PETA LIMITED

Charity number: 296065
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity provides a comprehensive range of training, advisory and consultancy services. The Charity is also engaged in the delivery of skills training for young people, namely apprenticeships and Work Study programmes.

Income and expenditure

Data for financial year ending 31 July 2024

Total income:
£4,387,951

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Donations and legacies £0
Charitable activities £2.61m
Other trading activities £1.71m
Investments £45.22k
Other £26.50k

Total expenditure:
£4,419,725

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Raising funds £0
Charitable activities £3.72m
Other £703.08k

£0 investments gains (losses)

Total income includes £2,532,017 from 1 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £703.08k
Charitable expenditure £3.72m

People

74 Employee(s)

7 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£80k to £90k 1
£110k to £120k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Services
Where the charity operates:
  • Dorset
  • Hampshire
  • Portsmouth City
  • West Sussex

Governance

Registration history:
  • 13 February 1987: Standard registration
Organisation type:
Charitable company
Other names:
  • PETA LTD (Working name)
Company number:
01653178 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ian Stuart Boxall Trustee 22 November 2024
None on record
Alexander Jon Blandford Trustee 11 December 2023
None on record
Michael John Hawkes Trustee 16 April 2022
None on record
Christopher John Roberts Trustee 23 July 2021
None on record
Elliot John David SEYMOUR Trustee 27 January 2016
None on record
SIMON PETER ESCOTT Trustee 05 December 2013
None on record
ADRIAN MARK WARING Trustee 22 August 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £3.66m £3.65m £4.04m £4.18m £4.39m
Total expenditure £3.81m £3.77m £4.10m £4.16m £4.42m
Income from government contracts £2.33m £2.27m £2.37m £1.75m £2.53m
Income from government grants £96.43k £17.25k N/A N/A N/A
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £1.71m
Income - Charitable activities £3.43m £3.52m £3.99m £4.12m £2.61m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £10.04k £2.83k £43.69k £20.07k £45.22k
Income - Other £213.52k £130.40k £7.35k £42.10k £26.50k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.81m £3.77m £4.10m £4.16m £3.72m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £50.53k £51.14k £0 £0 £6.76k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £703.08k

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 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Own use assets £4.02m £3.92m £3.77m £3.78m £3.73m
Long-term investments £500.00k £500.00k £500.00k £500.10k £500.00k
Other assets £1.88m £1.84m £1.86m £1.82m £1.74m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.00m £980.40k £904.89k £859.19k £756.60k

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 July 2024 28 February 2025 On Time
Accounts and TAR 31 July 2024 28 February 2025 On Time Download Open in new window
Annual return 31 July 2023 04 June 2024 4 days late
Accounts and TAR 31 July 2023 04 June 2024 4 days late Download Open in new window
Annual return 31 July 2022 11 May 2023 On Time
Accounts and TAR 31 July 2022 11 May 2023 On Time Download Open in new window
Annual return 31 July 2021 04 November 2021 On Time
Accounts and TAR 31 July 2021 04 November 2021 On Time Download Open in new window
Annual return 31 July 2020 30 October 2020 On Time
Accounts and TAR 31 July 2020 30 October 2020 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 22ND JULY 1982 AMENDED 28TH JANUARY 1987, 28TH FEBRUARY 1990 & 20 NOVEMBER 2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 APR 2016 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 20 MAY 2016 as amended on 29 Apr 2022

Charitable objects

(A) TO PROMOTE AND ADVANCE THE EDUCATION AND ADEQUATE TRAINING FOR THE PUBLIC BENEFIT OF PERSONS EMPLOYED OR INTENDING TO BE EMPLOYED IN INDUSTRY AND COMMERCE. (B) SUBJECT TO THE FOREGOING OBJECT TO EXTEND SUCH EDUCATION AND TRAINING TO MEMBERS OF THE PUBLIC GENERALLY.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Peta Ltd
Unit 1
Access Point
Northarbour Road
Cosham
PORTSMOU
Phone:
02392538700
Email:
enquire@peta.co.uk
Website:

www.peta.co.uk Open in new window