INNOVATE TRUST LTD

Registered charity 1010541 · accounts filings on the Charity Commission register · also known as CARDIFF UNIVERSITIES SOCIAL SERVICES, FIELD DAYS, INNOVATE TRAINING, INNOVATE TRAINING FIELD DAYS, QUEST

Providing support to disabled and disadvantaged individuals

Objects

A) THE RELIEF OF POVERTY AND DISTRESS AMONGST PERSONS SUFFERING FROM DISABILITY OR SICKNESS PARTICULARLY LEARNING DISABILITY PHYSICAL DISABILITY AND MENTAL ILLNESS BY 1. PROVIDING FOR OR ASSISTING WITH THE CARE ACCOMMODATION TRAINING EDUCATION EMPLOYMENT AND OCCUPATION OF SUCH PERSONS AND 2. BY PROMOTING THE DEVELOPMENT OF FACILITIES FOR INDEPENDENT LIVING BY SUCH PERSONS TO ENCOURAGE THEIR GREATER INCLUSION WITHIN THEIR COMMUNITIES.B) THE RELIEF OF POVERTY AND DISTRESS AMONGST THOSE WHO CARE FOR SUCH PERSONS. C) THE EDUCATION OF THE PUBLIC IN THE NEEDS OF SUCH PERSONS.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Accommodation/housing · Amateur Sport · Environment/conservation/heritage · website · Get email alerts

Registered contact address: Cardiff, Wales (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net income of £137,443 for the year ended 31 March 2025, resulting in total funds of £3,280,452. The trustees' report notes that the charity set aside funds in the previous year to address an increasing deficit and restructure staffing, and the auditors confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Menzies LLP. Discloses 3 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Inspectorate Wales (CIW). This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Property (HM Land Registry)

4 registered titles in England and Wales held by the charity’s company or corporate body (3 freehold); recorded price paid £74k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook (2,540 followers) · instagram (1,017 followers)

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~0.4 months of spending — in the bottom quarter for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Charitable activities (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.7%) (benchmarks).

Trustees · trustee networks

• CHARLOTTE Davieschair
• David Pratt
• Emma Board Davies
• GEORGINA POWELL
• Heidi Smith
• Jess Rumble
• KEVIN O'NEILL
• Sophie Andrews
• Sophie Jayne Smith

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cardiff · Rhondda Cynon Taff · Vale Of Glamorgan

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE INTEGRATION TRUST LIMITED.

• THE INTEGRATION TRUST LIMITED income £395k
• INSAN TRUST income £320k
• WALNEY COMMUNITY TRUST income £180k
• LOVE YOUR COMMUNITY income £193k
• LUPTON TOWER TRUST income £49k
• TRELOAR TRUST income £32.3m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.