THE ULYSSES TRUST

Charity Number: 1170600
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Fundraising in order to provide financial support to Adventurous Training and challenging activities by members of UK's Military Reserve and Cadet Forces.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £482,078
Total expenditure: £397,959

People

8 Trustee(s)

40 Volunteer(s)

Employees with total benefits over £60,000

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

One or more of the employees were formerly trustees

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:
  • Education/training
  • Amateur Sport
  • Armed Forces/emergency Service Efficiency
Who the charity helps:
  • Children/young People
  • 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 Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 30 June 1992: Standard registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • 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
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Colonel Mark Siebenaller TD VR Trustee 30 September 2024
ARMY RIFLE ASSOCIATION
Received: On time
SOUTH EAST RESERVES AND CADETS WELFARE FUND
Received: On time
Honor Wilson-Fletcher Trustee 07 June 2024
None on record
Air Commodore Dawn McCafferty Trustee 07 June 2024
None on record
Brigadier Tim Seal TD DL VR Trustee 08 August 2023
BLIND VETERANS UK
Received: On time
JAMES RICHARD SWINBURN WILSON Trustee 17 May 2018
None on record
LT COLONEL PHILIP NEAME MBE Trustee 01 January 2017
None on record
SOPHIE ANNE FERNANDES Trustee 01 January 2017
The Portal Trust
Received: On time
ROD STABLES Trustee 01 January 2017
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 £275.00k £171.98k £171.98k £408.92k £482.08k
Total expenditure £336.00k £124.73k £124.73k £356.00k £397.96k
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 December 2023 11 September 2024 On Time
Accounts and TAR 31 December 2023 11 September 2024 On Time Download Open in new window
Annual return 31 December 2022 06 September 2023 On Time
Accounts and TAR 31 December 2022 06 September 2023 On Time Download Open in new window
Annual return 31 December 2021 23 September 2022 On Time
Accounts and TAR 31 December 2021 23 September 2022 On Time Download Open in new window
Annual return 31 December 2020 18 October 2021 On Time
Accounts and TAR 31 December 2020 18 October 2021 On Time Download Open in new window
Annual return 31 December 2019 15 July 2020 On Time
Accounts and TAR 31 December 2019 15 July 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.

CIO - FOUNDATION REGISTERED 07 DEC 2016 AMENDED ON 15 OCT 2024

Charitable objects

FURTHERING THE EFFICIENCY OF THE VOLUNTEER RESERVE FORCES AND THE EDUCATION OF THEIR PERSONNEL; PROMOTING INTEREST AND MORALE IN THE VOLUNTEER RESERVE FORCES AND RECRUITMENT TO THEM; AND PROMOTING THE EDUCATION OF MEMBERS OF THE CADET FORCES AND ENABLING IN THE INTERESTS OF SOCIAL WELFARE, SUCH PERSONS TO DEVELOP THEIR PHYSICAL, MENTAL AND MORAL CAPABILITIES THAT THEIR CONDITION OF LIFE MAY BE IMPROVED; BY UNDERTAKING EXPEDITIONS FOR THE PURPOSE OF CARRYING OUT RESEARCH IN GEOLOGY GEOPHYSICS GLACIOLOGY METEOROLOGY PHYSIOLOGY ORNITHOLOGY BOTANY NATURAL HISTORY AND KINDRED SCIENCES OR FOR SUCH OTHER PURPOSES THAT FURTHER THE OBJECTS AS THE TRUSTEES MAY DECIDE. SUCH EXPEDITIONS MAY INCLUDE INDIVIDUALS WHO ARE NOT THEMSELVES MEMBERS OF THE VOLUNTEER RESERVE FORCES BUT WHOSE PRESENCE NONETHELESS PROMOTES THE OBJECTS. IN THIS CLAUSE: "VOLUNTEER RESERVE FORCES" SHALL MEAN AUXILIARIES AND RESERVISTS OF HIS MAJESTY'S FORCES; AND “CADET FORCES” SHALL MEAN ANY MEMBER OF A CADET UNIT THAT IS SPONSORED BY THE MOD (ARMY CADET FORCE, SEA CADET CORPS, MOD SPONSORED SEA SCOUTS, RAF AIR CADETS, AIR TRAINING CORPS, RM VOLUNTEER CADET CORPS, RN VOLUNTEER CADET CORPS, COMBINED CADET FORCE, AS WELL AS ADULT VOLUNTEERS WITH THE CADET FORCES AND THE CADET EXPANSION PROGRAMME), OR A MEMBER OF A YOUTH ORGANISATION THAT WORKS UNDER A MEMORANDUM OF UNDERSTANDING WITH THE MOD

Linked charities

Linked charities
Linked charity 1170600-1 THE ULYSSES TRUST
Governing document
TRUST DEED DATED 6TH JUNE 1992 & SCHEME DATED 20 NOVEMBER 2002 AS AMENDED BY RESOLUTION 3 JULY 2008
Charitable objects
5. OBJECTS (1) THE OBJECTS OF THE CHARITY SHALL BE: (A) FURTHERING THE EFFICIENCY OF THE RESERVE FORCES AND THE EDUCATION OF THEIR PERSONNEL; (B) PROMOTING INTEREST AND MORALE IN THE RESERVE FORCES AND RECRUITMENT TO THEM; AND (C) PROMOTING THE EDUCATION OF MEMBERS OF THE CADET FORCES AND ENABLING IN THE INTERESTS OF SOCIAL WELFARE, SUCH PERSONS TO DEVELOP THEIR PHYSICAL, MENTAL AND MORAL CAPABILITIES THAT THEIR CONDITION OF LIFE MAY BE IMPROVED; BY UNDERTAKING EXPEDITIONS FOR THE PURPOSE OF CARRYING OUT RESEARCH IN GEOLOGY, GEOPHYSICS, GLACIOLOGY, METEOROLOGY, PHYSIOLOGY, ORNITHOLOGY, BOTANY, NATURAL HISTORY AND KINDRED SCIENCES OR FOR SUCH OTHER PURPOSES THAT FURTHER THE OBJECTS OF THE CHARITY AS THE TRUSTEES MAY DECIDE. (2) SUCH EXPEDITIONS MAY INCLUDE INDIVIDUALS WHO ARE NOT THEMSELVES MEMBERS OF THE RESERVE FORCES BUT WHOSE PRESENCE NONETHELESS PROMOTES THE OBJECTS OF THE CHARITY.
Area of benefit
NOT DEFINED
Registration history
  • 30 June 1992 : Standard registration

Contact information

Address:
David Evans &Co Ltd
Stowegate House
Lombard Street
Lichfield
Staffordshire
WS13 6DP
Phone:
07415 702685
Email:
honsec@ulyssestrust.co.uk
Website:

http://ulyssestrust.co.uk/ Open in new window