CCEW Charity Commission profile

PEC TRUST

Registered charity 1183711 · organisation 5130445

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
4 June 2019
Removed
Not supplied
Company number supplied
11569012
Financial period
1 July 2025 – 30 June 2026
Latest income
£2,545,850
Latest expenditure
£2,270,904
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: OFFICE 37 GENESIS BUILDING, 235 UNION STREET, PLYMOUTH, PL1 3HN

Website recorded by the regulator: www.plymouthenergycommunity.com (displayed as text)

02 Activities

What the charity does

PEC Trust provides expertise, educational resources and support services to empower people to heat and power their homes affordably, at the same time increasing community confidence to engage in energy issues and to reduce greenhouse gases. These activities will benefit the fuel poor and those most vulnerable. The activities involve one to one and groups and active engagement with stakeholders.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 July 2025
Fin Period End Date
30 June 2026
Ar Cycle Reference
AR26
Reporting Due Date
30 April 2027
Date Annual Return Received
3 November 2026
Date Accounts Received
3 November 2026
Total Gross Income
£2,545,850
Total Gross Expenditure
£2,270,904
Fin Period Start Date
1 July 2024
Fin Period End Date
30 June 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 April 2026
Date Annual Return Received
30 October 2025
Date Accounts Received
30 October 2025
Total Gross Income
£3,060,940
Total Gross Expenditure
£2,451,684
Fin Period Start Date
1 July 2023
Fin Period End Date
30 June 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 April 2025
Date Annual Return Received
15 November 2024
Date Accounts Received
15 November 2024
Total Gross Income
£2,416,174
Total Gross Expenditure
£2,302,686
Fin Period Start Date
1 July 2022
Fin Period End Date
30 June 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 April 2024
Date Annual Return Received
20 December 2023
Date Accounts Received
20 December 2023
Total Gross Income
£1,905,028
Total Gross Expenditure
£1,790,735
Fin Period Start Date
1 July 2021
Fin Period End Date
30 June 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 April 2023
Date Annual Return Received
11 May 2023
Date Accounts Received
11 May 2023
Total Gross Income
£2,084,833
Total Gross Expenditure
£1,518,229

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 July 2025
Fin Period End Date
30 June 2026
Ar Due Date
30 April 2027
Ar Received Date
3 November 2026
Total Gross Income
£2,545,850
Total Gross Expenditure
£2,270,904
Grant Making Is Main Activity
No
Count Govt Grants
£3
Income From Government Grants
£678,481
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
2
Ar Cycle Reference
AR25
Fin Period Start Date
1 July 2024
Fin Period End Date
30 June 2025
Ar Due Date
30 April 2026
Ar Received Date
30 October 2025
Total Gross Income
£3,060,940
Total Gross Expenditure
£2,451,684
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£3
Income From Government Grants
£1,445,438
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
3
Ar Cycle Reference
AR24
Fin Period Start Date
1 July 2023
Fin Period End Date
30 June 2024
Ar Due Date
30 April 2025
Ar Received Date
15 November 2024
Total Gross Income
£2,416,174
Total Gross Expenditure
£2,302,686
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£4
Income From Government Grants
£1,436,468
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
20
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR23
Fin Period Start Date
1 July 2022
Fin Period End Date
30 June 2023
Ar Due Date
30 April 2024
Ar Received Date
20 December 2023
Total Gross Income
£1,905,028
Total Gross Expenditure
£1,790,735
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£5
Income From Government Grants
£906,339
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
10
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR22
Fin Period Start Date
1 July 2021
Fin Period End Date
30 June 2022
Ar Due Date
30 April 2023
Ar Received Date
11 May 2023
Total Gross Income
£2,084,833
Total Gross Expenditure
£1,518,229
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
6
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£15
Income From Government Contracts
200905
Income From Government Grants
£1,883,928
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
15

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 July 2025
Fin Period End Date
30 June 2026
Ar Due Date
30 April 2027
Ar Received Date
3 November 2026
Income Donations And Legacies
274816
Income Other Trading Activities
0
Income Charitable Activities
2249497
Income Investments
21537
Income Other
0
Income Total Income And Endowments
2545850
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,071,907
Expenditure Other
198997
Expenditure Total
2270904
Expenditure Investment Management
0
Expenditure Grants Institution
5450
Expenditure Governance
20354
Expenditure Support Costs
219351
Expenditure Depreciation
17494
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£400,824
Assets Total Fixed
50437
Assets Own Use
50437
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,198,694
Assets Total Liabilities
£148,065
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,101,066
Creditors One Year Total Current
146626
Creditors Falling Due After One Year
1439
Assets Cash
£1,531,768
Funds Endowment
0
Funds Unrestricted
1071161
Funds Restricted
1029905
Funds Total
2101066
Count Employees
50
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR25
Fin Period Start Date
1 July 2024
Fin Period End Date
30 June 2025
Ar Due Date
30 April 2026
Ar Received Date
30 October 2025
Income Donations And Legacies
631758
Income Other Trading Activities
0
Income Charitable Activities
2416896
Income Investments
12286
Income Other
0
Income Total Income And Endowments
3060940
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,490
Expenditure Charitable Expenditure
£2,270,988
Expenditure Other
179206
Expenditure Total
2451684
Expenditure Investment Management
0
Expenditure Grants Institution
33922
Expenditure Governance
21588
Expenditure Support Costs
179206
Expenditure Depreciation
11992
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£363,894
Assets Total Fixed
54542
Assets Own Use
54542
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,152,024
Assets Total Liabilities
£380,446
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,826,120
Creditors One Year Total Current
380446
Creditors Falling Due After One Year
0
Assets Cash
£1,899,870
Funds Endowment
0
Funds Unrestricted
963894
Funds Restricted
862226
Funds Total
1826120
Count Employees
44
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR24
Fin Period Start Date
1 July 2023
Fin Period End Date
30 June 2024
Ar Due Date
30 April 2025
Ar Received Date
15 November 2024
Income Donations And Legacies
136080
Income Other Trading Activities
0
Income Charitable Activities
2271345
Income Investments
8749
Income Other
0
Income Total Income And Endowments
2416174
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,193
Expenditure Charitable Expenditure
£2,301,493
Expenditure Other
0
Expenditure Total
2302686
Expenditure Investment Management
0
Expenditure Grants Institution
28999
Expenditure Governance
142499
Expenditure Support Costs
1193
Expenditure Depreciation
7273
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£522,208
Assets Total Fixed
14285
Assets Own Use
14285
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,691,141
Assets Total Liabilities
£488,562
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,216,864
Creditors One Year Total Current
488562
Creditors Falling Due After One Year
0
Assets Cash
£1,082,382
Funds Endowment
0
Funds Unrestricted
998719
Funds Restricted
218145
Funds Total
1216864
Count Employees
41
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR23
Fin Period Start Date
1 July 2022
Fin Period End Date
30 June 2023
Ar Due Date
30 April 2024
Ar Received Date
20 December 2023
Income Donations And Legacies
58620
Income Other Trading Activities
0
Income Charitable Activities
1845653
Income Investments
755
Income Other
0
Income Total Income And Endowments
1905028
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,164
Expenditure Charitable Expenditure
£1,789,571
Expenditure Other
0
Expenditure Total
1790735
Expenditure Investment Management
0
Expenditure Grants Institution
147250
Expenditure Governance
0
Expenditure Support Costs
130874
Expenditure Depreciation
4512
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£639,996
Assets Total Fixed
10880
Assets Own Use
10879
Assets Long Term Investment
1
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,208,963
Assets Total Liabilities
£115,537
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,104,306
Creditors One Year Total Current
115537
Creditors Falling Due After One Year
0
Assets Cash
£833,271
Funds Endowment
0
Funds Unrestricted
639996
Funds Restricted
464310
Funds Total
1104306
Count Employees
0
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR22
Fin Period Start Date
1 July 2021
Fin Period End Date
30 June 2022
Ar Due Date
30 April 2023
Ar Received Date
11 May 2023
Income Donations And Legacies
63378
Income Other Trading Activities
0
Income Charitable Activities
2021455
Income Investments
0
Income Other
0
Income Total Income And Endowments
2084833
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,518,229
Expenditure Other
0
Expenditure Total
1518229
Expenditure Investment Management
0
Expenditure Grants Institution
17573
Expenditure Governance
5850
Expenditure Support Costs
70016
Expenditure Depreciation
2613
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£242,107
Assets Total Fixed
7888
Assets Own Use
7888
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,141,539
Assets Total Liabilities
£159,414
Assets Current Investment
0
Assets Total Assets And Liabilities
£990,013
Creditors One Year Total Current
159414
Creditors Falling Due After One Year
0
Assets Cash
£734,936
Funds Endowment
0
Funds Unrestricted
507607
Funds Restricted
482406
Funds Total
990013
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Plymouth City
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Cornwall
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Torbay
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Devon
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
204
Classification Type
Who
Classification Description
People Of A Particular Ethnic Or Racial Origin
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage

08 Official extract

Charity Event History

Charity Name
PEC TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2019-06-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 14 SEP 2018
Charitable Objects
TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY THE:(A) PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES; (B) RELIEF OF POVERTY AND THE PRESERVATION AND PROTECTION OF HEALTH BY PROMOTING THE EFFICIENT USE OF ENERGY AND UTILISATION OF RENEWABLE SOURCES OF ENERGY; AND(C) ADVANCEMENT OF EDUCATION IN SUBJECTS RELATING TO SUSTAINABLE DEVELOPMENT AND THE PROTECTION, ENHANCEMENT AND REHABILITATION OF THE ENVIRONMENT AND TO PROMOTE STUDY AND RESEARCH IN SUCH SUBJECTS PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE.SUSTAINABLE DEVELOPMENT MEANS DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS.

10 Official extract

Charity Policy

Policy Name
Safeguarding policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints handling
Policy Name
Volunteer management
Policy Name
Financial reserves policy and procedures
Policy Name
Internal charity financial controls policy and procedures