CCEW Charity Commission profile

BEN - MOTOR AND ALLIED TRADES BENEVOLENT FUND

Registered charity 297877 · organisation 297877

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
2 November 1987
Removed
Not supplied
Company number supplied
02163894
Financial period
1 April 2024 – 31 March 2025
Latest income
£19,457,000
Latest expenditure
£21,110,000
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: c/o Blandy & Blandy, 1 Friar Street, READING, Berkshire, RG1 1DA

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

02 Activities

What the charity does

BEN provides financial support and facilities to people and their close dependants, resident in the UK or the Republic of Ireland, who are working or have worked in a qualifying trade or industry.BEN currently operates Welfare Offices in Ascot, Birmingham, Northern England and Scotland; Nursing and Residential Centres in Ascot, Rugby, and Berwick-upon-Tweed; Day Care Centre in Coventry.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
27 January 2026
Date Accounts Received
27 January 2026
Total Gross Income
£19,457,000
Total Gross Expenditure
£21,110,000
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
6 December 2024
Date Accounts Received
6 December 2024
Total Gross Income
£20,533,000
Total Gross Expenditure
£22,420,000
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
22 December 2023
Date Accounts Received
22 December 2023
Total Gross Income
£18,932,000
Total Gross Expenditure
£20,522,000
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
16 December 2022
Date Accounts Received
16 December 2022
Total Gross Income
£16,587,000
Total Gross Expenditure
£17,670,000
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
8 September 2021
Date Accounts Received
8 September 2021
Total Gross Income
£17,079,000
Total Gross Expenditure
£17,396,000

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 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
27 January 2026
Total Gross Income
£19,457,000
Total Gross Expenditure
£21,110,000
Grant Making Is Main Activity
No
Count Govt Contracts
254
Count Govt Grants
£0
Income From Government Contracts
5406401
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
6
Count Salary Band 70001 80000
3
Count Salary Band 80001 90000
2
Count Salary Band 90001 100000
1
Count Salary Band 100001 110000
2
Count Salary Band 110001 120000
2
Count Salary Band 140001 150000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
6 December 2024
Total Gross Income
£20,533,000
Total Gross Expenditure
£22,420,000
Grant Making Is Main Activity
No
Count Govt Contracts
277
Count Govt Grants
£0
Income From Government Contracts
5652793
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
5
Count Salary Band 70001 80000
4
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
2
Count Salary Band 110001 120000
1
Count Salary Band 140001 150000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
22 December 2023
Total Gross Income
£18,932,000
Total Gross Expenditure
£20,522,000
Grant Making Is Main Activity
No
Count Govt Contracts
166
Count Govt Grants
£0
Income From Government Contracts
4191313
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
5
Count Salary Band 70001 80000
4
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
2
Count Salary Band 130001 140000
1
Count Salary Band 140001 150000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
16 December 2022
Total Gross Income
£16,587,000
Total Gross Expenditure
£17,670,000
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
191
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£28
Income From Government Contracts
3724857
Income From Government Grants
£344,486
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
Yes
Count Salary Band 60001 70000
6
Count Salary Band 70001 80000
3
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
4
Count Salary Band 120001 130000
1
Count Salary Band 140001 150000
1
Count Salary Band 150001 200000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
8 September 2021
Total Gross Income
£17,079,000
Total Gross Expenditure
£17,396,000
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
130
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£41
Income From Government Contracts
3493832
Income From Government Grants
£597,296
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
Yes
Count Salary Band 60001 70000
8
Count Salary Band 70001 80000
1
Count Salary Band 80001 90000
2
Count Salary Band 90001 100000
4
Count Salary Band 120001 130000
1
Count Salary Band 130001 140000
1
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 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
27 January 2026
Income Donations And Legacies
3603000
Income Other Trading Activities
212000
Income Charitable Activities
15129000
Income Investments
513000
Income Other
0
Income Total Income And Endowments
19457000
Income Legacies
641000
Income Endowments
0
Expenditure Raising Funds
£1,222,000
Expenditure Charitable Expenditure
£19,888,000
Expenditure Other
0
Expenditure Total
21110000
Expenditure Investment Management
12168
Expenditure Grants Institution
0
Expenditure Governance
1287000
Expenditure Support Costs
3233000
Expenditure Depreciation
867000
Gain Loss Investment
515000
Gain Loss Pension Fund
61000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,488,000
Assets Total Fixed
33813000
Assets Own Use
28415000
Assets Long Term Investment
5398000
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,781,000
Assets Total Liabilities
£2,951,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£38,643,000
Creditors One Year Total Current
1735000
Creditors Falling Due After One Year
1216000
Assets Cash
£2,767,000
Funds Endowment
0
Funds Unrestricted
38614000
Funds Restricted
29000
Funds Total
38643000
Count Employees
324
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
6 December 2024
Income Donations And Legacies
3228000
Income Other Trading Activities
295000
Income Charitable Activities
16660000
Income Investments
346000
Income Other
4000
Income Total Income And Endowments
20533000
Income Legacies
47000
Income Endowments
0
Expenditure Raising Funds
£1,315,000
Expenditure Charitable Expenditure
£21,105,000
Expenditure Other
0
Expenditure Total
22420000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
200000
Expenditure Support Costs
2199000
Expenditure Depreciation
1912000
Gain Loss Investment
-5411000
Gain Loss Pension Fund
236000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,551,000
Assets Total Fixed
33582000
Assets Own Use
28066000
Assets Long Term Investment
5516000
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,908,000
Assets Total Liabilities
£1,770,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£39,720,000
Creditors One Year Total Current
1770000
Creditors Falling Due After One Year
0
Assets Cash
£1,861,000
Funds Endowment
0
Funds Unrestricted
39689000
Funds Restricted
31000
Funds Total
39720000
Count Employees
331
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
22 December 2023
Income Donations And Legacies
3250000
Income Other Trading Activities
315000
Income Charitable Activities
15137000
Income Investments
230000
Income Other
0
Income Total Income And Endowments
18932000
Income Legacies
191000
Income Endowments
0
Expenditure Raising Funds
£1,465,000
Expenditure Charitable Expenditure
£19,057,000
Expenditure Other
0
Expenditure Total
20522000
Expenditure Investment Management
32000
Expenditure Grants Institution
0
Expenditure Governance
1830000
Expenditure Support Costs
1962000
Expenditure Depreciation
1059000
Gain Loss Investment
418000
Gain Loss Pension Fund
182000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,389,000
Assets Total Fixed
39990000
Assets Own Use
29066000
Assets Long Term Investment
10924000
Defined Benefit Pension Scheme
0
Assets Other Assets
£9,597,000
Assets Total Liabilities
£2,805,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£46,782,000
Creditors One Year Total Current
2805000
Creditors Falling Due After One Year
0
Assets Cash
£2,761,000
Funds Endowment
0
Funds Unrestricted
46766000
Funds Restricted
16000
Funds Total
46782000
Count Employees
304
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
16 December 2022
Income Donations And Legacies
3530000
Income Other Trading Activities
177000
Income Charitable Activities
12767000
Income Investments
113000
Income Other
0
Income Total Income And Endowments
16587000
Income Legacies
66000
Income Endowments
0
Expenditure Raising Funds
£1,098,000
Expenditure Charitable Expenditure
£16,491,000
Expenditure Other
81000
Expenditure Total
17670000
Expenditure Investment Management
23984
Expenditure Grants Institution
0
Expenditure Governance
65000
Expenditure Support Costs
2136000
Expenditure Depreciation
740000
Gain Loss Investment
1167000
Gain Loss Pension Fund
-277000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,700,000
Assets Total Fixed
34989000
Assets Own Use
24778000
Assets Long Term Investment
10211000
Defined Benefit Pension Scheme
0
Assets Other Assets
£15,045,000
Assets Total Liabilities
£2,262,000
Assets Current Investment
3074000
Assets Total Assets And Liabilities
£47,772,000
Creditors One Year Total Current
2262000
Creditors Falling Due After One Year
0
Assets Cash
£5,231,000
Funds Endowment
0
Funds Unrestricted
47747000
Funds Restricted
25000
Funds Total
47772000
Count Employees
322
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
8 September 2021
Income Donations And Legacies
3033000
Income Other Trading Activities
52000
Income Charitable Activities
13895000
Income Investments
95000
Income Other
4000
Income Total Income And Endowments
17079000
Income Legacies
11000
Income Endowments
0
Expenditure Raising Funds
£1,112,000
Expenditure Charitable Expenditure
£16,268,000
Expenditure Other
16000
Expenditure Total
17396000
Expenditure Investment Management
26913
Expenditure Grants Institution
0
Expenditure Governance
46000
Expenditure Support Costs
2364000
Expenditure Depreciation
730000
Gain Loss Investment
1523000
Gain Loss Pension Fund
-297000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£8,381,000
Assets Total Fixed
30933000
Assets Own Use
21935000
Assets Long Term Investment
8998000
Defined Benefit Pension Scheme
0
Assets Other Assets
£18,697,000
Assets Total Liabilities
£1,665,000
Assets Current Investment
3067000
Assets Total Assets And Liabilities
£47,965,000
Creditors One Year Total Current
1665000
Creditors Falling Due After One Year
0
Assets Cash
£10,055,000
Funds Endowment
0
Funds Unrestricted
47930000
Funds Restricted
35000
Funds Total
47965000
Count Employees
349
Consolidated 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
Geographic Area Type
Country
Geographic Area Description
Ireland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
116
Classification Type
What
Classification Description
Recreation
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities

08 Official extract

Charity Event History

Charity Name
BEN - MOTOR AND ALLIED TRADES BENEVOLENT FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1987-11-02T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 14/09/1987AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/11/1990AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23/07/1992AS AMENDED BY SPECIAL RESOLUTION(S) DATED 25/08/1994AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23/01/1997AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/04/2007AS AMENDED BY SPECIAL RESOLUTION(S) DATED 25/09/2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/04/2013 as amended on 26 Apr 2018 as amended on 05 Jul 2018
Charitable Objects
Objects3.1. The Objects of the Charity are the prevention and relief of distress, sickness and poor health (whether mental or physical) and financial hardship by the provision of health and wellbeing services including advice, financial support and grants, health and wellness training, and information and literature3.1.1. primarily to those persons who are resident in the Area of Benefit (defined below); and3.1.2. who are working or who have worked in a qualifying trade or industry (defined below); or3.1.3. who are close dependants (defined below) of any person who satisfies the criteria in articles 3.1.2 and 3.1.3.and persons who fall within the criteria in articles 3.1.1, 3.1.2 and 3.1.3 are the Primary Beneficiaries3.1.4. and otherwise for the benefit of any persons who are not Primary Beneficiaries, but who are resident in the Area of BenefitFor the purposes of these Objects:3.2. the Area of Benefit shall mean England, Scotland, Wales, Northern Ireland and the Republic of Ireland3.3. a qualifying trade or industry shall mean motor, engineering and allied trades and industries, including any trade business occupation profession or association which provides financial, insurance or other services or which originates or publishes material relating to those trades or industries or whose activities or any of them are ancillary to or connected with those trades or industries. The term ‘motor, engineering and allied trades and industries’ shall include any individual or body engaged in the manufacture, sale, repair or service of commercial vehicles, garage and service equipment, motor cars and coaches, motor bicycles, lubricants or propulsion fuel for any of them and the component parts of any of them or, in the case of an individual or body only partly so engaged, only those engaged solely in those activities; and3.4. a close dependent shall mean an individual who relies on a person who satisfies the criteria in articles 3.1.1 and 3.1.2 for financial or other support and includes the spouse or partner, parent, child, sibling, grandparent or grandchild (by blood or marriage) of that person
Area Of Benefit
NATIONAL

10 Official extract

Charity Other Names

Charity Name Id
174464
Charity Name Type
Working name
Charity Name
BEN

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission
Regulator Order
2
Regulator Name
Homes England

12 Official extract

Charity Policy

Policy Name
Trustee expenses policy and procedures
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Conflicting interests
Policy Name
Social media policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Serious incident reporting policy and procedures
Policy Name
Paying staff
Policy Name
Investing charity funds policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Complaints handling
Policy Name
Bullying and harassment policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Risk management
Policy Name
Volunteer management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Internal risk management policy and procedures