THE HOUSEHOLD CAVALRY FOUNDATION

Charity number: 1151869
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Household Cavalry Foundation (The HCF) raises funds to care for the Soldiers, Casualties, Veterans, Families, Heritage and Horses of the Household Cavalry. Helping soldiers injured on operations and providing aid to veterans and their dependants, The HCF provides a vital support role working to improve the lives of all serving and veteran members of the Household Cavalry and their dependants.

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£504,880

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Donations and legacies £338.27k
Charitable activities £0
Other trading activities £0
Investments £166.61k
Other £0

Total expenditure:
£588,508

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Raising funds £117.59k
Charitable activities £470.92k
Other £0

£1,594 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £117.59k
Charitable expenditure £470.92k

People

2 Employee(s)

5 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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Animals
  • Armed Forces/emergency Service Efficiency
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
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:
  • Throughout England And Wales

Governance

Registration history:
  • 01 September 1992: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
08236363 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Trustee expenses 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rupert Frederick Daniel Fryer Trustee 02 January 2024
None on record
Mark Simon Peter Berry Trustee 29 July 2022
None on record
John Robert Dove Trustee 01 February 2022
THE LIFE GUARDS ASSOCIATION CHARITABLE TRUST
Received: On time
Lady Jane Meriel Grosvenor Trustee 17 June 2019
None on record
JAMES PATRICK EYRE Trustee 14 September 2017
THE CLOCKTOWER FOUNDATION
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £342.98k £433.15k £580.60k £497.35k £504.88k
Total expenditure £308.17k £439.14k £513.73k £546.04k £588.51k
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 N/A N/A £435.35k N/A £338.27k
Income - Other trading activities N/A N/A £0 N/A £0
Income - Charitable activities N/A N/A £0 N/A £0
Income - Endowments N/A N/A £0 N/A £0
Income - Investment N/A N/A £145.25k N/A £166.61k
Income - Other N/A N/A £0 N/A £0
Income - Legacies N/A N/A £0 N/A £51.77k
Expenditure - Charitable activities N/A N/A £373.68k N/A £470.92k
Expenditure - Raising funds N/A N/A £140.05k N/A £117.59k
Expenditure - Governance N/A N/A £11.99k N/A £16.38k
Expenditure - Grants institution N/A N/A £225.69k N/A £299.17k
Expenditure - Investment management N/A N/A £19.27k N/A £17.71k
Expenditure - Other N/A N/A £0 N/A £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 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets N/A N/A £0 N/A £0
Long-term investments N/A N/A £6.73m N/A £7.46m
Other assets N/A N/A £562.12k N/A £434.51k
Defined benefit pension scheme asset or liability N/A N/A £0 N/A £0
Total liabilities N/A N/A £3.04m N/A £3.45m

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 March 2025 13 January 2026 On time
Accounts and TAR 31 March 2025 13 January 2026 On time
Annual return 31 March 2024 21 January 2025 On time
Accounts and TAR 31 March 2024 21 January 2025 On time
Annual return 31 March 2023 18 January 2024 On time
Accounts and TAR 31 March 2023 18 January 2024 On time
Annual return 31 March 2022 05 February 2023 5 days late
Accounts and TAR 31 March 2022 28 November 2022 On time
Annual return 31 March 2021 10 January 2022 On time
Accounts and TAR 31 March 2021 16 December 2021 On time
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.

MEMORANDUM AND ARTICLES INCORPORATED 02/10/2012 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 16/04/2013 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 17 JAN 2017

Charitable objects

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE; 1) THE PROMOTION OF THE MILITARY EFFICIENCY OF THE HOUSEHOLD CAVALRY BY ANY CHARITABLE MEANS THE TRUSTEES MAY DECIDE, INCLUDING WITHOUT LIMITATION BY FOSTERING AND PRESERVING THE TRADITIONS OF THE HOUSEHOLD CAVALRY AND OF ANY COMPONENT OR PREDECESSOR REGIMENT OR UNIT; 2) TO PROMOTE AND PROTECT THE HEALTH OF THOSE THAT HAVE BEEN WOUNDED OR INJURED, WHETHER ON ACTIVE SERVICE OR OTHERWISE, WHILST SERVING IN THE HOUSEHOLD CAVALRY, OR AT THE TRUSTEES' DISCRETION; 3)THE RELIEF OR HARDSHIP OR DISTRESS AMONG MEMBERS AND FORMER MEMBERS OF THE HOUSEHOLD CAVALRY, MEMBERS OF THEIR FAMILIES AND OTHER DEPENDENTS, INCLUDING WITHOUT LIMITATION BY PROVIDING FINANCIAL SUPPORT TO FAMILIES OR OTHER DEPENDENTS OF THOSE WHO HAVE LOST THEIR LIVES ON ACTIVE SERVICE; 4) TO ADVANCE THE EDUCATION OF THE PUBLIC AND OF MEMBERS AND FORMER MEMBERS OF THE HOUSEHOLD CAVALRY IN THE HISTORY, HERITAGE, TRADITIONS AND MILITARY ACCOMPLISHMENTS OF THE HOUSEHOLD CAVALRY, INCLUDING WITHOUT LIMITATION BY SUPPORTING A MUSEUM OR MUSEUMS, ARCHIVES AND COLLECTIONS; 5) TO PROMOTE HUMANE BEHAVIOUR TOWARDS SERVING OR RETIRED HOUSEHOLD CAVALRY HORSES BY PROVIDING APPROPRIATE CARE, PROTECTION, TREATMENT AND SECURITY FOR HORSES INNEED OF CARE AND ATTENTION; AND 6) SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES RELATING TO THE HOUSEHOLD CAVALRY AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Linked charities

Linked charities
Linked charity 1151869-2 THE HOUSEHOLD CAVALRY CENTRAL CHARITABLE FUND
Governing document
DECLARATION OF TRUST DATED 6TH AUGUST 1992 AS AMENDED BY SUPPLEMENTAL DEED DATED 1 JULY 1998 AND 17TH NOVEMBER 2003 AS AMENDED ON 21 JUL 2017
Charitable objects
(1) TO RELIEVE EITHER GENERALLY OR INDIVIDUALLY PAST AND PRESENT MEMBERS OF THE HOUSEHOLD CAVALRY AND THEIR DEPENDANTS WHO ARE IN NEED, HARDSHIP OR DISTRESS IN SUCH WAYS AS THE TRUSTEES FROM TIME TO TIME THINK FIT AND (2) TO PROMOTE THE EFFICIENCY OF THE HOUSEHOLD CAVALRY AND ITS COMPONENT REGIMENTS AND THE MEMBERS THEREOF IN SUCH WAYS AS THE TRUSTEES FROM TIME TO TIME THINK FIT
Area of benefit
NOT DEFINED
Registration history
  • 01 September 1992 : Standard registration

Contact information

Address:
Household Cavalry Foundation
Horse Guards
Whitehall
Westminster
London
SW1A 2AX
Phone:
0207 839 4858
Email:
No information available
Website:

www.hcavfoundation.org Open in new window