01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 24 November 2006
- Removed
- Not supplied
- Company number supplied
- 05970606
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £5,383,562
- Latest expenditure
- £6,042,452
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Chartered Accountants', Benevolent Association, Merrett House, Swift Park, Old Leicester Road, RUGBY
Website recorded by the regulator: www.caba.org.uk (displayed as text)
02 Activities
What the charity does
CABA provides lifelong support to past and present ICAEW members and their families in the UK and across the globe. Our services are free, impartial and strictly confidential. From a listening ear in troubled times, through personal and professional development, to carer support and financial assistance, our commitment is simple: to be with you and your family, for life.
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 September 2026
- Date Accounts Received
- 23 September 2026
- Total Gross Income
- £5,383,562
- Total Gross Expenditure
- £6,042,452
- 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
- 26 August 2025
- Date Accounts Received
- 26 August 2025
- Total Gross Income
- £4,752,193
- Total Gross Expenditure
- £5,726,688
- 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 September 2024
- Date Accounts Received
- 10 September 2024
- Total Gross Income
- £4,569,335
- Total Gross Expenditure
- £5,598,286
- 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
- 24 October 2023
- Date Accounts Received
- 24 October 2023
- Total Gross Income
- £4,707,827
- Total Gross Expenditure
- £5,085,783
- 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
- 4 October 2022
- Date Accounts Received
- 4 October 2022
- Total Gross Income
- £3,798,605
- Total Gross Expenditure
- £5,882,545
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 September 2026
- Total Gross Income
- £5,383,562
- Total Gross Expenditure
- £6,042,452
- 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
- Yes
- Count Salary Band 70001 80000
- 2
- Count Salary Band 80001 90000
- 1
- Count Salary Band 140001 150000
- 1
- Count Volunteers
- 35
- 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
- 26 August 2025
- Total Gross Income
- £4,752,193
- Total Gross Expenditure
- £5,726,688
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 3
- Count Salary Band 100001 110000
- 1
- Count Salary Band 130001 140000
- 1
- Count Volunteers
- 18
- 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 September 2024
- Total Gross Income
- £4,569,335
- Total Gross Expenditure
- £5,598,286
- Grant Making Is Main Activity
- No
- 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
- Yes
- Count Salary Band 60001 70000
- 3
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- 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
- 24 October 2023
- Total Gross Income
- £4,707,827
- Total Gross Expenditure
- £5,085,783
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- No
- 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
- Yes
- Count Salary Band 70001 80000
- 2
- Count Salary Band 90001 100000
- 1
- Count Salary Band 110001 120000
- 1
- Count Volunteers
- 40
- 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
- 4 October 2022
- Total Gross Income
- £3,798,605
- Total Gross Expenditure
- £5,882,545
- 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
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 70001 80000
- 2
- Count Salary Band 80001 90000
- 2
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 71
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
- 23 September 2026
- Income Donations And Legacies
- 758481
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 4624556
- Income Other
- 525
- Income Total Income And Endowments
- 5383562
- Income Legacies
- 609513
- Income Endowments
- 0
- Expenditure Raising Funds
- £55,233
- Expenditure Charitable Expenditure
- £5,987,219
- Expenditure Other
- 0
- Expenditure Total
- 6042452
- Expenditure Investment Management
- 38377
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 85121
- Expenditure Support Costs
- 177038
- Expenditure Depreciation
- 63956
- Gain Loss Investment
- 6274976
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 30555
- Reserves
- £151,445,759
- Assets Total Fixed
- 150969620
- Assets Own Use
- 1597142
- Assets Long Term Investment
- 149372478
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,174,743
- Assets Total Liabilities
- £664,873
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £153,479,490
- Creditors One Year Total Current
- 641263
- Creditors Falling Due After One Year
- 23610
- Assets Cash
- £1,645,645
- Funds Endowment
- 361172
- Funds Unrestricted
- 153042901
- Funds Restricted
- 75417
- Funds Total
- 153479490
- Count Employees
- 53
- 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
- 26 August 2025
- Income Donations And Legacies
- 395430
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 46124
- Income Investments
- 4310639
- Income Other
- 0
- Income Total Income And Endowments
- 4752193
- Income Legacies
- 267345
- Income Endowments
- 0
- Expenditure Raising Funds
- £50,465
- Expenditure Charitable Expenditure
- £5,676,223
- Expenditure Other
- 0
- Expenditure Total
- 5726688
- Expenditure Investment Management
- 37415
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 67979
- Expenditure Support Costs
- 120255
- Expenditure Depreciation
- 52275
- Gain Loss Investment
- 5824841
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- -26147
- Reserves
- £145,809,385
- Assets Total Fixed
- 145241733
- Assets Own Use
- 1490009
- Assets Long Term Investment
- 143751724
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,340,840
- Assets Total Liabilities
- £749,724
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £147,832,849
- Creditors One Year Total Current
- 726114
- Creditors Falling Due After One Year
- 23610
- Assets Cash
- £2,096,258
- Funds Endowment
- 322970
- Funds Unrestricted
- 147439422
- Funds Restricted
- 70457
- Funds Total
- 147832849
- Count Employees
- 49
- 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
- 10 September 2024
- Income Donations And Legacies
- 485897
- Income Other Trading Activities
- 2173
- Income Charitable Activities
- 0
- Income Investments
- 4081265
- Income Other
- 0
- Income Total Income And Endowments
- 4569335
- Income Legacies
- 364383
- Income Endowments
- 0
- Expenditure Raising Funds
- £50,005
- Expenditure Charitable Expenditure
- £5,548,281
- Expenditure Other
- 0
- Expenditure Total
- 5598286
- Expenditure Investment Management
- 37180
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 57075
- Expenditure Support Costs
- 2206457
- Expenditure Depreciation
- 43315
- Gain Loss Investment
- 7972069
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- -176556
- Reserves
- £140,177,395
- Assets Total Fixed
- 140910581
- Assets Own Use
- 1630069
- Assets Long Term Investment
- 139280512
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,931,098
- Assets Total Liabilities
- £833,089
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £143,008,590
- Creditors One Year Total Current
- 826303
- Creditors Falling Due After One Year
- 6786
- Assets Cash
- £1,541,139
- Funds Endowment
- 301190
- Funds Unrestricted
- 142640459
- Funds Restricted
- 66941
- Funds Total
- 143008590
- Count Employees
- 46
- 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
- 24 October 2023
- Income Donations And Legacies
- 670378
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 12049
- Income Investments
- 4023300
- Income Other
- 2100
- Income Total Income And Endowments
- 4707827
- Income Legacies
- 533486
- Income Endowments
- 0
- Expenditure Raising Funds
- £41,267
- Expenditure Charitable Expenditure
- £5,044,516
- Expenditure Other
- 0
- Expenditure Total
- 5085783
- Expenditure Investment Management
- 25076
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 58676
- Expenditure Support Costs
- 2162915
- Expenditure Depreciation
- 53624
- Gain Loss Investment
- -13544543
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 29562
- Reserves
- £133,371,868
- Assets Total Fixed
- 132967735
- Assets Own Use
- 1621592
- Assets Long Term Investment
- 131346143
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,175,307
- Assets Total Liabilities
- £901,236
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £136,241,806
- Creditors One Year Total Current
- 881357
- Creditors Falling Due After One Year
- 19879
- Assets Cash
- £2,137,240
- Funds Endowment
- 284242
- Funds Unrestricted
- 135894603
- Funds Restricted
- 62961
- Funds Total
- 136241806
- Count Employees
- 47
- 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
- 4 October 2022
- Income Donations And Legacies
- 115079
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 22675
- Income Investments
- 3659850
- Income Other
- 0
- Income Total Income And Endowments
- 3797604
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £92,545
- Expenditure Charitable Expenditure
- £5,790,000
- Expenditure Other
- 0
- Expenditure Total
- 5882545
- Expenditure Investment Management
- 78698
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 51411
- Expenditure Support Costs
- 2742946
- Expenditure Depreciation
- 75961
- Gain Loss Investment
- 19086341
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- -172495
- Reserves
- £149,419,100
- Assets Total Fixed
- 144482071
- Assets Own Use
- 1697071
- Assets Long Term Investment
- 142785000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £6,247,788
- Assets Total Liabilities
- £942,059
- Assets Current Investment
- 2008169
- Assets Total Assets And Liabilities
- £149,787,800
- Creditors One Year Total Current
- 931000
- Creditors Falling Due After One Year
- 11059
- Assets Cash
- £2,373,537
- Funds Endowment
- 304200
- Funds Unrestricted
- 149420500
- Funds Restricted
- 63100
- Funds Total
- 149787800
- Count Employees
- 54
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Pakistan
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- United Arab Emirates
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Germany
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Poland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Malta
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Nigeria
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Greece
- 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
- Geographic Area Type
- Country
- Geographic Area Description
- Thailand
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Italy
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Canada
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- North America
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Switzerland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- United States
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- North America
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Kenya
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- New Zealand
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Oceania
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Hong Kong
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Trinidad And Tobago
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- North America
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Spain
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Malaysia
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
Showing 20 of 30 supplied records in this dataset.
07 Official extract
Charity Classification
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 310
- Classification Type
- How
- Classification Description
- Other Charitable Activities
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 117
- Classification Type
- What
- Classification Description
- Other Charitable Purposes
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
08 Official extract
Charity Event History
- Charity Name
- CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2006-11-24T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 18/10/2006AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/06/2013 as amended on 14 Sep 2023
- Charitable Objects
- 1 THE RELIEF OF POVERTY AND SICKNESS AND THE PRESERVATION OF GOOD HEALTH OF THE BENEFICIARIES;2 SUCH OTHER PURPOSES AS ARE CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES FOR THE BENEFIT OF THE BENEFICIARIES.
- Area Of Benefit
- NOT DEFINED. IN PRACTICE, NATIONAL AND OVERSEAS
10 Official extract
Charity Other Names
- Charity Name Id
- 683795
- Charity Name Type
- Previous name
- Charity Name
- CABA
- Charity Name Id
- 683883
- Charity Name Type
- Working name
- Charity Name
- CABA
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
12 Official extract
Charity Policy
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Risk management
- Policy Name
- Volunteer management
- Policy Name
- Investment
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Social media policy and procedures