| Names ofthe charit | y trustees who m | anage the charity | |||||
|---|---|---|---|---|---|---|---|
| Trustee name | Office (ifany) | Dates acted ifnot for whole ear |
Name ofperson lor body) entitled to a oint trustee if an |
||||
| Colonel James DA Gaselee | Chairman | The Trustees ofThe Life | Guards Association | ||||
| Charitable | trust | ||||||
| Lt Col (Retd) Harry SJScott | |||||||
| Major (Retd) Jeff SHo(brook | |||||||
| Mr Byron K Gibson |
|||||||
| Captam JR Dove | |||||||
| Mr Aran G Slowey | |||||||
| Mr lan M Fearnley | |||||||
| Pauli Richards MBE |
|||||||
| Lt Col (Retd) Bill R Lindsay | |||||||
| OBE | |||||||
| Mr Charlie JTrietline | |||||||
| W02 Daniel D Stafford |
|||||||
| W01 (RCM) DD Snoxeh |
11February to 31March 2023 | ||||||
| 18 | |||||||
| 20 | |||||||
| Names ofthe trustees for the charity, | ifany, (for example, any custodian | trustees) | |||||
| Name | Dates acted ifnot for whole | ear |
| T | eofadviser Name |
Address | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Name ofchief executive or names ofsenior | staff members (Optional |
information) | ||||||||||
| ~ ~ | ||||||||||||
| Description ofthe charity's trusts |
||||||||||||
| Type of governing document |
CHARITABLE SCHEME DATED 25TH | OCTOBER | 2010 | |||||||||
| (eg. trust deed, constitution) | ||||||||||||
| How the charity is constituted |
CHARITABLE TRUST | |||||||||||
| (eg trust, association, company) |
||||||||||||
| Trustee selection methods | ||||||||||||
| (eg. appointed by, elected by) |
||||||||||||
| Additional governance issues (Optional information) |
||||||||||||
| You may choose to include additional information, where relevant, about: |
The Life Guards Association Charitable Trust continues to work very closely with The Life Guards Association in identifying potential beneficiaries. The Trust also works with the Household Cavalry Foundation and The Blues and Royals Association in meeting its overall |
|||||||||||
| ~ | policies and procedures | charitable objectives. |
||||||||||
| adopted for the induction and |
||||||||||||
| training oftrustees. |
||||||||||||
| ~ | the charity's organisational strudure and any wider network with which the charity |
In furtherance The Soldiers |
ofthese objectives there Charity The Royal British |
is a close relationship Legion and SSAFA |
with ABF, Forces Help |
|||||||
| works; | ||||||||||||
| ~ | relationship with any related |
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| parties; | ||||||||||||
| ~ | trustees' consideration of |
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| major risks and the system | ||||||||||||
| and procedures to manage |
||||||||||||
| them. | ||||||||||||
| ~ | ||||||||||||
| ~ | ||||||||||||
| To relieve members, or former members, |
ofthe Regiment, or |
their | ||||||||||
| dependants | who are in need by virtue offinancial | hardship, | sickness, | |||||||||
| Summary ofthe objects ofthe |
disability, or |
the effects of old age. | ||||||||||
| charity set out in its governing document |
To promote the efficiency ofthe Regiment Trustees from time to time may decide. |
in any | charitable | way as the |
| Summary ofthe main achievements ofthe charity |
29cases were considered were made in the "Relief |
during the year and grants totalling 817,803 of Need" category. |
|---|---|---|
| during the year |
|O
CHARITY COMMISSION
FOR ENGLAND AND WALES|O
CHARITY COMMISSION
FOR ENGLAND AND WALES|O
CHARITY COMMISSION
FOR ENGLAND AND WALES|Chl rily I|'dnfe
The Life Guards|Chl rily I|'dnfe
The Life Guards|Association|Charitable|Trust||f,'"|i,ff;i|||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||Receipts and payments||||||accounts|||CC&ea|
||||For the period
from||Pel'lcd|indi l daf
01/04/2022||To|Period end dale
31/03/2023||||
|||~|~||||||||||
||||Unrestricted
funds||Restricted
funds||Endowment
funds|||Total|funds|Last year|
||||to the nearest
5||to the nearest 6||to the|nearest 5||to the nearest 6||tothe nearest 5|
|A1 Recei|||||||||||||
|Donations,
Legacies and Grants||||73869||19,460|||||93328|54,434|
|Fundrsismg
Events||||20973|||||||20973|16066|
|Dividends
and interest on investments||||||39,653|||||39.653|33,746|
|Miscellaneous
Revenue||||3566||979|||||4647|1 689|
|Poppies &Wreaths||||426|||||||426|1,047|
|Sub total (Gross income forAR)||||96,836||60,092|||||158,928|107,188|
|A2 Asset and Investment||sales|||||||||||
|(see table).|||||||||||||
|||Sub total|||||||||||
|Total receipts||||98,835||60,092|||-||158,928|107,186|
|A3 Pa
ants|||||||||||||
|Donations,
Legsoes and Grants||||24,580||35,655|||||60,234|33,728|
|Cost cl Fundraising
Events||||25,794|||||||28,794|33,634|
|Poppies &Wreaths||||2,106|||||||2,105|2,763|
|Miscellaneous
Expense||||5,015||1,080|||||6096|5,736|
|Honoraria||||||19,192|||||19,192||
|||Sub total||60,496||55,927|||||116,422|88,881|
|A4 Asset and investment|||||||||||||
|urchases,
see table|||||||||||||
|Waverton
Investment|||||||||||||
|Mana
ament||||60,000||20,000|||||80.000|30,000|
||Sub total|||80,000||20,000|||||80,000|30,000|
|Total|payments||120,495|||75,927|||||198,422|118,861|
|Net ofreceipted'(payments)||||21,859||15,835|||||37,4|11,675|
|A5 Transfers
between|funds||||||||||||
|A6 Cash funds last year||end||79,375||751|||||78,624|90,299|
|Cash funds this||year end||57,71||18,588|||||41,130|78,824|
| ~ | ~ | ~ ~ |
~ | ~ ~ | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | ||||||||||||
| Categories | Details | funds | funds | funds | ||||||||||
| to nearest 2 | ta nearest | 0 | to nearest 0 | |||||||||||
| B1Cash | funds | Lloyds Bank | 3,998 | |||||||||||
| Lloyds Bank | 24,771 | |||||||||||||
| Lloyds Bank | 12,361 | |||||||||||||
| Total | cash | funds | 37,132 | 3,998 | ||||||||||
| (agree | balances | with receipts sod payments | ||||||||||||
| account(e)) | 2grsslttsnt Error |
grsslos'rt Sl't |
CK | |||||||||||
| Unrestricted | Restricted | Endowment | ||||||||||||
| funds | funds | funds | ||||||||||||
| Details | to rtssnrs't f | to nearest | 2 | to nearest 2 | ||||||||||
| B2Other monetary assets | ||||||||||||||
| Details | Fund to which Saeat balan |
Cost (optional) | Current value o tlonal |
|||||||||||
| B3Investment | assets | Wsvsrtan | Investment | Management | 1,702,640 | 1,796,388 | ||||||||
| Details | Fund towhich asset balan s |
Cost (optional) | Curlsnt volos o tlons |
|||||||||||
| B4Assets retained for | the | |||||||||||||
| charity's | own use | |||||||||||||
| Fund towhich | Amount dos | When due | ||||||||||||
| Details | lisbill ra(siss |
o anal |
o anal |
|||||||||||
| B5Liabilities | ||||||||||||||
| Signed by one or two trustees behalf of all the trustees |
on | Signature | Name | Date of a royal |
||||||||||
| l)f/Of 2g | ||||||||||||||
| 0/(; ~Z |