The Mrs Smith And Mount Trust

Charity Number: 1009718

Annual Expenditure: £0.8M
Throughout London, Cambridgeshire, Essex, Hertfordshire, Kent, Norfolk, Suffolk, Surrey

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Quick Stats

  • Annual Giving: £777,988 (FY ending Jan 2024)
  • Success Rate: Not publicly disclosed
  • Decision Time: 6-8 weeks (decision within 2 weeks of trustees meeting)
  • Grant Range: £5,000 - £75,000 (up to £25,000 per year for 3 years)
  • Geographic Focus: Norfolk, Suffolk, Cambridgeshire, Hertfordshire, Essex, Kent, Surrey, and London

Contact Details

Website: www.mrssmithandmounttrust.org

Email: admin@mrssmithandmounttrust.org

Phone: 01285 841900

Charity Number: 1009718

Overview

The Mrs Smith & Mount Trust was founded before World War II by an anonymous wealthy American philanthropist who sought to “dispossess herself of all personal wealth” to benefit those in poverty in England. Originally two separate trusts (The Mrs Smith Fund and The Mount Trust), they merged in 1992 to form the current organization. With total expenditure of £777,988 in FY2023-24, the Trust makes grants to registered charities working with disadvantaged people across eight counties in England. The Trust underwent a strategic review in 2023, implementing new funding priorities from April 1, 2023, focusing on therapeutic interventions in mental health, homelessness, community youth services, and support for refugees and asylum seekers. The Trust takes a strategic approach to funding, emphasizing demonstrated efficacy and external validation of services.

Funding Priorities

Grant Programs

Small Grants: £5,000 maximum per year (one year only)

  • For registered charities with annual income up to £500,000
  • Preference given to small, rural charities
  • Application method: Online portal via eligibility quiz
  • Trustees meet three times per year (March, July, November)

Large Grants: £15,000 - £25,000 per year (up to three years)

  • For registered charities with annual income up to £1,000,000
  • Focus on strategic development of services
  • Application method: Online portal via eligibility quiz
  • Trustees meet three times per year (March, July, November)

Applications close when sufficient proposals are received for each meeting, operating on a first-come-first-served basis within eligibility criteria.

Priority Areas (Effective April 1, 2023)

1. Therapeutic Interventions in Mental Health

  • Therapeutic family support programmes
  • Children's mental health services
  • Counselling services (only where free or very low cost to beneficiaries)

2. Homelessness

  • Advice services for homeless individuals and families
  • Therapy and counselling for those homeless or at risk
  • Prevention services

3. Community Youth Services

  • Advice, therapy, and counselling for individuals aged 24 and under
  • Youth development programmes

4. Refugee and Asylum Seekers

  • Advice services for refugees and asylum seekers
  • Therapy and counselling services
  • Family support

What They Fund

  • Project costs
  • General running costs/core funding
  • Salaries
  • Advice services
  • Counselling services
  • Organisational development
  • Refurbishments/alterations to meet legislative requirements (limited basis)

What They Don't Fund

  • Individuals (all funding via registered charities)
  • Capital projects and building costs (except necessary refurbishments)
  • Charities with income exceeding stated limits
  • Charities that have received small grants for six consecutive years
  • Charities that received a large grant in the last three years
  • Unregistered organizations

Governance and Leadership

Board of Trustees

Timothy Warren - Chair

Sean Shepley - Vice Chair

Christine McKenzie - Trustee

Serena Mullings - Trustee

The Trust maintains a policy that no trustees receive remuneration, payments, or benefits from the charity. The trustees meet three times annually to review applications and make funding decisions. The board oversees both The Mount Fund (the main funding programme) and The Mrs Smith Fund (block grants for hardship support).

Application Process & Timeline

How to Apply

  • For Small Grants:
  • Most recent signed annual report and financial statements (not draft accounts)
  • Budget for current financial year
  • Job description (if applying for salary funding)
  • For Large Grants:
  • Most recent signed annual report and financial statements (not draft accounts)
  • Budget for current financial year
  • Strategic or business plan

Important: Do not send additional information beyond what is requested, as it will be discarded. Draft accounts are not accepted.

Decision Timeline

  • Trustees Meetings: Three times per year in March, July, and November
  • Application Deadline: At least six weeks before the trustees meeting, or when sufficient applications are received
  • Notification Timeline:
  • Unsuccessful applicants: Notified by email within two weeks of trustees meeting
  • Successful applicants: Sent letter by email confirming grant offer and conditions
  • Total Process: Approximately 6-8 weeks from submission to decision

Success Rates

The Trust does not publicly disclose success rates or the number of applications received versus grants awarded. Applications close once sufficient proposals are received for each meeting, suggesting competitive demand.

Reapplication Policy

For Unsuccessful Applicants: The trustees expect to see “sufficient changes” before considering a reapplication. While there is no explicit waiting period stated, it is implied that applicants should wait at least one year and demonstrate meaningful changes to their project or approach.

Restrictions for Previous Grantees:

  • Small Grants: Charities that have received grants for six consecutive years cannot apply
  • Large Grants: Charities that received a large grant in the last three years (from the date of last payment) cannot apply

Important Note: It is the policy of trustees not to provide reasons for their funding decisions.

Application Success Factors

What the Trust Looks For

The trustees assess applications based on several key factors:

  1. Problem Statistics: Clear data demonstrating the need
  2. Structural/Economic/Social Context: Understanding of the broader environment
  3. Local Needs Assessment: Evidence of specific community needs
  4. Service Approach: Well-defined methodology and delivery model
  5. Demonstrated Efficacy: Evidence that the approach works
  6. External Validation: Third-party endorsement or evaluation of services

Examples of Funded Projects

  • Mental Health Resource: Awarded £5,000 for the Reachout Youth project providing mental health support sessions for young people
  • Renew Counselling and Training: Received funding for therapeutic services in Basildon

Strategic Guidance

  • Focus on Therapeutic Interventions: The 2023 criteria shift emphasizes therapeutic, advice, and counselling services over general support
  • Geographic Specificity: Ensure all beneficiaries are located within the eight eligible counties
  • Evidence-Based Approaches: Strong emphasis on demonstrated efficacy and external validation
  • Service Accessibility: For counselling services, demonstrate that services are free or very low cost to beneficiaries
  • Strategic Development: Large grants favor applications showing strategic service development rather than simple continuation

Tips for Standing Out

  1. Complete the Eligibility Quiz Thoroughly: This determines whether you can access the application form
  2. Provide Clean Financial Statements: Only signed, final accounts are accepted—no draft documents
  3. Demonstrate Impact: Strong evidence of efficacy and external validation
  4. Show Strategic Thinking: Particularly for large grants, articulate how funding enables strategic development
  5. Be Concise: Do not send additional materials beyond what is requested
  6. Target the Right Programme: Small charities (especially rural) should consider small grants; larger strategic initiatives suit large grants
  7. Allow Sufficient Changes: If reapplying after rejection, ensure meaningful changes to the project approach
  8. Apply Early: Applications close when sufficient proposals are received, so don't delay

Common Pitfalls

  • Submitting draft accounts instead of signed financial statements
  • Sending additional information beyond what is requested
  • Applying too soon after an unsuccessful application without sufficient changes
  • Proposing capital projects rather than service delivery
  • Beneficiaries located outside the eight eligible counties

Key Takeaways for Grant Writers

  • Geographic Precision: Absolutely essential that beneficiaries are in Norfolk, Suffolk, Cambridgeshire, Hertfordshire, Essex, Kent, Surrey, or London—no exceptions
  • Therapeutic Focus: Since April 2023, the Trust prioritizes therapeutic interventions, advice, and counselling services over general support work
  • Evidence Matters: Applications must demonstrate efficacy through data and external validation—anecdotal evidence alone is insufficient
  • First-Come Advantage: Applications close when sufficient proposals are received for each meeting, so apply early in the cycle
  • Clean Documentation: Only submit signed, final financial accounts—draft documents will cause rejection
  • Strategic vs. Operational: Large grants favor strategic development; small grants can support operational needs
  • No Feedback on Rejections: The trustees do not provide reasons for decisions, so build a strong case upfront

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References