Finance Score: 2

Governance Score: -1

Support Score: 0

Strong growth: +2
No PartB

Mainly male board: -1

No supporters identified

Overall GiG Score: 1

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.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£114	£125	£-11	n/a	n/a	n/a	n/a	n/a
31/03/22		£97	£96	£1	n/a	n/a	n/a	n/a	n/a
31/03/21		£36	£23	£13	n/a	n/a	n/a	n/a	n/a
31/03/20		£31	£20	£11	n/a	n/a	n/a	n/a	n/a
31/03/19		£19	£16	£3	n/a	n/a	n/a	n/a	n/a
31/03/18		£19	£17	£1	£0	£0	£0	n/a	0
31/03/17		£18	£14	£4	£0	£0	£0	n/a	0
31/03/16		£16	£17	£-1	£0	£0	£0	n/a	0
31/03/15		£16	£19	£-2	£0	£0	£0	n/a	0
31/03/14	*	£17	£18	£-1	£0	£0	£0	n/a	0
31/03/13		£18	£19	£0	£0	£0	£0	n/a	0
31/03/12		£16	£15	£1	£0	£0	£0	n/a	0
31/03/11	*	£19	£17	£2	£0	£0	£0	n/a	0
31/03/10	*	£15	£19	£-5	£0	£0	£0	n/a	0
31/03/09		£18	£16	£2	£0	£0	£0	n/a	0
31/03/08		£20	£21	£-1	£0	£0	£0	n/a	0
31/03/07	*	£16	£27	£-11	£0	£0	£0	n/a	0
31/03/06		£13	£10	£3	£0	£0	£0	n/a	0
31/03/05	*	£13	£10	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 20 years

http://www.charity-link.org/r-daphne-plunket

info@charity-link.org

01162222200

Charity Commission for England and Wales

Tweets

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Leicester City, Leicestershire, Rutland,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

CLIVE EDMUND SMITH (Chair)

ANTHONY HENRY JARVIS, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), THE WORSHIPFUL COMPANY OF FRAMEWORK KNITTERS EDUCATION CHARITY, LEICESTER CHARITY ORGANISATION SOCIETY, THE CHILDREN'S HOSPITAL SCHOOL LEICESTER CHARITABLE TRUST,

CHERYL PHAROAH Appointed: 2012, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), ALDERMAN NEWTON'S EDUCATIONAL FOUNDATION, LEICESTER CHARITY ORGANISATION SOCIETY,

CHRISTOPHER THOMAS SAUL Appointed: 2017, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), LEICESTER CHARITY ORGANISATION SOCIETY, AGE UK LEICESTER SHIRE & RUTLAND HOME HELP LIMITED, AGE UK LEICESTER SHIRE AND RUTLAND LIMITED,

CRAIG EWAN SHEVAS Appointed: 2017, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), LEICESTER CHARITY ORGANISATION SOCIETY,

GEORGE OLIVER Appointed: 2019, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), LEICESTER CHARITY ORGANISATION SOCIETY,

HARINDER KAUR SAHOTA Appointed: 2021, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, THE MANSION TRUST (UK ), LEICESTER CHARITY ORGANISATION SOCIETY,

PROFESSOR SURINDER MOHAN SHARMA Appointed: 2017, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), LEICESTER ARTS CENTRE LIMITED, NATIONAL SPACE CENTRE, LEICESTER CHARITY ORGANISATION SOCIETY,

Legal constitution

Charity registered in England & Wales on 10/09/2004, number: 1105818

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Investing charity funds policy and procedures
Investment
Trustee conflicts of interest policy and procedures

Filing Record

19 returns made; AR14: 39 days late, AR11: 2 days late, AR10: 2 days late, AR07: 9 days late, AR05: 306 days late,

Main office

CHARITY LINK
20A MILLSTONE LANE
LEICESTER
LE1 5JN

Objectives

TO RELIEVE THOSE PERSONS LIVING IN LEICESTERSHIRE AND RUTLAND WHO ARE IN FINANCIAL NEED, HARDSHIP OR DISTRESS IN SUCH WAYS AS THE TRUSTEES THINK FIT, IN PARTICULAR BUT NOT EXCLUSIVELY THROUGH THE PROVISION OF GRANTS.

Defined Area of Benefit:

LEICESTERSHIRE AND RUTLAND

Data Sources