Finance Score: -4

Governance Score: -11

Support Score: 4

Spending falling: -1
Volatile income: -3
No PartB

2 Trustees: -2
Very static board: -5
All female board: -3

Overall weighted support: +4

Overall GiG Score: -11

THE PLYNLIMON TRUST

Provision of transport services, grant making to organisations and assistance to needy people.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Why are there only 2 trustees?
Why is the Board completely female?
Why is the Board composition very static?

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£394	£391	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£441	£509	£-68	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£452	£493	£-41	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£546	£576	£-30	£0	£156	£97	2	34	4
31/12/19		£637	£627	£10	£0	£186	£183	3.5	36	6
31/12/18		£748	£805	£-56	£0	£176	£166	2.5	41	0
31/12/17		£800	£808	£-8	£0	£239	£225	3.3	44	0
31/12/16	*	£758	£798	£-40	£0	£253	£233	3.5	40	0
31/12/15	*	£932	£917	£15	£4	£223	£198	2.6	40	0
31/12/14		£242	£233	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£199	£198	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£238	£208	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£264	£304	£-40	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£278	£331	£-52	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£294	£293	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£281	£309	£-28	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£249	£213	£36	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£245	£245	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£237	£243	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£245	£213	£32	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 36 years

www.plynlimontrust.btck.co.uk

phales@horizontraining.org.uk

01432356687

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations
Provides human resources
Provides services

Where it operates

Herefordshire, Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Herefordshire Community Foundation - MORE THAN A MEAL
£9,000	05/07/2022	Grant to THE PLYNLIMON TRUST
DCMS - Coronavirus Community Support Fund
£62,061	29/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - carnival community club
£10,000	23/10/2019 12	carnival community club

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

PATRICIA CATHERINE HALES Appointed: 1988

VALERIE MYATT Appointed: 2012

Legal constitution

Charity registered in England & Wales on 27/10/1988, number: 700748

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR16: 49 days late, AR15: 0 days late, AR07: 0 days late,

Main office

Units 21-23 Foley Trading Estate
Foley Trading Estate
Hereford
HR1 2SF

Objectives

PROMOTING THE MATERIAL MENTAL PHYSICAL AND SPIRITUAL WELFARE OF PERSONS WITHIN THE AREA OF BENEFIT WHO ARE SUFFERING FROM MENTAL ILLNESS ARRESTED OR INCOMPLETE DEVELOPMENT OF MIN PSYCHOPATHIC DISORDER OR ANY OTHER DISORDER OR DISABILITY OF MIND TERMINAL PHYSICAL ILLNESS OR MENTAL HANDICAP OR OTHERWISE UNDERPRIVILEGED BY MAKING GRANTS OF MONEY EQUIPMENT FACILITIES CLOTHING OR OTHERWISE TO OR FOR THE BENEFIT OF SUCH PERSONS BY ARRANGING FOR THEM TO BE VISITED IN HOSPITALS OR OTHER PLACES WHERE THEY ARE FROM TIME TO TIME RESIDING OR UNDERGOING GREATMENT AND BY ARRANGING HOLIDAYS TRANSPORT AND FOR SUCH OTHER ASSISTANCE AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

COUNTY OF HEREFORD AND WORCESTER VARIABLE

Data Sources

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