Finance Score: -2

Governance Score: -2

Support Score: 0

Excess reserves: -5
Fundraising costs low: +3

12+ Trustees: -1
Mainly male board: -1

No supporters identified

Overall GiG Score: -4

THE RIFLES REGIMENTAL TRUST

a. To promote the efficiency of the Regiment in such ways as the Trustees many descide: and b. to support such other charitable purpose or purposes of or conected with the Regiment or the forming Regiments including making grants to The Rifles benevolent Trust as the Trustees may from time to time descide.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,608,416 available, equivalent to 124 months of spending and so may not be able to utilise additional funding

Established: 17 years

regimentaltrust@the-rifles.co.uk

01962828530

Charity Commission for England and Wales

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	Volun- teers
31/12/22	£1,103	£446	£658	£16	£6,922	£4,608	124.1	0	1
31/12/21	£633	£427	£206	£16	£6,748	£4,867	136.7	0	2
31/12/20	£315	£333	£-19	n/a	n/a	n/a	n/a	n/a	1
31/12/19	£366	£463	£-97	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£484	£518	£-34	£0	£0	£0	n/a	0	1
31/12/17	£504	£592	£-88	£40	£5,832	£4,040	81.9	2	0
31/12/16	£760	£2,136	£-1,376	£261	£5,629	£3,924	22	0	0
31/12/15	£971	£878	£93	£191	£6,255	£4,683	64	3	0
31/12/14	£902	£870	£31	£156	£6,306	£4,759	65.6	3	0
31/12/13	£935	£884	£51	£177	£6,174	£4,623	62.8	5	0
31/12/12	£1,369	£1,188	£181	£208	£5,406	£4,049	40.9	2	0
31/12/11	£1,446	£1,211	£235	£210	£4,809	£3,575	35.4	1	0
31/12/10	£1,300	£1,027	£273	£185	£4,946	£3,586	41.9	1	0
31/12/09	£877	£505	£372	£161	£5,338	£3,060	72.7	0	0
31/12/08	£456	£503	£-46	£0	£0	£0	n/a	0	0
31/12/07	£5,686	£186	£5,499	£4	£5,495	£3,182	204.8	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.3%
Fundraising Costs/Total Spending: 9.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 19%
Liabilities/Income: 150%
Unrestricted Funds/Total Funds: 67%
Reserves/Spending: 124.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.2

Asset Split ?

Listed activities

Armed Forces/Emergency Service Efficiency
General Charitable Purposes

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 15/16 persons

LIEUTENANT COLONEL PETER JAMES ALEXANDER BALLS OBE Appointed: 2018, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

BRIGADIER MARK WILSON MBE Appointed: 2021, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

CAPTAIN ROBERT JOHN GRIBBLE Appointed: 2022, Other trusteeship: THE RIFLES OFFICERS' FUND,

COLONEL ASHLEY RAYMOND FULFORD OBE Appointed: 2019, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

COLONEL NICHOLAS ILIC MBE QGM Appointed: 2019, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

HENRY CHARLES STEEL Appointed: 2020, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

JEREMY MICHAEL ARCHER MA, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST, THE NOT FORGOTTEN ASSOCIATION (NFA), ROYAL COMMONWEALTH EX-SERVICES LEAGUE, THE DEVONSHIRE AND DORSET REGIMENTAL TRUST, THE DORCHESTER KEEP MILITARY MUSEUM TRUST,

LIEUTENANT COLONEL SIMON DAVID GRAY MBE Appointed: 2011, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

LIEUTENANT GENERAL CHARLES SEYMORE COLLINS DSO OBE Appointed: 2018, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

LIEUTENANT GENERAL TOM RICHARDSON COPINGER-SYMES CBE Appointed: 2019, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

MR OLLIE MARSH, Other trusteeship: THE RIFLES BENEVOLENT TRUST,

MAJOR GENERAL DANIEL REEVE MC Appointed: 2019, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

MAJOR GENERAL THOMAS HOWARD BEWICK OBE Appointed: 2020, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

REBECCA CHARLOTTE MACIEJEWSKA Appointed: 2021, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

SIMON CHARLES HAZLITT (Chair), Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

COLONEL RALPH GRAHAM ARUNDELL Appointed: 2018, Occupation: School Bursar, Other trusteeships: THE RIFLES OFFICERS' FUND, THE RIFLES BENEVOLENT TRUST,

Legal constitution

Charity registered in England & Wales on 03/05/2007, number: 1119061

Gift Aid

Registered with HMRC for Gift Aid

Event History

27/08/2015 - Asset transfer in from THE LIGHT INFANTRY REGIMENTAL CHARITY
22/09/2022 - Asset transfer in from THE RIFLES AND THE ROYAL GLOUCESTERSHIRE, BERKSHIRE AND WILTSHIRE REGIMENTAL TRUST
23/09/2022 - Asset transfer in from THE RIFLES AND THE ROYAL GLOUCESTERSHIRE, BERKSHIRE AND WILTSHIRE REGIMENTAL ASSOCIATION

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

16 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE RIFLES AND THE ROYAL GLOUCESTERSHIRE, BERKSHIRE AND WILTSHIRE REGIMENTAL TRUST on 22/09/2022
Asset transfer in from THE RIFLES AND THE ROYAL GLOUCESTERSHIRE, BERKSHIRE AND WILTSHIRE REGIMENTAL ASSOCIATION on 23/09/2022

Main office

REGIMENTAL HQ THE RIFLES
PENINSULA BARRACKS
ROMSEY ROAD
WINCHESTER
SO23 8TP

Objectives

4. OBJECTS THE OBJECTS OF THE TRUST ARE:(A) TO PROMOTE THE EFFICIENCY OF THE REGIMENT IN SUCH CHARITABLE WAYS AS THE TRUSTEES MAY DECIDE; AND (B) TO SUPPORT SUCH OTHER CHARITABLE PURPOSE OR PURPOSES OF OR CONNECTED WITH THE REGIMENT OR THE FORMING REGIMENTS INCLUDING MAKING GRANTS TO THE RIFLES BENEVOLENT TRUST AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

NOT DEFINED.

Data Sources