Finance Score: -2

Governance Score: -5

Support Score: 0

Multiple Deficits: -2
No PartB

Only 3 Trustees: -2
All female board: -3

No supporters identified

Overall GiG Score: -7

THE BENENDEN CHARITABLE TRUST

The relief of hardship and distress caused by sickness, infirmity, disability or any medical condition by providing financial assistance.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board is completely female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22		£454	£292	£162	n/a	n/a	n/a	n/a	n/a
31/12/21		£234	£134	£100	n/a	n/a	n/a	n/a	n/a
31/12/20		£80	£211	£-131	n/a	n/a	n/a	n/a	n/a
31/12/19		£90	£233	£-143	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£106	£346	£-240	£0	£0	£0	n/a	0
31/12/17		£196	£278	£-81	£0	£0	£0	n/a	0
31/12/16		£501	£226	£275	£34	£678	£678	36	0
31/12/15		£210	£159	£51	£0	£0	£0	n/a	0
31/12/14		£118	£126	£-8	£0	£0	£0	n/a	0
31/12/13		£57	£104	£-47	£0	£0	£0	n/a	0
31/12/12		£338	£80	£258	£0	£0	£0	n/a	0
31/12/11		£57	£72	£-14	£0	£0	£0	n/a	0
31/12/10		£94	£51	£44	£0	£0	£0	n/a	0
31/12/09		£66	£61	£4	£0	£0	£0	n/a	0
31/12/08		£55	£60	£-4	£0	£0	£0	n/a	0
31/12/07		£31	£67	£-36	£0	£0	£0	n/a	0
31/12/06		£106	£66	£39	£0	£0	£0	n/a	0
31/12/05		£123	£6	£117	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 20 years

www.benenden.co.uk

benendencharitabletrust@benenden.co.uk

08450525849

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-76

CLAIRE HARLEY Appointed: 2024, Occupation: Hospital Management

CELIA JEAN HADFIELD Appointed: 2016, Occupation: Retired

PAULA LILLIAN CLARK Appointed: 2018, Occupation: Semi-Retired, Other trusteeship: THE BENENDEN HOSPITAL TRUST,

Legal constitution

Charitable company registered in England & Wales on 13/10/2004, number: 1106287
Registered at Companies House on 24/08/2004, number: 05213807

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

18 returns made; AR18: 48 days late,

Main office

BENENDEN HEALTHCARE SOCIETY
HOLGATE PARK DRIVE
YORK
YO26 4GG

Objectives

3.1 The objects of the Charity are, for the public benefit:3.1.1 the relief of sickness including the improvement of health and wellbeing.3.1.2 the relief of hardship and distress in particular but not limited to where this is caused by sickness, infirmity, disability or any medical condition.3.2 The charity carries out its objects by providing grants to the members and former members of The Benenden Healthcare Society Limited, their nominees and, if the Trustees think fit, to other persons in need.3.3 The Objects may be amended by special resolution but only with the prior written consent of the Commission.

Defined Area of Benefit:

NOT DEFINED.

Data Sources