R. DAPHNE PLUNKET CHARITABLE TRUST

Charity number: 1105818
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £125,419
Total expenditure: £156,283

People

8 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Leicester City
  • Leicestershire
  • Rutland

Governance

Registration history:
  • 10 September 2004: Standard registration
  • 15 May 2025: Funds received from 262003 THE MANSION TRUST (UK )
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CLIVE EDMUND SMITH Chair
None on record
Barnaby Sturgess Trustee 25 March 2025
LEICESTER INDIGENT OLD AGE SOCIETY
Received: On time
Harinder Kaur Sahota Trustee 25 May 2021
LEICESTER CHARITY ORGANISATION SOCIETY
Received: On time
LEICESTER INDIGENT OLD AGE SOCIETY
Received: On time
George Oliver Trustee 06 November 2019
LEICESTER CHARITY ORGANISATION SOCIETY
Received: On time
LEICESTER INDIGENT OLD AGE SOCIETY
Received: On time
Professor Surinder Mohan Sharma Trustee 07 November 2017
LEICESTER INDIGENT OLD AGE SOCIETY
Received: On time
LEICESTER CHARITY ORGANISATION SOCIETY
Received: On time
CHRISTOPHER THOMAS SAUL Trustee 09 May 2017
THE CONSANGUINITARIUM
Received: On time
LEICESTER CHARITY ORGANISATION SOCIETY
Received: On time
LEICESTER INDIGENT OLD AGE SOCIETY
Received: On time
AGE UK LEICESTER SHIRE & RUTLAND HOME HELP LIMITED
Received: On time
AGE UK LEICESTER SHIRE AND RUTLAND LIMITED
Received: On time
Craig Ewan Shevas Trustee 09 May 2017
LEICESTER CHARITY ORGANISATION SOCIETY
Received: On time
LEICESTER INDIGENT OLD AGE SOCIETY
Received: On time
CHERYL PHAROAH Trustee 07 November 2012
LEICESTER INDIGENT OLD AGE SOCIETY
Received: On time
ALDERMAN NEWTON'S EDUCATIONAL FOUNDATION
Received: On time
LEICESTER CHARITY ORGANISATION SOCIETY
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £36.42k £97.17k £113.51k £126.64k £125.42k
Total expenditure £23.49k £95.93k £124.52k £88.69k £156.28k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2025 24 December 2025 On time
Accounts and TAR 31 March 2025 24 December 2025 On time Download Open in new window
Annual return 31 March 2024 04 December 2024 On time
Accounts and TAR 31 March 2024 04 December 2024 On time Download Open in new window
Annual return 31 March 2023 16 January 2024 On time
Accounts and TAR 31 March 2023 16 January 2024 On time Download Open in new window
Annual return 31 March 2022 18 January 2023 On time
Accounts and TAR 31 March 2022 18 January 2023 On time Download Open in new window
Annual return 31 March 2021 29 January 2022 On time
Accounts and TAR 31 March 2021 29 January 2022 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 19 JANUARY 2004

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

LEICESTERSHIRE AND RUTLAND

Contact information

Address:
CHARITY LINK
20A MILLSTONE LANE
LEICESTER
LE1 5JN
Phone:
01162222200
Email:
info@charity-link.org
Website:

http://www.charity-link.org/r-daphne-plunket Open in new window