Finance Score: -4
Governance Score: 2
Support Score: 5
  • Spending falling: -1
  • Volatile income: -3
  • No PartB
  • Only 4 Trustees: -1
  • Gender balanced board: +3
  • Grant maker support: +5
Overall GiG Score: 3 ?

THE PLYNLIMON TRUST 

Provision of transport services, grant making to organisations and assistance to needy people.
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • There are only 4 trustees

Financial issues to consider:

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

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
31/12/22£441£509£-68n/an/an/an/an/a3
31/12/21£452£493£-41n/an/an/an/an/a3
31/12/20£546£576£-30£0£156£972344
31/12/19£637£627£10£0£186£1833.5366
31/12/18£748£805£-56£0£176£1662.5416
31/12/17£800£808£-8£0£239£2253.3440
31/12/16*£758£798£-40£0£253£2333.5400
31/12/15*£932£917£15£4£223£1982.6400
31/12/14£242£233£8£0£0£0n/a00
31/12/13£199£198£1£0£0£0n/a00
31/12/12£238£208£30£0£0£0n/a00
31/12/11£264£304£-40£0£0£0n/a00
31/12/10£278£331£-52£0£0£0n/a00
31/12/09£294£293£1£0£0£0n/a00
31/12/08£281£309£-28£0£0£0n/a00
31/12/07*£249£213£36£0£0£0n/a00
31/12/06£245£245£0£0£0£0n/a00
31/12/05£237£243£-6£0£0£0n/a00
31/12/04£245£213£32£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 36 years

www.plynlimontrust.btck.co.uk

phales@horizontraining.org.uk

01432356687

Charity Commission for England and WalesX
UN SDGs
?
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 works here?
  • Unknown number of employees
  • 3 volunteers

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
DCMS£62,061
National Lottery Community Fund£10,000
Herefordshire Community Foundation£9,000
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 ....more
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 (4)
Current Trustees appointed
Gender Split

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
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 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

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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