PROVISION TRADE BENEVOLENT INSTITUTION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 10 October 1962
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £56,071
Latest expenditure: £67,553
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: PROVISION TRADE BENEVOLENT INST, 17 CLERKENWELL GREEN, LONDON, EC1R 0DP

Website recorded by the regulator: www.ptbi.org.uk (displayed as text)

02 Activities

What the charity does

To provide financial assistance to former employees of the provision and allied trades together with their surviving widows and widowers

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 23 July 2026
Date Accounts Received: 23 July 2026
Total Gross Income: £56,071
Total Gross Expenditure: £67,553

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 21 July 2025
Date Accounts Received: 21 July 2025
Total Gross Income: £54,402
Total Gross Expenditure: £71,966

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 10 July 2024
Date Accounts Received: 10 July 2024
Total Gross Income: £54,941
Total Gross Expenditure: £74,381

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 25 August 2023
Date Accounts Received: 25 August 2023
Total Gross Income: £46,530
Total Gross Expenditure: £81,978

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 24 August 2022
Date Accounts Received: 24 August 2022
Total Gross Income: £44,286
Total Gross Expenditure: £64,824

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 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 23 July 2026
Total Gross Income: £56,071
Total Gross Expenditure: £67,553
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 21 July 2025
Total Gross Income: £54,402
Total Gross Expenditure: £71,966
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 10 July 2024
Total Gross Income: £54,941
Total Gross Expenditure: £74,381
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 25 August 2023
Total Gross Income: £46,530
Total Gross Expenditure: £81,978
Charity Raises Funds From Public: 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

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 24 August 2022
Total Gross Income: £44,286
Total Gross Expenditure: £64,824
Charity Raises Funds From Public: 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 Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

07 Official extract

Charity Event History

Charity Name: PROVISION TRADE BENEVOLENT INSTITUTION
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2022-02-01T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 224918
Assoc Registered Charity Number: 224918
Assoc Charity Name: LIVERPOOL PROVISION TRADE GUILD

Charity Name: PROVISION TRADE BENEVOLENT INSTITUTION
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2018-10-08T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 244729
Assoc Registered Charity Number: 244729
Assoc Charity Name: THE MANCHESTER PROVISION TRADE GUILD

Charity Name: PROVISION TRADE BENEVOLENT INSTITUTION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-10-10T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: RULES 27TH APRIL 1954 AS AMENDED 3RD MAY 1957, 8TH MAY 1959, 1ST MAY 1981 AND 25TH FEBRUARY 1983, AS AMENDED AT A SPECIAL GENERAL MEETING DATED 13TH JULY 2004
Charitable Objects: TO AID NECESSITOUS PERSONS IN THE PROVISION TRADE AND THEIR WIDOWS BY WAY OF PENSIONS, GRANTS AND OTHER PAYMENTS.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 298004
Charity Name Type: Working name
Charity Name: P T B I

Charity Name Id: 298016
Charity Name Type: Working name
Charity Name: THE PROVISION TRADE CHARITY

10 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment