Finance Score: -1

Governance Score: -1

Support Score: 0

Spending declining: -1
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -2

THE INCORPORATED BENEVOLENT ASSOCIATION OF THE CHARTERED INSTITUTE OF PATENT ATTORNEYS

RELIEF OF POVERTY

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

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

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
05/04/23		£68	£35	£32	n/a	n/a	n/a	n/a	n/a	0
05/04/22		£62	£36	£27	n/a	n/a	n/a	n/a	n/a	0
05/04/21		£55	£57	£-2	n/a	n/a	n/a	n/a	n/a	0
05/04/20		£66	£53	£13	n/a	n/a	n/a	n/a	n/a	9
05/04/19	*	£64	£45	£19	n/a	n/a	n/a	n/a	n/a	0
05/04/18	*	£66	£48	£18	£0	£0	£0	n/a	0	0
05/04/17		£56	£47	£9	£0	£0	£0	n/a	0	0
05/04/16		£58	£45	£14	£0	£0	£0	n/a	0	0
05/04/15		£57	£117	£-60	£0	£0	£0	n/a	0	0
05/04/14		£85	£27	£58	£0	£0	£0	n/a	0	0
05/04/13		£49	£26	£22	£0	£0	£0	n/a	0	0
05/04/12		£49	£37	£12	£0	£0	£0	n/a	0	0
05/04/11		£47	£38	£10	£0	£0	£0	n/a	0	0
05/04/10		£42	£75	£-33	£0	£0	£0	n/a	0	0
05/04/09		£54	£32	£21	£0	£0	£0	n/a	0	0
05/04/08		£62	£102	£-39	£0	£0	£0	n/a	0	0
05/04/07		£53	£64	£-11	£0	£0	£0	n/a	0	0
05/04/06		£51	£80	£-29	£0	£0	£0	n/a	0	0
05/04/05		£50	£26	£24	£0	£0	£0	n/a	0	0
05/04/04		£48	£9	£40	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years
(87 years as a company)

020 7405 9450

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Professional associations

How it operates

Makes Grants to Individuals

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-84

CHARLES ROBERT CLARK Appointed: 2020, Occupation: Patent Attorney

JOHN PAUL DEAN Appointed: 2020, Occupation: Patent Attorney

SUZANNE MARIE OLIVER Appointed: 2022, Occupation: Patent Attorney

JOHN DAVID BROWN BSC, CPA, Other trusteeships: THE BENEVOLENT FUND OF THE SOCIETY OF CHEMICAL INDUSTRY, ALLERDALE DISABILITY ASSOCIATION,

LEE MARK DAVIES Appointed: 2013, Occupation: Ceo

MICHAEL ARTHUR LYND Appointed: 1993, Occupation: Chartered Patent Attorney

STEPHEN JOHN MOHUN Appointed: 1999, Occupation: Patent Attorney

SAMANTHA JANE FUNNELL Appointed: 2017, Occupation: Chartered Patent Attorney

CAROL ALICE ARNOLD Appointed: 2018, Occupation: Patent Attorney (Retired), Other trusteeships: THROUGH THE ROOF CHARITABLE TRUST, CHELSEA CHAMBER CHOIR,

DR CHRISTOPHER THOMAS EYLES, Occupation: Patent Attorney, Other trusteeships: THE BRIDGE QUARTET INITIATIVE TRUST, MARLOW AND DISTRICT U3A,

Legal constitution

Charitable company registered in England & Wales on 07/12/1963, number: 219666
Registered at Companies House on 26/10/1936, number: 00319970

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management

Filing Record

20 returns made; AR19: 125 days late, AR18: 42 days late,

Main office

c/o CIPA
2nd Floor Halton House
20-23 Holborn
LONDON
EC1N 2JD

Objectives

TO RELIEVE AT NEED BY MEANS OF GRATUITOUS PECUNIARY OR OTHER ASSISTANCE ANY NECESSITOUS PERSON WHO IS OR HAS AT ANY TIME BEEN A FELLOW OR HONORARY MEMBER OF THE CHARTERED INSTITUTE OF PATENT AGENTS, AS ASSOCIATE THEREOF QUALIFIED BY EXAMINATION, A STUDENT ATTACHED THERETO OR A MEMBER OF ANY COMPARABLE CLASS OF PERSONS IN MEMBERSHIP OR OF ATTACHMENT TO THE SAID INSTITUTE. (FOR FURTHER DETAILS SEE CLAUSE 3.1 OF THE MEMORANDUM OF ASSOCIATION).

Defined Area of Benefit:

NOT DEFINED

Data Sources