01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 2 July 1999
- Removed
- Not supplied
- Financial period
- 1 April 2025 – 31 March 2026
- Latest income
- £557,689
- Latest expenditure
- £531,672
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 41 Heles Terrace, Plymouth, PL4 9LH
Website recorded by the regulator: https://www.plymouthcharitytrust.org.uk (displayed as text)
02 Activities
What the charity does
The Charity is set up to House the elderly over the age of retirement who are subsequently receiving Housing Benefit and live in the Plymouth area.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 31 January 2027
- Date Annual Return Received
- 29 September 2026
- Date Accounts Received
- 29 September 2026
- Total Gross Income
- £557,689
- Total Gross Expenditure
- £531,672
- 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
- 30 September 2025
- Date Accounts Received
- 30 September 2025
- Total Gross Income
- £559,350
- Total Gross Expenditure
- £409,502
- 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
- 24 September 2024
- Date Accounts Received
- 24 September 2024
- Total Gross Income
- £576,754
- Total Gross Expenditure
- £695,829
- 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
- 14 November 2023
- Date Accounts Received
- 14 November 2023
- Total Gross Income
- £544,117
- Total Gross Expenditure
- £567,556
- 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
- 12 October 2022
- Date Accounts Received
- 12 October 2022
- Total Gross Income
- £557,474
- Total Gross Expenditure
- £387,243
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 29 September 2026
- Total Gross Income
- £557,689
- Total Gross Expenditure
- £531,672
- Grant Making Is Main Activity
- No
- 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 110001 120000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 30 September 2025
- Total Gross Income
- £559,350
- Total Gross Expenditure
- £409,502
- 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 90001 100000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 24 September 2024
- Total Gross Income
- £576,754
- Total Gross Expenditure
- £695,829
- 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
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 14 November 2023
- Total Gross Income
- £544,117
- Total Gross Expenditure
- £567,556
- 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 80001 90000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 12 October 2022
- Total Gross Income
- £557,474
- Total Gross Expenditure
- £387,243
- Charity Raises Funds From Public
- 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
- Yes
- Count Salary Band 60001 70000
- 0
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 0
- Count Salary Band 90001 100000
- 0
- Count Salary Band 100001 110000
- 0
- Count Salary Band 110001 120000
- 0
- Count Salary Band 120001 130000
- 0
- Count Salary Band 130001 140000
- 0
- Count Salary Band 140001 150000
- 0
- Count Salary Band 150001 200000
- 0
- Count Salary Band 200001 250000
- 0
- Count Salary Band 250001 300000
- 0
- Count Salary Band 300001 350000
- 0
- Count Salary Band 350001 400000
- 0
- Count Salary Band 400001 450000
- 0
- Count Salary Band 450001 500000
- 0
- Count Salary Band Over 500000
- 0
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 29 September 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 526499
- Income Investments
- 31190
- Income Other
- 0
- Income Total Income And Endowments
- 557689
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £527,651
- Expenditure Other
- 0
- Expenditure Total
- 527651
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 139283
- Expenditure Depreciation
- 34397
- Gain Loss Investment
- 140164
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £34,149
- Assets Total Fixed
- 5105585
- Assets Own Use
- 3500544
- Assets Long Term Investment
- 1605041
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £526,553
- Assets Total Liabilities
- £1,492,766
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,139,372
- Creditors One Year Total Current
- 43848
- Creditors Falling Due After One Year
- 1448918
- Assets Cash
- £485,060
- Funds Endowment
- 0
- Funds Unrestricted
- 4139372
- Funds Restricted
- 0
- Funds Total
- 4139372
- Count Employees
- 3
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 30 September 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 510170
- Income Investments
- 49180
- Income Other
- 0
- Income Total Income And Endowments
- 559350
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £409,502
- Expenditure Other
- 0
- Expenditure Total
- 409502
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 86278
- Expenditure Depreciation
- 34397
- Gain Loss Investment
- 26129
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,009,897
- Assets Total Fixed
- 4764853
- Assets Own Use
- 3312212
- Assets Long Term Investment
- 1452641
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £599,804
- Assets Total Liabilities
- £1,391,466
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,973,191
- Creditors One Year Total Current
- 42548
- Creditors Falling Due After One Year
- 1348918
- Assets Cash
- £547,993
- Funds Endowment
- 0
- Funds Unrestricted
- 3973191
- Funds Restricted
- 0
- Funds Total
- 3973191
- Count Employees
- 3
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 24 September 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 527007
- Income Investments
- 49747
- Income Other
- 0
- Income Total Income And Endowments
- 576754
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £695,829
- Expenditure Other
- 0
- Expenditure Total
- 695829
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 87879
- Expenditure Depreciation
- 19695
- Gain Loss Investment
- 65154
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 4674706
- Assets Own Use
- 3273406
- Assets Long Term Investment
- 1401300
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £581,309
- Assets Total Liabilities
- £1,458,801
- Assets Current Investment
- 480282
- Assets Total Assets And Liabilities
- £3,797,214
- Creditors One Year Total Current
- 109883
- Creditors Falling Due After One Year
- 1348918
- Assets Cash
- £57,049
- Funds Endowment
- 0
- Funds Unrestricted
- 3797214
- Funds Restricted
- 0
- Funds Total
- 3797214
- Count Employees
- 3
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 14 November 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 508369
- Income Investments
- 35748
- Income Other
- 0
- Income Total Income And Endowments
- 544117
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £567,556
- Expenditure Other
- 0
- Expenditure Total
- 567556
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 199196
- Expenditure Depreciation
- 41438
- Gain Loss Investment
- -101242
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,851,135
- Assets Total Fixed
- 4562011
- Assets Own Use
- 3250785
- Assets Long Term Investment
- 1311226
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £711,322
- Assets Total Liabilities
- £1,422,198
- Assets Current Investment
- 60000
- Assets Total Assets And Liabilities
- £3,851,135
- Creditors One Year Total Current
- 73280
- Creditors Falling Due After One Year
- 1348918
- Assets Cash
- £74,693
- Funds Endowment
- 0
- Funds Unrestricted
- 3851135
- Funds Restricted
- 0
- Funds Total
- 3851135
- Count Employees
- 3
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 12 October 2022
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 532337
- Income Investments
- 25137
- Income Other
- 0
- Income Total Income And Endowments
- 557474
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £387,243
- Expenditure Other
- 0
- Expenditure Total
- 387243
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 131143
- Expenditure Depreciation
- 36340
- Gain Loss Investment
- 23479
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £177,434
- Assets Total Fixed
- 4399900
- Assets Own Use
- 3005776
- Assets Long Term Investment
- 1394124
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £951,826
- Assets Total Liabilities
- £1,375,910
- Assets Current Investment
- 747400
- Assets Total Assets And Liabilities
- £3,975,816
- Creditors One Year Total Current
- 26992
- Creditors Falling Due After One Year
- 1348918
- Assets Cash
- £168,949
- Funds Endowment
- 0
- Funds Unrestricted
- 3975816
- Funds Restricted
- 0
- Funds Total
- 3975816
- Count Employees
- 3
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Plymouth City
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
08 Official extract
Charity Event History
- Charity Name
- PLYMOUTH CHARITY TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1999-07-02T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- SCHEME OF THE CHARITY COMMISSIONERS DATED 11 JUNE 1999 AS AMENDED BY RESOLUTION DATED 12 DECEMBER 2000 AND 3 MARCH 2010 as amended on 07 Jun 2019 as amended on 19 May 2021 as amended on 14 Jan 2022
- Charitable Objects
- 1) THE PROVISION OF HOUSING ACCOMMODATION FOR PERSONS OF GOOD CHARACTER RESIDENT IN THE CITY OF PLYMOUTH WHO ARE IN NEED; AND 2) THE RELIEF OF PERSONS RESIDENT IN CITY OF PLYMOUTH WHO ARE IN NEED, HARDSHIP OR DISTRESS
- Area Of Benefit
- CITY OF PLYMOUTH
10 Official extract
Charity Other Regulators
- Regulator Order
- 2
- Regulator Name
- Homes England
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
11 Official extract
Charity Policy
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Risk management
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Investment
- Policy Name
- Conflicting interests
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries