“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 THE ULYSSES TRUST THE ULYSSES TRUST 1992 1992 - 2015 2015
Who? Who? 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 � Wing Commander Roy McCluskey AFC (Ops Dir) C d R M Cl k AFC (O Di ) � Major Stephen Wright TD (Treasurer) � Jeremy Hurst (Marketing and Expedition Reports) � Jeremy Hurst (Marketing and Expedition Reports) � David Preston (IT and Expedition Reports)
Why? Why? Why? Why? 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.
How? How? � 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. � On-going Fund Raising campaigns � No endowment fund � No endowment fund � Some loyal regular donors – eg, RAFCT � Growing demand means finding substantial new money every year � The Virtual Circle � Evidence of SROI � Evidence of SROI
What? What? What? What? � Since 1992, nearly £2m granted to help over 23 000 young people to take part in over 23.000 young people to take part in 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: Cadets CCF: 28 28 506 506 £32 918 £32,918 £65 £65 £1 176 £1,176 All Cadets: 69 1473 £107,074 £73 £1,552 University / DTUs: University / DTUs: 26 26 405 405 £35 475 £35,475 £88 £88 £1 364 £1,364 Reservists ‐ TA: 36 358 £48,489 £135 £1,347 RNR/RMR RNR/RMR: 4 4 35 35 £14 150 £14,150 £404 £404 £3 538 £3,538 RAuxAF 0 0 £0 £0 £0 All Reservists: 40 393 £62,639 £159 £1,566 Totals: 135 2271 £205,188 £90 £1,520
Present Status Present Status Cadets now are largest contingent Participants by Expedition Grant Allocation by Expeditions 519 £35,936 Total Cadets Total Cadets Reserves Reserves £61,988 £ , 1,340 1 340 £134 546 £134,546 UOTC/DTUs 603 UOTC/DTUs Segment penetration Fund Allocation UT VR & UOTCs Cadets (incl Instrs 2012 supported Sector 167,500 Strength 2012/13 Penetration £134 546 £134,546 Volunteer 23,080 603 2.6% £97,924 Reserves 3500 519 14.8% UOTCS 26 580 26,580 Cadets (Incl 167,500 1390 0.8% Instructors) Strength UT Funds Allocated Ch ll Challenge is to sustain and expand level of cadet i t t i d d l l f d t support – the sector of greatest potential and impact
What is holding cadets back What is holding cadets back What is holding cadets back What is holding cadets back Lack of Financial Support? Volunteer Reserves Cadets Funds Mix for Expeditions Funding Mix for Expeditions 14% 11% Grant Grant 28% Pers Contrib Pers Contrib 50% 36% 61% Other Sources Other Sources Sources 120% Grant as proportion of personal Contribution Average contribution of 100% 100% a Cadet to an 80% expedition is £354 (VR - 60% £324) £324) – a threshold that a threshold that 40% Contribution many and their families Grant 20% cannot meet cannot meet… 0% 0% Volunteer Reserves Cadets
Other Cadet Challenges Other Cadet Challenges Other Cadet Challenges Other Cadet Challenges 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? Our plans to help O l t h l � 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 and Pupil Premium funded schools. d P il P i f d d h l
Goals and Objectives Goals and Objectives j j To double cadet expedition activity over the To double cadet expedition activity over the next 3 years (CAGR 32%): No of N f Unit U it Eli ibl Eligible C d t Cadet Year Expeditions Numbers Units Penetration Participants 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: Av Exped cost Av Pers Av UT Grant Year % % Other Sources % p/p Contribution p/p Av 10 ‐ 14 A 10 14 £668 £668 £395 £395 59% 59% £82 £82 12% 12% £191 £191 29% 29% 2016/17 £668 £239 36% £239 36% £191 29%
Financial Implications Financial Implications p � Ulysses Trust Cadet Grants averaged over last 4 years have grown at an average of 20% last 4 years have grown at an average of 20% p.a. � Proposed Cadet funding would bring them p g g on to a similar proportion of personal commitment to Reserves: Addnl Funds Year Year Cadet Grants Cadet Grants required Av 10 ‐ 14 £79,374 £0 Matched funding g £230,556 £230 556 £151,183 £151 183 output 2016/17 £524,748 £445,374 Increased Output Increased Output
Applying for a Grant Applying for a Grant y g y g Eligibility � Unit expeditions of Cadets, VR, and UOTCs. p � Exceptionally, individuals on civilian expeditions. � Appropriate military approval essential. � A � Any scale or ambition - £150 to £10,000+ l biti £150 t £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.
Grant Criteria Grant Criteria Trust Objectives. Does it: � Enhance organisation morale, recruitment and reputation? d t ti ? � 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?
The Application Form The Application Form The Application Form The Application Form Key points Key points � Numbers participating. � Numbers participating. � Which Service? � JSATFA or equivalent � Paid or not? � Budget � CO’s Statement.
Grant Conditions Grant Conditions 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 is achieved with their support. hi d ith th i t � 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!
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