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|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|
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|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||$5nl|(2S26)|(eJIr)||
|Reconciliation offunds|ll|||||
|Totalftndsbroughfonrard||23853I|818_678|t.0672U'|936.703|
|Tolelfrrdscerit{ furrrrd||2JHM9|tli.tli2||t-ffi72{r9|
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|||3filIe1- 2I)22|3lht4-m2l|
|---|---|---|---|
||I\ote|t|f.|
|FXEDASSETS||||
|ImeslrEfls|E|lJll3,t6t|l-025-ll_i|
|CURREI{TASSETS
Cashatbank|9|112,17|42.3t3|
|LLTBI,ITIES:
Crcditors:emountsfallingduewithinoncyear|l0|(22CI)|\22O)|
|]TETCURRIITASSITS||{J,996|+?093|
|TOTALNETASSETS||l,o57,g6l|1.067"209|
|TEfFfIDsOFTEEC[L{,RIT}'|II|||
|Endou,mentfurds||82s8s2|828.678|
|Untestrictedfurds||232.{t{rg|238.531|
|TOTAL CHARITYFUNDS||1,057,861|t-067-209|
##
|the objectsofthechi5"-Resrictiom
pnicularcslricfedpurposes-
I'OIIATIONSAI{I'LEG#TCIES|
arise ruhenspecified[-llrdomror rrhe|
n ftmdsaeraisedfo|
n ftmdsaeraisedfo|
|---|---|---|---|
||Yearto|Yearto||
|tinrrstrictedfrnds|3t,DilIqfr22
i|3f}{a-r
f"|2O2f|
|Domiomrcoei\-ed|, l{5||3225|
||2Jss||?rrs|
##
|
partlyrefrmdedbythebeneficiaryorbyother cha
2o2Qozt-tt2fil_
NYCOMETROilII}{ITESTMEFITS|
rities andarecreditedtoUnrestricted|Funds.Thesetotalle|Funds.Thesetotalle|
|---|---|---|---|
||}-eerto|l'earto||
|Unrcstricted funds|37May2O22
f.|3lMay
f|2O2l|
|Dfttleods mdfuteresnreceir-ed|26916||2+-565|
||26916||24-565|
|5.
RAISTNGFUNDS|||||
|---|---|---|---|---|
|o|Ycerto||Yearlo||
|Unrcsfrictsd fonds|3fMt-r
f,|2In2|3rilIn
f.|202I|
|Investmeffmanagement fees||7,613||6,760|
|$rportcosls(mteZ;||132||70|
|||7.745||6-8-3r)|
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|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|
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|.
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|||
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|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|
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|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|
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|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|The|
||RoyalYemanryRAC|
|NorthIrishHorse|B (North Irish Horse)Squadron, ScottishandNorth|
||IrishYeomanryRAC|
||,!0(NorthkishHorse)SignalSquadron"32dSignal|
||Regiment|
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|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|
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|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|
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