| CONTENTS | |
|---|---|
| Page | |
| tfistorydtheYeomanry | I |
| TheYeomanry Benevolent Fund | J |
| Saterrent ofRrrpme | 3 |
| TrusteesandOffrcials | 4 |
| Trustees'Report | 5-9 |
| Indepen&nt Examirer'sReput | l0 |
| Statementof FinancialAaivities | ll |
| BalanceSheet | t2 |
| NCIestotheAccannts | t3-t5 |
| Beneficiariesby Regiment | I6 |
| Private Donations | L6 |
| DonationsfromRegimertsandAssociatims | l6 |
| Yeomanry RegimenBandtheirSuccessorUnits | t7-21 |
| STATLIITTOF T-ITT"{TCL{L-{ For thcyear to3lilIay2022 |
CTIIIITII | S | |||
|---|---|---|---|---|---|
| Unrestricted | Endowment | Yearto | Year!o | ||
| Note | Fmds f. |
Funds t |
3lMey xnz f. |
3lM4- 2$2t f. |
|
| Income and Endowmentsfrom | |||||
| Dombmandhgiliss | 2 | ?l{s | 4las | 3# | |
| Chit$lertftitks | -t | l,o? | r3In | l:_50 | |
| IrnestnenE | .t | 26916 | 26916 | 21,%5 | |
| Totelinmme | 30r.r73 | 3{},173 | 29.GCI | ||
| ExpadiEreor | |||||
| Raisiryfus | _i | ?,715 | 73+t | 6-EiO | |
| Charitableactivities | 6 | 28jt36 | 2EA36 | 2r.620 | |
| TttrdtrpcndiErc | JGTTI | 36JU) | |||
| N€tincome(expenditure)l | (5,7O9) | (5,709) | 589 | ||
| Transfes bcnrecn Furds | |||||
| (5,n9) | (5,711!r) | 589 | |||
| ftherrecognised gains(losses) | |||||
| Caim(losses)onim"esmenls | G!l) | (J53e) | 129-9t7 | ||
| NstDtrcmcrthfrrds | $5nl | (2S26) | (eJIr) | ||
| Reconciliation offunds | ll | ||||
| Totalftndsbroughfonrard | 23853I | 818_678 | t.0672U' | 936.703 | |
| Tolelfrrdscerit{ furrrrd | 2JHM9 | tli.tli2 | t-ffi72{r9 |
| 3filIe1- 2I)22 | 3lht4-m2l | ||
|---|---|---|---|
| I\ote | t | f. | |
| FXEDASSETS | |||
| ImeslrEfls | E | lJll3,t6t | l-025-ll_i |
| CURREI{TASSETS Cashatbank |
9 | 112,17 | 42.3t3 |
| LLTBI,ITIES: Crcditors:emountsfallingduewithinoncyear |
l0 | (22CI) | \22O) |
| ]TETCURRIITASSITS | {J,996 | +?093 | |
| TOTALNETASSETS | l,o57,g6l | 1.067"209 | |
| TEfFfIDsOFTEEC[L{,RIT}' | II | ||
| Endou,mentfurds | 82s8s2 | 828.678 | |
| Untestrictedfurds | 232.{t{rg | 238.531 | |
| TOTAL CHARITYFUNDS | 1,057,861 | t-067-209 |
| the objectsofthechi5"-Resrictiom pnicularcslricfedpurposes- I'OIIATIONSAI{I'LEG#TCIES |
arise ruhenspecified[-llrdomror rrhe |
n ftmdsaeraisedfo |
n ftmdsaeraisedfo |
|---|---|---|---|
| Yearto | Yearto | ||
| tinrrstrictedfrnds | 3t,DilIqfr22 i |
3f}{a-r f" |
2O2f |
| Domiomrcoei-ed | , l{5 | 3225 | |
| 2Jss | ?rrs |
partlyrefrmdedbythebeneficiaryorbyother cha 2o2Qozt-tt2fil_ NYCOMETROilII}{ITESTMEFITS |
rities andarecreditedtoUnrestricted |
Funds.Thesetotalle | Funds.Thesetotalle |
|---|---|---|---|
| }-eerto | l'earto | ||
| Unrcstricted funds | 37May2O22 f. |
3lMay f |
2O2l |
| Dfttleods mdfuteresnreceir-ed | 26916 | 2+-565 | |
| 26916 | 24-565 |
| 5. RAISTNGFUNDS |
||||
|---|---|---|---|---|
| o | Ycerto | Yearlo | ||
| Unrcsfrictsd fonds | 3fMt-r f, |
2In2 | 3rilIn f. |
202I |
| Investmeffmanagement fees | 7,613 | 6,760 | ||
| $rportcosls(mteZ; | 132 | 70 | ||
| 7.745 | 6-8-3r) |
| OTESTOTHE.TCCOULNTS arto3lMr;2t)22 CHARITABLEACTIVITIES |
||||
|---|---|---|---|---|
| learto | Yearo | |||
| L'lnrestrictcdfnnds | 3I | Mey2022 | 3l | I\r4.202r |
| No | L | No | t. | |
| Grdspaidinth)ear | l8 | 18s28 | l9 | l7-538 |
| DomfunsoCoda.Slrcs md HaighHousirgTrusn | 5,000 | o | ||
| It | 2,.5,?a | l9 | l7*53t | |
| Suponcosts(note 7) | {rOE | +.0E1 | ||
| 28,436 | 21.619 |
| . SUPPORTCOSTS |
28,436 | 28,436 | 21.619 | 21.619 |
|---|---|---|---|---|
| Y-earto | Yearto | |||
| 3l}&.[,ay | 2O22 | 3lMay | 2021 | |
| i. | {. | |||
| Secnral--sfm | J,600 | 3-600 | ||
| Seuek_v'sespenses(trarel) | rl0 | 0 | ||
| Trusees'meeringo6ls | 117 | o | ||
| Printing | 264 | 140 | ||
| Iilediasorage-pocragedslatiorery- | 152 | tza | ||
| Bdfs | 96 | 75 | ||
| nryuUory"adstauryiom | J0l | a)9 | ||
| 4840 | 4-152 |
| Srryportcosshave beenallocated tothefollowingactivitie expenditure: |
sinaccordarrcewithttrc rtatureof | tlrcurderlying |
|---|---|---|
| Yerrto 3lMe;-2022 tf. |
Yearto 3IMT2021 |
|
| Raisingtuds(5{Ploofpriming) Charitablerctivities(balance) |
132 4,808 |
70 4-OS2 |
| r,9{o | 1-152 | |
| 8. INVESTMENTS |
||
| Yearto | Yearto | |
| hrmertin isrrstmentsdurirgfheyeer | 3tNlryfr22 i. |
3lM4-2o2r f. |
| Ma*ar"alred$:mdthrear | u25,l15 | 901-959 |
| Netdivestmerf | (7$12) | (6,760) |
| Im-estmentgairrsflosses) Merktvehedddltcrelr |
(353e) lJllSE6r |
129_916 l-o25-l15 |
Yeato3lil.fary'2022 |
, | |||
|---|---|---|---|---|
| Anal.vsisofinvestuents | atendof theyear | Yearto | Yearto | |
| 3r *h-vAn22 | 3lhdry. | 202r | ||
| L | f. | |||
| LishdIm"m-s | ||||
| Equities UK | 229$90 | 237,422 | ||
| Overseas | {{9J+r | -l{9-7J0 | ||
| Afermtir-ehr'ffis | -infrmucmre &propert-r | t56"129 | l{7-0(E | |
| FfuiedInterest | t3E819 | r{8-062 | ||
| Cash | n,SZ | {2,88+ | ||
| Totalinvestments | 1,013,864 | 1.025.116 | ||
| 9- CASHATBAIK |
||||
| JlM4m22 | 3lirlaf | n2l | ||
| L | E | |||
| Iwestrnentaccount | s33s | 5,104 | ||
| Dcaocitaccorm | 'l | 2 | ||
| Currenl acconnl | 3ttEO | 37-N7 | ||
| 11217 | 12.313 | |||
| lO- CRflllToRsfdliagdueinmderooerr-ear |
||||
| 3lM{2In2 | 3rhdq- | 202r | ||
| s | E | |||
| Accrued eryenses(printing) | 220 | 220 | ||
| zat |
| 1. RECONCILIATIONOFCH |
ARITYFUNDS | ||
|---|---|---|---|
| Eadorramnf | LInre*tricted | Total | |
| Funds | Funds | Funds | |
| s | s | 3 | |
| Im/estrnents | 825.852 | 188,012 | 1,013,964 |
| khdbAr* | t+2tv | #-ztv | |
| Iessrenreds\pecs | (2X)t | .(p.m) | |
| Total charitableftrnds | 825.852 | 232,{t09 | 1,057.861 |
| Ayrshire (EarlofCarrick'sOwn) | A(Ayrshire(EarlofCarrick'sOnvn)Yeomanry) |
|---|---|
| Yeomanry- | Squadron"ScouishandF{orthIrishYeornanryR{,C |
| Bedfordshirel-eomanry | Nozuccessorunitlzuspendedanimation; |
| Berkshire Yeomanrv | 94(Berkshire Yeomanry)SignalSquadron,3ge |
| SignatRqgiment(TheSkinners) | |
| RoyalBuckinghamshireHussars | 710@oyalBuckinghamshireHussars)OpHygrene |
| Squadron,165Port&MaritimeRegimentRLC | |
| CheshireYeomenry(ErlofChcster's) | C(CheshireYeomanry'(EartofChesteds)) |
| Squadrom"TheQueensOv*mYeornanryRAC | |
| DenbighshireYeoman4rHussars | 398(Ilint&Denbigshire Yeomanry)Transport |
| Squadron,I57(lVelsh)RegimentRLC | |
| IlcrbyshireYeomanry- | E (LeicestershireandDerbyshire Yeomanry (Prince |
| Albert'sOwn)Squadron,TheRoyal Yeomanry | |
| RAC | |
| Royallsl)er.onYeomznry | D(RoyalDev'onYeunanry) SquadrmTheRoyal |
| WessexYeomanryRAC | |
| RoyalNorthDevon Hussars | D (RoyalDevonYeomanry)Squadron,TheRoyal |
| WessexYeomanry RAC | |
| Queen'sOrnDorsetYeomenry | A(Dors€f,Ymrnanry)SquadroqTheRoyalWessex |
| YeomanryRAC | |
| Essexl"eomanry- | f6(EssexYeunanry)Signalftuadrq7ls(Cityof l-mdon)YemanrySignalRegiment |
| Fife andForfarYeomanrv | C(FifeandForfarYeomanry/Scottish Horse) |
| Squadron, ScotrishandNorthlrishYeomanr,rRAC | |
| FirstAidFursing l-eomanry | FirstAidNursingYeornanry (ThePrincessRoyal's |
| VolunteerCorps) | |
| @een'sOwnRoydGlesgow | Iiosuccessorunit |
| f'jgrmlnry | |
| t'l |
| IlampshireCerabiniers | 295(HampshireYeomail:!')Batter-v&.457 ftIampshireCarabiniersYeomanry)Battelv,106 (Yeomanry)RegimentRA |
|---|---|
| HerilordshireYeomanry | Nosuccessorunit(suspendedanimation) |
| InnsofCourtRegiment | 68(InnsofCourt&City Yemranry)Signal |
| Squadrcn,7ls(Cityoflondon)YeomanrySignal | |
| Regiment | |
| TheBandQnnsof CourtandCity Yeornanry | |
| RoyalYemanryRAC | |
| NorthIrishHorse | B (North Irish Horse)Squadron, ScottishandNorth |
| IrishYeomanryRAC | |
| ,!0(NorthkishHorse)SignalSquadron"32dSignal | |
| Regiment |
| LanarkshireYeomanry Dukeoflancaster'sOrn \"eomanry |
Nosuccessorunit B (Duke of[^ancastefs OumYeornanry)Squa&on" TheQuems Or*nYeomanryRAC |
|---|---|
| LancashireHussars | Nosuccessorunit |
| Lcicestershirel"eomanry(Prime | E(LeicestershireandDerbyshire Yeomanry' (Prince |
| Nbert'sOwn(PAO)) | Albert"sOrnn))Squadron,TheRoyal Yeomanry |
| RAC | |
| IE |
| Reportand | ^{ccounts 2022 |
|---|---|
| FormerTide | Successorfnit |
| Lincolnshire Yeomanry | Nosuccessorunit |
| CiqofLondonYeomanq5' | 68 (Innsof Court&CityYeomanry)Signal |
| Squadron"7l-t(Cit_r.oflondon)YeomanrySignal | |
| Regiment | |
| TheBand(Innsof CourtandCityYeomanry),The | |
| RoyalYeomarryRAC | |
| 3rdCount5rof London Yeomenry | C(Kentand SharpshootcrsYeornanry,)Squadro-n- |
| TheRoyalYeomanryRAC | |
| 265(KentandCounty of London Yeomanry | |
| (Sharpshooters)) SupportSquadrora7ls(Cityof | |
| Lmdon)YeornanlvSignalRegiment | |
| LothiansandBorderHorse | E (Lothians&Border Yeomanry)Squadron, |
| ScottishandNorfrr Irish\"eornannRAC | |
| Lor.at ScouB | Nosuccessorunit |
| MiddlesexHussars(Dukeof | 31(Middlesex Yeomanry&PrincessLouise's |
| Cambridge'sOn-n)(lsCounqof | Kensington)Signal Squadron,7l'n(Cityof London) |
| l,ondon I'eomanr.v) | Yeomanr5rSignalRegimem |
| Montgomeryshire Yeomanry | Nosuccessorunit |
| King"s()wnRoyalliorfolk}'eomanry | 677(Sutrolk& hltrfolkYeornanry)Squadron"6 |
| RegimentAl\C | |
| NorthumberlandHussars | C&S(NorthumberlandHussars)Squadron.The |
| Queen'sOr*nYeomanryR{C | |
| llorthamptonshire]"eomanry | Nosuccessorunit |
| SouthNottinghamshireHussars | Nosuccessorunit |
| Quern'sOnmOxfordshireHussar | I42(Queen'sOw.nOxfordshireHussars)\iehicle |
| Squadron,165Port&N{aritime RegimentRLC | |
| Pembroke (Castlemartin) Yeomanry | 224 (PembrokeYeomanry)TransportSquadron, |
| I57ffielsh)RqgirnentRLC | |
| Scottish Horse | C(FifeandForfar Yeomanry/ScottishHorse) |
| Squadron, ScouishandNorthIrishYeomanryRAC | |
| ShersoodRangersYeomanry | A(SherwoodRaogersYemanry)Squadron"The |
| Rof alYeomanryRr\C | |
| Shropshire Yeomanry | D(ShropshireYeomanry)Squadron,TheRoyal |
| YeomanryRAC |
| Welshllorse | No successmunit |
|---|---|
| lYestminsterDragoons(2dCountyof | C&S(WestrninsterDragoons)Squadron,The |
| London Yeomanry) | RoyalYeomanryRAC |
| Vl'estmorland and | Nosuccessorunit |
| Cumberland Yeomanry | |
| RoyalWiltshireYeoman4r(Princeof | B&Y(RoyalWilshireYeomanry(Princeof |
| trVales'sOn'n) | W'ales"sOr*n)SquadronTheRoyal\tessex |
| YeornanryRAC | |
| Queen'sOwn WorcestershireHussars | B(Stafflordshire, Warwi ckshire,andWorcestershire |
| Yeomanry:)Squadron-TheRoyal YeomanryRA.C | |
| 54{Queen'sOwn Warwickshireand \il'orcderstrire)SupportSquadrou3?"Sisal |
|
| Regiment | |
| YorkshireHussars(Alexandra, | A(Yorkshire Yeomanry)Squadron"TheQueen's |
| Priqeessof{ales'Own} | OsnYeomanry RAC |
| Queen'sOwnYorkshireDragoons | A(Yorkshire Yeomanqr)Squadron,TheQreen's |
| Own Yeomanry RAC |