R. DAPHNE PLUNKET CHARITABLE TRUST
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?
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 |
|---|---|---|
| SF FOUNDATION | 1 | £33k |
| THE KNIGHTLAND FOUNDATION | 1 | £30k |