THE BLUES AND ROYALS OLIVER MONTAGU FUND

Charity number: 256297
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To give assistance to families and children of those that have served in any of the regiments that now comprise of The Blues and Royals. The Trust was entirely separate from the Association and that it also incorporated assistance to serving officers and other ranks, if this was found necessary.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £10,000
Total expenditure: £7,200

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Amateur Sport
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Germany
  • Northern Ireland
  • Scotland
  • Spain

Governance

Registration history:
  • 22 January 1970: 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:
  • Conflicting interests
  • 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
LT COLONEL PADDY WILLIAMS MC Chair 01 April 2017
None on record
THOMAS DENIS EDWARD Mountain Trustee 15 October 2020
None on record
LT COLONEL JIM ERYE Trustee 01 April 2017
None on record

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 £20.13k £26.27k £15.15k £800 £10.00k
Total expenditure £20.86k £7.12k £8.13k £5.69k £7.20k
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 08 January 2025 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 29 January 2024 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 10 January 2023 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 07 December 2021 On Time
Accounts and TAR 31 March 2021 07 December 2021 On Time Download Open in new window
Annual return 31 March 2020 12 January 2021 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.

SCHEME OF 22 JANUARY 1970

Charitable objects

INCOME TO BE USED FOR ASSISTING SERVING OFFICERS, WARRANT OFFICERS, NON-COMMISSIONED OFFICERS AND TROOPERS OF THE BLUES AND ROYALS (ROYAL HORSE GUARDS AND 1ST DRAGOONS) AND THEIR DEPENDANTS WHO ARE IN NEED OF ASSISTANCE AND FORMER OFFICERS, WARRANT OFFICERS, NON-COMMISSIONED OFFICERS AND TROOPERS OF THE FORMER ROYAL HORSE GUARDS (THE BLUES) THE FORMER ROYAL DRAGOONS (1ST DRAGOONS) OR THE BLUES AND ROYALS (ROYAL HORSE GUARDS AND 1ST DRAGOONS) AND THEIR DEPENDANTS WHO ARE IN NEED OF ASSISTANCE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
2 North Close
Windsor
SL4 5ND
Phone:
07881625124
Email:
RHG-D.RegSec@householdcavalry.co.uk
Website:

https://householdcavalry.co.uk/the-blues-and-royals/ Open in new window