01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 15 June 2022
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £871,042
- Latest expenditure
- £512,598
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: Office 605, Albert House, 256-260 Old Street, London
Website recorded by the regulator: www.petplancharitabletrust.org.uk (displayed as text)
02 Activities
What the charity does
Grant making
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 28 September 2026
- Date Accounts Received
- 28 September 2026
- Total Gross Income
- £871,042
- Total Gross Expenditure
- £512,598
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 8 October 2025
- Date Accounts Received
- 8 October 2025
- Total Gross Income
- £1,330,502
- Total Gross Expenditure
- £1,549,518
- Accounts Qualified
- Yes
- Fin Period Start Date
- 15 June 2022
- Fin Period End Date
- 30 June 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 April 2024
- Date Annual Return Received
- 18 August 2024
- Date Accounts Received
- 18 August 2024
- Total Gross Income
- £931,012
- Total Gross Expenditure
- £792,984
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 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 28 September 2026
- Total Gross Income
- £871,042
- Total Gross Expenditure
- £512,598
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- 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 July 2023
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 8 October 2025
- Total Gross Income
- £1,330,502
- Total Gross Expenditure
- £1,549,518
- Grant Making Is Main Activity
- Yes
- 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
- AR23
- Fin Period Start Date
- 15 June 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 18 August 2024
- Total Gross Income
- £931,012
- Total Gross Expenditure
- £792,984
- Grant Making Is Main Activity
- Yes
- 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
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 28 September 2026
- Income Donations And Legacies
- 840128
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 30914
- Income Other
- 0
- Income Total Income And Endowments
- 871042
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,488
- Expenditure Charitable Expenditure
- £508,110
- Expenditure Other
- 0
- Expenditure Total
- 512598
- Expenditure Investment Management
- 4488
- Expenditure Grants Institution
- 481734
- Expenditure Governance
- 26376
- Expenditure Support Costs
- 163510
- Expenditure Depreciation
- 378
- Gain Loss Investment
- 1271252
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 189
- Gain Loss Other
- 0
- Reserves
- £471,904
- Assets Total Fixed
- 1271441
- Assets Own Use
- 189
- Assets Long Term Investment
- 1271252
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £506,535
- Assets Total Liabilities
- £1,306,072
- Assets Current Investment
- 182072
- Assets Total Assets And Liabilities
- £471,904
- Creditors One Year Total Current
- 937084
- Creditors Falling Due After One Year
- 368988
- Assets Cash
- £324,463
- Funds Endowment
- 0
- Funds Unrestricted
- 471803
- Funds Restricted
- 101
- Funds Total
- 471904
- Count Employees
- 1
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 8 October 2025
- Income Donations And Legacies
- 1241242
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 89370
- Income Other
- 0
- Income Total Income And Endowments
- 1330612
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £6,344
- Expenditure Charitable Expenditure
- £1,543,174
- Expenditure Other
- 0
- Expenditure Total
- 1549518
- Expenditure Investment Management
- 6344
- Expenditure Grants Institution
- 1543174
- Expenditure Governance
- 0
- Expenditure Support Costs
- 73454
- Expenditure Depreciation
- 51995
- Gain Loss Investment
- 97417
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £16,999
- Assets Total Fixed
- 1516071
- Assets Own Use
- 10557
- Assets Long Term Investment
- 1505514
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £141,937
- Assets Total Liabilities
- £1,674,906
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- −£16,898
- Creditors One Year Total Current
- 1019013
- Creditors Falling Due After One Year
- 655893
- Assets Cash
- £77,042
- Funds Endowment
- 0
- Funds Unrestricted
- -16999
- Funds Restricted
- 101
- Funds Total
- -16898
- Count Employees
- 1
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 15 June 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 18 August 2024
- Income Donations And Legacies
- 900565
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 30447
- Income Other
- 0
- Income Total Income And Endowments
- 931012
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £6,256
- Expenditure Charitable Expenditure
- £786,728
- Expenditure Other
- 0
- Expenditure Total
- 792984
- Expenditure Investment Management
- 6256
- Expenditure Grants Institution
- 786728
- Expenditure Governance
- 0
- Expenditure Support Costs
- 53662
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 40872
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £104,490
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,402,769
- Assets Total Liabilities
- £1,298,178
- Assets Current Investment
- 1337669
- Assets Total Assets And Liabilities
- £104,591
- Creditors One Year Total Current
- 947226
- Creditors Falling Due After One Year
- 350952
- Assets Cash
- £22,783
- Funds Endowment
- 0
- Funds Unrestricted
- 104490
- Funds Restricted
- 101
- Funds Total
- 104591
- Count Employees
- 1
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Northern Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 111
- Classification Type
- What
- Classification Description
- Animals
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
08 Official extract
Charity Event History
- Charity Name
- PETPLAN CHARITABLE TRUST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2023-08-23T00:00:00
- Reason
- Funds transferred (incor)
- Assoc Organisation Number
- 1032907
- Assoc Registered Charity Number
- 1032907
- Assoc Charity Name
- PETPLAN CHARITABLE TRUST
- Charity Name
- PETPLAN CHARITABLE TRUST
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2022-06-15T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION Registered 15 Jun 2022
- Charitable Objects
- 3.1 THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT:3.1.1 TO ADVANCE EDUCATION AND TO PROMOTE RESEARCH (AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH) IN VETERINARY SCIENCE AND THE CARE OF ANIMALS;3.1.2 TO PROTECT ANIMALS FROM CRUELTY AND ILL TREATMENT;3.1.3 TO PROMOTE THE TREATMENT OF SICK AND INJURED ANIMALS AND THE CARE OF STRAY AND ABANDONED ANIMALS;3.1.4 THE RELIEF OF THOSE IN NEED BY REASON OF AGE, YOUTH AND PHYSICAL AND MENTAL HEALTH CONDITIONS BY PROMOTING ANIMALS AS A THERAPEUTIC AND PRACTICAL AID IN RELIEVING THEIR NEEDS AND IMPROVING THEIR QUALITY OF LIFE;3.1.5 TO PROMOTE AND SUPPORT SUCH OTHER CHARITABLE PURPOSES OR INSTITUTIONS AS TRUSTEES MAY FROM TIME TO TIME THINK FIT.
10 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Investment
- Policy Name
- Complaints policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Risk management
- Policy Name
- Complaints handling
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Paying staff