01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 30 October 2008
- Removed
- Not supplied
- Company number supplied
- 06669078
- Financial period
- 1 February 2025 – 31 January 2026
- Latest income
- £449,456
- Latest expenditure
- £412,576
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: South Warwickshire Plato Trust, 172 Emscote Road, Warwick, CV34 5QN
Website recorded by the regulator: www.platotrust.co.uk (displayed as text)
02 Activities
What the charity does
To provide accommodation for people with, or recovering from, mental health issues.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 February 2025
- Fin Period End Date
- 31 January 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 30 November 2026
- Date Annual Return Received
- 8 September 2026
- Date Accounts Received
- 8 September 2026
- Total Gross Income
- £449,456
- Total Gross Expenditure
- £412,576
- Fin Period Start Date
- 1 February 2024
- Fin Period End Date
- 31 January 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 November 2025
- Date Annual Return Received
- 2 July 2025
- Date Accounts Received
- 2 July 2025
- Total Gross Income
- £535,499
- Total Gross Expenditure
- £383,217
- Fin Period Start Date
- 1 February 2023
- Fin Period End Date
- 31 January 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 November 2024
- Date Annual Return Received
- 9 September 2024
- Date Accounts Received
- 9 September 2024
- Total Gross Income
- £412,240
- Total Gross Expenditure
- £380,252
- Fin Period Start Date
- 1 February 2022
- Fin Period End Date
- 31 January 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 November 2023
- Date Annual Return Received
- 21 November 2023
- Date Accounts Received
- 21 November 2023
- Total Gross Income
- £370,529
- Total Gross Expenditure
- £312,860
- Fin Period Start Date
- 1 February 2021
- Fin Period End Date
- 31 January 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 November 2022
- Date Annual Return Received
- 29 June 2022
- Date Accounts Received
- 29 June 2022
- Total Gross Income
- £361,253
- Total Gross Expenditure
- £292,560
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 February 2025
- Fin Period End Date
- 31 January 2026
- Ar Due Date
- 30 November 2026
- Ar Received Date
- 8 September 2026
- Total Gross Income
- £449,456
- Total Gross Expenditure
- £412,576
- 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
- Yes
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 February 2024
- Fin Period End Date
- 31 January 2025
- Ar Due Date
- 30 November 2025
- Ar Received Date
- 2 July 2025
- Total Gross Income
- £535,499
- Total Gross Expenditure
- £383,217
- 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
- 3
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 February 2023
- Fin Period End Date
- 31 January 2024
- Ar Due Date
- 30 November 2024
- Ar Received Date
- 9 September 2024
- Total Gross Income
- £412,240
- Total Gross Expenditure
- £380,252
- 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
- AR23
- Fin Period Start Date
- 1 February 2022
- Fin Period End Date
- 31 January 2023
- Ar Due Date
- 30 November 2023
- Ar Received Date
- 21 November 2023
- Total Gross Income
- £370,529
- Total Gross Expenditure
- £312,860
- 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
- 5
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 February 2021
- Fin Period End Date
- 31 January 2022
- Ar Due Date
- 30 November 2022
- Ar Received Date
- 29 June 2022
- Total Gross Income
- £361,253
- Total Gross Expenditure
- £292,560
- Charity Raises Funds From Public
- 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
- 2
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 February 2024
- Fin Period End Date
- 31 January 2025
- Ar Due Date
- 30 November 2025
- Ar Received Date
- 2 July 2025
- Income Donations And Legacies
- 45431
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 489915
- Income Investments
- 153
- Income Other
- 0
- Income Total Income And Endowments
- 535499
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £379,113
- Expenditure Other
- 4104
- Expenditure Total
- 383217
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,362,390
- Assets Total Fixed
- 1163913
- Assets Own Use
- 0
- Assets Long Term Investment
- 1163913
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £242,557
- Assets Total Liabilities
- £44,080
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,362,390
- Creditors One Year Total Current
- 26303
- Creditors Falling Due After One Year
- 17777
- Assets Cash
- £209,304
- Funds Endowment
- 0
- Funds Unrestricted
- 1362390
- Funds Restricted
- 0
- Funds Total
- 1362390
- Count Employees
- 2
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Warwickshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
08 Official extract
Charity Event History
- Charity Name
- Plato Trust
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2008-10-30T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 11 AUGUST 2008 as amended on 26 Jan 2026
- Charitable Objects
- TO PROVIDE OR ASSIST IN THE PROVISION OF HOMES AND FOR THE RELIEF OR REHABILITATION OF EX-PSYCHIATRIC PATIENTS AND OTHER PEOPLE SUFFERING FROM MENTAL DISTURBANCE WITHIN THE SOUTH WARWICKSHIRE DISTRICT OF [THE WARWICKSHIRE AREA HEALTH AUTHORITY AS DEFINED IN JUNE 1981]
- Area Of Benefit
- SOUTH WARWICKSHIRE DISTRICT
10 Official extract
Charity Other Names
- Charity Name Id
- 375199
- Charity Name Type
- Previous name
- Charity Name
- SOUTH WARWICKSHIRE PLATO TRUST
11 Official extract
Charity Policy
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Paying staff
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Risk management
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Conflicting interests
- Policy Name
- Investment
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Complaints policy and procedures