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2025-03-31-accounts

REGISTERED COMPANY NUMBER.. 07438326 (England and Wales) REGISTERED CHARITY NUMBER.. 1140492 Rep￿t of the Trustees and fortheyear Ended 31 March 2025 Burtim & Dlstrkt ￿1nd Boume &Co 5tatLrtory Audito 6 tichr￿Id Street rton-on-Trent staffordshire DE14 3RD

Hurt¢￿ & l)Istrlct Mind Cryrtents olthe Flnondal Statements forthe Year Ended 31 March 2025 Reportof the T￿￿tee$ Repurt of the Independent Auditors 10 to 12 Balance Sheet 14 C•sh Flowstatement 16 Notes to the Flnandal Statements 17 to 28

Burton & Distrkt Mind IRe8lstwed number. 074383261 for the Year Ended 31 March 2025 The tW5tees who are aLw directors of the charfty for the wrrN)ses of the Companie5 Act 2006, prÈsent their report with the financial statements of the charity for the year ended 31 March 2025. The trustee5 have adopted the provisions of Accounting and Rewrtlng by Charities: Statement of Recommended Practice applicable to chartties preparing thelr acccmjnts in accordance with the Financlal Reportlng standard applicable In the UK and Republk of Ireland (FRS 1021 leffertNe l January 20191. Burton & 0i5trfct Mind have a positive bcal reputation, and are known to provide hi8h quality seNices and projects, we have hlghty trained and dedicated staff who underpin our serv5￿ delNery and an experlenced board of trustees wtth wide ranging skllls and knowled8e. OBJEcfivE5 AND AcnvmES Objectives and aims Our strdtegy 2020124 and the trustee board has remained true to the vislon of the associatlon, and thls Is further rellected in the strategy document. A new strateBV was developed in the period covering 2025127 to cover consecutlve years. The board awareness of social investment continue5 to be high on the agenda. There Is planned increased activity in the Tarnworth area On￿ the new Safe Havèn Crisis Cafe seNi relocates frorn its tempordry accommodation to a pernianent location in central Tamworth. The new venue 11 further supw>rt the planned 8eo8raphtcal reach of our charity across the previous stratw. AdditIonal￿, the opwrtunity to d￿ebP services due to the national Mental Health Transformation direttives supported ser¥￿e growth over the inttial strategy perlod with fi)cus on maintalning this Investment aLTOSS new contractual periods. Page I

rton & Dlstrtrt Mlnd (Reglstered number. 074383261 for theYe¥ Ended 31 Marth 2025 OBJEcfivES AND AcllviTIES gnificant activitie5 Successful tenders have provided growth of our staff team. Al bKI and tenders are subject to full-COSt recovery protocols to enwre they are fij1￿ funded. Contr3rts of work provided within this pericKI have Il¢)wed Burton & Dtstrict Mind to increase geographlcal reach and Choi￿ for our communlty. Aehlevements set within the Strategy have been met wtth the securing of contracts and provldlng 5tabillty and planned development for our o￿anISation. Midlands Partnership FoundatNJn Trust IMPFn made the declsion to close the partner seThj￿ led by Azheimerfs Outreach in Ort 2024 of which we were sub-contrdcted whlch Impaded on annual budgets for the year. Furthemiore, MPFT dkl not reprocure the Safe Hand5 followin8 a major ￿design of community accessible mental health cr&i% servi￿S. impaciing funding In financial year 25126. Foll￿n8 procurement I￿$￿tIon changes both Future Focu5 and Safe Haven will be dlrectly purchased for a further3+1+l Yea￿ from 1st April 2025. We have severdl ongolng NHS contracts through Midland partne￿hIp Foundatlon Trust IMPFTI Includlng: Staffordshlre Wellbeing Talking TheraiHes Prowding counsellingfor mentsl health coun5elling appointments through phon< vldeo and face to face sesslons acn)55 ourarea of benefrL Future Focus- prevlous part of Mental Health Trdnsformation Working wrih 4 third sector partners to provmle Futurè Focus Recovery Worter5,Team Leaderand Deputy Team Leader. Future Focus covers Burton, Uttoxeter, Llchfleld, BumtwcKid and Tamworth and provKles additional community 512PPOrt to lients within secondary (are mental health services, to help reduce barriers that can ¢au5e prolonged mental111 health and soclal lsolatv)n. Safe Haven Crisls Café Asafe space in Tamworth providing support forth05e In. mental heafth criss or emotional distress, reducing presentations at A & E and GP surger*s. Supported by a team of Recovery Workers, Team Leader. DeputyTeam Leader, volunteers and wer helpers. Additional servlces ptDvt(ied wlthin the period-. EAP Thinkwell to 5taffordshire County Counul Provldin8 oneto one counsdllng sesslons both thmush County Council Employment employee self-referral and manager referral. School funding Young Peoples Counselllng Prowding counselling sess￿)￿5 to sixth form students 16-18 at a local college. OBJEcllvES AND AcllviTIES Our Grants and fundraising projects indude kn¥￿)st counselling sessions, Music Minds. Mind-makeover 5esslons, Ec0the￿py, Forest bathing, Walk and talk football, Bat and Chat CrickeL Library Listening Space and virtual peer 5UPPOrt group and other5 in the lo(zl communtties. We also provide fast tracked sefF-funded private c￿nSellIng sessions fijnded ￿ the client. Paoe 2

Burton & Dlstrlct Mind {Reg￿tffed numl)er. 074383261 Rep(xl ofthe Tn forthe Year Ended 31 March 2025 OBJEcfivES AND AcllviTIES Public benefit On-going fundraisin8 acii¥ities have continued beyond the Mind grant that sponsored tts development. FLrture Focus, parthering wlth organi5atlons allowed for delivery of services across South Staffordshlre in 4 additional locations. Future Focus strengthened the links and res¢)urw wilh our partner or8ani5atlons and provided further development opportunitie5 wiihin the kKalities. Burton and District Mind has athieved greater reach through our Improved social media activities supported by a part-tlme worker and volunteers. Being part of thls sector enables us to deliver senrices that are In)lUen￿ by the nee(ts of our beneficSarles in the most innovative and c05t-effectNe way. Burton & 0￿￿¢t Mintl aim to work closely with statutory services and other thir(I sector organisations to bridge gaps In prov¢sion and shape the needs of our local beneficlaries. Volunteers Increased activmy to recrnit, train and deploy volunteer5 has t￿ated additK)nal resource for induction and trainlng of new volunteers and new communty aCt￿t￿5. Developments such as Library Listening Spaces, Peer Support facilitators, Safe Haven volunteer5 and peer buddles, Future Focus buddies for ap￿intMents, fundraising support, and seNIc￿re13ted communTrtions. Increased support within funded woject5 ha5 provided extra tesource for participants withln wlder community-based venues. CTrprodurtion and involvement has been increased through volunteer MH Ambassadots, particlpatlon and Influen￿ to better reflert need5 a￿a￿lS supporting future plannlng of services and need. Page 3

rton & Dlstrlrt Mlnd {Re￿stered number: 074383261 Repurt oftheTrustees for the Year Ended 31 Marth 2025 RATEGIC REPORT Achievements and pefvmance Thls period saw Burton & Distrfct Mind athieve swfflcant mlle5tonÉ£ that solidify our operational stabll and service provision. A major success was securing a long-term leased pro￿ty to se￿e as a permanent base for Llur Safe Haven project in Tamworth. This development was Immediate￿ complemented by seoJrin8 directly commissioned three year contracts for try)th the safe Haven and Future Focu5 projects. Cruclalty, the Safe Haven contrart was structured to allgn wlth the property's lease perlod, which slgnlficantly miti8ates financlal rfsk over ihe initial three-year tem) and include5 the potential for Subsequent one-year extensions11+ l option). Despite some shlfts In cOmm￿S1oner-Ied dedsions, we succ&sfully maintsined a Stro￿ collaborative relatlonship wth MPFT. retaining our posftNJn a5 a preferre(I provkler. We continued to Invest In improving our Communicatio￿ and maintaining a sharp focus on expanding our geographical reach ￿MainS a strategic priorrty rnoving forward. Flnan Burton & District Mind contlnued to succes5frJlty maiTTtain tt's income at £1.4m. despite the earty end to the Ajzheimer's contract in Oct 2024 and the end of the longstanding Trent and Dove contrdct in June 2024. .There was a noticeable 46% drop in Donation's and Legacies in the year equall￿ to £42k, where challenging en￿ronMent has been seen. Counteractlng this drop in Donation5, Charitabte Artivlties Saw an increase of 35k includlng funding receNed to compFete the frt out of the new permanent venue for the Safe Haven Crisi5 Cafe In Tamworth. For 2024-25, 95.5% of the income related to our Charitable Actwities, just 3.5% of income related to Donations and Legacies with 1% of income relating to Other Actlvities. including a venture into Wod(piace Health. The main sources of income were from several Midlands Fcwndatk)n TNst contrdtts, totalling £L2m including Safe Hands and Safe Haven, Future Focus and Talkin8 Therapies Counselling. In addition to this there was £40k from the Alzheimer's Outreach contract, £36k from Lithfiekl District Councll and £4k from Bllrntwood Town Councll for the Communtty Develownent Project, £9k from Trent and Dove and £1.5k from Staffordshire County Council Thinkwell contract. There was £22k in oiher Grants, £8k in other counselling and £6k in Workplace Health. There have been th2followin8 changes in total income in recent years. Total income for 2024-25 was £1,421,472, a small decrease of £1,￿)5. Total Income for 2023-24 Wd5 £1,423,377. an increase of £413,688. Total income for 2022-23 Wds £1,￿9,689. an increase of £593313. Total income for 2021~22 was £416,376, an Increase of £91,251 Total Income for 202Qk21 was £325,124, an inuea5e (rf£9L598. Total income for 2019-20 was £233,526. Page4

rton & ￿$tr[rt Mind IRetsaed number: D7438326 for theyear Ended 31 Marth 2025 Coupled with the additional income for the Crisis Cafe Vdas the airresponding expenditure for the fit out, legal fees and the lea￿ of the property bLrt the main Increase to the o)St base related to an increase of £108k In staffing costs with 10 new 5tarter5 in the year. These included addTtional heads to support the Safe and Future Focus contracts as well as an additional (￿treach Woter for the Azheimer's contrart and a Project Suppjrt Worker for the Bumtwo(Kl and Llclffield area. We also invested In our core team In the area5 of Finance and CommunKations and later irh the year Fundraising and Customer Relationshlp Management. The total headcount aveTaged at 40 heads across the year, an increase from 35 heads in the prlor year. There has been the folh)win8 thanges In total expenditure in reont yeats. Total expendlture for 202&25 was £1.325,063, an InC￿aSe of £197,799. Total expenditure for 2023-24 was £1,127,264. an increase of £427,142. Total expenditure foT 2022-23 wa5 £7￿,122, an increase of £260.294. Total expendlture for 2021-22 was £439.828, an increase of £167.774. Total expenditure for 202(>21 was £272,054, an increase of £56.046. Total expenditure for 2019-20 Vfd5 £216,OLB. Our Reserves Fu￿1 has been maintained at £68l which covers our windlng up costs should they be required. This is reviewed every 6 mowrths to ensure it refleLts the current structurelri5k We have continued to maintain the small nwge for our ￿gIstered offi￿. 'Bl￿ett House" We continue to ensure that all other costs are managed to ensure valueftjr n￿ney. The￿ has been an Sncrease in the Tan￿ble F￿ed Assets of £20k in relation to capttaf15ed costs for the new drIve￿d¥. 8otsrne & Co, Stat￿Ory Auditors. 6 Lichfiehj Stree¢ 8urton-on-Trenl complete our annual audit in line with the Charlty Commlsslon's Audit Requirements and to ensure the accounts are completed in fine with the requirements of the Charrties Statement of Recommended Practlce and IFRS 102 accountlng standards). The Board of Trustees have and will continue to ensure that projects are in line with our Strategic Plan. Hnanclal and rlsk management obieL￿aTrd poliaes The natlonal wage Increase has increased our employment costs this year ¥ we have managed to maintain an Inuement above thi5 for all base rate5 of pay. There has also a noticeable reductlon In charitsble donatlons whlch may be as a direct result of the on*oing cost of livng cri515. It has been Identified that some funders will no longer fijnd core staff as part of the terms of their grants and we will look to sour addiiion81 funds for thls year overthe next financlal year. Burton & Dlstrict Mind anticlpate the next M4nd Qualty Mark IMQMI round In 2025126 MQM this rigorous assessment and auditing process takes place every three yeats and covers all a5￿ctS of charitv governance and operations. Re￿nt Mind improvements to the MQM should Serve to further improve our board and organisational processes beyond its o)mpletion next year. We will continue to review and further irnprove our organisations attitude to risk man4ement. It's monitorin& and our policles and procedures to ensure we a￿ operating with the most up to date knowledge of18w and legislation to achieve optimum quallty and governance. Burton & District Mind will pursue the completion of Cyber E55entiats accreditation and rnaintain the Data Protection and Securlty toolkit and ICO registered. Page 5

Burton & Dlstrlct Mind IRe8lsthd number. 07438326) Repwtofthe Trustees forthe Year Ended 31 March 2025 SfRATEGIC REPORT Future plans Durlng the peri(￿ our contrads of work have continued to devebp to meet inC￿a51n8 communlty demands and to further support V(SE work with the NHS. Although there havè been changes in directlon and NHS prlorities Burton & Dlstritt Mlnd remaln a preferred provider to the NHS, We expert some redurtion acros5 the NHS funding landscape folk)￿nE the end of the Mental Health Transformation period, we will look wider to identfy appropriate funders to maintain our sustainabilty. From 2025126 there wlll be further government changes around em￿OyMent law, and we anticipate how this will affect Burton & District Mind as em￿0Ver$. On-going recrnttment difkuftie5 and the potentlal risk ofloss of key staff continues to be identthed flsk to our organ￿ation. Future work wlll be completed by the board along Wlth the senior m?nagement team to continue to strengthen and malntaln our Infrastrncture to mitigate 50me Klentified risks. Further development wlll fomi a vital part of ouronward workfor 2025127 strategy. srRUCTUR4 GOVERNANCE AND MANAGEMEP Governin8 document The charEty is controlled by Its governing dO(￿Ment. a deed of trnst, and tonstitutes è fimited company, Ilmited by guarantee. as defined by the Companies Act 2￿)6. As summarised in our govemlng documerrts the purpose5 of Burton & D&trltt Mlnd are. To promote the preservation of mental health. To assist in relievin8 and rehabilttstin8 per50n5 sufferingfrDm mental disorder or condltlons of emotional or mentsl dirtress requiring advice or treatment. To work in assoclatlon with Mind in accordance with th￿raimS and their objective5 Burton & District Mind are the re￿onS primary mental healih charity. In Ilne wlth our Strategy the twstees have remalned true to our purposes and vblon. The trustees of Burton and Distdtt Mind take uftimate responsibility for complian￿. The twstee board delegate5 operational managementto the Chief Offi￿r and Senior Management Team. Page 6

Burton & DistrKt Mlnd (Registtted number: 074383261 for the Year Ended 31 Marth 2025 sTrucruRE. GOVERNANCE AND MANAGEMENT Recruitment and appointment of new trustees Trustees are recruited based on the annual Trustee Skills audlt rewrt and Risk Assessment report which are completed by the tnthe board. These actNIt￿S inform the board on emerging needs of the charity and skllls Bap wtthin the trustee board. Board recnjttment is addressed in severdl ways from advertbslng on our website. athiertising wlth Indeed, ￿p￿)rt Staffordshire our kKal VCSE support sewi￿. promoting trustee oppOrtUn￿leS at health events the charity attends and within our networks and partnershlps. The charity has a trustee recruitment process and applicatknn prcw whith must be o)mpleted successfully prior to an applicant becoming a d)arrty trustee. The IK)ard complete a full volunteer induclion Including training to better understand the role and responslbilities and are invited to attend the natTonal FestNal ol Trusteeship annually. Additional annual training may be added on an ad hoc basis If law and le￿latiOn require further adv1￿ and guidance. The trustee board follow an annual timetable of govemance processes to ensure that 51rurture. governance and legal status of the charity remainsfocused and strategic Annually the Injstee board oversee annual staff remuneration through a fomial trustee steerlng group. The steering group revlew the charrties prtivkties and contTrcts of work and compare equivalent charitable posts and salaries. The Trustee Steering group will prowse staff annual increases to the full trustee board for the purposes of votin& REFERENCE AND ADr¥11N1￿RATlVE tErAILS Reglstered Company number 07438326 (England and Wales) RegSstered Charity number 114Ck192 Reglstered office 67 Branston Road Burton on Trent Staffordshire DE14 3BY Trustees Ms S Adey-Rankin Retired D J Bassett Engagemerf Offlcer KJ Builth Retlred Ms C S Gethin Chief Executive M5 C D Roblnson Retlred Ms K St Clalr Retired Ms D Worley Chartered Management Accountant (resigned 6.IL241 Ms Sjay (resigned 21.7.241 Page 7

Burton & Dlslrict Mlnd (R4istered number. 074383261 ReportoftheTrustees the Year Ended 31 Marth 2025 REFERENCE AND ADMINisfRATIVE DETAILS Auditors Bourne & Co Statutory Auditors 6 Uchfleld Street BurtOll-on-Trent Staffordshire DE14 3RD srATEMENT OF TRUSTEES. RESPONSIBILrriES The Iru5tees Iwho are also the directors of Burton & District Mind for the purw)ses (rf company lawl are responsible for preparing the Rewrt of the Tll￿ees and the financial ststements in accordance with appllcable law and Unf(ed Kingdom Accounting Standards (United Kingdom Generally AC￿pted Accounting Prdtticel. Company law ￿qUIreS the trustees to p￿pa￿ financial ￿atements for each financkal year. Under that law, the tNstees have elerted to prepare the financ5al statements in &cordance with Unf(ed Kingdom Generally Accepted Accounting Practlce Iunlted Kingd¢)m Accounting Standards and appllcable lawl. Under company law the trnstees must not approve the finanoal statem&nts unless they are satisfied that they give a true and fair view of the stste of affalts OF the charttable company and of the incoming resources and application of resource5, including the income and expenditure, of the charltable company for that period. In preparlngthosefinancial statemènts, the trnstees are requlred to select suitable accounting policies and then app￿theM consistentty- observe the method5 and principles in the Charities SORP; makejudgements and estimates that are ￿asonable and prudenL stste whether applicable accounting standards have been frjllowed, sublert to any mater￿1 departures disclosed and eKplained in the financial statements: prepare the financial statements on the going concern basi5 unkn it ts inappropriate to presume that the chaiitable companywlll continue In business. The trustees are respornsible for keeping proper accounting records which disclose wlth reasonable accuracy at any tlme the financial pO5￿k}n of the tharitable o)mpany and to enab￿ them to ensure that the flnanclal statements COMP￿ with the Companles Att 2CIJ& They are also ￿SpOnSible for safeguarding the assets of the charitable company and he￿￿ for taknng reasonable steps for the prevention and detection of fraud and other iryegularities. In 50 far as the trustees are aware: there is no relevant audit information of which the charltable company's audriors are unaware,. and the trustees have taken all Ste￿ that they ought to have taken to make themselves awaie of any relevant audit informatlon and to establlsh that the auditors are aware of that information. AU0￿oR5 The auditors, Boume & Co, wlll be pro￿Sed for r￿aPFO1ntme￿t at the forthcomlng Annual General Meetlng. Page 8

rton & DisiTiCt Mlnd {Re￿$t￿ed number:07438326) Rewt ofthe Tntstees for the Year Ended 31 March 2025 Report of th@ Iwstees, in ompany dlrectors. on..... ......... . ting a st tegic report, approved by order of the board of trustee5, a5 the °f7.1. z.e........... and S￿￿ed on the board's behalf by., KJ Builth- Trustee Page 9

Rep¢wt olthe Independent Audltoys to the Members of brton & Dlstrltt Mlnd Opinlon We have audited the financial statements of Burton & Distrkt Mind Ithe 'charltable cornpany'l for the year ended 31 March 2025 which comprse the Ststement of Financlal Artivities, the Balan￿ Sheet, the Cash Flow Statement and notes to the financkgl statements, induding a summary of sEntficant accounting policies. The financial rewrting framework that has been applied in thelr p￿par7t1on is applicable law and Unlted Kingdom Accountingstandards {United Kingdom Generalty Accepted Accounting Practlcel. In our opinion thefinancial statements- Bive a true and fair wew of the state of the charttable companvs affairs as at 31 March 2025 and of its incornlng resources and appllcation of resources, induding its income and expenditure, for the year then ended; have been properly prepared In accordance wlth Unrted fingdom Generalty Accepted Accounting practi￿,. and have been prepar￿ in accordan￿ wlth the requirements ofthe Cornpan￿ Art 2CK6. Basls frjr oplnlon We conducted our audit in accordance with International Stsntsrds on Auditing IUKI IISAS IUKI} and applicable law. Our responslbllities under those standards are fvrther described in the Audltors, responsibilities for the audit of the financial statements seLtton of our ￿ port. We are independent of the charitable company in accordan￿ wtth the ethlcal requirements that are relevant to our audlt of the financial statements In the UK, including the FRCS Ethical Stsndard, and we have fulfilled our other ethlcal responsibilities in accordance wlth these requlrements. We bèfieve that the audit evidence we have obtsined Is sufFKient and appropriate to provide a bas￿ for ouropinion. Conclusions relatingto golng COn￿M In aud￿iDg the financial statements. we have concluded that the trustees. use of the going Con￿rn ba515 of accounting In the preparation of theffinancial sLitemerrts is appropriate. Based on the work we have performed, we have not Identlfd any mater1 uncertalnttes relating to events or conditlons that, indlvldually or collectNely, may cast signtho3nt doubt on the tharitable company's abllity t¢ continue as a 60ing concern for a peri(xl of at l&ist twelve months frnm when the financial ststements are authorised for issue. Our responsibilities and the respons1bl1ttk￿ of the trustees with restxt to goin8 COn￿M are described in the relevant sections of thts ￿pOrt. Other Information The trustees are responsible for the other inforniation. The other infom)atlon compriqes the information Included in the Annual ReporL other than the financial statements and our Rew)rt of the Inde￿ndent Audltors thereon. Our opinion on the financial statements does not cover the other inforniation and, except to the extent otherwise explfjcttly stated in our rewt, we do not express any fomi of assurance conclusion thereon. In connection wlth our audit of the financral statements, our responsibility 15 to read the other information and. In doing so, conslder whether the (rther infomiatK)n is materially inconsistent with the flnancial Statements or our knowledge obtsined In the audit or otherwise appear5 to ￿ materlally mi55tated. If we Kientlfy such rnaterial inconsistencies or apparent material misstatements, we are required to determine whether this give5 rise to a material misstatement the financial statements themselves. If, based on the work we have performed, we conclude that there 15 a material misststement of thSs other Information, we are required to reportthat fact. We have nothin8 to ￿port in thls regard. Pase 10

Report of the IrKlependert Audltots to the Members ol Burton & District Mind Opinion5 on other mattets pre5crlbed by the Cunpanles Att 21N)6 In our opinion, based on the work undertaken in the course ofthe audlt.. the Inforniation given In the Rewrt of the Trustees for the finandal year for whlch the financlal statements are p￿pared is consistent with the financlal ststements. and the Report of the Trustees has been prepared in accordan￿ with appllcable legal requirernents. Matters on whlch we are rÈqulred to rep(rt by exception In the light of the thowledge and understsnding of the charrtsble company and its environment obtained In the course of the audit, we have not identified material mi55tatsments in the Report of the Trustees. We have nothing to report in respert of the follo￿n8 matter5 where the Companies Act 2￿6 requlres us to report to you if, in our opinion: adequate accounting records have not been kept or thms adeqLfate for our audit have not been reeelved from branches not visite(I by us,. or the financlal statements are not in agreement wlth the accourrting records and retums; or certain disclosures of tru5tees' remuneration specrFbed by law are not made,. or we have not re￿Ned all the infomiation and explanatlons we requirefor our audtt. Responslbllltles of trustees As explained more fully in the Statement of Trustees, ResponsibilitEs, the trustees (who are also the director5 of the charitable company for the purposes of company law} are reswnslble for the preparation of the financial statements and for being satisfied that they give a tnse and fair view, and for such internal control as the trustees detem)ine is ne￿SSary to enable the prepardtion of financial statsments that are free frum material misstatemenL whether due to fraud or error. In preparing the financial statements, the trustees are responslble for assesslng the charitable company's ability to continue a5 a going concem. disdosin& a5 applicable, matter5 related to golng con￿rn and using the going concern basls of accounting unless the trustees eriher intend to liquidate the charitable companv orto cease operations, or have no realistK altemative L￿t to do so. Pa8e 11

Report ofthe IndeperKlent Auditors to the Members of Burton & Distritt Mind Our responslbllltles forthe audlt of the finandal statements r objectwes are to obtain reasonable assur4n￿ about whether the financial statements as a whole are free from materlal mlsststement, whether due to fraud or etTor, and to issue a Report of the Independent Audltors that include5 our opinlon. Reasonable ￿Surance is a hÈh level of assurance, but is not guarantee that an audit conducted in ￿Cordan￿ wtth ISA5 IUKI will always detect a materlal mtsstatement when rt exists. Mlsstatements can arise from fraud or e￿or and are considered materlal rf, irbdividually or in the aggregate, they could reasonably be experted to influence the economic deasions of Ltsers taken on the basls of these finanaal statements. The extent to whlch our Pr￿￿UTeS are capable of detecting irregularities, includin8 fraud Ls detaile(I below: - DIscu55ions and correspondence with management. including known orsusr*ded Instan￿ of non-compliance with laws and regulations and fraud - Reviewing nomlnal ledger transacrlons with particular emphasis onioumal entries posted by management - Being alert throughout ourworkfor anything considered unusual by wrtue of size or nature. Because of the inherent limrtations of an audtt. there ts a rtsk that we wlll not detect all irregularitie5, includlng those leading to a material m￿tateMent in the financial Statements or non<ompllance wbth regulation. Thls rlsk increases the more that compliance with a law or regulatwjn is rpmoved from the events and trdnsaLtions refiected in the financial ststements, a5 we will be less likely to become aware of Instan￿5 of non-complian￿. The risk is also greater regarding i￿gUL￿rItIeS occurrfng due to fraud rather than error, as fraud involves intentional concealment, forgery, ¢￿k￿rOn, omission or misrepresentatbn. A further destription of our re4￿nSibIlItIeS for the audit of the financial statements 15 located on the Flnancial Reporting Council's web5tte at Www.frGor&uklauditors￿s￿]nSlbllit￿s. Thi5 description form5 part of our Report of the 1ndependentAudito￿. Use ofour report This rewrt is made solety to the tharitable tompany's members, as a W. In accordance with Chapter 3 of Part 16 of the Companies Act 2tX16. C￿r audit work has been undertaken so that we might state to the haritsble companvs members those matters we are required to state to them in an auditOf5' report and for no other purpose. To the fullest extent pem)ftted by law. V￿ do not ac￿pt or assume re5pon5ibilr(y lo anyone other than the charitable company and the charttable company's members as a body. for our audit work, forthis rewt. orforthe opinions we have fornied. David Meadows F.C.A. (Senior Ststutory Auditor) for and or) behalf of Bourne & Co Statutory Auditors 6 Lichfield Street Burton-on-Trent Staffordshire DE14 3RD lo Li_-U Page 12

Burton & Dlstritt Mind Statement of Hnandal Activlues I1￿01p0￿4tln8 an Income and Expenditure Account) for the Year Ended 31 Marth 2025 31.3.25 Total funds 31.3.24 Total funds Unrestrthd Restrltted funds fund Notes INCOME AND ENDOWMENTS FROM Donatlons and legacie5 48.056 49.056 91,086 Charltable actlvities Charitsble activities 2￿,731 L097,312 1.358.043 I.322,￿4 Other trading attivfcles Investment income 9.623 4.750 9,623 4,750 5,265 4.122 Total 323.lfil L098.312 [421.472 1,423,377 PENiYITLIRE ON Charftable activities Charitable activities 379,559 945,504 ￿325,￿3 1,127.264 NET INCOMVIEXPENDITUREI Transfers between funds 156399} 416.844 152,808 1416,8441 296,113 Net movement In funds 360,445 1264,0361 296,113 RECONCILIATION OF FUNDS Total funds brought fO￿ard 355,430 420.788 776,218 480,105 TOTAL FUNDS CARRIED FORWARD 715,875 156.752 872,627 776,218 The notes fonn part of these finanaal ststements Page 13

Burton & D15trkt Mlnd IRe8i5tered number:074383261 31 M¥th 2025 3L3.25 Total funds 31.3.24 Totsl fvnds unreSt￿ted Restritted funds fvnd Notes FIXED ASS￿5 Tangible assets 63,518 81.665 145,183 125,312 cuRREr￿ ASSETS Debtors Cash at bank and in hand 14 24,945 641.540 108,891 80,644 133,836 722,184 $8,467 710,718 666,485 189,535 856,020 779,185 CREDITORS Amounts falling due within one year 114.128) 144,0401 158,168 154,5921 NEf CURRENT ASSETS 652357 145,495 797,852 724,593 TOTAL ASSEfs LESS cuRREr￿ LIABILtnES 715￿75 227,IEIJ 943,035 849,905 CREDITORS Amounts falling due after more than one year 170,4(61 170,È108} 173,6871 NFf ASSErs 715075 156,752 872,627 776,218 FUND5 unrestricted fund5 Restritted fund5 715,875 156,752 355,430 420,788 TOTAL FUNDS 872,627 776,218 The flnanclal st tements were approved by the Board of Trustees and authotised ft)r issue on .. and were5igned on its behalf by- KJ Bullth- Trustee The notes form part ofthe5e finanaal statements Page 14

Burton & Dlstrlct Mlnd Cash Fknv Ststement for the Year Ended 31 Math 2025 31.3.25 31.3.24 Notes Cash flow5 from operatlng actlvlties Cash generated from operations Finance costs pald 35,894 15,961) 229.169 15,0641 Net cash provided by operating aCt￿ltIeS 29,933 224.105 Cash flows froffl Inve5tin8 aCtl¥ities Purchase of tangiblefixed assets Interest recelved 120,1501 4.750 1125,4181 4,122 Net c&sh used in Investlng actlvltles 115,4001 1121,2961 Cash flows from finandng artlthtles New loans in year Loan repayments in year Loan interest in year 79,C()O 17,5221 5,064 (9,0281 5.961 Net tash (used inllprovided byfinanang activities 13,067} 76,542 Change in ￿$h and cash equivalents in the reporting perlud Cash and cash equivalents at the beglnnin8 of the reporting period 11,466 179,351 710,718 531,367 Cash and cash eqUI￿dIents at theend of the reportin8 perfod 722,184 710,718 The note5 fom) part of these financial statement5 Page 15

Burton & Dlsblrt Mlnd P*Jte5 to the Cash Flow Statement forthe Ythv Ended 31 March 2025 RECONCILIATION OF NEf INCOMETO NEf CASH FLOW FROM OPERATING AcfMTIES 3L3.25 31.3.24 Net income for the reportlrya perfod (as perthe Statement of Financial Actiwtiesl Adjustments for. Depreciation charges Interest received Finance costs Ilncreaselldecrease in debtor5 Increaselldecreasel in creditOf5 96.409 296,113 279 14,7501 5,961 165,3691 3.364 106 14,1221 5,064 634 168,6261 Net cash provlded byoperakn 35,894 229,169 ANALYSIS OF CHANGES IN NEf FUNDS At 1.4.24 Cash )low At 31.3.25 Net cash Cash at bank and in hand 710.718 11.466 722,184 710,718 11,465 722,184 Debt Debts fallirodue withln l year Debts falling due after l year 12,8551 (73,6871 {2121 3,279 13,0671 170,4081 176.5421 3,C67 173,4751 Total 634.176 14,533 648,709 The notes form part of these financial statements Page 16

Burton & Dlstrirt Mlnd Notes to the Rnancial Stslements for the Year Ended ai March 2025 AccouNllNG POUCIES &isls of preparingthe financial statements The financial statements of the charttable company, whith Is a publlc benefit ent￿Y under FRS 102, have been prepared accordance wfch the Charitie5 SORP IFRS 1021 'Accounting and Reportlng by Charities.. Statement of Recommended Prattl￿ applicable to charities preparing thelr accounts In accordance wtth the Financial Reporting Standard applicab￿ in the UK and Republic of Ireland {FRS 1021 leffettive l January 20191., Financial Reporting Standard 102 The Financial Reporting Standard applicable In the UK and RepublK of Ireland, and the Companies Act 2006. The flnanclal statements have ken prepared underthe hlstorical cost convention. Burton & Dlstrict Mind is a Charitable Company incorporated in E[￿land & Wales and Ilmfted by Guarantee. In the event of belng wound up, the liabilty in ￿SpeCt of guarantees 15 limited to £1 per member of the charity. The registered off￿e is gfven In the Trustees Report on pages l and 2 of these financial statements. The nature of the charitys operations and prlnclpal actlvltles are also Induded wlthln the TNstees ReporL Thefirancial statements are presented in sterlin8whith is the functional currency of the charfty. Income All income 15 recognised in the Statement of Financial Artivities On￿ the (harty ha5 entrtlement to the funds, It Is probable that the Income will be received andthe amcmjnt can be rneasu￿d rellably. Where income is pald in thance by the wstomer and that income covers a perlod of time straddlin8 the year end, the Income is apportioned so that rt Is allocated to the financial year in which the servlces are delIVe￿d. Income 15 accrued forwherelhe artN[l￿S have been perfornied but not invoiced at the year end. Expenditure abiliti￿ are recognised as expendtture a5 soon as there ts a kgal or constructrve obligation tommtting the charity to that expendtture, it ￿ probable that a transfer of economlc benefits will be required in settlement and the amount of the oblEation can be measured reliab￿. Expenditure 15 accounted for on an accruals basis and has been ￿￿tfied under headI￿S that a￿regate all cost related to the category. Where costs cannot be dIrert￿ attributed to particular headings they have been all(Jcated to actwitie5 on a basLs consistent with the use of resources. TanBible t￿ed assets The company acquires some assets that are the purpose of a specific projert (charitable attivrtyl for whlch funding is obtsined. These assets are not (apitalised but are inste8d treated as expendlture such that they are offset against the income to whith they relate. Any assets not acquired forthe purpose of a specific prolect are tspitalised. Depreciation is provided on all tangible fixed assets, at rntes cakulated to write off the depreciated rep1a￿rnent cost of each asset to its expected resKlual value evenly over ￿5 expected useful life as follows- Freehold buildings - Flxtures and fittings - over 50 years - 15% ￿lucing balan Pa8e 17 continued...

Burt¢)n & Oistrirt Mind Notss to the Financial Ststem•ts. contlnued for the Year Ended 31 Marth 2025 ACCOUNTING P0UCIES-￿nIIllued Tangtble fixed a$￿ts No depreclatlon charge has been tharged on the bulldlng as the resklual value & considered to be at least equal to COSt. Taxatlon The charity Is exempt from corporationtsx on its chaiitable artNities. Fund accountln8 Unrestrlcted funds can be used in al￿ordanCe with the charitable obiectiV&s at thè discretion of the trustees. Restrlcted funds can only be used for particukr restricted purposes within the objects of thè charlty. Restrictlons arise when specif*d by the donor or when funds are raised for partI￿lar restrKted purposes. Hlre purchase and leasln8 commltmer Rentals payable under operdting ￿aSe5 are charged to profit or105s on a strardht line basis over the lease term, unle55 the rentsl payments are structured to In￿eaSe in Ilne w￿h expected general inflation. In which case the company re￿nISeS annual rent expense equal to amounts owed to the lessor. Hire of equipment is charged directty to profft or IDSS. as Incurred. Pension costs and other pust-reliremert benefft5 The charttable company operates a defined contribution ￿nsIon scheme. Contrlbutions pawdble to the charttable company's Pe￿lOn scheme are tharged to the Statement of Financial ALtivitie5 In the period to whlch they relate. The liability and expense ￿ alloc3ted to specifK projects and athl1￿5 and between re5trKted and unrestricied fvnds on a time spent basi%. Debtors aml LYeditor5 Debtors and Qeditors measured attransaction prf￿. less any Impalmlent. Page 18 continued...

8wton & District hfind Notes to the financial Statemats. contlnued the Year Ended 31 Marth 2025 LKINATIONS AND LEGP£IES 31.3.25 31.3.24 Donation5 Gift aid LeBacles 36,192 91,086 12.830 49,056 91,086 OTHER TRADING AcnwnES 31.3.25 31.3.24 Other 9,623 5,265 INVESTMENT INCOME 31.3.25 31.3.24 Deposlt account interest 4,750 4,122 INCOME FROM CHARIT￿ AcllwnES 31.3.25 31.3.24 Grants Contract income Charitable activrtses Charitsble artiviiies 21,606 ¥336A37 71,720 1,251,184 L358,043 L322,904 Grants of £21,￿￿ 12024.. £7L7201 comprise £15.crfxI from Mer￿r Famiing to fvnd Ecotherapy programme5 12024:£15.C((Jl, £-2.394 repaying part of a grant reteNed last year the English Sports Council to run the Bat & Chat Cricket project 12024.. £7,8601, £4,LX)O from National Mind relatlng to a Buxton n￿verS grant12(XM- Énill and £5,1JJ) Toyota Manufacturing UK charitsble trust for Music Mind5121J)4-. £nlll. In the prevlous year, grants of from National Mind EFL Grnnt for the Walk & Talk Football programme, £10.097 In respect of a National Mind organ￿ational & Development Grant to employ a part tlme fundraiser, £24,39) from National Mind for the Mentor Mental He3￿h ProductNity Pilot, £375 in respect of a Tesco Communty Grant for the Mlndfulness sessions, £5,999 from National Mind as part of the Equity & Lwl Experien￿ Development Fund to run the LQBTQl+ Expresslon Forum, £5.1XMJ from the 5crewfix Foundation towar(ts the refurbishment of the drwewdy to the office on 8ranston Road and £1,999 from South East Staffs as part of the Healthy Communitie5 programme, running a serles of Mind Makeover pysrhoeducation sessK)n5. for which no Corresponding grants have been re￿Ned in the year ending 31 March 2025. Page 19 continued...

rton & txstrlrt Mlnd Notes to the FinanLial Statemwts- contlnued forthe Year Ended 31 Marth 2025 (IIARtTABLE AcnvmES C0S15 Support (￿sts (see note 71 DireLI Costs TotaLs arttable acuvitles 1,231,821 93,242 1,325A63 SUPPORT Cosrs G¢)vernance costs Management Flnance Totals Lharitable activltres 79,781 5,961 7,5t)) 93,242 Support costs. Induded in the above. are a5 ftAIows: 31.3.25 Charltable aLtivitie5 31.3.24 Totsl artlvf(ie5 Wages Soclal security Penslons Other operatlng leases Rates and water Insurance Llght and heat Telephone Postage and Stationery Sundries Professional fees Subscriptions Depreciation of tangible and heritage assets Bank charges Interest payable and similar tha￿e5 Auditors, remuneration 61,474 6,475 5,822 57,422 5,916 513 134 L481 390 864 638 73 662 143 2,914 405 532 L036 108 529 279 106 5,951 7,5C(I 5,064 7,200 93.242 85,998 Page 20 continued...

Burton & Dlslrfrt Mlnd P4otesto the Financial Statsments. continued forthe Year Ended 31 Marth 2025 NET INCOMEIIEKPENDrruREI Net incoMe/{expendltu￿I is Stat￿ afterchargingll￿ed1tln8l. 31.3.25 31.3.24 Depreciation- owned assets Other operating le￿e5 279 34,146 106 15,997 AUDrroRS' REMUNERATION Audit ar￿ accountancy fees charEed to the profft and loss account durlng the year comprise £3,750 for audrt fees and £3,750 for accountancy fee5.12024.. £3.E￿ and £3,600 respettivelyl. TRusfEES' REMUNERATION AND BENEFITS There were no trustee5' remuneration or other beneffts for the year ended 31 Ma￿h 2025 t)or for the year ended 31 March 2024. Tru$tee5' expeiises Tnjstees, expenses paid for the year ended 31 March 2025 were £25 relatin8 to a mileage daim {2024: nlll. 11. srAFF COSTS 31.3.25 31.3.24 Wages and salaries Social securtty costs Other penslon costs 845,882 63,651 59.442 785,080 56,156 21,618 968,975 862,854 The average mnthly number of emplctyees durlngthe yearwas as follow5: 31.3.25 31.3.24 Senior Management Counsellors Project Workers/Support Role5 Recovery Workets 21 35 No emplo￿ received emoluments In excw>S of £60,(KM Page 21 o)ntinued...

Notssto the Flnandal Ststemeiits.tontinued fortheyear El￿e￿ 31 Marth 2025 COMPARATI1￿s FOR THE STATEMEMf OF FINANCIALAcmiiTIES Unrestricted fun(Ls Restrlcted fund Total funds INCOME AND ENDOWMENTS FROM Donatrons and legacies 8L236 9,850 91.086 Charitable attivities Charitable adNiti 210,4EI) L112,444 1322,Wl Othertradlng actNlties Investment income 5.265 4.122 5,265 4,122 Totsl 301,083 1,122,294 IA23,377 EXPENDITURE ON Charftsble artlvities arltable aCtIv￿leS 306,￿1 821,133 1,127,264 NET INCOMEIIEXPENDITUREI Transfers between funds 15,0481 114,544 301,161 1114,544) 296,113 Net movement in fvnds 109,496 186,617 296.113 RECONCIUATION OF FUNDS Totsl funds brought forwaTd 245.934 234,171 480.105 TOTAL FUNDS CPMED FORWARD 355.430 420,788 776,218 Page 22 contlnued...

Burton & Dlstrlct MINI Notes to the finan(ial Ststements. contlnued fw the Year ErKled 31 Marth 2025 TANGIBLE FIXED ASSErs Flxtures and ffttings Freehobj property Tota co At l April 2024 Addltions 123,444 20,150 5974 125,418 20,150 At 31 March 2025 143,594 L974 145,568 DEPRECIATION At l April 2024 Charge for year 106 279 106 279 At 31 March 2025 385 385 NEf BOOK VALUE At 31 March 2025 143.594 1,589 145,183 At31 March 2024 1,868 125,312 DEBTORS: AMOUNTS FAWNG DUE WITHIN ONE YEAR 31.3.25 31.3.24 Prepaymènts and accTued wicome 133.836 68,467 15. CREDrroRS: AMOUNTS FALUNG DUE WITHIN ONE YEAR 31.3.25 31.3.24 Bank loans and overdrafts (see note 171 Trade ueditors 3,067 55,101 2,855 51,737 58,168 54,592 Page 23 continued...

BLWton & District MlrNI Note5 to the Finandaj Statements. continued for theyear Ended 31 Marth 2025 CREDITORS: *J¢￿UNT5 FALUNG DUE A￿R MORE ThAN ONE YEAR 31.3.25 31.3.24 Bank103ns Isee note 171 70,408 73,687 17. LOANS An anatysls ofthe maturTtyof bans i$￿en ￿lOw. 31.3.25 31.3.24 Amounts falling due wlthin one yearon demand: Bank loans 3,067 2,855 Amounts falling between one and two years: Bank loans- 1-2 years 3,067 2,855 Amounts falling due between ts¥o and fve year5: Bank loans- 2-5 years 9,200 8,565 Amounts falling due in more than fve years: Repayable by in5talments: Bank loans more 5 yr by instal 58,141 62,267 LEA51NG AGREEMENTS Minimum lease pa￿ntS under nOn<on￿lI0bk operating leases fall due as folk)ws: 31.3.25 31.3.24 Within one year Be￿een one and five years 22,929 79.441 L814 5A42 102,370 7,256 Page 24 continued...

rton & DistiiLt Mind Notesto the Flnanclal Statem•tts. contlnued for the Year Ended 31 Marth 2025 19. SECURED OE8TS The following secured debts are Induded within creditors: 31.3.25 31.3.24 Bank loans 73,475 76,542 The loan tsken outto fund the acqUIs￿On of the freehold property15 seLured on the property itself. MOVEMEPK IN FUNDS Net movement In funds Transfers between fvnd5 At 31.3.25 At IA.24 Unrestrlcted funds General fund Desi8natsd 199.987 155.443 {43.5171 112.8821 138,3201 455,IfA 118,150 597,725 355.430 156,3991 416￿44 715,875 Restrirted funds Restrlcted 420,788 152.808 {416,844) 156,752 TOTAL FUNDS 776,218 96,409 872,627 Net movement in funds, induded in the aL￿e a￿ as follows: Incoming resource5 Resources expended Movement in funds Unre5tritted funds General fund Designated 161,909 161,251 1205,4261 1174,1331 143,5171 112,8821 323,160 1379,5591 156,3991 Restritted funds Restricted 1.098312 1945,$041 152,808 TOTAIFUNDS L42L472 {1,325,0631 %,409 Page 25 continued...

Burton & l*strfct Mind Notes lo the Flnandal Ststements- continued for theyear Ended 31 Marth 2025 MOVEMENf IN FUNDS- Continued Comparatlves for mowment In fwx Net movement in fvnds Transfers between fun(ts At 31.3.24 At 1.4.23 Unre5tricled furKIs General fund Deslgnated 116,1( 129,828 124.7841 19.736 108,665 5,879 199.987 155,443 245.934 15.0481 114.544 355.43D Resbicted funds Restrlcted 234,171 301,161 1114,5441 420.788 TOTALFUNDS 480,105 296,1 776,218 Comparatlve net movement in funds, includeil in the above are as folbws.. Incomlng Resources expended Movement in fund5 Unrestricted funds General fund Designated 148,920 152,163 1173,7041 1132,4271 {24,7841 19,736 301,083 1306,131) (s￿8) Restrlcted funds RestriLted 1.122.294 1821,1331 301,161 TOTAL FUNDS 1,423.377 IL127,264 } 296,113 Page 26 cDnlinued.-.

Burton & DislriLt Mlnd Notesto the finandal Staiements- contlnued forthe Year Ended 31 Mar¢h 2025 20. MOVEMENT IN FUNDS- contlnyed A currentyear 12 months and prIory￿r 12 months combined Position ts as follows.. Net movement in fvnds Transfers be￿een funds At 31.3.25 At 1.4.23 Unrestricted fund5 Generdl fund Designated 116,106 I29￿28 {68.3011 6,854 70,345 461,¢J43 118,150 597,725 245.934 16L4471 531388 715,875 Restrlrted funds Restriited 234,171 453,969 1531,3881 156,752 TOTAL FUKIS 480,105 392,522 872,627 A current year 12 months and prior year 12 morrths combined net rrB)vement In funds, Included in the above ere a5 follows: Incomin8 r￿ur Resources expended Movement in funds Unrestricted fvnds General fund Designated 310,829 313,414 1379,1301 1306,5601 168,3011 6,854 624,243 1685,6901 161,4471 Restrkted fund5 Re5triLted 1220,fi IL766,6371 453,969 TOTAL FUNDS 2,844,849 12,452,327) 392,522 Page 27 contlnued...

Burton & Distrfrt Mlnd Notesto the Finandal strteme￿. continued forthe Year Ended 31 Marth 2025 21. REL4TED PAKfY DISCiOSURES There were no related partytTrr￿act1OnS forthe year ended 31 March 2025. Page 28

Burton & District Annual Report 2024-25 Safe Haven A ploce for j3TY •q ao, Ojf)) 4• Annual Report 2024-25

Contents

Chair of the Board of Trustees......................................................................3 Chief Officer........................................................................................................4 Financial Report.................................................................................................6 Operations Manager.........................................................................................8 Development and Sustainability.................................................................10 Future Focus......................................................................................................22 Safe Haven.........................................................................................................28 CRM......................................................................................................................31

Annual Report 2024-25

2

Chair of the Board of

Trustees Report

Chairmans statement AGM Report 2024-2025

I would like to start by thanking the Vice Chair, Kay and the board for all their help and support over the past year.

Also, a huge thank you to Lynne and the senior team, staff and all the volunteers for the effort and commitment to Burton & District Mind, which is the reason for our continued success.

The voluntary sector is becoming increasingly challenging financially, especially in mental health.

We do however have a history of resilience and creativity to overcome future challenges and to adapt our approaches.

Burton & District Mind has gained a reputation with funders for quality and delivery.

Just one of our achievements this year has been the move of our Safe Haven Café in Tamworth.

It is more central and accessible place enabling us to expand the service to the people in the area and provide a greater service offer to the communities we serve.

No doubt these will further challenges ahead but I’m sure they will be met and will continue to provide help and assistance to those in need.

Ken Builth, Chairman

Annual Report 2024-25

3

Chief Officer’s Report

AGM Report 2024-2025

In March 2025 I was invited to represent Burton & District Mind along with 5 other local charities and a few small businesses to meet a senior royal during a visit to the area.

We were informed on arrival we would be meeting King Charles III. The King was very interested to hear about our local work and about our team and volunteers. He acknowledged the importance of the work that charities do and the value we provide. It was a real honour for our organisation to be recognised and invited to this personal royal visit.

After more than two years of searching, lots of property viewings and a few setbacks along the way, we were delighted to secure a lease on new premises at 34 Market Street, Tamworth. The building underwent substantial refurbishment by the landlord, which gave us the opportunity to request specific adaptations to meet the needs of our Safe Haven service. The Safe Haven team and volunteers worked hard and further enhanced the space with feature walls and welcoming touches, creating a calm and inviting environment for our visitors. By late spring, the property was ready, and the team successfully relocated. Since the move, Safe Haven has gone from strength to strength, with a marked increase in the number of people directly accessing support.

As many organisations and services move to remote delivery, we are especially proud to maintain physical premises in Burton, Burntwood, and now Tamworth. This ensures that Burton & District Mind remains a visible and accessible presence for those who need our support.

Our new Tamworth premises have also created valuable additional space for the wider organisation. Services such as Future Focus (both one-to-one and group sessions), counselling, staff meetings, training, and interviews have all benefited from the increased flexibility the new building provides.

Meanwhile, our Development and Sustainability Team has expanded community-based activities across Burntwood and Tamworth, reflecting those already established in East Staffordshire. These developments have strengthened our local presence and reinforced Burton & District Mind’s reputation as a trusted mental health provider in the region.

Annual Report 2024-25

4

Chief Officer’s Report

AGM Report 2024-2025

Unfortunately, the year also brought the closure of the Safe Hands service. Our funder, Midlands Partnership Foundation Trust (MPFT), made the strategic decision to redesign local mental health crisis services to improve community access. As Safe Hands was embedded within local crisis teams, individuals in crisis could not refer directly to the service.

As our Safe Hands team were experienced and training in NHS settings and digital systems the MPFT were keen to support them into MPFT roles. We worked closely with MPFT to support our staff through this ending period. Seven team members were assisted and supported to apply for local NHS roles, and by 31st March, 86% had successfully secured new positions within the local NHS or continued to receive active application support from MPFT.

On a positive note, we successfully secured 3 year (+1 +1) block contracts for both Future Focus and Safe Haven. This achievement reflects the consistently high quality of our work, the strong outcomes delivered by our teams, and our continued reputation as a trusted NHS partner. Both services continue to evolve, introducing new ideas, activities, and resources to better meet the needs of those we support. With the introduction of our community-based projects ranging from Mind Makeover, and Music Mind’s to Bat and Chat cricket and walk and talk , we now offer a diverse range of services that meet a wide variety of community needs. The team are not stopping there; even more creative and engaging initiatives are in the pipeline.

Finally, I would like to express my heartfelt thanks to our amazing staff, volunteers, trustees, and associates for their outstanding work and unwavering drive and dedication.

Your commitment continues to make a real difference in the lives of those we serve in our community.

Thank you all sincerely,

Lynne Barrell Chief Officer

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Financial Report

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Burton & District Mind continued to successfully maintain its income at £1.4m, despite the early end to the Alzheimer’s contract in Oct 2024 and the end of the longstanding Trent and Dove contract in June 2024.

There was a noticeable 46% drop in Donations and Legacies in the year equating to £42k, where a challenging environment has been seen. Counteracting this drop in Donations, Charitable Activities saw an increase of £35k including funding received to complete the fit out of the new permanent venue for the Safe Haven Crisis Café in Tamworth.

For 2024/25, 95.5% of the income related to our Charitable Activities, just 3.5% of income related to Donations and Legacies with 1% of income relating to Other Activities, including a venture into Workplace Health.

The main sources of income were from several Midlands Partnership Foundation Trust contracts, totalling £1.2m including Safe Hands and Safe Haven, Future Focus and Talking Therapies Counselling.

In addition to this there was £40k from the Alzheimer’s Outreach contract, £36k from Lichfield District Council and £4k from Burntwood Town Council for the Community Development Project, £9k from Trent and Dove and £1.5k from Staffordshire County Council Thinkwell contract. There was also £22k in Other Grants, £8k in other counselling and £6k in Workplace Health.

Coupled with the additional income for the Crisis Café was the corresponding expenditure for the fit out, legal fees and the lease of the property but the main increase to the cost base related to an increase of £108k in staffing costs with 10 new starters in the year. These included additional heads to support the Safe and Future Focus contracts as well as an additional Outreach Worker for the Alzheimer’s contract and a Project Support Worker for the Burntwood and Lichfield area.

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We also invested in our core team in the areas of Finance and Communications and later in the year Fundraising and Customer Relationship Management. The total headcount averaged at 40 heads across the year, an increase from 35 heads in the prior year.

Our Reserves Fund has been maintained at £68k, which covers our winding up costs should they be required. This is reviewed every 6 months to ensure it reflects the current structure/risk.

We have continued to maintain the small mortgage for our registered office, “Birkett House”. We continue to ensure that all other costs are managed to ensure value for money.

There has been an increase in the Tangible Fixed Assets of £20k in relation to capitalised costs for the new driveway.

Bourne & Co, Statutory Auditors, 6 Lichfield Street, Burton-on-Trent complete our annual audit in line with the Charity Commission's Audit Requirements and to ensure our accounts are completed within the Charities SORP (FRS 102) accounting standards. The Board of Trustees have and will continue to ensure that projects are in line with the Strategic Plan.

Anthea Howard

Head of Finance

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Operations Manager’s Report

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Over the year from April 2024 to March 2025 we have been continuing the counselling support that we have been providing to those in the East Staffordshire and South East Staffordshire area with our NHS and Direct counselling services.

I would like to say a very big thank you to all our staff at Burton & District Mind, our colleagues and volunteers for the continued hard work that they have put in over the year and the consistent delivery of the mental health support to our community.

Our NHS counselling has continued with a steady stream of clients coming through and have been receiving the support face to face as well as remotely. Our face to face sessions have progressed into the Burntwood areas, providing the face to face counselling in the locality of Burntwood to help provide different ways of accessing to clients in that area, otherwise they have to travel 30 minutes to Tamworth and Burton.

This has allowed local clients to be seen in their local area and provided them with more of an option to access therapy, as face to face allows those that are unable to do remote or have the preference for the face to face for human interaction.

We have continued providing the Anger Management pathway as well and the Counselling for Wellbeing pathway which has seen an increase in referrals. Our counselling team has continued to provide mental health support to those in need of our services and have maintained the highest level of quality and also managing the waiting list in a timely manner.

Our direct counselling services has also continued to increase in referrals and have maintained a steady pace of clients coming through for the low cost counselling, low cost coaching and also private counselling. Our coaching pathway has increased in referrals as there has been more awareness of the benefits of coaching and is continuing to progress with the support that we are providing for those in our area.

These services have been managed by our team of associate counsellors who have continued to be reliable and on hand to pick up clients as and when requested.

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They have also been providing this support face to face as well as remotely even though we have seen a high number of clients on these pathways requesting more face to face than remote which we have been able to provide.

Due to lack of funding we have been unable to secure the young people’s funding that we previously had been using to provide the emotional wellbeing support we were providing at Deferrers, this has meant that we had to approach Deferrers in either removing the support from the school or self-funding the young people’s counsellor to which they have opted to self-fund the young people’s counsellor.

This has shown the great work that we have been providing which they also have seen at the school. We will continue to look for further opportunities to provide these services through some other funding sources.

Finally, a big thank you to all our Therapists Associates and Salaried who have continued to provide our counselling services through the NHS as well as the Direct Counselling and Coaching services that we provide and have maintained the highest quality of support to our clients in need of mental health support.

A list of our Counsellors and Coaching therapist are listed below:

Amy Marlow, Alison Fitzsimmons, David Petch, Daniel Harris, Edward Degg, Laura Riley, Tom Grace, Yvonne Builth, Liz Matthews and Rob Hallott.

A very Big Thank You to you all for all your hard work and support to Burton & District Mind.

Zainera Liaqat

Operations Manager /

Counselling for Wellbeing Lead & Counsellor

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Development and Sustainability Report

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Overarching Goal

Burton & District Mind to increase sustainable capacity through geographical and community growth, income diversification and increased service user and volunteer involvement, in preparation for future Mental Health contracts.

Foreword

The Development and Sustainability Team continues to grow the number of people our charity reaches.

This year we have put special efforts into deepening the reach into the community. We are now better positioned and equipped in helping audiences and communities which haven’t always seen Mind as an agency for their good mental health

We have been successful in our reach into Lichfield District and building on that success, as team, we have also moved into Tamworth. We have a greater reach into Asian communities and LGBTQIA+ audiences.

We have also developed and delivered our first psycho-education programme, co-produced with people with lived experience of mental health problems.

As before, our key objectives have been:

  1. Community Help and projects throughout East Staffordshire, Lichfield District and Tamworth Borough

  2. Volunteer Programme

  3. Commercial Modelling

Development and Sustainability Team

We are also supported by associates and partners including:

Huge thanks to the team for all the hard work.

  1. Increased Capacity and

  2. Infrastructure

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Community Help: East Staffordshire, Lichfield District and Tamworth Borough

Activity Projects

Over the year, Burton & District Mind provided 16 projects chosen by local audiences, two more than previous year. The team has provided high quality projects for 202 people, increasing wellbeing, self-esteem, and social connectivity. This is an increase of 175% on last year.

All projects are expertly managed and monitored, with evaluation reports provided to funders. Individual reports are available on request.

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Success of Delivery 2024-2025

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Project Case Studies:

Connect Hope and Help: Older Adults Outreach Service

Working in partnership with Alzheimer's Society and funded by Midlands Partnership NHS Foundation Trust, Burton & District Mind provided an Older Adults Outreach service to support marginalised communities. This has been vital in building trust and understanding with communities and audiences that historically haven’t seen Mind as a agency that can support with their mental health.

Target audiences included:

Black and Asian minorities

Key successes over the contract included:

1896 contacts with the community.

Food give-away from our Office.

Our logo and advert on beer mats.

“I was very low due to my husband’s passing been together 28 years. I was very lucky and didn’t go through with my suicide plan at the last minute. My Outreach Worker has been visiting me … making sure I’m ok around the three main anniversaries.

He encouraged me to keep going forward with wellbeing plans and keep asking if things not working out for the extra support I needed on and off. Thank you for all your support and supportive encouraging words during my continuing period of grief, isolation and ill health.”

Participant on Outreach Service

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Lichfield District and Burntwood Development

“What we need is something to show that we [people with mental health problems] can actually do this for ourselves. We just need some guidance and some funding to get us started. We need someone to trust us.”

Mind Matters Burntwood participant

The Development and Sustainability Team have been funded by Burntwood Town Council and Lichfield Council for three years to support our developments in Lichfield District. Funding supports the role of Project Support Coordinator, taken up by Ben Longmore, and office space at the Old Mining College.

The new office not only provides more space for project management and for group work, but also provides a new counselling space, ensuring that people from Burntwood have somewhere close for talking therapy sessions.

Burntwood Town Council Celebrates Project Success

In April 2024, Burntwood Town Council awarded two local organisations a grant of £5,000 per year for three years to provide services locally that support adult mental health and wellbeing, and young people.

Platinum Boxing and Burton & District Mind each received a grant, and one year, the Town Council has been celebrating the success of these projects.

Burton & District Mind have established themselves as a new provider in Burntwood, offering services and support to adults with their mental health and wellbeing including a Music Mindfulness programme, Mind Makeover sessions for women, Creative Spaces arts project for people who identify as LGBTQIA+ and an ecotherapy project, as well as providing a venue in Burntwood for residents to access free NHS talking therapies.

Cllr Di Evans, Chair of Community and Partnerships said:

“Burntwood Town Council is pleased to support Burton & District Mind’s new initiatives and help with funding to enable Burntwood residents to access mental health and wellbeing support. Help at the point of need is crucial for so many and being based locally is also important.”

Pictured: Cllr Paul Taylor and Cllr Di Evans with Keri Lawrence and Ben Longmore.

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Over 2023-2024, we reported that we had 23 volunteers who donated 649 hours, worth over £6,700 to our charity, this meant we were able to reach out to an extra 815 people with mental health problems.

Our volunteers, on average, connect with 4 people with mental health problems when they donate their time!!!

This last year (2024-25), we have had 28 different volunteers donate a total of 1,612 hours over 441 reported occasions, this is worth a value of £18,436. We have been able to reach out to an extra 1,804 people this last year due to our wonderful volunteers.

This is extraordinary: many charities are reporting having less volunteers and we have had even more! A huge thank you to all our volunteers for all their generous donations of time and skills.

While it seems somewhat incorrect to rank volunteers on how much time they have donated, as everyone has different levels of availability.

However, it does feel right to highlight the donations of both Karla Billington and Lesley Kirk have both given over 400 hours each!

Karla has now joined the Safe Haven Team and Lesley has joined the team of Paid Associates on Mind Makeover – we think this is evidence again that volunteering can and does lead to paid work.

Our volunteers would rate their usefulness when they volunteer at 4.7 out of 5!!!

Thanks again to everyone involved including Amina, Emma, Jo, Ben and Oliver for supporting our Volunteer Programme.

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Mind Makeover

Funded by South East Staffs Healthy Communities and National Lottery, Burton & District Mind development and delivered two pilot programmes of psychoeducation at Lichfield Fire Station Community Room.

The initial concept was provided by David Salt, Peer Group Facilitator. The programme of work was co-produced by people with experience of mental health problems, and led by trained and supported volunteers.

Psychoeducation is an intervention where mental health workers educate clients about specific mental health conditions, including diagnosis, symptoms, treatment options, and coping strategies. It aims to empower individuals by providing knowledge, reducing stigma, and promoting a proactive approach to mental health.

The workshops covered a range of topics including Empathy and compassion, Local service provision, Emotional Intelligence, Crisis and Recovery Planning, Mindfulness, Assertiveness, Self Confidence and Confidence.

Participants will complete the workshops with a completed Recovery Plan that they have been developing throughout the sessions.

The format is straight forward; our facilitators briefly talk through some familiar mental health theory and the group spend the rest of the session, with a cup of tea and biscuits, discussing how to practically apply that theory to their situation.

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Mind Makeover

As part of Workplace Wellbeing, we offered to trial Mind Makeover to Punch Tavens staff both face to face and online.

This was also well received and the proceeds of this enabled Burton & District Mind to deliver a further eight-week programme to a Ladies Group in Burntwood.

Burton & District Mind now have a co-produced programme of psychoeducation that can be delivered to a range of audiences to need.

Furthermore, as we build our Workplace Wellbeing offer, this project will be self-sustained for the future.

“I found the courses insightful and I feel like I've

gained a greater understanding. I've also found myself adopting small skills into my daily life, taking nudges of information from the sleep

session, neurodiversity, managing stress, being you (confidence)”

Punch Participant

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Fundraising and Corporate Social Responsibility

We have had another bumper year for donations and fundraising. A huge thanks to all of our supporters and donors. Funds are being used to help our volunteer programme and peer support groups, provide a participant bursary, and to pilot new innovations.

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Fundraising and Corporate Social Responsibility

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Increased Capacity and Infrastructure

Staff and volunteer Training

As well as the Induction and NHS eLearning required by all team members, the Development and Sustainability Team facilitated arrangements of the following training for staff and volunteers:

Community Representation

The Development and Sustainability team had representation at the following Mind Communities of Practice:

We also represented Burton & District Mind at the following events and activities:

Newsletter, Social Media and Website

In August 2024, Tom Lawson came onto the Development and Sustainability Team as Communications Coordinator. He has successfully published 11 editions of the internal newsletter received by trustees, staff, volunteers and associates. This has showcased successes, highlighted campaigns (such as Longest Night and Time to Talk Day), and ensured the whole team has up to date information on developments, training opportunities, new team members, and projects & services that they can signpost and refer to.

Tom has developed the social media approach, including setting up a Bluesky channel and increasing the number of followers on Facebook to 800.

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…Our Aims for 2025-2026

Since 2025, the Development and Sustainability Team have grown from strength to strength each year, finding even more creative ways to identify the needs of our communities and audiences, design solutions and generating resources in an ever more challenging environment to deliver. However, the mental health emergency does not appear to be letting up. In addition, as we improve our ability to reach audiences new to our charity, we discover further complexities and challenges which enrich our problemsolving capabilities and our ambition to achieve even more.

Throughout the next year, we will continue to strengthen our ability to connect and understand underserved communities, including:

We will continue to explore new provisions to meet needs, including leaning further into:

We will also improve our work with decision makers and strategic partners in continuing to raise the profile of mental health provision and the needs of our community.

Keri Lawrence

Development and Sustainability Officer

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Future Focus

AGM Report 2024-2025

This 2024–2025 report outlines the continued collaborative work of Burton & District Mind (lead partner), BACT, BBaF, CT CIC, CCC, and YESS in delivering the Future Focus service across East Staffordshire, Burntwood, Lichfield, and Tamworth. This year has seen meaningful developments in leadership, team growth, participant-led activities, and innovative changes to service delivery in response to increased demand.

Key achievements include a total of new 272 referrals, with 245 participants actively engaging with the service. This does not include any existing participants already open to the service. The team expanded with the recruitment of a Deputy Team Leader and one new Recovery Worker, strengthening capacity across all areas. Notably, the co-produced Mind Harmony Ladies Group has emerged as a vibrant social and emotional wellbeing offer for South Asian women, and a Men’s Group at BACT has shown encouraging outcomes in male engagement and independence.

Improvements in triage processes and updates to participant resources, including a redesigned handbook and action planning tools, have contributed to a more personalised and participant-centred journey. Despite continued challenges from high referral volumes and limited external service responsiveness, the team has worked tirelessly to maintain quality and uphold the values of compassionate, community-led mental health support.

Achievements and Outcomes

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Case studies and participant feedback continue to be a vital source of evidence in demonstrating the effectiveness and reach of our service. The following examples reflect the outcomes we strive for.

Case Study

Participant Background

This participant is a young woman with learning challenges, a history of psychosis, and past experiences of sexual abuse, which she spoke openly about during our work together. These experiences had a significant impact on her confidence, body image, and sense of safety. She also lives with Irritable Bowel Syndrome (IBS), which affected her daily functioning, food choices, and wellbeing.

When we began working together, she was isolated, anxious, and lacked confidence in both herself and her abilities. However, she presented with clear goals:

Support Provided

Building Trust Through Shared Interests

We started by meeting for a cup of tea, with no pressure to dive straight into goal setting. These early meetings helped build rapport and trust. We discovered a mutual love of films, She particularly loves Harry Potter (which I had to go away and do my homework on as I knew very little but felt it was something we could connect over), this became a regular talking point and comfort throughout our sessions.

This foundation of connection helped ease anxiety and create a safe working relationship.

Gym Confidence and Physical Health

Once she felt ready, we began attending the gym together three times a week. At first, we worked side-by-side to reduce fear and build confidence. Gradually, I stepped back first waiting in the leisure centre café, then meeting her before or after at a separate café nearby. She now attends the gym independently and has exceeded her own expectations in terms of fitness and routine

Within six months, she reached her target weight, and reported feeling stronger, more confident, and more in control of her life.

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Managing IBS and Food Awareness

To help her manage her IBS, I introduced a food diary. Together, we looked for patterns and trigger foods, eventually creating a structured but flexible eating routine, including planned treat times. To strengthen this support, I also worked in collaboration with the care workers in her supported living setting. I shared the routine with them and asked that they encourage her to complete her food diary daily, which they consistently did.

She also attended an online group focused on nutrition and healthy living, which gave her additional tools and confidence around food choices. Over time, her IBS symptoms became more manageable and less disruptive to her daily life.

Trauma-Informed Mental Health Support

Our sessions often included gentle, open conversations about her past experiences of abuse and the ongoing effects of psychosis. We explored these topics at her pace, using grounding strategies, routine, and self-regulation tools.

Her growing fitness and independence became protective factors, helping her feel more resilient and in control. As her routine stabilised, she began reporting fewer distressing symptoms and showed increased confidence in public and social settings.

Volunteering and Independence

Once her confidence grew, we worked on building her digital and job-search skills. I supported her to navigate the Indeed app, create a CV, and practise applying for roles. I also referred her to STEP ON, a specialist employment support service, but before she reached the top of the waiting list, she successfully applied for and secured a volunteering role at an Air Ambulance charity shop. She now volunteers three days a week, engaging with the public, managing responsibilities, and feeling proud of her contribution to the community.

Current Progress

She now:

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I continue to see her regularly out and about in the community, engaging with others, smiling, and standing tall. She often reflects on how far she’s come and how proud she is of the life she’s now living.

This case demonstrates the power of compassionate, trauma-informed, and joined-up support. Through consistency, trustbuilding, and collaborative care, we supported her to transform not just her physical health, but her confidence, independence, and self-worth.

Working closely with her care staff, and reinforcing progress with shared interests, practical structure, and empowerment, helped her take ownership of her goals. What started as a weight-loss journey became a full-circle recovery story, one of healing, self-discovery, and genuine pride. She still keeps in touch and I recently received this text from her: “Thank you so much for helping me to reach my goals, I have lost another 0.7kg”

Family Member Feedback

Dear Katy,

I am writing to express my heartfelt thanks for the extraordinary support Matt Penn has provided to my brother, B, during his recent transition into supported housing. Matt has gone well beyond the expectations of his role—not only offering consistent emotional support to B throughout this complex and often challenging period, but also physically helping with the move itself.

He rolled up his sleeves to pack boxes, removed rubbish, and accompanied B through what was a highly stressful day with patience, empathy, and professionalism.

As a family, we are deeply grateful for Matt’s unwavering commitment, his grounded presence, and above all, the kindness and trust he has extended to B. His involvement made an immeasurable difference to the success of today’s move and to B’s emotional stability during this critical life change.

Please do pass on our sincere thanks and recognition of Matt’s exceptional contribution. It’s clear that his work is not only valued by those he supports, but also by the wider network of family members who walk alongside them.

Warmest Regards

BO

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Best Practice and Service Delivery

Changes implemented and recognition of areas for improvement

We have made changes to:

Participant handbook redesigned to include an "action plan" mirroring the RIO care plan, while maintaining non-clinical tone

This has resulted in:

Positive reception from staff; work remains to ensure consistent implementations of care plans to RIO.

We have recognised that there is still some work to do on implementing care plans more efficiently, whilst still allowing the participants to have some time to build a relationship with their Recovery Worker. In the new group model, the Recovery Worker facilitating the session will complete care plans earlier in journey

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Looking Ahead

Key developments planned for the coming year:

Overall, the 2024 – 2025 year for Future Focus has been defined by growth, adaptation, and deepening community ties.

Despite growing demand and limited external resources, the team has remained focused on empowering individuals to regain confidence, independence, and connection.

By investing in co-produced group support, expanding the team with dedicated and culturally competent staff, and refining internal processes, Future Focus continues to model a responsive, person-led approach to mental health recovery.

With plans to further diversify the offer in 2025–2026, the service is well-positioned to continue addressing unmet need, promoting resilience, and championing the role of the VCSE sector in the local mental health landscape.

Katy Lawrence

Future Focus Team Leader

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Safe Haven Report

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As we come to the end of another year, it is important to look back at how far Safe Haven has come. It has been a year of huge progress, change and growth and we should be proud of what we have achieved.

Month on month, the demand for Safe Haven has continued to rise. We have supported more people this year than ever before, each with their own challenges, backgrounds and stories.

We have continued to utilise our varied programme of activities, including craft sessions, knitting and diamond art, baking, resin making, T-shirt making, our “Wellbeing Wednesday” healthy eating on a budget initiative, seasonal crafts such as pumpkin carving and wreath making, as well as indoor yoga and dance sessions, as a means to support out participant wellbeing and recovery.

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The primary focus, and a major milestone this year was securing our own building. After years of looking, we viewed 34 Market Street on 20 August 2024, then a month later we got the keys and opened the doors to the public. The whole team worked incredibly hard to make the space feel professional, warm and welcoming.

Since moving into the new premises, we have seen a significant rise in attendance, with over 300+ visitors a month. As we move into the next year, we will continue to build on this momentum, expanding our activity-based wellbeing work, strengthening peer support, and developing more opportunities for people to feel understood and connected.

We continue to work closely with the NHS, Emergency Services, Crisis Teams and other local mental health providers, to make sure we are offering high-quality, joined up care to the people who use our service.

Thank you to everyone who has supported Safe Haven this year: staff, volunteers, partners, fundraisers, and the community we serve.

We look forward to the year ahead at 34 Market Street!

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Client Feedback

Here are a few of our “Daily Gratitude’s” that our participants anonymously write during their attendance at the service.

“Thank you all so much. I feel like for the first time in years, things are starting to make sense again.”

“Safe Haven is the only place I feel I can breathe. You lot have kept me going.”

“You make me feel safe and not dumb, thank you for listening to me.”

“If I didn’t have this place to come to when my head goes funny, I’d probably still be sat in bed avoiding the world.”

“You’ve supported me more in the past two months than services have in the past five years. I genuinely mean that.”

“Coming here gives me a break from all the stress. Without this place I’d have gone backwards, I know I would.”

“I didn’t think it was possible to feel proud of myself again. But when I come here you show me I am actually getting somewhere.”

“Thanks for being patient with me. My brain gets muddled but you always explain things in a way I can understand.”

“Even just talking to you guys for half an hour clears my mind more than anything else.”

Claire Griffiths Safe Haven Team Leader

Oliver Blakemen Safe Haven Recovery Worker

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Burton & District Mind CRM System

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The Development and Sustainability Team wanted to improve the way data was stored, and to make it easier to access when creating reports. After considering the options available, the Charity Log system was selected.

What is a CRM System and why do we need it?

In short a CRM system benefits a charity by centralising volunteer, staff and client data to improve relationships, streamline operations, and facilitate enhanced cross-departmental collaboration.

Some key benefits include personalised outreach, automated tasks like thank-you or reminder emails, and better tracking of attendance and payments for counselling or activity groups.

Ultimately a CRM allows charities to make more data-driven decisions and increase their overall impact, while storing data efficiently and securely.

Initial Development..

Development began in January 2025 after an introduction and basic training session in December 2024. Ongoing support has been provided regularly by the implementation team at Charity Log throughout the process.

Bearing in mind the small amount of time available, two days a week over 3 months, we have gone from starting to build the system, to having the ability to store staff and client data, including referrals and detailed session data. This was noted by the support team as one of the fastest implementations they had seen, visibly shocked when looking through the system during one of the regular training sessions.

Continued Progress…

At the end of March 2025 the system had started to be filled and records show 39 lowcost counselling clients and 133 private counselling clients entered into the system. We had also begun building systems for activity and peer support groups to collect attendance and feedback data, along with a detailed volunteer journey system that tracks from induction, through training and courses, to exiting the programme.

We plan to expand the systems capabilities to encompass our current and future needs, including integration with the Burton & District Mind website to streamline referrals directly into the CRM system.

Nathan King

CRM Data Administrator

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