THE ULYSSES TRUST THE ULYSSES TRUST 1992 1992 - 2015 2015 Who? - - PowerPoint PPT Presentation
I am a part of all that I have met; Yet all experience is an arch wherethro eams that untravelled world, whose margin fades For ever and for ever when I move. For ever and for ever when I move. To strive, to seek, to find, and not
“I am a part of all that I have met; Yet all experience is an arch wherethro’ eams that untravelled world, whose margin fades For ever and for ever when I move…. For ever and for ever when I move…. To strive, to seek, to find, and not to yield.” Ulysses by Alfred, Lord Tennyson
Patrons
HRH the Prince of Wales Duke of Westminster Service Personnel Heads
Trustees and Secretary Air Vice-Marshal Nick Kurth CBE FRGS (Chairman)
Lieutenant Colonel Philip Neame (Vice Chairman) Lieutenant Colonel Philip Neame (Vice Chairman) Colonel Bernard Cazenove TD Colonel Rex Stephenson CBE p Dr Rod Stables Sarah Rawlings Major Richard Pattison Major Richard Pattison
Other Key Officers Wi
C d R M Cl k AFC (O Di )
Wing Commander Roy McCluskey AFC (Ops Dir)
Major Stephen Wright TD (Treasurer) Jeremy Hurst (Marketing and Expedition Reports) Jeremy Hurst (Marketing and Expedition Reports) David Preston (IT and Expedition Reports)
Our Mission Our Mission
To provide financial assistance,
encouragement and guidance for challenging g g g g expeditions and adventurous activities planned and undertaken by our Volunteer Reserve and Cadet Forces. Impact and Outcomes Impact and Outcomes
Improve morale and recruitment of units. Enhance training Enhance training. Develop individuals - leadership, team-work,
initiative, self-confidence, judgment, risk , , j g , management.
Assist positive impact of Reserves and
Cadets on their communities and society.
Financial Grants to Expeditions Quick simple and responsive on line bid process Quick, simple and responsive on-line bid process
Experienced and constructive Bid Review Team
Focus and commitment to the value of Focus and commitment to the value of Outdoor Challenging Activity
Promoting the cause
g Reducing the impediments Reports Archive Annual Awards Scheme Annual Awards Scheme.
No endowment fund No endowment fund Some loyal regular donors – eg, RAFCT Growing demand means finding substantial new money every year
Evidence of SROI Evidence of SROI
Since 1992, nearly £2m granted to help
some 2100 expeditions.
Expeditions Supported that Deployed 2014
Unit type Expeditions Participants Grants p/p per exped Cadets ‐ ACF: 20 533 £41,660 £78 £2,083 Cadets ‐ Sea: 4 81 £2,550 £31 £638 Cadets ‐ ATC: 17 353 £29,946 £85 £1,762 Cadets CCF: 28 506 £32 918 £65 £1 176 Cadets ‐ CCF: 28 506 £32,918 £65 £1,176 All Cadets: 69 1473 £107,074 £73 £1,552 University / DTUs: 26 405 £35 475 £88 £1 364 University / DTUs: 26 405 £35,475 £88 £1,364 Reservists ‐ TA: 36 358 £48,489 £135 £1,347 RNR/RMR 4 35 £14 150 £404 £3 538 RNR/RMR: 4 35 £14,150 £404 £3,538 RAuxAF £0 £0 £0 All Reservists: 40 393 £62,639 £159 £1,566 Totals: 135 2271 £205,188 £90 £1,520
Cadets now are largest contingent
Participants by Expedition Grant Allocation by Expeditions
1 340 519 Total Cadets Reserves
£134 546
£61,988 £35,936 Total Cadets Reserves
1,340 603 UOTC/DTUs
£134,546
£ , UOTC/DTUs
Segment penetration
2012 Strength UT supported 2012/13 Sector Penetration
167,500 £134 546
Fund Allocation
VR & UOTCs Cadets (incl Instrs
Volunteer Reserves 23,080 603 2.6% UOTCS 3500 519 14.8%
26 580 £97,924 £134,546
Cadets (Incl Instructors) 167,500 1390 0.8%
26,580 Strength UT Funds Allocated
Ch ll i t t i d d l l f d t Challenge is to sustain and expand level of cadet support – the sector of greatest potential and impact
Lack of Financial Support?
14%
Volunteer Reserves Funds Mix for Expeditions
Grant 11%
Cadets Funding Mix for Expeditions
36% 50% Pers Contrib Other Sources 61% 28% Grant Pers Contrib Other Sources Sources
100% 120%
Grant as proportion of personal Contribution
Average contribution of
60% 80% 100%
a Cadet to an expedition is £354 (VR - £324) a threshold that
0% 20% 40% Contribution Grant
£324) – a threshold that many and their families cannot meet
0% Volunteer Reserves Cadets
cannot meet…
Cadet Survey by Ulysses Trust
Lack of experience and expertise Complex, over-cautious Approvals process COST COST Higher Staff / Participant ratio Additional expenses of buying in expertise p y g p Excludes many individuals?
O l t h l Our plans to help
Shared survey findings with Cadet Policy staff Expand our financial support for Cadet Expand our financial support for Cadet expeditions – subject to available funds Review our Grant Assessment processes to p direct limited funds to where most needed – investigating linking to govt Index of Deprivation d P il P i f d d h l and Pupil Premium funded schools.
To double cadet expedition activity over the To double cadet expedition activity over the next 3 years (CAGR 32%):
N f U it Eli ibl C d t Year No of Units Expeditions Unit Penetration Numbers Eligible Participants Cadet Penetration
Av 10‐14 3338 44 1.3% 167,500 980 0.6% 2016/17 3438 100 2.9% 184,750 2230 1.2%
By matching participant contributions with Ulysses Trust grants with p/p implications:
Year Av Exped cost p/p Av Pers Contribution % Av UT Grant p/p % Other Sources % A 10 14 £668 £395 59% £82 12% £191 29% Av 10‐14 £668 £395 59% £82 12% £191 29% 2016/17 £668 £239 36% £239 36% £191 29%
last 4 years have grown at an average of 20% last 4 years have grown at an average of 20% p.a.
p g g
commitment to Reserves:
Year Cadet Grants Addnl Funds Year Cadet Grants required Av 10‐14 £79,374 £0 Matched funding £230 556 £151 183 g
£230,556 £151,183 2016/17 Increased Output £524,748 £445,374 Increased Output
Eligibility
Unit expeditions of Cadets, VR, and UOTCs. p Exceptionally, individuals on civilian expeditions. Appropriate military approval essential. A l biti £150 t £10 000 Any scale or ambition - £150 to £10,000+ Pump-primer or top-up grants. Must be an expedition but the challenges can be Must be an expedition, but the challenges can be adventurous, community-related or educational.
General Guidance General Guidance
Fast and responsive On-line Application Process - http://ulyssestrust.co.uk/grant-applications On-line appraisal by Applications Committee. Apply latest 2 months before departure (bids can be processed much faster but ) be processed much faster, but…). Major Projects: Helpful to discuss with Ops Dir before bid. Grants over £5000 require further before bid. Grants over £5000 require further approval by Trustees.
Trust Objectives. Does it:
d t ti ? and reputation?
Develop individual characteristics such as
leadership teamwork confidence initiative leadership, teamwork, confidence, initiative, self-discipline and judgement ?
Look like an expedition? Look like an expedition? Challenge? Contribute social, scientific or other value?
, Financial Factors
Degree of Inclusivity? Degree of Inclusivity? Level of individual and unit contributions? Paid or not? Special needs, hardship, deprivation? Invest / build for the future?
Key points Key points Numbers participating. Numbers participating. Which Service? JSATFA or equivalent Paid or not? Budget CO’s Statement.
Our requirements To satisfy the audit requirements of the Charities Commission that donations are put to best effect. Enhance the public esteem of Reserve and Enhance the public esteem of Reserve and Cadet Forces Encourage greater expedition activity through g g p y g sharing of experience and knowledge. To demonstrate to the Trust’s benefactors what i hi d ith th i t is achieved with their support. Therefore to continue and grow our support for units in the future units in the future. We can only do this with your help and cooperation YOU ARE OUR STORY! YOU ARE OUR STORY!
Conditions Expedition Report Annual Best Expedition Award scheme Joint Promotion Requests Expedition Procurement – Give-As-You-Live: Expedition Procurement
Give As You Live: www.giveasyoulive.com/refer/R9UuYQ02iHlKlOfEa IT0xT-2FholqjKN8ceDMZIDSv
Social Media
Twitter - @ulyssestrust Facebook - www facebook com/UlyssesTrust Facebook - www.facebook.com/UlyssesTrust
Spread the Word
Promote Give As You Live to unit members and families Adopt Ulysses Trust for your charity in fund- raising events raising events. Identify main suppliers – UT Discounts?
“What had gone away was a typical urban, self- centred teenager and what returned was a much more appreciative, polite, self-sufficient adult. The transformation was astonishing transformation was astonishing. Nor can I thank you enough for the support you gave the expedition, without it Laura would never have been able to do something like that. The accomplishment was more that a walk it has altered her self belief and approach to life My altered her self-belief and approach to life. My thanks to the Ulysses Trust for their continued support of young people finding themselves.” pp y g p p g
challenge, adventure, development