Finance Score: 0
Governance Score: 9
Support Score: 0
    • Good trustee age range: +3
    • Dynamic board: +3
    • Gender balanced board: +3
    • No supporters identified
    Overall GiG Score: 9 ?

    CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION 

    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.
    Analysis by Giving is Great

    Positives:

    • This charity has an endowment fund which generates most of its income
    • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

    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 Volun-
    teers
    31/12/22£4,708£5,086£-378£16£136,242£135,895320.64740
    31/12/21£3,799£5,883£-2,084£14£149,788£149,421304.85471
    31/12/20£4,744£6,636£-1,892£18£132,960£132,640239.85631
    31/12/19*£4,136£7,796£-3,660£0£131,499£131,180201.95260
    31/12/18£4,044£6,705£-2,661£0£119,788£119,509213.94759
    31/12/17£4,024£5,658£-1,634£0£124,640£124,353263.7420
    31/12/16£2,731£4,687£-1,956£0£117,629£117,370300.5380
    31/12/15£3,510£4,448£-938£132£104,732£104,495281.9310
    31/12/14£4,879£3,526£1,353£106£103,625£103,378351.8280
    31/12/13£4,167£3,170£997£124£97,284£97,027367.3320
    31/12/12£1,974£2,734£-760£102£86,292£86,050377.7270
    31/12/11£3,045£2,876£169£178£79,666£79,391331.3260
    31/12/10£2,118£2,423£-306£118£82,862£82,596409240
    31/12/09£1,700£4,104£-2,404£249£74,936£74,683218.4220
    31/12/08£1,492£2,639£-1,146£360£66,961£66,742303.5170
    31/12/07*£2,513£2,219£294£288£84,979£84,718458.2120

    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Senior Staff Costs/Total Spending: 8%
    Highest pay band: £110,000-£120,000
    Liabilities/Assets: 1%
    Liabilities/Income: 19%
    Unrestricted Funds/Total Funds: 100%
    Reserves/Spending: 320.6 months
    Net Current Assets/Spending: 8 months
    Quick Ratio: 2.4
    Asset Split ?
    Established: 62 years

    www.caba.org.uk

    enquiries@caba.org.uk

    01788556366

    Charity Commission for England and WalesCompanies HouseFacebookInstagramX
    UN SDGs
    ?
    Listed activities
    • Accommodation/Housing
    • Disability
    • Education/Training
    • General Charitable Purposes
    • Other Charitable Purposes
    • The Advancement Of Health Or Saving Of Lives
    • The Prevention Or Relief Of Poverty
    GiG Classification
    • International poverty relief
    How it operates
    • Makes Grants to Individuals
    • Other charitable activities
    • Provides advocacy/advice/information
    • Provides services
    Where it operates
    • Australia, Bangladesh, Canada, Cyprus, France, Germany, Greece, Hong Kong, India, Indonesia, Ireland, Isle Of Man, Italy, Kenya, Malaysia, Malta, New Zealand, Nigeria, Pakistan, Poland, Portugal, South Africa, Spain, Sri Lanka, Switzerland, Thailand, Throughout England And Wales, Trinidad And Tobago, United Arab Emirates, United States,
    Who it helps
    • Other Defined Groups
    Who works here?
    • 47 employees
    • 40 volunteers

    Who's supporting them? ?

    We have no records of donations from grant makers.

    How is it governed?

    Trustees (10)
    Current Trustees appointed
    Gender Split
    Based on 9/10 persons

    Age Range of Trustees: 36-81
    • COLIN WILLIAMS Appointed: 2017, Occupation: Retired Chartered Accountant
    Legal constitution
    • Charitable company registered in England & Wales on 30/07/1962, number: 1116973
    • Registered at Companies House on 18/10/2006, number: 05970606
    Gift Aid
    • Registered with HMRC for Gift Aid
    Other Regulators
    • Financial Conduct Authority
    Policies in force
    • Complaints handling
    • Conflicting interests
    • Investment
    • Paying staff
    • Risk management
    • Safeguarding vulnerable beneficiaries
    • Volunteer management
    Filing Record
    16 returns made; AR19: 17 days late, AR07: 1 days late,
    Main office

    Chartered Accountants'
    Benevolent Association
    Merrett House, Swift Park
    Old Leicester Road
    RUGBY
    CV21 1DZ

    Objectives

    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.

    Defined Area of Benefit:

    NOT DEFINED. IN PRACTICE, NATIONAL AND OVERSEAS

    Data Sources

    Charity Commission for England and Wales
    CharityBase
    Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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