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 INSTITUTION OF PLANT ENGINEERS BENEVOLENT FUND

To financially assist former members of the Institution of Plant Engineers and the Bureau of Engineer Surveyors or their dependents when approved by the Trustees.

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		£15	£10	£5	n/a	n/a	n/a	n/a	n/a	3
31/12/21		£13	£8	£5	n/a	n/a	n/a	n/a	n/a	5
31/12/20		£12	£10	£2	n/a	n/a	n/a	n/a	n/a	10
31/12/19		£15	£13	£2	n/a	n/a	n/a	n/a	n/a	3
31/12/18		£14	£12	£3	£0	£0	£0	n/a	0	12
31/12/17		£14	£16	£-2	£0	£0	£0	n/a	0	0
31/12/16		£14	£15	£-2	£0	£0	£0	n/a	0	0
31/12/15		£14	£17	£-3	£0	£0	£0	n/a	0	0
31/12/14		£14	£13	£1	£0	£0	£0	n/a	0	0
31/12/13		£14	£12	£2	£0	£0	£0	n/a	0	0
31/12/12	*	£15	£14	£1	£0	£0	£0	n/a	0	0
31/12/11		£15	£14	£1	£0	£0	£0	n/a	0	0
31/12/10		£14	£15	£0	£0	£0	£0	n/a	0	0
31/12/09		£15	£20	£-5	£0	£0	£0	n/a	0	0
31/12/08		£15	£21	£-6	£0	£0	£0	n/a	0	0
31/12/07		£15	£20	£-5	£0	£0	£0	n/a	0	0
31/12/06		£16	£23	£-6	£0	£0	£0	n/a	0	0
31/12/05		£18	£16	£2	£0	£0	£0	n/a	0	0
31/12/04		£34	£17	£17	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 54 years

nick.jones87@btopenworld.com

01372277775

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
3 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ALAN JAMES FITZPATRICK Appointed: 2017

DEAN GREER CENG Appointed: 2012

JOHN FREDERICK CHILDS Appointed: 2020

MARK GERALD HANSFORD Appointed: 2019

NICHOLAS HUMPHREY JONES Appointed: 2014

RONALD HENRY DUNNETT IENG (Chair)

MALCOLM JAMES STUDHOLME BSC IENG, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST BARTHOLOMEW, THURSTASTON,

ALISTAIR ROBERT REID Appointed: 2022, Occupation: Engineer, Other trusteeship: THE SOCIETY OF OPERATIONS ENGINEERS,

Legal constitution

Charity registered in England & Wales on 07/05/1970, number: 260934

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR12: 11 days late,

Main office

87 Overdale
Ashtead
KT21 1PX

Objectives

THE FUND IS ESTABLISHED FOR THE PURPOSES OF PROVIDING BY VOLUNTARY CONTRIBUTIONS, OR OTHERWISE, A FUND, OR FUNDS, OUT OF WHICH THE COMMITTEE OF MANAGEMENT (HEREINAFTER CALLED THE COMMITTEE) MAY IN THEIR SOLE UNFETTERED DISCRETION AFFORD ASSISTANCE TO NEEDY AND DESERVING MEMBERS OR FORMER MEMBERS OF THE INSTITUTION OR SOCIETY OR THE WIVES, WIDOWS, HUSBANDS, WIDOWERS, CHILDREN OR THE DEPENDANTS OF SUCH MEMBERS OR FORMER MEMBERS RESIDENT IN THE UNITED KINGDOM ONLY.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources