R. DAPHNE PLUNKET CHARITABLE TRUST
The Trust makes grants to assist people living in Leicestershire & Rutland who are in financial need, hardship or distress. Grants can be made to both individuals and organisations.
Financial health, per its FY2025 accounts
The accounts state that total net assets stood at £3,472,594, comprising a large endowment fund of £3,441,975 and restricted and unrestricted funds totaling £30,619. The charity reported a net expenditure of £156,283 against incoming resources of £125,419, resulting in a net decrease in funds of £58,395 for the year. The trustees maintain a reserves policy to ensure sufficient funds to meet ongoing operating expenditure in the event of a significant fall in income.
What the accounts disclose
“It is the policy of the Trustees to maintain unrestricted funds, which include the free reserves of the Trust, at a level that, in the event of a significant fall in income, would provide sufficient funds to meet the ongoing operating expenditure.” — page 5
Register events
- Received assets from another charity (15/05/2025)
Trustees
- CLIVE EDMUND SMITHchair
- Barnaby Sturgess
- CHERYL PHAROAH
- CHRISTOPHER THOMAS SAUL
- Craig Ewan Shevas
- George Oliver
- Harinder Kaur Sahota
- Professor Surinder Mohan Sharma
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £125k | £156k |
| 31/03/2024 | £127k | £89k |
| 31/03/2023 | £114k | £125k |
| 31/03/2022 | £97k | £96k |
| 31/03/2021 | £36k | £23k |
Common questions
Is R. DAPHNE PLUNKET CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total net assets stood at £3,472,594, comprising a large endowment fund of £3,441,975 and restricted and unrestricted funds totaling £30,619. The charity reported a net expenditure of £156,283 against incoming resources of £125,419, resulting in a net decrease in funds of £58,395 for the year. The trustees maintain a reserves policy to ensure sufficient funds to meet ongoing operating expenditure in the event of a significant fall in income. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE KNIGHTLAND FOUNDATION | 1 | £80k |
| SF FOUNDATION | 1 | £33k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST LAURENCE, NORTHFIELD BIRMINGHAM | 1 | £12k |
| THE SCOTT BADER COMMONWEALTH LIMITED | 1 | £3k |
Charities like this
- Leicestershire and Rutland Freemasons' Charity (LRFC)
- THE LEN PICK TRUST
- LIVING WITHOUT ABUSE
- DUKE OF DEVONSHIRE'S CHARITABLE TRUST
- MEKADSHEI SHEVEI CHARITABLE TRUST
- ROYAL DOCKS TRUST (LONDON)
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| R. DAPHNE PLUNKET CHARITABLE TRUST | £125k | — | 0 | unclear | — | no doubt |
| Leicestershire and Rutland Freemasons' Charity (LRFC) | £119k | — | 0 | above | — | no doubt |
| THE LEN PICK TRUST | £191k | — | 0 | unclear | — | no doubt |
| LIVING WITHOUT ABUSE | £1.8m | — | 0 | unclear | — | no doubt |
| DUKE OF DEVONSHIRE'S CHARITABLE TRUST | £256k | — | 0 | below | — | no doubt |
| MEKADSHEI SHEVEI CHARITABLE TRUST | £156k | — | 0 | unclear | — | no doubt |