Finance Score: 8

Governance Score: 0

Support Score: 9

Liabilities <10%: +3
Strong growth: +2
Fundraising costs low: +3

Static board: -3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 17

PLYMOUTH HIGHBURY TRUST

Relieveing poverty, the education and religion of people with Learning Disabilities in the City of Plymouth

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

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		£1,804	£1,546	£258	£0	£1,327	£1,111	8.6	38	0
31/03/22		£1,511	£1,478	£32	£0	£1,091	£887	7.2	72	12
31/03/21		£1,368	£1,291	£77	£0	£1,105	£916	8.5	74	5
31/03/20		£1,435	£1,400	£35	£0	£1,003	£811	7	39	15
31/03/19		£850	£828	£21	£0	£956	£764	11.1	39	15
31/03/18		£819	£983	£-164	£0	£941	£744	9.1	40	0
31/03/17		£1,503	£1,521	£-18	£10	£1,089	£853	6.7	75	0
31/03/16	*	£1,354	£1,263	£91	£8	£1,079	£803	7.6	75	0
31/03/15		£1,237	£1,278	£-40	£3	£1,000	£753	7.1	60	0
31/03/14		£1,273	£1,215	£58	£3	£1,032	£785	7.8	27	0
31/03/13		£1,173	£1,071	£101	£3	£966	£709	7.9	30	0
31/03/12		£1,053	£974	£80	£4	£848	£580	7.1	29	0
31/03/11		£1,112	£966	£146	£8	£770	£491	6.1	37	0
31/03/10		£1,142	£965	£176	£3	£612	£457	5.7	37	0
31/03/09		£908	£904	£4	£3	£400	£400	5.3	38	0
31/03/08		£871	£844	£27	£3	£448	£439	6.2	38	0
31/03/07		£760	£738	£23	£3	£448	£438	7.1	34	0
31/03/06		£705	£725	£-20	£0	£0	£0	n/a	0	0
31/03/05		£666	£712	£-46	£0	£0	£0	n/a	0	0
31/03/04		£267	£262	£5	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 84%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: 5 months
Quick Ratio: 7.4

Asset Split ?

Established: 57 years

www.plymouthhighburytrust.org.uk

admin@plymouthhighburytrust.org.uk

01752773333

Charity Commission for England and Wales

Listed activities

Disability
Education/Training

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Plymouth City,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

38 employees

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Henry Smith Charity	£204,700
National Lottery Community Fund	£90,000
The Pilgrim Trust	£44,481
Devon Community Foundation	£13,501

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Plymouth Highbury Trust
£2,352	21/10/2023	We would like to build and equip a brand new sensory room and garden, to further enhance the wellbeing of our clients.
National Lottery Community Fund - Plymouth Parent Advocacy Project - Continuation
£90,000	25/05/2022	The project is using funding to develop and deliver a holistic parent advocacy project which will support parents with a learning disability living in Plymouth. The aim is to ensure that people with ....more The project is using funding to develop and deliver a holistic parent advocacy project which will support parents with a learning disability living in Plymouth. The aim is to ensure that people with learning disabilities uphold their right to plan their future access employment opportunities paid or voluntary and live a happy and fulfilled life.
Henry Smith Charity - Grant to Plymouth Highbury Trust
£24,700	17/05/2022 36	towards three years' running costs of a project providing information and support for women with learning disabilities and complex needs who are experiencing domestic abuse, in Plymouth, Devon.
Garfield Weston Foundation - Main Grants award
£10,000	29/10/2021	Plymouth Parent Advocacy Project
Henry Smith Charity - Grant to Plymouth Highbury Trust
£180,000	11/08/2021 36	towards three years' running costs of the Parent Advocacy Project for parents with a learning disability in Plymouth.
Devon Community Foundation - COVID19 Plymouth Parent Advocacy Project & WISER
£2,148	29/07/2020	Grant to Plymouth Highbury Trust
Devon Community Foundation - COVID19 Plymouth Parent Advocacy Project & WISER
£1,560	24/06/2020	Grant to Plymouth Highbury Trust
Devon Community Foundation - WISER: Women in Safe and Empowering Relationships
£9,793	12/11/2019 21	delivering a series of awareness courses in domestic abuse for women with a learning disability in Plymouth, helping them to build positive and safe relationships with others
The Pilgrim Trust - Grant to Plymouth Highbury Trust
£44,481	29/05/2019 24	WISER - Women In Safe and Empowering Relationships; a project for women with learning disabilities who are victims/survivors of domestic violence
National Lottery Community Fund - Plymouth Parent Advocacy Project
£263,588	08/08/2018 36	This project will develop the existing specialist parent advocacy service in Plymouth into a comprehensive service for birth parents with a learning disability. The three year grant will partially ....more This project will develop the existing specialist parent advocacy service in Plymouth into a comprehensive service for birth parents with a learning disability. The three year grant will partially fund the project including the salaries for four staff.
National Lottery Community Fund - Plymouth Parent Advocacy Project
£187,820	12/01/2015 35	Not Available

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees:

CHERYL ENGLAND Appointed: 2018

DAVID BEHAN Appointed: 2014

PHILIP FITZSIMMONS Appointed: 2018

HILARY ANN HARRIS Appointed: 2007, Occupation: Taxation Administrator

JANIS ELIZABETH JONES Appointed: 2006, Occupation: None

MRS JOEY WARREN, Occupation: Retired

PETER RICHARDS Appointed: 2008, Occupation: Retired

ROSEMARY STOGGALL Appointed: 2005, Occupation: Retired

WENDY ELIZABETH BRIMMICOMBE (Chair) Appointed: 2005, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 02/06/1967, number: 252165
Registered at Companies House on 06/09/2005, number: 05554535

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR16: 1 days late,

Main office

PLYMOUTH HIGHBURY TRUST
207 OUTLAND ROAD
PLYMOUTH
PL2 3PF

Objectives

TO RELIEVE, ADVANCE THE EDUCATION OF AND ADVANCE RELIGION AMONG THE LEARNING DISABLED LIVING IN AND AROUND PLYMOUTH, DEVON.

Defined Area of Benefit:

NOT DEFINED

Data Sources