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THE QUEEN’S OWN GURKHA
LOGISTIC REGIMENT REGIMENTAL
TRUST
ANNUAL REPORT OF THE TRUSTEES | AND ANNUAL ACCOUNTS FOR THE YEAR ENDING 31 MARCH 2025
REPORT BY THE TRUSTEES OF THE QUEEN’ S OWN GURKHA LOGISTIC REGIMENT REGIMENTAL TRUST FOR THE YEAR ENDED 31°’ MARCH 2025
Background.
The original Queen’s Own Gurkha Transport Regiment Regimental Trust came into being on 2™ April 1992, when the Trust Deed was formally 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 embodied within 1, 28, 36, 66 (Fuel) & 94 Squadrons QOGLR, together with the |OQOGLR Light Aid Detachment all of which were integral units of 10 The Queen’s Own Gurkha Logistic Regiment and 9 Regiment The Royal Logistic Corps and other worldwide outlying detachments. Subsequently (from 1st December 2012) the Regiment re-roled as a Theatre Logistic Regiment. It was then embodied within | Supply Squadron, 28 Fuel and General Transport Squadron, 36 Headquarters Squadron and 10 QOGLR LAD, all of which were integral units of 10 The Queen’s Own Gurkha Logistic Regiment and other worldwide outlying detachments. The recent expansion of the Brigade of Gurkhas has resulted in the Regiment gaining additional Squadrons and roles. The new Squadrons are 14 Sqn, 15 Sqn, and 94 Sqn with 31 Squadron being reformed in 2023.
Objects of the Trust
The objects of the Trust are:
a. To promote the efficiency of the Regiment and the maintenance of its history, traditions and esprit de corps.
b. 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.
c: For other charitable purposes, promoting efficiency or esprit de corps of all ranks of or serving with the Regiment, including the provision of recreational facilities and amenities not provided for out of public funds.
d. To provide for the relief of hardship, distress or poverty amongst serving or former 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. A list of activities supported during 2024/20254 forms part of the Annual Accounts and this has been submitted to HQBG anda copy attached to the accounts of the Charity.
Public benefit
The Fund achieves its objectives by the making of charitable grants out of its capital and income for the purpose of promoting the efficiency of the armed 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 “the promotion of the efficiency of the armed forces of The Crown”. (Explanation; There are number of “Heads of Charity”. One of these is the promotion of the efficiency of the armed forces of The Crown and the emergency services).
The Charity is not particularly well endowed financially and seeks to build reserves invested via the Armed Forces Charities Growth & Income Fund. During the year a further £4,000 was invested.
Trustees and advisers.
The Colonel of the Regiment and Chairman of the Board of Trustees - Brigadier Patch Reehal MBE
Other Ex-Officio Trustees are: Commander QOGLR Lieutenant Colonel Oliver Nyman,
Gurkha Major QOGLR Major Bhim Shreesh. WOI1 (RSM) Tirtharaj Limbu
A new Trust Secretary Major Stu Milligan (took over on 13" July 2024 outside the period of this report).
Co-opted Trustees: Major General Ian Copeland CB, who retired as a Trustee on 15" January 2025 Lieutenant Colonel (Retired) Paul Gilham who was to retire as a Trustee on 31** May 2024.
Finance Sub Committee. The Officer Commanding 36 (HQ) Squadron QOGLR Major Fergus 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.WO2 Santosh Rai RQMS of 10 QOGLR represents the GURTAM point of view.
Major Tom Cowan Officer Commanding 31 Squadron is the Property member.
The Independent Services Agency Ltd provides Treasurer 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 Armed Forces Charities Growth & Income Fund (BRAFCG&IF income units).
Income and Expenditure
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 assessment and policy.
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 diversified as they can be. The Trustees have experienced previous down turns in the market but, being a charity with long term 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, investment and conflicts of interest. No such documents are required to cover volunteer management, safeguarding vulnerable beneficiaries and complaints handling as the Charity is most unlikely to have any involvement in such matters.
Activities and achievements.
All the activities planned for during the year were achieved and were successful.
Governance.
Trustees are selected on the basis of special skills that they can offer which will benefit the Charity in terms of its operation. A balance is maintained in order to ensure that both the retired and the serving elements of the Regiment are adequately represented. Trustees’ training is mainly achieved by virtue of positions held by Trustees in their civilian or military capacities. Where necessary, the Independent Services Agency Ltd provides specialised technical advice on relevant current charity matters.
The Trustees are all “volunteers” 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 thefuture.
Trustees plan to allocate funds to meet the 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.
Original Signed by the Secretary on behalf of all Trustees.
qoglrannualreportoftrustees2025
Independent Examiner’s Report to the Trustees of The Queen’s Own Gurkha Logistic Regiment Regimental Trust
I report on the accounts of the Trust for the period ended 31 March 2025 as set out on the attached documents.
Respective responsibilities of the Trustees and the Examiner
As the Charity’s Trustees you are responsible for the preparation of the accounts; you consider that the audit requirement of section 43(2) of the Charities Act 1993 (the Act) does NOT apply. It is my responsibility to state, on the basis of procedures specified in the General Directions given by the Charity Commissioners under section 43(7)(b) 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 but the materiality of this transaction is not considered to be significant nor a matter of concern.
Basis of the Independent Examiner’s Report
My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the Charity and a comparison 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 concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do NOT express an audit opinion on the view given in the accounts.
Independent Examiners Statement
In connection with my examination, NO matter has come to my attention;
(1) which gives me reasonable cause to believe that in any respect the requirements
~ to keep accounting 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.
= — i.) Name; S, A. CRANWELL- CH! 2).
Place; West End
Date; 2A AePRiu 2025
6
Charity Accounting Statement
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(Receipts & Payments Basis) Unrestricted funds CC57 (a)
The Queen's Own Gurkha Logistic Regiment Regimental Trust
Year ending 31st March 2025
Receipts] | CC] CCT CT CC Previous Year
PT rear ening 31 march 2024
ees Ot ESS Ps Oe CE ee ee ee
PTTa this year'samount | |
Gifts,voluntary| donationsreceiptsSee & |OtherdonationsNOTGA |DonationsRegimentalfundraising]eee ||_|| £250.00]| ee|cana]soot,ee ee
| | Donationsother donationsviajustcivingbewr |||| 226,2282,000.3 5 ].46]|sautacatz o .z0].xe
aPTes es==0 + |re
Receiptseamed |fotmer | | | | | =f J
lfromassets__—|BRAFCGaiFundRS | Ss | sd] SCs 86,257.99 | ts.725.72
Other|SEdTreceiptsEE__|DepositinterestsRSDvainterestRahee =.cl7[|| eeA|«| ee=||ee S|CTee eeeeeSCTez70gzfCT [ear] eeee eeeeas
es es es=X)
[Capital raised from sale of investments (NOTCountingasincome)|| |
|BRAFCGaIFrealisationofunits
| [| | 0.00)| [|e.]
a a a Se Se ee
| tTtatreceipts [235,004.12] |sa0.s8a.72
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|||
|---|---|---|---|---|---|---|
| Payments directlyfor | from the Brigade Educaton &Welfaregrant see listattached | |||||
| charitablepurposes | -£23,889.34 | -£23,783.15 | ||||
| Other COR Kukri |
-£671.00 | -£350.00 | ||||
| Welfare grant house rebuild | -£500.00 | -£733.90 | ||||
| ColonelCommandant Leaving Present | -£50.00 | |||||
| -£25,110.34 | -£24,867.05 | |||||
| Otherexpenditure | ||||||
| Payments forpublicity | Fees | |||||
| fundraisingandmanagement __ | JustGiving | £0.00 | ||||
| andadministration | Treasurer 22024/2025 | NOTyet applied | -£650.00) | |||
| Insurance | -£1,260.00 | |||||
| Other Minorgrants | ||||||
| Chattels | £742.80 | £591.98 | ||||
| Medalengraving | -£42.00 | : | ||||
| CricketOSVNepal | -£1,650.00 | |||||
| NORTHERN STRIKE | -£150.00 | |||||
| Museum visit | -£44.00 | |||||
| GBASubscription | NOTYETPAID | -£405.00 | ||||
| Project Oyam | -£2,780.93 | |||||
| Accoutrements | -£6,688.53 | |||||
| Trustee out ofpocketexpenses Grantstotal_—SSCSCSC~C~*Y Re-investement (NOTcounted as Expenditure) FinalTotal |
£0.00 -£250.00 i eee ees |
|||||
| Income | £35,094.12 | £30,982.72 | ||||
| Expenditure | -£42,468.60 | -£31,908.03 | ||||
| Excessofexpenditureoverincome | -£7,374.48 | -£925.31 | ||||
| Cash funds lastyearend | ||||||
| RBS C/a | £500.00 | £500.00 | ||||
| RBS D/a | £15,149.55 | £15,174.86 | ||||
| -£1,500.00 | -£600.00 | |||||
| £14,149.55 | £15,074.86 | |||||
| -£925.31 | ||||||
| -£7,374.48 | ||||||
| Balance afterdeduction ofexcessexpenditureoverincome £6,775.07 |
£14,149.55 | |||||
| Add back previousyear's uncleared £1,500.00 |
||||||
| £8,275.07 | £14,149.55 | |||||
| Cash funds this yearend | ||||||
| RBS C/a | £500.00 | £500.00 | ||||
| RBS D/a | £15,057.60 | £15,149.55 | ||||
| less uncleareditems -£7,282.53 |
-£1,500.00 | |||||
| £8,275.07 | £14,149.55 |
|gogtraccounts2024/2025
Original Signed By a Trustee on behalf of all the Trustees. Dated ( \ 5 Mee TOjul 25
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Expenditure summary
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||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Grants from|BEWF SDPS|Fund|
|[|[28/06/2024]carrcRgociRs'daysune]|=| =~|73] £300.00]|||—|£300.00)|
|}[08/07/2024|cs[06/07/2024|cescKesinecayerant|[04/07/2024]csr0gocinisisencons)]|=|=| =S|S74875]—«£:262.00|£200,001||||£200.00£262.00)|
|[|[[|[08/07/2024[csr0qocinsesqnat][15/07/2024|cB10qocins6sqnFamdayatishing][24/07/2024|c8r0QocirPipessonms]|24/07/2024|ca10Qocir10qocurTiaiwaueradiesvoleyoat =||||||=|=—378|£1,250.00|—877|—876|__—£258.00—|8|55]—84]|£|£200.00]3558|0.00]||||| £1,250.00)£258.00)£200.00)|£|5835|0.00)|
|£100.00|
|ea|£500.00|
||[|[10/09/2024|cei0qociRcamorianpt][10/09/2024|cer0qocursiaking]|—=s—s|_NE|cheque888]—«£350.||£1,500.|00]|||S£1,50£35|0.00|
|er|
|[17/09/202417/09/2024|csr0qociRdashan |ce10qocirociea|||=S—860]—£2,6SQ]—5|0|0.0.0|0|[]|||£2,60£5|0.|00]00|
|[16/09/2024]|suppiyRegtRLcs4sQNDastain|=||380__—£900.00]||__—|£900.00)|
|[16/09/2024]|ce 1sAaSPREGTALCISSQNDasnan|—|—=—384—£700.00]——|__— £700.00|
|}|03/10/2024|arrcsPeNcentratBank(Desrica)|—|—=—3883|—£200.00]——|£200.00)|
|}|30/09/2024|saaasAprIcentratBank(tmplevist)|—(|—=—384]—£150.00]—|||£150.00)|
|}04/10/2024|arncsPaNaHQrasqNDashain|—=—|—=—885]—£700.00_——|||£700.00)|
||||[08/10/2024|cer0Qoctrtadiesdaytt][08/10/2024]ce10QocirFaKiandsdasnan]|=|=| =~|886|_—«£:250.00|387|—£80.001_~—|| |—| £250.£80.|00|)|
|eee|
|||23/10/2024|GARRC|ExIMJINSWING (Golf)|||—390[__£400.00|||£400.00|
|||dirsubasncuring(taciestipy)||=]|£250.00]|||£250.00|
||[||[09/01/2025|CB10QOGLRMuster][15/01/2025[CB10QOGLRcultureday][25/11/2024|ce10qocirtosisnceoanoer]|05/11/2024[cer0qcrsisonar_—|—«896||S__—|~—400|«|=]892| £ «£900.00|1,|£280.00]262925|.|05|0]||||||—£1,925.01,262.5£900.00£280.00|0|}]|
||}07/02/2025|aracsPaNsasidetootvau=||402|£300.00]||— £300.00)|
|||||||[05/03/2025[CB10QOGLR28SQN][25/03/2025|CB10QOGLRKasamKhane—|——405(£2,750.00]][25/03/2025|CB10QOGLRNepaliNewYear__[__—406|—][26/03/2025|CB10QOGLRTempleGumbaetc_|]|10/03/2025|Mrfeb Raj 10 GurungQoGtRintake1SSQNCohesionfootballDinner|Night——[| ||403|||_404|407|£2,000.00]—409]—e300.£23,889.34£420.00 £200.00£500.00] _|£2,0|||__—£420.00)|| £2, £200.00)|0|£500.00)£300.00)0.00}750.00)0f|
|Expenditure|as per above|-£23,889.34|
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