Finance Score: -5

Governance Score: 9

Support Score: 3

Multiple Deficits and declines: -5

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 7

THE ROYAL FOUNDATION OF THE PRINCE AND PRINCESS OF WALES

The Foundation is a philanthropic investor in three key areas, both in the United Kingdom and overseas: helping disadvantaged young people, supporting military veterans and their families, and promoting sustainable development.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/23	£7,968	£8,650	£-682	£1,146	£6,957	£5,275	7.3	48
31/12/22	£10,102	£14,968	£-4,865	£810	£7,528	£5,087	4.1	39
31/12/21	£20,430	£16,361	£4,069	£1,226	£12,497	£5,447	4	36
31/12/20	£11,777	£9,156	£2,620	£804	£8,212	£5,372	7	33
31/12/19	£6,684	£9,342	£-2,658	£1,178	£5,469	£2,134	2.7	45
31/12/18	£7,825	£9,083	£-1,258	£1,450	£7,897	£3,712	4.9	42
31/12/17	£8,987	£9,710	£-723	£1,406	£9,250	£3,742	4.6	33
31/12/16	£10,062	£5,416	£4,645	£1,078	£9,844	£3,035	6.7	25
31/12/15	£4,277	£4,018	£259	£905	£5,008	£3,012	9	12
31/12/14	£4,039	£4,364	£-325	£694	£4,809	£2,876	7.9	13
31/12/13	£3,887	£3,601	£286	£647	£5,176	£2,996	10	8
31/12/12	£3,593	£2,628	£966	£485	£4,794	£2,616	11.9	5
31/12/11	£4,819	£1,723	£3,096	£416	£3,561	£1,836	12.8	4
31/12/10	£629	£164	£465	£164	£465	£465	34	2

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Financial Ratios

Fundraising Costs/Relevant Income: 17.6%
Fundraising Costs/Total Spending: 13.2%
Senior Staff Costs/Total Spending: 20%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 11%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 7.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.7

Asset Split ?

Balance Sheet History

Established: 15 years

www.royalfoundation.com

reception@royalfoundation.com

02071012963

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

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
Sport England - Coach Core
£25,000	27/08/2020 36	Funding under Sport England's Local Delivery Pilots funding programme for a Revenue project titled Coach Core. This project is a Multi Sports project, with a focus on younger beneficiaries.
The Wimbledon Foundation - Donation towards Coronavirus Response
£10,000	13/05/2020	General donation towards Covid-19 response
Sport England - Coach Core
£995,500	01/10/2019 36	Funding under Sport England's Specialist Workforce Partners funding programme for a Revenue project titled Coach Core. This project is a Multi Sports project, with a focus on younger beneficiaries.
Pears Foundation - Grant to The Royal Foundation of The Duke and Duchess of Cambridge
£300,000	25/09/2018 24	Core funding
Ministry of Defence - Financial Assistance/Support
£35,000	01/04/2018	Banking fines - Treasury to direct to various Armed Forces causes
Pears Foundation - Grant to The Royal Foundation of The Duke and Duchess of Cambridge and Prince Harry
£450,000	14/07/2015 36	Core funding

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-65

ALICE WEBB Appointed: 2020, Occupation: Chief Executive

CLAIRE JESSICA WILLS Appointed: 2018, Occupation: Solicitor

IAN JOHN PATRICK Appointed: 2024, Occupation: Advisor

LADY DEMETRA AIKATERINI PINSENT Appointed: 2016, Occupation: Company Director

LORD HAGUE OF RICHMOND WILLIAM HAGUE Appointed: 2020, Occupation: Member Of The House Of Lords

PIPPA HARRIS Appointed: 2023, Occupation: Film And Television Producer

ROHINTON MINOO KALIFA Appointed: 2021, Occupation: Chairman

SIMON IAIN PATTERSON Appointed: 2016, Occupation: Company Director

SIR DAVID JOHN LEWIS Appointed: 2024, Occupation: Ceo Tesco Plc

THOMAS GARRY WHITE Appointed: 2024, Occupation: Military Officer

ZEINAB MOHAMMED-KHAIR BADAWI-MALIK Appointed: 2020, Occupation: Broadcaster

Legal constitution

Charitable company registered in England & Wales on 08/10/2009, number: 1132048
Registered at Companies House on 29/09/2009, number: 07033553

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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

Filing Record

14 returns made; all on time

Main office

KENSINGTON PALACE
PALACE GREEN
LONDON
W8 4PU

Objectives

THE OBJECTS OF THE CHARITY ARE TO ADVANCE ANY PURPOSE WHICH IS CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL AND OVERSEAS.

Data Sources

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