Charity Accounts Intelreading the accounts so you don’t have to

CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION

Registered charity 1116973 · accounts filings on the Charity Commission register · also known as CABA

CABA provides lifelong support to past and present ICAEW members and their families in the UK and across the globe. Our services are free, impartial and strictly confidential. From a listening ear in troubled times, through personal and professional development, to carer support and financial assistance, our commitment is simple: to be with you and your family, for life.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · website · Get email alerts

Latest income
£5.4m
Latest spending
£6.0m
Registered
2006
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds increased to £153.5m, with unrestricted free reserves of £151.5m, which significantly exceed the stated reserves policy target of one year's forecast expenditure less expected income. The charity reported a net movement in funds of £5.6m, driven by investment gains, while total expenditure was £6.0m.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: one year's forecast expenditure less expected income (held: £151.5m)
“a minimum of one year’s worth of our forecast expenditure (2026 £6.2m) less expected income (2026 £5.0m) is to be held in the form of cash deposits or UK government bonds.”
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: caba trustees limited
“This report presents information about caba and its subsidiary undertaking, caba trustees limited (company no. 01600366).” — page 18
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by HaysMac LLP. Discloses 4 of 6 completeness components.

Corporate structure

CABA TRUSTEES LIMITED — per its own Companies House accounts
  • The company considers Chartered Accountants’ Benevolent Association to be the controlling related party and ultimate parent undertaking.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (3 freehold); recorded price paid £1.4m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/12/2025)

Total income
£5.4m
Total spending
£6.0m
Cost of raising funds
£55k
Reserves (reported)
£151.4m
Employees
53

Per its annual return, cost of raising funds: 1.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Australia · Bangladesh · Canada · Cyprus · France · Germany · Greece · Hong Kong · India · Indonesia · Ireland · Isle Of Man

Income and spending

Financial year endIncomeSpending
31/12/2025£5.4m£6.0m
31/12/2024£4.8m£5.7m
31/12/2023£4.6m£5.6m
31/12/2022£4.7m£5.1m
31/12/2021£3.8m£5.9m

Common questions

Is CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION financially healthy?

Per its FY2025 accounts: The accounts state that total funds increased to £153.5m, with unrestricted free reserves of £151.5m, which significantly exceed the stated reserves policy target of one year's forecast expenditure less expected income. The charity reported a net movement in funds of £5.6m, driven by investment gains, while total expenditure was £6.0m. Its FY2025 accounts were audited by HaysMac LLP.

Who funds CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION?

Funders whose own accounts filings name CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION as a grant recipient include THE LOPPYLUGS AND BARBARA MORRISON CHARITABLE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE LOPPYLUGS AND BARBARA MORRISON CHARITABLE TRUSTFY2024£10k
THE LOPPYLUGS AND BARBARA MORRISON CHARITABLE TRUSTFY2023£9k
THE LOPPYLUGS AND BARBARA MORRISON CHARITABLE TRUSTFY2022£5kgeneral charitable objectives

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
J N DERBYSHIRE TRUST1£3k
MILLS AND REEVE CHARITABLE TRUST1£3k
THE THOMAS FARR CHARITY1£3k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CHARTERED CERTIFIED ACCOUNTANTS BENEVOLENT FUND.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION£5.4m——unclear—no doubt
THE CHARTERED CERTIFIED ACCOUNTANTS BENEVOLENT FUND FY2025£658k—0unclear—no doubt
CHARTERED ACCOUNTANTS' LIVERY CHARITY FY2025£318k—0unclear—no doubt
C.A.B. CORNWALL FY2025£1.8m—0above—no doubt
COMMUNITY ACCOUNTING PLUS FY2025£680k—0unclear—no doubt
SOLICITORS BENEVOLENT ASSOCIATION LIMITED FY2024£1.6m——unclear15.6%no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.