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2021-12-31-accounts

Page
Report ofthe Trustees 1 to 10
Report ofthe Independent
Auditors
11to 13
Statement ofFinancial Activities 14
Balance Sheet 15
Cash Flow Statement 16
Notes to the Financial Statements 17to 26
Detailed Statement ofFinancial Activities 27 to 29

REFERENCE AND ADMINISTRATIVE REFERENCE AND ADMINISTRATIVE REFERENCE AND ADMINISTRATIVE DETAILS DETAILS
Registered
Charity number
1119071
Principal address
RHQ The Rifles
Peninsula
Barracks
Romsey Road
Winchester
Hampshire
SO23 8TS
Trustees
General Sir Patnck Nicholas Yardley Monrad Sanders KCBCBEDSO ADC Gen
Major General
Rupert Timothy Herbert
Jones CBE - Retired 6 July 2021
Major General Thomas Richardson Copinger-Symes
CBE
Brigadier TH Bewick OBE
Brigadier Charles Seymore Collins DSO OBE
Brigadier Mark Christian
Peter Wilson MBE
- Appointed 29 July 2021
Brigadier Daniel Reeve MC
Colonel Ralph Arundefl
Colonel Ashley Raymond
Fulford
OBE
Colonel Nikola lhc MBEQGM
Lieutenant
Colonel Peter James Alexander
Balls OBE
Lieutenant
Colonel Peter Dominick
Browne MBE - Retired 30September 2021
Lieutenant
Colonel John Alexander
Poole-Warren MBE
Lieutenant
Colonel Simon David Gray MBE
Captain David Alexander
McCutcheon
-Retired 1 July 2021
Jeremy Michael Archer
Simon Charles Hazlitt
Andrew George Wycliffe Jackson
Rebecca Charlotte Maciejewska
—Appointed
30 September 2021
Oliver Rupert Marsh
Henry Charles Steel

Year ended Year ended
31.12.21 31.1220
Unrestricted Restricted Total Total
funds funds funds funds
Notes 8 8
INCOME FROM
Donations
and legacies
649,756 1,543 651,299 235,596
Investment
income
216,387 15,388 231,775 303,224
Charitable
activities
Green Jacket Close 63,614 63,614 66,384
Total 866,143 80,545 946,688 605,204
EXPENDITURE ON
Raising funds
Charitable
activities
69,450
500,436
4,704
116,631
74,154
617,066
65,126
583,723
Total 569,886 121,335 691,221 648,849
Net (losses)/gains on investments 1,397,261 99,588 1,496,849 1,508,626
Net (expenditure)/income 1,693,518 58,798 1,752,316 1,464,981
Transfer between funds
Net movement
in
funds 1,693,518 58,798 1,752,316 1,464,981
RECONCILIATION OF FUNDS
Total funds brought forward 15,588,152 6,531,606 22,119,758 20,654,777
TOTAL FUNDS CARRIED FORWARD 17,281,670 6,590,404 23,872,074 22,119,758

Notes 2021I 2020
FIXEDASSETS
Tangible assets 13 5,345,000 5 345 000
Investments 14 18,270,924 16,649,075
23,615,924 21,994,075
CURRENT ASSETS
Debtors 15 195,187 91,008
Cash at bank 16 129,803 110,540
324,990 201,548
CREDITORS
Amounts
falling due within one year
17 (68,840) (75,865)
NET CURRENT ASSETS 256,150 125,683
TOTAL ASSETSLESSCURRENT LIABILITIES 23,872,074 22,119,758
NET ASSETS 23,872,074 22,119,758
FUNDS 19
Unrestricted
funds
17,281,670 15,588,152
Restricted
funds
6,590,404 6,531,606
23,872,074 22,119,758

2021 2020
Notes g
Cash flows from operating activities:
Cash generated
from operations
144,254 50,728
Net cash provided
by
(used in) operating activities 144,254 50,728
Cash flows from investing activities
Purchase offixed asset investments (5,176,499) (5,712,227)
Sale offixed asset investments 5,051,499 5,712,227
Interest received 10 89
Net cash provided
by
(used in) investing activities (124,990)
Change in cash and cash equivalents in the reporting period 19,263 50,817
110,540 59,723
Cash and cash equivalents at the end ofthe reporting period 129,804 110,540
1. RECONCILIATION OF NET (EXPENDITURE)/INCOME TO NET CASH FLOW FROM OPERATING
ACTIVITIES
2021 2020
g
Net
(expenditure)/income
for the reporting period (as per the
statement offinancial activities) 1,752,316 1,464,981
(Gain)/Loss
on investments
(1,496,849) (1,508,626)
Interest received (10) (89)
(Increase)/Decrease
in
debtors (104,178) 82,624
Increase/(Decrease)
in
creditors (7,025) 11,838
144,254 50,728
ANALYSIS OF CHANGES IN NET (DEBT)/FUNDS
At 01.01.21 Cash flow At 31.12.21
Net cash
Cash at bank 110,540 18,995 129,535
110,540 18,995 129,535
Total 110,540 18,995 129,535

DONATIO N S
AND LEGACIE
S
Unrestricted Restricted Year ended Year ended
funds funds 31.12.21 31.12.20
g g
Regimental subscriptions 147,244 40 147,284 155,865
Subscriptions -RGILadies Guild 565 565 788
Donations - general 6,731 638 7,369 11,289
Donations - C4C appeal 130,764 130,764 67,054
Donations - Joanne Booth-Mason Memorial Fund 269 300 569 600
Legacy income 364,748 364,748
649,756 1,543 651,299 235,596
INVESTMENT INCOME
Unrestricted Restricted Year ended Year ended
funds funds 31.12.21 31.12.20
g g
Investment income - general 216,377 216,377 281,750
Investment income - RGJ Ladies Guild 3,170 3,170 4,168
Investment income - GJClose 5,556 5,556 7,554
Investment income - Peter Bateman bursary 230 230 373
Investment income - Joanne Booth Mason Memorial Fund 210 210 383
Investment income - Margaret Phillips Legacy 6,222 6,222 8,907
Deposit account interest - general 10 10 89
216,387 15,388 231,775 303,224
CHARITABLE ACTIVITIES
Year ended Year ended
31.12.21 31.12.20
Activity 8
Maintenance charge Green Jacket Close 63,614 66,384

Unrestricted Restricted Year ended Year ended
funds funds 31.12.21 31.12.20
investment
management
fees 66,437 4,704 71,141 63,860
C4C fundrmsmg cosis 3,013 3,013 1,266
69,450 4,704 74,154 65,126
CHARITABLE ACTIVITIES COSTS
Grant funding Support
Direct ofactivities costs
costs (see note 7) (sce note 8) Totals
RHQ 39,936 393,818 66,681 500,436
Green Jacket Close 82,157 348 82,505
RGJ Ladies Guild 2,625 2,625
Peter Bateman bursary 2,670 2,670
Joanne Booth-Mason Memonal
Fund
4,836 4,836
Margaret Phillips Legacy Fund 23,995 23,995
122,093 427,944 67,030 617,066
GRANTS PAYABLE
Year ended Yearended
31.12.21 31.12.20
8
Grants to other Charities 60,000 60,000
Through
RI-IQ
333,818 344,154
RGJ LaChes Guild 2,625 3,600
Grants through Peter Batsman Bursary 2,670 1,770
Grants through Joanne Booth Mason Memorial Fund 4,836 6,211
Grants through John Hams (DLU Bequest Fund
Grants through Margaret Phdlips Legacy Fund 23,995 29,407
427,944 445,142
Total ofgrants paid during the year was as follows:
Year ended Yearendcd
31.12.21 31.12.20
ABF (The Soldiers' Charity) 60,000 60,000
Grants to battalions
(Through
RHQ) 60,000 52,000
C4C (Through RHQ) 42,968 63,851
Through RHQ 230,850 228,303
393,818 404,154
RGJ Ladies Guild Chnstmas grmtts 2,625 3,600
Peter Bateman bursary grants 2,670 1,770
Joanne Booth-Mason Memorial I'und grants 4,836 6,211
John Harris (DLI) Bequest Fund
Margaret Phillips Legacy Fund 23,995 29,407
427,944 445,142

Year ended Year ended
Management Governance 31.12.21 31.12.20
8
RHQ 59,211 7,470 66,681 70,847
Green Jacket Close 348 348 3,791
RGJ Ladies Guild 23
59,560 7,470 67,030 74,660
9. GOVERNANCE COSTS
Unrestricted Restricted Year ended Year ended
funds funds 31.12.21 31.12.20
8 g 8
Fidelity insurance 1,116 1,116 308
Auditors' remuneration 6,354 6,354 6,357
7,470 7,470 6,665

STAFF COSTS
Year ended Year ended
31.12.21 31.12.20
g 8
Wages and salaries 42,269 21,210
The average monthly number ofemployees during the year was as follows:
Year ended Year ended
31.12.21 31.12.20
Green Jacket Close and RHQ support 3 2

Unrestricted Restricted Total
funds funds funds
8 8
INCOME FROM
Donations
and legacies
234,208 1,388 235,596
Investmentincome 281,839 21,385 303,224
Charitable
activities
Green Jacket Close 66,384 66,384
Total 516,047 89,157 605,204
EXPENDITURE ON
Raising funds 60,649 4,477 65,126
Charitable
activities
489,937 93,786 583,723
Total 550,586 98,263 648,849
Net gains/(losses)
on investments
734,112 774,514 1,508,626
Net income/(expenditure) 699,573 765,408 1,464,981
Trasnfer between
funds
Net movement
in funds
699,573 765,408 1,464,981
RECONCILIATION OF FUNDS
Total funds brought forward 14,888,579 5,766,198 20,654,777
TOTAL FUNDS CARRIED FORWARD 15,588,152 6,531,606 22,119,758

Freehold
property
MARKET VALUE
B/fwd 5,345,000
Revaluation
5,345,000
NET BOOKVALUE
At 31December 2021 5,345,000
At 31December 2020 5,345,000

Listed
investments
MARKET VALUE
At 1January 2021 16,649,075
Additions 5,176,499
Disposals (5,05 1,499)
Revaluation 1,496,849
At 31December 2021 18,270,924
NKT BOOKVALUE
At 31December 2021 18,270,924
At 31 December 2020 16,649,075
Market
value
g
Within the United Kingdom 5,579,410
Outside the United Kingdom 12,691,514
18,270,924

15. DEBTORS
2021 2020
8
Other debtors 195,187 91,008
16. CASH AT BANK
Cash at bank is represented
by:
2021 2020
Cash held by RHQ 128,332 106,353
Cash held by RGJ Ladies Guild 1,203 3,947
Cash held by Rifleman's Air Society 269 240
129,803 110,540
17. CREDITORS: AMOUNTS 1IALLING DUE WITHIN ONE YEAR
2021 2020
8
Other creditors 68,840 75,865

Unrestricted Restricted Total Total
funds funds 2021 2020
8
Fixed assets 720,000 4,625,000 5,345,000 5,345,000
Investments 17,290,302 980,622 18,270,924 16,649,073
Current assets (659,792) 984,782 324,990 201,549
Current liabilities (68,840) (68,840) (75,865)
17,281,67D 6,590,404 23,872,074 22,119,758
MOVEMENT IN FUNDS
Balance nt Incoming Resources Investments Bakxnce at
01.01,2021 resources expeaded gaias/(losses) Transfers 31.12.2021
8 8
Unrestricted
funds
General 15 588 152 866,143 569,886 I 397261 17,281,670
Restricted funds
RGJ Ladies Guild 235,291 4,373 3,597 20,428 256,495
Green Jacket Close 5,772,602 69,170 84,210 35,799 5,793,361
Peter Bateman Bursary 24,270 230 2,741 1,480 23,239
Joanne Booth-Mason 18,414 550 4,900 1,350 15,414
John Heros (DLI)Bequest Fund
Margaret
Phigips Legacy Fund
481 029 6,222 25,887 40 53I 501,895
6,531,606 80,545 121,335 99,588 6,590,404
TOTALFUNDS 22,119,758 946,688 691,221 1,496,849 23,872,074
Comparatives
for movement
in funds
Balance st Incoming Resources Investments Balance at
01.01.2020 resources expended gaias/(losses) Transfers 31.12.2020
8
Unrestricted
funds
General 14888 579 516,047 550,586 734 112 15,588,152
Restricted
funds
RGJ Ladies Guild 223,994 4,956 4,501 10,842 235,291
Green Jaoket Close 5,014,014 73,938 54,350 739,000 5,772,602
Peter Batsman Bwsaiy 24,955 373 1,844 786 24,270
Joanne Booth-Mason 22,999 983 6,285 717 18,414
John Hams (DLI) Bequest Fund
Margaret
Phillips Legacy Fund
480236 8 907 31,283 23 169 481,029
5,766,198 89,157 98,263 774,514 6,531,606
TOTALFUNDS 20,654,777 605,204 648,849 1,508,626 22,119,758
A current year 12mooths and prior year 12 months corn Dined position is as follows;
Balance at Incoming Resources Investments Balance at
01.01.2020 resources expended gains/(losses) Transfers 31.12.2021
8 8
Unrestricted
funds
General 14,888,579 1,382,190 I 120472 2,131,373 17,281,670
Restricted funds
RGJ Ladies Gudd 223,994 9,329 8,098 31,270 256,495
Green Jacket Close 5,014,014 143,108 138,560 774,799 5,793,361
Peter Bateman Bursary 24,955 603 4,585 2,266 23,239
Joanne Booth-Mason 22,999 1,532 11,184 2,067 15,414
John Hams (DLBBequest Fund
Margaret
Philhps Legacy Fund
480,236 15,129 57,170 63,700 5D1,895
5,766,198 169,701 219,597 874,102 6,59D,4D4
TOTAL FUNDS 20,654,777 1,551,891 I 340,069 3,005,475 23,872,074

Year ended Year ended
31.12.21 31.12.20
INCOME FROM
Donations and legacies
Regimental subscriptions 147,284 155,865
Subscriptions
-RGJ Ladies Guild
565 788
Donations - general 7,369 11,289
Donations -C4C appeal 130,764 67,054
Donations —Joanne Booth-Mason Memorial Fund 569 600
Legacy income 364,748
651,299 235,596
Investment
income
Investment income - general 216,377 281,750
Investment income - RGJ Ladies Guild 3,170 4,168
Investment income —GJ Close 5,556 7,554
Investment income - Peter Bateman bursary 230 373
Investment income —Joanne Booth Mason Memorial Fund 210 383
Investment income - Margaret Phillips Legacy 6,222 8,907
Deposit account interest - general 10 89
231,775 303,224
Charitable
activities
Green Jacket Close maintenance charge 63,614 66,384
946,688 605,204
EXPENDITURE ON
Raising funds
Investment management fees 71,141 63,860
C4C fundraising 3,013 1,266
74,154 65,126
Charitable
activities
Wages 46,200 22,340
Insurance -Green Jacket Close 2,327 2,219
Green Jacket Close - general maintenance 39,396 15,680
Green Jacket Close - major repairs and contingency 26,677 19,032
Casualty
support
3,300 2,022
Wreaths/ Rememberence 4,193 2,627
Grants 427,944 445,142
550,037 509,062

Year ended Year ended
31.12.21 31.12.20
Support casts
Postage and stationery 460 113
Telephone 449 191
ITsupport costs 28,813 34,397
Rifles database 16,638
Staffhonoraria 12,000 5,000
Trustee meeting costs 74
Fidelity insurance 1,116 308
Professional
fees
3,600
Accountancy 7,279 7,783
Auditors
remuneration
6,354 6,357
Interest paid
Presentations 200
Travel 10,557
67,030 74,661
Total 691,221 648,849
Net (losses)/gains on investments 1,496,849 1,508,626
Net (expenditure)/income 1,752,316 1,464,981

RGJ Ladies Green Peter Joanne John Harris Margaret
Guild Jacket Bateman Booth-Mason (DLI)Bequest Phigips
Fund Close Bursary Memorial Fund Fund LegacyFund
8 g
INCOME FROM
Subscripttons 565 40
Investment
income
3,170 5,556 230 210 6,222
Green Jacket Close mamtenance charge 63,614
Donattons 638 300
Total 4,373 69,170 230 550 6,222
EXPENDITURE ON
Wages 13,757
Insurance 2,327
Telephone 348
General maintenance 39,396
Major repairs 26,677
Postage and stationery
Professtonal
fees
Grants payable 2,625 2,670 4,836 23,995
Investment
management
fees 972 1,705 71 64 1,892
Total 3,597 84,210 2,741 4,900 25,887
Net (losses)/gams on investments 20,428 35,799 1,480 1,350 40,531
Net (expenditure)/income 21,204 20,759 (1,031) (3,000) 0 20,866
Transfer bctwccn funds
Net movement
ia
funds 21,204 20,759 (1,031) (3,000) 0 20,866
RECONCILIATION OFFUNDS
Total funds brought forward 235,291 5,772,602 24,270 18,414 481,029
TOTAL FUNDS CARRIED FORWARD 256,495 5,793,361 23,239 15,414 501,895