Finance Score: 0

Governance Score: -4

Support Score: 0

No PartB

No conflicts policy: -1
All male board: -3

Large volunteers +3

Overall GiG Score: -1

THE MEMBERS BENEVOLENT TRUST OF THE INSTITUTE OF MATERIALS, MINERALS AND MINING

To provide assistance to Members and member's dependants where and when determined to be needed.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	£73	£46	£26	n/a	n/a	n/a	n/a	n/a	12
31/12/21	£67	£50	£17	n/a	n/a	n/a	n/a	n/a	3
31/12/20	£71	£50	£21	n/a	n/a	n/a	n/a	n/a	14
31/12/19	£78	£62	£16	n/a	n/a	n/a	n/a	n/a	5
31/12/18	£86	£32	£54	£0	£0	£0	n/a	0	8
31/12/17	£80	£52	£28	£0	£0	£0	n/a	0	0
31/12/16	£79	£48	£31	£0	£0	£0	n/a	0	0
31/12/15	£93	£57	£36	£0	£0	£0	n/a	0	0
31/12/14	£65	£42	£24	£0	£0	£0	n/a	0	0
31/12/13	£75	£49	£27	£0	£0	£0	n/a	0	0
31/12/12	£75	£43	£32	£0	£0	£0	n/a	0	0
31/12/11	£71	£45	£26	£0	£0	£0	n/a	0	0
31/12/10	£68	£45	£23	£0	£0	£0	n/a	0	0
31/12/09	£69	£43	£27	£0	£0	£0	n/a	0	0
31/12/08	£76	£49	£27	£0	£0	£0	n/a	0	0
31/12/07	£72	£22	£50	£0	£0	£0	n/a	0	0
31/12/06	£96	£73	£23	£0	£0	£0	n/a	0	0
31/12/05	£80	£55	£25	£0	£0	£0	n/a	0	0
31/12/04	£62	£78	£-15	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 62 years

www.iom3.org/mbt

mbt@iom3.org

01740645665

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information

Where it operates

Greece, Hong Kong, Jamaica, Scotland, South Africa, Sri Lanka, Throughout England And Wales,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
12 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

DR CHERYLL PITT Appointed: 2020

BARRY LYE Appointed: 2012

PETER JAMES HODDINOTT Appointed: 2020

DR CHRISTOPHER CORTI, Other trusteeship: THE MEMBERS BENEVOLENT TRUST OF THE INSTITUTE OF MATERIALS, MINERALS AND MINING,

DR ROSS JOHN FREEMAN Appointed: 2020, Other trusteeships: DOCTORS' SUPPORT NETWORK, DOCTORS' SUPPORT NETWORK, THE MEMBERS BENEVOLENT TRUST OF THE INSTITUTE OF MATERIALS, MINERALS AND MINING,

DR STEPHEN JEREMY PATERSON Appointed: 2019, Other trusteeship: THE MEMBERS BENEVOLENT TRUST OF THE INSTITUTE OF MATERIALS, MINERALS AND MINING,

JOHN KAILOFER Appointed: 2012, Other trusteeship: THE MEMBERS BENEVOLENT TRUST OF THE INSTITUTE OF MATERIALS, MINERALS AND MINING,

JULIAN BENNETT, Other trusteeship: THE MEMBERS BENEVOLENT TRUST OF THE INSTITUTE OF MATERIALS, MINERALS AND MINING,

MICHAEL JAMES BEESON Appointed: 2015, Other trusteeship: THE MEMBERS BENEVOLENT TRUST OF THE INSTITUTE OF MATERIALS, MINERALS AND MINING,

PAUL HOWARD MARSDEN Appointed: 2020, Other trusteeship: THE MEMBERS BENEVOLENT TRUST OF THE INSTITUTE OF MATERIALS, MINERALS AND MINING,

PETER MATTHEW WAUGH Appointed: 2016, Other trusteeships: ROYAL SCHOOL OF MINES ASSOCIATION TRUST, THE MEMBERS BENEVOLENT TRUST OF THE INSTITUTE OF MATERIALS, MINERALS AND MINING,

STEPHEN DAWE Appointed: 2012, Other trusteeship: THE MEMBERS BENEVOLENT TRUST OF THE INSTITUTE OF MATERIALS, MINERALS AND MINING,

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 207184

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

IOM3
297 Euston Road
LONDON
NW1 3AD

Objectives

(A) TO RAISE AND MAINTAIN, BY DONATIONS AND VOLUNTARY SUBSCRIPTIONS, A FUND WHICH SHALL BE DEVOTED TO THE RELIEF OF NECESSITOUS PERSONS WHETHER OR NOT MEMBERS OR SUBSCRIBERS TO THE TRUST FUND, WHO ARE OR HAVE BEEN MEMBERS OF THE INSTITUTE AND SPOUSES, WIDOWS, WIDOWERS, CHILDREN OF SUCH PERSONS OR DEPENDANTS. (B) TO RENDER ASSISTANCE TO ELIGIBLE PERSONS DEFINED ABOVE, WHO ARE NECESSITOUS BY VIRTUE OF DEATH, ILLNESS, REDUCED CIRCUMSTANCES OR SOCIAL DISTRESS, BY PROVIDING PERSONAL CONTACTS OR ADVICE AND/OR FINANCIAL DISBURSEMENTS AS THE TRUSTEES DEEM APPROPRIATE ON THE ADVICE OF THE BOARD.

Defined Area of Benefit:

NOT DEFINED

Data Sources