THE SHELL PENSIONERS BENEVOLENT ASSOCIATION

Charity Number: 262049
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Pensioners in need of assistance are identified by Pensioner Programme Officer and a proposal is made to the Trustees as to how the Charity may assist the Pensioner. The Trustees may make a grant or an interest free loan. The latter enables the Charity's funds to be recycled and assist other Pensioners in due course.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £244,528
Total expenditure: £281,359

People

9 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Individuals
  • Provides Other Finance
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Guernsey
  • Jersey
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 15 March 1971: Standard registration
  • 18 December 2014: Funds received from 286548 THE SHELL-MEX AND B P PENSIONERS BENEVOLENCE ASSOC...
Organisation type:
Other
Other names:
  • SPBA (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Roy Dennis Waight Chair 06 June 2018
FARNHAM SINFONIA (CIO)
Received: On time
Stewart Welsford Pain Trustee 12 June 2024
THE SANDSTONE RIDGE TRUST
Received: On time
KAREN SAYWELL Trustee 12 June 2024
None on record
Susan Oxspring Trustee 05 June 2019
None on record
STUART TESTER Trustee 06 June 2018
None on record
DAVID JOHN LEWIS Trustee 06 June 2018
WALTON FIRS FOUNDATION
Received: On time
VERONICA ALISON CARTER Trustee
None on record
GILLIAN MARGARET SPRINGETT Trustee
None on record
CHRISTINE ALISON NANCARROW Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £374.25k £231.36k £249.48k £249.93k £244.53k
Total expenditure £204.82k £223.88k £170.50k £296.99k £281.36k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 20 August 2024 On Time
Accounts and TAR 31 December 2023 20 August 2024 On Time Download Open in new window
Annual return 31 December 2022 19 June 2023 On Time
Accounts and TAR 31 December 2022 19 June 2023 On Time Download Open in new window
Annual return 31 December 2021 17 May 2022 On Time
Accounts and TAR 31 December 2021 17 May 2022 On Time Download Open in new window
Annual return 31 December 2020 11 May 2021 On Time
Accounts and TAR 31 December 2020 18 October 2021 On Time Download Open in new window
Annual return 31 December 2019 17 June 2020 On Time
Accounts and TAR 31 December 2019 17 June 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTITON ADOPTED THE 16TH DECEMBER 1970 AS AMENDED ON THE 10TH MAY 1972, 27TH OCTOBER 1987, AND 19TH MAY 1993

Charitable objects

THE RELIEF OF POVERTY AMONG PERSONS WHO ARE MEMBERS OF THE SHELL PENSIONERS ASSOCIATION AND THE WIVES,WIDOWS, CHILDREN AND OTHER DEPENDANTS OF SUCH PERSONS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
Shell Pensioners Benevolent Association
Shell Centre
london
SE1 7NA
Phone:
02079345131
Email:
ken.k.sleat@shell.com
Website:

www.shell.co.uk/spa Open in new window