PLYMOUTH HIGHBURY TRUST
Relieveing poverty, the education and religion of people with Learning Disabilities in the City of Plymouth
Objects
TO RELIEVE, ADVANCE THE EDUCATION OF AND ADVANCE RELIGION AMONG THE LEARNING DISABLED LIVING IN AND AROUND PLYMOUTH, DEVON.
Financial health, per its FY2025 accounts
The accounts state that the charity's financial position remains sound, with total unrestricted reserves of £1,236,849 and liquid reserves of £545,135, which equates to just over four months of running costs. The trustees report that the group achieved a net incoming resource surplus of £129,536 for the year, supported by charitable activity income of £1,477,623. The auditor confirmed that the financial statements give a true and fair view and identified no material uncertainties regarding the group's ability to continue as a going concern.
What the accounts disclose
“Charitable activities 4 1,410,748 66,875 1,477,623 1,344 662” — page 12
“Liquid reserves at 31 March 2025 amounted to £545,135 which equates to just over 4 months running costs at current levels. The trustees continuously monitor reserves.”
“Plymouth Supported Living Limited (Wholly owned subsidiary)”
Policies the charity declares
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Government income: £568,171 — contracts £568,171 (5); 33% of the £1,727,939 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Government income: £336,683 — contracts £336,683 (5); 22% of the £1,543,466 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Government income: £1,044,145 — contracts £1,044,145 (13); 58% of the £1,803,983 total gross income on the same return
- Has a trading subsidiary
Corporate structure
- Registered company of the charity Companies House 05554535
- Trading subsidiary: PLYMOUTH SUPPORTED LIVING LIMITED Companies House 06958521 · Financial health read from its filings
- Average employees: 26
- The parent charity owed the subsidiary £539 at the balance sheet date. Additionally, the trustees agreed to meet expenses on behalf of the subsidiary to fulfil its activities.
Company officers (Companies House)
- WALLIS, Stephen Paul on trustee list
- KNIGHT, John on trustee list
- PEARSON, Victoria Joan on trustee list
- STEWART, Matthew on trustee list
- BRANTON, Deborah on trustee list
- HARRIS, Hilary Ann on trustee list
- BRIMMICOMBE, Wendy Elizabeth on trustee list
- NEWMAN, Martin
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Matthew Stewartchair
- Deborah Branton
- HILARY ANN HARRIS
- John Knight
- Stephen Paul Wallis
- Victoria Joan Pearson
- WENDY ELIZABETH BRIMMICOMBE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.7m | £1.6m |
| 31/03/2024 | £1.5m | £1.5m |
| 31/03/2023 | £1.8m | £1.5m |
| 31/03/2022 | £1.5m | £1.5m |
| 31/03/2021 | £1.4m | £1.3m |
Common questions
Is PLYMOUTH HIGHBURY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity's financial position remains sound, with total unrestricted reserves of £1,236,849 and liquid reserves of £545,135, which equates to just over four months of running costs. The trustees report that the group achieved a net incoming resource surplus of £129,536 for the year, supported by charitable activity income of £1,477,623. The auditor confirmed that the financial statements give a true and fair view and identified no material uncertainties regarding the group's ability to continue as a going concern. Its FY2025 accounts were audited by Westcotts (SW) LLP.
Who funds PLYMOUTH HIGHBURY TRUST?
Funders whose own accounts filings name PLYMOUTH HIGHBURY TRUST as a grant recipient include THE FORBES CHARITABLE FOUNDATION, THE RIX-THOMPSON-ROTHENBERG FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE FORBES CHARITABLE FOUNDATION | FY2023 | £25k | |
| THE FORBES CHARITABLE FOUNDATION | FY2024 | £25k | |
| THE FORBES CHARITABLE FOUNDATION | FY2025 | £25k | |
| THE RIX-THOMPSON-ROTHENBERG FOUNDATION | FY2021 | £6k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 25/05/2022 | £90k | Plymouth Parent Advocacy Project - Continuation |
| The National Lottery Community Fund | 08/08/2018 | £264k | Plymouth Parent Advocacy Project |
| The National Lottery Community Fund | 12/01/2015 | £188k | Plymouth Parent Advocacy Project |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DAVID LISTER CHARITABLE TRUST | 1 | £56k |
| THE JOSEPH RANK TRUST | 1 | £38k |
| NORTH YARD COMMUNITY TRUST CIO | 1 | £20k |
| THE BAILY THOMAS CHARITABLE FUND | 1 | £20k |
| PLYMOUTH VCSE | 1 | £15k |
| THE TRUEMARK TRUST | 1 | £13k |
| MISS W E LAWRENCE 1973 CHARITABLE SETTLEMENT | 1 | £13k |
| THE VARRIER-JONES FOUNDATION | 1 | £8k |
Charities like this
- THE LIMBOURNE TRUST
- HELPING DISABILITIES TRUST
- TRANSFORMING PLYMOUTH TOGETHER
- THE PHOENIX TRUST (MILTON) LTD
- PARCHMENT TRUST
- PLYMOUTH CHARITY TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| PLYMOUTH HIGHBURY TRUST | £1.7m | — | 0 | above | — | no doubt |
| THE LIMBOURNE TRUST | £120k | — | 0 | unclear | — | no doubt |
| HELPING DISABILITIES TRUST | £131k | — | 0 | above | 9.4% | no doubt |
| TRANSFORMING PLYMOUTH TOGETHER | £88k | — | — | above | — | no doubt |
| THE PHOENIX TRUST (MILTON) LTD | £256k | — | — | unclear | — | no doubt |
| PARCHMENT TRUST | £4.3m | £70,001 - £80,000 | 1 | above | — | no doubt |