## 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||| |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| Charity Accounts templates – Trustees’ annual report for the period October 2016 2 of 9 |||| |---|---|---| |||| |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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 3 of 9 |||| |---|---|---| |||| ||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| Charity Accounts templates – Trustees’ annual report for the period October 2016 4 of 9 |||| |---|---|---| |||| |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 | Larkhill Garrison | SP4 8QT| Names of the charity trustees who manage the charity Charity Accounts templates – Trustees’ annual report for the period October 2016 5 of 9 1 |||||| |---|---|---|---|---| |||||| |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||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| 2 3 4 5 6 Charity Accounts templates – Trustees’ annual report for the period October 2016 6 of 9 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Charity Accounts templates – Trustees’ annual report for the period October 2016 7 of 9 ## 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|||| |||||| |||||| |||||| |||||| |||||| |||||| |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 Charity Accounts templates – Trustees’ annual report for the period October 2016 8 of 9 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 Charity Accounts templates – Trustees’ annual report for the period October 2016 9 of 9 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