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.
Objects
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.
Financial health, per its FY2025 accounts
The accounts state that the charity reported an operating deficit of £7.0m for the year ended 31 December 2025, which was funded by drawing down £6.0m of investment capital and proceeds from property sales. Per the trustees' report, the charity maintains a General Fund of £5.7m, which is in line with its stated reserves policy of holding one year's unrestricted expenditure, supported by total funds of £181.1m.
What the accounts disclose
“In 2025 investments generated approximately 68% of the charity’s income (2024: 59%) and funded approximately 34% of expenditure (2024: 31%).”
“The trustees consider that a general fund (free reserves) equivalent to one year’s unrestricted expenditure – other than the amount funded by the endowments, restricted funds and designated funds – is required to protect the activities of the charity.”
“Five trustees (2024: three) were reimbursed for travel expenses incurred in furtherance of the charity’s activities totalling £6,400 (2024: £5,026).” — page 35
“The charity has a wholly owned trading subsidiary, Independent Age Enterprises Limited (IAE Ltd) (company number 04735201). The company is used to transact non-charitable activities.”
Policies the charity declares
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 919
- Employees paid over £60,000: 15 (£60,001–£70,000: 9; £70,001–£80,000: 2; £80,001–£90,000: 3; £130,001–£140,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 950
- Employees paid over £60,000: 13 (£60,001–£70,000: 7; £70,001–£80,000: 2; £80,001–£90,000: 2; £90,001–£100,000: 1; £120,001–£130,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 895
- Government income: £37,550 — grants £37,550 (1); under 1% of the £7,609,000 total gross income on the same return
- Employees paid over £60,000: 14 (£60,001–£70,000: 8; £70,001–£80,000: 2; £80,001–£90,000: 2; £90,001–£100,000: 2)
- Has a trading subsidiary
In the news
Funders the charity credits
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/12/2025)
Register events
- Received assets from another charity (17/06/2026)
- Received assets from another charity (05/12/2024)
Trustees
- Guillermo Pablo Donadini
- Helena Rebecca Herklots
- Joan Elliott
- Joshua Greenspan
- Julia Shelley
- Kate Cavelle
- Mary Bernadette O'Hagan
- Peter Mobbs
- Professor Caroline Glendinning
- Richard Anderson
- Ritam Gandhi
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £7.0m | £13.9m |
| 31/12/2024 | £8.2m | £15.3m |
| 31/12/2023 | £7.6m | £12.6m |
| 31/12/2022 | £7.8m | £13.4m |
| 31/12/2021 | £7.3m | £12.5m |
Common questions
Is THE ROYAL UNITED KINGDOM BENEFICENT ASSOCIATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported an operating deficit of £7.0m for the year ended 31 December 2025, which was funded by drawing down £6.0m of investment capital and proceeds from property sales. Per the trustees' report, the charity maintains a General Fund of £5.7m, which is in line with its stated reserves policy of holding one year's unrestricted expenditure, supported by total funds of £181.1m. Its FY2025 accounts were audited by RSM UK AUDIT LLP.
Who funds THE ROYAL UNITED KINGDOM BENEFICENT ASSOCIATION?
Funders whose own accounts filings name THE ROYAL UNITED KINGDOM BENEFICENT ASSOCIATION as a grant recipient include THE JULIA RAUSING TRUST, THE MASTER CHARITABLE TRUST, JOHN LAING CHARITABLE TRUST, PETER DIXON CHARITABLE TRUST, Z V M RANGOONWALA FOUNDATION.
Known funders
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Community Foundation North East | 11/12/2025 | £2k | Grant to The Royal United Kingdom Beneficent Association (RUKBA) |
| Community Foundation North East | 14/11/2024 | £2k | Grant to The Royal United Kingdom Beneficent Association (RUKBA) |
| Community Foundation North East | 19/01/2023 | £2k | Grant to The Royal United Kingdom Beneficent Association (RUKBA) |
| UK government | 02/01/2019 | £44k | Building Connections Fund |
| The National Lottery Community Fund | 04/12/2018 | £56k | The Campaign to End Loneliness's Relationships and Resilience Project |
| Community Foundation North East | 09/04/2018 | £2k | Towards running costs |
| Community Foundation North East | 01/09/2017 | £2k | General donation towards running costs |
| The National Lottery Community Fund | 21/12/2016 | £2.6m | Campaign to End Loneliness |
| Community Foundation North East | 12/09/2016 | £2k | General Donation |
| The National Lottery Community Fund | 25/01/2016 | £50k | Campaign to End Loneliness development |
| Community Foundation North East | 15/09/2015 | £2k | General donation |
| Calouste Gulbenkian Foundation, UK Branch | 14/11/2013 | £45k | Independent Age |
| Calouste Gulbenkian Foundation, UK Branch | 14/11/2013 | £75k | Independent Age |
| The National Lottery Community Fund | 12/08/2010 | £5k | Silence Isn't Golden South Wales |
| The National Lottery Community Fund | 14/06/2006 | £5k | Compassionate Leave |
| The National Lottery Community Fund | 21/04/2006 | £1k | Presentation equipment |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AGE UK | 4 | £22.7m |
| THE MEDLOCK CHARITABLE TRUST | 2 | £264k |
| Rothesay Foundation | 1 | £2.3m |
| THE LONDON MARATHON CHARITABLE TRUST LIMITED | 1 | £2.0m |
| HOLLYHOCK CHARITABLE FOUNDATION | 1 | £500k |
| Sussex Community NHS Charity | 1 | £430k |
| THE PENNIES FOUNDATION | 1 | £352k |
| THE TOLKIEN TRUST | 1 | £240k |
Charities like this
- THE BRITISH GERIATRICS SOCIETY
- AGE UK
- AGE UK RICHMOND UPON THAMES
- AGE UK CROYDON
- AGE UK LAMBETH
- AGE UK TORBAY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROYAL UNITED KINGDOM BENEFICENT ASSOCIATION | £7.0m | — | — | within | — | no doubt |
| THE BRITISH GERIATRICS SOCIETY | £1.8m | £110,001 - £120,000 | — | unclear | — | no doubt |
| AGE UK | £131.8m | £280,001 - £290,000 | — | within | — | no doubt |
| AGE UK RICHMOND UPON THAMES | £2.4m | — | — | above | — | no doubt |
| AGE UK CROYDON | £1.7m | — | — | above | — | no doubt |
| AGE UK LAMBETH | £3.1m | — | 0 | within | — | no doubt |