FORCES PENSION SOCIETY CHARITABLE FUND

Charity number: 264524
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE FUND IS MAINLY FOR THE RELIEF OF WIDOWS, WIDOWERS, SURVIVING QUALIFYING COHABITENTS, SURVIVING CIVIL PARTNERS AND SURVIVING DEPENDANT RELATIVES OF MEMBERS OF THE ARMED FORCES PENSION SOCIETY OR OF PERSONS WHO SERVED IN THE ARMED FORCES OF THE CROWN WHO ARE IN NEED BY VIRTUE OF FINANCIAL HARDSHIP, SICKNESS, DISABILITY OR THE EFFECTS OF OLD AGE.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £13,094
Total expenditure: £28,678

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 15 September 1972: Standard registration
Organisation type:
Other
Other names:
  • FORCES PENSION SOCIETY WIDOWS' FUND (Working name)
  • FORCES PENSION SOCIETY CHARITABLE FUND (Previous name)
  • THE OFFICERS' PENSIONS SOCIETY WIDOWS FUND (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • 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
  • Risk management
  • Serious incident reporting policy and procedures
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jonathan Kim Wheeler OBE BA Chair 11 February 2018
None on record
CHRISTOPHER DAVID ROGER MORGAN Trustee 30 May 2023
WHITEHILL CHASE FOUNDATION
Received: On time
THE PRINCESS ANNE'S CHARITIES
Received: On time
Ian Miller McGregor BA Trustee 30 May 2023
None on record
Brigadier Rupert Paul Stearns Trustee 18 May 2022
None on record
Mary Morland Trustee 25 August 2021
None on record
Ian Alexander Vere Nicoll MBE Trustee 15 May 2018
None on record
Air Commodore Paul Nash OBE Trustee 15 May 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £2.16k £15.46k £74.27k £71.09k £13.09k
Total expenditure £28.36k £31.75k £42.14k £2.42k £28.68k
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 £0

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 2024 29 May 2025 On Time
Accounts and TAR 31 December 2024 Not Required
Annual return 31 December 2023 12 June 2024 On Time
Accounts and TAR 31 December 2023 12 June 2024 On Time Download Open in new window
Annual return 31 December 2022 02 July 2023 On Time
Accounts and TAR 31 December 2022 02 July 2023 On Time Download Open in new window
Annual return 31 December 2021 24 May 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 14 June 2021 On Time
Accounts and TAR 31 December 2020 Not Required
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.

SCHEME DATED 10 JULY 2008. as amended on 10 Dec 2019

Charitable objects

THE OBJECTS OF THE CHARITY ARE: (1) THE RELIEF OF WIDOWS, WIDOWERS, SURVIVING QUALIFYING COHABITANTS, SURVIVING CIVIL PARTNERS AND SURVIVING DEPENDANT RELATIVES OF MEMBERS OF THE FORCES PENSION SOCIETY OR OF PERSONS WHO SERVED IN THE ARMED FORCES OF THE CROWN (WHETHER OR NOT THEY WERE MEMBERS OF THE FORCES PENSION SOCIETY) WHO ARE IN NEED BY VIRTUE OF FINANCIAL HARDSHIP, SICKNESS, DISABILITY OR THE EFFECTS OF OLD AGE; (2) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
The Nook
Kilmington Common
Kilmington
WARMINSTER
Wiltshire
BA12 6QY
Phone:
02075821070
Email:
FPSCharitableFund@gmail.com
Website:

www.forpen.co.uk Open in new window