Finance Score: 0

Governance Score: 3

Support Score: 4

Good trustee age range: +3

Grant maker support: +4

Overall GiG Score: 7

DAME AGNES WESTON'S ROYAL CHARITY FOR THE NAVAL SERVICE

Promotion of the efficiency of the Royal Navy and Royal Marines and the advancement of the Christian Faith. To provide pastoral care and practical help for serving personnel of the Royal Navy and Royal Marines and their families.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£882	£809	£73	£11	£13,636	£207	3.1	43	20
31/03/22	£732	£767	£-36	£25	£13,967	£122	1.9	40	15
31/03/21	£536	£708	£-173	£21	£13,280	£81	1.4	37	14
31/03/20	£523	£679	£-156	£14	£10,596	£165	2.9	33	24
31/03/19	£539	£686	£-147	£18	£11,306	£267	4.7	31	4

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 3.1 months
Net Current Assets/Spending: 12 months
Quick Ratio: 17.6

Asset Split ?

Established: 6 years

www.aggies.org.uk

office@aggies.org.uk

02392650505

Charity Commission for England and Wales

Tweets

Listed activities

Armed Forces/Emergency Service Efficiency
General Charitable Purposes
Religious Activities

GiG Classification

Professional associations

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Scotland, Throughout England,

Who it helps

Children/Young People
Other Defined Groups

Who works here?

43 employees
20 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Ministry of Defence - Covenant Fund
£31,801	10/02/2023	"The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed ....more "The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties within a community to offer support to the local Armed Forces community and make it easier for Service personnel, families and veterans to access the help and support available from the MOD, from statutory providers and from the Charitable and Voluntary Sector. These organisations already work together in partnership at local level. 3) the scheme is intended to be a two-way arrangement and the Armed Forces community are encouraged to do as much as they can to support their community and promote activity which integrates the Service community into civilian life. "
Ministry of Defence - Covenant Fund
£31,801	10/02/2023	"The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed ....more "The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties within a community to offer support to the local Armed Forces community and make it easier for Service personnel, families and veterans to access the help and support available from the MOD, from statutory providers and from the Charitable and Voluntary Sector. These organisations already work together in partnership at local level. 3) the scheme is intended to be a two-way arrangement and the Armed Forces community are encouraged to do as much as they can to support their community and promote activity which integrates the Service community into civilian life. "
Ministry of Defence - Covenant Fund
£9,049	18/06/2021	For local projects that reduce isolation and promote integration

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 41-63

ADEOLA OLUDEMI Appointed: 2018, Occupation: Management Consultant, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ANDREW'S, CHORLEYWOOD, THE HEBE FOUNDATION,

HUGH JAMES LEONARD HARRIS Appointed: 2020, Occupation: Royal Navy Officer

PATRICK LYONS ALLEN (Chair) Appointed: 2021, Occupation: Royal Navy Officer

PETER NIGEL SELBY Appointed: 2022, Occupation: Captain Rfa

CAROLE BACKHOUSE Appointed: 2017, Occupation: Retired Naval Rating

LOUISE FRANCES VICTORIA WOOLLER Appointed: 2019, Occupation: Naval Officer

STUART SOMERVILLE Appointed: 2017, Occupation: Businessman

STEPHEN MARTIN Appointed: 2018, Occupation: Charity Worker

Legal constitution

Charitable company registered in England & Wales on 10/01/2018, number: 1176596
Registered at Companies House on 15/12/2017, number: 11114651

Gift Aid

Registered with HMRC for Gift Aid

Event History

12/02/2019 - Asset transfer in from DAME AGNES WESTON'S ROYAL SAILORS' RESTS
10/07/2023 - Asset transfer in from THE CALEB CHARITABLE TRUST

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

5 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE CALEB CHARITABLE TRUST on 10/07/2023

Main office

DAME AGNES WESTON'S ROYAL CHARITY
CASTAWAY HOUSE
311 TWYFORD AVENUE
PORTSMOUTH
PO2 8RN

Objectives

THE CHARITY'S OBJECT (THE OBJECT) WHICH IS FOR THE PUBLIC BENEFIT IS THE PROMOTION OF THE EFFICIENCY OF THE ROYAL NAVY AND ROYAL MARINES AND THE ADVANCEMENT OF THE CHRISTIAN FAITH.

Data Sources