THE ROYAL AIR FORCE BENEVOLENT FUND

Charity Number: 1081009
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

(a) Providing relief and assistance to past and present members of the Royal Air Force and their dependants who are in need as a result of poverty, disability, sickness, infirmity or otherwise. (b) enhancing the morale and well being of serving members of the Royal Air Force (c)Maintaining the RAF war memorial on the Victoria embankment, London.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£19,003,000

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Donations and legacies £13.82m
Charitable activities £1.42m
Other trading activities £271.00k
Investments £2.52m
Other £978.00k

Total expenditure:
£24,133,000

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Raising funds £5.22m
Charitable activities £18.92m
Other £0

£4,653,000 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £5.22m
Charitable expenditure £18.92m

People

129 Employee(s)

12 Trustee(s)

49 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 3
£70k to £80k 2
£80k to £90k 1
£90k to £100k 2
£140k to £150k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Armed Forces/emergency Service Efficiency
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales
  • Argentina
  • Australia
  • Austria
  • Belgium
  • Canada
  • Chile
  • Cyprus
  • France
  • Germany
  • Guyana
  • Hong Kong
  • Hungary
  • India
  • Ireland
  • Israel
  • Jamaica
  • Malaysia
  • Malta
  • Mexico
  • Monaco
  • New Zealand
  • Northern Ireland
  • Philippines
  • Poland
  • Scotland
  • Singapore
  • Slovakia
  • South Africa
  • Spain
  • Thailand
  • Turkey
  • United States
  • Zimbabwe

Governance

Registration history:
  • 07 January 2008: Standard registration
Organisation type:
Other
Other names:

No other names

Company number:
ZC000201 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Alan Fraser Porter Trustee 01 November 2024
None on record
Clive Alan Martland Trustee 30 September 2022
None on record
Rachel Sarah Prendergast Trustee 30 September 2022
None on record
Dr Sophie Joanne Allen Trustee 30 September 2022
None on record
Lady Susan Meredith Mayhew Trustee 30 September 2022
None on record
Richard Nicholas Daniel Trustee 01 February 2022
None on record
Richard Cryer Trustee 01 June 2021
None on record
Allyson Arnold Trustee 01 June 2021
None on record
Patrick Anthony Richard Aylmer Trustee 01 June 2021
THE RAF BENEVOLENT FUND HOUSING TRUST LIMITED
Received: On time
Alison Benjamin Trustee 01 June 2021
BARNET YOUTH ZONE
Received: On time
Alastair Irvine Trustee 24 September 2020
None on record
Sarah-Jane Louise Davis Trustee 01 June 2020
THE RAF BENEVOLENT FUND HOUSING TRUST LIMITED
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £21.94m £19.14m £25.53m £23.85m £19.00m
Total expenditure £33.99m £31.14m £22.36m £22.48m £24.13m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £594.00k £34.00k £43.00k N/A
Income - Donations and legacies £14.91m £13.72m £15.71m £16.33m £13.82m
Income - Other trading activities £457.00k £360.00k £566.00k £399.00k £271.00k
Income - Charitable activities £1.87m £1.23m £1.05m £1.13m £1.42m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £2.70m £2.75m £2.48m £2.71m £2.52m
Income - Other £2.01m £1.08m £5.72m £3.28m £978.00k
Income - Legacies £10.08m £7.72m £11.49m £11.64m £9.07m
Expenditure - Charitable activities £28.26m £26.03m £17.66m £17.47m £18.92m
Expenditure - Raising funds £5.73m £5.11m £4.70m £5.01m £5.22m
Expenditure - Governance £662.00k £788.00k £642.00k £274.00k £376.00k
Expenditure - Grants institution £5.02m £3.37m £2.96m £4.56m £3.16m
Expenditure - Investment management £371.00k £215.00k £303.00k £338.00k £332.00k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £41.94m £40.93m £36.80m £34.59m £36.25m
Long-term investments £82.39m £78.26m £83.11m £71.64m £76.07m
Other assets £15.12m £10.67m £18.08m £23.53m £15.42m
Defined benefit pension scheme asset or liability -£13.73m -£16.53m -£13.47m -£3.06m -£2.80m
Total liabilities £2.88m £3.42m £2.56m £2.58m £2.13m

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 December 2023 08 August 2024 On Time
Accounts and TAR 31 December 2023 08 August 2024 On Time Download Open in new window
Annual return 31 December 2022 12 October 2023 On Time
Accounts and TAR 31 December 2022 12 October 2023 On Time Download Open in new window
Annual return 31 December 2021 12 October 2022 On Time
Accounts and TAR 31 December 2021 12 October 2022 On Time Download Open in new window
Annual return 31 December 2020 21 October 2021 On Time
Accounts and TAR 31 December 2020 21 October 2021 On Time Download Open in new window
Annual return 31 December 2019 30 October 2020 On Time
Accounts and TAR 31 December 2019 30 October 2020 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.

ROYAL CHARTER GRANTED 24/11/1999 AS AMENDED ON 10/03/2004 AS AMENDED ON 26/09/2008

Charitable objects

A) THE MAINTENANCE, UPKEEP AND REPAIR OF THE WAR MEMORIAL KNOWN AS THE RAF MEMORIAL SITUATED AT THE VICTORIA EMBANKMENT, LONDON; AND B) THE RELIEF AND ASSISTANCE BY ALL AVAILABLE MEANS OF ALL OR ANY OF THE FOLLOWING CLASSES OF BENEFICIARIES WHO ARE IN NEED OF SUCH RELIEF OR ASSISTANCE BY REASON OF POVERTY, DISABILITY, SICKNESS, INFIRMITY OR OTHERWISE, NAMELY:- I) ALL PERSONS OF ALL RANKS WHO ARE OR HAVE OR SHALL HAVE BEEN AT ANY TIME OR SHALL BE AT ANY TIME MEMBERS OF THE ROYAL AIR FORCE, THE ROYAL AUXILIARY AIR FORCE, THE ROYAL AIR FORCE RESERVES, THE WOMEN'S ROYAL AIR FORCE, THE WOMEN'S AUXILIARY AIR FORCE OR THE AIR FORCE OR AUXILIARY AIR FORCE OF ANY PRESENT OR FORMER COLONY DOMINION OR DEPENDENT TERRITORY OF GREAT BRITAIN OR MEMBERS OF ANY FORMER ORGANISATION THE PLACE OF WHICH HAS SUBSTANTIALLY BEEN TAKEN BY THE SAID ORGANISATIONS OR ANY OF THEM, OR MEMBERS OF ANY FUTURE ORGANISATIONS WHICH HEREAFTER SHALL SUBSTANTIALLY TAKE THE PLACE OF THE SAID ORGANISATIONS OR ANY OF THEM; AND II) ALL PERSONS WHO SHALL AT ANY TIME HAVE BEEN OR BE WIDOWS, WIDOWERS, CHILDREN OR OTHER DEPENDANTS OF ANY OF THE PERSONS ABOVE REFERRED TO; AND (C) THE PROMOTION OF THE EFFICIENCY OF THE ROYAL AIR FORCE PRINCIPALLY BY, BUT NOT LIMITED TO, PROVIDING SUPPORT AND ASSISTANCE BY ANY MEANS TO ANY PERSONS WHO ARE SERVING IN THE ROYAL AIR FORCE AND THEIR DEPENDANTS WITH A VIEW TO ENHANCING THE MORALE AND WELL BEING OF SERVING MEMBERS OF THE ROYAL AIR FORCE.

Area of benefit

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

NOT DEFINED.

Linked charities

Linked charities
Linked charity 1081009-4 DOUGLAS TURNER BENEFACTION
Governing document
UNKNOWN (CREATED IN 1943)
Charitable objects
ASSISTANCE OR BENEFIT, INCLUDING THE EDUCATION OF PAST, PRESENT AND FUTURE PILOTS AND NAVIGATORS AND THEIR DEPENDANTS.
Area of benefit
NATIONAL
Registration history
  • 07 January 2008 : Standard registration

Contact information

Address:
ROYAL AIR FORCE BENEVOLENT FUND
67 PORTLAND PLACE
LONDON
W1B 1AR
Phone:
020 7580 8343
Email:
mail@rafbf.org.uk
Website:

www.rafbf.org Open in new window