Finance Score: -10

Governance Score: 3

Support Score: 6

Liabilities <10%: +3
Excess reserves: -5
Spending declining: -1
Multiple Deficits: -2
Fundraising costs high: -5

Dynamic board: +3

Overall weighted support: +6

Overall GiG Score: -1

THE ROYAL UNITED KINGDOM BENEFICENT ASSOCIATION

Our mission is to enable older people to lead independent and fulfilling lives. We do this by providing high quality advice & information services, befriending & support services and campaigning work on behalf of older people.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
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 £88,008,000 available, equivalent to 84 months of spending and so may not be able to utilise additional funding
Spending is declining
On several occasions in recent years income has been less than spending
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	£7,609	£12,570	£-4,961	£1,391	£166,521	£88,008	84	128	895
31/12/22	£7,794	£13,387	£-5,593	£1,749	£163,809	£90,535	81.2	137	1,194
31/12/21	£7,346	£12,469	£-5,123	£1,659	£177,481	£102,009	98.2	151	1,500
31/12/20	£8,685	£16,562	£-7,877	£2,060	£166,169	£93,590	67.8	160	1,800
31/12/19	£9,096	£18,506	£-9,410	£3,397	£174,433	£99,794	64.7	173	1,500
31/12/18	£9,877	£16,676	£-6,799	£2,487	£170,103	£95,425	68.7	138	0
31/12/17	£6,117	£11,546	£-5,429	£1,326	£184,484	£107,109	111.3	117	0
31/12/16	£7,181	£11,260	£-4,079	£1,301	£172,313	£87,727	93.5	109	0
31/12/15	£14,343	£7,928	£6,415	£1,036	£161,279	£85,480	129.4	98	0
31/12/14	£8,122	£10,013	£-1,891	£1,113	£149,113	£76,451	91.6	92	0
31/12/13	£8,168	£5,953	£2,215	£1,876	£151,263	£12,201	24.6	85	0
31/12/12	£9,443	£7,900	£1,543	£1,230	£130,137	£11,740	17.8	92	0
31/12/11	£14,669	£9,349	£5,321	£1,436	£121,896	£11,345	14.6	273	0
31/12/10	£12,204	£10,268	£1,936	£1,122	£114,565	£6,700	7.8	260	0
31/12/09	£11,761	£10,901	£860	£1,337	£100,117	£4,778	5.3	264	0
31/12/08	£12,968	£17,768	£-4,800	£1,585	£78,615	£2,161	1.5	266	0
31/12/07	£14,255	£19,383	£-5,128	£1,729	£95,322	£8,264	5.1	245	0
31/12/06	£14,021	£24,809	£-10,788	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£12,749	£21,410	£-8,661	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£13,201	£11,924	£1,277	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 78.9%
Fundraising Costs/Total Spending: 13.6%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 3%
Liabilities/Income: 64%
Unrestricted Funds/Total Funds: 53%
Reserves/Spending: 84 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.2

Asset Split ?

Balance Sheet History

Established: 62 years

www.independentage.org

charity@independentage.org

02076054206

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Other welfare services

How it operates

Makes grants to individuals
Provides advocacy/advice/information
Provides other finance
Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Elderly/Old People

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

Mercer's Charitable Foundation	£150,000
The Rayne Foundation	£100,000
Garfield Weston Foundation	£50,000
Community Foundation serving Tyne & Wear and Northumberland	£2,000

Specific Donations

Amount	When Months	To be used for
McCarthy Stone Foundation - 2023 Spring Community Grants
£1,995	09/03/2023	Grants up to £7,500 to support programmes that connect and engage older people through befriending and social inclusion
Community Foundation serving Tyne & Wear and Northumberland - Grant to The Royal United Kingdom Beneficent Association (RUKBA)
£2,000	19/01/2023	Towards the organisations charitable activities in the northeast of england
Garfield Weston Foundation - Major Grants award
£50,000	04/06/2021	Reconnections: supporting older people to find their own path out of loneliness
The Rayne Foundation - Grant to The Royal United Kingdom Beneficent Association
£100,000	24/08/2020	Towards a fund to support local organisations working with older people during C-19 and beyond
Mercer's Charitable Foundation - Grant to Independent Age
£150,000	04/12/2019 36	Sponsorship of a portion of the salary and on-costs for the Head of Innovation, Policy & Research role at the Campaign to End Loneliness
DCMS - Building Connections Fund
£44,000	02/01/2019	New England-wide project, which will gather evidence to address the key factors that are known to trigger loneliness. Will work with thousands of individual older people, over 2,000 organisations and up to 100 academics, to identify and create ....more New England-wide project, which will gather evidence to address the key factors that are known to trigger loneliness. Will work with thousands of individual older people, over 2,000 organisations and up to 100 academics, to identify and create solutions that grow relationships and resilience over time. Uses a strong, joined up approach involving people with lived experience.
National Lottery Community Fund - The Campaign to End Loneliness's Relationships and Resilience Project
£56,000	04/12/2018 24	The Campaign to End Loneliness's Relationships and Resilience Project
National Lottery Community Fund - Campaign to End Loneliness
£2,650,000	21/12/2016 47	Campaign to End Loneliness
National Lottery Community Fund - Campaign to End Loneliness development
£50,000	25/01/2016 6	Campaign to End Loneliness development
Tudor Trust - Grant to Independent Age
£120,000	20/10/2015 36	over three years as continuation funding towards core salaries and associated costs of the Campaign to End Loneliness, to support work with community organisations, and wider work to evidence need and share and encourage good practice
Tudor Trust - Grant to Independent Age
£125,000	11/11/2013 36	over three years towards salaries and associated costs to support the expansion and development of a national advice and information service for older people
Esmee Fairbairn - Grant to Independent Age
£108,900	28/08/2013	Towards core costs of the Campaign to End Loneliness, especially those associated with the development and growth of a learning network.
Tudor Trust - Grant to Independent Age
£172,000	18/08/2013 24	over two years towards core salaries and associated costs to support the campaign's work with community organisations, influencing commisssioning of older people's community services and building evidence of need
Esmee Fairbairn - Grant to Independent Age
£56,101	13/01/2010 24	Towards Project costs Towards the salary of a service development assistant to bring new services to isolated older people.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

AMITKUMAR NITIN PATEL Appointed: 2019

GUILLERMO PABLO DONADINI Appointed: 2022

HELENA REBECCA HERKLOTS Appointed: 2024

JANNINE ROSANNE EDGAR Appointed: 2023

JOAN ELLIOTT Appointed: 2023

JOSHUA GREENSPAN Appointed: 2024

JULIA SHELLEY Appointed: 2024

KAREN ELIZABETH BYRNE Appointed: 2019

LUCY SCHWAB BLYTHE Appointed: 2020

PROFESSOR CAROLINE GLENDINNING Appointed: 2022

RICHARD ANDERSON Appointed: 2020

Legal constitution

Charity registered in England & Wales on 11/08/1962, number: 210729

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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

Main office

18 Avonmore Road
LONDON
W14 8RR

Objectives

THE OBJECTS OF THE CHARITY ARE PRIMARILY TO ASSIST AND PROVIDE RELIEF TO OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE. THE CHARITY MAY ALSO ASSIST AND PROVIDE RELIEF TO OTHERS IN NEED BY REASON OF ILL-HEALTH, DISABILITY, SOCIAL OR FINANCIAL HARDSHIP.

Defined Area of Benefit:

THE BRITISH ISLES

Data Sources

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