THE BENEVOLENT FUND OF THE COLLEGE OF OPTOMETRISTS & THE ASSOCIATION OF OPTOMETRISTS

Charity Number: 1003699
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Financial and other support to current and retired members of the optical profession and their dependents

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £128,393
Total expenditure: £60,078

People

10 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
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 01 August 1991: Standard registration
Organisation type:
Other
Other names:
  • BEN FUND OF BOAF (Previous name)
  • BENEVOLENT FUND OF THE BRITISH COLLEGE OF OPTOMETRISTS (Previous name)
  • THE BENEVOLENT FUND OF THE BRITISH OPTICAL ASSOCIATION FOUNDATION (Previous name)
  • THE BENEVOLENT FUND OF THE COLLEGE OF OPTOMETRISTS & THE ASSOCIAITON OF OPTOMETRISTS (Previous name)
  • THE BENEVOLENT FUND OF THE COLLEGE OF OPTOMETRISTS AND ASSOCIATION OF OPTOMETRISTS (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Vivian Bush Chair 07 June 2016
None on record
Anuj Patel Trustee 17 July 2023
None on record
Jane Macnaughton Trustee 15 March 2023
None on record
Tushar Majithia Trustee 17 June 2021
None on record
Aishah Fazlanie Trustee 04 November 2020
None on record
Daniel Ehrlich Trustee 05 June 2018
None on record
Keval Dattani Trustee 05 June 2018
None on record
Francesca Marchetti Trustee 07 June 2016
None on record
Alison McClune Trustee 07 June 2016
None on record
RICHARD BROUGHTON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £97.54k £362.55k £149.58k £176.20k £128.39k
Total expenditure £90.73k £33.57k £43.14k £44.58k £60.08k
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 30 September 2024 17 April 2025 On Time
Accounts and TAR 30 September 2024 17 April 2025 On Time Download Open in new window
Annual return 30 September 2023 13 April 2024 On Time
Accounts and TAR 30 September 2023 13 April 2024 On Time Download Open in new window
Annual return 30 September 2022 11 February 2023 On Time
Accounts and TAR 30 September 2022 11 February 2023 On Time Download Open in new window
Annual return 30 September 2021 28 March 2022 On Time
Accounts and TAR 30 September 2021

(These accounts
have been qualified)

28 March 2022 On Time Download Open in new window
Annual return 30 September 2020 27 March 2021 On Time
Accounts and TAR 30 September 2020 27 March 2021 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.

RULES ADOPTED 15 APRIL 1981 AS AMENDED 8 MAY 1993, 10 MAY 1995 AND 31 DECEMBER 1999, 28 MARCH 2003 AND 11 DECEMBER 2006. AS AMENDED BY SCHEME DATED 01 AUG 2018 as amended on 11 Apr 2025

Charitable objects

2. The object of the Charity is to afford assistance by application of the income of the Fund (as defined in Rule 3.1(b) and all or such part or parts of the capital at such times and in such manner as the Trustees may in their absolute discretion think fit to or for the benefit of all or any: 2.1 Necessitous members and former members (of any class) of the College of Optometrists (or formerly of the British College of Optometrists or the British College of Ophthalmic Opticians) and their dependants; 2.2 former members and associate members of the British Optical Association and their dependants; 2.3 members and former members of the Association of Optometrists (or formerly the Association of Optical Practitioners) and their dependants; 2.4 fellows by examination of the Scottish Association of Opticians or the Worshipful Company of Spectacle Makers and their dependants; or 2.5 other members and former members of the optometry profession, or ophthalmic optical profession as it was formerly known, and their dependants. 2.6 Undergraduate optometry students registered with the General Optical council. 2.7 Other optometry students as the trustees may in their absolute discretion see fit to support.

Area of benefit

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

NOT DEFINED

Contact information

Address:
55 Colchester Road
White Colne
Colchester
CO6 2PW
Phone:
01787223800
Email:
admin@opticalbenfund.com
Website:

www.opticalbenfund.com Open in new window