01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 18 May 1995
- Removed
- Not supplied
- Company number supplied
- 03053290
- Financial period
- 1 September 2024 – 31 August 2025
- Latest income
- £705,115
- Latest expenditure
- £598,796
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Boots Benevolent Fund, D90 Support Office, 1 Thane Road, Nottingham, NG90 1BS
02 Activities
What the charity does
The objective of the Fund is to relieve poverty among and provide assistance to employees and their dependents or immediate relatives of Alliance Boots or persons or their dependents or immediate relatives who have at any time been employed by Alliance Boots.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 June 2026
- Date Annual Return Received
- 15 June 2026
- Date Accounts Received
- 15 June 2026
- Total Gross Income
- £705,115
- Total Gross Expenditure
- £598,796
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 June 2025
- Date Annual Return Received
- 27 May 2025
- Date Accounts Received
- 27 May 2025
- Total Gross Income
- £662,362
- Total Gross Expenditure
- £532,802
- Fin Period Start Date
- 1 September 2022
- Fin Period End Date
- 31 August 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 June 2024
- Date Annual Return Received
- 29 May 2024
- Date Accounts Received
- 29 May 2024
- Total Gross Income
- £919,235
- Total Gross Expenditure
- £513,721
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 31 August 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 June 2023
- Date Annual Return Received
- 26 June 2023
- Date Accounts Received
- 26 June 2023
- Total Gross Income
- £450,486
- Total Gross Expenditure
- £291,886
- Fin Period Start Date
- 1 September 2020
- Fin Period End Date
- 31 August 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 June 2022
- Date Annual Return Received
- 15 June 2022
- Date Accounts Received
- 15 June 2022
- Total Gross Income
- £408,969
- Total Gross Expenditure
- £240,342
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 15 June 2026
- Total Gross Income
- £705,115
- Total Gross Expenditure
- £598,796
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 40
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Due Date
- 30 June 2025
- Ar Received Date
- 27 May 2025
- Total Gross Income
- £662,362
- Total Gross Expenditure
- £532,802
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 20
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 September 2022
- Fin Period End Date
- 31 August 2023
- Ar Due Date
- 30 June 2024
- Ar Received Date
- 29 May 2024
- Total Gross Income
- £919,235
- Total Gross Expenditure
- £513,721
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 25
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 31 August 2022
- Ar Due Date
- 30 June 2023
- Ar Received Date
- 26 June 2023
- Total Gross Income
- £450,486
- Total Gross Expenditure
- £291,886
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 5
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 September 2020
- Fin Period End Date
- 31 August 2021
- Ar Due Date
- 30 June 2022
- Ar Received Date
- 15 June 2022
- Total Gross Income
- £408,969
- Total Gross Expenditure
- £240,342
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 15 June 2026
- Income Donations And Legacies
- 655413
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 49702
- Income Other
- 0
- Income Total Income And Endowments
- 705115
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £27,379
- Expenditure Charitable Expenditure
- £571,376
- Expenditure Other
- 41
- Expenditure Total
- 598796
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 293632
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -36202
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,332,181
- Assets Total Fixed
- 1393927
- Assets Own Use
- 0
- Assets Long Term Investment
- 1393927
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £948,113
- Assets Total Liabilities
- £9,859
- Assets Current Investment
- 67993
- Assets Total Assets And Liabilities
- £2,332,181
- Creditors One Year Total Current
- 9859
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £880,120
- Funds Endowment
- 0
- Funds Unrestricted
- 2332181
- Funds Restricted
- 0
- Funds Total
- 2332181
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Due Date
- 30 June 2025
- Ar Received Date
- 27 May 2025
- Income Donations And Legacies
- 612306
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 50056
- Income Other
- 0
- Income Total Income And Endowments
- 662362
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £8,504
- Expenditure Charitable Expenditure
- £524,235
- Expenditure Other
- 63
- Expenditure Total
- 532802
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 295846
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 115697
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,258,909
- Assets Total Fixed
- 1320129
- Assets Own Use
- 0
- Assets Long Term Investment
- 1320129
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £949,464
- Assets Total Liabilities
- £7,529
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,262,064
- Creditors One Year Total Current
- 7529
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £821,842
- Funds Endowment
- 0
- Funds Unrestricted
- 3155
- Funds Restricted
- 2258909
- Funds Total
- 2262064
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 September 2022
- Fin Period End Date
- 31 August 2023
- Ar Due Date
- 30 June 2024
- Ar Received Date
- 29 May 2024
- Income Donations And Legacies
- 886149
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 33086
- Income Other
- 0
- Income Total Income And Endowments
- 919235
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £9,806
- Expenditure Charitable Expenditure
- £503,868
- Expenditure Other
- 47
- Expenditure Total
- 513721
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 285015
- Expenditure Support Costs
- 285015
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -466
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,013,652
- Assets Total Fixed
- 1204432
- Assets Own Use
- 0
- Assets Long Term Investment
- 1204432
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £822,061
- Assets Total Liabilities
- £9,686
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,016,807
- Creditors One Year Total Current
- 9686
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £757,385
- Funds Endowment
- 0
- Funds Unrestricted
- 2013652
- Funds Restricted
- 3155
- Funds Total
- 2016807
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Northern Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 310
- Classification Type
- How
- Classification Description
- Other Charitable Activities
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 303
- Classification Type
- How
- Classification Description
- Provides Other Finance
08 Official extract
Charity Event History
- Charity Name
- BOOTS BENEVOLENT FUND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1995-05-18T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 04/05/1995AS AMENDED BY SPECIAL RESOLUTION(S) DATED 07/04/2010AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 26/10/2011
- Charitable Objects
- TO RELIEVE POVERTY AMONG AND PROVIDE ASSISTANCE TO EMPLOYEES AND THEIR DEPENDANTS OR IMMEDIATE RELATIVES OF ALLIANCE BOOTS OR PERSONS OR THEIR DEPENDANTS OR IMMEDIATE RELATIVES WHO HAVE AT ANY TIME BEEN EMPLOYED BY ALLIANCE BOOTS
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 252244
- Charity Name Type
- Working name
- Charity Name
- BENNY FUND
- Charity Name Id
- 252246
- Charity Name Type
- Previous name
- Charity Name
- THE BOOTS GROUP BENEVOLENT FUND
11 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Investment
- Policy Name
- Complaints policy and procedures
- Policy Name
- Financial reserves policy and procedures