THE BENEVOLENT SOCIETY

Charity Number: 208722
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To assist financially persons, or their dependants, working, or previously having worked in the trades embraced by the British Allied Trades Federation who through infirmity, disablement, ill health or other disadvantage are in conditions of need. To support education and training by providing for bursaries or other financial support to those working or intending to work in the trades.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £92,274
Total expenditure: £168,502

People

6 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:
  • Education/training
  • 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
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 22 September 1962: Standard registration
  • 12 May 2025: Funds received from 1013026 BIRMINGHAM ASSAY OFFICE CHARITABLE TRUST
Organisation type:
Other
Other names:
  • BRITISH JEWELLERY AND GIFTWARE FEDERATION BENEVOLENT SOCIETY (Previous name)
  • BRITISH JEWELLERY GIFTWARE & FINISHING FEDERATION BENEVOLENT SOCIETY (Previous name)
  • THE BRITISH JEWELLERY GIFTWARE AND LEATHERGOODS BENEVOLENT SOCIETY (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sarah Jordan Trustee 07 March 2024
LICHFIELD OPERATIC SOCIETY (CIO)
Received: On time
Meg Hawkins Trustee 06 October 2022
None on record
Henrik Skouby Trustee 28 March 2019
None on record
Gay Penfold Trustee 17 June 2014
None on record
Gary Wroe Trustee 17 June 2014
None on record
MARIE GERALDINE BRENNAN 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 £96.34k £72.90k £82.60k £149.38k £92.27k
Total expenditure £105.46k £99.50k £177.29k £124.56k £168.50k
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 31 October 2024 On Time
Accounts and TAR 31 December 2023 31 October 2024 On Time Download Open in new window
Annual return 31 December 2022 24 October 2023 On Time
Accounts and TAR 31 December 2022 24 October 2023 On Time Download Open in new window
Annual return 31 December 2021 20 October 2022 On Time
Accounts and TAR 31 December 2021 20 October 2022 On Time Download Open in new window
Annual return 31 December 2020 27 October 2021 On Time
Accounts and TAR 31 December 2020 27 October 2021 On Time Download Open in new window
Annual return 31 December 2019 08 October 2020 On Time
Accounts and TAR 31 December 2019 08 October 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.

FOUNDED IN 1924 (SEE COPY OF RULES AND REGULATIONS AMENDED 6TH JUNE 1944, 2ND JUNE 1980 AND 11 JUNE 1996) AS AMENDED 23 SEPTEMBER 1999 AND 17TH JUNE 2004 CONSTITUTION AS AMENDED ON 16 JUN 2016 AS AMENDED ON 16 JUN 2016

Charitable objects

TO ASSIST FINANCIALLY PERSONS, OR THEIR DEPENDANTS, WORKING OR PREVIOUSLY HAVING WORKED IN THE TRADES EMBRACED BY THE BRITISH ALLIED TRADES FEDERATION WHO IN OLD AGE OR THROUGH INFIRMITY, DISABLEMENT OR ILL HEALTH ARE IN CONDITIONS OF NEED; TO SUPPORT EDUCATION AND TRAINING BY PROVIDING FOR BURSARIES OR OTHER FINANCIAL SUPPORT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
FEDERATION HOUSE
10 VYSE STREET
HOCKLEY
BIRMINGHAM
B18 6LT
Phone:
01212371138
Email:
laura.b.banner@gmail.com
Website:

www.thebenevolentsociety.co.uk Open in new window