## **Trustees' Annual Report for the period** Period start date Period end date **From** 1 April 2023 **To** 31 March 2024 ## Section A Reference and administration details **Charity name** The Royal Wessex Yeomanry Association **Other names charity is known by** RWxY Assn **Registered charity number (if any)** 1162030 **Charity's principal address** Allenby Barracks Bovington Camp Wareham **Postcode** BH20 6JA ## **Names of the charity trustees who manage the charity** ||1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---|---| |||AnthonySHARMAN|Chairman||| |||Jules Speers|||| |||James Martin|||| |||Robert Kennedy|||| |||Wayne Price|||| |||Christopher Hart|Honorary
Treasurer||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| |||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| |||**Name**||**Dates acted if not for whole year**|| ||||||| ||||||| ||||||| March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** |**Type of adviser**|**Name**
**Address**|**Name**
**Address**| |---|---|---| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document[Constitution 5 Jun 15] - (eg. trust deed, constitution) How the charity is constituted - (eg. trust, association, company) > [Association] Trustee selection methods - (eg. appointed by, elected by)[Appointed by Existing Trustees] ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: The Trustees named on page 1 have served throughout the year. The appointment of Trustees is governed by the Constitution. None of the Trustees received any remuneration or reimbursement of expenses during the year. - policies and procedures adopted for the induction and training of trustees; - training of trustees; The Trustees actively review the major risk that the Charity faces on a regular basis. The Trustees have reviewed income and expenditure and - the charity’s organisational have maintained control over expenditure. - structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** To promote the efficiency of the Royal Wessex Yeomanry personnel by any charitable means, including but not limited to, fostering esprit de corps and maintaining contact between past and present members, including antecedent regiments; To relieve either generally or individually persons who are serving or who have served in The Royal Wessex Yeomanry, or the dependents of such persons, who are in conditions of suffering, need, hardship or distress. March **2012** **TAR** 2 The Trustees have complied with the duty in section 17(5) of the Charities Act 2011 to have due regard to the guidance published by the Charity Commission. The Charity is able to provide assistance to the persons and their dependants who have served with the above units. This can be in the form of grants of money, paying for services, goods and facilities for them, or making grants of money to other persons or bodies who provide goods, services, etc to those in need. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grant making; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance March **2012** **TAR** 4 Section D Achievements and performance **Summary of the main** The Trustees consider the performance of the Charity has been very **achievements of the charity** satisfactory seeing that it is the first year in which they have been **during the year** registered as a Fund. It has only been at the end of the current accounting period that the Charity has started to receive funds and therefore, so far, has not been in a viable position to support anyone up until now. This will change in the next reporting period, with the aim of the RWxY Assn to be able to provide grants and beneficiaries to those seeking assistance. Due to being newly formed the membership of the Association is still relatively small, growing the numbers, and the income received from having a larger membership, is seen as a priority to ensure the charity is in a position to support those that it has been set up to look after. ## **Section E Financial review** March **2012** **TAR** 5 ## **Brief statement of the charity’s policy on reserves** The constitution does not specify the requirement of a Reserve; therefore all of the income is applied in furthering the RWxY Assn charitable objects and all surplus income has therefore accumulated in an Unrestricted Fund. **Details of any funds materially in deficit** N/A ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. The Fund’s main source of income is through the Service Day’s Pay Scheme, with either 100% or 50% of a day’s pay being donated to the Charity by the serving community of RWxY. The Fund does not seek to raise funds direct from the public, instead the Fund solicits support from associated military and charitable organisations. Regimental and private donations remain an important source of income for the Fund and the Trustees would like to thank all those who have contributed so generously. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**|Anthony Sharman|Christopher Hart| |---|---|---| ||Anthony Sharman|Christopher Hart| ||Chairman|Treasurer| ||29thJanuary 25|| March **2012** **TAR** 6 ||**Charity Name**

**The Royal Wessex Yeomanry Association**|**Charity Name**

**The Royal Wessex Yeomanry Association**|**Charity Name**

**The Royal Wessex Yeomanry Association**|**No (if any)**
**1162030**|**CC16a**| |---|---|---|---|---|---| ||**For the period**
**from**|Period start date
**1-Apr-23**|**To**|Period end date
**31-Mar-24**|| ||||||| |**Section A Receipts and payments**|||||| |**A1 Receipts**
Subscriptions
**40**
Donations
**-**
**-**
**-**
**-**
**-**
**-**
**40**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 40**
**A3 Payments**
Grants
**541**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ 541**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 541**
**_Net of receipts/(payments)_ - 501**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**6,132**
**_Cash funds this year end_ 5,631**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**||**to the nearest £**
**10**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**10**
**-**
**-**
**-**
**10**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**10**
**-**
**2,871**
**2,881**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**50**
**-**
**-**
**-**
**-**
**-**
**-**
**50**
**-**
**-**
**-**
**50**
**541**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**541**
**-**
**-**
**-**
**541**
**- 491**
**-**
**9,003**
**8,512**|**Last year**
**to the nearest £**| ||||**-**|**50**|**115**| ||||**-**||**108**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**50**|**223**| ||||||| ||||**-**|**-**|| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||||| ||||**-**|**50**|**223**| ||||||| ||||**-**|**541**|**2,178**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**541**|**2,178**| ||||||| ||||**-**|**-**|| ||||**-**|**-**|| ||||**-**|**-**|**-**| ||||||| ||||**-**|**541**|**2,178**| ||||||| |||**10**|**-**|**- 491**|**1,955**| |||**-**|**-**|**-**|**-**| |||**2,871**|**-**|**9,003**|**7,095**| |||**2,881**|**-**|**8,512**|**5,140**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Bank Account
**Details**
**Details**
**Details**
**Details**
Signature
Christopher Hart
Anthony Sharman
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**4,906**
**1,226**
**-**
**-**
**-**
**-**
**4,906**
**1,226**
Agreement Error
Agreement Error
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
Christopher Hart
Anthony Sharman
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||Christopher Hart|Christopher Hart|**1/29/2025**| ||Anthony Sharman|Anthony Sharman|**1/29/2025**|