Finance Score: 0

Governance Score: -1

Support Score: 2

No PartB

Mainly male board: -1

Grant maker support: +2

Overall GiG Score: 1

THE ULYSSES TRUST

Fundraising in order to provide financial support to Adventurous Training and challenging activities by members of UK's Military Reserve and Cadet Forces.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
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	Volun- teers
31/12/22	£409	£356	£53	n/a	n/a	n/a	n/a	n/a	40
31/12/21	£172	£125	£47	n/a	n/a	n/a	n/a	n/a	35
31/12/20	£172	£125	£47	n/a	n/a	n/a	n/a	n/a	20
31/12/19	£275	£336	£-61	n/a	n/a	n/a	n/a	n/a	30
31/12/18	£394	£324	£70	£0	£0	£0	n/a	0	26
31/12/17	£863	£286	£576	£84	£598	£293	12.3	2	0

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Highest pay bracket: less than £60,000

Established: 7 years

http://ulyssestrust.co.uk/

honsec@ulyssestrust.co.uk

07415 702685

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Armed Forces/Emergency Service Efficiency
Education/Training

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

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

Who works here?

Unknown number of employees
40 volunteers

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
The Grocers' Charity - 2022-The Ulysses Trust
£5,000	16/12/2021	Towards project costs representing 25% of the cost of supporting a domestic adventure training expedition application for Greater London Cadets.
Dulverton Trust - Cadet and Reserve Forces expeditions
£20,000	15/02/2012	Cadet and Reserve Forces expeditions

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANDREW JAMES GORDON ROBERTSON Appointed: 2018

JAMES RICHARD SWINBURN WILSON Appointed: 2018

LT COLONEL PHILIP NEAME MBE Appointed: 2017

PAUL JOHN EDWARDS MBE Appointed: 2022

ROD STABLES Appointed: 2017

SOPHIE ANNE FERNANDES Appointed: 2017, Other trusteeship: The Portal Trust,

BRIGADIER TIM SEAL TD DL VR Appointed: 2023, Occupation: Coo At Barchester Heathcare, Other trusteeship: BLIND VETERANS UK,

Legal constitution

Charity registered in England & Wales on 07/12/2016, number: 1170600

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Paying staff
Risk management
Volunteer management

Filing Record

6 returns made; all on time

Main office

David Evans &Co Ltd
Stowegate House
Lombard Street
Lichfield
Staffordshire
WS13 6DP

Objectives

FURTHERING THE EFFICIENCY OF THE VOLUNTEER RESERVE FORCES AND THE EDUCATION OF THEIR PERSONNEL;PROMOTING INTEREST AND MORALE IN THE VOLUNTEER RESERVE FORCES AND RECRUITMENT TO THEM; ANDPROMOTING THE EDUCATION OF MEMBERS OF THE CADET FORCES AND ENABLING IN THE INTERESTS OF SOCIAL WELFARE, SUCH PERSONS TO DEVELOP THEIR PHYSICAL, MENTAL AND MORAL CAPABILITIES THAT THEIR CONDITION OF LIFE MAY BE IMPROVED;BY UNDERTAKING EXPEDITIONS FOR THE PURPOSE OF CARRYING OUT RESEARCH IN GEOLOGY GEOPHYSICS GLACIOLOGY METEOROLOGY PHYSIOLOGY ORNITHOLOGY BOTANY NATURAL HISTORY AND KINDRED SCIENCES OR FOR SUCH OTHER PURPOSES THAT FURTHER THE OBJECTS AS THE TRUSTEES MAY DECIDE.SUCH EXPEDITIONS MAY INCLUDE INDIVIDUALS WHO ARE NOT THEMSELVES MEMBERS OF THE VOLUNTEER RESERVE FORCES BUT WHOSE PRESENCE NONETHELESS PROMOTES THE OBJECTS.

Data Sources