Trustees. Annual Report for the period | Period start dale C1 Period end date 31 2024 Ma.'C. 2025 From To Section A Reference and administration details Charity name THE LIFE GUARDS ASSOCIATION CHARITABLE TRUST Other names charity is known by Registered charity number (if any) 229144 Charity's principal address COMBERMERE BARRACKS, WINDSOR, BERKSHIRE Postcode SL4 3DN Names of the charity trustees who manage the charity Date$ act•d if not for whol• ear Trustee name Office lif any) Nama of r$On lor body) entitlad toa oint trustee ifan The Trustees of The Life Gu3rdsAssociation Lt Col (Retdl Harry SJ Scott Mrs l (Jwerryhou5e Lt.Col Tl Arrnita8e Appointed 13.2.25 Captain IR Dove E A Godwin Appointed 9.5.24 Mr lan M Fearnley OBE io li Mr Danipl Dstafford 12 Mr IRCMI Daniel D Snoxell 13 14 15 16 17 18 19 20 Names of the trustees for the charity. if any, (for example, any custodian trustees) Name Dates acted if not for whole ear Names and addresses of advisers (Optional information) TAR October 2019
e of adviser Name Address Name of chief executive or names of senior staff members (Optional infomiation) Section B Structure, overnance and mana ement Description of the charity's trusts CHARITABLE SCHEME DATED 25TH OCTOBER 2010 Type of governing document leg. trust deed, constilutici. I How the charity is constituted leg. Irusl, assp.-Ilo ts'on, compar I I CHARITABLE TRUST Trustee selection methods leg. appointed by, elected b j I APPOINTED BY THE TRUSTEES Additional governance issues {Optional infomiation) The Life Guards Association Charitable Trust continues to work very closely with The Lrfe Guards Association in identfying potential beneficiaries. The Trust also works with the Household Cavalry Foundation and The Blues and Royals Association in meeting its overall charitable objectives. You may choose to include additional information, where relevant, about.. policies and ProdureS adapted for the induction and training of trustees. the charity's organisational structure and any wider network with which the charity works., In furtherance of these objectives there is a close relationship with ABF, The Soldiers, Charity, The Royal British Legion and SSAFA Forces Help relationship with any related parties., trustees, consideration of major risks and the system and ProdureS to manage them. Section C Ob"ectives and activities To relieve members, or former members, ofthe Regiment, or their dependants who are in need by virtue of financial hardship, sickness, disability, or the effects of old age. Summary of the objects of the harity set out in its governing document To promote the efficiency of the Regiment in any charitable way as the Trustees from time to time may decide. TAR October 2019
The charity makes grants to a wide group of people in support of welfare and hardship. In addition, the Scheme that governs the operation of the charity specifically allows for the promotion of the efficiency of the Armed Forces. The charity therefore is able to award initiative, support adventurous training, sport and other welfare activities which are not adequately, or directly, provided for from Public Funds. Thus the Government's prime responsibility of providing Defence of the Realm is enhanced, resulting in a direcl benefit to the public. The Trustees consider, therefore, that The Life Guards Association Charitable Trust fully meets the requirement to provide Public Benefit under the appropriate charitable purpose of promoting of the efficiency of the Armed Forces of the Crown in addition to its existing welfare objectives. Summary ofthe 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) The Trustees follow an approved policy in making grants to both retired and serving Lifeguardsmen and their dependents for the relief of need. Priority is given to.. Veterans of conflicts and their dependents. The special needs of the disabled who may not be able to benefit from support from the statutory benefit system. Consideration in respect of their dignity, encouraging independence and welfare to work are important factors. Supporting the cohesion of the family Supporting the unemployed and homeless, where appropriate. You may choose lo include further statements, where relevant, about.. policy on grantmaking., policy programme related investment., Each case is looked at on its own merit and evaluated in relationship with other grants available. contribution made by volunteers. TAR October 2019
Section D Achievements and performance 31 cases were considered during the year and grants totalling £24,000 were made in the"Relief of Need. category. Summary ofthe main achievements of the charity during the year The Charitable Trust has also support events that connect seNing soldiers and veterans, including the annual Association Dinner, Cavalry Memorial Sunday, regional dinners and Ypres 100 years commemorations. TAR October 2019
Section E Financial review The reserves policy of the Trustees is that the charity shall have adequate reserves to ensure that, when invested by the appointed inveslment manager, they shall produce sufficient income to fund the budgeted costs or grants of the charity and, over the long term, maintain their effective value. The reSee is reviewed on an annual basis. Brief statement of the charity's policy on reserves Details of any funds materially in deficit NONE Further financial review details (Optional infomiation) The Life Guards Association Charitable Trust is primarily a grant making charity. It relies on income from its investments, an annual grant from seNing Household Cavalry soldiers (Days Pay Scheme), donations and other fundraising events to support the annual level of grant making. 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. 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) KENNETH WILLIAM ROBERTSON SECRETARY Date 06 Aug 2025 TAR October 2019
CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a Forthe ppriod from 01-A r-24 31-Mar-25 Section A Receipts and payments Unre8trictpd funds Restricted funds End(¥wtnent funds Total funds LAstyear tvthE neArwt tothpnp4re¥t tothpnp4re¥t toIhpTareyt£ tolhe A1 R•¢•i D&(1£$. gr134nd legacies 56.885 19,588 475 47.J87 404,272 19,586 211.547 KIiSclnOS Inwm 1.418 56N56 55,456 59.572 Sub tot81(Gross Incom8 forARI 133AOZ 4$M6 182,278 291.1Z8 A2 Asset and inve8tment6ales.lsep table). ub tolal Total receipts 133.402 48,876 182,V8 291,128 A3 Pwyrnents DalIC5 9fBnls3nd1g9sries CosloflundiaiSin9 Poppies aThJwrealh5 misc13 PKpendityre or¥i 26,172 31.607 7$AO8 99,$80 31,507 58,823 20.693 8.D70 4,491 10.mo 4,3J9 17,173 Sub tt)tsl 81.1 73AO8 1¥4,598 104A83 A4 A¥¥ot and inv•$tmont pur¢ha898, l$eo tsbltrl Waverton Investment Mana ement S0.DllO ¥D,r 130.750 Sub tolal 50,W) $0,(bJO 1$0,750 7300 204,598 35,23 et of reteipts/(paymtrnts) A5 Adjustment from accruals to receipts and payme A6 Co¥h fund$ last yoar ond Cash funds this rend 2.212 24.532 23,208 22.320 4,192 104,344 86,216 55.895 92,805 76,001 10,215 104344
Section 8 Statement of assets and liabilities at the end of the period Unr•8tri¢t•d funds Ro$tri¢t8d funds Endowm•nt funds Details B1 Cash funds Lloyds Bank IN02acutl $o.Jz Lloyds Bank No 3 COUntI 15,673 rotai cèsltr funds 76,OD1 10,215 149m¢•$W1N¢¢Ipp4Ytss Unre¥tritted funds Rostricted funds Endowm9nt funds to prt£ Detsi16 B2 Other monetsry as$ets FundtowhiBh Setbelon tunI¥1U Dotails B3 Invtsiment assets 1nvo5lmynl Wns9pmont 1,8BS,Jg0 IS24,189 Fdt0wh1th Bysetbelon D8t8il¥ on B4 Assets retslned for the tharlty's own use Fundlowhlch relth ounidub Details on B5 Liabilitios Si9ned byone oriwo tyusteeson behafofallhetiu•e$ Signature Print N¥m8 Dale ol roval lan M Feaffll8y Il J RIGhard5 MBE 06Au 20
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ The Life Guards Association Charitable Trust members of On accounts for the year 31 March 2025 Charity no 229144 ended (if any) Set out on pages 1-2
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 03 / 2022 .
Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed: Date: Name: Daniel Robins FCCA - Stiles & Company Relevant professional Association of Chartered Certified Accountants qualification(s) or body (if any): Address: 2 Lake End Court, Taplow Road, Taplow, Maidenhead, Berkshire SL6 0JQ
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
1
October 2018
IER
Give here brief details of any items that the examiner wishes to disclose .
2
October 2018
IER