CCEW Charity Commission profile

R. DAPHNE PLUNKET CHARITABLE TRUST

Registered charity 1105818 · organisation 3997033

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
10 September 2004
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£125,419
Latest expenditure
£156,283
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: CHARITY LINK, 20A MILLSTONE LANE, LEICESTER, LE1 5JN

Website recorded by the regulator: http://www.charity-link.org/r-daphne-plunket (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
24 December 2025
Date Accounts Received
24 December 2025
Total Gross Income
£125,419
Total Gross Expenditure
£156,283
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
4 December 2024
Date Accounts Received
4 December 2024
Total Gross Income
£126,639
Total Gross Expenditure
£88,694
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
16 January 2024
Date Accounts Received
16 January 2024
Total Gross Income
£113,513
Total Gross Expenditure
£124,517
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
18 January 2023
Date Accounts Received
18 January 2023
Total Gross Income
£97,173
Total Gross Expenditure
£95,931
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
29 January 2022
Date Accounts Received
29 January 2022
Total Gross Income
£36,423
Total Gross Expenditure
£23,488

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 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
24 December 2025
Total Gross Income
£125,419
Total Gross Expenditure
£156,283
Grant Making Is Main Activity
Yes
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
4 December 2024
Total Gross Income
£126,639
Total Gross Expenditure
£88,694
Grant Making Is Main Activity
Yes
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
16 January 2024
Total Gross Income
£113,513
Total Gross Expenditure
£124,517
Grant Making Is Main Activity
Yes
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
18 January 2023
Total Gross Income
£97,173
Total Gross Expenditure
£95,931
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
29 January 2022
Total Gross Income
£36,423
Total Gross Expenditure
£23,488
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Leicester City
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Leicestershire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Rutland
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name
R. DAPHNE PLUNKET CHARITABLE TRUST
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2025-05-15T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
262003
Assoc Registered Charity Number
262003
Assoc Charity Name
THE MANSION TRUST (UK )
Charity Name
R. DAPHNE PLUNKET CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2004-09-10T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
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
LEICESTERSHIRE AND RUTLAND

09 Official extract

Charity Policy

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