SANDHURST TRUST

Charity number: 1154476
Charity reporting is up to date (48 days late)

Charity overview

Activities - how the charity spends its money

Leadership lectures, mainly at The Royal Military Academy Sandhurst (RMAS) to introduce alternative and complimentary perspectives on leadership, and provide opportunities for interaction between its alumni and wider society. Reunion events to develop esprit de corps. Conferences and occasional papers to enhance academic standing. Charitable disbursement within RMAS and through partner charities.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£993,232

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Donations and legacies £250.31k
Charitable activities £0
Other trading activities £0
Investments £0
Other £742.92k

Total expenditure:
£1,039,133

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Raising funds £671.04k
Charitable activities £0
Other £368.09k

£0 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 £1.04m
Charitable expenditure £0

People

7 Employee(s)

13 Trustee(s)

Employees with total benefits over £60,000

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

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Armed Forces/emergency Service Efficiency
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
Where the charity operates:
  • Surrey

Governance

Registration history:
  • 05 November 2013: Standard registration
  • 05 March 2014: Funds received from 1136598 THE SANDHURST FOUNDATION
Organisation type:
Charitable company
Other names:

No other names

Company number:
08722309 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Katy Granville-Chapman Trustee 27 March 2025
THE RECONNECT EDUCATION PROJECT CIO
Recently registered
Mark Boulle Trustee 27 March 2025
None on record
Brigadier Nicholas Marshall Wight-Boycott OBE Trustee 06 January 2025
None on record
Major General Nicholas David Guise Cowley OBE Trustee 18 October 2024
None on record
Major General David John Rutherford-Jones CB Trustee 13 February 2024
ROYAL NAVAL AIR SERVICE MEMORIAL FUND
Recently registered
Colonel Thomas Michael Parsons MBE Trustee 07 February 2024
None on record
Andrew Martin Skilton Trustee 01 October 2022
None on record
ROHIT TANNA Trustee 21 July 2021
DR ELLERTON'S CHARITY
Received: On time
ROTARY CLUB OF PANGBOURNE CHARITABLE TRUST
Received: On time
Lt Gen Sir Simon Vincent Mayall KBE CB Trustee 01 June 2019
None on record
Brig Retd Ian Noel Antony Thomas OBE Trustee 01 May 2019
None on record
Patrick Robert John Smith Trustee 21 September 2018
THE SANATA CHARITABLE TRUST
Received: On time
William Gornall-King Trustee 12 June 2014
READING FOUNDATION FOR ART
Received: On time
TIM SHERWOOD Trustee 04 November 2013
None on record

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 £940.79k £393.40k £578.53k £984.22k £996.36k
Total expenditure £951.73k £346.94k £503.99k £1.10m £1.04m
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 £160.95k N/A £179.70k £266.59k £250.31k
Income - Other trading activities £0 N/A £0 £0 £0
Income - Charitable activities £779.84k N/A £0 £0 £0
Income - Endowments £0 N/A £0 £0 £0
Income - Investment £0 N/A £15 £682 £0
Income - Other £0 N/A £398.81k £716.95k £742.92k
Income - Legacies £0 N/A £0 £0 £0
Expenditure - Charitable activities £0 N/A £0 £0 £0
Expenditure - Raising funds £951.73k N/A £307.07k £770.62k £671.04k
Expenditure - Governance £0 N/A £0 £0 £0
Expenditure - Grants institution £0 N/A £0 £0 £0
Expenditure - Investment management £0 N/A £0 £0 £0
Expenditure - Other £0 N/A £196.92k £326.33k £368.09k

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 £136.33k N/A £3.18k £3.18k £44.20k
Long-term investments £0 N/A £0 £0 £0
Other assets £200.54k N/A £279.31k £381.13k £341.84k
Defined benefit pension scheme asset or liability £0 N/A £0 £0 £0
Total liabilities £233.29k N/A £57.91k £272.46k £316.96k

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 18 December 2024 48 days late
Accounts and TAR 31 December 2023 18 December 2024 48 days late Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 28 October 2022 On Time
Accounts and TAR 31 December 2021 28 October 2022 On Time Download Open in new window
Annual return 31 December 2020 11 November 2021 11 days late
Accounts and TAR 31 December 2020 11 November 2021 11 days late Download Open in new window
Annual return 31 December 2019 22 October 2020 On Time
Accounts and TAR 31 December 2019 22 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.

MEMORANDUM AND ARTICLES INCORPORATED 07/10/2013

Charitable objects

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED (THE "OBJECTS") ARE RESTRICTED TO: 1) PROMOTING THE EFFICIENCY OF THE ARMED FORCES OF THE CROWN, AND IN PARTICULAR THE ACADEMY BY: 1.1) FOSTERING ESPRIT DE CORPS AND COMRADESHIP BY SUCH MEANS AS MAY BE CHARITABLE INCLUDING PROVIDING ACTIVITIES AND OPPORTUNITIES FOR CADETS TO MEET WITH ALUMNI OF THE ACADEMY; 1.2) PRESERVING THE TRADITIONS OF THE ACADEMY; 1.3) THE PROVISION AND SUPPORT OF FACILITIES AND ACTIVITIES FOR THE EFFICIENCY AND WELL-BEING OF CADETS AND OTHER SERVICE PERSONNEL AT THE ACADEMY; AND 1.4) SUCH OTHER CHARITABLE MEANS AS THE TRUSTEES FROM TIME TO TIME THINK FIT; AND 2) ADVANCING THE EDUCATION OF SERVING MEMBERS OF THE ARMED FORCES AND OF THE GENERAL PUBLIC IN THE FIELDS OF LEADERSHIP AND MANAGEMENT AND THE TRAINING OF EFFECTIVE MANAGERS AND LEADERS IN CIVIL AND MILITARY LIFE.

Contact information

Address:
THE ROYAL MILITARY ACADEMY
SANDHURST
HAIG ROAD
CAMBERLEY
SURREY
GU154PQ
Phone:
01276412838
Email:
director@sandhursttrust.org
Website:

www.sandhursttrust.org Open in new window