development and del ivery of f irst-class, voluntary
mental health services in Surrey.
Maintain suff icient funding streams to be able to provide person-centred
services to people experiencing any kind of emotional or mental issues.
Over the years, we have developed a range of activities which support people
using our services with their wellbeing and recovery. to access opportunities
within the community, to set their own achievable goals and to have the best
possible quality of life.
Our Strategic Priorities
We are in the f irst year of implementing our three-year strategy, working on the
following four focus areas. as identif led through consultation with staf f, our
Advisory Group, volunteers and some of our clients:

Aims & Objectives
NFI FOCUS AREAS
Ready for Now and
for the Future
Live Jnd Breathe
Co-production
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Strategic
Relationships and
Partnership Worklng
strategic
Communications
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Ready for Now and for the Future
We want to make sure that with the current dynamic landscape in mental health
and NHS, whilst continuing to manage effectively in the here-and-now, we
prepare the charity for what the f uture brings considering workforce f inancial
stability and systems & processes.
Strategic Communications
We know how important communication is in a modern, prospering organisation.
We will work not onlyon raising our prof ile and establishing MFT as a local mental
health expert. We will also improve our internal communications to give all our
staf f a deep sense of belonging. We will also use communications to improve our
f undraising opportunities.
Live and Breathe Co-production
We have made progress in this area over the years. It is our unique and very
important value to be guided by the people we serve. We want to have clear and

Aims & Objectives
visible evidence co-production is understood and represented appropriately at al I
levels of our organisation.
Strategic Relationships and Partnership Working
recognise MFT is an important element of a wider system. We embrace our
existing partnerships but will also aim to review and strengthen them, as well as
bui Id new ones to represent a positive voice for the voluntary sector and people
with lived experience in how services are designed and delivered and build new
ones to represent a positive voice f or the voluntary sector and people with lived
experience in how services are designed and delivered.
Progress on our Strategic Objectives
Ready for Now and for the Future
We've reviewed dif f erent key aspects of the organisation (our values, organisational
structure, staf f welfare and benef its, staff training and staf f satisfaction) as well
as conducted some Strength, Weakness, Opportunity, and Threats (SWAT) Analysis
and Political, Economic, Social, Technological and Environmental Analysis to get a
better understanding of the mental health landscape now and in the f uture.
Strategic Communications
Updates on this objective can be found in the Communications and Fundraising
sections of this report on pages 45-50.
Live and Breathe Co-Production
An update on this objective can be found in the Co-Production section of this report
on pages 41-45.
Strategic Relationships and Partnership Working
We've started by setting up a working group and doing an audit of our current
partnerships. Next steps will involve an action plan to develop each partnership as
well as identify new partnerships that we would like to pursue.

Trustees, Report
Trustees. Report
The Trustees present their report with the financial statement of the
Company f or the year ending 31 March 2024.
The Trustees, who are also Directors of the Company under company law and
under the Company's Articles are known as the "Board of Trustees" are
responsible f or preparing the Trustees, Report and the f inancial statements
in accordance with appl icable law and United Kingdom Accounting Standards
(United Kingdom Generally Accepted Accounting Practice). They provide their
services f ree of charge.
Mary Frances Trust is incorporated as a company limited by guarantee, The
Trust was incorporated in April 1996 using a model form of a governing
document created by the Charity Commission in 1995. At our Annual General
Meeting (AGM) on 20 November 2023, our Members approved changes to the
governing document (Memorandum and Articles of Association) to ref lect
changes to legislation and guidance from the Charity Commission (as
ref lected in their Model Articles 2017) and changes to the way people and
communities interact and conduct business.
The principal object of the Charity is to support people with mental health
issues. particularly through the use of user-led, psycho-social interventions.
Membership of the charity is open to anyone with lived experience of
emotional or mental health issues as well as their carers. These Members

Trustees, Report
register before our Annual General Meeting (AGM) for the duration of one
year. They then have the right to elect the Board of Trustees at our AGM,
approve our financial accounts, elect our auditors as well as vote on
important changes regarding the charity. In the event of the Company being
wound up, every Member undertakes to contribute such amount as may be
required (not exceeding £10) to MFT'S assets.
Trustees involved with MFT during the year under review are listed in our
Company Information on page 1 of this report. Members approved the
election of the most recently appointed Trustees: Rupert Gowrley. Steven
Rowley and Tommy Edwards at the A6M in November 2023. In accordance
with the Articles of Association. one third of the Trustees retire by rotation
at the AGM each year and have the opportunity to stand for re-election.
Heather Ward and Paul Matthews both wished to stand again and were re-
elected by Members at the 2023 AGM. At the upcoming 2024 AGM, Susan
Grant, Claire Nethersole and Fergus Addison will be retiring and all would like
to of f er themselves f or re-election.
We bade a f ond f arewell to Jeremy Ross, who stood down at the 2023 AGM
f ol lowing nine years of committed service as a Trustee.
Company law requires the Trustees to prepare f inancial statements f or each
f inancial year, which give a true and fair view of the state of af fairs of the
charitable company and of the incoming resources and application of
resources, including the income and expenditure. of the charitable company
f or that period.
In preparing those f inancial statements, the Trustees are required to:
select suitable accounting policies and then apply them con5iStently,'

Trustees, Report
observe the methods and principles in the Charity Statement of
Recommended Practice (SORP);
make judgements and estimates that are reasonable and prudent;
state whether appl icable accounting standards have been f ollowed,
subject to any material departures disclosed, and explained in the
f inancial statements; and
prepare the f inancial statements on the going concern basis unless it
is inappropriate to presume that the charitable company will continue
in business.
The Trustees are responsible for keeping proper accounting records which
disclose with reasonable accuracy at any time the f inancial position of the
charitable company and to enable them to ensure that the financial
statements comply with the Companies Act 2006. They are also responsible
f or saf eguarding the assets of the charitable company and hence f or taking
reasonable steps for the prevention and detection of fraud and other
irregularities,
The Trustees conf irm that:
as f ar as they are aware, there is no relevant audit information of
which the charitable company's auditors are unaware,. and
they have taken all steps that they ought to have taken to make
themselves aware of any relevant audit inf ormation and to establish
that the auditors are aware of that information. Under the
Memorandum and Articles of Association, the Trustees have the power
to invest f unds as they see f it.
The Trustees are aware of their responsibility, under SORP IFRS102), for
undertaking a risk management review. The Risk Committee (consisting of at

Trustees, Report
least three of our Trustees. our CEO and Head of Operations) meets on a six-
monthly basis to review current and upcoming risk and risk assessments, as
well as the plans to mitigate these, The Risk Register which incorporates
these was regularly discussed by the Board in 2023124.
Trustees, Recruitment
The Board of Trustees seeks to recruit its members to balance various skil Is
required to manage the Charity. Traditional business ski Ils are required as
well as experience in the mental health f ield, which is so important to our
work. We recruit new members to the Board by advertising via national
recruitment agencies such as REACH as well as through local contacts.
All new Trustees are invited to visit MFT and spend time meeting people who
use our services and staf f, to understand the character and ethos of the
charity. Training is, by necessity, tailored to individual needs depending on
the knowledge gaps and experience of the individuals involved,
It is extremely important f or all the Trustees to f ully understand and be able
to implement, in all their work with MFT, our special way of working with
people, as well as the values and ethos of our charity.
The charity is led by Patrick Wolter, Chief Executive of the Charity who is
also the Company Secretary. The Trustees have control over and
responsibility for the charity and. during the year, they delegate day-to-day
responsibility to Patrick Wolter. The operations are carried out by a staf f
team and a group of volunteers working closely with people who use the
service.

Trustees, Report
As much as possible, we also try to involve people with lived experience of
mental health issues in the development of our charity and in def ining our
short and long-term objectives. MFT employs two Co-production and
Community Engagement Workers who are responsible for working with our
Advisory Group, consisting of volunteers with experience of mental health
issues as well as supporting our strategic objectives.

Achievements & Performance
14
Achievements & Performance
Our Services
Community Connections
Community Connections is a service of f ering face-to-f ace. online and telephone
individual goal setting support, as well as access to activities, groups and courses
delivered in small groups (online and f ace-to-f ace). All activities are designed to
promote peer support and community integration, boost motivation and
enjoyment, reduce lonel iness and give people the tools to maintain and restore
mental wellbeing over the long term. Activities include Peer Support Groups, Arts
& Craf t5, Physical Activities, Wellbeing and Self -Help Courses, Nature-based
activities and Interest Groups,
Our Community Connections team has continued to work hard to support our
clients, with 2,823 people open f or support on our database, including 1,074
new ref errals through the year.
Our programme was developed f urther to reach new audiences, both onl ine
and f ace-to-f ace. We now have a peer support group f or people with Autism,
a bereavement support group, circuit training, parenting courses, and peer
support in Hersham amongst other new ventures.
There was a successf ul programme of activities in both Dorking and Banstead
as wel I, as part of an initiative to support people in centres that are nearer
to their homes and theref ore more accessible.

Achievements & Performance
Above.. photo of clay tiles made by Community Connection clients during our
new Arts & Craf ts group in Tadworth (Banstead).

Achievements & Performance
16
A client who regularly takes part in the class said:
/ persona//y find this Art class
in va/uab/e i t rea//y lifts my
moodand takes my troubles
away.,. Just for that /itt/e
moment In time .
Work continued on reaching out to groups of people with protected
characteristics to support their mental health, including those from the
Travelling Community. people with neurodiverse traits and those with
sensory impairments, Our team is undertaking training to ensure the support
of f ered is appropriate and is meeting the needs of the community.
During the last year. our Community Connections team had continued to raise
awareness of the service by attending various events, including the Hedgerow
Day at West Horsley Place, Romany Day, and the Rosebery School open day.

Achievements & Performance
Photos of craf t activities of f ered by the Community Connections team at the
Hedgerow Festival including guess the texture and plaster moulding.
The team continue to make plans for new activities as emerging needs are
identif led and more partnerships develop.
Referrals 2023-2024
Chart 1
Number of referrals to
160
140
Community Connections
from 1 April 2023 until
31 March 2024.
120
loo
80
60
40
20

Achievements & Performance
18
Community Connections Team Activities 2023 - 2024
1200
1000
800
600
400
200
Activity
attendances
Welf are
Initial
1/2hour
Support
emails.
Face to Face
checks &
appointments appointments
Appointments
follow up calls
Apr-23
Aug-23
May-23
Sep-23
Jun-23
• Oct-23
Jul-23
Nov-23
Chart 2 (above) -
Types of support activities delivered by the Community Connections tea
f rom 1 April 2023 until 31 March 2024.
Af ter a long bidding process, we're very proud to have successf ully been
awarded another f ive-year contract to continue to run Community
Connections in Surrey Downs.
Wellbeing Advice & Information
This service is of f ered solely online and via telephone support (not f ace-to-
face) to support clients with a variety of practical issues affecting their

Achievements & Performance
19
wellbeing including: housing. benef its, f inances, carers issues. advocacy and
relationships.
Our Wellbeing Advice and Information Off icer worked hard alongside our
Community Connections team to deliver over 1,600 appointments, giving
people advice and inf ormation about a number of issues including benef its,
housing, f inances, complaints, f orm f 111 ing and domestic abuse.
The service post-pandemic has led to a marked increase in complex ref errals,
with both social and f inancial elements. A larger proportion of referrals have
been related to the possibility of becoming homeless and clients being unable
to support themselves financially. In addition to the complex health
conditions which some people are experiencing, coupled with their f inancial
situation (requiring support through the benef its process, support to keep
them housed, f oodbank vouchers and support to balance their budgets due to
diff icult economic conditions), additional emotional support and time was
also needed to support their health and wellbeing.
This means that collaborative work with other service providers and other
members of our team is now part of the supportive f ramework of fered to
allow wraparound. sustainable future health and wellbeing. All referrals
require intensive follow-ups which may be short or long term, There is an
ongoing caseload of around 100 to 130 people which involve consistent work
to reach a successf ul, tai lor-made outcome f or each individual.
Financial & Wellbeing Support Service
(Epsom & Ewell)

Achievements & Performance
20
This service. f unded by the National Lottery Community Fund, is a new three-
year pilot to support people with both f inancial and emotional wellbeing
issues in two areas of Surrey: Epsom & Ewell and Surrey Heath. We have
partnered with Citizens Advice Epsom & Ewell who provide the money and
debt advice, while we of f er mental wellbeing support to people who live and
work in Epsom & Ewell.
Citizens Advice provide a55iStance with budgeting, accessing benef its and
managing debt. MFT of fer emotional wellbeing support, providing strategies
to manage stress and anxiety linked to f inancial concerns.
The service was soft-launched in July 2023 when we worked with some
existing Community Connections clients we knew could benefit from the
service which allowed us to f ine tune the service, before the of f icial launch
on 2 October 2023. We received 59 ref errals in the year to April 2024 and
successf ully closed seven cases. Client f iles are not closed until they have
f inished working with both Citizens Advice and MFT. The range of wellbeing
issues we have supported our clients with has been broad. encompassing
chal lenges related to relationships, job searching, work/lif e balance, f ami ly
matters, health, accommodation, money management, debt and benef its.
The client satisfaction reviews we have conducted overall reflect the
positive impact our service has had on individuals, lives, with one client
expressing profound improvement in their lif e quality af ter receiving support
f rom our teams.
The feedback below underscores the ef fectiveness of our interconnected
approach to f inancial and emotional wellbeing with one client saying:

Achievements & Performance
21
-Inowam able to /iveproper/y.
Both of you helpedme an amazing
700%. You are all connected. andit
works. One year ago. I was ready
to give up. After Icame to Vicky
andN3dia andin a fewmonths.
everything was done."
Safe Haven - Epsom
Saf e Haven is a crisis service provided in partnership with Surrey and Borders
Partnership NHS Foundation Trust ISABP). The main aim of this service is to
provide an out-of -hours saf e space for people in mental health crisis as an
alternative to Accidents & Emergencies (A&E).
This year has been productive at the Epsom Saf e Haven. Some of our main
highlights include:
Making our working environment a better place for people in crisis to
access, with the addition of sof t seating, sof t f urnishings, blinds and
sensory lighting.
Continuing to see people virtual ly, using Attend Anywhere (an online
platform) which has been a great help to those not able to travel to
the Brickf ield Centre, Epsom where our Saf e Haven is based.
Supporting 1,310 people over the past 12 months to 31 March 2024,
48% of these were virtual callers and over half of the people who
accessed the service were new.

Achievements & Performance
22
We received some very positive f eedback f rom our Saf e Haven clients:
-1 can't believe you re here every
evening. Such a wonderful
service and lovelypeople who
listen. support me and I now feel
I can keep myself safe. / feel
saferjust knowing you re here
565 days a year in the evening. -
"Your support with my work issue meant
I was able to have an assessment, which
nowmean5 Ihave a diagnosis of
Asperger5. which has really helped with
my workrelationships, as they are now
making adjustments for me. Without
your support andkindness, I wouldnot
have explored this and I will be eternally
orateful for vour help."
General Practice Integrated Mental Health
Service (GPIMHS)
GPimhs (General Practice Integrated Mental Health Service) is a service
delivered in partnership with Surrey and Borders Partnership NHS Foundation
Trust (SABP) and Primary Care Networks (PCN). This is an emotional wellbeing
service where clients are of f ered extended consultation times, quick and easy
access to practical advice and tai lored support f or their mental health needs
f rom dif f erent specialists in the service as part of their personalised mental
health and wellbeing plan. This service is of fered via telephone, f ace-to-face,
and online.
We have staff working in GPimhs teams across six Primary Care Networks
(PCN) areas in East Elmbridge, Leatherhead, Dorking, Banstead, Epsom, and
the Epsom Integrated Care Partnership (ICP).

Achievements & Performance
23
Some of the team achievements include:
Our Community Connectors of f ered 3,619 appointments in the period
April 2023-March 2024. See our f irst chart below.
63% of those appointments were delivered via telephone, 36% in
person within GP surgeries. and 1% virtual (online). See our second
chart below.
Dorking GPimhs began taking referrals in August 2023,
Our Lived Experience Practitioners (LEXPS), who are employed to of f er
peer support (sharing their own experiences of accessing support and
recovery to help others) as well as support clients with more practical
aspects of their lives so they can receive better support, continue to
develop and establish their roles and offer of support within the
GPimhs teams.
Our LEXPS of f ered 337 appointments in the period Apri12023-March
2024. See our third chart below.
80.5% of those appointments were delivered face-to-face in the
community. in locations such as the client's home. local cafés and
community centres. 19.5% of attended appointments were delivered
via telephone. See our f ourth chart below,
In January 2024, our LEXPS attended Surrey's f irst "Lived Experience
Conf erence" at Dorking Halls, representing MFT and networking with
other professionals and partners in the co-production and lived
experience f ields.

Achievements & Performance
24
Chart 1- Number of appointments offered by our Community Connectors
between 1 Apri12023 and 31 March 2024
MFT GPIMHS Community Connectors
Number of Appointments Offered
April 2023- March 2024
400
336
361
363
336
300
264
275
266
288
277
294
200
191
loo
Apr-23 May-23 JiJn-23 JL41-23 ALFg-23 Sep.23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24
Chart 2 - Contact method of appointments delivered by our Community
Connectors between 1 April 2023 and 31 March 2024.
MFT GPIMHS Community Connectors
Contact Method for Appointments
April 2023 - March 2024
1%
In Person
36%
Telephone
Virtual

Achievements & Performance
25
Chart 3 Ibelow)- Number of appointments of f ered by our GPimhs Lived
Experience Practitioners between 1 April 2023 and 31 March 2024
MFT GPIMHS Lived Experience
Practitioners
Contact Method for Appointments
April 2023 - March 2024
19.5%
In Person i Telephone
Chart 4 (below) - Contact method of appointments of f ered by our Gpimhs
Lived Experience Practitioners between 1 April 2023 and 31 March 2024.
MFT GPIMHS Lived Experience Practltloners
Number of Appointments Offered
April 2023 - March 2024
45
50
43
40
40
28
29
25
26
20
19
20
16
16
Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24
Month-year

Achievements & Performance
26
We received some positive f eedback f rom our GPimhs clients..
l am on the right path
now,. I was helped through
the worst of it, I fee/ very
"The support I
received is turning my
••
positive, more confident.
Thank you for all your
help"
life around
from being in thepits
to want a life again. .
It was he/pfu/ to have someone
to ta/k to, be reassured, and
formulate a plan to support my
reco very. It enabled me to
voca/ise how I was feeling and
recei ve the help / needed to move
forward.

Achievements & Performance
27
Service User Network (SUN)
SUN (Service User Network) is an easy-to-access community-based peer
support service for adults experiencing dif f iculties with complex emotions
of ten associated with Personality Disorder. This service is delivered by MFT
and Catalyst, in partnership with Surrey and Borders Partnership NHS
Foundation Trust (SABP).
One of the main changes with the service this year was moving the Friday SUN
group f rom Farham to Bourne Hall, Epsom as numbers were low in Farnham.
We surveyed members who suggested Epsom would be a better location.
Numbers have been steadily growing there ever since.
Over the past f inancial year, SUN can be summed up by these numbers:
334 SUN groups were run
73 active clients currently at the end of this f inancial year
279 new ref errals
As a result, 222 people were in contact with SUN overall.
This year, SUN celebrated its third anniversary, with members attending
'SunFest' at Leatherhead Theatre (see image 1). This was an opportunity to
look at how the service has developed over the past three years. We also
played team building games, had a bake off and had an opportunity for
members of the group to show and tell things that are important to them. We
also had a space to encourage members to give f eedback on the groups and
service.

Achievements & Performance
28
Image 1- Photo montage
f rom Sun Fest showing
members in attendance,
speakers, workshop
tables, balloons to mark
our anniversary as well as
cakes for the bake of f .
J"
Image 2- The SUN Team
attending their extended
business meeting at
Dorking Halls.

Achievements & Performance
29
The SUN team across MFT. SABP and Catalyst also met at Dorking Halls on a
separate occasion f or an extended business meeting to plan how the service
will be developed over the coming months. We looked at development of the
service for the next year, including areas such as co-production, reviewing
the groups and any changes that need to be made. looking at f eedback f rom
members 'Your Views Matter, survey and any other learning that we had f rom
SUN groups. The service was recognised f or providing the best poster at the
'BIG SPD, conf erence (the British and Irish Group f or the Study of Personal ity
Disorder), and they won f irst place!
AIPUCING ST16MA IY QIFIA1116 A QI-IIOKI¢II SIIN URI1C(
SIRVl¢I Usii MIn￿mI
WIIT
Image 3 - Poster produced by
the SUN team about "Reducing
Stigma by Of f ering A Co-
Produced SUN Service" which
received an award at the B16
IN
SPD conf erence. For a larger
image of the 'Reducing Stigma
by Of fering a Co-Produced
SUN Service. poster (above).
please click here.

Achievements & Performance
30
What members f rom the SUN community say:
-The group feels completely safe and
extremely supportive, every session
with both other members and
facilitators showing patience and
leaving room for difficult emotions.
This is slowly helping me overcome
some of the shame I have been feeling
for a long time regarding mypa5t
experiences.
-/ wouldrecommend as a source of
ongoing Support, that is not time-
limited like so many other sources
of support are. Also, speaking to
others who experience similar
difficulties to myself is really
helpful- it makes me feel less
alone & less monstrous. .
In-Reach
This project aims to support people with transition f rom hospital back into
their homes and hopef ully prevent readmission, primari ly working with people
to prepare for the move from hospital and then supporting them with
creating l inks and become part of their local community. The service of fers
both face-to-f ace and virtual support. Sadly. the funding for this service
ended earlier this year despite the project being a big success in terms of
reducing readmissions into hospital.

Achievements & Performance
31
Chart 1- In-Reach Referrals Month by Month f rom the start of the project
in June 2021 until the end of the project in January 2024.
Referrals By Month
40
37
35
33
30
27
27
25
26
24
25
24
24
21
22
22
22
20
20
1919
19
19
18
16
17
15
15
1414
15
14
13
12
li
io
<2310612021
2021
2022
2023
2024
Chart 2 - In-Reach Referrals By Area f rom June 2021- January 2024
Referrals By Area
loo
80
60
40
20
87
70
60
47
46
37
43
28
36
25
12
li

Achievements & Performance
32
Chart 3 - Issues that the In-Reach team supported clients with f rom June
2021-January 2024
Housln& beneffts and
employment support
Prartlcal support wlth travel,
food or household sltuatlons
Slgnpostlng to
other mental
health servlces
or support
22%
Practlcal support
wlth booklng
and attendlng
healthcare
appolntments
4%
Connectlng wlth
actlvltles or
8roups In the
communlty
21%
Support reconnectln8 wlth
famlly, frlends and
soclallslnB..
Emotlonal support and
8uldance
26%
Chart 4 - Areas in which our In-Reach team supported clients according to
their Recovery Stars surveys
MFT InReach Recovery Stars
+0.2
+0.2
w6.0
+1.
+0.9
+0.8
+0.9
+1.
3.0
Area

Achievements & Performance
33
We received some positive f eedback f rorn clients who used In-Reach:
Have found the service
Very friendly,
empathic, kind
and
helpful. Really grateful
for face- to-face
••
appointments and the
option for phone
appointments. -
compassionate.
We would like to say a huge Thank You to all the team that worked hard to
deliver this service and achieve the f antastic outcomes and positive impact
it had on the people they supported.
Recovery & Connect
Our Recovery & Connect team are part of a new Surrey and Borders
Partnership NHS Foundation Trust (SABP) initiative called HomeFirst.
HomeFirst is a new multi-agency, enhanced community-support initiative
being introduced in January 2023. It is underpinned by collaborative care
planning across health, social care, voluntary and community sector. and local
government organisations,. enabling individualised packages of care to be
del ivered across agencies via outreach and home visits.

Achievements & Performance
34
HomeFirst of f ers short-term intensive intervention and outreach services
for people with long term and complex needs. The aim is to keep people well
in their own community by preventing any future deterioration in their
mental health and the resulting need for repeat in-patient admission.
The Recovery & Connect team also attends the Discharge Hub, The Discharge
Hub is a cross system co-located Multi-Disciplinary Team (MDT) of
professionals, focused on supporting our current MDT structures, to progress
the safe and timely discharge of people who are currently admitted to an
SABP-f unded inpatient bed. The hub will be a group of people in a room who
will be responsible for identifying and resolving barriers, and who are
responsible for taking the practical and tangible steps to progress
discharges.
Referrals by Month {MFT Only)
Chart 1- Recovery & Connect
Referrals by Month from Mary
Frances Trust only from March
until December 2023.
Mar Apr May Jun
Aug Oct Nov Det
2023

Achievements & Performance
35
Referrals by Borough (MFT Only)
Chart 2 - Recovery & Connect
Referrals by Borough from Mary
Frances Trust only.
Elmbridge Epsom & Ewell Mole Valley Runnymede
Average no. of bed days prior and during
HomeFirst
Chart 3 - Average
Number of Hospital
Bed Days before and
af ter the
120
80
40
introduction of
20
HomeFirst.
3 months
3.6 month5
6.9 nionihs
9-12nM)nihs
Tiine
PRIC¥1 Hf ￿DVRa46 HF

Achievements & Performance
36
Chart 4 - Areas of life improvement recorded by Recovery & Connect cl ients
over the period of March 2023 to date
Area of Iinprovement
Quotes f rom our clients:
Boundaries respected,
made me feel relaxed,
good working
relationship
developed.
' Communication
exce//ent. Kept informed
of aspects of my care.
Felt included In
decision-making.
Support workers
kind. friendly and
he/pfu/. -

Achievements & Performance
37
Severe Mental Illness (SMI) Physical Health
Liaison Service
This initiative is aimed to support the uptake of physical health checks that
people with a diagnosed severe mental health illness are entitled to, but do
not always access.
The Physical Health Liaison Workers work holistically, directly with
individuals with a Severe Mental Illness (SMI) to increase the uptake of
physical health checks and create positive lifestyle changes, in partnership
with other key health and social care prof essionals in the Surrey Heartlands
area.
Sadly, the f unding f or this service ended earlier this year but here are some
of the successf ul outcomes f or the service:
The team supported several Primary Care Networks including
Banstead, Dorking. and Epsom
The team were given details of 294 patients
The team contacted 188 patients
96 SMI checks were booked.

Achievements & Performance
38
Feedback we received about the service included:
"Hereat Medwyns we hadmade aprettygoodstart with theAnnuèl
PhysicalHealth Checks orpeople with SMI. However. after seeing
andreviewing those who easily engoge with theproctice, we got a
little stuck....it is thesepatients with whom we have little or no
contact that causes u5 the greatest anxieties - and we just weren't
connecting with them. Jack andPhil made it their mission to try and
bring thesepatients into the surgery. Some were veryoverdue
seriousphysicalhealth checks such ès blLWpre55ure, cholesterol
andcsncer screening which were not often seen by thepatients ès
apriority. As wellas reviewing the communications that we as a
practice sent out topatients with SMI, Jack andPhillookedat our
processes andconnection5 Wlthpartners. A5 a result. we refvvorded
invitations (giving greater explanations of reasons for the health
checks). offeredsupwrt in attending apwintment5 andlookedat
more creative ways of working with other organisations to connect
with patients."
We would like to say a huge Thank You to all the team that worked hard to
del iver this service and achieve the results that they achieved in a short
time.

Achievements & Performance
39
Complex Care Liaison Service (CCLS)
Our new Complex Case Liaison Service (CCLS) went live on 12 February 2024
and is staf f ed by one Liaison Worker, who has transitioned f rom their role as
a Lived Experience Practitioner.
CCLS provides support to individuals and family members who have
experienced complex trauma resulting in a multiplicity of issues and needs.
Frequently the clients under CCLS may be part of Safeguarding Adults,
Review or an Inquest and require independent holistic support, which is
tai lored around their specif ic demands. Currently. the f ocus of this service
is one family of six members. This has the potential to grow with up-and-
coming f amil ies being ref erred by Surrey County Counci l Adult Saf eguarding
Board,
Ef f ectiveness of the service will be judged through use of 'Recovery Star,,
qualitive data f rom client feedback and also f rom case studies.
End Stigma Surrey
Mary Frances Trust. Catalyst and Acting Out Productions are the three
leads behind End Stigma Surrey. The three-year campaign, which was due to
end in March 2024, has been recommissioned by Surrey County Council -
Public Health f or another year. The campaign f ocuses on the f ollowing
objectives:
Reducing the stigma and discrimination experienced by people with
experience of mental health issues.
Increasing the conf idence and ability of people with mental health
needs to address stigma and discrimination.

Achievements & Performance
40
Improving understanding and awareness of mental health as wel l as
attitudes and behaviours of the local population towards people with
mental health needs across dif ferent settings: Health & Social Care,
Education, Workplace, Community services, Social- friends & f amily.
Some of the campaign's highlights this past year include..
Launching a revised edition of our Stigma Survey to gather f urther
views and data on stigma and discrimination in Surrey. Results f rom
the survey will be shared externally in May 2024.
Developing our own Stigma E-learning to educate people about stigma
and discrimination. Three versions were created: f or Healthcare
settings, Workplace and Friends & Family. The e-learning is being
tested on a group of people bef ore being rolled out for f ree in the
next f inancial year. The e-learning includes videos with actors f rom
Acting Out Productions as well as some of our Mental Health
Champions.
Holding an Lesbian, Gay, Bisexual & Transgender (LGBT+) community
Mental Health Day cal led 'Love Without Labels. including the Surrey
LGBT choir.
Running social media campaigns on key mental health awareness days
including Time to Talk day; University Mental Health Day," Self-injury
awarenes5 day, Stress awareness month. Mental H awareness week, Men's
Mental Health Week, LGBTQ+ Pride month, World Suicide Prevention day,
World Mental Health Day, Black History month and Movember.

Achievements & Performance
41
Volunteering
This past year, our Volunteer Co-ordinator has completed a review of the
recruiting and onboarding process including updating our Volunteer policy,
Volunteer agreement. role descriptions and third-party agencies used for
advertising our vacancies.
This review has seen a clear shif t towards recruiting a greater number of
volunteers externally with more role-specif ic skills and qualities, whilst also
recognising the benef its to some clients (internal volunteers) in supporting
our work where there is mutual benef it and no conf l ict of interest.
Whilst nationally, volunteering is still seeing a post-COVID slump (approx.
20% down), we have had a successf ul year, f 111 ing a varied list of vacancies
with an increase in numbers overall to our 'active' volunteer base.
Co-production
This year has been a busy one as we continue to raise the prof ile of
Co-Production across all at MFT. Our staff are asking more and more 'How
can we Co-Produce?' in their areas of work, which is amazing,
We continue our journey of embedding Co-Production by involving people with
Lived Experience in almost everything we do. Some of the year's highlights
include:
Surrey Mental Health Co-production Network
MFT set this network up 2022 which has grown f rom strength to strength
and brings professionals across the statutory sector and the voluntary

Achievements & Performance
42
sector together to share practices in co-production. The group has
successf ully expanded to 12 members. meeting monthly to explore successes
and chal lenges in co-production. The group is presently working on an agreed
def inition f or Co-Production across Surrey.
Image 1- Photo of Eleanor, MFT Advisory
Group Member speaking at The Lived
Experience Conf erence in Dorking Halls.
Our biggest success this year, by f ar. was how the network worked together
to organise their f irst Lived Experience Conf erence held at Dorking Hal Is on
31 January 2024. Surrey and Borders Partnership NHS Foundation Trust
(SABP) coordinated the day inviting people with Lived Experience and
professionals working in the field of mental health to attend. Over 100
people attended with over 70 attendees having l ived experience of mental
health issues. There were external speakers and group work. and our Advisory
Group Member Eleanor was one of the key speakers (see image 1). The
feedback was incredible. with people being happy to meet others face-to-
face again. The network is starting preliminary planning f or the next one in
2025, MFT and the Independent Mental Health Network (IMHN) are planning
on taking on the overall coordination role.

Achievements & Performance
43
Advisory Group Away Day
It was really a year of f irsts as our Co-Production team organised the f irst
Advisory Group's Away Day at Bourne Hal l in October 2023. The programme
included an external Speaker f rom the Social Care Institute for Excellence
(SCIE) and our CEO. Patrick Wolter. came along to meet the Advisory Group
and explore how to f urther embed Co-Production at MFT (see image 2). The
Advisory Group enjoyed being together f ace-to-f ace and having a voice and
their ideas included, Members were so enthusiastic and motivated and had
so many great ideas and were treated to a lovely lunch and some fun
activities. From this, we were able to draw a plan to work towards over the
coming two years f or Co-production.
Image 2 - Photo of our CEO, Patrick
Wolter. speaking at our Advisory Group
Away Day

Achievements & Performance
44
Image 3 - Advisory Group members
and our Co-production team at our
Advisory Group Away Day
Advisory Group meetings
Meetings with our Advisory Group continued monthly. This year we also
welcomed two new members and were offered an exciting new role as an
Advisory Group Finance Volunteer. This will enable the Advisory Group to
have more of a say and control over their budget.
Some of the work the Advisory Group was involved with included:
Having Advisory Group members on interview panels at MFT
Introducing Co-Production Champions across all services within MFT.
Attending various strategic and operational mental health meetings
across Surrey
Inviting speakers from various services within MFT to join monthly
meetings including: Community Connections, GPimhs, In-Reach, SMI
Physical Health Checks and Trustee Claire to talk through Ethical
Fundraising Policies

Achievements & Performance
45
Inviting external speakers to our meetings including Healthwatch
Surrey and Surrey County Counci I's Joint Strategic Needs Assessment
(JSNA)
One Advisory Group member completing a successful three-day
volunteering programme at MFT
Advisory Group attending training and development on Unconscious
Bias Training, Peer Support/Supervision, Empowerment Training,
Neurodiversity and Spotting Oomestic Violence.
Setting up of buddy scheme f or new Advisory Group members
Responding to MFT consultations.
Communications
Our small Communications Team supports the charity as a whole, making
sure we al I work as one team and reach people who need our care. The team
also helps our clients get the inf ormation they need about services avai lable
to them via our newsletter. website and social media. as well as share advice
and l ived experience stories about mental health through our blogs, tips and
awareness campaigns.
Making our communications more strategic is one of the pillars of our new
strategy. We've proud to have made progress on our strategic objectives by:
Developing a social rnedia strategy to better understand our
audience. ensure our posts are ef f ective and increase engagement
on all platforms,
th
Celebrating our 30 anniversary by showcasing our rich legacy. In
February 2024. we launched a "Did you Know?" campaign on social
media sharing facts about each of our services to increase

Achievements & Performance
46
awareness of all services in the community and with healthcare
prof essionals.
Training our staf f on making our communications more accessible
and inclusive in our newsletter. website and social media. A5 part
of this, we launched a "talking calendar" who reads aloud our
calendar to people with visual impairments or learning disabilities.
We hope to launch Easy Read leaf lets in the next f inancial year.
Increasing the reach of our awareness campaigns by adding new
topics such as ADHD. Autism, Debt Awareness, Pet Bereavement,
Obsessive Compulsive Disorder (OCD), Starting University, Sugar
and mental health, Hoarding, Post natal OCD, etc.
Drawing on the expertise of our own staf f by getting them to
share mental health advice and inf ormation as part of our
awareness campaigns.
Engaging with social prescribers, including the SABP crisis team to
ensure they know about all our services.
Linking more with Fundraising to align objectives, increase
engagement with donations and get more out of our corporate
partnerships.
Engaging with all our staf f to improve internal communications
and col laboration between services. This work is ongoing.

Achievements & Performance
47
Fundraising
Unrestricted Funding
This f inancial year, we have been fortunate to receive unrestricted income
f rom a variety of donors, many of them new. We are so gratef ul to al l of them
for their generosity, which allows us to spend extra money in ways we f eel
would benef it our clients and the organisation.
The Natwest Group made a signif icant donation to us via their London and
South East Regional Board. which is a staf f -led group committed to helping
communities thrive.
We also received generous donations f rom:
The Richard Davies Charitable Trust
Both The Cheam Probus and The Epsom Probus branches
Three Surrey Freemasons Lodges: The South West Surrey First
Principle Chapter of Freemasons. The Surrey Freemasons Golden
Jubi lee Lodge. The Surrey Freemasons Chest Relief .
The Blakemore Foundation
The Woking Quaker Meeting, who chose us as their Charity of the
Month.
The Esher branch of Waitrose as part of their Community Matters
quarterly f unding.
A big well done and thank you must also go to some local f undraisers
including:
West Ashtead Primary Academy who chose us as their charity they
supported during their "Enterprise Week" f undraiser

Achievements & Performance
48
The Book Club Girls for their Christmas f undraiser
Stacey's birthday f undraiser on Facebook
The Ashtead Good Neighbours scheme
The Word On The Street bookshop in Ashtead f or their evening
fundraiser with comedian Colin Hoult. whose podcast'lnto the
Neuroverse" covers themes around neurodiversity and touches on
mental health issues,
Legacy Giving
This year, we were one of the benef iciaries of a local resident's estate. Such
generosity is a wonderf ul gesture that says a lot about the charitable
nature of our legacy donor but is also a great endorsement of the continued
great work we achieve here at MFT,
Charity of the Year
We were delighted to be chosen as The Charity of the Year by a number of
dif f erent businesses. organisations, sporting clubs and groups.
Thanks all round f or such committed and successf ul f undraising must go to:
The Epsom Golf Club
The Reigate Heath Golf Club
Tangent Womens Group
Menzies LLP in Leatherhead
Lavender Catering
Surrey Police's Chief's Charity of the Year which spans both this and
next f inancial year.

Achievements & Performance
49
Challenge Events
We had some sporty f undraisers supporting our cause - a big pat on the back
must go to the teams who completed the following: The Big Half, The Three
Peaks Chal lenge and a 1 Ookm Ultramarathon (on possibly the hottest day of
the year!). It takes planning and dedication to take part in such challenge
events, and we are gratef ul f or your energy, determination and f undraising.
We have also received support f rom AtkinRéalis in the form of match-funding
f or their staf f who completed a half marathon f or MFT, and they have also
let us use their off ice space (free of charge) in Epsom for some of our
meetings.
Restricted Funding
We would l ike to say thank you to the f ollowing f unders f or the vital
restricted f unding they have granted us this year for either one-of f
projects or enhancing some of the existing support we of f er.
These include:
The National Lottery Community Fund who f unded our Financial &
Wellbeing Support Service
The Community Foundation f or Surrey on behalf of The Gatwick
Foundation
Surrey County Council f or the All Age Autism Strategy Better Care
Fund
R C Sherrif f
Elmbridge Annual Grant
The Clothworkers, Foundation

Achievements & Performance
50
Banstead Neighbourhood Fund
Tim Hall, Surrey County Council member f or Mole Valley
Elmbridge Partnership Fund
The Childwick Trust
Toyota GB f or Toyota Community Fund
The Surrey Freemasons
The Masonic Charitable Foundation
The Leatherhead Lions
St Peter's Church, Woodmansterne
We can truly say that this f inancial year has been a busy one for f undraising,
perhaps the busiest we've ever experienced in the last 30 years. Hats of f to
all our supporters, and a big thank you too f rom all our staf f. Trustees and
clients.

Public Benef it Statement/Funding
51
PUBLIC BENEFIT STATEMENT
The Trustees are satisf led that these activities are carried out f or the public
benef it, having due regard for the guidance given by The Charity Commission.
All Trustees on the Board give their time freely and no remuneration was paid
to them.
FUNDING
Nearly all of our income is received from statutory funders. In our case,
approximately 83% of our overall income for 2023-2024 came f rom Surrey
County Counci l and NHS Surrey. MFT is directly contracted to deliver services
on behalf of . Surrey County Council Social Care, Surrey Heartlands Integrated
Care Board, and Surrey and Borders Partnership NHS Foundation Trust
(SABP).
Over the course of the year, MFT secured funding grants and generous
donations f or specif ic purposes, which are classif led as 'restricted f unds,.
These are highlighted in the Fundraising section of this report. This source
of f unding carries some external condition(s), set by the grantor or donor,
governing how it is used, These 'restricted f unds, are just as valuable to MFT
and the people we support, but we must take care to ensure these are
Separated f rom our unrestricted f unds and spent only to meet the specif ic
purpose f or which they were provided.
In the f inancial year 2023-2024. we received approximately £225,000 of
restricted income, with a large proportion of this f rom the National Lottery
Community Fund, along with donations of unrestricted income totalling
approximately £28,000, and a legacy of £46,250.

Publ ic Benef it Statement/Funding
52
We received an amount of f unding for services to be provided in the next
f inancial year. This can only be booked as income once the contracted services
have been performed. In the meantime, the funding received has been
recorded as a def erred income liability on our balance sheet as at 31 March
2024.
We are required to prepare our f inancial accounts in accordance with the
Statement of Recommended Practice (SORP) and to adhere to the 'Accruals'
principle. This al lows easier comparison of our perf ormance f rom one year to
the next (because the accounts are not impacted by variability in the exact
timing of cash inf lows and outf lows).
Furthermore. as our gross income exceeded £1 million, we are required to
submit our accounts for scrutiny via an independent audit.
The Charity receives f unds f rom multiple sources and to meet our objectives.
we must spend money for many different purposes. The majority of our
income carries no external restriction on how it is spent. though this must
always be in accordance with the Charity's objects, These 'unre5tricted
f unds, are the lifeblood of the Charity.
Income and expenditure in the last f inancial year are explained in detail in the
annual Statement of Financial Activities. Given the differences between
unrestricted and restricted f unds, the income and expenditure f or each are
presented separately.

Publ ic Benef it Statement/Funding
53
The Trustees view the operational surplus. or def icit, in unrestricted f unding
for the year to be a key indicator of the f inancial strength of MFT. A surplus
can be invested f or the benef it of the people who use our services, or to
bolster our reserves. These reserves provide us with a buf f er in the event of
adverse impacts from unforeseen events. so we can continue our normal
operations. A major def icit, or series of smaller def icits, could damage the
Charity's f inances, though this may also be planned for when we seek to
invest in f urthering our objects.
Our overall net incoming resources for the f inancial year 2023-2024 were
£145,057, comprising unrestricted net income of £146,191 of f set by £1,134
of restricted net expenditure. This compares with overall net incoming
resources f or 2022-2023 of £60.623.
Our operational surplus can principally be attributed to unf oreseen increases
in f unding f rom statutory f unders during the year, agreement by some donors
to us utilising their grants to fund courses, and savings on operating
expenses. This was achieved despite our decision to make a one-of f cost of
living support payment to our staf f midway through the f inancial year. The
approved budget for 2024-2025 anticipates a modest f urther operational
surplus.

Reserves Policy
54
RESERVES POLICY
The Charity is primarily f unded through 'f ixed-price, contracts with the local
Cl inical Commissioning Group. and Surrey and Borders NHS Foundation Trust
(SABP), whi le we have a cost base that we expect to increase in overall terms
with time. The Charity must also consider the wide range of risks it faces in
the course of its operations and retain suff icient f unding to manage the
consequences, should one or more of these risks material ise.
For this reason, the Charity seeks to maintain a level of unrestricted free
reserves equivalent to, at least, our budgeted unrestricted expenditure f or a
period of six month5, which amounts to £912.000 based upon the approved
2024-2025 annual budget. Our unrestricted f ree reserves as at 31 March
2024 were £867,729.
This report has been produced in accordance with the special provisions of
Part 15 of the Companies Act 2006 relating to small companies.
On behalf of the board:
Sam Greenhouse
Date

Independent Auditor's Report
55
INDEPENDENT AUDITOR'S REPORT TO THE
MEMBERS OF THE MARY FRANCES TRUST
Opinion
We have audited the f inancial statements of The Mary Frances Trust (the
'charitable company,) f or the year ended 31 March 2024 which comprise the
Statement of Financial Activities, the Balance Sheet, the Cash Flow
Statement and notes to the f inancial statements, including a summary of
signif icant accounting policies. The f inancial reporting framework that has
been applied in their preparation is applicable law and United Kingdom
Accounting Standards, including Financial Reporting Standard 102 (United
Kingdom Generally Accepted Accounting Practice).
In our opinion the f inancial statements:
give a true and fair view of the state of the charitable company's
affairs as at 31 March 2024 and of its incoming resources and
application of resources, including its income and expenditure, f or the
year then ended,.
have been properly prepared in accordance with United Kingdom
Generally Accepted Accounting Practice,. and
have been prepared in accordance with the requirements of the
Companies Act 2006.

Independent Auditor's Report
56
Basis for opinion
We conducted our audit in accordance with International Standards on
Auditing (UK) (ISAS (UK)) and applicable law, Our responsibilities under those
standards are further described in the Auditors, responsibilities for the
audit of the f inancial statements section of our report. We are independent
of the charitable company in accordance with the ethical requirements that
are relevant to our audit of the f inancial statements in the UK, including the
FRC'S Ethical Standard. and we have fulfilled our other ethical
responsibi lities in accordance with these requirements. We believe that the
audit evidence we have obtained is suf f icient and appropriate to provide a
basis for our opinion,
Conclusions relating to going concern
In auditing the f inancial statements, we have concluded that the trustees,
use of the going concern basis of accounting in the preparation of the
f inancial statements is appropriate.
Based on the work we have perf ormed, we have not identif led any material
uncertainties relating to events or conditions that, individually or
collectively, may cast signif icant doubt on the charitable company's abil ity
to continue as a going concern for a period of at least twelve months f rom
when the f inancial statements are authorised for issue.

Independent Auditor's Report
57
Our responsibilities and the responsibilities of the trustees with respect to
going concern are described in the relevant sections of this report.
Other inf ormation
The trustees are responsible for the other information. The other
inf ormation comprises the inf ormation included in the Annual Report, other
than the f inancial statements and our Report of the Independent Auditors
thereon.
Our opinion on the f inancial statements does not cover the other inf ormation
and, except to the extent otherwise explicitly stated in our report, we do not
express any f orm of assurance conclusion thereon.
In connection with our audit of the f inancial statements. our responsibi lity
is to read the other inf ormation and, in doing so, consider whether the other
inf ormation is material ly inconsistent with the f inancial statements or our
knowledge obtained in the audit or otherwise appears to be materially
misstated. If we identify such material inconsistencies or apparent material
misstatements, we are required to determine whether this gives rise to a
material misstatement in the f inancial statements themselves. If , based on
the work we have performed. we conclude that there is a material
misstatement of this other inf ormation. we are required to report that f act.
We have nothing to report in this regard.
Opinions on other matters prescribed by the Companies Act 2006
In our opinion, based on the work undertaken in the course of the audit:

Independent Auditor's Report
58
the information given in the Report of the Trustees f or the f inancial
year for which the f inancial statements are prepared is consistent
with the f inancial statements.. and
the Report of the Trustees has been prepared in accordance with
appl icable legal requirements.
Matters on which we are required to report by exception
In the light of the knowledge and understanding of the charitable company
and its environment obtained in the course of the audit, we have not
identif led material misstatements in the Report of the Trustees.
We have nothing to report in respect of the following matters where the
Companies Act 2006 requires us to report to you if . in our opinion:
adequate accounting records have not been kept or returns adequate
f or our audit have not been received f rom branches not visited by us,.
or
the f inancial statements are not in agreement with the accounting
records and returns; or
certain disclosures of trustees, remuneration specif led by law are not
made,. or
we have not received all the inf ormation and explanations we require
for our audit; or
the trustees were not entitled to take advantage of the small
companies exemption from the requirement to prepare a Strategic
Report or in preparing the Report of the Trustees.

Independent Auditor's Report
59
Responsibilities of trustees
As explained more f ully in the Statement of Trustees, Responsibil ities, the
trustees (who are also the directors of the charitable company for the
purposes of company law) are responsible f or the preparation of the f inancial
statements and for being satisf led that they give a true and fair view, and
f or such internal control as the trustees determine is necessary to enable the
preparation of financial statements that are free from material
misstatement, whether due to f raud or error.
In preparing the financial statements. the trustees are responsible for
assessing the charitable company's ability to continue as a going concern,
disclosing, as applicable, matters related to going concern and using the
going concern basis of accounting unless the trustees either intend to
liquidate the charitable company or to cease operations, or have no realistic
alternative but to do so.
Our responsibilities for the audit of the f inancial statements
Our objectives are to obtain reasonable assurance about whether the
financial statements as a whole are free from material misstatement,
whether due to fraud or error, and to issue a Report of the Independent
Auditors that includes our opinion. Reasonable assurance is a high level of
assurance. but is not a guarantee that an audit conducted in accordance with
ISAS (UK) will always detect a material misstatement when it exists.
Misstatements can arise f rom f raud or error and are considered material if ,
individually or in the aggregate, they could reasonably be expected to

Independent Auditor's Report
60
influence the economic decisions of users taken on the basis of these
f inancial statements.
The extent to which our procedures are capable of detecting irregularities,
including fraud is detailed below:
Based on our discussions with the charity's management and the Trustees, we
identif led that the following laws and regulations are significant to the
entity:
Those laws and regulations considered to have a direct ef f ect on the f inancial
statements include UK f inancial reporting standards and Charity Law,
Those laws and regulations for which non-compliance may be f undamental to
the operating aspects of the charity and therefore may have a material
ef f ect on the f inancial statements include compliance with the charitable
objectives, public benef it, saf eguarding and health and saf ety legislation.
These matters were discussed amongst the engagement team at the planning
stage and the team remained alert to non-compl lance throughout the audit.
Audit procedures undertaken in response to the potential risks relating to
irregularities (which include fraud and non-compliance with laws and
regulations) comprised of.. inquires of management and the Trustees as to
whether the entity complies with such laws and regulations. enquiries with
the same concerning any actual or potential litigation or claims,. inspection
of relevant legal correspondence.. review of Trustee meting minutes. testing
the appropriateness of journal entries,. and the performance of analytical

Independent Auditor's Report
61
review to identif y unexpected movements in account balances which may be
indicative of f raud.
No instances of material non-compliance were identified. However, the
likelihood of detecting irregularities, including fraud. is limited by the
inherent difficulty in detecting irregularities, the effectiveness of the
entity'5 controls and the nature, timing and extent of the audit procedures
perf ormed. Irregularities that result f rom f raud might be inherently more
dif f icult to detect than irregularities f rom error. As explained above there is
an unavoidable risk that material misstatements may not be detected. even
though the audit has been planned and performed in accordance with ISAS
(UK).
A further description of our responsibilities for the audit of the f inancial
statements is located on the Financial Reporting Council's website at
www.f rc.org.uk/auditorsresponsibilities. This description forms part of our
Report of the Independent Auditors,
Use of our report
This report is made solely to the charitable company's members, as a body, in
accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit
work has been undertaken so that we might state to the charitable company s
members those matters we are required to state to them in an auditors,
report and f or no other purpose. To the f ullest extent permitted by law, we
do not accept or assume responsibility to anyone other than the charitable
company and the charitable company's members as a body, f or our audit work,
for this report, or for the opinions we have formed.

Independent Auditor's Report
62
Signed .
Andrew Skilton ACA (Senior Statutory Auditor)
For and on behalf of Brewers Chartered Accountants
Bourne House
Queen Street
Gomshall
Surrey
GU5 gLY
Date..

Statement of Financial Activities
63
For Year Ending 31, March 2024
Notes
u￿r¢￿rIcted
Restriettd
TolAI Funds
TotAI Fund$
Funds
Yt8r Ended
YeAr Ended
2024
2024
21124
2023
INCOME FROM..
Dovaiio
27.M
46.250
27.798
16.749
Legacl¢s
46250
IKetJmefrom ¢h¢7rlt¢7ble acllvllles
1.622.942
224.643
1.847.587
1.412,598
Ini¢r¢sl
35.639
35,639
9,798
TOTAL
1732 629
74
439 145
EXPENDITURE ON..
Charitable Activities
Rai$inB Funds
24.558
24.558
21834
Charitsbl¢ A¢iivili
1.561.880
225,779
1.787.659
1,355.688
TOTAL
1586 438
812217
1378 522
NET INCOME
146.191
(1.134)
145,057
60.623
NET MOVEMENT ￿ fuNDS
Balan¢es blfivd at 1st April 2023
53
72
721439
BalAnc¢$ elfwd ttt 31. March 2024
874 981
927 119
782 062
The not¢5 on pa8es 58 to 69 forn parfof these acco￿￿.

Balance Sheet
64
At 31, March 2024
TOTAL
TOTAL
)24
2023
N(btei
FIXED ASSETS
I'an8ible r￿ed &ssets
7252
7.578
CURRENT ASSErs
Dcbtors
CLth at bollk And in hand
io
117.542
1 144577
,262,119
203.837
221233
1.425,070
Crediiors due within one y¢8r
li
J42
52
650 586
NET CURRENT Assm
919 867
NET ASSET.S
FUNDS
Unr¢stTi¢ted fvnd$
874,981
728,7r
Reslrid¢d ￿ndS
13
$1138
53272
TiyfAL CHARITY FUNDS
The fin#ncio1 staiements have been prepved in p￿dIn¢¢ wilh the s￿¢1￿ provisionsof Part 15 of th¢
Companies Ad 2006 T¢1￿1￿8 to Small ￿mpanI¢s. Under the Cl￿panIeS Aa 21K6 scdion 454. on
voluntary b%515 th¢ Trustees ¢an ameThJ the financi￿ si*m¢nts if they prov¢ ￿ be deftaiv¢.
Approved by th¢ Tnwees on
2024 and signed on theirF*h8lf by:
G￿¢￿hOUSe-chair or
Poul MattlKws
Trust¢¢s
Tru51¢¢
Ch4rity No. 1055113
Company No. 3189443

Cashf low Statement
65
st
At 31 March 2024
T(YfAL
TOTAL
2024
2023
Nol
Net ¢￿h 8ert¢rAted by operatin8 4cliviti¢s
17
89
Cash flows from investing aclivitl￿-
Purchose of Fixed ass¢ts
(5,5801
(4,150)
Inler¢st T¢c¢iv¢d
N¢t cash provided by inv¢51ing T￿1¥111¢$
Ch8n8e in cash aThJ cash ¢quiv8lents in the ￿pOdIng period
C8$h irtd c#gh tqulvAlenl$ 41 Iht beRlnThlng of ¢he rtportlni perlod
1221333
I J04009
Cash and c•$h eqylvllethts it the end ofihe reportlThR ptrlod
1,144,577
1321233

ti

J

11 y

Notes to the Financial Statement
st
71
For Year Ending 31 March 2024
SUPVORTCOSTS
Noth
2024
2023
Utyit#th*ted
Re¥trl¢i¢d
TotAI
Siafftas
16.755
19S.945
179.482
RcTht
42,4
414Q)
41.4(X
REt¢5Jt Slrvi
7.776
6,747
Subscripii
1.744
3.144
7.706
MaiAien4r
iooio
10.010
B.768
Hvjth & Sllf¢ty
1559
2.559
StthoTrDry
1275
l275
978
5371
5,271
4,267
G)v¢rn*n¢¢¢L
1&4
18,480
9.995
016
Iss
2023
COVIRNANCECOSTS
LIS￿ ￿dprof¢m1on
A￿th￿l￿deVdr￿ Ex￿1￿•￿•FM
11401
4475
FIXED AS5KTS
Computsr
Equlpmenl
Pro￿Tty
Equlgobthi
TOMI
Iii April 2023
Adthtiam•
1.140
32.$57
5.580
3111 M*¢h 2024
D¢prwlitloh
Ill April 2023
Chat8e kf y¢ar
23.875
5.870
s.￿6
3111 Match 2024
Net boDk v4lw¢
31st m￿¢b 2024
314t M4tcb 2023

Notes to the Financial Statement
st
For Year Ending 31 March 2024
72
2024
2023
DEBTOKS
Amounts fall￿g *ithIn0￿ year..
'rTadedeb￿
42.734
184.J30
A¢cnxd income and pre￿Yments
203 837
CREDrroRS
2023
ATh￿unts fallingdue wilhin one year..
Trade cr&Jito
13.533
18,584
284.570
25J65
2.208
15.892
607,469
25.017
Accruals
Defe￿¢￿ income
Taxlllion and SO¢￿ secyrity
OlhercRdilo
342 252
12.
DEFERRED INCOME ANALYSIS
2023
GPIMHsf3UN
270.(LY)
270,IX)O
Recovery Cothr*
S&fc Hav¢D
109,842
In-R¢A¢h
124.991
82,636
SMI
CCLS
In¢orne which has been d¢f¢rffd rclat¢s tocohtrncls lo ond eamed. in the finw¢i&l ycar.

Notes to the Financial Statement
st
73
For Year Ending 31 March 2024
13.
RESTRICTED FUNDS
B•l•n¢e
B8lIDee
OIM4n023
Re¥ource•
Expendlture
31103n024
Brickfield Community Furwl
Grow th¢ Gam¢
173
160)
15731
11.2651
b)
573
Music in Nork Pth Fund
1265
d)
R¢tum lo Footb￿1
Oisin Reed Fund
8,943
386
(1.840)
7,489
Nibjre Nurtures Project
The Hope Project
Foundational Skills for l*n¢kncc
Arnold Clark Commurtity Fund
Wales FAmily Enterprise Trust
The Community Found￿10￿ for
Dorkirtg Projec¢
Tesco Community Fund
E&si Surrey Eagles
National Lottery Commurtity FuThJ- Finoncial &
Wellbeing Support SeThice
Leathethe&d & Districl Lions
8.485
(5.223)
(3,296)
(13.911)
{150)
(2.715)
(1.960)
(2.000)
(1.000)
(201)
(167.957)
3262
g)
h)
3296
13.911
1.850
2.285
i)
k)
3.040
425
167.957
p)
q)
i.(￿0
5.000
1,500
6.200
2J50
500
(1.000)
(5,000)
(765)
(400)
(929)
Asylum S¢¢k¢r$ Supp)rt Pro8r8mme
R C Sherriir
733
All-A8¢ Auli$m S¢rateBy Bett¢rCore
Elmbrid8¢ BC Annual tir
Saini P¢¢e¢$ Church
5.800
1,421
51)0
B￿8**d N¢i&hbourhood Fund
EH5t London NHS Foundalion Trnst
(2,282)
(1,265)
(2.106)
(6.400)
814
2.735
Action for Cfjre￿ West Horsl¢y
The Clothwork¢rs FoUnd￿lOn
2,106
6.400
i.{￿0
y)
Foot￿11 Training and T￿n (SCC)
Fr¢¢mwon3 of Suffty
Toyota Community Fund
Thr Childwick Trust
5,400
1.750
(1.868)
(588)
3,532
bb)
cc)
dd)
12,(KKI
12.(XK>
Elmbridg¢ PArnwrship FWHI
1251
(225,7791
3,975
53272
224,645
52,138
a} Brickfield Community Fund- Brickfield pcer support wup
b) Grow the Gamc- Funding for two local football teams
c) Music in Nork Park Fund - Parenting project and 8clivities l(Kal to Banstead
d} Relum to Football- Fooiball aclivilies
c) Oisin R¢cd Fund- Aclivilies and 5UPPOrt for young people and their parents

Notes to the Financial Statement
74
For Year Ending 31, March 2024
O Nature Nurtures Project- Surrry County Council Funding. Workshops to help people connect with nature in their
environment
g) The Hope Proj¢¢t- Surrey County Council Funding. Using a wmmunity development appmach ￿ ¢xplore the th¢me of
'hope' in the community. through a variety ofworkshops and activities
h) Foundational Skills for Independ¢n¢¢- Funding re¢¢ived from Surrey County Council to provide a skills and personal
development short Course for onyonc wanling to improve their independ¢n¢c
i) Arnold Clark Community Fund- Funding for P8r¢nling Groups
j) Wates Family EnlcTpfi5e Twst- Funding towards16-25 ycar old mental health support packages
k) The Community Foundation for SuTrey- Young Peoplc's Project
l) Dorking Proje¢l- Funding received from Shanly Homcs lo deliver tt programme dcsigncd lo improve th¢ emotional
wellbeing of local people Close lo their homcs
m) Tesco Community Fund - Funding for art supplies, venue hirc and physic81 filncs5 instru¢lor
n) Ea51 Surrey Eugles- Funds for Easl Surrey Eagles football tcam aclivili¢5 and cquipment
ol National Lollery - Financial & Wellbeing SupEM)rt Service- Joint project beiween MFf, Catalyst. CA Epsom & Ew¢ll and
CA Surrey Heath. Support with finan¢es and emoiional w¢llbein8
p) Leaiherhead & District Lions- Venu¢ hire for Mole Vall¢y coffee mornings
q) Asylum Seekers Support Prograrnm¢- Delivery of Esol iuiiion io asylum seekers
r) R C Sherriff - Art acliviiies in Elmbridge
s) AII-ABe Autism Sirniegy Bett¢r Care Fund- Support group for aulislic clients
l) Elmbridge BC Annual Gr8nl- Art and craft a¢livilies in Elmbridgc
u) Saint Peter's chU￿h - Loffce and craft adivilies in Woodmansterne
v) Banslead Neighbourhood Fund - Wellbeing activities in Bansiead
w) Easl London NHS Foundation Trust- Training & 4clivilies for the Sury SUN {Service Us¢r Network) Community
x) Action for Co￿lS W¢sl Horslcy Pla¢c- Wellbcing ¢ourse for Action for Carcrs
y) The Cloihworkers Foundation - Painting of L￿1h¢rhead office pr¢miscs
z) fooiball Trnining and Team {scc)- fooiball lrnining wsions
afl) Fr¢¢m&son5 of Surrcy - Let's Talk programme
bb) Toyota Community Fund - Football iraining and match fundin8
cc) The Childwick Trusl- Aclivilie5 lo SUp￿rt men'5 wellb¢ing
dd) F.Imbridge Partn¢rship Fund- Peer support in Hersham

Notes to the Financial Staternent
75
st
For Year Ending 31 March 2024
I& ANALYSIS OF AssEfs BY FUND
Unrestritied
Re$trlcted
Tot81 Funds
Funds
Funds
2024
Fixed ￿Sets
7252
7.252
Current &55¢1s
1,209.981
342 252
52.138
1,262,119
342 252
Current liabilities
Nel currMt Ass¢L8
867.729
52,138
919,867
Net Asjtls by Fund 2024
874 981
927 119
Net A13eti by Fund 2023
782 062
I& OPERATING LEASE COMMITMEKrs
At 31 Mar¢b 2024 the charity had 88ye8fi￿ commitments
urtd¢r mn cAn¢¢llabl¢ op¢rotin8 le&8cs &8 set oui ￿lOw.
2024
2023
Wlthln ont y¢Ar
Land & Buildings
Betweert one And Ilve ytA
Oth¢r
530
588
I& LIMITED IIY GUARANTEE
The ¢hwity is limiied by guaronl¢e hLs m sh8re Capi￿. On winding up C￿ St￿￿lOry member is liable to contribut¢ a
sum not exceeding £I.IM)

Notes to the Financial Statement
st
76
For Year Ending 31 March 2024
17. RECONCILIATION OF NET MOVEMENTS IN FUNDS TO Nrr CASH FLOW FROM OPERATING AcfIvITIES
2024
2023
Net mov¢m¢nt In furtdj for the reporllMB perlod (M per
the statement of flninelAI ittlvltl¢s)
Adjustments for:
D¢pr¢ciation ch8r8es
lrtl¢r¢st
145,057
60,623
5,158
(9.7981
1164.488)
(35.639)
86,295
308 334
De¢re￿¢/I1￿C1¢*e) in deb￿r$
Increasel(de¢rease) in creditor5
Net ¢aJh ientrAted by oper¥tlnK #rdvl¢ltJ
ANALYSIS OF CASH AND CASH
I& EQUIVALEf4TS
2024
2023
CHsh at bank gnd in hand
1144 577
221233
Total c&5h and cash equivwl¢nts
1144 577

Notes to the Financial Statement
77
St
For Year Ending 31 March 2024
19.
COMPARATIVES FOR THE sfATEMENT OF FINANCIAL ACTIVITY
Unre$trleted
Re8trlettd
Total Funds
STATEMENT OF FINANCIAL AcfiviTIES
undi
Year Ended
FOR THE YF.AR ENDED 31st MARCH 2023
2023
2023
2023
INCOME AND ENDOwmE￿s FROM..
Dom7110ft8
15.889
860
16.749
1.412.598
9.798
I1K0D￿frorn chtsriiable a¢11￿1￿1
Incomefroim liiveslmenfs
Oiher Incou
1.365.972
9.798
46.626
TOTAL
13916$9
1439 145
EXPENDITURE ON..
Charitsbl¢ ewlj
I J07 J57
21834
48.331
1,355,688
21834
Oiher iradlngeosis
TOTAL
1330 191
1378 522
NET ￿COmE
61.468
18451
60,623
NET MOVEMENT IN FUNDS
Balan¢e$ blfiyd at 1st April 2022
067J22
54.117
721,439
Bglancei ¢ifwd #t 31. March 2023