SOUTH WARWICKSHIRE PLATO TRUST
Charity number: 1126506
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To provide accommodation for people with recovering mental health issues.
Income and expenditure
Data for financial year ending 31 January 2024
Total income: £412,240
Total expenditure: £380,252
People
3 Trustee(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
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:
- Disability
- Accommodation/housing
Who the charity helps:
- People With Disabilities
How the charity helps:
- Provides Buildings/facilities/open Space
- Provides Services
Where the charity operates:
- Warwickshire
Governance
Registration history:
- 30 October 2008: Standard registration
Organisation type:
Charitable company
Other names:
No other names
Company number:
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
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
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
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
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| PETER EWAN LAW | Chair |
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| Matthew Markham | Trustee | 27 June 2022 |
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| Gordon Robert Yates | Trustee | 20 October 2020 |
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Financial history
Financial period end date
| Income / Expenditure | 31/01/2020 | 31/01/2021 | 31/01/2022 | 31/01/2023 | 31/01/2024 | ||
|---|---|---|---|---|---|---|---|
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Total gross income | £372.08k | £356.82k | £361.25k | £370.53k | £412.24k | |
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Total expenditure | £285.12k | £282.05k | £292.56k | £312.86k | £380.25k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 January 2024 | 09 September 2024 | On Time | |
| Accounts and TAR | 31 January 2024 | 09 September 2024 | On Time | Download Open in new window |
| Annual return | 31 January 2023 | 21 November 2023 | On Time | |
| Accounts and TAR | 31 January 2023 | 21 November 2023 | On Time | Download Open in new window |
| Annual return | 31 January 2022 | 29 June 2022 | On Time | |
| Accounts and TAR | 31 January 2022 | 29 June 2022 | On Time | Download Open in new window |
| Annual return | 31 January 2021 | 27 July 2021 | On Time | |
| Accounts and TAR | 31 January 2021 | 27 July 2021 | On Time | Download Open in new window |
| Annual return | 31 January 2020 | 25 June 2020 | On Time | |
| Accounts and TAR | 31 January 2020 | 25 June 2020 | On Time | Download Open in new window |