01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 1 April 1963
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £1,550,726
- Latest expenditure
- £1,077,964
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Room 4208, Bristol CTE, Marsh Street, BRISTOL, BS1 4AY
Website recorded by the regulator: www.benevolent.bt.com (displayed as text)
02 Activities
What the charity does
The object of the charity, as set out in its constitution, is the relief of financial hardship among BT employees past and present and their dependants and this is the principle activity.
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
- 10 August 2026
- Date Accounts Received
- 10 August 2026
- Total Gross Income
- £1,550,726
- Total Gross Expenditure
- £1,077,964
- 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
- 19 September 2025
- Date Accounts Received
- 19 September 2025
- Total Gross Income
- £1,219,135
- Total Gross Expenditure
- £982,484
- 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
- 19 August 2024
- Date Accounts Received
- 19 August 2024
- Total Gross Income
- £1,257,273
- Total Gross Expenditure
- £1,005,243
- 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
- £1,193,636
- Total Gross Expenditure
- £808,087
- 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
- 22 August 2022
- Date Accounts Received
- 22 August 2022
- Total Gross Income
- £1,122,575
- Total Gross Expenditure
- £772,611
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
- 10 August 2026
- Total Gross Income
- £1,550,726
- Total Gross Expenditure
- £1,077,964
- 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
- 19 September 2025
- Total Gross Income
- £1,219,135
- Total Gross Expenditure
- £982,484
- 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
- 19 August 2024
- Total Gross Income
- £1,257,273
- Total Gross Expenditure
- £1,005,243
- 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
- £1,193,636
- Total Gross Expenditure
- £808,087
- 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
- 22 August 2022
- Total Gross Income
- £1,122,575
- Total Gross Expenditure
- £772,611
- 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 Annual Return Partb
- 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
- 10 August 2026
- Income Donations And Legacies
- 1338870
- Income Other Trading Activities
- 27264
- Income Charitable Activities
- 0
- Income Investments
- 184592
- Income Other
- 0
- Income Total Income And Endowments
- 1550726
- Income Legacies
- 320868
- Income Endowments
- 0
- Expenditure Raising Funds
- £104,526
- Expenditure Charitable Expenditure
- £973,438
- Expenditure Other
- 0
- Expenditure Total
- 1077964
- Expenditure Investment Management
- 32750
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 30286
- Expenditure Support Costs
- 233781
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 710638
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £7,247,682
- Assets Total Fixed
- 7229921
- Assets Own Use
- 0
- Assets Long Term Investment
- 7229921
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,261,020
- Assets Total Liabilities
- £51,768
- Assets Current Investment
- 1084820
- Assets Total Assets And Liabilities
- £8,439,173
- Creditors One Year Total Current
- 51768
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £61,167
- Funds Endowment
- 568241
- Funds Unrestricted
- 7247682
- Funds Restricted
- 623250
- Funds Total
- 8439173
- Count Employees
- 7
- Charity Only Accounts
- Yes
- 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
- 19 September 2025
- Income Donations And Legacies
- 1005559
- Income Other Trading Activities
- 24862
- Income Charitable Activities
- 0
- Income Investments
- 188714
- Income Other
- 0
- Income Total Income And Endowments
- 1219135
- Income Legacies
- 9966
- Income Endowments
- 0
- Expenditure Raising Funds
- £100,624
- Expenditure Charitable Expenditure
- £881,860
- Expenditure Other
- 0
- Expenditure Total
- 982484
- Expenditure Investment Management
- 30478
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 28341
- Expenditure Support Costs
- 219880
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 435634
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £6,178,079
- Assets Total Fixed
- 6346832
- Assets Own Use
- 0
- Assets Long Term Investment
- 6346832
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £950,614
- Assets Total Liabilities
- £41,673
- Assets Current Investment
- 743014
- Assets Total Assets And Liabilities
- £7,255,773
- Creditors One Year Total Current
- 41673
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £91,386
- Funds Endowment
- 568241
- Funds Unrestricted
- 6178079
- Funds Restricted
- 509453
- Funds Total
- 7255773
- Count Employees
- 7
- Charity Only Accounts
- Yes
- 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
- 19 August 2024
- Income Donations And Legacies
- 1063516
- Income Other Trading Activities
- 26226
- Income Charitable Activities
- 0
- Income Investments
- 167531
- Income Other
- 0
- Income Total Income And Endowments
- 1257273
- Income Legacies
- 84698
- Income Endowments
- 0
- Expenditure Raising Funds
- £94,751
- Expenditure Charitable Expenditure
- £910,492
- Expenditure Other
- 0
- Expenditure Total
- 1005243
- Expenditure Investment Management
- 26151
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 32758
- Expenditure Support Costs
- 211459
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 197786
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £5,576,199
- Assets Total Fixed
- 5835971
- Assets Own Use
- 0
- Assets Long Term Investment
- 5835971
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £788,917
- Assets Total Liabilities
- £41,400
- Assets Current Investment
- 524103
- Assets Total Assets And Liabilities
- £6,583,488
- Creditors One Year Total Current
- 41400
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £147,308
- Funds Endowment
- 568241
- Funds Unrestricted
- 5576199
- Funds Restricted
- 439048
- Funds Total
- 6583488
- Count Employees
- 7
- Charity Only Accounts
- Yes
- 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
- Income Donations And Legacies
- 1037500
- Income Other Trading Activities
- 24328
- Income Charitable Activities
- 0
- Income Investments
- 131808
- Income Other
- 0
- Income Total Income And Endowments
- 1193636
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £90,461
- Expenditure Charitable Expenditure
- £717,626
- Expenditure Other
- 0
- Expenditure Total
- 808087
- Expenditure Investment Management
- 25852
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 29666
- Expenditure Support Costs
- 194119
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -330369
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £5,154,653
- Assets Total Fixed
- 5263544
- Assets Own Use
- 0
- Assets Long Term Investment
- 5263544
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £903,691
- Assets Total Liabilities
- £33,563
- Assets Current Investment
- 596644
- Assets Total Assets And Liabilities
- £6,133,672
- Creditors One Year Total Current
- 33563
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £192,344
- Funds Endowment
- 568241
- Funds Unrestricted
- 5154653
- Funds Restricted
- 410778
- Funds Total
- 6133672
- Count Employees
- 7
- Charity Only Accounts
- Yes
- 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
- 22 August 2022
- Income Donations And Legacies
- 994870
- Income Other Trading Activities
- 31389
- Income Charitable Activities
- 0
- Income Investments
- 96316
- Income Other
- 0
- Income Total Income And Endowments
- 1122575
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £85,412
- Expenditure Charitable Expenditure
- £687,199
- Expenditure Other
- 0
- Expenditure Total
- 772611
- Expenditure Investment Management
- 22915
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 29180
- Expenditure Support Costs
- 188234
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 486618
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £5,047,436
- Assets Total Fixed
- 5364495
- Assets Own Use
- 0
- Assets Long Term Investment
- 5364495
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £757,300
- Assets Total Liabilities
- £43,303
- Assets Current Investment
- 344896
- Assets Total Assets And Liabilities
- £6,078,492
- Creditors One Year Total Current
- 43303
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £297,220
- Funds Endowment
- 568241
- Funds Unrestricted
- 5047436
- Funds Restricted
- 462815
- Funds Total
- 6078492
- Count Employees
- 7
- 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
- Region
- Geographic Area Description
- Throughout England And Wales
- 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
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
08 Official extract
Charity Event History
- Charity Name
- BT BENEVOLENT FUND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1963-04-01T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- RULES ADOPTED 10 NOV 1981AS AMENDED ON 16 JUL 1987AS AMENDED ON 08 JUL 1988AS AMENDED ON 20 APR 1989AS AMENDED ON 26 JUL 1990AS AMENDED ON 09 JUL 1992AS AMENDED ON 03 JUL 1996AS AMENDED ON 13 JUN 2005AS AMENDED ON 30 JUL 2014 as amended on 01 Sept 2025
- Charitable Objects
- TO THE RELIEF (BY WAY OF A GIFT OR IN SUCH MANNER AS THE COMMITTEE MAY DECIDE) OF CASES OF DISTRESS CAUSED BY:- (1) THE DECEASE OF PRESENT OR PAST MEMBERS OF THE STAFF OF BRITISH TELECOMMUNICATIONS AND/OR BRITISH TELECOMMUNICATIONS PLC OR PAST MEMBERS OF THE CLERICAL OR TECHNICAL STAFF OF THE POSTMASTER GENERAL OR OF PRESENT AND PAST MEMBERS OF THE BRITISH TELECOMMUNICATIONS STAFF SUPERANNUATION SCHEME OR THE BRITISH TELECOMMUNICATIONS PLC NEW PENSION SCHEME OR OF PAST MEMBERS OF THE CLERICAL OR TECHNICAL STAFF OF THE POST OFFICE WHO WERE SUBSCRIBERS TO THE FUND ON 31ST OCTOBER 1986. (2) THE RETIREMENT OF ANY PERSONS MENTIONED IN (1) ABOVE FROM THE SERVICE OF BRITISH TELECOMMUNICATIONS, BRITISH TELECOMMUNICATIONS PLC, THE POST OFFICE, THE DEPARTMENT OF THE POSTMASTER GENERAL, THE MINISTRY OF POST AND TELECOMMUNICATIONS, THE DEPARTMENT OF NATIONAL SAVINGS OR ANY GOVERNMENT DEPARTMENT TO WHICH SUCH PERSONS SHALL HAVE BEEN TRANSFERRED AFTER SERVICE IN THE SAID MINISTRY OR THE SAID DEPARTMENT (3) THE REDUCTION OF PAY OF ANY PERSONS MENTIONED IN (1) ABOVE OWING TO PROLONGED SICK LEAVE WHILE THEY ARE SERVING WITH BRITISH TELECOMMUNICATIONS PLC, THE POST OFFICE, THE DEPARTMENT OF NATIONAL SAVINGS OR ANY GOVERNMENT DEPARTMENTS TO WHICH SUCH PERSONS SHALL HAVE BEEN TRANSFERRED AFTER SERVICE IN THE SAID DEPARTMENT OR IN THE MINISTRY OF POSTS AND TELECOMMUNICATIONS. (4) OTHER CIRCUMSTANCES ADVERSELY AFFECTING SUCH PERSONS OR THEIR DEPENDANTS.
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 89604
- Charity Name Type
- Previous name
- Charity Name
- BRITISH TELECOM BENEVOLENT FUND
11 Official extract
Charity Policy
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Risk management
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Complaints handling
- Policy Name
- Social media policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Investment
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Serious incident reporting policy and procedures