Finance Score: -6

Governance Score: 2

Support Score: 0

Spending declining: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: -4

THE QUEEN'S OWN DORSET YEOMANRY AND DORSET GARRISON CHARITY

(1) Promoting the welfare of serving and former territorial soldiers through benevolent grants (2) Educating the public by preserving and displaying artefacts relating to the history of the Yeomanry (3) Promoting the welfare of serving territorial soldiers with sporting and social activities.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/06/23		£3	£3	£1	n/a	n/a	n/a	n/a	n/a
30/06/22		£3	£5	£-2	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£4	£2	£2	n/a	n/a	n/a	n/a	n/a
30/06/20		£5	£3	£1	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£4	£4	£-1	n/a	n/a	n/a	n/a	n/a
30/06/18		£8	£6	£2	£0	£0	£0	n/a	0
30/06/17		£8	£6	£2	£0	£0	£0	n/a	0
30/06/16		£9	£6	£3	£0	£0	£0	n/a	0
30/06/15		£12	£12	£0	£0	£0	£0	n/a	0
30/06/14		£8	£9	£-1	£0	£0	£0	n/a	0
30/06/13		£8	£6	£2	£0	£0	£0	n/a	0
30/06/12		£8	£7	£0	£0	£0	£0	n/a	0
30/06/11		£9	£9	£0	£0	£0	£0	n/a	0
30/06/10		£18	£5	£13	£0	£0	£0	n/a	0
30/06/09		£11	£10	£1	£0	£0	£0	n/a	0
30/06/08	*	£7	£5	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 25 years

simon@simonledger.co.uk

07775 440241

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
Education/Training
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides services

Where it operates

Dorset,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

CAPT THE VISCOUNT FITZHARRIS

CAPTAIN RETIRED ALLAN JAMES WOOD Appointed: 2021

IAN THOMAS GRIFFITHS Appointed: 2021

JUDI ROBERTS Appointed: 2021

LT COL SIMON WALTON LEDGER Appointed: 2021

LIEUTENANT GENERAL ARUNDELL DAVID LEAKEY CMG CBE (Chair) Appointed: 2021, Other trusteeship: ERIC THOMPSON CHARITABLE TRUST FOR ORGANISTS AND ORGAN MUSIC,

MICHAEL ADAMS Appointed: 2021

NIGEL PAUL PLUMB Appointed: 2021

COLIN ALBERT PARR MBE Appointed: 2013, Other trusteeships: THE DORSET YEOMANRY REGIMENTAL ASSOCIATION, THE DORCHESTER KEEP MILITARY MUSEUM TRUST,

Legal constitution

Charity registered in England & Wales on 28/10/1999, number: 1077987

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

16 returns made; AR21: 3 days late, AR19: 5 days late, AR08: 287 days late,

Main office

Ramshill Farm
Manston
STURMINSTER NEWTON
Dorset
DT10 1HD

Objectives

THE TRUSTEES SHALL APPLY THE INCOME AND AT THEIR DISCRETION THE WHOLE OR PART OF THE CAPITAL AND THE PROPERTY OF THE CHARITY IN ALL OF THE FOLLOWING WAYS:-1) SO FAR AS REQUISITE IN OR TOWARDS HOUSING, SAFEKEEPING, DISPLAYING, REPAIRING OR REPLACING THE CHATTELS BELONGING TO THE CHARITY AND THE COSTS OF INSURING THE SAME IN ACCORDANCE WITH TH PROVISIONS HEREINBEFORE CONTAINED.2) IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP, OR DISTRESS, AND WHO ARE MEMBERS OR FORMER MEMBERS OR THE DEPENDANTS OF FORMER MEMBERS OF THE SUCCESSOR UNITS OR FORMER OR SERVING MEMBERS OR THE DEPENDANTS OF FORMER OR SERVING MEMBERS OF ANY REGIMENT OR SUB-UNIT OF THE REGULAR FORCES OR OF THE TERRITORIAL ARMY WHICH SHALL INCORPORATE IN ITS NAME OR DESIGNATION AND SHALL USE THE TITLE QUEEN'S OWN DORSET YEOMANRY OR DORSET YEOMANRY BUT IF THERE SHALL BE NO SUCH REGIMENT OR SUB-UNIT OF ANY REGIMENT OR SUB-UNIT OF THE REGULAR FORCES OR OF THE TERRITORIAL ARMY WHICH IS AT TIME STATIONED AND SERVING WITHIN THE COUNTY OF DORSET.3) IN SUPPORTING OR PROMOTING THE EFFICIENCY OF ANY REGIMENT OR SUB-UNIT OF THE REGULAR FORCES OR OF THE TERRITORIAL ARMY WHICH SHALL INCORPORATE IN ITS NAME AND USE THE TITLE QUEEN'S OWN DORSET YEOMANRY' OR DORSET YEOMANRY BUT IF THERE SHALL BE NO SUCH REGIMENT OR SUB-UNIT THEN OF ANY REGIMENT OR SUB-UNIT OF THE REGULAR FORCES OF THE TERRITORIAL ARMY, THE CADET FORCE OR THE COMBINED CADET FORCE WHICH IS AT ANY TIME STATIONED AND SERVING WITHIN THE COUNTY OF DORSET.4) IN MAKING GRANTS TO SUCH CHARITIES CONNECTED WITH THE ARMED FORCES OF THE CROWN AS THE TRUSTEES FROM TIME TO TIME THINK FIT.5) IN PURCHASING ARTEFACTS AND DOCUMENTS WHICH ENHANCE THE HISTORY OF THE QUEEN'S OWN DORSET YEOMANRY.

Defined Area of Benefit:

NATIONAL

Data Sources