BARCLAYS OVERSEAS BENEVOLENT FUND

Charity number: 1062335
Removed charity

Charity overview

Activities - how the charity spends its money

Alleviate poverty amongst former or retired employees of the Barclays Group, and their families, who were employees by the Barclays Group outside the United Kingdom and who now reside outside of their pension home base and who were granted a pension in a currency, other than British Sterling, which is affected by currency devaluation.

Income and expenditure

Data for financial year ending 03 April 2018

Total income: £10,000
Total expenditure: £85,575

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Throughout England And Wales
  • Australia
  • Malawi
  • New Zealand
  • South Africa

Governance

Registration history:
  • 13 May 1997: Standard registration
  • 24 October 2018: Removed (Transfer of funds)
  • 24 October 2018: Funds transferred to 313080 THE BANKERS BENEVOLENT FUND
Organisation type:
Trust
Other names:

No other names

Gift aid:
No information available
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
Land and property:
No information available

Financial history

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Financial period end date

Income / Expenditure 31/12/2013 31/12/2014 31/12/2015 31/12/2016 03/04/2018
Total gross income £103.65k £102.82k £105.87k £80.00k £10.00k
Total expenditure £86.66k £93.82k £82.95k £79.97k £85.58k
Income from government contracts N/A N/A £0 £0 N/A
Income from government grants N/A N/A £0 £0 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 03 April 2018 25 September 2018 On Time
Accounts and TAR 03 April 2018 Not Required
Annual return 31 December 2016 31 August 2017 On Time
Accounts and TAR 31 December 2016 31 August 2017 On Time
Annual return 31 December 2015 20 September 2016 On Time
Accounts and TAR 31 December 2015 12 December 2016 42 days late
Annual return 31 December 2014 30 July 2015 On Time
Accounts and TAR 31 December 2014 07 October 2015 On Time

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.

TRUST DEED MADE 25TH SEPTEMBER 1996

Charitable objects

THE TRUST FUND SHALL BE HELD UPON TRUST AS TO BOTH CAPITAL AND INCOME TO BE APPLIED AT THE DISCRETION OF THE TRUSTEES FOR THE RELIEF OF POVERTY, IRRESPECTIVE OF RACE, CREED, SEX OR COLOUR IN ANY MANNER DEEMED BY THE LAW OF ENGLAND AND WALES TO BE CHARITABLE AMONGST THOSE FORMER OR RETIRED EMPLOYEES OF : (A) THE BANK; OR (B) OF ANY COMPANY WHICH IS ASSOCIATED WITH THE BANK BY BEING ITS SUBSIDIARY OR ITS HOLDING COMPANY OR THE SUBSIDIARY OF ANY HOLDING COMPANY, ALL SUCH TERMS AS DEFINED IN SECTION 736, COMPANIES ACT 1985; OR (C) SUCH OTHER COMPANIES OR BODIES AS THE BANK MAY FROM TIME TO TIME BY DEED OR DEEDS STATED TO BE SUPPLEMENTAL HERETO DETERMINE (SUBJECT TO SUCH CONDITIONS IF ANY AS THE BANK MAY BY SUCH DEED OR DEEDS PRESCRIBE) WHO EITHER WERE EMPLOYED BY THE BANK OR ANY SUCH COMPANY OR BODY OUTSIDE THE UNITED KINGDOM OR (WHEREVER THEY WERE EMPLOYED) ARE NOW RESIDENT OUTSIDE THE UNITED KINGDOM, AND THE SPOUSES OR FORMER SPOUSES, WIDOWS, WIDOWERS, CHILDREN (INCLUDING ILLEGITIMATE AND ADOPTED CHILDREN AND ANY PERSON WHO IS OR WAS TREATED BY SUCH FORMER OR RETIRED EMPLOYEE AS A CHILD OF THE FAMILY IN RELATION TO ANY MARRIAGE OF SUCH FORMER OR RETIRED EMPLOYEE) AND ANY OTHER PERSON WHO IS OR WAS MAINTAINED EITHER WHOLLY OR PARTLY BY ANY SUCH FORMER OR RETIRED EMPLOYEE OR BY HIS OR HER SPOUSE, FORMER SPOUSE, WIDOW OR ,WIDOWER.

Area of benefit

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

OVERSEAS