PERSONAL ASSURANCE CHARITABLE TRUST

Charity number: 1023274
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the charity is to make donations to registered charities and non-charitable bodies from funds supplied by Personal Assurance Plc. There are no restrictions on the type of donations that can be made although preference will be given to recommendations made by policyholders of Personal Assurance Plc and employees of Personal Group Holdings Plc.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £100,676
Total expenditure: £124,761

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

One or more of the employees were formerly trustees

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • Kenya

Governance

Registration history:
  • 01 July 1993: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
Land and property:
This charity does not own and/or lease 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Hywel Phillips Trustee 01 July 2024
None on record
Justine Woolf Trustee 01 October 2020
None on record
Sarah Mace Trustee 30 June 2014
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £75.60k £75.00k £169.93k £79.25k £100.68k
Total expenditure £87.86k £106.41k £115.29k £152.22k £124.76k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 December 2023 28 October 2024 On Time
Accounts and TAR 31 December 2023 28 October 2024 On Time Download Open in new window
Annual return 31 December 2022 30 October 2023 On Time
Accounts and TAR 31 December 2022 30 October 2023 On Time Download Open in new window
Annual return 31 December 2021 18 October 2022 On Time
Accounts and TAR 31 December 2021 18 October 2022 On Time Download Open in new window
Annual return 31 December 2020 22 October 2021 On Time
Accounts and TAR 31 December 2020 22 October 2021 On Time Download Open in new window
Annual return 31 December 2019 04 November 2020 4 days late
Accounts and TAR 31 December 2019 04 November 2020 4 days late 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.

TRUST DEED DATED 25TH MAY 1993

Charitable objects

FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY DETERMINE

Area of benefit

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

NOT DEFINED

Contact information

Address:
Personal Group Holdings
John Ormond House
899 Silbury Boulevard
MILTON KEYNES
MK9 3XL
Phone:
01908 605000
Email:
investorrelations@personalgroup.com
Website:

No information available