THE CHARLES BENJAMIN WILSON BEQUEST
The relief of persons who are in need, hardship or distress, in the following order of priority: former officers of the regiment or of the former regiments, or their dependants, members or former members of the regiment or of the former regiments, or their dependants. Grants are made to deserving families and widows. Grants are also made to individuals and institutions.
Objects
1) THE OBJECTS OF THE CHARITY IS RELIEF OF PERSONS WHO ARE:A) IN NEED, HARDSHIP OR DISTRESS; ANDB) IN THE FOLLOWING ORDER OF PRIORITY:I) FORMER OFFICERS OF THE REGIMENT OR OF THE FORMER REGIMENTS, OR THEIR DEPENDANTS;II) MEMBERS OR FORMER MEMBERS OF THE REGIMENT OR OF THE FORMER REGIMENTS, OR THEIR DEPENDANTS.2) THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY:A) MAKING GRANTS OR LOANS OF MONEY TO THEM; ORB) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; ORC) 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 charity holds unrestricted reserves of £1,116,732, derived primarily from investment income and gains. Expenditure on charitable activities totaled £26,781, funded by investment income of £26,880 and net investment gains of £24,203. The accounts were examined by an independent examiner who reported no material issues.
What the accounts disclose
“The income of the fund is obtained mainly from dividends on investments.” — page 3
Policies the charity declares
- Complaints policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
Trustees
- CAPTAIN SIMON RICHARD BECKFORD MERTONchair
- Brigadier James Nicholas Niven Orr
- CAPTAIN EDWARD HALL
- Capt Robin Barclay
- Capt William Bancroft
- David Trevor Martin Welford MBE
- Godfrey Tilney MBE
- PIERS JAMES LAWSON
- PROFESSOR GARETH EVANS MD FRCP
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £27k | £27k |
| 31/03/2024 | £28k | £31k |
| 31/03/2023 | £27k | £21k |
| 31/03/2022 | £24k | £18k |
| 31/03/2021 | £21k | £19k |
Common questions
Is THE CHARLES BENJAMIN WILSON BEQUEST financially healthy?
Per its FY2025 accounts: The charity holds unrestricted reserves of £1,116,732, derived primarily from investment income and gains. Expenditure on charitable activities totaled £26,781, funded by investment income of £26,880 and net investment gains of £24,203. The accounts were examined by an independent examiner who reported no material issues. Its FY2025 accounts were independently examined.