BritDB

CCEW Charity Commission profile

bp Helios Fund

Registered charity 803778 · organisation 803778

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
23 July 1990
Removed
Not supplied
Company number supplied
00455852
Financial period
1 January 2024 – 31 December 2024
Latest income
£13,849,361
Latest expenditure
£14,929,804
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: BP ICBT, Chertsey Road, SUNBURY-ON-THAMES, Middlesex, TW16 7LN

02 Activities

What the charity does

To assist financially those former employees of the British Petroleum Company Plc or any subsidiary or associated companies and their dependants, who are suffering severe financial hardship or need. Assistance is normally given in the form of a grant or a loan.

03 Official extract

Charity Annual Return History

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
22 October 2025
Date Accounts Received
22 October 2025
Total Gross Income
£13,849,361
Total Gross Expenditure
£14,929,804
Accounts Qualified
Yes
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
1 October 2024
Date Accounts Received
1 October 2024
Total Gross Income
£2,326,731
Total Gross Expenditure
£1,319,936
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
18 July 2023
Date Accounts Received
18 July 2023
Total Gross Income
£27,983
Total Gross Expenditure
£116,272
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
14 June 2022
Total Gross Income
£24,240
Total Gross Expenditure
£44,733
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Cycle Reference
AR20
Reporting Due Date
31 October 2021
Date Annual Return Received
29 June 2021
Date Accounts Received
29 June 2021
Total Gross Income
£29,228
Total Gross Expenditure
£36,820

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
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
22 October 2025
Total Gross Income
£13,849,361
Total Gross Expenditure
£14,929,804
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
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
1 October 2024
Total Gross Income
£2,326,731
Total Gross Expenditure
£1,319,936
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
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
18 July 2023
Total Gross Income
£27,983
Total Gross Expenditure
£116,272
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
4
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
14 June 2022
Total Gross Income
£24,240
Total Gross Expenditure
£44,733
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
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
29 June 2021
Total Gross Income
£29,228
Total Gross Expenditure
£36,820
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
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
22 October 2025
Income Donations And Legacies
13800000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
49361
Income Other
0
Income Total Income And Endowments
13849361
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£13,960
Expenditure Charitable Expenditure
£14,915,844
Expenditure Other
0
Expenditure Total
14929804
Expenditure Investment Management
13960
Expenditure Grants Institution
0
Expenditure Governance
16881
Expenditure Support Costs
891438
Expenditure Depreciation
0
Gain Loss Investment
88161
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
88161
Gain Loss Other
0
Reserves
£1,563,278
Assets Total Fixed
1411536
Assets Own Use
0
Assets Long Term Investment
1411536
Defined Benefit Pension Scheme
0
Assets Other Assets
£171,399
Assets Total Liabilities
£19,657
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,563,278
Creditors One Year Total Current
19657
Creditors Falling Due After One Year
0
Assets Cash
£138,738
Funds Endowment
0
Funds Unrestricted
1563278
Funds Restricted
0
Funds Total
1563278
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
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
1 October 2024
Income Donations And Legacies
2291053
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
35678
Income Other
0
Income Total Income And Endowments
2326731
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£14,751
Expenditure Charitable Expenditure
£1,305,185
Expenditure Other
0
Expenditure Total
1319936
Expenditure Investment Management
14751
Expenditure Grants Institution
0
Expenditure Governance
15000
Expenditure Support Costs
392680
Expenditure Depreciation
0
Gain Loss Investment
45357
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
45357
Gain Loss Other
0
Reserves
£2,555,560
Assets Total Fixed
1565755
Assets Own Use
0
Assets Long Term Investment
1565755
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,059,995
Assets Total Liabilities
£70,190
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,555,560
Creditors One Year Total Current
70190
Creditors Falling Due After One Year
0
Assets Cash
£1,009,905
Funds Endowment
0
Funds Unrestricted
2555560
Funds Restricted
0
Funds Total
2555560
Count Employees
0
Charity Only Accounts
Yes

06 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
Scotland
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

07 Official extract

Charity Classification

Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
104
Classification Type
What
Classification Description
Disability
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

08 Official extract

Charity Event History

Charity Name
bp Helios Fund
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1990-07-23T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 20TH JUNE 1990 AS AMENDED ON 11 DEC 2024 AS AMENDED ON 11 DEC 2024AS AMENDED BY DEED DATED 22 MAY 2025
Charitable Objects
The object of the charity is the relief and/or prevention of poverty of persons who are currently or were formerly employed by bp p.l.c., or any subsidiary or associated company, and the dependants of such persons.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
35898
Charity Name Type
Previous name
Charity Name
BP BENEVOLENT FUND