01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 21 July 1964
- Removed
- Not supplied
- Company number supplied
- 00153719
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £626,854
- Latest expenditure
- £219,088
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 4th Floor, Melbourne Buildings, 21 North John Street, Liverpool, Merseyside, L2 5QU
02 Activities
What the charity does
The Society exists to recognise those who have worked within the commerce of shipbroking and shipowning and are in need of assistance; to provide financial assistance where appropriate and provide friendship, care and support where financial assistance is not required; and to provide support, financial or otherwise, to the spouses, widowers, widows, children or dependents of such persons
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
- 26 October 2026
- Date Accounts Received
- 26 October 2026
- Total Gross Income
- £626,854
- Total Gross Expenditure
- £219,088
- 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
- 14 October 2025
- Date Accounts Received
- 14 October 2025
- Total Gross Income
- £485,458
- Total Gross Expenditure
- £192,640
- 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
- 21 October 2024
- Date Accounts Received
- 21 October 2024
- Total Gross Income
- £195,687
- Total Gross Expenditure
- £236,284
- 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
- 16 October 2023
- Date Accounts Received
- 16 October 2023
- Total Gross Income
- £190,801
- Total Gross Expenditure
- £376,038
- 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
- 30 September 2022
- Date Accounts Received
- 21 October 2022
- Total Gross Income
- £168,986
- Total Gross Expenditure
- £376,694
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
- 26 October 2026
- Total Gross Income
- £626,854
- Total Gross Expenditure
- £219,088
- 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
- 14 October 2025
- Total Gross Income
- £485,458
- Total Gross Expenditure
- £192,640
- 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
- 21 October 2024
- Total Gross Income
- £195,687
- Total Gross Expenditure
- £236,284
- 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
- 16 October 2023
- Total Gross Income
- £190,801
- Total Gross Expenditure
- £376,038
- 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
- Yes
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- 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
- 30 September 2022
- Total Gross Income
- £168,986
- Total Gross Expenditure
- £376,694
- 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
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 26 October 2026
- Income Donations And Legacies
- 18
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 626854
- Income Other
- 0
- Income Total Income And Endowments
- 626872
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £26,441
- Expenditure Charitable Expenditure
- £175,223
- Expenditure Other
- 17424
- Expenditure Total
- 219088
- Expenditure Investment Management
- 26441
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 17424
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 173
- Gain Loss Investment
- 301312
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £8,314,201
- Assets Total Fixed
- 7971405
- Assets Own Use
- 964
- Assets Long Term Investment
- 7970441
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £361,187
- Assets Total Liabilities
- £18,391
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £8,314,201
- Creditors One Year Total Current
- 18391
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £357,300
- Funds Endowment
- 0
- Funds Unrestricted
- 8314201
- Funds Restricted
- 0
- Funds Total
- 8314201
- Count Employees
- 1
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Wirral
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Liverpool City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Sefton
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Knowsley
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- St Helens
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
08 Official extract
Charity Event History
- Charity Name
- LIVERPOOL SHIPBROKERS' BENEVOLENT SOCIETY INCORPORATED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1964-07-21T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 19 MARCH 1919 AS AMENDED BY SPECIAL RESOLUTIONS DATED 3 JUNE 1970.
- Charitable Objects
- TO GRANT RELIEF DURING GOOD BEHAVIOUR EITHER BY PENSIONS OR DONATIONS, FIRSTLY: TO DESERVING AND NECESSITOUS PERSONS WHO HAVE BEEN MEMBERS OF THE SOCIETY AND THEIR WIVES AND FAMILIES AND THE NECESSITOUS WIDOWS AND FAMILIES OF DECEASED MEMBERS; SECONDLY: TO PERSONS WHO AT ANY TIME HAVE BEEN ENGAGED IN THE BUSINESS OF SHIPBROKERS AND/OR SHIPOWNERS OR BUSINESSES DIRECTLY CONNECTED THEREWITH (EITHER AS PRINCIPALS, MANAGERS OR AS CLERICAL STAFF) IN THE CITY OR PORT OF LIVERPOOL, INCLUDING MEMBERS OF THE LIVERPOOL SHIPPING STAFFS ASSOCIATION NOT BEING AT THE TIME OF THE GRANT MEMBERS OF THE SOCIETY WHO ARE IN THE OPINION OF THE COUNCIL IN NEED OF ASSISTANCE, AND THE WIVES, WIDOWS, CHILDREN OR DEPENDANTS OF SUCH PERSONS.
- Area Of Benefit
- LIVERPOOL AND ELSEWHERE
10 Official extract
Charity Policy
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Conflicting interests
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Risk management
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment