for the period
01 Jan 2022
The 1[st] Trust
31 Dec 2022 Charity No 298965
Period start date
Objectives and Activities
| Objectives and Activities | Objectives and Activities | Objectives and Activities | |
|---|---|---|---|
| SORP reference |
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| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To benefit the members of 1stRegiment Royal Horse Artillery |
|
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Anything to improve the welfare of the soldiers. Social events, support for sporting events. |
|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
| Policy on grant making | Para 1.38 | If the Solider pays into the trust then they can receive a grant from the trust |
| Policy on social investment including program related investment |
Para 1.38 | There are fund raising events throughout the year |
| Contribution made by volunteers | Para 1.38 | N/A we have no volunteers |
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| Other | ||
| Achievements and Performance | ||
| SORP reference |
||
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The Trust has been used to fund travel for commonwealth soldiers to return to their homeland to visit family members who are in end of life care. It has also been sued to bring troops back from exercise for similar reasons that are sub threshold for JCCC |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
| Achievements against objectives set | Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 |
|
| Investment performance against objectives |
Para 1.41 | |
| Other |
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| SORP reference |
||
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Investments have gone up so financial position is strong |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Zero reserve held |
| Amount of reserves held | Para 1.22 | 0 |
| Reasons for holding zero reserves | Para 1.22 | We do not want to be restricted if we need access to the money. |
| Details of fund materially in deficit | Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Monthly payments from the troops of 1RHA |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Investments through CCLA |
| A description of the principal risks facing the charity |
Para 1.46 | Investments collapsing would reduce our fund total by 75% |
| Other |
| Description of charity’s trusts: | SORP reference |
|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Charter |
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| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 |
All current or ex serving members of 1RHA |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties | Para 1.51 | |
| Other |
| Charity name | 1stTrust |
| Other name the charity uses | |
| Registered charity number | 298965 |
| Charity’s principal address | Purvis Lines |
Names of the charity trustees who manage the charity
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| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|
| Maj Gen J Bennett | ||||
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Reference and Administrative details
(cont)
Corporate trustees – names of the directors at the date the report was approved
Director name Lt Col J Luck
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year |
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| Funds held as custodian trustees on behalf of others | ||||
| Description of the assets held in this capacity |
Description of the assets held in this capacity
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Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
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J Coxon Signature(s) John Coxon Full name(s) Secretary Position (eg Secretary, Chair, etc)
Date: 04 Jan 2024
Charity Accounts templates – Trustees’ annual report for the period
October 2016