W H SMITH BENEVOLENT FUND

Charity Number: 262581
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provide financial support to serving and retired members of staff and close family members who find themselves in severe financial difficulties through no fault of their own. Provide recuperative holidays following long term sickness or after major surgery, carer breaks, palliative holidays and special equipment for less able staff.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £177,593
Total expenditure: £293,823

People

4 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
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Throughout England And Wales
  • Australia
  • France
  • Germany
  • Guernsey
  • Hong Kong
  • Ireland
  • Isle Of Man
  • Italy
  • Jersey
  • Malaysia
  • New Zealand
  • Northern Ireland
  • Qatar
  • Scotland
  • Singapore
  • Spain
  • United States

Governance

Registration history:
  • 23 June 1971: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Internal charity financial controls policy and procedures
  • Investment
  • 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ANNETTE ELIZABETH COURT Chair 13 February 2023
None on record
Helen Louise Webb OBE Trustee 28 April 2023
None on record
Stephen Brett Tiley Trustee 25 November 2019
None on record
ROBERT JAMES MOORHEAD Trustee 01 December 2008
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £217.50k £155.36k £153.14k £209.23k £177.59k
Total expenditure £212.77k £415.19k £229.76k £248.18k £293.82k
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 March 2024 15 November 2024 On Time
Accounts and TAR 31 March 2024 15 November 2024 On Time Download Open in new window
Annual return 31 March 2023 29 November 2023 On Time
Accounts and TAR 31 March 2023 29 November 2023 On Time Download Open in new window
Annual return 31 March 2022 23 November 2022 On Time
Accounts and TAR 31 March 2022 23 November 2022 On Time Download Open in new window
Annual return 31 March 2021 05 November 2021 On Time
Accounts and TAR 31 March 2021 05 November 2021 On Time Download Open in new window
Annual return 31 March 2020 11 November 2020 On Time
Accounts and TAR 31 March 2020 11 November 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.

DECLARATION OF TRUST DATED 26/7/62 AS VARIED BY DEEDS OF VARIATION DATED 21/4/71, 2/2/74, 9/1/79, 26/7/84, 7/10/88, 26/3/92, 1/4/93, 19/8/02 AND 1/9/06

Charitable objects

GRANTS TO EMPLOYEES AND EX-EMPLOYEES OF THE W H SMITH GROUP AND THEIR DEPENDENTS, BEING POOR AND NECESSITOUS

Area of benefit

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

NOT DEFINED

Contact information

Address:
Greenbridge Road
SWINDON
SN3 3LD
Phone:
01793562094
Email:
BenFund@whsmith.co.uk
Website:

No information available