REPORT BY THE TRUSTEFS nF THF.
UEEN, S OWN GURKHA LOC.ISTIC
RF.GIMENT REGIMFNTAL TRUST FOR THE YF.AR F.NDF.D 31. ' MARCH 2024
BackgrouniL
The original Queen's Own Gurkha Transport Regiment Regimental Trust came into being on
2. April 1992. when the Trust Deed was fomially adopted. Subsequently the structure of the
Regiment changed dramatically as a result of reductions within the Brigade of Gurkhas and the
withdrawal from Hong Kong.
Until 31° November 2012 the Regiment was embodicd within 1. 28, 36, 66 (Fuel) & 94
Squadrons QOGLR. together with the IOQOGL.R Light Aid Detachment all of which were
integral units of l O The Queen's Own Gurkha l.ogistic Regiment and 9 Regiment The Royal
Logistic Corps and other worldwide outlying detachments. Subsequenily (from I st December
2012) the Regiment re-roled as a Theatre Logistic Regiment. It was then embodied within I
Supply Squadron, 28 Fuel and General Transport Squadron, 36 Headquarters Squadron and l O
QOGLR LAD, all of which were integral units of 10 The Queen's Own Gurkha l.ogFistic
Regiment and other worldwide outlying detachments. The recent expansion of the Brigade of
Gurkhas has resulted in the Regirnent gaining additional Squadrons and roles. The new
Squadrons are 14 Sqn, 15 Sqn, and 94 Sqn wilh 31 Squadron beingF reforn]ed from 2023.
Objecls of the Trusl
The objects of the Trust are:
To promote the efficiency of the Regiment and the maintenance of its history,
traditions and esprit de corps.
To purchase such chattels and other property as is, in the opinion of the Managing
Trustees, for the benefit of the Regiment and to insure and maintain such property.
For other charitabl¢ purposes, promoting efficiency or esprit de corps of all ranks of or
serving with the Regiment, includtng the provision of recreational facilities and amenities not
provided for out of public funds.
To provide for the relief of hardship. di£tress or poverty amongst serving or fornier
members of the Brigade of Gurkhas and dependents by the provision or application of monies
whether by gift or loan.
These objects have been borne in mind by the Trustees during the period under review.
The Charity receives a generous grant each year from the Brigade Education and Welfare
Fund. This is found from the Soldiers Day's Pay Giving scheme and must be spent within the
financial year on activities that directly benefit serving members of the Regiment and their
families. In the previous year, owing to the deployment of much of the Regiment overseas, it
was NOT possible to spend the grant in full and HQBG was inforn]ed of this. £1,920 was
carried fonvard to the year now under report. A list of activities supported during 202312024
will then be submitted to HQBG and a copy attached to the accounts of the Charity.
Public benefil
The Fund achieves its objectives by the making of charitable grants out of its capital and
income for the purpose of promoting the etTiciency of the amied forces of The Crown,
particularly by supporting the welfare of serving personnel and in commemorating the history
and traditions of the Regiment.

The Charity usually makes a range of grants that award initiative, support adventurous training
and sport. and other activities that are not adequately, or directly, provided from Public Funds.
A wide range of activities were supported.
The Trustees consider. therefore, that the Charity more than met the requirement to provide
Public Benefit under the charitable "Head" of 'tthe promotion of the efficiency of the am)ed
forces of The Crown" (Explanalion,. There are number of "Heads uf Charity" One of Ihese
is the promotion of Ihe efficiency of ihe armedforces of The Crown and ihe emergency
services).
The Charity is not well endowed financially and Seeks to build reserves invested via the Arnied
Forces Charities Growth & Income Fund. During ihe year a further £5.000 was invested. The
addition of the new Squadrons has resulled in expenditure to ensure that they really feel part of
Ihe Regiment and adopt its ethos and traditions.
Truslees and advisers.
The Colonel of the Regiment and Chairnian of the Board of Trustees is Brigadier Patch R¢¢hal
MBE who was appointed on I" August 2020.
Other Ex-officio Trustees are:
Commander QOCJLR Lieutenant Colonel Oliver Nyman,
Gurkha Major QOGLR Maj()r Bhim Shreesh.
Regjimental Senior Major Gary Power.
WOI {RSM) Lok Sunuwar
Co-opted Trustees:
Major General lan Copeland CB,
Lieutenani Colonel (Retired) Paul Gilham
The OC I Squadron QOGLR. Major Mike Ruocco RLC is Secretary to the Trustees.
Finanee Sub Committee. The Officer Commanding 36 (HQ) Squadron QOGLR Major
I'ergus Cowen RLC is Secretary of the Finance Committee which consists of the Co-opted
Trustees and Major (Retd) Mike Adler. Major Adler is NOT a voting member of this
Committee.W02 Santosh Rai RQMS of10 QOGLR represents the GURTAM point of view.
Major Tom Cowan Officer Commanding 31 Squadron is the Property member.
The Independent Services Agency Ltd provides Trcasurer support to the Trustees.
The Trustees Continue to make use of Holt's Military Banking (part of the Royal Bank of
Scotland plc) as their Bankers.
The Trust's investments are now entirely with the BlackRock Arnied Forces Charities Growth
& Income Fund (BRAFCG&IF income units).
Income and Erpendilure
Income was derived wholly from the BRAFCG&IF income units. A small amount of bank
deposit interest accrued. The Brigade Education and Welfare Fund made a grant of £20,241.00
which was used for welfare purposes within the expanded Regiment. The Trustees are

continuing to grow the assets of the Charity in order to provide funds for future benevolence
and the well-being of the Regiment.
Risk assessmenl andpolicy.
The Trustees review the risks, which might affect the Charity, on a regular basis. The main
risk is assessed as being a major collapse of the Stock Market but. nevertheless, they consider
that their investments, which are professionally managed. are as well diversifjed as they Can
be. The Trustees have experienced previous down lums in the market but, being a charity with
long terni expectations and requirements. they are content that their present investment policy
is the proper one. Written policy documents are in place to cover risk management. inwestment
and conflicts of interest. No such documents are required to c()ver volunleer management,
safeguarding vulnerable beneficiaries and complaints handling as the Charity is most unlikely
to have any involvement in such matters.
Aclivllle,¥ and achievemenls.
All the aclivities planned tor during the year were achieved and were successful.
Governance.
Trustees are selected on the basis of special skills that they can ofTer which will benefit ihe
Charity in temis of its operalion. A balance is maintained in order to ensure that both ihe
retired and the servingy elements of th¢ Reg7iment are adequately represented. Trustees.
training is mainly achieved by virtue of posilions held by Truslees in their civil ian or military
capacities. Where necessary, the Independent Services Agency Ltd provides specialised
technical advice on relevant current charity matters.
The Trustees are all "voluntecrs" and offer their services on a financially un-rewarded basis.
No other volunteers are employed.
The Charity has no trading subsidiary and is not a member of the Fundraising Standards Board
as it does not seek to raise funds.
Plansfor ihefulure.
Trustees plan to allocate funds to meel th¢ needs of the expanded Regiment. Thus they intend
to continue to grow the assets of the Charity and to assist the Regiment with grants for suitable
charitable purposes.
Signed by the Secretary on behalf of all Trustees.
The original documenl approved al Ihe Trw¢ee,i Meeling held un 21 May 2024
qoglrnnnualreportoftrnstee$2024

Inde
ndent Examiner's Re
Re
iment81 Trust
ort to the Trustees of The
ueen's Own Gurkha Lo
istic Re
iment
I report on the accounts of the Trust for the period ended 31 March 2024 as set out on the attached
documents.
ective res
onsibllitles o
Ihe Truslees and Ihe E¥amlner
As the Charity's Trustees you are responsible for the preparation of the accounts" you consider thal the
audit requirement of section 43(2) of the Charities Act 1993 (the Act) does NOT apply. It ts my
responsibility to slale, on the basis of procedures specified in the General Directions given by the
Charity Commi55ioners under seclion 43{7Kb) of the act. whether particular matters have come to my
attention. It will be noted that a small adjusting item has been included on the Receipts and Payments
account bui the materiality of this transaction is not considered to be significant nor a matter of
oncern.
Basis o
Ihe Inde
endeni Eranun
r's Re
orl
My examination was ca￿led out in accordance with the General Directions given by ihe Charity
Commissioners. An examination includes a review of the accounting records kept by the Charity and a
omparison of the accounts presented with those on record. It also includes consideration of any
unusual items or disclosures in the accounts. and seeking explanations from you as Trustees ¢on¢¢rnin8
any such mallers. The prwedures undertaken do nol provide all the evidence thal would b¢ required
in an audit. and consequently I do NOT express an audil opinion on the view given in the accounts.
endeni Eramlners Sialemen¢
In ronnection with my examination, NO matter has come to my attention;
( l ) which gives me reasonable cause to believe that in any respect the requirements
to keep accountin8 records in accordance with section 41 of the Act. and
to prepare accounts which accord with the accounting records and to comply with the accounting
requirements of the Act
have not been met. or
(2) to which, in my opinion, attention should be drawn in Order to enable a proper understanding of
the accounts to be reached.
Plac¢; West End
.￿￿120Z

Charity Accountlng Statement I
fR￿¢1pts & Payments Basls)
Unrnstrlcted funds
wn GU￿h8 L Istlc R Iment R Imentai frust
CC57 lal
Prevlous Yeor
Ye•r •ndlngJl Il•rch X12J
Year ending 31 Irfarch 2024
Thls yearfs amount
Glfts. donatlons &
voluntary recelpts
Other donatlons NOT GA
Donations Regimental fund ralslng
Donations via Just Glving
Other donations
8EWF
£0.00
£869.71
£2,189.29
£21,129.14
£5.00
E646.ry)
É2.331.88
£19,W.Zl
£24.188.14
£831.41
£11.651.10
Other
Recelpts e•med
from ￿86th
BRAFCG&I Fund
£5,725.72
É5.424.76
Oth•r rK•lpts
Deposit Intor•Jt
RBS Dla Interest
£237.45
£61.19
£30,982.72
E21,137.05
Capltol rolsedfrom Sale ollnve5tments (Nofcountlnq as Income)
BRAFCG&IF reallsatlon of unlt5
Tot41 rnc•lpts
£30,982.72
l•lJ7J15
P•yments
P•ymenls dlr•ctly for
charltable purpoJ•8
For list of grants made in the year 202312024
from the Brlgade Educaton & Welfare Brant see Ilst attached
-£23,783.15
.£350.00
-£733.90
416.709.91
Other
COR Kukrl
Iwelfare fllght
-£24,867.05
Other expendlture
ym•nts forpubllclty
fundr•lslng •ndm•n•g•m•nt
•ftd•dffllnl¥Jtr•ll¢)n
Fees
lust Glvlng
Treasurer 1202212023 (Cleared In 20231241
Treasurer 202312024
.£144.00
4216.
46￿.
-£650.00
4816.00
Other Mlnor irants
Wreath
Chattels
-£591.98
4110SJ9
42.105.59
GBA Subscriptlon
-£405.00
Trustee out of pocket expenses 'v
Grants total
"n¥•st•ment INOT counted as Exp•ndltur•l
-£250.00
-£Z6.908.03
-£5,000.00
.£31,908.03
4J9,631.51
£30,982.72
-£31.908.03
-£925.31
Excess oAexpendlture o¥erlncome
É7.W.54
Cash funds last year end
R8S Cla
£500.00
£507.00

'RBS Dla
£15,174.86
-£600.00
£15.074.86
-£925.31
£6.984.32
4390.fX)
£73,173.06
E15
Balance after deductlon of excess expenditure over income
£14,149.55
£14,149.55
Cash funds thls ywr end
RBS Cla
R85 Dla
£51XJ.00
£15,149.55
-£1,500.00
£14.149.55
£xv,
£15,174.86
less uncleared Item
600.(K)
£15,074.
Orlglnal Signèd by a Trustee on behalf of all the Trustees.
Dated

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