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2023-12-31-accounts

THE ROYAL AIR SQUADRON CHARITY

Registered Charity No 306024

REPORT OF THE TRUSTEES FOR 2023

Building up the Charity’s level of operations after the pandemic and reassessment of priorities showed good progress. ‘Spirit of Aviation’ had a promising year with the level of operations increasing by two and a half times to £13.9k. Notable progress was also made in supporting the RAF FCA Aerobatic competition and the British Gliding Association, but was slower in other areas such as the British Microlight Association and Military Sport Para.

Income: Bursaries are supported by donations and investment income. Donations during 2023 totalled £55k, a substantial increase over the prior year’s total of £12k, as a result of two large one-off donations from members of the Royal Air Squadron. Investment income in 2023, including interest, amounted to £36k compared to £31k in the prior year despite volatile market conditions during the year.

Disbursements: The amount spent on scholarships, charitable grants and other sponsorships increased very satisfactorily from £14.3k to £27.8k representing a further recovery in activity after the Covid pandemic.

Expenses: Expenses for the year were stable at £15.6k compared to £16.0k in the prior year. The main administrative expenses continued to be Cazenove Capital management fees and staffing costs for the part time manager of the ‘Spirit of Aviation’ initiative.

Investment Portfolio: The Charity’s investment portfolio was valued at the end of 2023 at £1.23m, slightly increased from £1.13m at the end of the prior year.

JE 31/8/2024

Royal Air Squadron Charity FINAL

Statement of Financial Activities for the year ended 31 December 2023

Incoming Resources
Voluntary Income: Donations
12,150
Investment Income
30,415
Interest received
315
Sub-total Incoming Resources

42,830
CAPITAL SALES
Share sales
436,696
208,222
Total Incoming Resources
251,052
Resources Expended
FLYING SCHOLARSHIPS / SUPPORT
John Cunningham fying scholarships
5,287
John Houlder Flying Scholarship
500
RAFFCA Aerobatic competition
-
Army Parachute Association
1,000
Oxfordshire Sport Flying
1,920
British Gliding Association
-
Sir John Thomson ‘Spirit of Aviation’

Pilot Engineering scholarships with UoH
-
FAAOA gliding
FAAOA NCO tug pilot rating
-

14,314
OTHER SPONSORSHIPS
Ukraine Air Cadet exchange
-
DH Memorial Lecture
2023
2022
£
£
55,450
29,648
6,552

91,650
528,346
1,425
-
5,000
500
-
7,000
13,873 5,607
-
-
-
-
27,798
-
-
-
Sub-total Charitable Activities 27,798 27,798
14,314
EXPENSES
Management fees – Cazenove Capital Management 8,010
8,680
JC Medals and awards – Bentley Priory -
-
Stationery, gifts etc 43
50
Expenses of administration 7,183
6,750
Trustee Indemnity Insurance 355
506
Sub-total Expenses 15,591
15,986
CAPITAL PURCHASES
Share Purchases 423,780
219,413
Total Resources Expended 467,169
249,713
Net Incoming / (Outgoing) Resources c/fwd
61,177
1,339
Royal Air Squadron Charity
Statement of Financial Activities for the year ended 31
December 2023
2023 2022
£ £
Net Incoming / (Outgoing) Resources b/fwd 61,177
1,339
Other recognised gains / (losses)
Gain / (loss) on revaluation of investments
42,267
(96,020)
Net movement in funds
103,444
(94,681)
Reconciliation of Funds
Total funds brought forward 1,128,977 1,223,658
Total funds carried forward 1,232,421
1,128,977

The Geoffrey de Havilland Flying Foundation Balance Sheet as at 31 December 2023

----- Start of picture text -----
2023 2022
£ £ £ £
Fixed Assets
Investments 1,110,324
1,128,973
1,110,324 1,128,973
Current Assets
Cash at bank 122,097 4
122,097 4
Net Current Assets 122,097
4
Net Assets 1,232,421 1,128,977
REPRESENTING
Reserves 1,232,421
1,128,977
----- End of picture text -----

The accounts have been prepared on a Receipts and Payments basis.

Analysis of 2023 Donations

Donor Amount Preferred purpose £ Philip Meeson 10,000 Spirit of Aviation Richard Hubbard 300 General Gilbert Greenall 1,000 General Peter and Polly Vacher 34,000 Spirit of Aviation Roddy Blois’ estate 10,000 General CAF 23 (unidentified) 150 General Total 55,450 Analysis of Reserves

General Reserves 2023 2022

£ £ Balance brought forward, 1 Jan 1,128,977 1,223,658 Incoming less expended resources 61,177 1,339 Revaluation of portfolio at year end 42,267 (96,020) Balance carried forward, 31 Dec 1,232,421 1,128,977

ROYAL AIR SQUADRON CHARITY Spirit of Aviation ‘nominated donations’

Year SoA nominated SoA operational SoA staff and SoA surplus donations expenditure volunteers nominated donations

at year end

2019 11,000 2,438 Nil 29,451 2020 10,000 2,048 Nil 37,403 2021 11,100 5,836 5,267 37,400 2022 10,000 5,607 6,750 35,043 2023 44,000 13,873 7,183 57,987

JJVE 26/8/2024

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of The Royal Air Squadron Charity On accounts for the year 31st December 2023 Charity no 306024 ended (if any) Set out on pages 1-3 ~~Ps~~ (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2023.

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation of basis of report the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * Please delete the words in the brackets if they do not apply.

Date: 1st Sep 2024

Signed: Name: Alexander Anthony Haig-Thomas Relevant professional qualification(s) or body

1

October 2018

IER

(if any): Address: Barton Manor, Barton Estate, Whippingham, Isle of Wight PO32 6LB Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

2

October 2018

IER

IER October 2018