THE IFA/IPA GROUP BENEVOLENT FUND

Charity number: 1202088
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To Act as a benevolent fund and make grants to those in financial need who qualify under our consitution. And the advancement of accounting education by bursaries and grants to student in financial need.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £372,468
Total expenditure: £24,000

People

5 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • General Charitable Purposes
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Australia
  • Bangladesh
  • China
  • Estonia
  • Ghana
  • Guernsey
  • Hong Kong
  • India
  • Ireland
  • Isle Of Man
  • Ivory Coast
  • Jersey
  • Latvia
  • Lithuania
  • Malaysia
  • Nigeria
  • Northern Ireland
  • Saudi Arabia
  • Scotland
  • Singapore
  • Sri Lanka
  • United Arab Emirates
  • Zambia

Governance

Registration history:
  • 27 February 2023: CIO registration
  • 09 December 2024: Funds received from 234082 THE INSTITUTE OF FINANCIAL ACCOUNTANTS AND INTERNA...
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ian Keith Clark Chair 16 July 2023
WD6 FOOD SUPPORT
Received: On time
David Jame Whitaker Trustee 29 April 2024
None on record
Lloyd William Driscoll Trustee 24 July 2023
None on record
Tony Rabah Trustee 24 July 2023
None on record
Anjana Hirani Trustee 16 February 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2024
Total gross income £372.47k
Total expenditure £24.00k
Income from government contracts N/A
Income from government grants 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 March 2024 09 October 2024 On Time
Accounts and TAR 31 March 2024 09 October 2024 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.

CIO - ASSOCIATION Registered 27 Feb 2023

Charitable objects

THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT: - (1) THE PREVENTION OR RELIEF OF POVERTY OF ANY BENEFICIARY (AS DEFINED BELOW); AND (2) THE ADVANCEMENT OF EDUCATION OF IFA STUDENTS AND IPA STUDENTS, IN THE SUBJECT OF ACCOUNTANCY (AND IN PARTICULAR THOSE STUDYING OR SEEKING TO STUDY IN THE PROFESSIONAL QUALIFICATIONS OF THE IFA AND IPA) THE OBJECTS WILL BE ACHIEVED IN PARTICULAR, BUT NOT EXCLUSIVELY, BY THE PROVISION OF GRANTS, SCHOLARSHIPS AND BURSARIES. (3) A BENEFICIARY IS ANY:- (I) IFA NON-VOTING MEMBER OR PAST MEMBER OF THE IFA; (II) IPA MEMBER; OR (III) NON-VOTING STUDENTS OF THE IFA OR IPA (IV) THE DEPENDENTS OF ANY OF THE PERSONS DESCRIBED IN 3(I) AND 3(II) AND 3(III) ABOVE. THE IFA REFERS TO THE INSTITUTE OF FINANCIAL ACCOUNTANTS, AN INTERNATIONAL RECOGNISED PROFESSIONAL ACCOUNTANCY MEMBERSHIP BODY IN THE UNITED KINGDOM. THE IPA REFERS TO THE INSTITUTE OF PUBLIC ACCOUNTANTS A PROFESSIONAL ACCOUNTANTS MEMBERSHIP BODY IN AUSTRALIA, BOTH OF THESE ENTITIES ARE FULL MEMBERS OF THE INTERNATIONAL FEDERATION OF ACCOUNTANTS, THE GLOBAL ACCOUNTING REGULATOR. THE CHARITY IS COMPLETELY INDEPENDENT OF THESE ACCOUNTING BODIES.

Contact information

Address:
Unitec House
2 ALBERT PLACE
LONDON
N3 1QB
Phone:
07768920188
Email:
info@ifa-ipa-benevolentfund.com
Website:

https://ifa-ipa-benevolentfund.co.uk/ Open in new window