PLUNKETT FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 7 January 1964
Removed: Not supplied
Company number supplied: 00213235
Financial period: 1 January 2025 – 31 December 2025
Latest income: £1,240,646
Latest expenditure: £1,272,065
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Plunkett Foundation, Unit 2-3, The Quadrangle, Banbury Road, Woodstock, OX20 1LH

Website recorded by the regulator: www.plunkett.co.uk (displayed as text)

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 23 September 2026
Date Accounts Received: 23 September 2026
Total Gross Income: £1,240,646
Total Gross Expenditure: £1,272,065

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 23 October 2025
Date Accounts Received: 23 October 2025
Total Gross Income: £1,425,128
Total Gross Expenditure: £1,438,798

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 25 October 2024
Date Accounts Received: 25 October 2024
Total Gross Income: £1,221,257
Total Gross Expenditure: £1,287,520

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 27 October 2023
Date Accounts Received: 27 October 2023
Total Gross Income: £1,052,262
Total Gross Expenditure: £1,091,608

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 27 September 2022
Date Accounts Received: 27 September 2022
Total Gross Income: £1,006,244
Total Gross Expenditure: £1,090,321

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 23 September 2026
Total Gross Income: £1,240,646
Total Gross Expenditure: £1,272,065
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £48,750
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 80001 90000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 23 October 2025
Total Gross Income: £1,425,128
Total Gross Expenditure: £1,438,798
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 80001 90000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 25 October 2024
Total Gross Income: £1,221,257
Total Gross Expenditure: £1,287,520
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 27 October 2023
Total Gross Income: £1,052,262
Total Gross Expenditure: £1,091,608
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £30,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 27 September 2022
Total Gross Income: £1,006,244
Total Gross Expenditure: £1,090,321
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £10,000
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 23 September 2026
Income Donations And Legacies: 36717
Income Other Trading Activities: 146596
Income Charitable Activities: 1016790
Income Investments: 27363
Income Other: 13180
Income Total Income And Endowments: 1240646
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,088,352
Expenditure Other: 183713
Expenditure Total: 1272065
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8750
Expenditure Support Costs: 850321
Expenditure Depreciation: 9311
Gain Loss Investment: 75337
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,061,498
Assets Total Fixed: 1038719
Assets Own Use: 33056
Assets Long Term Investment: 1005663
Defined Benefit Pension Scheme: 0
Assets Other Assets: £252,678
Assets Total Liabilities: £229,899
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,061,498
Creditors One Year Total Current: 229899
Creditors Falling Due After One Year: 0
Assets Cash: £65,921
Funds Endowment: 0
Funds Unrestricted: 1061498
Funds Restricted: 0
Funds Total: 1061498
Count Employees: 19
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 23 October 2025
Income Donations And Legacies: 130552
Income Other Trading Activities: 0
Income Charitable Activities: 1198311
Income Investments: 42402
Income Other: 53863
Income Total Income And Endowments: 1425128
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £9,218
Expenditure Charitable Expenditure: £1,429,580
Expenditure Other: 0
Expenditure Total: 1438798
Expenditure Investment Management: 9218
Expenditure Grants Institution: 0
Expenditure Governance: 8425
Expenditure Support Costs: 1004051
Expenditure Depreciation: 9787
Gain Loss Investment: 29018
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £890,600
Assets Total Fixed: 1092354
Assets Own Use: 35155
Assets Long Term Investment: 1057199
Defined Benefit Pension Scheme: 0
Assets Other Assets: £186,446
Assets Total Liabilities: £261,220
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,017,580
Creditors One Year Total Current: 261220
Creditors Falling Due After One Year: 0
Assets Cash: £127,186
Funds Endowment: 0
Funds Unrestricted: 890600
Funds Restricted: 126980
Funds Total: 1017580
Count Employees: 22
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 25 October 2024
Income Donations And Legacies: 140263
Income Other Trading Activities: 0
Income Charitable Activities: 867516
Income Investments: 35703
Income Other: 75693
Income Total Income And Endowments: 1119175
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,287,520
Expenditure Other: 0
Expenditure Total: 1287520
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8500
Expenditure Support Costs: 925153
Expenditure Depreciation: 7639
Gain Loss Investment: 15937
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £960,000
Assets Total Fixed: 1206072
Assets Own Use: 42606
Assets Long Term Investment: 1163466
Defined Benefit Pension Scheme: 0
Assets Other Assets: £85,205
Assets Total Liabilities: £289,045
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,002,232
Creditors One Year Total Current: 289045
Creditors Falling Due After One Year: 0
Assets Cash: £0
Funds Endowment: 0
Funds Unrestricted: 997311
Funds Restricted: 4921
Funds Total: 1002232
Count Employees: 20
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 27 October 2023
Income Donations And Legacies: 120364
Income Other Trading Activities: 0
Income Charitable Activities: 836505
Income Investments: 39794
Income Other: 55599
Income Total Income And Endowments: 1052262
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,091,608
Expenditure Other: 0
Expenditure Total: 1091608
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8250
Expenditure Support Costs: 866909
Expenditure Depreciation: 10375
Gain Loss Investment: -317573
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £734,000
Assets Total Fixed: 1383765
Assets Own Use: 34043
Assets Long Term Investment: 1349722
Defined Benefit Pension Scheme: 0
Assets Other Assets: £53,771
Assets Total Liabilities: £384,978
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,052,558
Creditors One Year Total Current: 384978
Creditors Falling Due After One Year: 0
Assets Cash: £0
Funds Endowment: 0
Funds Unrestricted: 1047637
Funds Restricted: 4921
Funds Total: 1052558
Count Employees: 18
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 27 September 2022
Income Donations And Legacies: 11688
Income Other Trading Activities: 8435
Income Charitable Activities: 937575
Income Investments: 41617
Income Other: 6929
Income Total Income And Endowments: 1006244
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,090,321
Expenditure Other: 0
Expenditure Total: 1090321
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8500
Expenditure Support Costs: 780253
Expenditure Depreciation: 10309
Gain Loss Investment: 171890
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,113,691
Assets Total Fixed: 1813206
Assets Own Use: 42395
Assets Long Term Investment: 1770811
Defined Benefit Pension Scheme: 0
Assets Other Assets: £181,139
Assets Total Liabilities: £584,868
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,409,477
Creditors One Year Total Current: 584868
Creditors Falling Due After One Year: 0
Assets Cash: £99,366
Funds Endowment: 0
Funds Unrestricted: 1363691
Funds Restricted: 45786
Funds Total: 1409477
Count Employees: 17
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

08 Official extract

Charity Event History

Charity Name: PLUNKETT FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-01-07T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 16/04/1948AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27/09/1956AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/08/1993AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/03/1993AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20/07/2006AS AMENDED BY SPECIAL RESOLUTION(S) DATED 25/06/2015AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09 SEP 2020AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 22 SEP 2023
Charitable Objects: THE CHARITY’S OBJECTS FOR THE PUBLIC BENEFIT ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING: 1. TO PROMOTE SOCIAL INCLUSION, BOTH NATIONALLY AND INTERNATIONALLY, BY SUPPORTING THE GROWTH OF THE COMMUNITY BUSINESS SECTOR PRIMARILY IN RURAL AREAS TO ASSIST THOSE WHO ARE SOCIALLY EXCLUDED, PREVENT PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY, IN PARTICULAR BUT NOT EXCLUSIVELY BY: A. PROVIDING OR ASSISTING IN THE PROVISION OF ADVISORY AND CONSULTANCY SERVICES,B. MANAGING PROJECTS INVOLVING THE COMMUNITY BUSINESS SECTOR, ANDC. CONTRIBUTING TO THE DEVELOPMENT OF POLICY CONCERNING THOSE ORGANISATIONS. FOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: BEING RESIDENT IN A RURAL LOCALITY WHICH LACKS, OR HAS RESTRICTED ACCESS TO, ADEQUATE FACILITIES AND AMENITIES OR WHICH HAS REDUCED OR LIMITED OPPORTUNITIES FOR SOCIAL ENGAGEMENT OR CAREER PROSPECTS; UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, DISABILITY, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS; CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY). 2. THE RELIEF AND PREVENTION OF RURAL POVERTY, BOTH NATIONALLY AND INTERNATIONALLY, BY THE PROVISION OF APPROPRIATE ASSISTANCE TO THE COMMUNITY BUSINESS SECTOR DIRECTED TO THAT AIM, IN PARTICULAR BUT NOT EXCLUSIVELY BY: A. PROVIDING OR ASSISTING IN THE PROVISION OF ADVISORY AND CONSULTANCY SERVICES,B. MANAGING PROJECTS INVOLVING THE COMMUNITY BUSINESS SECTOR, ANDC. CONTRIBUTING TO THE DEVELOPMENT OF POLICY CONCERNING THOSE ORGANISATIONS. 3. TO ADVANCE EDUCATION IN MATTERS RELATED TO THE COMMUNITY BUSINESS SECTOR AND THEIR POTENTIAL TO RELIEVE AND PREVENT POVERTY AND TO PROMOTE SOCIAL INCLUSION PRIMARILY IN RURAL AREAS, BOTH NATIONALLY AND INTERNATIONALLY. IN THESE OBJECTS THE TERM ‘COMMUNITY BUSINESS SECTOR’ MEANS CO-OPERATIVES, SOCIAL ENTERPRISES, COMMUNITY BENEFIT SOCIETIES AND OTHER ORGANISATIONS (ALL BEING A TYPE OF BUSINESS THAT TRADES PRODUCTS AND SERVICES FOR COMMUNITY BENEFIT, AND WHICH IS DEMOCRATICALLY OWNED AND CONTROLLED BY THE LOCAL COMMUNITY).
Area Of Benefit: NATIONAL AND OVERSEAS

10 Official extract

Charity Other Names

Charity Name Id: 156702
Charity Name Type: Previous name
Charity Name: PLUNKETT FOUNDATION

Charity Name Id: 687841
Charity Name Type: Working name
Charity Name: Plunkett UK

Charity Name Id: 156722
Charity Name Type: Previous name
Charity Name: PLUNKETT FOUNDATION FOR CO-OPERATIVE STUDIES

Charity Name Id: 156736
Charity Name Type: Working name
Charity Name: RURAL REVIVAL

11 Official extract

Charity Policy

Policy Name: Paying staff

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Conflicting interests