YEOMANRY BENEVOLENT FUND

Registered charity 259125 · accounts filings on the Charity Commission register

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

Objects

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).

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Prevention Or Relief Of Poverty · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity holds total net assets of £1,070,811, comprising an endowment fund of £862,204 and unrestricted funds of £208,607. The trustees have determined that minimum reserves of approximately £50,000 should be held in the Unrestricted Fund, a level significantly exceeded by the current balance. The charity reported a net movement in funds of £2,682 for the year, driven by investment gains, while charitable spending totaled £38,014.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Trustee expenses policy and procedures

Trustees · trustee networks

• Simon Walkerchair
• Alexander John Mallin
• Alexandra Gail Milne · trustee of 1 other charity
• Brigadier HUGH JOHN ROBERTSON QVRM TD · trustee of 1 other charity
• Keith James Durward FCA · trustee of 1 other charity
• MR CW ELWELL
• Major General Simon Howe Brooks-Ward CVO CBE TD
• Patrick Long · trustee of 1 other charity
• RUTHVEN AUSTEN BURDON-COOPER
• Toby Henry Mcintosh Gaddum TD

Trustee list from the Charity Commission register (current, not historical).

Operates in: Northern Ireland · Scotland

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE QUEEN'S OWN YEOMANRY REGIMENTAL ASSOCIATION.

• THE QUEEN'S OWN YEOMANRY REGIMENTAL ASSOCIATION income £29k
• CHARITY FOR THE BENEFIT OF THE SHERWOOD RANGERS YEOMANRY income £14k
• THE ROYAL HAMPSHIRE REGIMENT WELFARE FUND income £61k
• Army Benevolent Fund income £13.7m
• THE ROYAL YORKSHIRE REGIMENT BENEVOLENT TRUST income £184k
• RJM CHARITY TRUST income £364k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.