Finance Score: -4

Governance Score: 8

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Multiple Deficits: -2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

SOLICITORS BENEVOLENT ASSOCIATION LIMITED

Provision of relief and assistance for persons in need who are or who have been admitted to the Roll of Solicitors for England and Wales, or who are or have been married to or are or have been the civil partner of solicitors so admitted, or who are or have been dependants of solicitors so admitted.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £18,817,454 available, equivalent to 108 months of spending and so may not be able to utilise additional funding
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	Volun- teers
31/12/22		£2,247	£2,097	£150	£226	£24,761	£18,817	107.7	8	0
31/12/21		£1,463	£1,915	£-452	£117	£26,869	£20,265	127	7	0
31/12/20		£1,243	£2,137	£-894	£145	£24,827	£18,819	105.7	7	56
31/12/19		£1,895	£1,696	£199	£112	£25,710	£19,701	139.4	6	42
31/12/18		£1,950	£1,625	£324	£178	£23,055	£17,620	130.1	6	65
31/12/17		£1,763	£1,659	£105	£157	£23,787	£18,096	130.9	6	0
31/12/16		£1,870	£1,279	£591	£222	£22,256	£16,904	158.6	5	0
31/12/15		£707	£1,103	£-395	£250	£20,029	£15,078	164.1	5	0
31/12/14		£1,774	£1,573	£201	£244	£19,600	£15,906	121.3	5	0
31/12/13		£2,181	£1,209	£972	£231	£19,060	£17,321	172	5	0
31/12/12		£1,863	£1,732	£132	£247	£16,713	£15,158	105	4	0
31/12/11		£2,005	£1,512	£493	£265	£15,975	£14,519	115.2	4	0
31/12/10		£1,796	£1,368	£428	£262	£15,999	£14,484	127.1	3	0
31/12/09		£1,480	£1,213	£267	£191	£14,743	£13,379	132.3	4	0
31/12/08	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 14%
Fundraising Costs/Total Spending: 10.8%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 1%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 107.7 months
Net Current Assets/Spending: 18 months
Quick Ratio: 8.9

Asset Split ?

Established: 16 years

www.sba.org.uk

sec@sba.org.uk

02086756440

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

8 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 14/16 persons

Age Range of Trustees: 40-74

EJIKE NDAJI Appointed: 2024, Occupation: Solicitor

EUGENE PASCHAL FARRELL Appointed: 2021, Occupation: Mental Health Consultancy Lead

HANNAH AL-RIFAI Appointed: 2023, Occupation: Solicitor

JAMES BRENNAN Appointed: 2022, Occupation: Portfolio Director - Charities

RACHEL ANNE NIR Appointed: 2023, Occupation: University Reader

REBECCA LITHERLAND Appointed: 2021, Occupation: Barrister

ROBERT ROY BANNER Appointed: 2022, Occupation: Retired Solicitor

RORY MARK OKEEFFE Appointed: 2023

SHAMS-UR RAHMAN Appointed: 2016, Occupation: Solicitor

SIMON ROBERT DINNICK Appointed: 2023, Occupation: Retired Solicitor

VIRGINIA SALTER (Chair) Appointed: 2021, Occupation: Retired Solicitor

ANDREW WAUCHOPE Appointed: 2021, Occupation: Retired, Other trusteeship: THE HARROW MISSION,

CHRISTL ANNE HUGHES Appointed: 2013, Occupation: Retired Solicitor

KIRSTEN MARY MCEWEN Appointed: 2014, Occupation: Solicitor

MOHAMMAD HAROON QAYUM Appointed: 2016, Occupation: Solicitor

TANYA INGRID DUNBAR Appointed: 2014, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 16/06/2008, number: 1124512
Registered at Companies House on 23/05/2008, number: 06601907

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

15 returns made; AR08: 53 days late,

Main office

SOLICITORS BENEVOLENT ASSOCIATION
1 JAGGARD WAY
LONDON
SW12 8SG

Objectives

THE OBJECTS ARE TO PROVIDE RELIEF AND ASSISTANCE FOR PERSONS IN NEED WHO ARE OR HAVE BEEN ADMITTED TO THE ROLL OF SOLICITORS FOR ENGLAND AND WALES OR WHO ARE OR HAVE BEEN MARRIED TO OR ARE OR HAVE BEEN THE CIVIL PARTNER OF SOLICITORS SO ADMITTED OR WHO ARE OR HAVE BEEN DEPENDANTS OF SOLICITORS SO ADMITTED.

Defined Area of Benefit:

NATIONAL

Data Sources