CATENIAN ASSOCIATION BENEVOLENT AND CHILDREN'S FUND

Charity number: 214244
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The provision of monetary assistance to members of the Catenian Association and their dependants including dependants of deceased members of the Catenian Association who are in need.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £459,588
Total expenditure: £1,309,593

People

9 Trustee(s)

200 Volunteer(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

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 Other Finance
Where the charity operates:
  • Throughout England And Wales
  • Australia
  • Malta
  • Scotland
  • South Africa
  • Zimbabwe

Governance

Registration history:
  • 14 January 1963: Standard registration
Organisation type:
Other
Other names:
  • CATENIAN ASSOCIATION BENEVOLENT FUNDS (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jean Harkin Trustee 16 January 2024
CATENIAN ASSOCIATION BURSARY FUND LIMITED
Received: On time
Dr David Brinkley Trustee 20 July 2021
None on record
Denis Murphy Trustee 20 July 2021
None on record
KEVIN MICHAEL RAFFERTY Trustee 21 July 2020
TADLEY AND DISTRICT CITIZENS ADVICE BUREAU
Received: On time
John Colligan Trustee 17 July 2019
None on record
John Hogan Trustee 21 July 2015
None on record
David Cawdery Trustee 24 February 2014
PRAMACARE
Received: On time
PRAMA FOUNDATION
Received: On time
THE REPOSM SPORTING HOUSING TRUST
Received: On time
PETER JAMES PATRICK DEVINE Trustee 24 February 2014
None on record
RICHARD MARK SUTTON ALLANSON Trustee
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 £424.12k £1.03m £700.41k £894.54k £459.59k
Total expenditure £798.68k £726.01k £887.31k £763.91k £1.31m
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 N/A £116.92k £83.62k £72.30k N/A
Income - Other trading activities N/A £0 £0 £0 N/A
Income - Charitable activities N/A £0 £0 £0 N/A
Income - Endowments N/A £0 £0 £0 N/A
Income - Investment N/A £259.37k £289.04k £355.46k N/A
Income - Other N/A £649.52k £327.76k £466.77k N/A
Income - Legacies N/A £33.08k £7.01k £1.00k N/A
Expenditure - Charitable activities N/A £714.46k £874.02k £750.92k N/A
Expenditure - Raising funds N/A £11.55k £13.29k £12.99k N/A
Expenditure - Governance N/A £13.26k £9.51k £23.86k N/A
Expenditure - Grants institution N/A £0 £0 £0 N/A
Expenditure - Investment management N/A £11.55k £13.29k £12.99k N/A
Expenditure - Other N/A £0 £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 31 March 2024 30 October 2024 On Time
Accounts and TAR 31 March 2024 30 October 2024 On Time Download Open in new window
Annual return 31 March 2023 25 October 2023 On Time
Accounts and TAR 31 March 2023 25 October 2023 On Time Download Open in new window
Annual return 31 March 2022 03 November 2022 On Time
Accounts and TAR 31 March 2022 15 March 2023 43 days late Download Open in new window
Annual return 31 March 2021 01 September 2021 On Time
Accounts and TAR 31 March 2021 01 September 2021 On Time Download Open in new window
Annual return 31 March 2020 30 September 2020 On Time
Accounts and TAR 31 March 2020 30 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.

SCHEME DATED 29/05/1991 AS AMENDED BY SCHEME DATED 18/02/2015 AS AMENDED ON 28 JUL 2016 AS AMENDED BY SCHEME DATED 09 FEB 2021

Charitable objects

THE MANAGING TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY AND, AT THEIR DISCRETION, THE WHOLE OR ANY PART OF ITS CAPITAL IN: A) RELIEVING NEED AMONGST MEMBERS OF THE CATENIAN ASSOCIATION, THE DEPENDANTS OF MEMBERS OF THE CATENIAN ASSOCIATION, THE DEPENDANTS OF FORMER MEMBERS OF THE CATENIAN ASSOCIATION AND THE DEPENDANTS OF DECEASED MEMBERS OF THE CATENIAN ASSOCIATION, WHO ARE (IN EACH CASE) IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS (THE "PRIMARY CLASS OF BENEFICIARIES"), BY MAKING GRANTS OF MONEY OR PROVIDING LOANS, WHETHER SECURED OR UNSECURED AND EITHER WITHOUT INTEREST OR AT SUCH RATE OF INTEREST AS THE MANAGING TRUSTEES MAY DECIDE, OR PROVIDING ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS (WHETHER BY PAYMENT FOR OR TOWARDS OR REIMBURSEMENT OF ALL OR PART OF THE COST OF SUCH ITEMS, SERVICES OR FACILITIES, OR OTHERWISE); B) IF AND TO THE EXTENT TO WHICH THE RESOURCES OF THE CHARITY ARE NOT USED FOR THE PURPOSE SET OUT IN A), RELIEVING NEED, HARDSHIP OR DISTRESS AMONG OTHER MEMBERS OF THE PUBLIC, BY SUPPORTING SUCH ROMAN CATHOLIC CHARITIES AS THE MANAGING TRUSTEES MAY SELECT, IN PARTICULAR BY MAKING GRANTS OF MONEY OR PROVIDING LOANS, WHETHER SECURED OR UNSECURED AND EITHER WITHOUT INTEREST OR AT SUCH RATE OF INTEREST AS THE MANAGING TRUSTEES MAY DECIDE; AND C) IF AND TO THE EXTENT TO WHICH THE RESOURCES OF THE CHARITY ARE NOT USED FOR THE PURPOSES SET OUT IN A) AND B), RELIEVING NEED, HARDSHIP OR DISTRESS AMONG OTHER MEMBERS OF THE PUBLIC BY SUPPORTING SUCH OTHER CHARITIES AS THE MANAGING TRUSTEES MAY SELECT, IN PARTICULAR BY MAKING GRANTS OF MONEY OR PROVIDING LOANS, WHETHER SECURED OR UNSECURED AND EITHER WITHOUT INTEREST OR AT SUCH RATE OF INTEREST AS THE MANAGING TRUSTEES MAY DECIDE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Unit 5
Oak Court
Pilgrims Walk
Prologis Park
COVENTRY
CV6 4QH
Phone:
01257462344
Email:
clerk@catenianbenevolence.org
Website:

www.catenianbenevolence.org Open in new window