RECISTERED CHARITY NUMBERM 2110524
*tial Sl8te
d 315t
Whccler & Co Ltd
ChBrtered Accountants
The ShrubtrKry
14 Churrh Stre¢t
Wbitchurch
Hampshire
RG28 7AB

Th
nwil
ottBÈ
st
f he Flfft*•
r the Ytor Ended 31st MArth 202
Page
Rep•rt of th¢ Trnlle
l*depeDdellt Ex•mlA•rfs R¢port
$th¢¢m4nl of Fl*i#¢hl Actlvlths
Bil*llte She•t
Notu to the FiDiThthl St•¢emeots

Th
*mlR Witsou
tbt Trnstets
he Ytir Ended 31st M4rth 2024
The trust¢e5 pres¢ni their TeFOrt with the financial statements of ihe charity for the year cnded 31￿ March 2024. The
tru5tee5 hav¢ adopted the provisions of Accounting and Reporting by Charili¢s.' S18tement of Re¢ommended Practice
applicable to charities preparing their aGcoun¢s in accordancc with the Financial Reporling Stsndord applicable in the
UK and Republic of Ireland {FRS 102) {etTective l JdnuAry 2019).
OBJEcfivFs AND ACTIVITIES
ObJe¢tlves And Alms
The Charles Benjamin Wilson Bequcst ￿ Hom¢ Headquarter5, The King's Roy81 Hussar5, Pcnin8ulf4 Barrdck5, Romsey
Road Wsnchcstcr, Harnpshire S023 8TP. is regislrred with the Ch8rity Commission ￿ 200524) and regul￿ed by a
sch￿￿¢ of the Ch8rity Commi&8ion of 4th O¢iober 1999.
{1) The nbjed of th¢ Charity i8 the relief of who Hre..
in need. hardship OT di5trrss: and
in thc following order of priority
former officers ofihe regiment or of the former re8iments, or their d¢pendents:
members or fonner rncmbers of ihe r¢Rimcnr or of thc former re8imentS. OT thcir dep¢ndents.
{21 The irusie¢s may relicve pcrson5 in nced by:
making grants or108ns of money to them.. or
b Providing QT payinR for 8ix)d5. services or facilities for them; or
m4king gr8nts of money lo oihcr ￿TsOn8 or bodies wlx> provlde 8ood8. servi¢e8 or [￿11111¢3 ty ¢ho8e in
nccd.
P*bllt bene
The Iruslccs b¢liev¢ thai the charity mcets the requirement of public ben¢flt by virtue of ils adlvlties providing fin&ft¢Sal
istance lo armed forKi pergonn¢l who drc in firwicial need and by gT&nt Payments to ¢haritit5 and or￿n1$&liOnS th&t
suprrf)rt th¢ w¢lfgr¢ of armed lorc¢s PEfgonn¢l and thcir d¢pend¢nt¥.
AC.HIEVEMENT AND PERFORMANCE
R•vlew of Chirlt•bl¢ ActlvliSt
The Charity made grwjts lotAlling £?,0￿ io Thc oifi¢erJ' Associalion. thc Soldiers. S8iloTS, Airmen Fgmilies
A550Giation. Salisbury District Hospital ihrouKh their own charity. the Siws APP￿1. and io The Royal H05pilal Chcl$¢a.
The charity al80 worked in partnership with The King's Royal Hussars Regimentsl Trusi Welfare Fund, ￿lSting with
8r4n¢s for 3 cayes totalling £16,129.
Inv••¢mtDt P•rforrn4nce
The in¢om¢ of the fijnd is obtsir￿d malnly from divider¥Js on inv¢stm¢nts. The Investment Committee of Truste
monitors the pcrformaDce of the portfolio in conjun¢tion with the Investmcnt Advisor lo enSUTe the bcsi kx)$sible retum
ig obtained consislcnt with the objects ofihc Charity.
For the ycar cndcd 3151 Mar¢h 2024 Ihe value of ¢h¢ portfolio itltteased by 6%.
Pag¢ I

h#Aes
*mXD
son
ort of the Tru51ets
forthe Year Ended 31st M•rch 2024
FIIYANCIAL REVIEW
lThwesknent polity •nd obJ¢¢dv¢J
The tru5tr¢s are aware of their general p)wer of it>vestment as laid down in the Charitics Act 2006 gnd the 5F￿]riC
power of Delegation of Investment M8na8emcnl as laid down in PkTagraph 22 of the Charity CoTnrtLi55ioners Schemc,
datsd 4th Oaob¢r 1999. th￿ govcrn3 the C B Wilson Bequest. They havc delegated the investment ma￿geMent to Mr
Nicholas Swtl of Stnith Williamson Investment Morta8¢me￿, Ihe tx>minee holder of the Inve$tment$ and tl
Investment Advisor.
Th¢ Ir115tec5 havc cstabliBhed an Investhieni CommLlte¢ of the Chaimion, Captain E St J Hall and th¢ Secretory who,
with advice from the Invutment Advisor, review thc portfolio make investment decisions ot) b¢half of the Irustces.
Changes to the ￿rtfolIO and th¢ r¢430ns for the ¢h8nges are rep￿ed ￿ the full i¥)ard ot thc AGM by Ihe Inveytment
Advisor.
The Investmeni Commill¢e inv¢51s in markets where flnancial services are dosely Te8uIA*d and ¢omp¢n8&1ion $chem¢s
Ar¢ in place. Thc Committee mainioins A suii&bly diverse p)rtfolio and 1$ partitulsrly of making specul￿lYe form
of investment.
STRUCTURE. COVERNANCE AND MANAGEMENT
CovenJin% Doeumtnt
The charity 1$ o)ntyolled by lis governing document. a 8chcmc dated 4 Odober 1999. and wnstiNt¢8 •n unlncA)rwrated
charity.
ConJLe¢t•d Partl¢s
The charity is wnncctcd with the King's Roy81 Hussars oifictT5' Trust, The King'5 Roya) Hu55Hrn Rcgimcntd Trust,
and the King's Royal Hugsors Mug¢um in Winchcstcr Trust (all of thcm regiBtered charities) by virtue of some common
tru￿ee￿. The independ¢n¢e ol'thc chuity 15 ¢n5urcd by there bein8 9 mqiority in number of tnLSteeB who serve only os
trustees (Ff thc CB Wi150n Bcquest.
REFERENCE AND ADMINISTRATIVE DETAIiS
Regiiter•d Ch•rlty numb¢r
200524
PrlntlpAI Iddre
Home Headquarters
The King's RDyal Hu$8thn
Peninsula Barrack&
Winthes*r
Harnp5hire
S023 8TP
TrnJteeJ
CbAIrnigD
Capiain S R B M¢r￿n
Members
Brigadier J N N Orr
Lieu￿tr￿t C.(FIoDel P J Pcrownc
Colonel G H R Tilney MBE
Professor D G R Evan$ MB BS MD FRCP
Major P J LaW￿)n
Captain E S¢ J Hall
Captain R D Barday
Captain W H Bancroft
lex oificio)
Icx ojficio)
Se¢r¢t*ry
Major S Penkethman

mln Wil
f he Tru5ttes
the Vt*r Ended 31 t
#rth 2024
REFERENCE AND ADMINISTRATIVE DETAIL8
Indepemdemt Ex•mlner
K¢viN Wlrtler FCA
Whcelcr & Co Ltd
The ShTubb¢ry
14 ThuTch Street
Wh1￿h￿rth
Hampshire
RG28 7AB
Bqnk•n
Lloyd5 Bank pl¢
Cox's Kinls Bran¢h
PO Box l(HX>
BXI ILT
Evelyn PortnLYS Investmcnt Mana8¢m¢nt
45 Gresham Street
LK•ndon
ECIV 7BG
Approv¢d by ordcr of th¢ board of t￿te￿3 o
.. and slgnr)J on Its bEh￿r by..
¢rton- Tru*¢
Page 3

Ixd*
dent Eximiner's Re
ort to the T
The Ch8rft5 Ben
#min Wilsoth B
Ind¢p¢nd¢N¢ ¢xaminer'J report to tb¢ trnJtet4 of The Chsrlts BtnJ*thl• Wllwn Beqwest
I rcport ￿ ihe chority trustees on my examil￿tiOft of the ￿>Unts of Th¢ Charles Benjamin Wilson B¢qu¢si {Ih¢ Trust)
for the year ended 3 1st M4rch 2024.
Respoxiibilili¢s ofr•port
A5 the charity tru$iees of the Ttwst you ar¢ r¢sNbn$iblc foT the preparation of the actounts in wordthce with the
r¢quir¢tn¢nls of the Chariti¢8 Aa 2011 ('tlK Ace).
I rtPDrt in respect of my ex8minaiion of the Trust's accounts catTied out undcr Saaion 145 of the Ac( and in c4rrying
out my exsmination I have follow¢d applicable Dsrections giv¢n by lh¢ Ch8riry Commission under Scction 145(5)(bl
of the Act.
Indep¢thd¢nt eX*￿Iner'S st•t¢metht
I hAVC completd my ¢xwninplion. I c(mfinn that no material matterg have eome to my attention in cfjnnection with the
¢xwnination giving me cause 10 believe that in any makrial respect..
llcwunii08 recoTd5 weye not kept in respe¢1 of the Trust as required by Seeiion 130 of the ACL or
the accounts do not o¢cord with ih05c records. or
the accounts th no¢ comply with the applic&bl¢ requirement5 conccTning the form ond wnr¢ni of a¢¢ouni$ set
out irt thc Charities IAccoyni$ ond Reportsl Regulation8 2008 other thlrt sny requirernenl thDt the ￿COUnts give
a true and tair view whirh 15 not a matter ￿nsidered &¥ Pon olan I[￿rPEndent examination.
I have CLtynceTns hav¢ ¢ome acr055 no other matters in ¢ot)ne¢iion wilh the examlnation to whith 8tt¢ntion should
be drawn In thi8 r¢Jx>rt in Ordcr to eThobl¢ a prop¢r undcrsianding of Ihe accounts lo be reathwl.
Kevin Wh¢¢l¢r FCA
Whceler & Co Ltd
Ch8rtertd Ac¢oull18th8
The Shrubkry
14 Churcli Street
Whilchurch
Hamp$hir¢
RG28 7AB
Dote..
Pagc 4

*1
Stitement of Flllinrl*l Acthrities
forthe Year Euded Jlst March 2024
31.3.24
31.3.23
Total
fundJ
Unrestricted
fijnd
INCOME AND EiYIM)WMENTS FROM
Investment itKom¢
EXPENDrruRE OIY
ChAritablt Aetlvid
Direct ch8ritAble eX￿di1￿¢
23.129
13,913
7.585
7.295
T•t*l
30.714
21.208
N¢t gains1(lo￿¢sI on It)v¢ytm¢nts
INCOMEJIEXPENDITURE)
46,071
(21,177)
RICONCIUATION OF FUNDS
Totsi brought forward
1.046J52
1,067,529
TOTAL FUNDS CARRIED FORWARD
1.046.352
The tM)trs forn part ofth¢* flhanciaj stat¢rn￿ts
P8Re 5

min Wll$on
ue
BAl*thce Sheet
31st Marrh 1024
31.3.24
Unrc5triclcd
fund
31.3.23
Total
funds
Notes
FIXED ASSKTS
Investments
1,038,168
945.075
CURRENT A&8ETS
C&h at bank
56,157
104,171
CREDITORS
AmoLhThls (￿]￿n8 due within one year
{1.6951
(2.894)
NET CURRE￿ ASSETS
101277
TOTAL ASSETS LESS CURRENT
LIABILITIES
1.092.4JO
1.046.352
]YET ASSETS
1092 130
1040 352
FUNDS
Unrestri￿ed furyjs
1.092.430
1.046 352
TOTAL FUNDS
1092.430
1.046 352
The fIT￿¢1&1 statements wer¢ approvcd by the Board of Trujiees al￿ w¢hoTised for isgu¢ on
. and wu¢ $igned on its bthajf by..
¢rion- Trustee
Thr note5 forni port of the￿ financi￿ 5tstrmcnts
Pa8¢ 6

h*rles
ltt Wilson Be
o tht Finan
ment5
for the Year Ended 31st Mirch 202
ACCOUIYTING POLICIES
Bajls of preparing tht fingnti81 Jt*t¢M*nts
The flnancial $tstonenls of ihe chArity. which IS Z4 publit benefjt entity undrr FRS 102, h&ve been prep8red in
a¢¢ordance with ¢h¢ Charities SORP IFRS 1021 'Accounting and RerxTrrting by CharitLes.' Sts*m¢nt of
Rewrnmended Practice appli¢&bl¢ to charitie5 prepwing iheir accounts in accordan¢c wilh the Finan¢ial
Reponing StsndaTd appli¢4ble in the UK and Republic of Irel￿d {FRS 102) (cffe¢live l Jan￿ry 20191.,
Firtancidl Reportin8 Stsndard 102 'Thc Financial Reporting Standard applicoblc in th¢ UK and Republic of
Ireland, and the Charities A￿ 2011. The fLnancial Statem￿18 have bBen prepared under the hisiorical cost
¢othvenrion. with the ¢x¢¢ption of inv¢stments which are inGlud¢d at market valuG as miKlifLed by th¢
revaluation of certain ￿8¢1S.
lTr¢ome
All incoTn¢ 15 Tc¢ogniscd in ihe Statcment of Fingncial A¢tiviiir$ once thc charity has entitlement to the funds. it
15 probAble ihat thc incornc will be rcceivcd Hnd the 8mounl can be meosured reliably.
Expendlture
LiabilitiC5 ar¢ r¢cognised as cxpcnditure &8 800n as ther¢ 1$ a legal or ¢ons¢ru¢uv¢ obligation ¢ommitting ihc
chority to th&1 expenditur4 it is probablr Ihai a transfer of cconomic benefits will ￿ required in 5cttlem¢nt and
thc gmount of the obligation rAn be mca$ured rcli8bly. ExpenditUT¢ is &c¢ounred for on an aCCfUFAls b&%is and has
bcen clllssifia und¢r he&dings ihai a88re8ate all cost r¢l*eAJ ￿ the calcgory. Where cosls ¢annot bc directly
attributed to psrti¢ular headin85 thcy hav¢ be￿ Qllocolcd ¢0 &cliviiies on a b&41$ ¢on$i5tent with the use of
resources.
Orants offered subject io ¢onditions whl¢h have not bcch at th¢ y¢ar end datr are n¢xed a o)mmi¢m¢nt but
not accru￿ as ¢xpenditure.
The Lh8rity is cxempt from w OTh its charitable ￿tiVitIcS.
Fund •e¢owJ¢lD8
Unreglricted fvnds can be used in accOrd￿¢e with the chorithble objective5 ￿ ihe disCr￿IDn of the tru$*eJ.
RestTLCted futhds ¢an only bc used for psrticular r¢Jtrict¢d purtrt)5cs wilhin th¢ obje￿$ of the charity.
RcstTL¢tion$ aris¢ when specified by the donor or when fundj are rais¢d for particul￿ rc4trl¢led purposcs.
INVESTMENT INCOME
31.3.24
31.3.23
Inv¢stmen( incomc
GRANfs PAYABLE
31.3.24
31.3.23
Direct Ghati¢abl¢ expJdituTe
The to1￿ grants paid to institutions duTing the year was 86 follow8..
31.3.24
31.3.23
Officcr5' Association
via KRH Weif8re Fund
The StaTS App¢al
SSAFA
2,OLK)
1,000
2,000
2,￿0
1.000
2,000
7.000
7,000
Page 7
continued..

Tkech
amln Wll
*1
Notts to the Flnaneiil St
¢ontinutd
for the Ye¥r Ended 31st M*rth 2024
CRANTS PAYABLE- tontifj#ed
Th¢ to￿1 paid to indiv#lual$ durin8 iheyear w&% 0$ follows..
31.3.24
31.323
via KRH Welfare Fund
SUPPORT COSTS
(lovernan¢e
osts
Man88ement
Total
Oth¢r r¢souwLs expcndcd
270
Support L))sls, included in the abov¢, are as followj:
31.3.24
Other
re5011Tces
exwid
31.3.23
Total
livi¢ir5
Trustees, remun¢rntion ctc
Management fees
Acwunton¢y and Icsal fees
556
6.759
270
443
6,577
270
TRUSTEES, REMUNEILITION AND BEIYEFITS
No remuneration or oth#r b￿rIt9 W&8 paid to the tru5tc¢g for Ihe yeu end¢d 31$1 Mor¢h 2024 nor for thc yc4r
ended J181 March 2023.
T￿￿•t8, exp•w¢•
No expenses wett paid to thc trustees for th¢ yew endrd 3151 March 2024 rKJr for the y¢at cnded 315t M￿Ch
2023.
FIXED ASSKT INVESTMENTS
Listed
Investments
MARKET VALUE
At 181 April 2023
Additior15
Dispos￿5
RcvaluatiorL8
945,075
244,334
(209.980)
At 31 st March 2024
1038 168
NET BOOK VALUE
At 3151 Ma￿h 2024
1038,168
At 31st March 2023
94S,075
There were rm) inves￿¢￿1 assets outside th¢ UK.
The aFKTrve inv¢sttnents are stated follows..
P8ge 8
LxTrntinued..

The cha￿e5 Bea
Wilsott B
Note
to thè Fi
1st
ents- rontinu
for the Ytgr Ended 31st M4r¢h 2024
FIXED AFAET INVEsfME]Yrs- eonthu¢d
2024
2023
Historic cost
Rva]uatlon
637,568
545,212
1,038,168
945.075
CASH AT BANK
31.3.24
Totsl
fvnds
31.3.23
Total
fU￿JS
Lloyd# current accounl
Evelyn dividend rKc4)unt
Bw¢lyn ¢llcnt wKowit
26.101
1206
28,850
23,407
1,206
104 171
CREDITOKS: AMOUNTS FALLING DUE wmiiiy ONE YEAR
31.3.24
31.3.23
AC0￿1 ￿Pe￿#S
RELATED PAJITY DISCLOSURES
Thtre were rni related paty trw)8a¢tlonJ for theyear ended 3 I￿ March 2024.
Pw9