YEOMANRY BENEVOLENT FUND

Charity number: 259125
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide financial welfare assistance to those who have served in Yeomanry Regiments and their dependants who are experiencing hardship.

Income and expenditure

Data for financial year ending 31 May 2024

Total income: £35,952
Total expenditure: £42,186

People

9 Trustee(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:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 14 July 1969: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment 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
  • Trustee conflicts of interest policy and procedures
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MR CW ELWELL Chair
None on record
Major General Simon Howe Brooks-Ward CVO CBE TD Trustee 18 October 2023
None on record
Toby Henry Mcintosh Gaddum TD Trustee 12 May 2023
None on record
Alexandra Gail Milne Trustee 16 October 2019
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE VIRGIN, BALDOCK
Received: On time
Alexander John Mallin Trustee 15 May 2019
None on record
Keith James Durward FCA Trustee 17 October 2018
THE ARMY MUSEUMS OGILBY CIO
Received: On time
Colonel Oliver John Harben Chamberlain QVRM TD DL Trustee 28 November 2013
THE DORSET ARMY CADET LEAGUE
Received: On time
THE HARBEN ARMOURY FUND
Received: On time
THE COUNCIL OF MILTON ABBEY SCHOOL LTD
Received: On time
RUTHVEN AUSTEN BURDON-COOPER Trustee 28 November 2013
None on record
Brigadier HUGH JOHN ROBERTSON QVRM TD Trustee
THE YEOMANRY TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/05/2020 31/05/2021 31/05/2022 31/05/2023 31/05/2024
Total gross income £32.31k £29.04k £30.47k £32.34k £35.95k
Total expenditure £30.96k £28.45k £36.18k £44.27k £42.19k
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

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 May 2024 24 October 2024 On Time
Accounts and TAR 31 May 2024 24 October 2024 On Time Download Open in new window
Annual return 31 May 2023 22 October 2023 On Time
Accounts and TAR 31 May 2023 22 October 2023 On Time Download Open in new window
Annual return 31 May 2022 16 October 2022 On Time
Accounts and TAR 31 May 2022 16 October 2022 On Time Download Open in new window
Annual return 31 May 2021 25 January 2022 On Time
Accounts and TAR 31 May 2021 25 January 2022 On Time Download Open in new window
Annual return 31 May 2020 21 October 2020 On Time
Accounts and TAR 31 May 2020 21 October 2020 On Time 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.

DECLARATION OF TRUST DATED 28TH JULY 1903, SCHEME OF THE HIGH COURT OF 30TH JULY 1930; SCHEMES OF 24TH APRIL 1956, 29TH SEPTEMBER 1961, 4TH AUGUST 1966 AND 10 NOVEMBER 2004

Charitable objects

ASSISTING ANY BENEFICIARY EITHER BY WAY OF DIRECT MONEY OR BY THE PROVISION OF FOOD, CLOTHING OR OTHER NECESSARIES, (FOR FURTHER DETAILS, SEE CLAUSE 4 OF THE DECLARATION OF TRUST).

Contact information

Address:
10 Stone Buildings
Lincoln's Inn
LONDON
WC2 3TG
Phone:
01993878516
Email:
chwinkley@icloud.com
Website:

No information available