Finance Score: 4

Governance Score: -1

Support Score: 9

Poor Liquidity: -1
Strong growth: +2
Fundraising costs low: +3

12+ Trustees: -1

Grant maker support: +9

Overall GiG Score: 12

THE ROYAL UNITED SERVICES INSTITUTE FOR DEFENCE AND SECURITY STUDIES

RUSI is the UK's leading independent think tank on international defence and security. Its mission is to be an analytical research-led global forum for informing, influencing and enhancing public debate on a safer and more stable world.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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
31/03/23	£16,800	£15,992	£808	£348	£8,540	£5,801	4.4	127	0
31/03/22	£15,368	£11,848	£3,520	£308	£12,193	£6,667	6.8	115	0
31/03/21	£11,130	£9,393	£1,737	£349	£13,600	£9,152	11.7	93	0
31/03/20	£12,995	£9,762	£3,233	£518	£14,272	£11,248	13.8	86	3
31/03/19	£9,870	£8,116	£1,754	£395	£11,690	£10,867	16.1	75	0
31/03/18	£7,364	£6,619	£745	£269	£8,710	£8,572	15.5	69	0
31/03/17	£6,699	£6,607	£92	£336	£7,932	£7,626	13.8	63	0
31/03/16	£5,565	£5,711	£-147	£314	£7,840	£7,064	14.8	57	0
31/03/15	£5,536	£4,598	£937	£332	£7,815	£6,857	17.9	48	0
31/03/14	£4,110	£4,141	£-31	£361	£309	£260	0.8	47	0
31/03/13	£3,176	£3,561	£-386	£129	£340	£340	1.1	48	0
31/03/12	£3,647	£3,603	£44	£125	£725	£725	2.4	48	0
31/03/11	£3,052	£3,006	£46	£130	£332	£332	1.3	44	0
31/03/10?	£3,918	£4,224	£-305	£161	£144	£144	0.4	42	0
31/12/08	£3,277	£3,305	£-27	£322	£421	£421	1.5	46	0
31/12/07	£2,792	£2,989	£-197	£269	£448	£448	1.8	41	0
31/12/06	£2,813	£2,762	£51	£0	£0	£0	n/a	0	0
31/12/05	£2,631	£2,631	£0	£0	£0	£0	n/a	0	0
31/12/04	£2,338	£2,298	£40	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.1%
Fundraising Costs/Total Spending: 2.2%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 65%
Liabilities/Income: 94%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 4.4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.4

Asset Split ?

Established: 62 years

www.rusi.org

director@rusi.org

0207 747 2600

Charity Commission for England and Wales

Tweets

Listed activities

Other Charitable Purposes

GiG Classification

Legal & financial advice

How it operates

Other charitable activities
Provides services
Sponsors or undertakes research

Where it operates

Belgium, City Of Westminster, Kenya, United States,

Who it helps

The General Public/Mankind

Who supports 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
The Joffe Trust - Centre for Financial Crime & Security Studies, RUSI
£100,000	29/09/2023	Delivery of the Economic Crime Plan.
The Joffe Trust - Centre for Financial Crime & Security Studies, RUSI
£31,500	29/09/2022	Engaging the professions on fighting financial crime.
Department for Environment, Food and Rural Affairs - IWT096: Case closed Using historic cases to enable new financial investigations
£79,965	10/12/2021	IWT is conducted for profit, yet financial investigations are rarely used. This results in missed opportunities toinvestigate high-level actors and confiscate criminal gain. In 2020, the Financial ....more IWT is conducted for profit, yet financial investigations are rarely used. This results in missed opportunities toinvestigate high-level actors and confiscate criminal gain. In 2020, the Financial Action Task Forcerecommended closed IWT cases be revisited to develop financial intelligence. This project supports Malawi,Mozambique, Zambia and Uganda in conducting multi-agency IWT closed-case reviews to generate newfinancial intelligence and improve investigative capacity. Activities will involve financial analysis of cases,delivery of train-the-trainer workshops, best practice and operational support.
Garfield Weston Foundation - Major Grants award
£250,000	17/10/2018	Core Costs
Dulverton Trust - ?The Muslim Brotherhood: Beyond the Arab Spring?
£20,000	27/02/2013	?The Muslim Brotherhood: Beyond the Arab Spring?

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

ADMIRAL SIR PHILIP ANDREW JONES GCB DL Appointed: 2020

AMBASSADOR SYLVIE-AGNES BERMANN Appointed: 2019

DIVYATA ASHIYA Appointed: 2022

DOUGLAS ALEXANDER Appointed: 2018

GENERAL SIR NICHOLAS PATRICK CARTER Appointed: 2022

JANICE ELIZABETH HALL Appointed: 2020

JOHN DOWDY Appointed: 2016

LAURENCE STEPHEN GELLER CBE Appointed: 2019

LORD PETER FORBES RICKETTS Appointed: 2019, Other trusteeship: FRANCO-BRITISH COUNCIL - BRITISH SECTION,

RAGEH OMAAR Appointed: 2020, Other trusteeship: THE BRITISH COUNCIL,

RT HON AMBER AUGUSTA RUDD Appointed: 2020, Occupation: Consultant

RT HON JOHN WHITAKER STRAW Appointed: 2020, Other trusteeship: BLACKBURN YOUTH ZONE,

SIR ALEXANDER YOUNGER KCMG Appointed: 2020

SIR DAVID LIDINGTON KCB CBE (Chair) Appointed: 2020

SUZANNE ELIZABETH RAINE Appointed: 2019, Other trusteeship: LINCOLNSHIRE BOMBER COMMAND MEMORIAL,

THE DUKE OF WELLINGTON CHARLES WELLESLEY OBE DL Appointed: 2016

Legal constitution

Charity registered in England & Wales on 04/10/1962, number: 210639
Registered at Companies House on 01/01/1970, number: RC000531

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
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

19 returns made; all on time

Main office

RUSI
WHITEHALL
LONDON
SW1A 2ET

Objectives

THE PROMOTION AND ADVANCEMENT OF THE SCIENCE AND LITERATURE OF THE THREE SERVICES

Defined Area of Benefit:

NOT DEFINED

Data Sources