Finance Score: -3

Governance Score: 9

Support Score: 8

Poor Liquidity: -1
Good Reserves: +1Volatile income: -3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 14

PLUNKETT FOUNDATION

Improvement of rural livelihoods through co-operative and social enterprise.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
Income has been volatile recently

Established: 60 years
(98 years as a company)

www.plunkett.co.uk

info@plunkett.co.uk

01993630022

Charity Commission for England and Wales

Tweets

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
31/12/22		£1,052	£1,092	£-39	£0	£1,053	£1,048	11.5	18
31/12/21		£1,006	£1,090	£-84	£0	£1,409	£1,364	15	17
31/12/20		£1,071	£1,090	£-19	£0	£1,322	£1,317	14.5	14
31/12/19		£1,166	£1,110	£56	£0	£1,283	£1,278	13.8	13
31/12/18		£1,429	£1,291	£138	£0	£994	£956	8.9	12
31/12/17		£1,626	£1,496	£130	£0	£958	£921	7.4	13
31/12/16		£1,221	£1,434	£-213	£0	£703	£667	5.6	14
31/12/15		£815	£1,213	£-398	£0	£804	£769	7.6	16
31/12/14		£1,065	£1,178	£-113	£9	£1,200	£1,155	11.8	16
31/12/13		£1,015	£1,255	£-240	£7	£1,281	£1,248	11.9	19
31/12/12		£2,625	£2,577	£48	£7	£1,343	£1,315	6.1	19
31/12/11		£3,349	£3,307	£42	£7	£1,155	£1,122	4.1	19
31/12/10		£2,584	£2,603	£-19	£8	£1,193	£1,162	5.4	17
31/12/09		£2,431	£2,538	£-107	£4	£1,088	£1,056	5	18
31/12/08	*	£2,860	£2,857	£3	£5	£1,088	£1,056	4.4	14
31/12/07		£1,114	£1,082	£31	£11	£1,366	£1,337	14.8	7
31/12/06	*	£1,729	£1,855	£-126	£0	£0	£0	n/a	0
31/12/05		£1,253	£1,198	£56	£0	£0	£0	n/a	0
31/12/04		£570	£546	£24	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 27%
Liabilities/Income: 37%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 11.5 months
Net Current Assets/Spending: -4 months
Quick Ratio: 0

Asset Split ?

Listed activities

Economic/Community Development/Employment
Education/Training

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

18 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Dulverton Trust	£134,910
National Lottery Community Fund	£75,000
Power to Change	£20,000
Suffolk Community Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
Power to Change - Plunkett Pubs and Shops 2022 (Research)
£20,000	15/03/2022	Grant to Plunkett Pubs and Shops 2022 (Research)
Dulverton Trust - #iwill Breaking down the barriers
£35,000	09/02/2022	#iwill Breaking down the barriers
Suffolk Community Foundation - East of England support fund
£10,000	19/11/2020 4	Small grants programme for the East of England.
National Lottery Community Fund - Safeguarding a support service for Rural Community Business during Covid19
£75,000	19/08/2020 6	The Plunkett will use the funding to enable them to safeguard and adapt the support they offer to rural community businesses affected by Covid-19.
Dulverton Trust - Strengthening Community Businesses UK-Wide
£99,910	10/06/2020	Strengthening Community Businesses UK-Wide
Power to Change - The Plunkett Foundation
£60,000	09/04/2019	Grant to The Plunkett Foundation
Power to Change - The Plunkett Foundation
£50,000	11/12/2018 11	Grant to The Plunkett Foundation
Power to Change - The Plunkett Foundation
£14,990	18/07/2018 2	Grant to The Plunkett Foundation
Power to Change - The Plunkett Foundation
£124,953	22/05/2018 12	Grant to The Plunkett Foundation
Power to Change - The Plunkett Foundation
£15,379	03/04/2017 9	Grant to The Plunkett Foundation
Dulverton Trust - Rural Community Ownership in Scotland
£25,000	15/02/2017	Rural Community Ownership in Scotland
Power to Change - The Plunkett Foundation
£69,227	01/01/2017 35	Grant to The Plunkett Foundation
Power to Change - The Plunkett Foundation
£102,750	19/12/2016 36	Grant to The Plunkett Foundation
Power to Change - The Plunkett Foundation
£55,760	01/10/2016 18	Grant to The Plunkett Foundation
Greater London Authority - Grant to Plunkett Foundation
£99,697	03/07/2015	For Urban Food Routes project to develop SME sector
National Lottery Community Fund - Making Local Woods Work
£1,151,111	09/06/2015 36	The MLWW project will pilot a model of woodland social enterprises to help address deep-rooted issues of social exclusion and a lack of employment and training opportunities within local communities, ....more The MLWW project will pilot a model of woodland social enterprises to help address deep-rooted issues of social exclusion and a lack of employment and training opportunities within local communities, as well as a lack of access to open space. The three year long project will support local communities to set up social enterprises to improve these areas, creating opportunities for economic growth, increased engagement with the outdoors, and result in better health and well-being for those involved.
Dulverton Trust - Rural Community Support in Scotland
£20,000	25/02/2014	Rural Community Support in Scotland
National Lottery Community Fund - Village SOS Support & Development Contract
£1,297,967	17/06/2011 24	This arrangement is to provide a series of activities promoting and supporting rural enterprise including an advice line, a series of road shows and a national conference as part of the Village SOS ....more This arrangement is to provide a series of activities promoting and supporting rural enterprise including an advice line, a series of road shows and a national conference as part of the Village SOS Active programme .

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-63

ADRIAN SMITH Appointed: 2022, Occupation: Chief Executive

ALEXANDER BEGG Appointed: 2022, Occupation: Director

ALISON JEFFERS Appointed: 2023, Occupation: Retired

CHRISTOPHER GEOFFREY COE Appointed: 2018, Occupation: Consultant

HELEN ALDIS Appointed: 2019, Occupation: Consultant

JEEVAN JONES Appointed: 2023, Occupation: Economist

MARTIN COLLETT Appointed: 2018, Occupation: Chief Executive, Other trusteeship: THE ALBERT KENNEDY TRUST,

RUTH MCAREAVEY Appointed: 2022, Occupation: Professor

STEPHEN NICOL (Chair) Appointed: 2020, Occupation: Director

SUZANNA PATCHETT Appointed: 2022, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 07/01/1964, number: 313743
Registered at Companies House on 16/04/1926, number: 00213235

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; AR08: 10 days late, AR06: 305 days late,

Main office

Plunkett Foundation
Unit 2-3
The Quadrangle
Banbury Road
Woodstock
OX20 1LH

Objectives

“1 THE RELIEF OF RURAL POVERTY AND SOCIAL EXCLUSION, BOTH NATIONALLY AND INTERNATIONALLY, BY THE PROVISION OF APPROPRIATE ASSISTANCE TO COOPERATIVES AND SOCIAL ENTERPRISES DIRECTED TO THAT AIM, IN PARTICULARLY BUT NOT EXCLUSIVELY BY; (A) PROVIDING OR ASSISTING IN THE PROVISION OF ADVISORY AND CONSULTANCY SERVICES; (B) MANAGING PROJECTS INVOLVING COOPERATIVES OR SOCIAL ENTERPRISES; AND (C) CONTRIBUTING TO THE DEVELOPMENT OF POLICY CONCERNING THOSE ORGANISATIONS.2 TO ADVANCE EDUCATION IN MATTERS RELATED TO COOPERATIVES AND SOCIAL ENTERPRISES AND THEIR POTENTIAL TO RELIEVE POVERTY AND SOCIAL EXCLUSION IN RURAL AREAS, BOTH NATIONALLY AND INTERNATIONALLY, IN PARTICULAR BUT NOT EXCLUSIVELY BY; (A) PROVIDING OR ASSISTING IN THE PROVISION OF EDUCATION AND TRAINING TO THE PUBLIC IN THE KNOWLEDGE AND SKILLS RELEVANT TO THEIR ESTABLISHMENT AND MANAGEMENT; (B) THE PROMOTION OR COMMISSION OF RESEARCH FOR THE PUBLIC BENEFIT; (C) PROVIDING AN EDUCATIONAL RESOURCE; AND (D) THE PUBLICATION OF BOOKS, PERIODICALS, PAMPHLETS OR OTHER PRINTED MATERIAL.”

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources