HOPLITE FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 13 October 2006
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £588,121
Latest expenditure: £353,999
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: MAIL POINT 600, CREDENHILL, HEREFORD, HR4 7DD

Website recorded by the regulator: https://donate.giveasyoulive.com/charity/hoplite-fund (displayed as text)

02 Activities

What the charity does

The Hoplite Fund assists serving members, their families and veterans of the Regiment. The object is to provide the support, facilities, and activities to enhance the health, well being and welfare needs of our people. This includes facilitating respite breaks, enabling counselling services and routinely endorsing one-off grants to meet immediate needs in times of personal crisis.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 14 January 2026
Date Accounts Received: 14 January 2026
Total Gross Income: £588,121
Total Gross Expenditure: £353,999

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 18 November 2024
Date Accounts Received: 18 November 2024
Total Gross Income: £444,415
Total Gross Expenditure: £576,408

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 19 December 2023
Date Accounts Received: 19 December 2023
Total Gross Income: £400,268
Total Gross Expenditure: £318,090

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 12 January 2023
Date Accounts Received: 12 January 2023
Total Gross Income: £355,488
Total Gross Expenditure: £75,138

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 20 January 2022
Date Accounts Received: 20 January 2022
Total Gross Income: £122,970
Total Gross Expenditure: £245,434

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 14 January 2026
Total Gross Income: £588,121
Total Gross Expenditure: £353,999
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 8

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 18 November 2024
Total Gross Income: £444,415
Total Gross Expenditure: £576,408
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 19 December 2023
Total Gross Income: £400,268
Total Gross Expenditure: £318,090
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 12 January 2023
Total Gross Income: £355,488
Total Gross Expenditure: £75,138
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 20 January 2022
Total Gross Income: £122,970
Total Gross Expenditure: £245,434
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 20

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 14 January 2026
Income Donations And Legacies: 21332
Income Other Trading Activities: 0
Income Charitable Activities: 473041
Income Investments: 93548
Income Other: 200
Income Total Income And Endowments: 588121
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £158,248
Expenditure Charitable Expenditure: £195,751
Expenditure Other: 0
Expenditure Total: 353999
Expenditure Investment Management: 44323
Expenditure Grants Institution: 0
Expenditure Governance: 1428
Expenditure Support Costs: 115352
Expenditure Depreciation: 0
Gain Loss Investment: 50735
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £421,171
Assets Total Fixed: 639677
Assets Own Use: 0
Assets Long Term Investment: 639677
Defined Benefit Pension Scheme: 0
Assets Other Assets: £723,744
Assets Total Liabilities: £1,060
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,362,361
Creditors One Year Total Current: 1060
Creditors Falling Due After One Year: 0
Assets Cash: £723,744
Funds Endowment: 0
Funds Unrestricted: 1353122
Funds Restricted: 9239
Funds Total: 1362361
Count Employees: 1
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 114
Classification Type: What
Classification Description: Armed Forces/emergency Service Efficiency

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

08 Official extract

Charity Event History

Charity Name: HOPLITE FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2006-10-13T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED AS AMENDED BY SCHEME DATED 21/12/2011 as amended on 04 May 2023 as amended on 01 Aug 2025
Charitable Objects: 1. THE PROMOTION OF EFFICIENCY OF THE ARMED FORCES OF THE CROWN BY THE PROVISION AND SUPPORT OF FACILITIES AND ACTIVITIES FOR THE EFFICIENCY, WELFARE AND WELL-BEING OF REGIMENTAL PERSONNEL2. FOR OTHER CHARITABLE PURPOSES CONNECTED WITH REGIMENTAL PERSONNEL OR EX-PERSONNEL OR THEIR DEPENDENTS WHO ARE DEEMED BY THE TRUSTEES TO BE IN CHARITABLE NEED. ?REGIMENTAL PERSONNEL? MEANS MEMBERS OF ALL RANKS, OF ALL BRANCHES OF OUR SEA, LAND AND AIR FORCES, REGULAR AND RESERVE, AND MEMBERS OF ALL GRADES OF CIVIL SERVANTS AND LOCALLY EMPLOYED CIVILIANS ATTACHED TO THE 18 (UNITED KINGDOM SPECIAL FORCES) SIGNAL REGIMENT.
Area Of Benefit: UNDEFINED. IN PRACTICE, NATIONAL ARMED FORCES.

10 Official extract

Charity Other Names

Charity Name Id: 639124
Charity Name Type: Working name
Charity Name: CENTRAL BANK REGIMENTAL ACCOUNTANT

11 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Paying staff

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Volunteer management