01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 12 April 2016
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £1,314,685
- Latest expenditure
- £1,537,718
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: The Green House, 244-254 Cambridge Heath Road, Bethnal Green, London, E2 9DA
Website recorded by the regulator: www.moneyandmentalhealth.org (displayed as text)
02 Activities
What the charity does
The Money and Mental Health Policy Institute exists to advance understanding of mental health, financial capability and the relationship between the two; to achieve this objective including through research, discussion, innovation and the design and testing of new approaches, and by disseminating the useful results of these endeavours.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 27 July 2026
- Date Accounts Received
- 27 July 2026
- Total Gross Income
- £1,314,685
- Total Gross Expenditure
- £1,537,718
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 28 July 2025
- Date Accounts Received
- 28 July 2025
- Total Gross Income
- £1,081,586
- Total Gross Expenditure
- £1,317,396
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 18 September 2024
- Date Accounts Received
- 18 September 2024
- Total Gross Income
- £2,011,319
- Total Gross Expenditure
- £1,074,359
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 13 June 2023
- Date Accounts Received
- 13 June 2023
- Total Gross Income
- £670,373
- Total Gross Expenditure
- £831,837
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 1 September 2022
- Date Accounts Received
- 1 September 2022
- Total Gross Income
- £833,025
- Total Gross Expenditure
- £721,590
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 27 July 2026
- Total Gross Income
- £1,314,685
- Total Gross Expenditure
- £1,537,718
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 70001 80000
- 2
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 5050
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 28 July 2025
- Total Gross Income
- £1,081,586
- Total Gross Expenditure
- £1,317,396
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 2
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 4982
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 18 September 2024
- Total Gross Income
- £2,011,319
- Total Gross Expenditure
- £1,074,359
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 2
- Count Volunteers
- 4522
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 13 June 2023
- Total Gross Income
- £670,373
- Total Gross Expenditure
- £831,837
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 4834
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 1 September 2022
- Total Gross Income
- £833,025
- Total Gross Expenditure
- £721,590
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 3185
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 27 July 2026
- Income Donations And Legacies
- 513970
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 741458
- Income Investments
- 59257
- Income Other
- 0
- Income Total Income And Endowments
- 1314685
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £28,608
- Expenditure Charitable Expenditure
- £1,509,110
- Expenditure Other
- 0
- Expenditure Total
- 1537718
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 13043
- Expenditure Support Costs
- 293046
- Expenditure Depreciation
- 7737
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £596,601
- Assets Total Fixed
- 11878
- Assets Own Use
- 11878
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,448,167
- Assets Total Liabilities
- £362,792
- Assets Current Investment
- 886621
- Assets Total Assets And Liabilities
- £1,097,253
- Creditors One Year Total Current
- 362792
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £453,941
- Funds Endowment
- 0
- Funds Unrestricted
- 608479
- Funds Restricted
- 488774
- Funds Total
- 1097253
- Count Employees
- 23
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 28 July 2025
- Income Donations And Legacies
- 470138
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 545504
- Income Investments
- 65685
- Income Other
- 259
- Income Total Income And Endowments
- 1081586
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £50,816
- Expenditure Charitable Expenditure
- £1,266,580
- Expenditure Other
- 0
- Expenditure Total
- 1317396
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 14576
- Expenditure Support Costs
- 176193
- Expenditure Depreciation
- 5704
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £563,692
- Assets Total Fixed
- 10877
- Assets Own Use
- 10877
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,787,558
- Assets Total Liabilities
- £478,149
- Assets Current Investment
- 954383
- Assets Total Assets And Liabilities
- £1,320,286
- Creditors One Year Total Current
- 478149
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £636,185
- Funds Endowment
- 0
- Funds Unrestricted
- 563692
- Funds Restricted
- 756594
- Funds Total
- 1320286
- Count Employees
- 21
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 18 September 2024
- Income Donations And Legacies
- 1356586
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 624085
- Income Investments
- 30471
- Income Other
- 177
- Income Total Income And Endowments
- 2011319
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £39,133
- Expenditure Charitable Expenditure
- £1,035,226
- Expenditure Other
- 0
- Expenditure Total
- 1074359
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 4480
- Expenditure Support Costs
- 151603
- Expenditure Depreciation
- 4066
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £697,214
- Assets Total Fixed
- 8420
- Assets Own Use
- 8420
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,711,332
- Assets Total Liabilities
- £163,656
- Assets Current Investment
- 1029854
- Assets Total Assets And Liabilities
- £1,556,096
- Creditors One Year Total Current
- 163656
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £437,018
- Funds Endowment
- 0
- Funds Unrestricted
- 697214
- Funds Restricted
- 858882
- Funds Total
- 1556096
- Count Employees
- 18
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 13 June 2023
- Income Donations And Legacies
- 498725
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 164157
- Income Investments
- 7491
- Income Other
- 0
- Income Total Income And Endowments
- 670373
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £831,837
- Expenditure Other
- 0
- Expenditure Total
- 831837
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 15600
- Expenditure Support Costs
- 119452
- Expenditure Depreciation
- 3690
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £619,136
- Assets Total Fixed
- 6017
- Assets Own Use
- 6017
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £678,435
- Assets Total Liabilities
- £65,316
- Assets Current Investment
- 433188
- Assets Total Assets And Liabilities
- £619,136
- Creditors One Year Total Current
- 65316
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £154,551
- Funds Endowment
- 0
- Funds Unrestricted
- 619136
- Funds Restricted
- 0
- Funds Total
- 619136
- Count Employees
- 14
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 1 September 2022
- Income Donations And Legacies
- 590165
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 238203
- Income Investments
- 4657
- Income Other
- 0
- Income Total Income And Endowments
- 833025
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £721,590
- Expenditure Other
- 0
- Expenditure Total
- 721590
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 6972
- Expenditure Support Costs
- 112245
- Expenditure Depreciation
- 2712
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £780,600
- Assets Total Fixed
- 5456
- Assets Own Use
- 5456
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £843,499
- Assets Total Liabilities
- £68,355
- Assets Current Investment
- 427939
- Assets Total Assets And Liabilities
- £780,600
- Creditors One Year Total Current
- 68355
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £372,293
- Funds Endowment
- 0
- Funds Unrestricted
- 780600
- Funds Restricted
- 0
- Funds Total
- 780600
- Count Employees
- 12
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Northern Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
08 Official extract
Charity Event History
- Charity Name
- MONEY AND MENTAL HEALTH POLICY INSTITUTE
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2016-04-12T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - Foundation Registered 12 Apr 2016 as amended on 17 Dec 2021 as amended on 05 Apr 2022
- Charitable Objects
- The objects of the Charity are, for the public benefit: (a) to advance understanding of mental health, financial difficulties and capability and the relationship between the two; (b) to improve the lives of people with mental health problems, particularly in relation to their financial experiences, and (c) to promote the preservation of good mental health, with a particular focus on the impact of people’s financial experiences, including by carrying out research, facilitating discussion, designing and testing new approaches and disseminating the useful results of these endeavours.
10 Official extract
Charity Policy
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Conflicting interests
- Policy Name
- Volunteer management
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Investment
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Risk management
- Policy Name
- Complaints handling
- Policy Name
- Social media policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Engaging external speakers at charity events policy and procedures