Finance Score: -7

Governance Score: 3

Support Score: 1

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs high: -5

Dynamic board: +3

Overall weighted support: +1

Overall GiG Score: -3

THE ROYAL AGRICULTURAL BENEVOLENT INSTITUTION

Farming's oldest and largest charity providing tailored support to those in need in the farming community, across England and Wales, who work and have worked in agriculture and their families.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £73,789,592 available, equivalent to 131 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely 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
31/12/23	£5,185	£6,755	£-1,570	£1,519	£81,819	£73,790	131.1	53	492
31/12/22	£5,830	£9,939	£-4,109	£2,577	£76,272	£68,494	82.7	112	589
31/12/21	£6,322	£7,909	£-1,587	£2,127	£86,109	£77,426	117.5	133	878
31/12/20	£5,770	£7,904	£-2,134	£2,280	£82,893	£75,316	114.3	143	883
31/12/19	£7,114	£8,406	£-1,292	£2,134	£82,991	£75,430	107.7	148	861
31/12/18	£7,628	£7,284	£344	£1,976	£62,546	£56,840	93.6	144	0
31/12/17	£8,446	£6,608	£1,838	£772	£70,229	£63,581	115.5	102	0
31/12/16	£6,036	£6,407	£-371	£719	£66,408	£59,989	112.4	98	0
31/12/15	£5,680	£5,810	£-130	£705	£63,021	£56,838	117.4	96	0
31/12/14	£6,464	£5,984	£480	£572	£62,683	£56,824	114	90	0
31/12/13	£6,340	£6,357	£-17	£535	£61,370	£55,948	105.6	92	0
31/12/12	£10,551	£5,729	£4,822	£520	£56,798	£51,977	108.9	84	0
31/12/11	£5,117	£5,161	£-44	£514	£47,745	£42,932	99.8	83	0
31/12/10	£5,105	£5,033	£72	£1,068	£46,654	£41,591	99.2	88	0
31/12/09	£6,330	£4,879	£1,452	£856	£42,241	£37,329	91.8	87	0
31/12/08	£5,162	£4,913	£249	£943	£37,448	£32,589	79.6	87	0
31/12/07	£5,040	£5,471	£-432	£813	£45,182	£39,742	87.2	79	0
31/12/06	£4,005	£4,054	£-48	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£5,341	£3,955	£1,386	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£3,517	£3,853	£-336	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 59.8%
Fundraising Costs/Total Spending: 28.3%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 0%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 131.1 months
Net Current Assets/Spending: 7 months
Quick Ratio: 7

Asset Split ?

Balance Sheet History

Established: 61 years

www.rabi.org.uk

info@rabi.org.uk

01865724931

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Education/Training
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Provides financial or material assistance

How it operates

Makes grants to individuals
Other charitable activities
Provides other finance
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
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.

Specific Donations

Amount	When Months	To be used for
CHK Foundation - CHK Discretionary Grant
£5,000	11/01/2021	unrestricted, to further the Charitable Objects

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

ANDREW ROBERT PARRY Appointed: 2023

DANIEL VIVIAN DELME HARRIES Appointed: 2020

DIANA CAROLINE OVERTON Appointed: 2022

GRAEME TAYLOR Appointed: 2024

JEAN WOOLLISCROFT Appointed: 2019

JOHN WILLIAM STANLEY (Chair) Appointed: 2016

JOHN LEILLIOTT Appointed: 2022

JONATHAN HUGH CHRISTOPHER SAXTON Appointed: 2023

MARK HERROD Appointed: 2021

SUE LISTER Appointed: 2018

SIMON PHILIP ROBSON THORP Appointed: 2024

Legal constitution

Charity registered in England & Wales on 22/09/1963, number: 208858

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: GEORGE MOORE
Linked charity: GEORGE BLAKER
Linked charity: GEORGE CHEVELEY
Linked charity: MARY GARDNER TRUST
Linked charity: THOMAS KING HARDING
Linked charity: MRS F I JOHNSON
Linked charity: FREDERICK CHARLES MARSHALL MEMORIAL
Linked charity: CAROLINE FLORENCE BRAY
Linked charity: HENRY TRUEMAN MILLS
Linked charity: J AND S FIELD MEMORIAL
Linked charity: THOMAS JOHN BROWNING
Linked charity: ANNIE MARY WAKEFIELD
Linked charity: JOSEPH FREARSON PENSION
Linked charity: WILLIAM EDMUND AND MARY CANT ANNUITIES
Linked charity: SUSANNAH FEARNSIDES
Linked charity: MRS MARY JULIANA WHITEHEAD
Linked charity: FENWICK RICHARDS
Linked charity: ROBERT HILDER
18/02/2016 - Asset transfer in from THE JONATHAN BILLING CHARITABLE TRUST
18/11/2020 - Asset transfer in from GRANTHAM AND DISTRICT YOUNG FARMERS' 1977 SILVER JUBILEE CHARITY FUND
23/03/2022 - Asset transfer in from GRANTHAM AND DISTRICT YOUNG FARMERS' 1977 SILVER JUBILEE CHARITY FUND
09/02/2023 - Asset transfer in from MARKET BOSWORTH AGRICULTURAL HORTICULTURAL AND EQUESTRIAN SOCIETY

Other Regulators

Care Quality Commission

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

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from GRANTHAM AND DISTRICT YOUNG FARMERS' 1977 SILVER JUBILEE CHARITY FUND on 18/11/2020
Asset transfer in from GRANTHAM AND DISTRICT YOUNG FARMERS' 1977 SILVER JUBILEE CHARITY FUND on 23/03/2022
Asset transfer in from MARKET BOSWORTH AGRICULTURAL HORTICULTURAL AND EQUESTRIAN SOCIETY on 09/02/2023

Main office

SHAW HOUSE
27 WEST WAY
BOTLEY
OXFORD
OX2 0QH

Objectives

THE OBJECTS OF THE CORPORATION SHALL BE THE PREVENTION AND RELIEF OF NEED, HARDSHIP ORDISTRESS IN SUCH MANNER AS THE TRUSTEES IN THEIR DISCRETION THINK FIT TO SUCH PERSONS WHOARE, OR HAVE BEEN, EMPLOYED OR ENGAGED IN THE FARMING INDUSTRY, OR THE DEPENDANTS OFSUCH PERSONS

Defined Area of Benefit:

NATIONAL

Data Sources

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