PLATFFORM FOR CHANGE

Charity number: 1000889
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Platfform is the charity for mental health and social change. We work to have a lasting positive impact with people experiencing challenges with their mental health, with over 100 projects and services across Wales and the UK. We live by our values of being connected, compassionate, brave and curious in everything we do, and we believe deeply in our vision of sustainable wellbeing for all.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£16,366,684

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Donations and legacies £1.78m
Charitable activities £11.94m
Other trading activities £2.65m
Investments £20
Other £0

Total expenditure:
£14,505,814

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Raising funds £1.46k
Charitable activities £12.43m
Other £2.07m

£0 investments gains (losses)

Total income includes £6,714,588 from 33 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £2.07m
Charitable expenditure £12.43m
Retained for future use £1.86m

People

464 Employee(s)

8 Trustee(s)

15 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1
£80k to £90k 1

Fundraising

No information available

Trading

This charity has one or more trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Other Charitable Activities
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 09 November 1990: Standard registration
  • 09 February 2017: Funds received from 506076 ESGYN
  • 31 May 2022: Funds received from 1085545 NEWLINK WALES
Organisation type:
Charitable company
Other names:
  • GOFAL HOUSING (Working name)
  • GOFAL HOUSING TRUST (Working name)
  • GOFAL CYMRU (Previous name)
Company number:
02546880 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Inspectorate Wales (CIW)
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Anne-Louise Tonge Chair 23 September 2020
None on record
Michael Robert Newton Trustee 29 November 2024
None on record
Gemma Lelliott Trustee 29 November 2024
None on record
Mikel Charles Mellick Trustee 29 November 2024
None on record
Deborah Anne Green Trustee 14 June 2024
None on record
Neil Mark Hapgood Trustee 11 March 2020
None on record
Christopher Jamie Dowson Loughran Trustee 02 September 2015
None on record
Stewart John Davison Trustee 13 December 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £10.64m £10.32m £11.77m £12.89m £16.37m
Total expenditure £9.07m £9.95m £11.94m £13.22m £14.51m
Income from government contracts £5.68m £5.07m £6.30m £6.59m £6.71m
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £1.40m £6.75k £12.28k £11.75k £1.78m
Income - Other trading activities £1.53m £1.25m £1.83m £2.66m £2.65m
Income - Charitable activities £7.70m £8.85m £9.93m £10.22m £11.94m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £5.78k £1.20k £0 £0 £20
Income - Other £6.76k £206.34k £4.93k £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £7.95m £8.74m £10.74m £11.32m £12.43m
Expenditure - Raising funds £2.97k £2.58k £693 £6.75k £1.46k
Expenditure - Governance £0 £0 £0 £34.59k £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £1.12m £1.21m £1.20m £1.89m £2.07m

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £1.80m £842.50k £904.60k £1.38m £1.29m
Long-term investments £0 £0 £0 £0 £0
Other assets £2.37m £4.05m £3.82m £3.84m £5.57m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.83m £2.03m £2.04m £2.85m £2.63m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 20 January 2025 On Time
Accounts and TAR 31 March 2024 20 January 2025 On Time Download Open in new window
Annual return 31 March 2023 23 December 2023 On Time
Accounts and TAR 31 March 2023 23 December 2023 On Time Download Open in new window
Annual return 31 March 2022 23 December 2022 On Time
Accounts and TAR 31 March 2022 23 December 2022 On Time Download Open in new window
Annual return 31 March 2021 10 December 2021 On Time
Accounts and TAR 31 March 2021 10 December 2021 On Time Download Open in new window
Annual return 31 March 2020 18 January 2021 On Time
Accounts and TAR 31 March 2020 18 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 9 OCTOBER 1990 AS AMENDED BY SPECIAL RESOLUTIONS DATED 5 FEBRUARY 1997, 28 MARCH 2001, 28 SEPTEMBER 2005, 16 MAY 2006, 8 OCTOBER 2007 AND 24 MARCH 2010. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10/06/2015 AS REGISTERED AT COMPANIES HOUSE ON 22/06/2015 as amended on 17 Dec 2018 as amended on 06 Aug 2019 as amended on 18 Mar 2020

Charitable objects

(1) To relieve the needs of people with mental health problems, those at risk of developing mental health problems or suffering from detrimental health risk behaviours and other vulnerable or disadvantaged persons by: a) the provision of housing and other associated amenities designed or adapted to meet the disabilities and requirements of such persons; b) the provision of services, advice, support and opportunities which support the mental wellbeing of such persons; and c) advancing the education of the public on the causes and effects of mental health problems and detrimental health risk behaviours. (2) In this Article: a) “detrimental health risk behaviour” means any form of individual behaviour which is harmful and self-detrimental, has a strong negative influence on mental health and which is attributable to poor psychological and social wellbeing for whatever reason, including substance misuse and other risks to individual and public mental health; b) “vulnerable” refers to persons (adults or children) who have, or may have, need of community services by reason of a mental or physical disability, age, or illness; and c) “disadvantaged” refers to a recognised social or welfare disadvantage.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED BUT IN PRACTICE WALES AND ENGLAND

Contact information

Address:
Platfform
Beaufort House
Beaufort Road
Morriston
Swansea
SA6 8JG
Phone:
01656647722
Email:
connect@platfform.org
Website:

www.platfform.org Open in new window