Finance Score: -6

Governance Score: 8

Support Score: 5

Multiple Deficits: -2
Fundraising costs high: -4

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 7

THE ROYAL NAVY AND ROYAL MARINES CHARITY

To raise and deliver resources, working with others, to provide the best support to serving and former members of the Naval Service and their families.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 17 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	£13,214	£18,373	£-5,159	£3,491	£76,309	£21,286	13.9	103	25
31/12/21	£11,727	£17,026	£-5,300	£2,484	£90,345	£28,354	20	83	5
31/12/20	£11,384	£18,036	£-6,652	£2,357	£87,234	£29,853	19.9	72	20
31/12/19	£16,348	£17,941	£-1,593	£3,783	£98,320	£34,265	22.9	79	80
31/12/18	£13,427	£13,196	£231	£2,586	£92,564	£30,445	27.7	62	80
31/12/17	£13,017	£14,088	£-1,071	£2,297	£96,385	£30,992	26.4	51	0
31/12/16	£11,698	£11,061	£637	£2,074	£94,055	£30,827	33.4	46	0
31/12/15	£16,098	£12,101	£3,997	£2,711	£83,273	£27,740	27.5	43	0
31/12/14	£13,746	£11,040	£2,706	£2,244	£81,433	£14,442	15.7	38	0
31/12/13	£10,996	£10,520	£476	£2,193	£76,951	£13,606	15.5	33	0
31/12/12	£7,390	£6,506	£884	£784	£46,831	£20,296	37.4	18	0
31/12/11	£14,485	£6,094	£8,391	£499	£41,751	£19,610	38.6	14	0
31/12/10	£4,627	£4,214	£413	£116	£43,496	£20,640	58.8	8	0
31/12/09	£2,318	£1,905	£412	£82	£36,836	£19,161	120.7	5	0
31/12/08	£2,339	£1,754	£585	£154	£32,242	£16,780	114.8	1	0
31/12/07	£41,587	£1,719	£39,868	£187	£39,868	£21,242	148.3	1	0

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Financial Ratios

Fundraising Costs/Relevant Income: 39.7%
Fundraising Costs/Total Spending: 21.8%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 10%
Liabilities/Income: 66%
Unrestricted Funds/Total Funds: 28%
Reserves/Spending: 13.9 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.7

Asset Split ?

Established: 17 years

www.rnrmc.org.uk

theteam@rnrmc.org.uk

02393 871520

Charity Commission for England and Wales

Tweets

Listed activities

Armed Forces/Emergency Service Efficiency
General Charitable Purposes

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 other finance

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

103 employees
25 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
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£5,041	01/04/2022	The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water quality; improved air quality. Other outcomes supported are: protection against flooding and coastal erosion; maintaining the historic environment; improved landscape character; climate change adaptation and mitigation. Countryside Stewardship supports Defras 25 Year Environment Plan for our country to be the healthiest, most beautiful place in the world to live, work and bring up a family. It also supports Defras Strategic Objective of a cleaner, healthier environment, benefitting people and the economy. Countryside Stewardship gives incentives for land managers to look after the environment and is made up of the following elements: Higher Tier agreements for land that requires more complex management tailored to the individual site and now includes woodland maintenance; Mid Tier agreements that provide a range of options and capital items that together help to deliver a broad range of environmental benefits; four Wildlife Offers that provide a simpler set of options to help improve the wildlife on farms; Capital Grants that provide grants for boundaries, trees and orchards, water quality and air quality; Woodland Management Plan grant to help create a UK Forestry Standard (UKFS) compliant 10-year woodland management plan; Woodland Tree Health grant to help restore and improve tree health; Facilitation Fund which supports individuals who bring together groups of farmers, foresters and land managers to improve the environmental outcomes in their area; Protection and Infrastructure grant which provides grants for woodland infrastructure.
Armed Forces Covenant Fund Trust - COVID IMPACT FUND
£158,500	25/06/2020	Funding ensured that RNRMC can continue to deliver our ambitious funding strategy to support the naval family of beneficiaries in the face of increased expenditure to response to the Covid crisis.
Ministry of Defence - Financial Assistance/Support
£1,500,000	01/04/2018	Banking fines - Treasury to direct to various Armed Forces causes
Ministry of Defence - Financial Assistance/Support
£1,000,000	01/04/2017	Banking fines - Treasury to direct to various Armed Forces causes.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (17)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-71

CDRE CATHERINE JORDAN Appointed: 2023, Occupation: Serving Officer, Royal Navy

DR JOANNA KEOGH OBE Appointed: 2022

DR JOSEPHINE PABARI Appointed: 2022, Occupation: University Lecturer

JIM WRIGHT Appointed: 2022, Occupation: Royal Marine

KATHRYN JANE PHIPPS-WILTSHIRE Appointed: 2020, Occupation: Charity Ceo

MICHELLE JOY WESTWOOD Appointed: 2020, Occupation: Royal Naval Officer

SIMON CHRISTOPHER LONG Appointed: 2024, Occupation: Officer Royal Marines

STEVEN BUCHANAN BRUNTON Appointed: 2023, Occupation: Non Executive Company Chairman

BARRY FIRTH MBE Appointed: 2022, Other trusteeship: SPIRIT OF NORMANDY TRUST,

JOHN BARTLETT Appointed: 2022, Occupation: Head Of Tax

LIEUTENANT HARRIET MARY DELBRIDGE Appointed: 2017, Occupation: Naval Officer

MICHAEL JOHN TANNER Appointed: 2016, Occupation: Military Officer

RODERIC AIDAN BIRKETT Appointed: 2016, Occupation: Consultant

ANDREW MARK EDWARD ROBINSON Appointed: 2020, Occupation: Consultant, Other trusteeship: Royal Marines Association - The Royal Marines Charity,

BRIAN JAMES DUFFIN Appointed: 2024, Occupation: Actuary, Other trusteeship: CHURCH INVESTORS GROUP,

DR BRIAN GILVARY (Chair) Appointed: 2020, Occupation: Finance Director, Other trusteeship: THE FRANCIS CRICK INSTITUTE LIMITED,

SIMON ANDREW BLACK Appointed: 2020, Occupation: Executive Search, Other trusteeship: THE WHITE ENSIGN ASSOCIATION LIMITED,

Legal constitution

Charitable company registered in England & Wales on 02/02/2007, number: 1117794
Registered at Companies House on 10/01/2007, number: 06047294

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

16 returns made; all on time

Main office

BUILDING 37
H M S Excellent
Whale Island
PORTSMOUTH
PO2 8ER

Objectives

3 SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT INCLUDING BUT NOT LIMITED TO:-3.1 THE RELIEF IN NEED, HARDSHIP OR DISTRESS OF BENEFICIARIES AND THEIR FAMILIES AND DEPENDANTS;3.2 THE ASSISTANCE WITH PROVISION OF OR CONTRIBUTION TO THE EDUCATION AND TRAINING OF CHILDREN OF BENEFICIARIES; AND3.3 THE PROMOTION OF EFFICIENCY OF THE NAVAL SERVICE AND THE AUXILIARIES BY WAY OF THE ENHANCEMENT OF MORALE, THE IMPROVEMENT OF RECRUITMENT AND RETENTION, AND THE FURTHER RELIEF AND ENCOURAGEMENT, OF MEN AND WOMEN WHO ARE SERVING IN THE NAVAL SERVICE OR THE AUXILIARIES.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources