IAT Charlty Annual R•port 202312024
CHARITY
Annual Report
01 April 2023 . 31st March 2024
**MAT Charity Annual Report 2023/2024**
## **Contents**
|Chairman Foreword|Page 1|
|---|---|
|Report of the Trustees|Page 2|
|Report of the Trustees cont’d|Page 3|
|Mission|Page 3|
|Values|Page 3|
|Geographical Scope|Page 3|
|Programs|Page 4|
|Public Benefit|Page 4|
|Risk Management|Page 5|
|Serious Incidents|Page 5|
|Environmental Sustainability Policy|Page 5|
|Volunteer Help|Page 5|
|Gifts in Kind|Page 6|
|Reserves|Page 6|
|Partners|Page 6|
|Financial Position|Page 7|
|Trustee Declaration|Page 7|
**MAT Charity Annual Report 2023/2024**
## **Chairman Forward**
I am delighted to introduce the MAT CHARITY annual report of the board of trustees. As you will see, we have made this year about laying down a strong foundation for supporting those who need our services.
We have taken stock of our strategy, mission and values and developed these further with our young people to make sure MAT CHARITY delivers on its original ethos of being a truly person centred institution.
Our flagship programme has been MAT CHARITY ‘Cuppa & Chat’ is still taking the lead in our services. With the high profile of ‘Mental Health’ we are committed to continuing to provide a safe and secure environment for those we continue to support.
We continue to develop our programmes with and for those suffering with their mental wellbeing. They remain our most important stakeholder and we are committed to allowing every opportunity for service users to shape the future of the charity.
I would like to offer my heartfelt thanks to all who contributed in so many ways to making the past year so successful. To our senior management team, old and new, for their support, advice and guidance; to our trustees, volunteers for giving us their time and expertise; to the staff of MAT CHARITY for their hard work and determination; to our loyal and dedicated volunteers who are such a valuable part of our team; to our supporters and fundraisers from all over the globe who once again have shown how much they care with their unstinting support and their incredible achievements.
I hope that like me you will be inspired by our plans to help those suffering with their mental wellbeing realise their ambition, contribute to society in a meaningful way - and want to be a part of our story.
For, and on behalf, of the board of Trustees,
## **Michael Carroll-Owen / Co-Chair**
**MAT Charity Annual Report 2023/2024**
## **Report of the Trustees**
## **For the year ended 31 March 2024**
The trustees of the MAT CHARITY present their annual report and accounts for the year ended 31 March 2024 and confirm they comply with the requirements of the Charities Act 2011, the trust deed and the Charities SORP (FRS 102).
## **Charity Number:**
1197725
**Constitution / Structure Type:**
Charitable Incorporated Organisation (CIO)
## **Start of Financial Year**
1 April 2023
**End of Financial Year:**
31 March 2024
**Trustees at 24 January 2023:**
Mr Michael Carroll-Owen (Co-Chair) Mr Andrew Rhodes Mrs Susan Nortcliff (Co-Chair) Ms Hannah Jackson
## **Trustee Selection Method**
Elected by Trustees
## **Organisational Management**
The trustees determine the general policy of the charity.
## **Registered Address:**
## MAT CHARITY
39 Windsor Cresent Little Houghton Barnsley South Yorkshire S72 0HF
## **Date of Incorporation:**
31 January 2022
## **Governing Document:**
Memorandum and Articles of Association
## **Bankers:**
Natwest
Bank Street Mexborough S64 9QE
## **Independent Examiner:**
Not required as per Charity Commission guidelines due to low-income level in this reporting period.
**MAT Charity Annual Report 2023/2024**
## **Report of the Trustees cont’d**
## **For the year ended 31 March 2024**
The trustees and directors present their report and accounts for the year ended 31 March 2024.
Objectives and how they are achieved:
## **Vision**
A world where every person can access support for their Mental Wellbeing in a way that they wish and starting where they feel most comfortable
## **Mission**
To prepare people for life by ensuring they get the support, guidance and opportunities they need to succeed after Mental Health events.
## **Values**
Our core values are driven by the following factors:
MAT CHARITY supports all people, through the promotion of health & wellbeing.
Ensuring people have access to a support service when they face a Mental Health event by providing a support service i.e. informal group counselling and a safe space that is easy for them to access in their time of need and challenging perception by doing research.
.
## **Geographic Scope**
Our delivery is primarily aimed at those aged 16+ and to facilitate services which aimed to ensure that we empower and involve Our programmes are largely based within the South Yorkshire as it stands.
## **Programs, Results of the Year and Achievements**
To date, this includes:
## MAT CHARITY
MAT CHARITY continues to focus on three core areas – mental health, education and homelessness. As a charity, we want to see these subjects integrated better in the United Kingdom’s mainstream Mental Health policy, building a strong foundation for future generations and; - enabling them to receive the best all-rounded holistic support. All three areas have been created as individual projects within MAT CHARITY, focusing on establishing a holistic support service that can cater for those who have been through Mental Wellbeing issues to have the independence and empowerment to be able to move forward
.
**MAT Charity Annual Report 2023/2024**
## **Public Benefit**
Throughout 2023/24 the MAT CHARITY supported those suffering with their mental wellbeing from all walks of life.
The charity provides those suffering with their mental wellbeing a platform to openly talk about their issues in a closed Safe Environment through the means of a helpline and further support services. MAT CHARITY has a special focus on working with men & boys due to the lack of support services there are available for them in this area of work, but the charity is for both genders to be able to access.
## **Risk Management**
The trustees are responsible for the overseeing of the risks faced by the charity. Detailed considerations of risk are delegated to the Senior Management of the charity. Risks are identified, assessed and controls established throughout the year. A formal review of the charity’s risk management processes is undertaken on an annual basis.
The main risks that the trustees have identified and the plans to manage those risks are:
## Reputation
The charity’s success is built on its reputation for the well-being of our volunteers and staff. We manage this risk through safeguarding policies, staff recruitment policies and active identification and resolution of health and safety related issues through undertaking strict risk management assessments for each activity the charity undertakes.
## Money
Our ability to continue is reliant on public donations, corporate support and grant programs. This risk is managing by marketing activity, having a reputation for worldwide excellence and cash-flow management.
## Programs and Activities
The charity’s programs require the most able volunteers and staff to facilitate our activities to benefit the public with optimum excellence. We manage this risk by combining attractive benefits and recruiting a diverse workforce to make our charity the most inclusive organisation to work for. Our all volunteers and staff undergo initial training and Continual Professional Development (CPD).
Through the risk management processes established for the charity, the trustees are satisfied that the major risks identified have been adequately mitigated where necessary. It is recognised that systems can only provide reasonable but not absolute assurance that major risks have been adequately managed.
**MAT Charity Annual Report 2023/2024**
## **Serious Incidents**
No serious incidents were reported.
## **Environmental Sustainability Policy**
The MAT CHARITY commits itself to minimising its impact on our environment through
Providing a safe and healthful workplace;
- Having an environmentally sustainable aware culture, where responsibility is assigned and understood;
Being an environmentally responsible neighbour in our community; Conserving natural resources by reusing and recycling;
Using, in our own operations, processes that do not adversely affect the environment;
Ensuring the responsible use of energy throughout the organisation; Participating in efforts to improve environmental protection and understanding; Taking steps to improve environmental performance continually; Conducting rigorous audits, evaluations, and self-assessments of the implementation of this policy;
Working with suppliers who promote sound environmental practices; and
Enhancing awareness among our employees, volunteers, and users – educating and motivating them to act in an environmentally responsible manner.
## **Volunteer Help**
## 25 Volunteers
_as of 31 March 2023_
List of volunteer positions at the MAT CHARITY:
Public Relations Team Member (x1) Designated Safeguarding Lead (x3) Social Media Manager (x2) Communications Team Member (x1) Community Team Members (x15) HR Team Member (x1) IT Team Members (x2)
**MAT Charity Annual Report 2023/2024**
## **Gifts in Kind**
The MAT CHARITY received ‘Gifts in Kind’ throughout 2023/24. These are listed below:
## Advertising credits from online search engine
This enables the MAT CHARITY the opportunity to grow further via online platforms such as Facebook, Twitter and via search engines such as Google.
Venues for events
Website hosting (Free)
The website is a key platform for the charity. Keeping costs down for this is important to the charity as it allows the money we receive to be put elsewhere, to better use for i.e. our programs. Mexborough Hosting have collaborated with the MAT CHARITY to help us keep our website operation costs down.
Email & Communications System
Numerous UK based companies have offered their support with the MAT CHARITY to keep communications costs down for i.e. telephony (3CX & Twilio) and email (Microsoft for Charities and Google for non-profits).
## **Reserves**
MAT CHARITY has not maintained any reserves this financial year. The trustees felt all efforts and funds should go on developing the foundations of the organisation. Implementation of reserves will take place 24/25
## **Partners**
## 5 Partners
_as of 31 March 2024_
List of MAT CHARITY partners:
Charity Hosting (Website and Online Partner) Microsoft Charities (Email Partner) 3CX (Technology Partner) Twilio (Technology Partner) Google for charities (Website and Online Partner)
**MAT Charity Annual Report 2023/2024**
## **Financial position**
The financial statements show incoming receipts and payments for the year. The principal source of income was from:
Online Donations
The Trustees are continuing their strategy of deploying all net incoming resources to investing in the charitable purposes of the MAT CHARITY.
As a charity - the public, volunteers and staff have the assurance that all the income of the charity must be applied for charitable purposes. As a registered charity we qualify for tax exemption however the trustees are yet to file for this benefit with HMRC. This is something for charity is looking to fulfil in the coming year.
## **Declarations**
The trustees declare that they have approved the trustees’ report above
Signed on behalf of the charity’s trustees
Mr Michael Carroll-Owen Co-Chair & Trustee
## **Trustees’ annual report (including Directors’ report) for the period**
**From: 1[ST] April 2023**
**To: 31[st] March 2024**
## **Charity name: MAT Charity**
## **Charity registration number: 1197725**
## **Company number:**
## **Objectives and activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|1.TO RELIEVE THE MENTAL AND PHYSICAL
DISTRESS OF PEOPLE WHO HAVE SUFFERED
FROM MENTAL HEALTH ISSUES, IN PARTICULAR
BY PROVIDING A COUNSELLING SERVICE,
SUPPORT GROUPS & HELPLINE SERVICES. 2. TO
RELIEVE THE MENTAL DISTRESS OF PEOPLE
SUPPORTING AND/OR CARING FOR ADULTS OR
CHILDREN WHO HAVE BEEN AFFECTED BY
MENTAL HEALTH ISSUES OR THE LOSS OF
FAMILY OR FRIENDS DUE TO MENTAL HEALTH
ISSUES, IN PARTICULAR BY PROVIDING
COUNSELLING, GROUPWORK AND
INFORMATION. 3. TO ADVANCE THE EDUCATION
OF THE PUBLIC, BY RAISING AWARENESS, AND
PROMOTING AND/OR CONDUCTING EDUCATION
AND RESEARCH AROUND THE ISSUES OF
MEANTAL HEALTH & SUICIDE PREVENTION AND
TO MAKE AVAILBLE TO THE PUBLIC SUCH
USEFUL RESULTS.|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|1.TO RELIEVE THE MENTAL AND PHYSICAL
DISTRESS OF PEOPLE WHO HAVE SUFFERED
FROM MENTAL HEALTH ISSUES, IN PARTICULAR
BY PROVIDING A COUNSELLING SERVICE,
SUPPORT GROUPS & HELPLINE SERVICES. 2. TO
RELIEVE THE MENTAL DISTRESS OF PEOPLE
SUPPORTING AND/OR CARING FOR ADULTS OR
CHILDREN WHO HAVE BEEN AFFECTED BY
MENTAL HEALTH ISSUES OR THE LOSS OF
FAMILY OR FRIENDS DUE TO MENTAL HEALTH
ISSUES, IN PARTICULAR BY PROVIDING
COUNSELLING, GROUPWORK AND
INFORMATION. 3. TO ADVANCE THE EDUCATION
OF THE PUBLIC, BY RAISING AWARENESS, AND
PROMOTING AND/OR CONDUCTING EDUCATION
AND RESEARCH AROUND THE ISSUES OF
MEANTAL HEALTH & SUICIDE PREVENTION AND|
|||TO MAKE AVAILBLE TO THE PUBLIC SUCH
USEFUL RESULTS.|
|---|---|---|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|We understand and have read the guidance on
public benefit|
## **Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference Not Applicable Para 1.38 Policy on grant making Not Applicable Para 1.38 Policy on social investment including program related investment **25 volunteers = 5hrs pw = 6000hrs per year** Para 1.38 Contribution made by volunteers Other
## **Achievements and performance**
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|We were fundraised over £5000 on our launch
event.
We opened our first safe space
During 23-24 we have supported over 360
people who have attended our ‘Cuppa and Chat’
sessions.
Participated in the warm places scheme £15,000
grant provided to support with food, personal
items and warm place to relax through the
winter.|
|---|---|---|
**Additional information (optional)** You may choose to include further statements where relevant about:
Para 1.41 Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Para 1.41 Investment performance against objectives Other
## **Financial review**
|Review of the charity’s
financial position at the end
of the period|Para 1.21|Income of the charity has been £15000 this has
accounting period because of two issues in
particularly:
Grant giving charities have tightened their
funding guidance.
More charities are applyingfor the samepots of|
|---|---|---|
|||funding making it harder to get a positive
outcome from applications.|
|---|---|---|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|We have no reserves due to low level funding|
|Amount of reserves held|Para 1.22||
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24|Not Applicable|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|We don’t see that we have any ongoing
concerns whilst we haven’t been granted
funding due to the voluntary time we have from
volunteers and the lack ofphysical overheads.|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
Para 1.47 The charity’s principal sources of funds (including any fundraising) Para 1.46 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Other
## **Structure, governance and management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document:
for example,trust deed,
memorandum and articles of
association etc|Para 1.25|CIO Constitution|
|How is the charity
constituted?
for example limited company,
unincorporated association,
CIO|Para 1.25|CIO - Foundation|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|We recruit applicants based on the need for
their expertise within specific areas and then
elect to the trustee board at the Annual General
Meeting|
|---|---|---|
||||
## **Additional information (optional)** You may choose to include further statements where relevant about:
|Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|Training package provided by Small Charity
Commission including:
Safeguarding of Vulnerable People
GDPR
Safer Recruitment
Financial Responsibilities of Trustees
Trustees Role & Responsibilities
CIO Constitution
DBS Checks
Skills| Qualifications||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51|No Applicable|
|Other|||
## **Reference and administrative details**
|Charityname|MAT CHARITY|
|---|---|
|Other name the charityuses||
|Registered charitynumber|1197725|
|Charity’sprincipal address|39 Windsor Cresent,Little Houghton,Barnsley,S72 0HF|
## **Names of the charity trustees who manage the charity**
|**Trustee name**
**Office (if any)**
**Dates acted if not for whole**
**year **
**Name of person (or body) entitled**
**to appoint trustee (ifany)**
1Michael Carroll-
Owen
2 Susan Nortcliff
3 Hannah Jackson
4 Andrew Rhodes
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Corporate trustees–names of the directors at the date the report was approved
**Director name**|**Trustee name**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|---|
||Michael Carroll-
Owen|||||
||Susan Nortcliff|||||
||Hannah Jackson|||||
||Andrew Rhodes|||||
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|**Director name**||||||
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Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
|Description of the assets
held in this capacity|Not Applicable|
|---|---|
|Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|N/A|
|Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets|N/A|
## **Additional information (optional)**
## **Names and addresses of advisers (optional information)**
|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||
## **Name of chief executive or names of senior staff members (optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The company has taken advantage of the small companies’ exemption in preparing the report above.**
**The trustees declare that they have approved the trustees’ report (including directors’ report) above.**
**Signed on behalf of the charity’s trustees/directors**
**Signature(s) Full name(s)** Michael Carroll-Owen **Position (for example** Co-Chair **Secretary, Chair, etc) Date** 24/1/2025