THE ROYAL NAVY AND ROYAL MARINES CHARITY

Charity number: 1117794
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To raise and deliver resources, working with others, to provide the best support to serving and former members of the Naval Service and their families.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£15,016,251

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Donations and legacies £8.18m
Charitable activities £3.08m
Other trading activities £1.78m
Investments £1.98m
Other £0

Total expenditure:
£19,171,847

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Raising funds £4.12m
Charitable activities £15.05m
Other £0

£3,337,347 investments gains (losses)

Total income includes £132,900 from 2 government grant(s)

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 £4.12m
Charitable expenditure £15.05m

People

97 Employee(s)

15 Trustee(s)

107 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£80k to £90k 2
£90k to £100k 2

One or more of the employees were formerly trustees

Fundraising

No information available

Trading

This charity has one or more 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:
  • General Charitable Purposes
  • Armed Forces/emergency Service Efficiency
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales
  • Scotland

Governance

Registration history:
  • 25 June 2007: Standard registration
  • 12 March 2025: Removed (Funds transferred (gi))
  • 12 March 2025: Funds transferred to
  • 12 March 2025: Funds transferred to
Organisation type:
Charitable company
Other names:

No other names

Company number:
06047294 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
  • 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

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Brian Gilvary Chair 23 April 2020
THE FRANCIS CRICK INSTITUTE LIMITED
Received: On time
Peter John Wilkinson Trustee 08 March 2025
Waypoint
Received: On time
Simon James HANSON Trustee 04 October 2024
None on record
BRIAN JAMES DUFFIN Trustee 17 April 2024
None on record
Simon Christopher LONG Trustee 17 April 2024
None on record
Cdre Catherine JORDAN Trustee 20 July 2023
None on record
Dr Josephine PABARI Trustee 01 December 2022
None on record
Barry Firth MBE Trustee 28 July 2022
SPIRIT OF NORMANDY TRUST
Received: On time
Dr Joanna KEOGH OBE Trustee 28 July 2022
None on record
JOHN BARTLETT Trustee 26 April 2022
HAIG HOUSING TRUST
Received: On time
Kathryn Jane PHIPPS-WILTSHIRE Trustee 22 October 2020
None on record
Michelle Joy WESTWOOD Trustee 22 October 2020
None on record
Simon Andrew Black Trustee 22 October 2020
None on record
Andrew Mark Edward ROBINSON Trustee 23 April 2020
Royal Marines Association - The Royal Marines Charity
Received: On time
Lieutenant Harriet Mary Delbridge Trustee 18 October 2017
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 £16.35m £11.38m £11.73m £13.21m £15.02m
Total expenditure £17.94m £18.04m £17.03m £18.37m £19.17m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £102.81k £2.73k N/A £132.90k
Income - Donations and legacies £6.77m £5.64m £6.09m £6.88m £8.18m
Income - Other trading activities £1.12m £1.04m £690.94k £1.45m £1.78m
Income - Charitable activities £2.57m £2.29m £3.20m £3.23m £3.08m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.27m £2.29m £1.72m £1.65m £1.98m
Income - Other £2.61m £122.11k £27.56k £0 £0
Income - Legacies £794.21k £217.48k £674.98k £737.16k £2.35m
Expenditure - Charitable activities £13.51m £15.10m £13.94m £14.36m £15.05m
Expenditure - Raising funds £4.43m £2.94m £3.09m £4.01m £4.12m
Expenditure - Governance £1.18m £1.06m £1.06m £1.26m £1.56m
Expenditure - Grants institution £8.37m £9.93m £6.99m £7.39m £7.01m
Expenditure - Investment management £646.80k £583.07k £604.77k £519.79k £429.68k
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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £3.28m £1.57m £1.62m £1.74m £2.98m
Long-term investments £95.31m £83.85m £87.55m £74.50m £76.47m
Other assets £7.34m £9.65m £10.83m £8.80m £9.13m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £7.60m £7.83m £9.65m £8.74m £8.84m

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 26 September 2024 On Time
Accounts and TAR 31 December 2023 26 September 2024 On Time Download Open in new window
Annual return 31 December 2022 30 October 2023 On Time
Accounts and TAR 31 December 2022 30 October 2023 On Time Download Open in new window
Annual return 31 December 2021 31 August 2022 On Time
Accounts and TAR 31 December 2021 31 August 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 05 October 2020 On Time
Accounts and TAR 31 December 2019 05 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.

MEMORANDUM AND ARTICLES INCORPORATED 10/01/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/01/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/06/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/03/2008 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18/03/2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/06/2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14/05/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/10/2012 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 08 JAN 2017 AS AMENDED ON 30 JAN 2020 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 16 AUG 2022

Charitable objects

3 SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT INCLUDING BUT NOT LIMITED TO:- 3.1 THE RELIEF IN NEED, HARDSHIP OR DISTRESS OF BENEFICIARIES AND THEIR FAMILIES AND DEPENDANTS; 3.2 THE ASSISTANCE WITH PROVISION OF OR CONTRIBUTION TO THE EDUCATION AND TRAINING OF CHILDREN OF BENEFICIARIES; AND 3.3 THE PROMOTION OF EFFICIENCY OF THE NAVAL SERVICE AND THE AUXILIARIES BY WAY OF THE ENHANCEMENT OF MORALE, THE IMPROVEMENT OF RECRUITMENT AND RETENTION, AND THE FURTHER RELIEF AND ENCOURAGEMENT, OF MEN AND WOMEN WHO ARE SERVING IN THE NAVAL SERVICE OR THE AUXILIARIES.

Area of benefit

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

NATIONAL AND OVERSEAS

Linked charities

Linked charities
Linked charity 1117794-3 FLEET AIR ARM BENEVOLENT TRUST
Governing document
CHARITY COMMISSION SCHEME SEALED 21 JUNE 2007 AS AMENDED BY SCHEME DATED 18 MAY 2017 AS AMENDED BY RESOLUTION DATED 01 JAN 2025
Charitable objects
(A) THE OBJECTS OF THE CHARITY ARE: (1) THE RELIEF OF BENEFICIARIES IN NEED BECAUSE OF AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE; AND (2) THE PROMOTION OF THE EFFICIENCY OF THE NAVAL SERVICE BY PROVIDING SUPPORT TO OR FOR BENEFICIARIES INCLUDING BY PROVIDING GRANTS, LOANS, GIFTS AND PENSIONS. BENEFICIARIES ARE DEFINED AS: (1) THE MEN AND WOMEN WHO ARE SERVING OR HAVE SERVED IN THE NAVAL SERVICE OR AUXILIARIES OR THE WOMEN’S ROYAL NAVAL SERVICE, INCLUDING INJURED PERSONNEL; AND (2) DEPENDANTS OF PERSONS, LIVING OR DECEASED, IDENTIFIED AT (1) ABOVE. (B) THE OBJECT OF THE CHARITY IS THE PROMOTION OF EFFICIENCY OF THE NAVAL SERVICE AND AUXILIARIES BY: (1) PROVIDING PRIZES AND AWARDS TO PERSONNEL OF THE NAVAL SERVICE AND AUXILIARIES; (2) PROVIDING FACILITIES AND ACTIVITIES FOR THE RECREATION, AMENITY AND RELIGIOUS ACTIVITY OF PERSONNEL OF THE NAVAL SERVICE AND AUXILIARIES AND THEIR DEPENDANTS, INCLUDING BUT NOT LIMITED TO COMMUNITY FACILITIES AND PLACES OF WORSHIP; (3) WHERE NEED HAS BEEN EVIDENCED, FUNDING TRAVEL, ACCOMMODATION AND SUBSISTENCE COSTS FOR PERSONNEL OF THE NAVAL SERVICE AND AUXILIARIES ON DEPLOYMENT OR RECRUITED FROM FOREIGN AND COMMONWEALTH COUNTRIES, AND THEIR DEPENDANTS; AND (4) PROVIDING AMENITIES, RECREATIONAL ACTIVITIES AND PATIENT COMFORTS FOR PERSONNEL OF THE NAVAL SERVICE AND AUXILIARIES RECEIVING MEDICAL CARE.
Area of benefit
NATIONAL
Registration history
  • 25 June 2007 : Standard registration
  • 12 March 2025 : Removed
  • 12 March 2025 : Asset transfer out
  • 12 March 2025 : Asset transfer out

Contact information

Address:
BUILDING 37
H M S Excellent
Whale Island
PORTSMOUTH
PO2 8ER
Phone:
02393 871520
Email:
theteam@rnrmc.org.uk
Website:

www.rnrmc.org.uk Open in new window