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 Pro￿dureS
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 Pro￿dureS 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 reSe￿e 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
toIhpT￿areyt£
tolhe
A1 R•¢•i
D￿&(1£￿$. gr￿134nd legacies
56.885
19,588
475
47.J87
404,272
19,586
211.547
KIiSc￿l￿n￿O￿S Inwm
1.418
56N56
55,456
59.572
Sub tot81(Gross Incom8 forARI
133AOZ
4$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
D￿alIC￿5 9fBnls3nd1g9sries
CosloflundiaiSin9
Poppies aThJwrealh5
misc￿13￿￿￿￿￿ 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 IN02acu￿￿tl
$o.Jz
Lloyds Bank No 3 ￿COUntI
15,673
rotai cèsltr funds
76,OD1
10,215
149m*￿￿￿¢•$W1￿N¢¢Ip￿￿￿p4Yts￿￿s
Unre¥tritted
funds
Rostricted
funds
Endowm9nt
funds
to ￿p￿r￿￿t£
Detsi16
B2 Other monetsry as$ets
FundtowhiBh
Setbelon
tu￿￿nI¥￿1U
Dotails
B3 Invtsiment assets
1nvo5lmynl Wns9pmont
1,8BS,Jg0
IS24,189
F￿￿dt0wh1th
Bysetbelon
D8t8il¥
on
B4 Assets retslned for the tharlty's own use
Fundlowhlch
relth
ounidub
Details
on
B5 Liabilitios
Si9ned byone oriwo tyusteeson behafofallhetiu*•e$
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**