THE ROYAL YORKSHIRE REGIMENT BENEVOLENT TRUST
The object of the Charity is to support the relief of such persons in need by virtue of sickness, poor health or financial hardship who are serving or have served in the Regiment or the Former Regiments or the Former Disbanded Regiment or the children or dependants (whether or not remarried) of such persons (whether alive or dead) by; making grants of money to them; or providing services.
Objects
TO SUPPORT THE RELIEF OF SUCH PERSONS IN NEED BY VIRTUE OF SICKNESS, POOR HEALTH OR FINANCIAL HARDSHIP WHO ARE SERVING OR HAVE SERVED IN THE REGIMENT OR THE FORMER REGIMENTS OR THE FORMER DISBANDED REGIMENT OR THE CHILDREN OR DEPENDANTS (WHETHER OR NOT REMARRIED) OF SUCH PERSONS (WHETHER ALIVE OR DEAD) BY;(3.1) MAKING GRANTS OF MONEY TO THEM; OR(3.2 ) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR (3.3) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE IN NEED.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted free reserves of £1,839,999, which is above its stated policy target of £1,100,000. The filing notes that the charity generated a surplus of income over expenditure of £71,915 and has sufficient cash flow to meet benevolence obligations.
What the accounts disclose
“Soldiers Days Pay Scheme 60,157”
“The Trustees consider that a level of free reserves of £1,100,000 is sufficient to achieve this.” — page 5
“At the year end £4,936 (2024: £5,047) due from The Yorkshire Regiment Charitable Trust, which is an associated charity with the same trustees.” — page 22
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- 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
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Grant-making is its main activity
Trustees
- Maj Gen Zac Stenning OBEchair
- COLONEL NIGEL RHODES
- Col Charles Le Brun
- David James Jonathon Kirk
- Lt Col David Rhodes
- Paul Raymond Fox
- Robin Douglas
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £184k | £113k |
| 31/03/2024 | £128k | £126k |
| 31/03/2023 | £111k | £113k |
| 31/03/2022 | £110k | £91k |
| 31/03/2021 | £117k | £94k |
Common questions
Is THE ROYAL YORKSHIRE REGIMENT BENEVOLENT TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted free reserves of £1,839,999, which is above its stated policy target of £1,100,000. The filing notes that the charity generated a surplus of income over expenditure of £71,915 and has sufficient cash flow to meet benevolence obligations. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ARMED FORCES COVENANT FUND | 1 | £98k |
| THE SUNRISE (SIDMOUTH) CHARITABLE TRUST | 1 | £11k |
| CORDWAINERS CHARITABLE TRUST | 1 | £8k |
Charities like this
- THE ROYAL YORKSHIRE REGIMENT CHARITABLE TRUST
- THE ROYAL ANGLIAN REGIMENT CHARITY
- THE ROYAL IRISH REGIMENT CHARITY
- THE ROYAL REGIMENT OF FUSILIERS AID SOCIETY
- PRINCESS OF WALES'S ROYAL REGIMENT (QUEEN'S AND ROYAL HAMPSHIRES) BENEVOLENT FUND
- THE RIFLES BENEVOLENT TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROYAL YORKSHIRE REGIMENT BENEVOLENT TRUST | £184k | — | 0 | unclear | — | no doubt |
| THE ROYAL YORKSHIRE REGIMENT CHARITABLE TRUST | £235k | — | 0 | above | — | no doubt |
| THE ROYAL ANGLIAN REGIMENT CHARITY | £556k | — | 0 | above | — | no doubt |
| THE ROYAL IRISH REGIMENT CHARITY | £495k | — | 0 | below | 0.9% | no doubt |
| THE ROYAL REGIMENT OF FUSILIERS AID SOCIETY | £311k | — | — | above | — | no doubt |
| PRINCESS OF WALES'S ROYAL REGIMENT (QUEEN'S AND ROYAL HAMPSHIRES) BENEVOLENT FUND | £377k | — | 0 | above | — | no doubt |