bp Helios Fund

Registered charity 803778 · accounts filings on the Charity Commission register · also known as BP BENEVOLENT FUND

To assist financially those former employees of the British Petroleum Company Plc or any subsidiary or associated companies and their dependants, who are suffering severe financial hardship or need. Assistance is normally given in the form of a grant or a loan.

Causes: Disability · The Prevention Or Relief Of Poverty · Get email alerts

Latest income

£10.1m

Latest spending

£943k

Registered

1990

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves increased significantly to £10,964,457, driven largely by a £10,000,000 donation from the BP Plc Employee Benefit Trust and investment gains. The trustees report adequate resources for the foreseeable future, with no staff employed and minimal operational expenditure relative to the asset base.

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

What the accounts disclose

Related-party transaction: BP plc met certain expenditure on behalf of the charity (staff costs recharged in prior years, ceased in 2025).

“BP plc is a related party that met certain expenditure on behalf of the charity. No salary costs were recharged during the current year, as the prior arrangement has ceased (2024: £25,882 in respect of four employees who provided services to the charity).” — page 21

“The BP Employee Benefits Trust have provided one (2024: no) general donation in the year amounting to £10,000,000 (2024: £Nil).” — page 21

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: BP Employee Benefits Trust provided a general donation of £10,000,000.

“BP plc is a related party that met certain expenditure on behalf of the charity. No salary costs were recharged during the current year, as the prior arrangement has ceased (2024: £25,882 in respect of four employees who provided services to the charity).” — page 21

“The BP Employee Benefits Trust have provided one (2024: no) general donation in the year amounting to £10,000,000 (2024: £Nil).” — page 21

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Ensors. Discloses 3 of 6 completeness components.

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

Total income

£10.1m

Total spending

£943k

Cost of raising funds

£11k

Reserves (reported)

£11.0m

Employees

Reported reserves equal ~139.6 months of spending — in the top quarter for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (99% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.1% of total income — below the median for charities its size (3.8%) (benchmarks).

Trustees · trustee networks

BP Benevolent Fund Trustees Limited

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/12/2025	£10.1m	£943k
31/12/2024	£13.8m	£14.9m
31/12/2023	£2.3m	£1.3m
31/12/2022	£28k	£116k
31/12/2021	£24k	£45k

Common questions

Is bp Helios Fund financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves increased significantly to £10,964,457, driven largely by a £10,000,000 donation from the BP Plc Employee Benefit Trust and investment gains. The trustees report adequate resources for the foreseeable future, with no staff employed and minimal operational expenditure relative to the asset base. Its FY2025 accounts were audited by Ensors.

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.

Funder	Similar charities funded	Amount to them
CSIS CHARITY FUND	1	£85k
HEY SMILE FOUNDATION	1	£7k
THE REISNER CHARITABLE FOUNDATION LTD	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with The British Airways Benevolent Fund.

The British Airways Benevolent Fund income £120k
BAPCO LIMITED income £273k
THE BRITISH AIRLINE PILOTS ASSOCIATION BENEVOLENT FUND income £106k
THE SHELL PENSIONERS BENEVOLENT ASSOCIATION income £672k
THE HELEN AND DAVID HAINS (UK) FOUNDATION income £501k
BT BENEVOLENT FUND income £1.6m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
bp Helios Fund	£10.1m	—	unclear	—	no doubt
The British Airways Benevolent Fund FY2024	£120k	—	above	—	no doubt
BAPCO LIMITED FY2025	£273k	—	unclear	—	no doubt
THE BRITISH AIRLINE PILOTS ASSOCIATION BENEVOLENT FUND FY2025	£106k	—	unclear	—	no doubt
THE SHELL PENSIONERS BENEVOLENT ASSOCIATION FY2025	£672k	—	unclear	—	no doubt
THE HELEN AND DAVID HAINS (UK) FOUNDATION FY2025	£501k	—	unclear	—	no doubt

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