Finance Score: 0

Governance Score: 5

Support Score: 0

No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 5

THE CHARTERED CERTIFIED ACCOUNTANTS BENEVOLENT FUND

The Chartered Certified Accountants' Benevolent Fund provides support to ACCA members and their dependants who are experiencing severe financial difficulties. The support given to beneficiaries ranges from one off payments to longer term support or a loan. ACCA operates in over 170 countries, and the Benevolent Fund's support is available to members worldwide.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly 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
31/03/23	£231	£115	£116	n/a	n/a	n/a	n/a	n/a
31/03/22	£188	£144	£45	n/a	n/a	n/a	n/a	n/a
31/03/21	£175	£81	£94	n/a	n/a	n/a	n/a	n/a
31/03/20	£225	£134	£91	n/a	n/a	n/a	n/a	n/a
31/03/19	£337	£136	£201	n/a	n/a	n/a	n/a	n/a
31/03/18	£204	£80	£124	£0	£0	£0	n/a	0
31/03/17	£213	£60	£153	£0	£0	£0	n/a	0
31/03/16	£3,725	£93	£3,632	£0	£3,548	£3,548	456.8	0
31/03/15	£85	£0	£85	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 10 years

https://www.accaglobal.com/uk/en/member/membe

hugh.mccash@accaglobal.com

01415344045

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

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Antigua And Barbuda, Australia, British Virgin Islands, Canada, Dominica, Ireland, Lithuania, Mauritius, Nepal, Nigeria, Oman, Pakistan, Scotland, Sri Lanka, Throughout England And Wales, Zambia, Zimbabwe,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 30-75

ANDREW OVERS DOWSETT Appointed: 2020, Occupation: Chartered Accountant

PUI YING TANG Appointed: 2022, Occupation: Financial Consultant, Other trusteeship: THE CHARTERED CERTIFIED ACCOUNTANTS' BENEVOLENT FUND,

ADRIEN ERIC PIERRE LAURE Appointed: 2019, Occupation: Director Of Finance, Other trusteeship: THE CHARTERED CERTIFIED ACCOUNTANTS' BENEVOLENT FUND,

ANTHONY GORDON THORNE Appointed: 2021, Occupation: Chartered Certified Accountant, Other trusteeship: THE CHARTERED CERTIFIED ACCOUNTANTS' BENEVOLENT FUND,

JAMES ANDREW LLOYD-DAVIES Appointed: 2022, Occupation: Retired, Other trusteeship: THE CHARTERED CERTIFIED ACCOUNTANTS' BENEVOLENT FUND,

STEPHEN GRIFFITHS Appointed: 2022, Occupation: Retired, Other trusteeships: THE CHARTERED CERTIFIED ACCOUNTANTS' BENEVOLENT FUND, THE CHARITY SERVICE LIMITED,

Legal constitution

Charitable company registered in England & Wales on 25/03/2014, number: 1156341
Registered at Companies House on 06/02/2014, number: 08880293

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

9 returns made; all on time

Main office

CCABF
C/O ACCA
110 QUEEN STREET
GLASGOW
G1 3BX

Objectives

THE CHARITY'S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO CHARITABLE OBJECTS AND PURPOSES ONLY AND THE CHARITY HAS BEEN ESTABLISHED TO PROVIDE PUBLIC BENEFIT. THE OBJECTS ARE TO RELIEVE POVERTY, SICKNESS AND SUFFERING OF PERSONS IN NEED:(I) BY GIVING ASSISTANCE IN MONEY OR OTHER SUPPORT TO PRESERVE THE GOOD HEALTH AND GENERAL WELL-BEING OF, AND TO REDUCE THE BURDEN ON THOSE WHO SUPPORT AND CARE FOR: (A) PERSONS WHO ARE OR HAVE BEEN MEMBERS OF ACCA; OR(B) THE FAMILIES OR DEPENDENTS OF SUCH MEMBERS; OR (C) OTHER PERSONS WHO ARE CONSIDERED, AT THE ABSOLUTE DISCRETION OF THE TRUSTEES, TO BE IN NEED OF SUCH ASSISTANCE; AND (II) BY GIVING ASSISTANCE IN MONEY OR IN KIND TO SUCH CHARITABLE INSTITUTIONS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

Data Sources