Finance Score: -2

Governance Score: -1

Support Score: 0

Multiple Deficits: -2
No PartB

Mainly male board: -1

No supporters identified

Overall GiG Score: -3

YEOMANRY BENEVOLENT FUND

To provide financial welfare assistance to those who have served in Yeomanry Regiments and their dependants who are experiencing hardship.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period

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
On several occasions in recent years income has been 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	Volun- teers
31/05/23	£32	£44	£-12	n/a	n/a	n/a	n/a	n/a	0
31/05/22	£30	£36	£-6	n/a	n/a	n/a	n/a	n/a	0
31/05/21	£29	£28	£1	n/a	n/a	n/a	n/a	n/a	0
31/05/20	£32	£31	£1	n/a	n/a	n/a	n/a	n/a	1
31/05/19	£32	£36	£-5	n/a	n/a	n/a	n/a	n/a	0
31/05/18	£133	£29	£104	£0	£0	£0	n/a	0	0
31/05/17	£29	£25	£4	£0	£0	£0	n/a	0	0
31/05/16	£29	£23	£7	£0	£0	£0	n/a	0	0
31/05/15	£33	£19	£14	£0	£0	£0	n/a	0	0
31/05/14	£68	£19	£48	£0	£0	£0	n/a	0	0
31/05/13	£30	£22	£7	£0	£0	£0	n/a	0	0
31/05/12	£27	£22	£5	£0	£0	£0	n/a	0	0
31/05/11	£24	£19	£5	£0	£0	£0	n/a	0	0
31/05/10	£25	£16	£8	£0	£0	£0	n/a	0	0
31/05/09	£30	£18	£11	£0	£0	£0	n/a	0	0
31/05/08	£36	£20	£15	£0	£0	£0	n/a	0	0
31/05/07	£24	£24	£0	£0	£0	£0	n/a	0	0
31/05/06	£25	£16	£9	£0	£0	£0	n/a	0	0
31/05/05	£23	£23	£-1	£0	£0	£0	n/a	0	0
31/05/04	£25	£18	£7	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 55 years

chwinkley@icloud.com

01993878516

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Northern Ireland, Scotland,

Who it helps

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

Based on 9/10 persons

ALEXANDER JOHN MALLIN Appointed: 2019

ALEXANDRA GAIL MILNE MBE Appointed: 2019

KEITH JAMES DURWARD Appointed: 2018

MR CW ELWELL (Chair)

MAJOR GENERAL SIMON BROOKS-WARD CVO CBE TD Appointed: 2023

RUTHVEN AUSTEN BURDON-COOPER Appointed: 2013

THE LORD RUPERT CHARLES DE MAULEY TD Appointed: 2011, Other trusteeships: THE HORSE TRUST, WAR MEMORIALS TRUST, WAR MEMORIALS TRUST,

TOBY GADDUM TD Appointed: 2021

BRIGADIER HUGH JOHN ROBERTSON QVRM TD, Other trusteeship: THE YEOMANRY TRUST,

COLONEL OLIVER JOHN HARBEN CHAMBERLAIN QVRM TD DL Appointed: 2013, Other trusteeships: THE HARBEN ARMOURY FUND, THE DORSET ARMY CADET LEAGUE, THE COUNCIL OF MILTON ABBEY SCHOOL LTD,

Legal constitution

Charity registered in England & Wales on 14/07/1969, number: 259125

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

10 Stone Buildings
Lincoln's Inn
LONDON
WC2 3TG

Objectives

ASSISTING ANY BENEFICIARY EITHER BY WAY OF DIRECT MONEY OR BY THE PROVISION OF FOOD, CLOTHING OR OTHER NECESSARIES, (FOR FURTHER DETAILS, SEE CLAUSE 4 OF THE DECLARATION OF TRUST).

Data Sources