ROYAL WELCH FUSILIERS OFFICERS BENEVOLENT FUND

Charity number: 230261
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Royal Welch Fusiliers Officers Benevolent fund makes grants and loans to benevolence cases brought to its attention though the regimental network. The beneficiaries are those officers, and their dependants, who hold a RWF Commission including those who now serve in the Royal Welsh. Grants are also made to charitable activities of the RWF Officers Association.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £14,922
Total expenditure: £35,607

People

6 Trustee(s)

Employees with total benefits over £60,000

No information available

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

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:
  • Throughout England And Wales

Governance

Registration history:
  • 08 April 1964: Standard registration
Organisation type:
Trust
Other names:
  • R W F O B F (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Lt Col Jonathan Slay Trustee 30 April 2025
ROYAL WELCH FUSILIERS OFFICERS' ASSOCIATION
Received: On time
Robert James Vincent Ross Trustee 05 October 2018
ROYAL WELCH FUSILIERS OFFICERS' ASSOCIATION
Received: On time
Lieutenant Colonel J N Morris BSc Trustee 22 June 2016
ROYAL WELCH FUSILIERS OFFICERS' ASSOCIATION
Received: On time
Malcolm James Findlay Trustee 18 November 2014
None on record
LT COLONEL MICHAEL HUGH LEDSTON LEWIS DL Trustee 02 April 2012
ROYAL WELCH FUSILIERS OFFICERS' ASSOCIATION
Received: On time
COLONEL JOHN CALEDFRYN WYNNE WILLIAMS MC DL Trustee 31 March 1990
ROYAL WELCH FUSILIERS OFFICERS' ASSOCIATION
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £10.00k £50.00k £53.76k £14.03k £14.92k
Total expenditure £17.09k £36.65k £53.84k £41.50k £35.61k
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 March 2024 18 September 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 07 February 2024 7 days late
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 07 December 2022 On Time
Accounts and TAR 31 March 2022 07 December 2022 On Time Download Open in new window
Annual return 31 March 2021 12 November 2021 On Time
Accounts and TAR 31 March 2021 12 November 2021 On Time Download Open in new window
Annual return 31 March 2020 15 September 2020 On Time
Accounts and TAR 31 March 2020 Not Required
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 31/12/1962 AS AMENDED BY DEED DATED 04/09/2013

Charitable objects

1. TO PROVIDE FINANCIAL RELIEF TO ANY PERSON WHO IS IN NEED BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE AND WHO SATISFIES THE TRUSTEES THAT HE HAS HELD A COMMISSION (OF ANY TYPE WHATSOEVER)IN THE ROYAL WELCH FUSILIERS 2. TO PROVIDE FINANCIAL RELIEF TO ANY PERSON WHO SATISFIES THE TRUSTEES THAT SHE IS A WIDOW OF ANY PERSON WHO HELD A COMMISSION (OF ANY TYPE WHATSOEVER)IN THE ROYAL WELCH FUSILIERS AND WHO DURING HER WIDOWHOOD SATISFIES THE TRUSTEES THAT SHE IS IN NEED BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE 3. TO PROVIDE FINANCIAL RELIEF FOR THE MAINTENANCE OR BENEFIT OF ANY CHILD OR CHILDREN OF PERSONS WHO HELD A COMMISSION (OF ANY TYPE WHATSOEVER) IN THE ROYAL WELCH FUSILIERS WHO SATISFIES THE TRUSTEES THAT HE, SHE OR THEY ARE IN NEED BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE 4. TO PROVIDE FINANCIAL RELIEF TO ANY PERSON WHO IS IN NEED BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE AND WHO SATISFIES THE TRUSTEES THAT HE OR SHE IS A DEPENDENT OF ANY PERSON WHO HELD A COMMISSION (OF ANY TYPE WHATSOEVER) IN THE ROYAL WELCH FUSILIERS 5. TO APPLY THE FUNDS OF THE CHARITY FOR OR TOWARDS ANY CHARITABLE PURPOSES OF THE ROYAL WELCH FUSILIERS OFFICERS ASSOCIATION

Area of benefit

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

NATIONAL

Contact information

Address:
HASWELL BROTHERS LLP
PEMBROKE HOUSE
ELLICE WAY
WREXHAM TECHNOLOGY PARK
WREXHAM
LL13 7YT
Phone:
01978351501
Email:
INFHQ-SWI-RWELSH-WRE-RegtSecA@mod.uk
Website:

No information available