RNLI LIFESAVING ENDOWMENT — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 20 June 2019
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £528,000
Latest expenditure: £663,000
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: RNLI LIFESAVING ENDOWMENT (CIO), WEST QUAY ROAD, POOLE, BH15 1HZ

02 Activities

What the charity does

The Charity shall establish, build and invest an endowment fund for the RNLI.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 28 October 2026
Date Accounts Received: 28 October 2026
Total Gross Income: £528,000
Total Gross Expenditure: £663,000

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 21 October 2025
Date Accounts Received: 21 October 2025
Total Gross Income: £346,000
Total Gross Expenditure: £592,000

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 24 October 2024
Date Accounts Received: 24 October 2024
Total Gross Income: £406,000
Total Gross Expenditure: £524,000

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 11 July 2023
Date Accounts Received: 11 July 2023
Total Gross Income: £345,000
Total Gross Expenditure: £477,000

Fin Period Start Date: 1 July 2020
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 19 July 2022
Date Accounts Received: 19 July 2022
Total Gross Income: £566,000
Total Gross Expenditure: £952,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 28 October 2026
Total Gross Income: £528,000
Total Gross Expenditure: £663,000
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 21 October 2025
Total Gross Income: £346,000
Total Gross Expenditure: £592,000
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 24 October 2024
Total Gross Income: £406,000
Total Gross Expenditure: £524,000
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 11 July 2023
Total Gross Income: £345,000
Total Gross Expenditure: £477,000
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 July 2020
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 19 July 2022
Total Gross Income: £566,000
Total Gross Expenditure: £952,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 28 October 2026
Income Donations And Legacies: 6000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 522000
Income Other: 0
Income Total Income And Endowments: 528000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £11,000
Expenditure Charitable Expenditure: £652,000
Expenditure Other: 0
Expenditure Total: 663000
Expenditure Investment Management: 11000
Expenditure Grants Institution: 640000
Expenditure Governance: 12000
Expenditure Support Costs: 12000
Expenditure Depreciation: 0
Gain Loss Investment: 6242000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 62977000
Assets Own Use: 0
Assets Long Term Investment: 62977000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £48,000
Assets Total Liabilities: £95,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £62,930,000
Creditors One Year Total Current: 95000
Creditors Falling Due After One Year: 0
Assets Cash: £48,000
Funds Endowment: 62930000
Funds Unrestricted: 0
Funds Restricted: 0
Funds Total: 62930000
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 July 2020
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 19 July 2022
Income Donations And Legacies: 342000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 550000
Income Other: 0
Income Total Income And Endowments: 892000
Income Legacies: 0
Income Endowments: 326000
Expenditure Raising Funds: £16,000
Expenditure Charitable Expenditure: £936,000
Expenditure Other: 0
Expenditure Total: 952000
Expenditure Investment Management: 16000
Expenditure Grants Institution: 929000
Expenditure Governance: 7000
Expenditure Support Costs: 7000
Expenditure Depreciation: 0
Gain Loss Investment: 6900000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £46,000
Assets Total Fixed: 48953000
Assets Own Use: 0
Assets Long Term Investment: 48953000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £16,000
Assets Total Liabilities: £489,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £48,480,000
Creditors One Year Total Current: 489000
Creditors Falling Due After One Year: 0
Assets Cash: £0
Funds Endowment: 48426000
Funds Unrestricted: 46000
Funds Restricted: 8000
Funds Total: 48480000
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

08 Official extract

Charity Event History

Charity Name: RNLI LIFESAVING ENDOWMENT
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2022-08-12T00:00:00
Reason: Does not operate
Assoc Organisation Number: 1035923
Assoc Registered Charity Number: 1035923
Assoc Charity Name: ROTARY CLUB OF SEAHOUSES AND DISTRICT CHARITABLE TRUST FUND

Charity Name: RNLI LIFESAVING ENDOWMENT
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2019-06-20T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION Registered 20 Jun 2019
Charitable Objects: THE OBJECTS OF THE CIO ARE THE ADVANCEMENT OF SAVING LIVES AT SEA BY ESTABLISHING, BUILDING AND INVESTING AN ENDOWMENT FUND WHICH IS CAPABLE OF SUPPORTING THE RNLIÆS RESCUE SERVICES.

10 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Risk management