PEMBROKESHIRE PEOPLE FIRST

Charity Number: 1091201
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Pembrokeshire People First is an organisation for adults with learning disabilities, autism and neurodiversity. The services provided include 1:1 advocacy, support with campaigning on issues important to our members, StaySocial - a drop in centre, counseling, self advocacy groups and training in independent living skills.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£585,147

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Donations and legacies £598
Charitable activities £576.84k
Other trading activities £0
Investments £87
Other £7.62k

Total expenditure:
£612,825

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Raising funds £4.61k
Charitable activities £531.67k
Other £76.55k

£0 investments gains (losses)

Total income includes £232,606 from 1 government contract(s) and £169,064 from 7 government grant(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 £81.16k
Charitable expenditure £531.67k

People

28 Employee(s)

8 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Disability
  • Arts/culture/heritage/science
  • Economic/community Development/employment
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
  • Other Charitable Activities
Where the charity operates:
  • Carmarthenshire
  • Ceredigion
  • Pembrokeshire

Governance

Registration history:
  • 19 March 2002: Standard registration
Organisation type:
Charitable company
Other names:
  • PEMBROKESHIRE ADVOCACY (Previous name)
Company number:
04391979 Open in new window
Gift aid:
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
  • 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
  • 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
ELIZABETH RAWLINGS Chair 17 September 2024
PEMBROKESHIRE LOCAL ACTION NETWORK FOR ENTERPRISE AND DEVELOPMENT LIMITED
Received: On time
Micheline Gaynor Hambidge Trustee 24 February 2025
None on record
Lee Burton Trustee 19 February 2025
None on record
Christopher Palmer Trustee 17 February 2025
None on record
Claire Bullock Trustee 19 January 2025
None on record
DYLAN IAN JENKINS EYNON Trustee 17 September 2024
None on record
Julie Fulton Trustee 24 November 2020
None on record
Sophie Hinksman Trustee 18 October 2018
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 £443.01k £483.68k £477.02k £455.90k £585.15k
Total expenditure £372.39k £436.02k £484.14k £444.90k £612.83k
Income from government contracts N/A £25.00k £25.00k £64.51k £232.61k
Income from government grants £71.14k £231.24k £215.22k £326.06k £169.06k
Income - Donations and legacies N/A N/A N/A N/A £598
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £576.84k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £87
Income - Other N/A N/A N/A N/A £7.62k
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £531.67k
Expenditure - Raising funds N/A N/A N/A N/A £4.61k
Expenditure - Governance N/A N/A N/A N/A £0
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £76.55k

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 N/A N/A N/A N/A £3.86k
Long-term investments N/A N/A N/A N/A £0
Other assets N/A N/A N/A N/A £198.02k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £36.72k

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 24 January 2025 On Time
Accounts and TAR 31 March 2024 24 January 2025 On Time Download Open in new window
Annual return 31 March 2023 21 February 2024 21 days late
Accounts and TAR 31 March 2023 21 February 2024 21 days late Download Open in new window
Annual return 31 March 2022 18 April 2023 77 days late
Accounts and TAR 31 March 2022 18 April 2023 77 days late Download Open in new window
Annual return 31 March 2021 31 January 2022 On Time
Accounts and TAR 31 March 2021 31 January 2022 On Time Download Open in new window
Annual return 31 March 2020 14 December 2020 On Time
Accounts and TAR 31 March 2020 14 December 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 INCORPORATED 11 MAR 2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05 JUL 2010 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 19 AUG 2010 AS AMENDED BY SCHEME DATED 29 NOV 2015 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26 MAR 2015 as amended on 06 Nov 2018

Charitable objects

1. THE RELIEF AND SUPPORT OF PEOPLE WITH LEARNING DISABILITIES AND/OR AUTISM THROUGH THE PROVISION OF ADVOCACY, TRAINING, AND GROUP WORK USING THE ARTS, WHICH WILL HELP PEOPLE KNOW AND ATTAIN THE SAME RIGHTS AS EVERYONE ELSE. 2. TO ADVANCE THE EDUCATION AND TRAINING OF PEOPLE WITH LEARNING DISABILITIES AND/OR AUTISM, TO DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE FULLY IN SOCIETY. 3. TO ADVANCE EDUCATION AND RAISE AWARENESS OF THE PUBLIC IN THE EXPERIENCES OF AND ISSUES AFFECTING PEOPLE WITH LEARNING DISABILITIES AND/OR AUTISM.

Area of benefit

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

PEOPLE WITH A LEARNING DISABILITY LIVING IN PEMBROKESHIRE.

Contact information

Address:
Portcullis House
Old Hakin Road
Merlins Bridge
Haverfordwest
SA61 2DA
Phone:
01437 769135
Email:
info@pembrokeshirepeople1st.org.uk
Website:

www.pembrokeshirepeople1st.org.uk Open in new window