CIBSE BENEVOLENT FUND TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 21 August 2006
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £69,135
Latest expenditure: £73,500
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: CIBSE Benevolent Fund, 91-94 Saffron Hill, LONDON, EC1N 8QP

Website recorded by the regulator: www.cibse.org/benfund (displayed as text)

02 Activities

What the charity does

THE RELIEF OF PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS AND WHO ARE MEMBERS OR FORMER MEMBERS OF THE INSTITUTION OF HEATING AND VENTILATING ENGINEERS OR OF THE ILLUMINATING ENGINEERING SOCIETY OF GREAT BRITAIN OR THE CHARTERED INSTITUTION OF BUILDING SERVICE ENGINEERS AND THE IMMEDIATE DEPENDANTS 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: 2 July 2026
Date Accounts Received: 2 July 2026
Total Gross Income: £69,135
Total Gross Expenditure: £73,500

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 May 2025
Date Accounts Received: 19 May 2025
Total Gross Income: £72,508
Total Gross Expenditure: £61,592

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: 6 June 2024
Date Accounts Received: 6 June 2024
Total Gross Income: £64,898
Total Gross Expenditure: £57,272

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: 6 June 2024
Date Accounts Received: 6 June 2024
Total Gross Income: £50,717
Total Gross Expenditure: £63,098

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: 1 November 2022
Date Accounts Received: 6 June 2024
Total Gross Income: £51,412
Total Gross Expenditure: £47,964

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: 2 July 2026
Total Gross Income: £69,135
Total Gross Expenditure: £73,500
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: 10

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 May 2025
Total Gross Income: £72,508
Total Gross Expenditure: £61,592
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: 10

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: 6 June 2024
Total Gross Income: £64,898
Total Gross Expenditure: £57,272
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: 10

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: 6 June 2024
Total Gross Income: £50,717
Total Gross Expenditure: £63,098
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: 10

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: 1 November 2022
Total Gross Income: £51,412
Total Gross Expenditure: £47,964
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: 10

05 Official extract

Charity Area Of Operation

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

Geographic Area Type: Country
Geographic Area Description: Australia
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Oceania
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

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

06 Official extract

Charity Classification

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

07 Official extract

Charity Event History

Charity Name: CIBSE BENEVOLENT FUND TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2006-08-21T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 16 AUGUST 2005 as amended on 27 Oct 2025
Charitable Objects: THE RELIEF OF PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS AND WHO ARE MEMBERS OR FORMER MEMBERS OF THE INSTITUTION OF HEATING AND VENTILATING ENGINEERS OR OF THE ILLUMINATING ENGINEERING SOCIETY OF GREAT BRITAIN OR OF THE CHARTERED INSTITUTION OF BUILDING SERVICES ENGINEERS AND THE IMMEDIATE DEPENDANTS OF SUCH PERSONS.
Area Of Benefit: NATIONAL AND OVERSEAS

09 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal risk management policy and procedures