Finance Score: -3

Governance Score: -4

Support Score: 0

Good reserves management: +3
Spending declining: -1
Multiple Deficits and declines: -5

Static board: -3
Mainly male board: -1

No supporters identified

Overall GiG Score: -7

LIFE PATH TRUST LIMITED

The main activities of the Charity at present are :Care and SupportWe support people with learning disabilities in their own homes, day opportunities and provide personal care if needed. We also provide a respite service.Supported employmentWe provide supported employment to people with learning disabilities through our subsidiary Newpath Ventures Limited which runs a number of businesse

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is predominantly male
The Board composition appears to be rather static

Financial issues to consider:

Spending is declining
Income has been volatile and on several occasions in recent years less than spending

Established: 32 years

www.life-path.org.uk

lpt@lifepath.org.uk

02476650530

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£3,002	£3,719	£-716	£0	£2,249	£2,235	7.2	49	19
31/03/22		£6,973	£7,424	£-451	£0	£2,966	£2,952	4.8	210	16
31/03/21		£8,068	£7,759	£310	£0	£3,416	£3,389	5.2	274	0
31/03/20		£8,058	£7,949	£109	£0	£3,332	£3,326	5	292	20
31/03/19		£7,727	£7,536	£192	£0	£3,223	£3,217	5.1	297	20
31/03/18		£7,450	£7,078	£372	£0	£3,032	£3,026	5.1	274	0
31/03/17		£6,498	£6,372	£126	£0	£2,660	£2,654	5	269	0
31/03/16		£5,614	£5,503	£111	£0	£2,533	£2,528	5.5	247	0
31/03/15		£5,316	£5,261	£55	£22	£2,505	£2,505	5.7	253	0
31/03/14		£5,131	£5,101	£30	£25	£2,449	£2,449	5.8	260	0
31/03/13		£4,707	£4,706	£1	£22	£2,420	£2,414	6.2	220	0
31/03/12		£4,494	£4,449	£45	£23	£2,419	£2,398	6.5	229	0
31/03/11		£4,143	£4,075	£68	£21	£2,374	£2,343	6.9	212	0
31/03/10		£3,758	£3,709	£49	£22	£2,306	£2,249	7.3	173	0
31/03/09		£3,341	£3,310	£31	£33	£2,257	£2,216	8	147	0
31/03/08	*	£3,440	£3,367	£72	£34	£2,225	£2,132	7.6	149	0
31/03/07		£3,473	£3,603	£-129	£68	£2,153	£2,034	6.8	164	0
31/03/06	*	£3,892	£3,619	£274	£0	£0	£0	n/a	0	0
31/03/05	*	£3,519	£3,565	£-46	£0	£0	£0	n/a	0	0
31/03/04	*	£3,331	£3,162	£169	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 7.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.8

Asset Split ?

Listed activities

Disability

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Coventry City, Oxfordshire, Warwickshire,

Who it helps

People With Disabilities

Who works here?

49 employees
19 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-80

EDWARD LAMB Appointed: 2013, Occupation: Solicitor

JUDITH ANN RYAN Appointed: 2016, Occupation: Retired

KEITH PHILIP CHAPMAN Appointed: 2013, Occupation: Consultant

PHILLIP JAMES RUSK Appointed: 2013, Occupation: Civil Servant

PETER MANGER Appointed: 2019, Occupation: Retired

PHILIP EMSDEN Appointed: 2018, Occupation: Retired

ROBERT EDWARD HALL MBE Appointed: 2013, Other trusteeships: ST GEORGE'S LODGE NO 3818 CHARITY AND ALMONERS FUNDS, THE ROTARY CLUB OF COVENTRY CHARITY FUND, COVENTRY BUILDING EMPLOYERS' CHARITY, MOAT HOUSE COMMUNITY TRUST,

Legal constitution

Charitable company registered in England & Wales on 29/07/1992, number: 1013242
Registered at Companies House on 15/07/1992, number: 02731429

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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

Filing Record

20 returns made; AR23: 8 days late, AR08: 4 days late, AR06: 1 days late, AR05: 1 days late, AR04: 1 days late,

Main office

511 WALSGRAVE ROAD
COVENTRY
CV2 4AG

Objectives

THE PROVISION OF CARE, ASSISTANCE, SUPPORT AND RELIEF OF SUFFERING AMONGST PEOPLE WHO ARE DISADVANTAGED BY SOCIETY DUE TO HEALTH CONDITIONS, AGE INFIRMITY OR LEARNING DISABILITIES/DIFFICULTIES, WITHIN THE AREA OF BENEFIT

Defined Area of Benefit:

THE COUNTIES (OR FORMER COUNTIES) OF THE WEST MIDLANDS, WARWICKSHIRE AND WORCESTERSHIRE AND/OR SUCH OTHER COUNTIES

Data Sources