Finance Score: -1
Governance Score: -1
Support Score: 9
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Large legacies income: +1
  • Multiple Deficits: -2
  • Fundraising costs high: -2
  • No volunteer policy: -2
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Mainly male board: -1
  • Overall weighted support: +9
Overall GiG Score: 7 ?

THE NOT FORGOTTEN ASSOCIATION (NFA)

The charity acts for the benefit of service and ex-service personnel with disabilities, or who are wounded, by organising, or providing items for, leisure e.g. TVs and licences, and recreational activities, travel, holidays and outings
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • This charity has a robust balance sheet
  • This charity has received considerable income from legacies in recent years
  • The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?
  • The Board is predominantly male

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • On several occasions in recent years income has been less than spending
  • Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,079£1,367£-288£225£2,287£2,09118.4010
31/03/22£987£1,176£-189£232£2,654£2,34423.91010
?31/03/21£995£1,081£-86£227£2,672£2,22624.71015
31/03/20£1,768£1,347£421£217£2,388£1,92517.21011
31/03/19£1,189£1,281£-92£210£2,148£1421.31010
31/03/18£1,265£1,274£-9£212£2,243£2,23621.1100
31/03/17£1,006£1,387£-381£196£2,310£2,30319.980
31/03/16£1,094£1,369£-274£173£2,418£2,36220.770
31/03/15£1,082£1,341£-258£208£2,889£2,7972570
31/03/14£1,245£1,123£122£175£3,052£3,04232.550

Financial Ratios
Fundraising Costs/Relevant Income: 22%
Fundraising Costs/Total Spending: 16.5%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 2%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 18.4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 5.7
Asset Split ?
Balance Sheet History
Established: 12 years

www.nfassociation.org

finance@thenotforgotten.org

020 7730 2400

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • Recreation
GiG Classification
  • Amusement and recreation services, incl holidays
How it operates
  • Makes grants to individuals
  • Other charitable activities
Where it operates
  • Northern Ireland, Scotland, Throughout England And Wales,
Who it helps
  • Other Defined Groups
  • People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Ministry of Defence£223,000
Armed Forces Covenant Fund Trust£60,000
Westminster Foundation£55,004
Seafarers UK£36,000
Dulverton Trust£12,000
Specific Donations
Amount When
Months
To be used for
Masonic Trust - MCF Matched Funding
£3,000 29/01/2024
Unrestricted matched funding in partnership with the local masonic province
Seafarers UK - Grant to Not Forgotten Association
£8,000 06/07/2023
Grant funding to provide entertainment, activities and sporting challenges for seafaring veterans in order to promote a sense of community, improve physical and mental health, and address isolation and loneliness.
Westminster Foundation - Offices grant - Not Forgotten Association - 10/01/2022
£55,004 01/10/2022
48
Rent reimbursement
Seafarers UK - Grant to Not Forgotten Association
£7,000 07/07/2022
Grant funding towards the core costs of running events in 2022 for Merchant Navy and Royal Navy & Royal Marines.
Seafarers UK - Grant to Not Forgotten Association
£7,000 11/03/2021
Grant funding to provide support to 300 former Merchant Navy personnel through recreational and entertainment events and activities to help prevent loneliness and isolation.
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000 12/02/2021
The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.
Ministry of Defence - Covenant Fund
£10,000 14/08/2020
Small grants of up to £10,000 towards creative and engaging projects, that can be delivered under social restrictions, for people from Armed Forces communities who are isolated as a result of the Covid-19 pandemic.
Armed Forces Covenant Fund Trust - COVID IMPACT FUND
£60,000 25/06/2020
Funding allowed the group to continue to provide comfort and cheer to those elderly veterans who are isolated, lonely and most vulnerable during this pandemic.
Ministry of Defence - Covid-19 Impact Fund
£60,000 15/06/2020
To maintain services and activities where organisations' finances had been impacted by Covid
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£20,000 15/05/2020
to provide immediate support for vulnerable veterans with reduced social contact
Seafarers UK - Grant to Not Forgotten Association
£7,000 02/04/2020
Grant funding to provide quality entertainment and recreational events and activities to Merchant Seamen around the UK in order to combat isolation and loneliness.
Seafarers UK - Grant to Not Forgotten Association
£7,000 02/04/2020
Grant funding to provide quality entertainment and recreational events and activities to Merchant Seamen around the UK in order to combat isolation and loneliness.
Ministry of Defence - Financial Assistance/Support
£98,000 01/04/2020
Banking fines - Treasury to direct to various Armed Forces causes
Dulverton Trust - Entertainment Events for elderly Veterans
£12,000 12/02/2020
Entertainment Events for elderly Veterans
National Lottery Community Fund - Christmas Break for Injured Veterans
£10,000 25/07/2019
12
The funding will be used to deliver a Christmas respite break for military veterans who have long term illnesses, disabilities or who are experiencing the effects of mental ill health. The project aims to improve wellbeing and reduce social ....more
Ministry of Defence - Financial Assistance/Support
£98,000 01/04/2019
Banking fines - Treasury to direct to various Armed Forces causes
Seafarers UK - Grant to Not Forgotten Association
£5,000 12/12/2018
Grant funding towards a programme of activities and events enriching the lives of injured and wounded serving and former Merchant Navy personnel.
Seafarers UK - Grant to Not Forgotten Association
£5,000 12/12/2018
Grant funding towards a programme of activities and events enriching the lives of injured and wounded serving and former Merchant Navy personnel.
Garfield Weston Foundation - Main Grants award
£30,000 03/09/2018
Enriching the lives of injured Service personnel
Ministry of Defence - Financial Assistance/Support
£98,000 01/04/2018
Banking fines - Treasury to direct to various Armed Forces causes
National Lottery Community Fund - Concerts in Scottish Care Homes 2018
£8,200 30/01/2018
12
This organisation will deliver ten concerts for veterans living in care homes across Scotland.
National Lottery Community Fund - Christmas Break For Injured Veterans
£10,000 11/10/2017
12
This project will provide a Christmas break for injured veterans and their partners, bringing together 100 people from across the UK to build friendships and find support, which will help reduce isolation and loneliness.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split
Based on 12/13 persons

Age Range of Trustees: 41-78
  • ANDREW JOHN STOKES OBE MVO DL Appointed: 2024
  • DR CATHERINE MARY GOBLE Appointed: 2015, Occupation: Medical Practitioner
  • FRANCIS ROSEMAN Appointed: 2019, Occupation: Financial Consultant
  • JEREMY MICHAEL ARCHER MA Appointed: 2013
  • JAMES PARTRIDGE Appointed: 2015, Occupation: Lawyer
  • JAQUELINE GROSS Appointed: 2016, Occupation: Retired Gp Captain
  • LISA JANE GIBBARD Appointed: 2019, Occupation: Marketing Consultant
  • MARK NICHOLLS Appointed: 2013, Occupation: Stockbroker
  • NICHOLAS JOHN SANDALL Appointed: 2024
  • PAUL BOTTERILL Appointed: 2017, Occupation: Retired
  • SIMON NORMAN POST Appointed: 2019, Occupation: Businessman
  • STEPHEN WILLIAM GEORGE NEEL Appointed: 2018, Occupation: Partner
  • THOMAS MICHAEL ROBERT LONG Appointed: 2019, Occupation: Insurance
Legal constitution
  • Charitable company registered in England & Wales on 21/01/2013, number: 1150541
  • Registered at Companies House on 21/11/2012, number: 08302965
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • 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 expenses policy and procedures
Filing Record
10 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from THE QUEEN'S LANCASHIRE REGIMENT VETERANS CHARITY. on 05/05/2023
Main office

1st Floor
14 Buckingham Palace Road
London
SWIW 0QP

Objectives

THE CHARITY'S OBJECT IS RESTRICTED TO ACT GENERALLY FOR THE BENEFIT OF SERVICE AND EX-SERVICE PERSONNEL WITH DISABILITIES OR WHO ARE WOUNDED, INCLUDING THE ORGANISATION OF, OR PROVISION OF ITEMS OR FACILITIES FOR, LEISURE AND RECREATIONAL ACTIVITIES, TRAVEL, HOLIDAYS AND OUTINGS.

Data Sources

Charity Commission for England and Wales
360 Giving

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