ROYAL ALFRED SEAFARERS' SOCIETY

Charity Number: 209776
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of care home facilities and housing for retired and disabled seafarers, their widows and dependants.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£3,157,375

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Donations and legacies £347.15k
Charitable activities £2.70m
Other trading activities £0
Investments £106.32k
Other £0

Total expenditure:
£4,679,044

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Raising funds £79.23k
Charitable activities £4.60m
Other £0

£175,643 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £79.23k
Charitable expenditure £4.60m

People

92 Employee(s)

9 Trustee(s)

22 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£90k to £100k 1

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

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Provides Services
Where the charity operates:
  • Surrey

Governance

Registration history:
  • 22 September 1962: Standard registration
  • 02 July 1992: Removed
Organisation type:
Other
Other names:
  • ROYAL ALFRED (Working name)
  • ROYAL ALFRED SEAFARERS (Working name)
  • ROYAL ALFRED SOCIETY (Working name)
  • ROYAL ALFRED SEAFARER'S SOCIETY (Previous name)
  • ROYAL ALFRED'S MERCHANT SEAMEN'S SOCIETY (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
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
  • Serious incident reporting policy and procedures
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Cedric Philip Wake OBE FNI Chair 30 May 2013
CHICHESTER CHAMBER CONCERTS
Received: On time
Dr Alison Lewis-Smith Trustee 24 May 2024
None on record
Captain Stephen CLINCH Trustee 16 May 2019
None on record
BERNARD WATSON Trustee 16 May 2019
KENTOWN SUPPORT
Recently registered
COMMANDER SUSAN E LOCHNER JP DL Trustee 26 May 2017
None on record
CAPTAIN ADRIAN McCOURT Trustee 29 May 2015
None on record
ANDREW PARKER Trustee 29 May 2014
THE MEOPHAM WINDMILL TRUST
Received: On time
Dorothy Ross-Tomlin Trustee
None on record
DOCTOR RICHARD REUBIN Trustee
None on record

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 £4.06m £3.76m £3.42m £3.04m £3.16m
Total expenditure £4.04m £3.92m £3.87m £4.08m £4.68m
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
Income - Donations and legacies £305.58k £662.70k £441.98k £619.82k £347.15k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £3.38m £2.84m £2.76m £2.25m £2.70m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £373.98k £259.49k £217.78k £175.03k £106.32k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £117.65k £310.00k £98.23k £261.02k £26.44k
Expenditure - Charitable activities £3.96m £3.80m £3.76m £4.00m £4.60m
Expenditure - Raising funds £84.80k £118.32k £115.91k £88.26k £79.23k
Expenditure - Governance £18.03k £24.78k £27.12k £26.70k £32.71k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £53.95k £40.91k £54.01k £39.31k £14.21k
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 £4.77m £4.88m £6.85m £9.49m £12.16m
Long-term investments £11.57m £9.67m £7.72m £5.63m £1.63m
Other assets £1.04m £2.07m £2.59m £415.83k £444.14k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £285.04k £385.63k £238.89k £258.90k £302.64k

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 02 October 2024 On Time
Accounts and TAR 31 December 2023 02 October 2024 On Time Download Open in new window
Annual return 31 December 2022 09 October 2023 On Time
Accounts and TAR 31 December 2022 09 October 2023 On Time Download Open in new window
Annual return 31 December 2021 04 October 2022 On Time
Accounts and TAR 31 December 2021 04 October 2022 On Time Download Open in new window
Annual return 31 December 2020 19 October 2021 On Time
Accounts and TAR 31 December 2020 19 October 2021 On Time Download Open in new window
Annual return 31 December 2019 01 October 2020 On Time
Accounts and TAR 31 December 2019 01 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 11/05/1977 AS AMENDED BY ORDER IN COUNCIL DATED 10/03/1982 AS AMENDED BY SUPPLEMENTAL CHARTER DATED 27/05/2014

Charitable objects

(A)PROVIDE, CARRY ON AND MAINTAIN HOMES OR HOUSING FOR THE CARE OF AGED, INFIRM, DISABLED OR DISADVANTAGED SEAFARERS WHO CAN PROVE SERVICE IN BRITISH OR COMMONWEALTH VESSELS SATISFACTORY TO THE SOCIETY, AND TO THEIR WIDOWS AND DEPENDENTS AND ANY OTHER PREMISES AND ESTABLISHMENTS WHICH MAY BE CONNECTED THEREWITH; (B)PROVIDE OTHER RELIEF INCLUDING MEDICAL CARE TO SEAFARERS OF ALL AGES AND TO THEIR DEPENDENTS WHO MAY BE IN NEED OF ASSISTANCE; (C)ACT AS TRUSTEE OR ALMONER FOR GRANTING RELIEF TO SEAFARERS OF ALL AGES AND IN NEED, AND TO THE WIDOWS AND DEPENDENTS OF ANY SUCH SEAFARERS OUT OF THE FUNDS OF THE SOCIETY, AND TO ANY OTHER RELEVANT BODY CORPORATE, UNINCORPORATED ASSOCIATION OR INDIVIDUALS; AND (D)PROMOTE AND CONCERN ITSELF WITH CHARITABLE WORK FOR THE BENEFIT OF SEAFARERS AND THEIR WIDOWS AND DEPENDENTS. WHERE ‘SEAFARER’ SHALL BE DEEMED TO INCLUDE ALSO EMPLOYEES OF SHIPPING COMPANIES, SHIP REPAIRERS, DOCK AREAS AND PORT AUTHORITIES, WORKERS IN CONNECTION WITH OFFSHORE PLATFORMS OF ALL DESCRIPTIONS, AND SUCH OTHER PERSONS WHO, IN THE OPINION OF THE SOCIETY, HAVE HAD CONNECTION WITH THE SEA OR THE SHIPPING INDUSTRY DURING THEIR WORKING LIVES.

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 209776-1 FLORENCE DE COURCY HERBERT FOR A SEAMEN'S HOSPITAL
Governing document
SCHEME OF 21 NOVEMBER 1962
Charitable objects
1. IN OR TOWARDS DEFRAYING THE COST OF PROVIDING AND EQUPPING AS AN ADDITION TO THE HOME FOR MERCHANT SEAMEN AT BELVEDERE RUN BY THE SOCIETY A BUILDING TO BE USES AS A PATIENTS' WARD AND TO BE CALLED THE ADMIRAL FREDERICK ANSTRUTHER HERBERT WARD. 2. REMAINDER OF INCOME IN OR TOWARD DEFRAYING THE COST OF THE UPKEEP AND MAINTENANCE OF THE SAID WARD.
Area of benefit
NOT DEFINED
Registration history
  • 22 September 1962 : Standard registration
  • 02 July 1992 : Removed

Contact information

Address:
Weston Acres
Woodmansterne Lane
Banstead
SM7 3HA
Phone:
07749380338
Email:
enquiries@royalalfred.org.uk
Website:

www.royalalfredseafarers.com Open in new window