ROYAL LOGISTIC CORPS ASSOCIATION TRUST

Charity number: 1024036
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of benevolence funding to soldiers, past and present, and their dependents who are in need. Supporting the RLC Museum and heritage projects. Improving the efficiency of the Corps by providing financial support for fraternity, communication, sport and adventure training.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£3,272,651

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Donations and legacies £1.66m
Charitable activities £0
Other trading activities £18.00k
Investments £1.60m
Other £0

Total expenditure:
£3,528,072

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Raising funds £0
Charitable activities £3.53m
Other £0

£116,408 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £0
Charitable expenditure £3.53m

People

7 Employee(s)

15 Trustee(s)

20 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Armed Forces/emergency Service Efficiency
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Cyprus
  • Guernsey
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 16 November 1970: Standard registration
Organisation type:
Trust
Other names:
  • THE RLC ASSN TRUST FUND (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • 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
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Major General Simon Tony Hutchings OBE Chair 01 January 2022
None on record
WO Class One Corps SM Steven Muir Trustee 01 June 2023
None on record
WO Class One RSM Tina Joanne Jones Trustee 08 May 2023
None on record
Brigadier Lee James Naismith Daley QVCS Trustee 16 December 2022
None on record
Colonel Phillip Stone Trustee 25 May 2022
None on record
Colonel Patrick Andrew Allen Trustee 27 January 2022
THE ROYAL LOGISTIC CORPS CHARITY
Recently registered
Brigadier Anna Clare Luedicke CBE Trustee 01 December 2021
THE ROYAL LOGISTIC CORPS CHARITY
Recently registered
Major General Angus Stuart James Fay CB Trustee 12 March 2021
None on record
Brigadier Richard Edward Parkinson Trustee 03 October 2017
None on record
Brigadier David Stewart Clouston MBE Trustee 31 March 2017
THE ROYAL LOGISTIC CORPS CHARITY
Recently registered
Maj Gen MALCOLM DAVID WOOD CBE Trustee 22 March 2017
None on record
Lt Col Nigel Shepherd Trustee 26 November 2014
None on record
Brigadier Christopher Murray CBE Trustee 05 April 2013
None on record
Brigadier PAUL ANTHONY EVANS OBE Trustee 11 May 2012
None on record
MAJOR GENERAL JOHN SEUMAS KERR CBE Trustee 18 May 2011
THE ROYAL LOGISTIC CORPS CHARITY
Recently registered

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £2.70m £2.86m £2.74m £3.03m £3.27m
Total expenditure £2.52m £1.99m £2.33m £3.03m £3.53m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £1.26m £1.48m £1.35m £1.53m £1.66m
Income - Other trading activities £0 £0 £0 £50.00k £18.00k
Income - Charitable activities £0 £0 £50.00k £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.35m £1.37m £1.32m £1.44m £1.60m
Income - Other £84.38k £2.02k £22.85k £12.00k £0
Income - Legacies £0 £0 £0 £0 £3.05k
Expenditure - Charitable activities £2.52m £1.99m £2.33m £3.03m £3.53m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £67.38k £12.02k £24.15k £19.93k £26.19k
Expenditure - Grants institution £389.46k £288.07k £496.36k £448.79k £585.71k
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £88 £0 £108 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £3.20k £9.62k £8.88k £17.11k £11.59k
Long-term investments £38.93m £41.40m £45.97m £40.12m £40.33m
Other assets £906.34k £1.28m £1.25m £748.90k £375.05k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £7.99k £19.49k £11.50k £50.57k £21.47k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 05 September 2024 On Time
Accounts and TAR 31 December 2023 05 September 2024 On Time Download Open in new window
Annual return 31 December 2022 26 September 2023 On Time
Accounts and TAR 31 December 2022 26 September 2023 On Time Download Open in new window
Annual return 31 December 2021 23 August 2022 On Time
Accounts and TAR 31 December 2021 23 August 2022 On Time Download Open in new window
Annual return 31 December 2020 10 December 2021 40 days late
Accounts and TAR 31 December 2020 10 December 2021 40 days late Download Open in new window
Annual return 31 December 2019 31 October 2021 365 days late
Accounts and TAR 31 December 2019 31 October 2021 365 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 23 JUNE 1993 AS AMENDED BY DEED OF VARIATION OF 6 JANUARY 1997, RESOLUTION OF 4 MAY 1999 AND SECOND DEED OF VARIATION OF 17 NOVEMBER 2005 AND THIRD DEED OF VARIATION OF 16 NOVEMBER 2006 AND FOURTH DEED OF VARIATION OF 4 APRIL 2012

Charitable objects

THE OBJECTS OF THE TRUST ARE (A) TO PROMOTE THE EFFICIENCY OF THE CORPS IN SUCH CHARITABLE WAYS AS THE TRUSTEES MAY DECIDE INCLUDING THE ADVANCEMENT OF EDUCATION OF MEMBERS OF THE CORPS AND THE PRESERVATION OF THE TRADITIONS OF THE CORPS AND FORMING CORPS; AND (B) THE RELIEF OF PERSONS WHO: (I) ARE IN NEED BY VIRTUE OF FINANCIAL HARDSHIP OR SICKNESS; AND (2) ARE SERVING OR FORMER MEMBERS OF THE CORPS OR FORMER MEMBERS OF THE FORMING CORPS OR THE DEPENDANTS OF SUCH PERSONS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 1024036-1 ROYAL ARMY SERVICE CORPS AND ROYAL CORPS OF TRANSPORT (INCORPORATED INTO THE ROYAL LOGISTIC CORPS) BENEVOLENT FUND
Governing document
SCHEME DATED 20/04/2011
Charitable objects
THE TRUSTEES MUST APPLY THE INCOME OF THE CHARITY FOR THE RELIEF OF PERSONS WHO HAVE AT ANY TIME SERVED IN OR WITH THE FORMER ROYAL ARMY SERVICE CORPS OR THE FORMER ROYAL CORPS OF TRANSPORT, INCLUDING MEMBERS OF THE FORMER WOMEN'S SERVICES, AND THE DEPENDANTS OF SUCH PERSONS WHO ARE IN NEED BY VIRTUE OF THEIR PHYSICAL OR MENTAL HEALTH OR THEIR ECONOMIC CIRCUMSTANCES.
Area of benefit
NOT DEFINED
Registration history
  • 16 November 1970 : Standard registration

Contact information

Address:
RHQ THE RLC
Building 204
Worthy Down Camp
Winchester
Hampshire
SO21 2RG
Phone:
01962887157
Email:
regttreasurer@rhqtherlc.org.uk
Website:

http://www.army.mod.uk/rlc/the_rhq/regimental_treasurer.htm Open in new window