## **Trustees’ Annual Report and Accounts: Suffolk and Norfolk Yeomanry Trust Charitable Incorporated Organisation** ## **Trustees' annual report for the period** Period start date Period end date ~~Da Mont Year Da Mont Year~~ **From To** Reference and administration details _Suffolk and Norfolk Yeomanry Trust_ **Charity name Other names charity is known by** 1192976 **Registered charity number (if any) Charity's principal address** Muckleburgh Military Collection Weyborne Sheringham Norfolk **Postcode** NR25 7EH **Names of the charity trustees who manage the charity** |**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---| |_Simon Fowler_|_Chairman_||| |_Gary Walker_|_Secretary and_
_Curator_||| |_Trevor Jones_|_Treasurer_||| |_Peter Britten_|_Trustee_||| |_Brian Greengrass _|_Trustee_||| |_Martin Long_|_Trustee_||| |_Stephen Reynolds _|_Trustee_||| 1 **Structure, governance and management** **Description of the charity’s trusts** Constitution adopted 5 Jan 2021 Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Trustees are appointed or reappointed annually at the Annual Trustee selection methods General Meeting held in January (eg. appointed by, elected by) ## **Objectives and activities** ||Objects| |---|---| |**Summary of the objects of the**
**charity set out in its governing**
**document**|The objects of the CIO are to hold the museum artefacts, the Regimental
Silver Collection and all other assets and charitable funds currently held
by the Trustees of a Scheme dated 27th September 1978 and a Trust| ||created by a Deed dated 3rd February 1986 (charity no. 293764) to| ||applythe same as follows:| ||(1)
Issuing grants to the Suffolk & Norfolk Yeomanry Associations for| |**Summary of the main**|the relief of need of persons who have served in the former units| |**activities undertaken for the**|comprising the Suffolk Yeomanry and the Norfolk Yeomanry and to the| |**public benefit in relation to**|maintenance of the welfare of members of such Associations;| |**these objects**|(2)
Making donations to ex servicemen's hospitals homes or institution;| ||(3)
Ensuring that the Museum Artefacts are housed in an appropriate| ||museum provided that satisfactory arrangements exist for the preservation| ||maintenance and insurance of all such items: and| ||(4)
Ensuring the Regimental Silver Collection is kept in a safe location| ||and fully protected and insured:| ## Achievements and performance |**Summary of the main**
**achievements of the charity**
**during the year.**|The Trusts historical collection was available for viewing by the
public throughout the reporting period it being displayed in the
Mucklebrugh Military Museum at no cost to the Trust and with
the Museum covering the annual estimated insurance premium.
A revised Deed, covering the safekeeping and display of the
Trust’s assets, was negotiated by the Chair of Trustees during
the reporting period and agreed with the owner of the
Muckleburgh Military Museum before being and signed of on
behalf of both parties.
The Trust silver collection remained on display at the Royal
Artillery Barracks, Woolwich, with items also being displayed at
the Sandringham Flower Show in July for viewing both the public
by the then Prince of Wales and his Consort.| |---|---| 2 ## **Financial review** Cash at bank at 31/03/2023 was £620.95 in unrestricted funds. Held in investment accounts £16,987.16 **Brief statement of the charity’s policy on reserves** Little by the way of financial activity, mitigated by reductions in the annual maintenance costs of the historical collection. There is little anticipated by the way of future expenditure with the investment funds being reserved for the needs of any future restoration projects, the banked reserves being for routine expenditure. **Details of any funds materially** Not applicable **in deficit** ## **Further financial review details: (Optional information)** You **may choose** to include The main source of the Trusts unrestricted income is generated from additional information, the investments held by the Charity. where relevant about: Outgoings are, however, minimal and there would be no degradation The charity’s principal of the charitable objectives were income from the investment source sources of funds (including decrease. any fundraising). How expenditure has supported the key objectives of the charity. Investment policy and objectives including any ethical investment policy adopted. ## **Other optional information** ## Future Plans The coming year will see a continued emphasis maintenance of the Collection for the general viewing by the public and the making of historical records available for on line viewing via the Ogilvy Muster website. ## **Declaration** **The trustees declare that they have approved the trustees’ report above. Signed** **on behalf of the charity’s trustees** **S Fowler Signature(s)** _**G Walker**_ Simon Fowler Gary Walker **Full name(s) Position (eg secretary,** Secretary Charman **chair, etc)** **Date** _01 Nov 2023_ 3 ## **Charity Name** ## _**Suffolk and Norfolk Yeomanry Trust**_ ## **Receipts and payments accounts** ||**for the period**|Period start date
_31/03/2022_|**To**||Period end
date
_31/03/2023_| |---|---|---|---|---|---| Period end date _31/03/2023_ ## **Section Accounts and Payments** **Unrestricted Restricted funds funds 5 Jan 2021 to the nearest £** ## **A1 Receipts** |**1 Receipts**|||| |---|---|---|---| |
_Bank Account - Lloyds_|_620_||_-_| |_Investments -_
_NorthernTrust(98902)_|_4225_||_-_| |_Investments –_
_NorthernTrust (94612)_|_12282_||_-_| |_Misc Income_|_-_||_-_| |_Interest_|_0_||_-_| |_Gift aid receipts_|_-_||_-_| |**_Sub total_**|_17127_||_-_| **Total funds 31 Mar 2022** **----- Start of picture text -----**
620
4412
12574
-
-
-
17606
**----- End of picture text -----**
4 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**Signed (on behalf of**
**all the trustees)**|**Details**
_Investments_
**_Total cash funds_**
(agree balances with receipts and
payments account(s))
_Cash at Bank_|**Unrestricted**
**funds**
**to nearest £**
**_620_**
**_16986_**
**Restricted**
**funds**
**to nearest**
**£**
_-_
**-**|**Unrestricted**
**funds**
**to nearest £**
**_620_**
**_16986_**
**Restricted**
**funds**
**to nearest**
**£**
_-_
**-**|**Unrestricted**
**funds**
**to nearest £**
**_620_**
**_16986_**
**Restricted**
**funds**
**to nearest**
**£**
_-_
**-**| |---|---|---|---|---| |||**_620_**||_-_| |||**_16986_**||**-**| |||**_17606_**||_-_| |||||| |||-||**-**| |||**-**||**-**| |**Signed (on behalf of**
**all the trustees)**||||| |_G Walker_||||| 5