SURPLUS FUND OF THE ROYAL NAVY CLUB

Charity number: 248962
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provide financial assistance to eligible beneficiaries; actively seek to identify potential beneficiaries; monitor progress of invested funds under management

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £42,405
Total expenditure: £32,174

People

5 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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 Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 06 September 1966: Standard registration
Organisation type:
Trust
Other names:
  • ROYAL NAVY CLUB (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Commodore MICHAEL JOHN DELANE WALLIKER CBE Chair 20 January 2021
None on record
COMMODORE NICOLAS HENRY CHARLES TINDAL RN Trustee 09 October 2024
ROYAL NAVY (ROMAN CATHOLIC) TRUST
Received: On time
THE F E CLEARY SCHOOLS FUND
Received: On time
THE ALDGATE AND ALLHALLOWS FOUNDATION
Received: On time
COMMODORE PHILIP JOHN THICKNESSE Trustee 13 October 2016
None on record
COMMANDER ANDREW CHARLES GORDON-LENNOX RN Trustee 17 November 2011
None on record
REAR ADMIRAL IAIN ROBERT HENDERSON CB CBE DL Trustee
THE COUNTESS OF BRECKNOCK HOSPICE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £47.02k £40.33k £39.05k £42.92k £42.41k
Total expenditure £44.11k £41.53k £45.56k £35.85k £32.17k
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 2024 10 October 2024 On Time
Accounts and TAR 31 March 2024 10 October 2024 On Time Download Open in new window
Annual return 31 March 2023 15 January 2024 On Time
Accounts and TAR 31 March 2023 15 January 2024 On Time Download Open in new window
Annual return 31 March 2022 13 October 2022 On Time
Accounts and TAR 31 March 2022 13 October 2022 On Time Download Open in new window
Annual return 31 March 2021 14 October 2021 On Time
Accounts and TAR 31 March 2021 14 October 2021 On Time Download Open in new window
Annual return 31 March 2020 18 October 2020 On Time
Accounts and TAR 31 March 2020 18 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.

TRUST DEED DATED 7 NOVEMBER 1927 AMENDED BY DEED 14 NOVEMBER 2006.

Charitable objects

INCOME OF FUND TO BE APPLIED IN THE RELIEF OF DISTRESSED WIDOWS, LEGITIMATE ORPHAN CHILDREN AND SISTERS OF THOSE WHO HAVE BEEN MEMBERS OF THE ROYAL NAVY CLUB OF 1765 AND 1785 (UNITED 1889) BUT WHO HAVE CEASED TO BE SO BY DEATH OR RESIGNATION AFTER MORE THAN FIVE YEARS, AS THE COMMITTEE DIRECT.

Area of benefit

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

NATIONAL

Contact information

Address:
TRAFALGAR
2 Elston Meadow
Westwood
CREDITON
EX17 3SZ
Phone:
01363773421
Email:
secretary@royalnavyclub.org
Website:

www.royalnavyclub.org Open in new window