REGISTERED CHARITY NUMBER: 248487
Report of tbe Trustees and
Finan¢l41 St•t¢ments
for the YeAr Ended 31 Mgreh 2025
for
Tbf Royal Tank Regime#t Benevolent Fund

The Royal Tth( Regiment Benevoleni Fund
Contenis of the Financial Statement5
for the Year Ended 3 1 M8T¢h 2025
PA8e
Report of the Tnjstees
Indep¢ndent Exgmin¢r's R¢port
Statemeni of Finanoial Activitie5
Balan¢¢ Sheet
Notes io th¢ Financial Stsrements

Tht Royal Tank R¢glm¢nt Btnevol¢b¢ Fund
Report of th¢ Trustee5
for ihe Year Endtd 31 Imarch 2025
The Trus¢¢¢$ present thcii r¢port Wlth the finan¢ial statcrntnts of the ¢harity for the y¢ar ended 31 MaTch 2025. The TNstee5
haw¢ adopted the provisions of Accounting and Reportsng by Chariiies.. Statement of R¢¢ommended PrdCti¢e applicable to
charitie5 preparing their accounts in accordance with the Financial Rewrtin¥ Standard applicable in the UK and Republic of
Ireland (FRS 1021 (effertive l J&nu8ry 2019).
OWECTIVES AND ACTIvrtlES
Objtctlves and 4irn5
To relieve either generally or individuajly, pregeni or p&st rnembers of the Royal Tank Rewmeni and th¢ir immojiate
dqKndants who arc in nee¢L hardship or distress.
To promote th¢ efficiency of the Roy4] Tank Regiment through th¢ ¢duca(ioTh and trainan8 of 5¢rving m¢mb¢rs of the
R¢gim¢nt.
The StrAte8ie5 Ernplo}'ed to Achleve tht Charity's ObjeetiVU are:
Mainthin a high public profile of work of the RTR Benevolent Fund by publishÉng notices in the Tank, Journal ond
through presentstion to both ihe Regiment and Association Member5.
b. Act as a fo¢al point for all welf8re 88encies such as SSAFA and RBL.
. Provide a siw¢ture whereby donation giving is convenieni and accepted.
d. Promoie th¢ Chority within Social Media and also the Royal Tank R¢gtment Wcbsile and the RTR App.
The main sources of income for the RTR Ben¢vgleni Fund come from. domaiions from iTKlividuals, legacies and in¥esun¢nt
incom¢.
Public benefit
The TNstee5 confimi that they have complied with the duty in section 17(5) of the 2011 Charities Act to have du¢ r¢8ard to
the guidance contained in the Charity Commission'g general guidance on public benefii when reviewing the TTU5t's aim5 and
obj¢ctive5.
AC.'HlbW.EmE￿T AIYD PERFORMANCE
Charitable aetlvities
E4. The Charity continues to support claims gf benevolence across a wide range oraTe￿.
b. To adtninister and distribute income from lega¢i¢s sct aside in a r¢5tri¢t¢d fund for a particular purpos¢.
The market value of lh¢ investment portfolio was £5,131.966 {2024.. £5.182,345). This figur¢ includes cash held by
CCLA.
FIP4ANCIAL REVIEW
Fin8nti&l posltlo
The financial p051tiort of the Charity at the bal4Thc¢ sheet date was secure. The assets of th¢ Charity are held for the generation
of further income. They consist prirtcipa]ly of investment5 which are shown in the accounts at market value.
Trustees. Power of IDv¢stm¢nts
I l) The Royal Tank Regimeni Benevolent Fund investment funds form a port ofthe Royal Tank R¢girn¢rtt Common
Invesuneni Fund. The Trustees of the ROY￿ T8nk Regiment oversee and control this investmenr as pan of the common filnd.
(21 Th¢ Tru5teeg have the p)wer to app)int a wrporate body &$ the T￿￿tee5. Nominee to hold the inv¢stm¢nts for th¢
Chariry. The Tru51ees hlve rnadc CCLA LLmit¢d the Tn]stee's N'ominee.
(31 Thc investment objec(ive5 agreed for the Royal rank R¢gim¢ni B¢nevol¢nL Fund provide the Trustee's Nominee, CCLA
Ltrniicd. witli di5Gr¢tionary power5 of investment within the following objectiY¢$, parwn¢t¢r5 and guidttxt¢:
(a) Annual Drawdown is ai £156,000 for The Royal Tank Regim¢nt Benevolent Fund.
Ib) Growth Target.. CPI + 40/0.
(c) Level of Risk.. The portfolio is held in a combination of medium risk and low risk invesmients.
(dl Payment of investment income is monthly on a total Teiurns basis.
Page I

The Royal Tank ReEiment B¢ttevol¢nt Fund
Report of the Trusie
for the Ye4r Ended 31 March 2025
FI%'ANCIAL REVIEW
Reserves policy
It is the poli¢> of the Charity io mgintain unre$tri¢ted fvnds at a level which equal¢ to approximately 12 months unrestricted
eX￿ndIture. This provides suffiEi¢nt funds to cover mana8¢m¢nt and administration and support Costs. Unrestricted funds ve
mainthin¢d ai this level throughoui th¢ year. Frtt reserves are £228,985 {2024: £ 28.1571 calculated by subtra¢tin8 fixed
4ssd investment from unrestricted fund5.
FUTURE PLANS
The Charity will continu¢ to prowide grants of b¢D￿trIence from an ¢xpKted reAsonable in¢om¢.
STRUCTURE. GOVERNANCE AND MANAGEMENT
Governing doeMm¢Dt
The Charity ¢alled ihe Royal Tank Regiment Benevolent Fund is regulated by schemes of the ChaTiry Commissioners datrd 7
September 1978, 4 December 1973 and 18 F¢bwary 1970 respectively. as amended by a further scheme datcd 15 September
1998 and 18 November 2002.
Governlng Doeument$ Llmitin¥ ActlVLtie5
There are no limitin8 activities in th¢ Governing Document.
Rtcruitment 8Dd sppolntment of new trystees
I'rustees aT¢ appointed by their rnnk and Appoinrrnent in the Royal Tonk Regiment. The prospective TNstees receive
briefing pack from the Regimental S¢cr¢tary and are inducted on th¢ir first meeting by the Chairman of the Trustee& Colonel
Commandant. Royal Tank Regiment.
0ry8ni5ational strnclure
The Board of Tru5teC5 adminiskr th¢ Charity. The Board me¢t onee a year officially and cover Finance 8nd Independent
Inspection. Additional meetin8s are held when necessary. Th¢ R¢giment&l Secretary manages the da) to day operation of the
Charity. To facilitate ¢tTi¢i¢nt mana8ement of the Organisati(Fn the Regimental SeeTetsry has del¢gai¢d authority, withi
limits s¢t by the Trustees. for matters includin8 fjnartce, publi¢ relations and employmertt.
a. The RTR Benevolent Fund operat¢s for servin8 and ex-serving RTR m￿nber$ if they should require as5isthnce. Thi5 also
includes their dependanis.
b. There 15 one fijll-time paid mernber of stsff. The salary cosis are shared with the Royal Tank Regiment Colonel
Commandants Fund. The P¢T¢¢nts8e 4)it'.
(i) RTR CCF 150/0
lii) RTR BF 850/0
There were no major new 4rtiviti¢$ in Finèncial Year 2024125.
The RTR Iknevoleni Fund continued to provide benevolence and support to servin8 and ex Serving RTR members and their
imm¢Jia* dependanls. promoting the esprit de ¢orps And military efficiency of unit5 and providing fimds for edu¢aiing
undergraduAtes.
d. There were no Changes in the Clwity'5 policies or Organisation in the FiDan¢ial ye￿ 2024125
The C.hariry is d¢pendeni on th¢ Ministy of Defence for th¢ provision of prcmiscs and other fixed assets to enable it to
carry out its objectives. It is wnsider¢d that the costs of these are not significanL Ass¢ts are available and adeq￿te in respect
of all fullds of the Chariry to enable it to fulfil its obligations.
Meetings
The Trusiees meth offJ¢ially onc¢ a year nornially in Novernb¢rlD￿¢Mb¢r.
Page 2

The Royal Tank Regimeni Benevoltnt Fund
Report of the Trustees
for ihe Year Ended 31 March 2025
STRLICTURE. GOVERNANCE AIYD M￿NAGEMENT
Induction tralnlDg of new trusiees
New Trusiees receive a briefing pack from the Re8imenTrl Secretary. This bTi¢fLNg pttck contsins the following documents-
Charity Commission Guidelines for Trustees.
b. Annual R¢port and Acwunts.
¢. Meerin8 Proeedures.
d. TnJs¢ees' Report
Th¢y will 8150 attend an orientalson session with the Colonel C.ommandani ond the Re8im£ntal Se¢ret8r>' prior to their Trustee
Me￿Ing. Durin¥ this briefing ih¢y will be made aware of their rolc and responsibility as a Trusiee, th¢ role of the Choriry Commission,
the decision making process and then will be able to ask any questions they may have from the docutn¢niation which has been
provided to them. During the orientation session they will be given the opportunity to meet m¢mber5 of staff and the oth¢r Tn]stecs.
All Trustces arc made aware of eMernd training evenis and are encouraged to attend.
Connected Ch4rltles
I l ) Roy81 Tank Re8irnertt Asso¢iÈiion.
12) RTR Colonel Commandants Fund.
131 Royal T￿k Ei¢gim¢ni Publications.
(4} The Jam¢5 D¢WhU￿ Trusi.
All the above are subject to eommon control of the Trustees.
Risk m8n&gement
The Tnjstees actively review the major risks which the Charity faces on a regular basis and believe thot maintaining reserves ai
urrent l¢ve15. ¢ombined with an annual review of the controls over key financia] systems. will provide sutTicient resources in the
event of adverse conditions. The Tru5tee5 have also examind other opeiaiional and busirte$s risks fa¢¢d by the Charity and confirni
that they have estAblished systerns to Miti￿le the stgnificani risks.
REFERENCE AYD ADMINISTK4TIVE DETAILS
R¢gistered Charitv numb¢r
248487
PrlDclp818ddres8
The Royal Tank Regiment
HHQ RTR Stanl¢v Barrdcks
Bovington
Wareham
Dorset
BH20 6JB
Trnstees
Colonel Commandant Royal Tank Regiment- Brig G J Thompson
D￿uty Colort¢l Commandant. Brig S A Ridgway OBE
Trustee- Bri8 (R￿dI IN J Cowey MBE
Commanding O￿lCer RTR - Lt Col M N H Luson
The Trust¢¢s ar¢ knowil as the Regimental Council. The address tsf all Trustees 1$ via the R¢gim¢nts] SL*rei8ry.

Report of the Trustees
for the Year ENd¢d 31 MArch 2025
REFERENCE AND ADMINISTRATIVE DETAILS
Independeni Examiner
Miss J A Richardson FCA FCCA DChA
32 Aword Road
Wimbom¢
Dorset
BH21
Solicitors
HLEmphric5 Kirk
Wareham
Dorse(
BH20 4AN
Investment advR5eT5
CCLA
One Angel Lane
London
EC4R 3AB
Trustees Nomlnee Company
CCLA
One Angel L8n¢
London
EC4R3AB
Bsnker4
Holts Military Bank
200 Fowler Avenue
Famborou8h
Hampshire
GU147JP
Appmed by ord¢r of the Board of Trustees on
2.1....No/......?.¢..s-
and sisned on its behalf by:
Trustee
Trnsiee
..........R.Io.AW.A7
TTUS¢ee
Page 4

lttdtptttdettt Exgminer's Report to the Trnst¢¢$ of
The Roy#l T*nk Re%iment Benevoletst Fund
Independent es*thlD¢r'$ report to the trnJtees of Th¢ Royal Tank Regirnent Benevolent FuTrd
I report to the charity trustee5 1)n my examinwion of the aGcounts of Thr Royal Tattk Rcgimcnt B¢nevolcM Fwid {the
Trust) for the year ¢llded 31 March 2025.
Responslbllltles and b*yls of re￿rt
As the charity ttiistees of the Trust you are responsible for the preparation of the accounts in accord8nce with the
requw¢ffl¢nts of th¢ Charitics Act 2011 ('th¢ A¢t').
I report in respecl of my ¢xamination ofthe Trust's a¢counts carried out under se¢tion 145 of the Act and in CaTryin8 Out
my examination I have followed all applicable Directions given by the Charity Commission und¢r section 145(5)(b) of
the Act.
Independent exAminer'$ 5tatrm¢nl
Since YOUT charity's gross income exceeded £250.000 your examiner mus( be a member of o li5trd body. I can cotkfimi that I
am qualified to undertake the examination bec4use l am a registered mernber of ICAEW which 15 one of the li￿ed tK)dies.
I have compleied my examinaiion. I cottfirn1 that no matrri41 matters have come to my ottention in co[￿￿(10n with th¢
examination 8LVITE8 me cause to believe that in any miterial respect..
8¢¢011ntin8 records were not kept in respect of the Trnsi as required ty 5¢ction 130of the A¢L or
2. the accounts do not a¢cord with those re¢ord$; c¢
3. the accounts do nol Comply with the applicable requirements con¢¢rning thc form and content of accounts set out
irt the Chwities {A¢¢ountS And Reports) Re8ulatKons 2008 other that) any requirement that the 8ecounts give a true
and fair vi¢w which is not a matter considered &s part of an independent examin8ti¢)n.
I h2ve no concerns and have ¢ome across no oiher roatters in connection with the examinotion to which attention should
b¢ drawEI in thi5 report in ordeT to enable a proper under51anding of thc accounts to bc r¢arbed.
Miss JA Richardson
FCA FCCA Dch
32 Award Road
Wimbome
BH21 7NT
Dai¢..
Page 5

The Royal T&ttk Rtglm¢nt Benevolent Fuud
Statement of FI￿an[la1 AttivititS
for th¢ Ye9r Ended 31 March 2025
2025
Total
funds
2024
Tota]
funds
Unrestriaed
funds
Restri¢wl
fund
Notes
INCOME AND ENDOWMEYTS FROM
Donations and le8acies
305.425
305,425
5.578
Other charitabl¢ activiti¢$
Inve5tmeni income
Tot91
171,082
171,082
147.151
623,658
1,332
144.928
151.838
569.232
54.426
EXPENDITURE ON
Charitsble activities
General
Major Pott¢r fund
275,638
275.638
47.283
162.062
43,305
47,283
Raisin8 fiEnds
General
Major Potter fund
10
10
77.433
77.433
3.444
19,355
11,190
Total
153,071
50.727
403.798
233.912
gainsl{10ss) on InVe￿ments
212 371
NET INCOME
185.885
(11,773)
174,112
128.497
Fund transfeTS
2,704
(2,704}
RECONCILIATION OF FUNDS
Tot81 funds brouEbt fonward
3,245,308
1.957,996
5203.304
S,074,807
TOTAL FUNDS CARRIED FORWARD
20
3 433,897
1,943,519
5J77416
5 203.304
The notes forni part of th¢s¢ fm8n¢ial S￿￿ments

The Royal T4nk ReERment Benevolent Fund
Balance Shtet 31 March 2025
2025
Total
fund5
2024
Tota
funds
Unr¢stricted
funds
Restricted
fund
Notts
FIXED ASSETS
Investtnents
15
3.204.912
,927.054
5,131,966
5,151.564
CLRREwf ASSETS
Siocks
DebtOT5
Inv¢sknents
Cash 4t bank
16
17
5,175
15,576
209.049
5.175
20.082
210.105
5.447
1.1.878
5.135
4.506
1,056
241.723
18.265
259,988
65,910
CREDITORS
Amount falling due within one year
19
(12.7381
11.8001
114.538}
114,170)
NET CURRENT ASSETS
228 985
245 450
TOTAL ASSETS LESS CURRENT
LIABILITIES
3,433,897
,943,519
5.377.416
5.203.304
NET ASSETS
3,433 897
1943 519
5 377416
5.203.304
FUiYDS
L'n¥estri¢ied funds
R¢stri¢t¢d funds
20
3.433,897
1943 519
3.245,308
TOTAL FUNDS
5,377.416
5.203.304
Th¢ financial 5tat¢rn¢nts w¢r¢ approved by th¢ Bosxd of Trust¢es and authorised for issue on
and were signed on its behalf by:
Trustee
Tn￿tee
Trustee
The notes forni part of Ehese f￿anCIal siatements
Page 7

Th¢ Roy81 Tank Reglment Btntvolent Fund
Notes to the FinADCig1 Stgtements
for the Year Ended 31 MAreh 2025
LEGAL FORM
Thc ROYAI Tank Re8iment Benevoleni Fund is an unincorporated charity, regisiered with the Charity
Commission Ino. 2484871. The prin¢ipal addres5 can be foLmd on pa8e 3 of these financial rtatement5.
ACCOUNTING POLICIES
BASIS of pr¢psring the finAnciAI 51atements
The financial statcrnents of the charity. which is a public benefit entity under FRS 102. have been prepared in accordance
with the Charities SORP IFRS 1021'A¢¢ountin8 and Reporting by Charities.. Statement of Recommended Praciice
applicable to ¢hariiies preparing their a¢count5 in accordance with the Financial Rwrting Standard applicable in the UK
8nd Republic of Ireland IFRS I02} {effective l Janu2ry 2019),. Financial Reporting Standard 102'The Financial
Reporting Standard applicable in the UK and Republic of Ireland, and zhe c.harities Act 2011. The finaneial statements
hav¢ b¢en prepared under the historical c05t Convention. with the exception of investrnertts which in¢luded at market
valu4 as modifjed by the revalua140n of cen8in asseE5.
Income
All income is recognised in the Ststement of Financial Activities once the chariiy h8s ¢ntitlement to the funds it is
probable that the income will be re¢eiYed and th¢ wnourtt can be measurul reliably.
Donation$
Don8ttons are accounted for wh¢n the income 15 received.
Legacifs
Legacies aT¢ included within the financial statements when theeondktion5 for re¢eipt h8v¢ been rnet.
Grants receivable
Grints recei￿￿ble are accounted foron an ￿mi￿lS basi5
Investment Ineome
The Charity's inve#ments are managed by appoinied fund man￿er$. Investsnent income is remitted io the Charity
by the fijnd managers qtsarterly in arrears. All investments are measured at Tnarket value.
E%p¢nditur¢
Liabilities art re¢ognis¢d as exp¢nditure as won as there is a1¢8al or constructÉve obligation committing th¢ charity to
that expenditure, it is probable that a transfer of ¢¢onomic benefit5 will be r¢quired in 5¢ttlemeni and iht amount of the
obligation can be measured r¢liably. Expenditure is accounted for on an acerua15 basis and hag been classified under
h¢adin8s thai a88re8ate all w5t Telat¢d to the cate80ry. Where wsts ¢4nrtoi be directly attributed to particular headtngs
th¢y havc b¢en allo¢ai¢d to a¢¢ivitiu on & basis ¢on5iStent with th¢ use of r￿urceS.
LFrJnt5 offered subject to condition5 which hav¢ not bttn met at the year end date are noted a8 a commiuneni buc not
aKrued expenditure.
Stotks
Stocks are valued ai ihe lower of ¢05t 8nd net realisable value. after making due allow8ne¢ for obsolete and slow moving
items.
T4x4tion
Th¢ chariry is exempt from tax on its ¢haritabl¢ artiviti¢s.
Fulld accountlng
Unrestricted funds be used in accordon¢¢ with the ch￿ltable objectives at the discretion of the trustees. DesL8nated
funds are amouTrts which have been put aside at the discretion of the Trust￿ for a parti¢ular purpose.
Restricted funds can only be used for particular restrieted purp)ses within the obJ￿ts of the charity. Restrictions
arise when $p¢cified by the donor or when fvnds rois¢d for particular resthcted purposes.
Further explanation ofthe nature and purpose of each fund is in¢luda in the notes to the fJnanciY415tatements.
P¢nylon co$ts 8nd other p05t-retirement benefit5
The charit>. operates a defined coniribuiion pension 5¢h¢me. Contributions payable to the charity's pension scheme are
charged to the Ststem¢nt of Finan¢i41 Aeiivities in the period to which they relate.
Pa8e 8

The ROYAI TAnk Regiment Benevolellt Fund
Nott$ to the FI￿￿ntI&l Statements- eontiDu¢d
for the Year Ended 31 March 2025
ACCOUNTINC POLICIES- continued
Cash at b8nk &Dd In h8Dd
Cash at bank and in hand includes cash and short tem highly liquid investments with a short maturity of three month5 or
l¢ss from the date olacquisition or opening of the deposii or similar aecouni. Shon iemi highly liquid invesimen15
Wl1h a ma￿rity date of longer than three months Are held as Current 8S5et investsnents.
Debtor5
Debtor5 are recognised Bithe Settlement amount due.
Creditors
Cr¢ditor5 are recognised where the charity has a present obligation resultin8 from a past eveni that will probably result in
the rron5fer of funds ro a third party and the amount due io settle the obligation ¢an be m¢a5urd or estimated reliably.
Creditors are reeognised ai their settlement amount.
3. DONATIOP¥S AND LEGACIES
21125
2024
Donations
Offi¢w. SNCO and Soldier ODP
224.542
80.883
5.578
305 425
4. OTHER CHARITABLE ACTtvrrtES
2025
2024
Chariiable tradin8
Events income
1,746
169J36
l J32
171,082
1,332
S. INVESTMENT INCOME
2025
2024
Investment income
Deposit account in*r¢st
144,(K)O
144,(X)O
928
147 151
144.928
Investment income ][] the year totslled £144.000.. Th¢ total ush withdr8wn from the portfolio into the eharity current
acc(Junt in the year wag £144,0(K)..
6. CHARITABLE ACTIVITIES COSTS
Grdni
funding of
activities
{see note 8)
Support
sts (see
note 91
DIr￿t Costs
15¢¢ not¢ 7)
Totat
General
Major Potter Fund
2.646
201,374
71,618
275,638
2.646
246,857
73.418
322.921
continued.....
Pa8e 9

The ROYAI Tank Reglm¢nt B¢D¢volent Fund
Notes to the Fin8nei81 Staiements-eorttlnued
for the YeAr Endtd 31 Mmreh 2025
7. DIRECT COSTS OF CHAIUTABLE ACTIVITIES
2025
2024
Headstones, WT¢4th5. flow¢T5 and drap¢$
Fields of Remembrance
GiÈts
50
700
50
770
1.584
& GRANfs PAYABLE
2025
2024
General
Major Pott¢r Fund
201,374
90,698
246.857
132.203
The thtal grants paid ￿ institutions during the year was as follows."
2025
2024
Memorials
ABF the Soldiers, Charity annual grant
c.olonel Commandant5 Fund IODPI
Colonel Commandants Fund (Cambrai)
RTR Publications
Colon¢l Commandants Fund IEv¢nts)
Mus¢um M¢dal CollKtion
RTR Societies
Other
5.500
40.441
3,0(
2.0
4,0(M)
3,0(K)
4,000
60.000
2.620
350
18.348
158.797
32,698
The totsi paid to individua15 durin8 the year was as follow5..
2025
2024
Grants of benevolence
Christmas grants
Christmas hampers
Other 8rartts
Abor¢tum
34.197
580
6,422
45,483
60.340
379
5,949
31,489
88.060
99,505
Oth¢r grants paid frgm r¢stric*d fvnds repTesent grdnts payable in respect of the Major Potter fund.
Page 10

The Royal T¥nk Regiment BtnevoleDt Fynd
Notes to the FinaDciII Statements. eonilnued
for th¢ Year Ended 31 March 2025
9. SIIPPORT COSTS
Management
Other
Tot￿$
General
Major Potter Fund
69,718
71.618
1.800
1,800
The fund operat¢5 & defin¢d ¢oniribution scheme in res￿¢1 of staff pensions. All support costs have been
all￿died ON an a¢¢Jal basis.
Support costs, included In the above. are as follows..
M#llagem¢nt
2025
2024
Major Potter
Fund
Tot&1
activities
Totsi
General
Wages and Staff Bonuses
Pension
Professional fees
Offi¢e expense5. in5urancc. btsnus
Printing and stAtionery
P05t8ge
Broadband
Sundri¢5
C.otnputer costs
HHQ tr8v¢l
29,351
1,76
20,938
3,509
442
881
29,351
1.768
20,938
3,509
442
881
27,804
1.633
20,515
979
597
515
503
838
12.988
688
10.018
2,810
10,018
67.060
Other
2025
2024
Major Potter
Fund
Toui
activiti¢S
Total
acSivitL¢5
General
Independent Examination fee5
1.900
1.800
3,700
3.700
10. EXPENDITURE ON RAISING FUNDS
2025
2024
Major Potter
Fund
Total
activities
Total
activities
General
Portfolio fees
Event expendiiure
Costs of funthaisins
Purchases
5.727
64.063
3,360
9,171
64,063
3,360
29.801
744
77.433
3.444
80.877
30.545
ontinued.....
Po8¢11

The ROYAI Tatbk Regiment Benevolent Fund
Note5 to tbe Flttxnci81 Stattments- ¢oDtiDued
ror the Ye#r Ended 31 March 2025
11. TRUSTEES, RE1￿uNERATIoN AND BENEFITS
There were no tru5tees' remunerati4)n or other benefits for th¢ year ended 31 March 2025 nor foT th¢ y¢aT ended 31
Mar¢h ?024.
Trusteej, expenstj
Th¢re were no trustees, exp¢]Lses paid for ihe yw ended 31 MaTch 2025 nor for the year ended 31 March 2024.
12. STAFF COSTS
2025
2024
Wag¢s and stsff bonus¢5
Orher pension ￿sts
29.351
1.768
27.804
1,633
Theaverage monthly rtumber of employee5 durin8 the year was as follows:
2025
2024
Stafy
Noemployees received emolumenrs in exr¢55 of £60.0(￿).
13. COMPARATIVES FOR THE STATEMENT OFFINANCIAL ACTIVITIES
Ufirestric￿d
funds
Restricted
fund
Toi
funds
INCOME AND ENDOWMEP*TS FROM
Don8tions and le8a£i¢s
5.578
5.578
(Xher irading aciiviti¢5
Invesimeni incom¢
1,332
Totsl
97.503
54,335
151.838
EXPEf*DITURE ON
Raising funds
744
744
Chgritable actlvitles
General
Major Potter fund
141,547
141.547
43.305
50.316
43.30J
11,19)
39.126
Total
181,417
54.495
235,912
Net gains i)n investsnents
126.515
212,571
NET INCOME
126 355
128.497
Page 12
continued....

The Royal T￿￿k Reglment Benevolent Fund
Notes to the Fln8ntl#l Si*tement$- ¢oDtinued
for the Year Ended 31 March 2025
14. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES- contlnued
Unr¢strictcd
nds
Restri¢t¢d
fund
funds
RECONCILtATION OF FUNDS
Tot81 funds brought fon¥8rd
3,240.462
1.834.345
5.074.807
TOTAL FUNDS CARRIED FORWARD
1957 996
5 203 304
The Statement of Financial Athivities shows the split by fund for the current year only. The equivalent fimd split for the
comparative year ¢nded 31 March 2024 is as set ou¢ in this not¢.
15. FIXED ASSET INVESTMENTS
Listed
investm¢nts
MARKET VALUE
At l April 2024
Additions
Disposals
Revaluations
5.151,564
s.369,3￿)
{4,680.1601
708 829
At 31 Marth 2025
NET BOOK VALUE
At 31 March ?025
At 31 March 2024
5.151,564
There were no investsneni assets outside the UK.
In Dddition to the amounts held in fixed asset invesunents for shares of £5,131,966 there wps on amount h¢ld in ourrent
cash accounts of £Nil under cash At bank and in hand and £nil held as accrued interest. Tofal investments held with the
inve5trnent broker CCLA were £5,131.966.
16. STOCKS
2025
2024
Ac¢outremeni Stock
Pag¢ 13
Continu￿.....

The ROYAI Tank RegRrnent Benevolent Fund
P4ot¢s to the Flnanciftl Statement8- tontinued
for the Ye8r Ellded 31 March 2025
17. DEBTORS: AMOUNTS FALLING DUE WITHIP* OIYE YEAR
2025
2024
ODP debior
Sundry debtors
Prepayments
6,912
12,000
12.000
18. CURRENT ASSET tliVESTMENTS
21125
2024
35 day Liquidity account
210,105
5,135
19. CREDITORS: AMOUiNTS FALLIYI G DUE WITHIN ONE YEAR
2025
2024
Ac¢rued expen5¢5
20. MOVEMENTS IN FUNDS
Net
movement
in funds
Transfers
between
funds
At
1.4.24
At
31.3.25
Unrestriettd fundg
General fund
3 245 308
185 885
3 433 897
Re5trxcted fullds
Major Pott¢r fund
1,957.996
{14,4771
12.704)
1.943,416
TOTAL FUNDS
5 203 304
174 112
5 377416
rnovrm¢nt in funds, included in th¢ ab)v¢ are as follows..
InGomiog
re50urce5
Resources
expended
Gains wd
Ios5e5
Movement
in funds
Uttrestrlcted funds
icneral fund
569.232
(353.071)
130.2771
185.884
Rutritted fund5
Major Potter fund
54,426
150,727)
115,473)
111.774)
TOTAL FUNDS
623 658
403 798
174 110
Poge 14
continued.....

The Roy*l Tank Regiment Benevolent Fynd
Notes to the FingnclAI SIAtements- coNtlnued
for the Year KDded 31 March 2025
20. MOVEMENTS IN ￿iND5- corttlnued
Comp8Tative fund5 movements are *s follows".
N¢i
movement
in fi]nds
Transfers
between
funds
At
1.4.23
At
31.3.24
Unrestricted funds
Gcneral fund
Comput¢r twjd
3.240.462
2,142
2.704
3,245.308
3,240,462
2,142
2.704
3,245,308
Rutri¢ted fund
Major Potter fund
1.834,345
126.355
12,704)
1.957.996
5,074.807
128.497
5.203,304
TOTAL FLNDS
Cotnparat5vc nei movement in funds, included in the abov¢ as follows..
Incoming
resources
Re$oLLr¢es
¢X￿nded
Gains and
1058es
Movement
in funds
Unrestrtcted funds
GEner&l fund
97,503
1181,4171
86.506
2.142
Re8tricted funds
Major Pot￿ fund
54.335
(54.4951
126,515
126.355
TOTAL FUPIDS
151838
235 912
212 371
128,497
General unrestrirt¢d funds r¢present funds whieh are expendable ￿ the dis¢raion of the Trustees in the furtherdnce of the
objects of the Charity.
Designat¢d funds represent amounts which h&ve bttn put &side at the discretion of the Tru￿¢¢5 And comprise a fund for
the purchase of computer ¢quipment.
Re5trÈCted funds rqiresent:
£1,957.996 in respect of a legacy received from the Estate of Mrs RE Pott¢r, which was originally bqueathed to the
charity by her la￿ husband, Major Herb¢rt L¢sli¢ Potter. Purpose of the fund is to promote th¢ ¢tYi¢i¢ncy of the Royal
Tank Regiment thmu8h the &Jucation and rrdining of serving members of the Eiegiment.
21. RELATED PARTY DISCLOSURES
Th¢ Chority is Connected with other charitie5 of the Royal Tonk ReRimen* ss disclosed in the Annual Report of the
Trustees. Material transactions con5iMed of a £4.000 grant12024 . £4,0(X)) paid io the Royal Tank Regiment
Publication5 kn the year and the paymeni of grants totallin8 £40,44112024. £20,000) io the Colonel Cornmandant5 Fund
ICCF) and a grant of £Nil12024..£Nill rtctived from CCF.
Page 15