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2022-12-31-accounts

Durham
Light Infantry
Chapel
in Durham
Cathedral
and the
Memorial
Garden
in the
Cathedral
precincts;
and
~
to public museums
relating to British military
forces.
The advancement
ofculture and heritage
related to the armed forces, in particular
in upholding
the traditions
ofthe former
Durham
Light Infantry
and of
perpetuating
its deeds.
Summary
activities		 of the main
in relation to those		 Para 1,17and
1.19		 The Charity's
focus is to preserve
and raise
public awareness
of the former Durham
purposes for the public Light Infantry,
held
in such high esteem
benefit, in particular, the across the nation
but most particularly
in the
activities, projects or services North East of England. The Trustees are
identified in the accounts, particularly
grateful
to Durham
County
Council (DCC) for their exceptional
commitment
and support,
not just for the
maintenance
and safe keeping ofthe
Regimental
Collection,
but also for financing,
developing
and delivering
lifelong
learning
programmes
for schools, community
groups
and the public.
The Charity owns the Regimental
Collection
which is on loan to DCC under an
agreement
between
the Charity and DCC,
the most recent version of which came into
effect on 13October 2021.The Regimental
Collection comprises
two parts:
The Archive
is that part of the
Regimental
Collection consisting of
documents,
manuscript
and printed
books, maps and plans, photograph
albums
and photographs
etc
covering the entire history of the
Durham
Light Infantry
from 1758to
1968.The Archive is cared for by the
Durham
County Record Office
(DCRO), an Accredited
Archive
Service administered
by DCC.
~The Ob'ects is that part ofthe
Regimental
Collection consisting
of
some 15,000 2D and 3Dobjects
including
textiles,
uniforms,
weapons,
medals,
relics and memorials,
covering the entire history ofthe
Durham
Light Infantry
from 1758to
1968.The objects are cared for by
the DLI Collection (DLIC) which
is
also nationally
accredited
and is
administered
by DCC.
Following the closure of the DLI Museum in
2016, the DLIC has continued
to be
accessed through
a deconstructed
model
including
a Research and Study Centre,
secure stores, and collections care, learning
and engagement
programme,
and an
exhibition
offer comprising
ofa dedicated
gallery for five years (see below) and the
production
offive temporary
exhibitions
displayed
across the county.
DCC entered
into an agreement
in 2016with
Durham
University
(DU) for 5 years to
provide
provision
and services
in relation		 to
the DLIC. This includes
the DLI Gallery at
Palace Green Library, storage and access to
the medal collection, and associated
exhibition
programme.
The agreement
has
been extended
to January 2023.
Turning
to the reporting
period (1 January		 to
31 December 2022), COVID-19 restrictions
began to ease in February
and national
life
slowly returned
to some semblance
of
'normality.
' The Trustees have continued		 to
fo!Iow closely the plans for DCC's new
'
heritage
centre, 'The Story.
The Story
In 2022 the DCRO and DLIC prepared
the
collections for the move to a new heritage
centre to be known as 'The Story' at Mount
Oswald,
1'6 miles south of Durham
City
Centre. The new venue
will provide
permanent
high-quality
storage, meeting		 all
archival
and conservation
standards
as well
as improved
research
facilities, conservation
and digitisation
spaces and engagement
with the public through
an exhibition
and
learning
studio. The two parts of the
collection
will be reunited
through
shared
facilities allowing access to the collection in
new and improved
ways. The project is
supported
by NHLF funding
for an activities
and digital engagement
programme
to
improve access to and engagement
with		 the
Collection through
learning,
digitisation,
exhibition
and events. This will increase the
reach ofthe audience across the county and
beyond. 2022 saw the creation of new
learning
programmes
as part ofthis and the
development
work for the relocation.
Whilst work towards
The Story' has been
ongoing,
additional
activities have included:
Keeping Diaries Conference,
23-25
March 2022, Churchill
College,
Cambridge.
DCRO presentation		 on
the importance
of diaries as archival
ob'ects usin
man
Durham
Li ht
Infantry
diaries as examples.
Kohima Exhibition. The
development
ofa new exhibition
for
2024, marking
the 80th anniversary
of the Battle, and engagement
activities
including
the Kohima
Educational
Trust, British Council
and International
Office at DCC. This
will involve
learning
programmes
and
community
engagement
for the
anniversary
and creation ofthe
exhibition.
Development
ofOnline Exhibitions
by DCRO. Online exhibitions
on the
DCRO website were updated
in
2022, including
the identification
of
people
in the photo archive
in the
Korean War online exhibition
and the
inclusion
of new archival deposits
and accounts
in the Belsen online
exhibition,
Archives
Revealed.
With additional
funding
from the Trustees,
further
cataloguing
was carried out on new
deposits
in relation to the Charity.
This work continues as an extension
ofthe Archives
Revealed project.
Social media.
In November
2022,
the archives received access to the
Twitter account for The Story
increasing
visibility ofthe collection		 in
the run up to the opening ofthe new
site.
Learning
programmes.
Schools and
community
engagement
continued
with the collections
including
programmes
on WW1, WW2 and
Remembrance.
Having supported
the successful
application
by DCRO to The National
Archives
in 2019
for an Archives Revealed
grant to catalogue
DLI archives, the Trustees are represented
on the project Steering Group. Progress on
this three-year
project continued
through
2022.
Statement confirming Para 1.18 The Trustees have complied
with their duty
whether the trustees have in section 17(5)of the 2011 Charities
Act to
had regard to the guidance have due regard to the guidance
published
issued by the Charity by the Charity Commission
on public benefit.
Commission on public
benefit

onal)
 onal)
urther statements where relevant about:
SORP reference
In accordance
with the Charity's		 constitution
Para 1.38 dated the 3August 2017,as amended on 12
Policy on grant making grant making grant making March 2020, the Charity's
policy on grant
making is as follows:
to The Rifles' Benevolent
Trust, as
renamed
or amalgamated
into such
other charitable
organisations
from
time to time;
towards the upkeep ofthe Durham
Light Infantry
Chapel
in Durham
Cathedral
and the Memorial
Garden
in the Cathedral
precincts;
and
to public museums
relating
to British
military forces.
Para 1.38
Policy on social investment
including program related
investment
The Charity is hugely
grateful for the support
Para 1.38 that is given by many volunteers.
The DLIC
Contribution
volunteers		 made by and DCRO continue
to work with volunteers
to help catalogue,
research
and interpret
the
collections
thr ough learning
programmes.
This involves
veterans,
The DLI Friends and
DLI Association,
Volunteering
opportunities
are being developed
through
The Story
project to encourage
and support
more
people to explore and work with the
collections.
Other

Although
disappointment
continued
to be
voiced amongst
some in the North East (that
DCC was not going to re-establish
the old
Summary ofthe main Para 1,20 DLI Museum),
the Trustees remain
firmly
achievements ofthe charity, convinced
that the DCC plan to bring
identifying the difference the together the DLIC and the Archive, along
charity's work has made to with other local collections,
into 'The Story',
the circumstances
ofits
beneficiaries
and any wider
benefits to society as a
whole.		 represents
the very best possible outcome
for the Collection.
In this way, the Collection
will continue
to be conserved,
preserved
and
widely shared
thus helping
to ensure that the
Charity conforms to its three objects.
The Trustees were pleased to note the
progress
of a student
in Kohima who is in his
third year ofthe Charity's
5-year scholarship
programme
(a one-off donation
off625
made
in 2020) through
the Kohima
Educational
Trust (KET).This very much
supports
the charity's
aims of raising
awareness
of the Durham
Light Infantry,
not
just in India, but in the Regiment's
homeland
ofthe North East of England
through
promotional
material
in local media.
Additional information (optional)
You ma choose to include further statements
where relevant about:
Achievements against Para 1.41
objectives set
Investments
have been impacted
by the
Performance offundraising instability
caused
by global events but no
activities
set		 against objectives Para 1.41 more and no less than that experienced
by
other investors across the UK. The portfolio
was formally
reviewed
on 2 November
2022
by a special committee whose
recommendation
- not to make any changes
but to keep the porffolio under review —was
unanimously
agreed at a Trustees'
meeting
on 18November 2022.
Investment performance
against objectives Para 1,41
Other

Review ofthe charity's ofthe charity's ofthe charity's ofthe charity's ofthe charity's ofthe charity's ofthe charity's Para 1.21 Of the total sum off103,755 held on current Of the total sum off103,755 held on current Of the total sum off103,755 held on current Of the total sum off103,755 held on current
financial position at the end and deposit (f49,575 with the Royal Bank of
ofthe period Scotland
and the remainder
(f54,180) in		 the
COIF Deposit Account.
Of this total,
f30,942 is restricted. The Trustees
confirm
their previous
view that the level offree
reserves be maintained
at approximately
f30,000to cover ongoing
commitments		 and
irregular outgoings.
Statement explaining the Para 1.22 The Charity maintains
a working
reserve
policy for holding reserves in order to meet its objectives described
stating why they are held above for the purpose of:
a. Promoting
the efficiency ofthe
Armed Forces ofthe Crown,
through
promoting
the military
efficiency ofthe Army Reserve
Units based
in the County of
Durham,
by improving
facilities
and amenities
oftraining
and
service,
b. Creating,
repairing
and
maintaining
memorials
commemorating
the deeds ofthe
Durham
Light Infantry orthe
names of its members.
c. Making grants to The Rifles
Benevolent
Trust, as renamed		 or
amalgamated
into such other
charitable
organisations
from time
to time
d. Towards the upkeep ofthe
Durham
Light Infantry Chapel		 in
Durham
Cathedral
and the
Memorial
Garden
in the Cathedral
precinct.
e. To public museums
relating to
British Milita
Forces.
Amount of reserves held Para 1.22 f72,841
Reasons for holding zero Para 1.22 N/A
reserves
Details offund materially in Para 1.24 N/A
deficit
Explanation ofany Para 1.23 N/A
uncertainties about the
charity continuing as a going
concern
Additional information (optional)
You ma choose to include further statements
where relevant
about
The Charity's
principal
source of income		 is
The charity's principal derived from interest gained
within the
sources of funds includin Investment
Portfolio.
It is further
any fundraising) any fundraising) any fundraising) Para 1,47 supplemented
through
ad-hoc donations		 and
bequeathments.
In 2022 the Charity
realised F928 through these funding
streams.
This is in stark contrast to 2021
(which was exceptional)
and down
by
213,783.
The objective ofthe Charity's
investments		 is
Investment policy and to obtain the best financial
return
in order		 to
objectives
including
any
social investment
policy		 Para 1.46 maintain
an income stream
while furthering
the aims ofthe charity,
adopted
The Trustees have a Risk Register which
A description ofthe principal records any significant
risks identified
at their
risks facing the charity Para 1.46 bi-annual
meetings.
The assets ofthe Regimental
Museum
are
Other Heritage Assets. Heritage Assets are not
valued
in the Accounts.
No reliable valuation
is available.

Description
ofcharity's
trusts:
Type of governing
document		 Para 1.25 Constitution dated the 3August 2017as
trust deed, ro
3I charter		 Amended on 12 March 2020
How is the charity Para 1.25 As a Charitable Incorporated Organisation
constituted?
Ie g
Ll
llpco. pol ales
association
CIO
Trustee selection methods Para 1.25 By the Trustees
including
details of any
constitutional
provisions e,g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Additional Additional information (optional) (optional)
You ma choose to include further statements
where relevant
about
When a vacancy amongst the Trustees
is
expected,
potential
candidates
are identified,
Policies
adopted		 and procedures
for the induction		 and Para 1.51 Following
an initial approach
by a Trustee,
candidate's
name is put to a properly		 a
training oftrustees convened
meeting ofthe Trustees
with a
copy oftheir CV. If approved,
they are
appointed
by the Trustees for a period of 5
years. On appointment,
a new Trustee is
given an aide memoire
containing
a history
ofthe Durham
Light infantry
and ofthe
Charity, a copy ofthe Constitution,
the
Trustees'
Roll, a copy ofthe Charity's
most
recent accounts and copies ofthe minutes of
the previous
two Trustees'
meetings.
The Charity works very closely with the
The charity's organisational Heritage Venues and Collections
Ma~ager		 of
structure
network		 and
with		 any wider
which the		 Para 1.51 Durham
County Council's
Culture,
Sport and
Tourism as well as with the County Archivist
charity works at Durham
County Record Office.
The Charity recognises the general
support
Relationship with any related offered by the Army Museums
Ogilby Trust
parties Para 1.51 and will seek to engage more closely in
2023.
Other

Charity's principal address The Rifles Durham ONce
Elvet Waterside
DURHAM
County Durham
DH1 3BW
Trustee name Office (if any) Dates acted ifnot for whole
ear		 Name
to a		 ofperson (or body) entitled
oint trustee
ifan		 ofperson (or body) entitled
oint trustee
ifan
Colonel Harry Chair The Trustees themse! ves
1 Edward Shields
MBE DL
Christian
Hugh		 Secretary The Trustees themselves
2 Stuart Swinburne
LLB Hons
Major David Treasurer The Trustees themselves
Hamilton
MSc
Lieutenant
Colonel		 The Trustees themselves
4 Timothy John Harris
MBE
Colonel Stephen The Trustees themselves
John Hopper TD
Colonel Arthur 1 January to 17June The Trustees themselves
6 Watson Charlton TD 2022
DL
Brigadier Paul The Trustees themselves
7 Joseph Andrew
Baker OBE
Dr Keith John The Trustees themselves
Bartlett PhD BA
Major General The Trustees themselves
9 Charles Seymour
Collins DSO OBE
Lieutenant
Colonel		 The Trustees themselves
Daryl Dowdall
Lieutenant
Colonel		 18 March to 31 The Trustees themselves
Andrew
Hugh Ward		 December 2022
12
13
14
15
16
17
18
19
20