DEVON PARTNERSHIP NHS TRUST SPECIAL CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 9 July 1996
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £43,000
Latest expenditure: £172,000
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: WONFORD HOUSE HOSPITAL, DRYDEN ROAD, EXETER, EX2 5AF

Website recorded by the regulator: JUSTGIVING.COM/DEVONPARTNERSHIP (displayed as text)

02 Activities

What the charity does

The trustees shall hold the trust fund upon trust to apply the income, and at their discretion, so far as may be permissible, the capital, for any charitable purpose or purposes relating to the National Health Service.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 10 October 2025
Date Accounts Received: 10 October 2025
Total Gross Income: £43,000
Total Gross Expenditure: £172,000

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 13 January 2025
Date Accounts Received: 13 January 2025
Total Gross Income: £116,000
Total Gross Expenditure: £207,000

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 10 January 2024
Date Accounts Received: 10 January 2024
Total Gross Income: £89,000
Total Gross Expenditure: £139,000

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 27 October 2022
Date Accounts Received: 27 October 2022
Total Gross Income: £748,000
Total Gross Expenditure: £159,000

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 14 July 2021
Date Accounts Received: 14 July 2021
Total Gross Income: £378,000
Total Gross Expenditure: £173,000

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 10 October 2025
Total Gross Income: £43,000
Total Gross Expenditure: £172,000
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 13 January 2025
Total Gross Income: £116,000
Total Gross Expenditure: £207,000
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 27 October 2022
Total Gross Income: £748,000
Total Gross Expenditure: £159,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: 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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 14 July 2021
Total Gross Income: £378,000
Total Gross Expenditure: £173,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: 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: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 27 October 2022
Income Donations And Legacies: 694000
Income Other Trading Activities: 0
Income Charitable Activities: 40000
Income Investments: 0
Income Other: 14000
Income Total Income And Endowments: 748000
Income Legacies: 682000
Income Endowments: 0
Expenditure Raising Funds: £54,000
Expenditure Charitable Expenditure: £105,000
Expenditure Other: 0
Expenditure Total: 159000
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 20000
Expenditure Support Costs: 75000
Expenditure Depreciation: 0
Gain Loss Investment: 14000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,182,000
Assets Total Liabilities: £24,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,158,000
Creditors One Year Total Current: 24000
Creditors Falling Due After One Year: 0
Assets Cash: £504,000
Funds Endowment: 0
Funds Unrestricted: 1140000
Funds Restricted: 18000
Funds Total: 1158000
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

08 Official extract

Charity Event History

Charity Name: DEVON PARTNERSHIP NHS TRUST SPECIAL CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1996-07-09T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SEE TRUST DEED OF LINKED CHARITY SUFFIX 04
Charitable Objects: SEE CONSTITUENT 04
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 246359
Charity Name Type: Previous name
Charity Name: DEVON PRIMARY CARE TRUST CHARITABLE FUND AND OTHER RELATED CHARITIES

Charity Name Id: 246363
Charity Name Type: Previous name
Charity Name: EAST DEVON PRIMARY CARE TRUST CHARITABLE FUND AND OTHER RELATED CHARITIES

Charity Name Id: 685648
Charity Name Type: Working name
Charity Name: Open Up

11 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Social media policy and procedures

Policy Name: Investment

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: Bullying and harassment policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures