BEN - MOTOR AND ALLIED TRADES BENEVOLENT FUND
BEN provides financial support and facilities to people and their close dependants, resident in the UK or the Republic of Ireland, who are working or have worked in a qualifying trade or industry.BEN currently operates Welfare Offices in Ascot, Birmingham, Northern England and Scotland; Nursing and Residential Centres in Ascot, Rugby, and Berwick-upon-Tweed; Day Care Centre in Coventry.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net loss of £1.1m for the year, primarily due to a significant unrealised loss on investments, while operational cash flow remained positive. Free reserves were £5.5m, which the trustees note is broadly in line with their policy target of four months' operating expenses. The charity is transitioning its strategic focus and has completed the transfer of its care and village operations, which generated approximately £42m in net proceeds post-year-end.
What the accounts disclose
“The free reserves of the Charity group are £5.5m which equates to just under four months of operating expenses, broadly in line with the reserves policy.” — page 13
“The charity has four wholly owned subsidiaries, incorporated in England and Wales, BenTrade Ltd (company number 01437707), ‘BenTrade’, which operates commercial trading operations and Rise Lodge Developments Ltd (company number 7299615), ‘Rise Lodge’, which provides design and build services to the members of the Ben Group, and Automotive UK (company number 04597093) and Claude Wallis Limited (company number 07299529), both dormant.” — page 34
Year-over-year changes
- Reserves position vs the charity's own policy moved from "above" (FY2024) to "below" (FY2025).
Corporate structure
- Registered company of the charity Companies House 02163894
Company officers (Companies House)
- WILKES, Pia Randbo Jepsen on trustee list
- EDWARDS, Darren Lee on trustee list
- HEWETT, Jonathan David on trustee list
- HOARE, Georgina Marion Isabel not on trustee list
- OTON, Damian Mark on trustee list
- NEWTON, Tracey Ann on trustee list
- LATHAM, Katherine Jane on trustee list
- DALTON, William John Harling on trustee list
- HALL, Shirley Helen on trustee list
- OUTHWAITE, Mark Robert Canning on trustee list
- SMITH, Martin
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Jonathan David Hewettchair
- Damian Mark Oton
- Darren Lee Edwards
- Katherine Jane Latham
- Mark Robert Canning Outhwaite
- Pia Randbo Jepsen Wilkes
- Shirley Helen Hall
- Tracey Ann Newton
- William John Harling Dalton
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £19.5m | £21.1m |
| 31/03/2024 | £20.5m | £22.4m |
| 31/03/2023 | £18.9m | £20.5m |
| 31/03/2022 | £16.6m | £17.7m |
| 31/03/2021 | £17.1m | £17.4m |
Common questions
Is BEN - MOTOR AND ALLIED TRADES BENEVOLENT FUND financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net loss of £1.1m for the year, primarily due to a significant unrealised loss on investments, while operational cash flow remained positive. Free reserves were £5.5m, which the trustees note is broadly in line with their policy target of four months' operating expenses. The charity is transitioning its strategic focus and has completed the transfer of its care and village operations, which generated approximately £42m in net proceeds post-year-end. Its FY2025 accounts were audited by BDO LLP.
Who funds BEN - MOTOR AND ALLIED TRADES BENEVOLENT FUND?
Funders whose own accounts filings name BEN - MOTOR AND ALLIED TRADES BENEVOLENT FUND as a grant recipient include THE PENNIES FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE PENNIES FOUNDATION | FY2022 | £29k | |
| THE PENNIES FOUNDATION | FY2021 | £21k | Grant to institution |
| THE PENNIES FOUNDATION | FY2023 | £7k | |
| THE PENNIES FOUNDATION | FY2024 | £6k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CSIS CHARITY FUND | 1 | £85k |
Charities like this
- THE INSTITUTION OF STRUCTURAL ENGINEERS BENEVOLENT FUND
- THE BENEVOLENT FUND OF THE INSTITUTION OF MECHANICAL ENGINEERS
- THE INSTITUTION OF ENGINEERING AND TECHNOLOGY BENEVOLENT FUND
- BT BENEVOLENT FUND
- THE BANKERS BENEVOLENT FUND
- The British Airways Benevolent Fund
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BEN - MOTOR AND ALLIED TRADES BENEVOLENT FUND | £19.5m | — | — | below | — | no doubt |
| THE INSTITUTION OF STRUCTURAL ENGINEERS BENEVOLENT FUND | £113k | — | 0 | unclear | 24.5% | no doubt |
| THE BENEVOLENT FUND OF THE INSTITUTION OF MECHANICAL ENGINEERS | £1.7m | — | 0 | unclear | — | no doubt |
| THE INSTITUTION OF ENGINEERING AND TECHNOLOGY BENEVOLENT FUND | £1.6m | £80,001 - £90,000 | 1 | above | — | no doubt |
| BT BENEVOLENT FUND | £1.6m | — | 0 | above | — | no doubt |
| THE BANKERS BENEVOLENT FUND | £2.5m | £120,001 - £125,000 | — | unclear | — | no doubt |