Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

Mainly male board: -1

No supporters identified

Overall GiG Score: -1

THE MERCIAN REGIMENT BENEVOLENT CHARITY

THE CHARITY PROVIDES RELIEF EITHER GENERALLY OR INDIVIDUALLY TO PAST AND PRESENT MEMBERS OF THE REGIMENT OR FORMER REGIMENTS AND THE DEPENDENTS OF SUCH PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES TO REDUCE THE NEED, HARDSHIP OR STRESS OF SUCH PERSONS.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23	£123	£96	£27	n/a	n/a	n/a	n/a	n/a
31/03/22	£131	£81	£50	n/a	n/a	n/a	n/a	n/a
31/03/21	£122	£73	£49	n/a	n/a	n/a	n/a	n/a
31/03/20	£132	£98	£34	n/a	n/a	n/a	n/a	n/a
31/03/19	£154	£96	£58	n/a	n/a	n/a	n/a	n/a
31/03/18	£128	£93	£35	£0	£0	£0	n/a	0
31/03/17	£172	£125	£47	£0	£0	£0	n/a	0
31/03/16	£145	£97	£48	£0	£0	£0	n/a	0
31/03/15	£190	£106	£84	£0	£0	£0	n/a	0
31/03/14	£126	£81	£46	£0	£0	£0	n/a	0
31/03/13	£110	£96	£14	£0	£0	£0	n/a	0
31/03/12	£228	£80	£148	£0	£0	£0	n/a	0
31/03/11	£112	£65	£47	£0	£0	£0	n/a	0
31/03/10	£86	£76	£10	£0	£0	£0	n/a	0
31/03/09	£73	£73	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 16 years

pamela.mear703@mod.gov.uk

01543434353

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

BRIG PHILIP KIMBER OBE Appointed: 2017, Other trusteeship: THE MERCIAN REGIMENTAL CHARITY,

BRIG CHARLES GINN CBE Appointed: 2022, Other trusteeship: THE MERCIAN REGIMENTAL CHARITY,

BRIG SIMON BANTON OBE Appointed: 2017, Other trusteeships: THE STAFFORDSHIRE REGIMENT MUSEUM TRUST, THE MERCIAN REGIMENTAL CHARITY,

COL ADRIAN WALTON MBE, Other trusteeships: THE STAFFORDSHIRE REGIMENT (THE PRINCE OF WALES'S) REGIMENTAL CHARITY, THE STAFFORDSHIRE REGIMENT MUSEUM TRUST, THE MERCIAN REGIMENTAL CHARITY,

LT COL CHARLES WHITTING Appointed: 2023, Other trusteeship: THE MERCIAN REGIMENTAL CHARITY,

LT COL GRANT BROWN Appointed: 2023, Other trusteeship: THE MERCIAN REGIMENTAL CHARITY,

LT COL NEIL MACKINTOSH Appointed: 2011, Other trusteeships: THE MERCIAN REGIMENTAL CHARITY, THE BRYNTAIL COTTAGE CHARITY,

LT GEN IAN CAVE CB (Chair) Appointed: 2013, Other trusteeship: THE MERCIAN REGIMENTAL CHARITY,

MARK ELLIOTT Appointed: 2013, Other trusteeships: BOWYERS CHARITABLE TRUST, THE MERCIAN REGIMENTAL CHARITY,

MARK JACKSON OBE, Other trusteeships: MERCIAN REGIMENT MUSEUM (WORCESTERSHIRE), WORCESTERSHIRE COMMUNITY FOUNDATION LIMITED, THE MERCIAN REGIMENTAL CHARITY,

Legal constitution

Charity registered in England & Wales on 24/07/2008, number: 1125179

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

15 returns made; all on time

Main office

Regimental Headquarters
The Mercian Regiment
Whittington Barracks
Lichfield
WS14 9TJ

Objectives

TO PROVIDE RELIEF EITHER GENERALLY OR INDIVIDUALLY TO PAST AND PRESENT MEMBERS OF THE REGIMENT OR FORMER REGIMENTS AND THE DEPENDANTS OF SUCH PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS.

Defined Area of Benefit:

NOT DEFINED

Data Sources