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|||CONTENTS||
|---|---|---|---|
||||Page|
|History ofthe Yeomanry||||
|The Yeomanry
Benevolent||Fund||
|Statement ofPurpose||||
|Tnistees and Officials||||
|Trustees' Report|||5-9|
|Independent
Examiner'|sReport||10|
|Statement ofFinancial|Activities|||
|Balance Sheet|||12|
|Notes to the Accounts|||13 - 15|
|Beneficiaries by Regiment||||
|Private Donations|||16|
|Donations from Regiments||and Associations|16|
|Yeomanry
Regiments|and|their Successor Units|l7-21|
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|Forthe year to31May 2|023|||||||||
|---|---|---|---|---|---|---|---|---|---|
||||Unrestricted||Endowment|||Year to|Year to|
|||Note|F|d|ph|d||31Ma}
2023|31May
2022|
|Income and Endowments|from|||||||||
|Donations
and legacies||||2400||||2400|2,355|
|Charitable
actimties||||l,t}92||||1,092|1,202|
|Investments||||29050||||29050|26,9l6|
|Total income||||32343||||32 43|30,473|
|Expenditure
ou||||||||||
|Raising funds||||7,170||||7,1'70|7,744|
|Charitable
activities||||37,101||||37,101|28,436|
|Total expenditure||||44,271||||44 271|36180|
|Net income
(expendlntre)||||(11,928)||||(11'28)|(»709)|
|Tmns fera between Funds||||||||||
|||||(11'28)||||(116128)|(5,709)|
|Other mcognised gains (losses)||||||||||
|Gains (losses) on invesiments||||13014||46|25|09 39|~8639|
|Net movement
in funds||||(24,943)|(46/25)|||(71467)|(9,348)|
|Reconciliation offunds||||||||||
|Total funds brought forward||||232,009|825/52|||19057'I|1,067,209|
|Total ihnds carried forward||||207066|'179||27|986 94|11157861|
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|||||||||Year|to||Year|to|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||Unrestricted
Funds|||||31||May|2023|31|May|2022|
|||||||No||||No|||
||C&mats paid|m thc year||||25|||32,125|19||18,628|
||Donations||||||||0|||5,000|
|||||||25|||32,125|19|23,628||
||Support costs (note 7)||||||||4„4176|||4,808|
||||||||||37,101||||
|7.|SUPPORT COSTS||||||||||||
|||||||Year|||to||Year|to|
|||||||31|May
I||2023|31May||2022|
||Secretary's|fees|||||||3,600|||3,600|
||Secretary 's|expenses (trave i)|||||||169|||110|
||Trustees'
meeting costs||||||||461|||417|
||Printing||||||||224|||264|
||Media storage, postage and||stationery||||||68|||152|
||Bank fees||||||||66|||96|
||Regulatory|and subscriptions|||||||500|||301|
||||||||||3,888||||
|The Trustees||received no remunemtion||durhtg|lhe|year (2022 —nil)|||||||
|Support costs have been allocated to the||||following||activities in accordance||with|the nature ofthe underlying||||
|expenditure:|||||||Year||to||Yearto||
|||||||31||lUIay|2023|31May||2022|
||Raising funds
(50YI&ofprinting)||||||||112|||132|
||Charitabl|activities (balance)|||||||4&976|||4,808|
||||||||||5oua|||4940|
|S.|INVESTMENTS||||||||||||
||||||||Year||to||Year to||
|||||||31||May|2023|31May||2022|
||Movement|in investments|during the year|||||8|||6||
||Market value at start ofthe||year|||||1,013,&64|||1,025,115||
||Net divestment
lnvestmcnt
losses|||||||(7,058)
(59,339)||(7,612)
~3633|||
||Market value at end ofthe year|||||||843468|||Itlt3864||
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|NOTES TO THK ACCOU
Year to 31May 2023|NT|S|S|||
|---|---|---|---|---|---|
|Analysis ofinvestments|at|end ofthe year||Year to
31May 2023|Year to
31May 2022|
|||||8||
|Listed ImIestments||||||
|Equities
UK||||219,690|229,090|
|Overseas||||411,780|449,344|
|Alternative
Investments|-|infrastructure|&pmperty|124,051|156,129|
|Fixed interest
Cash||||169,715
~22
32|138,819
~0 4II2|
|Total investments||||947460|I 073 864|
|9.
CASH AT BANK||||||
|||||31May 2023|31May 2022|
|Investment
account||||4,556|5,335|
|Deposit account||||2||
|Current account||||34,749|38,880|
|||||39,307|44,217|
|10.
CRKDITORS falling||due in under|one year|||
|||||31May 2023|31May 2022|
|Accrued expenses Qrfnting)||||180|220|
|||||180|220|
|11.
RKCONCILIATION||OF CHARITY FUNDS||||
||||Endowment|Unnettricted|Total|
||||Funds|Funds|Funds|
|Investments|||779,527|167,940|947,468|
|Cash atbank||||39,307|39,307|
|r ese ecc752ed eepeeeec||||(180)|(1803|
|Total charitable funds|||779927|207067|906504|
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|ased en Yeomanry-titled
Units and Sub-unit|s
in the Army ORBAT —July 2017|
|---|---|
|Former Title|Successor Unit|
|Ayrshire (Karl of Carrick's Own)|A (Ayrshire
(Earl of Carrick's Own) Yeomanry)|
|Yeomanry|Squadron,
Scottish and North Irish Yeomanry
RAC|
|Bedfordshire
Yeomanry|No successor unit (suspended
animation)|
|Berkshire Yeomanry|94(Berkshire Yeomanry)
Signal Squadron,
39~|
||Signal Regiment (The Skinners)|
|Royal Buckinghamshire
Hussars|710(Royal Buckinghamshire
Hussars) Op Hygiene
Squadron,
165Port tk Maritime Regiment RLC|
|Cheshire Yeomanry
(Earl ofChester's)|C (Cheshire Yeomanry
(Earl ofChester's))
Squadron,
The Queens Own Yeomanry RAC|
|Denbighshire
Yeomanry
Hussars|398(Flint k Denbigshire
Yeomanry)
Transport
Squadron,
157(Welsh) Regiment RLC|
|Derbyshire
Yeomanry|E(Leicestershire
and Derbyshire
Yeomanry
(Prince
Albert's
Own)) Squadron,
The Royal Yeomanry|
||RAC|
|Royal 1"Devon Yeomanry|D (Royal Devon Yeomanry)
Squadron,
The Royal
Wessex Yeomanry RAC|
|Royal North Devon Hussars|D (Royal Devon Yeomanry)
Squadron,
The Royal|
||Wessex Yeomanry RAC|
|Queen's
Own Dorset Yeomanry|A (Dorset Yeomanry)
Squadron,
The Royal Wessex|
||Yeomanry RAC|
|Essex Yeomanry|36(Essex Yeomanry)
Signal Squadron, 71"(City of|
||London) Yeomanry
Signal Regiment|
|Fife and Forfar Yeomanry|C (Fife and Forfar Yeomanry/Scottish
Horse)|
||Squadron,
Scottish and North Irish Yeomanry RAC|
|First Aid Nursing
Yeomanry|First Aid Nursing
Yeomanry (The Princess Royal's|
||Volunteer
Carps)|
|Queen's
Own Royal Glasgow|No successor unit|
|Yeomanry||
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|Former Title|Former Title|Former Title|||Successor Unit|Successor Unit|
|---|---|---|---|---|---|---|
|City ofLondon Yeomanry|||||68 (Inns ofCourt &City Yeomanry)
Signal
Squadron, 71"(City ofLondon) Yeomanry
Signal||
||||||Regiment||
||||||The Band (Inns ofCourt and City Yeomanry),|The|
||||||Royal Yeomanry RAC||
|3rd County ofLondon||Yeomanry|||C (Kent and Sharpshooters
Yeomanry)
Squadron,
The Royal Yeomanry
RAG||
||||||265 (Kent and County ofLondon Yeomanry
(Sharpshooters))
Support Squadron, 71"(City|of|
||||||London) Yeomanry
Signal Regiment||
|Lothians
and Border||Horse|||E(Lothians & Border Yeomanry)
Squadron,||
||||||Scottish and North Irish Yeomanry RAC||
|Lovat Scouts|||||No successor unit||
|Middlesex
Hussars
Cambridge's
Own)|(Duke of
(1"County of||||31(Middlesex
Yeomanry &Princess Louise's
Kensington)
Signal Squadron, 71a (City ofLondon)||
|London Yeomanry)|||||Yeomanry
Signal Regiment||
|Montgomeryshire|Yeomanry||||No successor unit||
|King's Own Royal|Norfolk|||Yeomanry|677 (Suffolk &Norfolk Yeomanry)
Squadron,|6|
||||||Regiment
AAC||
|Northumherland
Hussars|||||D (Northumberland
Hussars)
Squadron,
The||
||||||Queen's Own Yeomanry RAC||
|Northamptonshire|Yeomanry||||No successor unit||
|South Nottinghamshire||Hussars|||No successor unit||
|Queen's
Own Oxfordshire||||Hussars|142(Queen's
Own Oxfordshire
Hussars) Vehicle||
||||||Squadrnn,
16SPnrt Jk Maritime
Regiment RI.C||
|Pembroke (Castlemartin)|||Yeomanry||224 (Pembroke Yeomanry)
Transport
Squadron,||
||||||157(Welsh) Regiment RLC||
|Scottish Horse|||||C (Fife and Forfar Yeomanry/Scottish
Horse)||
||||||Squadron,
Scottish and North Irish Yeomanry|RAC|
|Sherwood Rangers|Yeomanry||||A(Sherwood
Rangers Yeomanry)
Squadron,|The|
||||||Royal Yeomanry
RAC||
|Shropshire
Yeomanry|||||D (Shropshire
Yeomanry)
Squadron,
The Royal||
||||||Yeomanry RAC||
|||Report|and|Accounts 2023||
|---|---|---|---|---|---|
|Former Title||||Successor Unit||
|Somerset Yeomanry||||255 (Somerset Yeomanry)
Tactical Air Control
Party Battery RA, National
Reserve HQ RA||
|North Somerset Yeomanry||||93(North Somerset Yeomanry)
Support
Squadron,||
|||||39+ Signal Regiment
(The Skinners)||
|Staffordshire
Yeomanry
Royal Regt)|(Queen's||Own|B(Staffordshire,
Warwickshire,
and Worcestershire
Yeomanry)
Squadron,
The Royal Yeomanry
RAC||
|Duke of York's Own Loyal Suffolk||||677(Suffolk and Norfolk Yeomanry)
Squadron,|6|
|Hussara||||Regiment
AAC||
|Surrey Yeomanry
(Queen Mary' s
Regiment)||||2 (Surrey Yeomanry) Troop, 579Field Squadron,
101(City ot'London)
Engineer Regiment (EOD)||
|Sussex Yeomanry||||1(Sussex Yeomanry)
Troop, 579Field Squadron,
101(City ofLondon) Engineer Regiment (EOD)||
|Warwickshire
Yeontanry||||B(Staffordshire,
Warwickshire,
and Worcestershire
Yeomanry)
Squadron,
The Royal Yeomanry
RAC||
|||||54 (Queen's
Own Warwickshire
and
Worcestershire)
Support Squadron, 37"Signal||
|||||Regiment||
|Welsh Horse||||No successor unit||
|Westminster
Dragoons (2"s||County of||Ck S(Westminster
Dragoons)
Squadron,
The||
|London Yeomanry)||||Royal Yeomanry RAC||
|Westmorland
and||||No successor unit||
|Cumberland
Yeomanry||||||
|Royal Wiltshire Yeomanry (Prince of||||B(Royal Wiltshire
Yeomanry
(Prince of Wales'|s|
|Wales's Own)||||Own )) Squadron,
The Royal Wessex Yeomanry||
|||||RAC||
|Queen's
Own Worcestershire||Hussars||B(Staffordshire,
Warwickshire,
and Worcestershire||
|||||Yeomanry)
Squadron,
The Royal Yeomanry RAC||
|||||54 (Queen's Own Warwickshire
and
Worcestershire)
Support
Squadron, 37" Signal||
|||||Regiment||
|Yorkshire Hussars (Alexandra,||||A (Yorkshire Yeomanry)
Squadron,
The Queen' s||
|Princess ofWales' Own)||||Own Yeomanry RAC||
|Queen's
Own Yorkshire|Dragoons|||A (Yorkshire Yeomanry)
Squadron,
The Queen' s||
|||||Own Yeomanry RAC||
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