THE CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS' BENEVOLENT FUND

Charity number: 1196072
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The relief of necessitous persons who are or have been members of The Chartered Institute of Management Accountants, or any predecessor body, and of necessitous persons connected by ties of relationship or dependency at any time with persons who are or at any time were such members.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £279,000
Total expenditure: £319,000

People

10 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:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
Where the charity operates:
  • Throughout England And Wales
  • Abu Dhabi
  • Australia
  • Bangladesh
  • Botswana
  • China
  • Dubai
  • Ghana
  • Hong Kong
  • India
  • Indonesia
  • Ireland
  • Malaysia
  • Nigeria
  • Northern Ireland
  • Pakistan
  • Poland
  • Portugal
  • Qatar
  • Saudi Arabia
  • Scotland
  • Singapore
  • South Africa
  • Sri Lanka
  • United Arab Emirates
  • Zambia
  • Zimbabwe

Governance

Registration history:
  • 07 October 2021: CIO registration
  • 14 January 2025: Funds received from 261114 THE CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS'...
Organisation type:
CIO
Other names:
  • CIMA BENEVOLENT FUND (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Andrew McGunnigle FCMA CGMA Chair 30 July 2021
None on record
Bulelwa Kotta Trustee 01 July 2023
None on record
Akmol Hussain Trustee 01 July 2023
None on record
Elaine Marie Richardson Trustee 07 February 2022
SIR ARTHUR SULLIVAN SOCIETY
Received: On time
Yvonne Dzotsi Trustee 07 February 2022
None on record
Rona van Hoepen Trustee 07 February 2022
None on record
Rachael Jarrett Trustee 07 February 2022
None on record
Shahzad Ali Trustee 07 February 2022
None on record
Matthew Miller FCMA Trustee 30 July 2021
None on record
AMARJEET HANS Trustee 10 July 2021
DENHAM COMMUNITY CHARITY CIO
Received: On time
THE COLNE VALLEY PARK TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2022 31/12/2023 31/12/2024
Total gross income £0 £2.58m £279.00k
Total expenditure £0 £102.00k £319.00k
Income from government contracts N/A N/A N/A
Income from government grants N/A N/A N/A
Income - Donations and legacies N/A £2.56m N/A
Income - Other trading activities N/A £0 N/A
Income - Charitable activities N/A £0 N/A
Income - Endowments N/A £0 N/A
Income - Investment N/A £26.00k N/A
Income - Other N/A £0 N/A
Income - Legacies N/A £0 N/A
Expenditure - Charitable activities N/A £69.00k N/A
Expenditure - Raising funds N/A £1.00k N/A
Expenditure - Governance N/A £0 N/A
Expenditure - Grants institution N/A £0 N/A
Expenditure - Investment management N/A £1.00k N/A
Expenditure - Other N/A £32.00k 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 2024 27 October 2025 On time
Accounts and TAR 31 December 2024 27 October 2025 On time Download Open in new window
Annual return 31 December 2023 24 October 2024 On time
Accounts and TAR 31 December 2023 24 October 2024 On time Download Open in new window
Annual return 31 December 2022 31 October 2023 On time
Accounts and TAR 31 December 2022 31 October 2023 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.

CIO - FOUNDATION Registered 07 Oct 2021 as amended on 04 Mar 2025

Charitable objects

THE OBJECTS OF THE CIO ARE THE RELIEF OF NECESSITOUS PERSONS WHO ARE OR HAVE BEEN MEMBERS OF THE CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS, OR ANY PREDECESSOR BODY, AND OF NECESSITOUS PERSONS CONNECTED BY TIES OF RELATIONSHIP OR DEPENDENCY AT ANY TIME WITH PERSONS WHO ARE OR AT ANY TIME WERE SUCH MEMBERS.

Contact information

Address:
8th Floor
30 Crown Place
London
Phone:
0800-368-8024
Email:
Benevolent.Fund@aicpa-cima.com
Website:

https://www.cimaglobal.com/Members/Your-Membership-Information/Benevolent-Fund Open in new window