“I am a part of all that I have met;

Yet all experience is an arch wherethro’

Gleams that untravelled world, whose margin fades

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 TRUST1992 - 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)

Colonel Bernard Cazenove TD Colonel Rex Stephenson CBE Dr Rod Stables Sarah Rawlings Major Richard Pattison Other Key Officers Wing Commander Roy McCluskey AFC (Ops Dir)

Major Stephen Wright TD (Treasurer) Jeremy Hurst (Marketing and Expedition Reports)

David Preston (IT and Expedition Reports)

Why?Why?Our Mission To provide financial assistance, encouragement and guidance for challenging expeditions and adventurous activities planned and undertaken by our Volunteer Reserve and Cadet Forces.

Impact and Outcomes Improve morale and recruitment of units.

Enhance training. Develop individuals - leadership, team-work, initiative, self-confidence, judgment, risk 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

Experienced and constructive Bid Review Team Focus and commitment to the value of Outdoor Challenging Activity Promoting the cause Reducing the impediments Reports Archive Annual Awards Scheme.

On-going Fund Raising campaigns No endowment fund Some loyal regular donors – eg, RAFCT Growing demand means finding substantial new money every year

The Virtual Circle Evidence of SROI

What?What? Since 1992, nearly £2m granted to help over 23.000 young people to take part in some 2100 expeditions.

Expeditions Supported that Deployed 2014Unit 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

All Cadets: 69 1473 £107,074 £73 £1,552 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

RAuxAF 0 0 £0 £0 £0

All Reservists: 40 393 £62,639 £159 £1,566

Totals: 135 2271 £205,188 £90 £1,520

Present StatusPresent StatusCadets now are largest contingent

Segment penetration

2012 Strength

UT supported 2012/13

Sector Penetration

Volunteer Reserves

23,080 603 2.6%

UOTCS 3500 519 14.8%

Cadets (Incl Instructors)

167,500 1390 0.8%Strength UT Funds Allocated

£26,580

£97,924

£167,500

£134,546

Fund Allocation

VR & UOTCs Cadets (incl Instrs

1340603

519

Total Cadets Reserves UOTC/DTUs

Participants by Expedition

£134,546

£61,988

£35,936

Total Cadets Reserves UOTC/DTUs

Grant Allocation by Expeditions

Challenge is to sustain and expand level of cadet support – the sector of greatest

potential and impact

What is holding cadets backWhat is holding cadets backLack of Financial Support?

14%

36%

50%

Volunteer ReservesFunds Mix for Expe-

ditionsGrant Pers ContribOther Sources

11%

61%

28%

CadetsFunding Mix for Expe-

ditionsGrant Pers ContribOther Sources

Volunteer Reserves

Cadets0%

20%

40%

60%

80%

100%

120%

Contribution

Grant

Grant as proportion of personal Contribution

Average contribution of a Cadet to an

expedition is £354 (VR - £324) – a

threshold that many and their families cannot meet…

Other Cadet ChallengesOther Cadet ChallengesCadet Survey by Ulysses Trust Lack of experience and expertise Complex, over-cautious Approvals process

COST Higher Staff / Participant ratio Additional expenses of buying in expertise

Excludes many individuals?Our plans to help Shared survey findings with Cadet Policy staff

Expand our financial support for Cadet expeditions – subject to available funds

Review our Grant Assessment processes to direct limited funds to where most needed – investigating linking to govt Index of Deprivation and Pupil Premium funded schools.

Goals and ObjectivesGoals and Objectives

To double cadet expedition activity over the next 3 years (CAGR 32%):

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/pAv Pers

Contribution % Av UT Grant p/p % Other Sources %

Av 10-14 £668 £395 59% £82 12% £191 29%

2016/17 £668 £239 36% £239 36% £191 29%

Financial ImplicationsFinancial Implications Ulysses Trust Cadet Grants averaged over last 4 years have grown at an average of 20% p.a.

Proposed Cadet funding would bring them on to a similar proportion of personal commitment to Reserves:

Year Cadet Grants Addnl Funds required

Av 10-14 £79,374 £0Matched funding output £230,556 £151,183

2016/17 Increased Output £524,748 £445,374

Applying for a GrantApplying for a GrantEligibility Unit expeditions of Cadets, VR, and UOTCs. Exceptionally, individuals on civilian expeditions.

Appropriate military approval essential. Any scale or ambition - £150 to £10,000+ Pump-primer or top-up grants. Must be an expedition, but the challenges can be adventurous, community-related or educational.

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…).

Major Projects: Helpful to discuss with Ops Dir before bid. Grants over £5000 require further approval by Trustees.

Grant CriteriaGrant CriteriaTrust Objectives. Does it: Enhance organisation morale, recruitment and reputation?

Develop individual characteristics such as leadership, teamwork, confidence, initiative, self-discipline and judgement ?

Look like an expedition? Challenge? Contribute social, scientific or other value?

Financial Factors Degree of Inclusivity? Level of individual and unit contributions?

Paid or not? Special needs, hardship, deprivation? Invest / build for the future?

The Application FormThe Application FormKey points

Numbers participating.

Which Service?

JSATFA or equivalent

Paid or not?

Budget

CO’s Statement.

Grant ConditionsGrant ConditionsOur requirements To satisfy the audit requirements of the Charities Commission that donations are put to best effect.

Enhance the public esteem of Reserve and Cadet Forces

Encourage greater expedition activity through sharing of experience and knowledge.

To demonstrate to the Trust’s benefactors what is achieved with their support.

Therefore to continue and grow our support for units in the future.

We can only do this with your help and cooperation

YOU ARE OUR STORY!

Help Us Help you!Help Us Help you!Conditions Expedition Report Annual Best Expedition Award scheme Joint Promotion

Requests Expedition Procurement – Give-As-You-Live:

Social MediaTwitter - @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.

Identify main suppliers – UT Discounts?

www.giveasyoulive.com/refer/R9UuYQ02iHlKlOfEaIT0xT-2FholqjKN8ceDMZIDSv

Why Ulysses Trust?Why Ulysses Trust? Focus and Commitment Processes Experience and Expertise We make a difference

“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. 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 thanks to the Ulysses Trust for their continued support of young people finding

themselves.”

challenge, adventure, development