PLYMOUTH CHARITY TRUST

Registered charity 1076364 · accounts filings on the Charity Commission register

The Charity is set up to House the elderly over the age of retirement who are subsequently receiving Housing Benefit and live in the Plymouth area.

Objects

1) THE PROVISION OF HOUSING ACCOMMODATION FOR PERSONS OF GOOD CHARACTER RESIDENT IN THE CITY OF PLYMOUTH WHO ARE IN NEED; AND 2) THE RELIEF OF PERSONS RESIDENT IN CITY OF PLYMOUTH WHO ARE IN NEED, HARDSHIP OR DISTRESS

Area of benefit: CITY OF PLYMOUTH

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

Causes: The Prevention Or Relief Of Poverty · Accommodation/housing · website · Get email alerts

Registered contact address: Plymouth, South West, England (from the postcode on the register)

Financial health, per its FY2026 accounts

The accounts state that the charity reported a net movement in funds of £166,181 for the year ended 31 March 2026, driven by a surplus on investments of £140,164 despite an operating deficit on charitable activities of £5,173. Total funds carried forward were £4,139,372, with general (unrestricted) reserves standing at £34,149. The trustees confirmed the charity has adequate resources to continue as a going concern.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Bishop Fleming Audit Limited. Discloses 4 of 6 completeness components.

Year-over-year changes

• Top pay band moved from £80,001 - £90,000 (FY2025) to £110,001 - £120,000 (FY2026).

Comparing this charity’s FY2025 and FY2026 accounts as analysed by this site.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission; Homes England. 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
• 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 expenses policy and procedures

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 (4 freehold); recorded price paid £460k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2026)

Reported reserves equal ~0.8 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (94% 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 (4.9%) (benchmarks).

Trustees · trustee networks

• Stephen Holechair
• David Marks
• Jack Mark Addison Lewis
• James Lewis
• Paul Northmore
• Ronald Brown
• Toby Gourlay

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

Operates in: Plymouth City

Income and spending

Common questions

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 PILGRIM HOMES TRUST.

• PILGRIM HOMES TRUST income £2.3m
• TIVERTON ALMSHOUSE TRUST income £1.1m
• PLYMOUTH SPORTS CHARITY LIMITED income £76k
• PLYMOUTH HIGHBURY TRUST income £1.7m
• PLAXTON FAMILY HOUSING TRUST income £231k
• PLYMOUTH PUBLIC DISPENSARY income £59k

Side by side with its peers

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