Finance Score: -6

Governance Score: -1

Support Score: 8

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
12+ Trustees: -1
Dynamic board: +3
Mainly male board: -1

Large volunteers +5
Grant maker support: +3

Overall GiG Score: 1

THE ROYAL NAVAL ASSOCIATION

The RNA is a rank-blind membership organisation primarily for serving and former serving RN personnel and the wider naval family, who are proud of their Naval Service. We seek to maintain the naval ethos and enjoy sharing experiences with like minded people while supporting each other in times of need. The mission of the RNA is to foster camaraderie through events, comms and welfare support.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from a grant maker
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 17 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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
31/12/22		£213	£278	£-65	n/a	n/a	n/a	n/a	n/a	1,110
31/12/21		£278	£402	£-124	n/a	n/a	n/a	n/a	n/a	13,000
31/12/20		£325	£303	£22	n/a	n/a	n/a	n/a	n/a	10,000
31/12/19		£366	£519	£-153	n/a	n/a	n/a	n/a	n/a	11,000
31/12/18		£419	£533	£-115	£0	£0	£0	n/a	0	10,500
31/12/17		£649	£575	£74	£21	£2,272	£1,912	39.9	6	0
31/12/16		£932	£698	£234	£15	£2,117	£1,780	30.6	5	0
31/12/15		£406	£352	£54	£0	£0	£0	n/a	0	0
31/12/14		£360	£512	£-152	£0	£0	£0	n/a	0	0
31/12/13		£428	£411	£17	£0	£0	£0	n/a	0	0
31/12/12		£413	£377	£37	£0	£0	£0	n/a	0	0
31/12/11		£402	£354	£48	£0	£0	£0	n/a	0	0
31/12/10		£285	£379	£-95	£0	£0	£0	n/a	0	0
31/12/09		£374	£385	£-11	£0	£0	£0	n/a	0	0
31/12/08		£256	£366	£-111	£0	£0	£0	n/a	0	0
31/12/07		£269	£307	£-38	£0	£0	£0	n/a	0	0
31/12/06		£420	£415	£5	£0	£0	£0	n/a	0	0
31/12/05		£415	£362	£53	£0	£0	£0	n/a	0	0
31/12/04	*	£396	£310	£86	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 50 years

www.royal-naval-association.co.uk

admin@royalnavalassoc.com

02392722983

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other individual and family services

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Australia, Cyprus, France, Ireland, Isle Of Man, Japan, Malta, Northern Ireland, Scotland, South Africa, Spain, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
1,110 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
£35,000	12/02/2021	Address social isolation by targeting specific groups within the Armed Forces community who are traditionally harder to reach.
Ministry of Defence - Supporting delivery of a public service
£7,000	01/04/2018	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.
Ministry of Defence - Supporting delivery of a public service
£6,000	01/04/2018	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.
Ministry of Defence - Supporting delivery of a public service
£6,000	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Ministry of Defence - Supporting delivery of a public service
£6,000	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Ministry of Defence - Supporting delivery of a public service
£7,000	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Ministry of Defence - Supporting delivery of a public service
£7,000	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Ministry of Defence - Financial Assistance/Support
£171,650	01/04/2017	Banking fines - Treasury to direct to various Armed Forces causes.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (17)

Current Trustees appointed

Gender Split

Based on 16/17 persons

VICE ADMIRAL DUNCAN LAURENCE POTTS CB Appointed: 2021

ANDREW CHRISTIE Appointed: 2023

IAN IRVIN Appointed: 2017

JAMES MARK SLAWSON OBE Appointed: 2014

KEITH CRAWFORD MBE

MAURICE FOLEY

MARY MARGUARITA LOCK MBE Appointed: 2013

PAUL STEPHENSON Appointed: 2015

PETER ERNEST GODWIN Appointed: 2016

PETER JAMES CHIVERS Appointed: 2022

ROSLYN HASTIE-MURRAY Appointed: 2022

STEPHEN JOHN ELLIOT Appointed: 2022

STIRLING SIMMONS Appointed: 2022

CLAIRE LOUISE ROBSON Appointed: 2021, Other trusteeship: THE ROYAL NAVY AND ROYAL MARINES CHILDREN'S FUND,

LANCE HIGGON-YOUNG Appointed: 2021, Other trusteeship: ROYAL NAVAL ASSOCIATION NUMBER SEVEN AREA,

STANLEY KEITH RIDLEY (Chair) Appointed: 2012, Other trusteeships: ROYAL NAVAL ASSOCIATION LUTON AND DUNSTABLE BRANCH, ROYAL NAVAL ASSOCIATION ST NEOTS AND DISTRICT BRANCH,

WARWICK IAN BELFITT Appointed: 2022, Other trusteeship: THE ROYAL NAVAL ASSOCIATION LISKEARD BRANCH,

Legal constitution

Charity registered in England & Wales on 06/02/1974, number: 266982

Gift Aid

Registered with HMRC for Gift Aid

Event History

28/04/2014 - Asset transfer in from ROYAL NAVAL ASSOCIATION LISS & DISTRICT BRANCH
24/07/2015 - Asset transfer in from ROYAL NAVAL ASSOCIATION HAVANT BRANCH
08/01/2016 - Asset transfer in from ROYAL NAVAL ASSOCIATION MANOR PARK BRANCH
04/03/2019 - Asset transfer in from ROYAL NAVAL ASSOCIATION HALIFAX BRANCH
15/11/2021 - Asset transfer in from ROYAL NAVAL ASSOCIATION HEREFORD BRANCH
11/01/2023 - Asset transfer in from WIGSTON & DISTRICT BRANCH ROYAL NAVAL ASSOCIATION
02/02/2024 - Asset transfer in from ROYAL NAVAL ASSOCIATION CHESTER BRANCH
14/02/2024 - Asset transfer in from ROYAL NAVAL ASSOCIATION DRIFFIELD BRANCH
16/02/2024 - Asset transfer in from ROYAL NAVAL ASSOCIATION (DEAL & WALMER BRANCH)
16/02/2024 - Asset transfer in from ROYAL NAVAL ASSOCIATION BIRMINGHAM SHELDON BRANCH
22/02/2024 - Asset transfer in from ROYAL NAVAL ASSOCIATION BROMLEY BRANCH
22/02/2024 - Asset transfer in from THE ROYAL NAVAL ASSOCIATION NUMBER 2 AREA
14/03/2024 - Asset transfer in from THE ROYAL NAVAL ASSOCIATION PADDOCK WOOD BRANCH
14/03/2024 - Asset transfer in from THE ROYAL NAVAL ASSOCIATION PADDOCK WOOD BRANCH

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR04: 15 days late,

Recent reorganisation events:

Asset transfer in from ROYAL NAVAL ASSOCIATION HEREFORD BRANCH on 15/11/2021

....more

Main office

Central Office
Building 1/087
Scott Road
HM NAVAL BASE
PORTSMOUTH
PO1 3LU

Objectives

(A) TO FURTHER THE EFFICIENCY OF THE SERVICE IN WHICH MEMBERS OF THE ASSOCIATION HAVE SERVED OR ARE SERVING BY FOSTERING ESPRIT DE CORPS AND PRESERVING THE TRADITIONS OF THE SERVICE AND THUS TO ACHIEVE THOSE IDEALS FOR WHICH OUR NAVAL FORCES HAVE FOUGHT AND TO PERPETUATE THE MEMORY OF THOSE MEMBERS OF OUR NAVAL FORCES WHO HAVE DIED IN THE SERVICE OF THEIR COUNTRY. (B) TO RELIEVE MEMBERS OF THE ASSOCIATION WHO ARE IN CONDITIONS OF NEED HARDSHIP OR DISTRESS.

Defined Area of Benefit:

NOT DEFINED

Data Sources