Finance Score: -2

Governance Score: -5

Support Score: 0

Multiple Deficits: -2
No PartB

No volunteer policy: -2
Static board: -3

Large volunteers +5

Overall GiG Score: -2

THE DEVONSHIRE AND DORSET REGIMENTAL TRUST

Maintaining contact between members of the Devonshire and Dorset Regiment and its predecessors. Providing opportunities for serving and former members to mix together. Fostering esprit de corps, comradeship and the welfare of members. Preserving the traditions and heritage of the Regiment and its predecessors. Providing for the general benefit of bodies connected to the Regiment.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board composition appears to be rather static

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	Spending	Surplus/ Deficit
31/12/23	£23	£55	£-32
31/12/22	£23	£62	£-39
31/12/21	£17	£51	£-34
31/12/20	£25	£46	£-22
31/12/19	£92	£63	£29

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

www.devondorsetregiment.co.uk

danddsec@hotmail.com

01392492435

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
Arts/Culture/Heritage/Science
Disability
The Prevention Or Relief Of Poverty

GiG Classification

Museums, parks, historical sites

How it operates

Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

ALAN KAZYMIERG HINCKE Appointed: 2019

BRIGADIER SIMON DOUGLAS YOUNG CBE DL (Chair) Appointed: 2019

BRIGADIER RICHARD H D TOOMEY CBE DL Appointed: 2019

CAPTAIN MICHAEL HAROLD JARRETT MSM Appointed: 2019

COLONEL CHRISTOPHER JAMES BEATTIE Appointed: 2019

JEREMY MICHAEL ARCHER MA Appointed: 2019

LIEUTENANT COLONEL GEOFFREY STEVEN NICHOLLS Appointed: 2019

LIEUTENANT GENERAL ALEXANDER JAMES SANSON STORRIE CB CBE Appointed: 2019

WILLIAM MICHAEL SHARPE MBE Appointed: 2019

Legal constitution

Charity registered in England & Wales on 20/06/2019, number: 1183992

Gift Aid

Registered with HMRC for Gift Aid

Event History

15/01/2020 - Asset transfer in from THE DEVONSHIRE AND DORSET REGIMENTAL CHARITY
15/01/2020 - Asset transfer in from THE DEVONSHIRE AND DORSET REGIMENTAL ASSOCIATION CHARITY

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

5 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE DEVONSHIRE AND DORSET REGIMENTAL CHARITY on 15/01/2020
Asset transfer in from THE DEVONSHIRE AND DORSET REGIMENTAL ASSOCIATION CHARITY on 15/01/2020

Main office

THE RIFLES EXETER OFFICE
BLOCK 11
WYVERN BARRACKS
BARRACK ROAD
EXETER
EX2 6AR

Objectives

(1) THE OBJECTS OF THE CIO ARE TO PROMOTE THE EFFICIENCY OF THE ARMY FOR THE PUBLIC BENEFIT, IN PARTICULAR BUT NOT EXCLUSIVELY BY:(A) MAINTAINING CONTACT BETWEEN PAST AND PRESENT MEMBERS OF THE DEVONSHIRE AND DORSET REGIMENT (AND ANY SUCCESSOR REGIMENT OR UNIT, INCLUDING THE RIFLES) (THE REGIMENT) AND THE FORMER REGIMENTS THE DEVONSHIRE REGIMENT, THE DORSET REGIMENT AND AFFILIATED RESERVE AND CADETS UNITS (THE FORMER REGIMENTS), FOSTERING MUTUAL FRIENDSHIP BETWEEN THEM, AND PROVIDING OPPORTUNITIES TO ENABLE SERVING AND FORMER MEMBERS TO MIX TOGETHER;(B) FOSTERING ESPRIT DE CORPS, COMRADESHIP, AND THE WELFARE OF THE REGIMENT AND ITS MEMBERS;(C) PRESERVING THE TRADITIONS AND HERITAGE OF THE REGIMENT AND FORMER REGIMENTS, IN PARTICULAR BY:(I) PROVIDING FOR THE UPKEEP AND MAINTENANCE OF MUSEUMS ASSOCIATED WITH THE REGIMENT OR THE FORMER REGIMENTS AND THEIR CONTENTS AND FOR THE ACQUISITION OF NEW EXHIBITS RELATING TO THE REGIMENT OR FORMER REGIMENTS FOR PUBLIC DISPLAY AT SUCH MUSEUMS; AND(II) PROVIDING FOR THE PRESERVATION AND MAINTENANCE OF MEMORIALS, WHEREVER THEY MAY BE, AND CHAPELS IN PUBLIC PLACES OF WORSHIP ASSOCIATED WITH THE REGIMENT OR ANY OF THE FORMER REGIMENTS; (D) PROVIDING FOR THE GENERAL BENEFIT OF BODIES CONNECTED TO THE REGIMENT OR THE FORMER REGIMENTS; AND(E) PROVIDING RELIEF TO PAST AND PRESENT MEMBERS OF THE REGIMENT OR THE FORMER REGIMENTS AND THEIR DEPENDANTS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.

Data Sources

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