Finance Score: -8

Governance Score: 0

Support Score: 3

Low unrestricted reserves: -2
Reasonable growth: +1
Deficit latest year: -2
Fundraising costs high: -5

12+ Trustees: -1
Narrow trustee age band: -2
Dynamic board: +3

Grant maker support: +3

Overall GiG Score: -5

SANDHURST TRUST

Leadership lectures, mainly at The Royal Military Academy Sandhurst (RMAS) to introduce alternative and complimentary perspectives on leadership, and provide opportunities for interaction between its alumni and wider society. Reunion events to develop esprit de corps. Conferences and occasional papers to enhance academic standing. Charitable disbursement within RMAS and through partner charities.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12
The Board has little diversity in terms of age

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
Income was lower than spending in the latest year
Fundraising costs are extremely high relative to funds raised

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		£984	£1,097	£-113	£771	£112	£112	1.2	7	0
31/12/21		£579	£504	£75	£307	£225	£225	5.3	6	0
31/12/20	*	£393	£347	£46	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£941	£952	£-11	£952	£104	£104	1.3	6	10
31/12/18		£731	£781	£-50	£0	£115	£115	1.8	8	12
31/12/17		£374	£389	£-15	£0	£0	£0	n/a	0	0
31/12/16		£374	£389	£-15	£0	£0	£0	n/a	0	0
31/12/15		£344	£282	£62	£0	£0	£0	n/a	0	0
31/12/14		£241	£202	£39	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 289.1%
Fundraising Costs/Total Spending: 70.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 71%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.5

Asset Split ?

Established: 11 years

www.sandhursttrust.org

director@sandhursttrust.org

01276412838

Charity Commission for England and Wales

Tweets

Listed activities

Armed Forces/Emergency Service Efficiency
Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides services

Where it operates

Surrey,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who works here?

7 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000	12/02/2021	The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees:

BRIG RETD IAN NOEL ANTONY THOMAS OBE Appointed: 2019

ANDREW MARTIN SKILTON Appointed: 2022, Occupation: Accountant

COLONEL THOMAS MICHAEL PARSONS MBE Appointed: 2024

LT GEN SIR SIMON VINCENT MAYALL KBE CB Appointed: 2019

MAJOR GENERAL DAVID JOHN RUTHERFORD-JONES CB Appointed: 2024

JULIE ANNE DAWN JAMES Appointed: 2013, Occupation: Managing Director

LT COL STEPHEN WYATT BARTLETT Appointed: 2014, Occupation: Farmer And Army Reserves Officer, Other trusteeship: YEOVIL ARCHAEOLOGICAL AND LOCAL HISTORY SOCIETY,

MAJ GEN ZACHARY RAYMOND STENNING OBE Appointed: 2022, Other trusteeship: THE RAVC WELFARE & BENEVOLENT FUND,

RICHARD CHARLES ROBERT ANDERSON Appointed: 2013, Occupation: Managing Director, Other trusteeship: DR ELLERTON'S CHARITY,

ROHIT TANNA Appointed: 2021, Occupation: Retired, Other trusteeships: DR ELLERTON'S CHARITY, ROTARY CLUB OF PANGBOURNE CHARITABLE TRUST,

TIM SHERWOOD Appointed: 2013, Occupation: Company Director

PATRICK ROBERT JOHN SMITH Appointed: 2018, Occupation: Director, Other trusteeship: THE SANATA CHARITABLE TRUST,

SEAN EDWARD TAYLOR Appointed: 2013, Occupation: Wealth Director/Banker, Other trusteeships: THE BROKERAGE CITYLINK, GIVE US TIME,

WILLIAM GORNALL-KING Appointed: 2014, Occupation: Solicitor, Other trusteeship: READING FOUNDATION FOR ART,

Legal constitution

Charitable company registered in England & Wales on 05/11/2013, number: 1154476
Registered at Companies House on 07/10/2013, number: 08722309

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

9 returns made; AR20: 11 days late,

Main office

THE ROYAL MILITARY ACADEMY
SANDHURST
HAIG ROAD
CAMBERLEY
SURREY
GU154PQ

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED (THE OBJECTS) ARE RESTRICTED TO:1) PROMOTING THE EFFICIENCY OF THE ARMED FORCES OF THE CROWN, AND IN PARTICULAR THE ACADEMY BY:1.1) FOSTERING ESPRIT DE CORPS AND COMRADESHIP BY SUCH MEANS AS MAY BE CHARITABLE INCLUDING PROVIDING ACTIVITIES AND OPPORTUNITIES FOR CADETS TO MEET WITH ALUMNI OF THE ACADEMY;1.2) PRESERVING THE TRADITIONS OF THE ACADEMY;1.3) THE PROVISION AND SUPPORT OF FACILITIES AND ACTIVITIES FOR THE EFFICIENCY AND WELL-BEING OF CADETS AND OTHER SERVICE PERSONNEL AT THE ACADEMY; AND1.4) SUCH OTHER CHARITABLE MEANS AS THE TRUSTEES FROM TIME TO TIME THINK FIT; AND2) ADVANCING THE EDUCATION OF SERVING MEMBERS OF THE ARMED FORCES AND OF THE GENERAL PUBLIC IN THE FIELDS OF LEADERSHIP AND MANAGEMENT AND THE TRAINING OF EFFECTIVE MANAGERS AND LEADERS IN CIVIL AND MILITARY LIFE.

Data Sources