Overall GiG Score: 1 ?
Finance Score: -9
Governance Score: 3
Support Score: 7
  • Liabilities <10%: +3
  • Excess reserves: -5
  • Multiple Deficits: -2
  • Fundraising costs high: -5
  • Dynamic board: +3
  • Grant maker support: +7

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 multiple prominent grant makers recently
  • This charity has a robust balance sheet
  • The Board appears to be dynamic in terms of composition

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £90,535,000 available, equivalent to 81 months of spending and so may not be able to utilise additional funding
  • On several occasions in recent years income has been less than spending
  • Fundraising costs are extremely high relative to funds raised
Established: 62 years

www.independentage.org

charity@independentage.org

02076054206

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?

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£7,794£13,387£-5,593£1,749£163,809£90,53581.21371,194
31/12/21£7,346£12,469£-5,123£1,659£177,481£102,00998.21511,500
31/12/20£8,685£16,562£-7,877£2,060£166,169£93,59067.81601,800
31/12/19£9,096£18,506£-9,410£3,397£174,433£99,79464.71731,500
31/12/18£9,877£16,676£-6,799£2,487£170,103£95,42568.71382,000
31/12/17£6,117£11,546£-5,429£1,326£184,484£107,109111.31170
31/12/16£7,181£11,260£-4,079£1,301£172,313£87,72793.51090
31/12/15£14,343£7,928£6,415£1,036£161,279£85,480129.4980
31/12/14£8,122£10,013£-1,891£1,113£149,113£76,45191.6920
31/12/13£8,168£5,953£2,215£1,876£151,263£12,20124.6850
31/12/12£9,443£7,900£1,543£1,230£130,137£11,74017.8920
31/12/11£14,669£9,349£5,321£1,436£121,896£11,34514.62730
31/12/10£12,204£10,268£1,936£1,122£114,565£6,7007.82600
31/12/09£11,761£10,901£860£1,337£100,117£4,7785.32640
31/12/08£12,968£17,768£-4,800£1,585£78,615£2,1611.52660
31/12/07£14,255£19,383£-5,128£1,729£95,322£8,2645.12450
31/12/06£14,021£24,809£-10,788£0£0£0n/a00
31/12/05£12,749£21,410£-8,661£0£0£0n/a00
31/12/04£13,201£11,924£1,277£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 55.1%
Fundraising Costs/Total Spending: 16.1%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 4%
Liabilities/Income: 77%
Unrestricted Funds/Total Funds: 55%
Reserves/Spending: 81.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.6
Asset Split ?
What it does
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who works here?
  • 137 employees
  • 1,194 volunteers
Who it helps
  • Elderly/Old People
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'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.

Major supporters in last 5 years
Mercer's Charitable Foundation£150,000
The Rayne Foundation£100,000
Garfield Weston Foundation£50,000
Foundation Scotland£1,000
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Independent Age
£250 21/09/2023
A donor directed grant to support the work of Independent Age which enables older people to live independently and live well by providing high quality advice & information services, befriending ....more
Garfield Weston Foundation - Major Grants award
£50,000 04/06/2021
Reconnections: supporting older people to find their own path out of loneliness
Foundation Scotland - Grant to Independent Age
£500 27/11/2020
In response to Christmas letter appeal from Mark Urquhart
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
Foundation Scotland - Grant to Independent Age
£500 21/07/2020
In response to July mailing. From Mark Urquhart
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 ....more
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 ....more
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 ....more
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.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 10/11 persons

Legal constitution
  • Charity registered in England & Wales on 17/08/1962, number: 210729
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
19 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

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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