THE NATIONAL BENEVOLENT CHARITY

Charity number: 212450
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grant Making for relief of poverty

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£867,742

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Donations and legacies £18.22k
Charitable activities £76.47k
Other trading activities £0
Investments £768.05k
Other £5.00k

Total expenditure:
£1,108,271

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Raising funds £109.22k
Charitable activities £999.05k
Other £0

-£240,529 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £109.22k
Charitable expenditure £999.05k

People

4 Employee(s)

9 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1

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:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 14 May 1963: Standard registration
  • 14 October 2009: Removed (Funds spent (by trustees))
Organisation type:
Other
Other names:
  • NATIONAL BENEVOLENT CHARITY, FOUNDED BY THE LATE PETER HERVÉ (Working name)
  • NATIONAL BENEVOLENT INSTITUTION (Working name)
  • NATIONAL BENEVOLENT INSTITUTION, FOUNDED BY THE LATE PETER HERVÉ (Working name)
  • NBI (Working name)
  • THE NATIONAL BENEVOLENT INSTITUTION (FOUNDED BY THE LATE PETER HERVE) (Previous name)
Company number:
RC000364 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
James Stephen Golob Chair 30 September 2020
THE TETBURY MUSIC FESTIVAL
Received: On time
Nishil Patel Trustee 10 December 2024
None on record
Hazel Sewell Trustee 12 December 2023
None on record
Dr Elizabeth Claire MAXWELL Trustee 12 December 2023
None on record
John Charles Churchill Trustee 12 December 2023
None on record
Richard Bruce Davies Bromilow Trustee 30 September 2020
None on record
GEOFFREY JAMES CLEMENTS Trustee 13 March 2019
None on record
VICTORIA DANIELL Trustee 12 December 2018
None on record
GRAHAME NICHOLSON Trustee 07 June 2017
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 £1.04m £1.31m £996.75k £1.43m £867.74k
Total expenditure £872.97k £157.36k £604.38k £987.92k £1.11m
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
Income - Donations and legacies £203.62k £176.47k £50.84k £255.52k £18.22k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £282.49k £264.48k £100.32k £72.05k £76.47k
Income - Endowments £0 £0 £11.84k £0 £0
Income - Investment £548.82k £868.59k £705.84k £1.10m £768.05k
Income - Other £6.21k £4.00k £139.76k £5.81k £5.00k
Income - Legacies £200.00k £150.00k £39.00k £0 £12.73k
Expenditure - Charitable activities £782.13k £73.99k £497.80k £875.68k £999.05k
Expenditure - Raising funds £90.84k £83.38k £106.59k £112.24k £109.22k
Expenditure - Governance £68.74k £30.69k £25.26k £60.26k £6.17k
Expenditure - Grants institution £0 £0 £343.42k £0 £0
Expenditure - Investment management £76.71k £75.56k £99.68k £108.03k £104.95k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £1.53m £1.53m £1.17m £1.18m £1.18m
Long-term investments £17.10m £17.70m £24.57m £22.29m £22.50m
Other assets £752.62k £550.47k £565.39k £462.03k £347.97k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £951.74k £232.65k £37.43k £13.75k £22.40k

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 16 August 2024 On Time
Accounts and TAR 31 December 2023 16 August 2024 On Time Download Open in new window
Annual return 31 December 2022 23 October 2023 On Time
Accounts and TAR 31 December 2022 23 October 2023 On Time Download Open in new window
Annual return 31 December 2021 06 September 2022 On Time
Accounts and TAR 31 December 2021 06 September 2022 On Time Download Open in new window
Annual return 31 December 2020 24 August 2021 On Time
Accounts and TAR 31 December 2020 24 August 2021 On Time Download Open in new window
Annual return 31 December 2019 25 September 2020 On Time
Accounts and TAR 31 December 2019 25 September 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.

ROYAL CHARTER GRANTED 05/11/1859 AS AMENDED BY SUPPLEMENTAL CHARTER DATED 17/03/1948 AS AMENDED BY SUPPLEMENTAL CHARTER DATED 12/02/1997 AS AMENDED BY SUPPLEMENTAL CHARTER DATED 19/07/2005 AS AMENDED BY ORDER IN COUNCIL DATED 14/12/2011 AND BYE LAWS DATED25/05/1955 AS AMENDED 01/07/1955, 15/01/1960, 11/06/1986 AS AMENDED BY ORDER IN COUNCIL DATED 16 FEB 2022

Charitable objects

THE RELIEF OF QUALIFYING PERSONS (AS DEFINED IN CLAUSE 4) WHO ARE IN NEED OF ASSISTANCE BY REASON OF OLD AGE, INFIRMITY, SICKNESS OR ECONOMIC CIRCUMSTANCES.

Area of benefit

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

NATIONAL

Linked charities

Linked charities
Linked charity 212450-5 ALLICE WILLS ANNUITIES FUND
Governing document
WILL PROVED AT BRISTOL ON THE 23 JUNE 1922 AND THE SCHEME OF 15 APRIL 1982. (REGISTRATION DATE UNKNOWN FROM RECORDS RECORDED AS MAIN CHARITY DATE)
Charitable objects
TO PROVIDE ANNUITIES OF NOT LESS THAN THIRTY POUNDS BUT NOT EXCEEDING ONE HUNDRED POUNDS APIECE FOR POOR LADIES, A PREFERENCE TO BE GIVEN TO APPLICANTS WHO HAVE FOR NOT LESS THAN TEN YEARS HAD THEIR USUAL RESIDENCE IN BRISTOL OR IN THE COUNTY OF SOMERSET OR PARTLY IN BRISTOL AND PARTLY IN THE SAID COUNTY.
Area of benefit
SOMERSET
Registration history
  • 14 May 1963 : Standard registration
  • 14 October 2009 : Removed

Contact information

Address:
National Benevolent Charity
c/ Randall and Payne
Chargrove House
Main Road
Shurdington
Cheltenh
Phone:
01666505500
Email:
office@natben.org.uk
Website:

www.natben.org.uk Open in new window