PROVISION TRADE BENEVOLENT INSTITUTION

Registered charity 209173 · accounts filings on the Charity Commission register · also known as P T B I, THE PROVISION TRADE CHARITY

To provide financial assistance to former employees of the provision and allied trades together with their surviving widows and widowers

Objects

TO AID NECESSITOUS PERSONS IN THE PROVISION TRADE AND THEIR WIDOWS BY WAY OF PENSIONS, GRANTS AND OTHER PAYMENTS.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that outgoings exceeded income by £11.5k, a reduction in deficit compared to the previous year. The charity holds unrestricted reserves of £1,024,438, primarily in fixed asset investments, which the trustees deem sufficient for short and medium-term activities. However, the trustees acknowledge the continuing need to increase income to meet long-term expenditure.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Serious incident reporting policy and procedures

Register events

• Received assets from another charity (01/02/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (08/10/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Alexander Hume
• Brian Murrell
• CHARLES LEONARD STORR
• CHARLES RICHARD STEPHEN LINK · trustee of 3 other charities
• Clare Cheney
• Geoff Pearce
• Ian Thomas
• John Nicholas Howard
• MR TONY STANTON
• Mike Mills
• Philip John Langslow
• SARAH ELIZABETH DAVIES
• Timothy Rowcliffe

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

Operates in: Throughout England And Wales

Income and spending

Common questions