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up-to-date

Data for financial year ending 31 March 2018

The Royal Institution Of Chartered Surveyors' Benevolent Fund Limited

  • Income

    £1.8M

  • Spending

    £1.8M

  • Status

    Up-to-date

Charity no. 261245 Company no. 980025

Contact details

Public address

  • Royal Institution Of Chartered, Surveyors Benevolent Fund Lionheart, Ground Floor, 55 Colmore Row, Birmingham, B3 2AA

Aims & activities

LionHeart helps RICS members and past members and their families in need. This includes financial assistance, counselling, legal advice, debt advice, employment advice and stress advice.

What the charity does

  • General charitable purposes
  • The advancement of health or saving of lives
  • The prevention or relief of poverty
  • Other charitable purposes

Who the charity helps

  • Other defined groups

How the charity works

  • Makes grants to individuals
  • Provides advocacy/advice/information
  • Other charitable activities

Income and Endowments:

£1.8M

* £54.0K investment gains(losses)

Expenditure:

£1.8M

Assets and liabilities

  • £7.0K Own use assets
  • £20.3M Long term investments
  • £-0.2M Defined benefit pension scheme asset or liability
  • £1.7M Other assets
  • £156.0K Total liabilities
Financial history
Compliance history

Fundraising

Raises funds from the Public

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

100%
93%
0%

Charitable objects

THE GRATUITOUS RELIEF BY MEANS OF PECUNIARY OR OTHER ASSISTANCE OF NECESSITOUS PERSONS WHO:- ARE OR HAVE BEEN IN MEMBERSHIP OF THE ROYAL INSTITUTION OF CHARTERED SURVEYORS, EXCEPT HONORARY MEMBERS; ARE FORMER MEMBERS (BUT NOT HONORARY MEMBERS) OF THE LAND AGENTS' SOCIETY (HOWEVER INCORPORATED); ARE FORMER MEMBERS OF THE CHARTERED AUCTIONEERS' AND ESTATE AGENTS' INSTITUTE, THE AUCTIONEERS' AND ESTATE AGENTS' INSTITUTE OF THE UNITED KINGDOM AND THE ESTATE AGENTS' INSTITUTE OR HAVE BEEN ASSISTED WHETHER BY THOSE INSTITUTES OR BY THE INCORPORATED AUCTIONEERS' BENEVOLENT FUND; ARE FORMER FELLOWS, ASSOCIATES, GRADUATES, PROBATIONERS OR STUDENTS OF THE INSTITUTE OF QUANTITY SURVEYORS WHO WERE TRANSFERRED TO MEMBERSHIP OF THE ROYAL INSTITUTION OF CHARTERED SURVEYORS AT THE DATE OF AMALGAMATION OF THE ROYAL INSTITUTION OF CHARTERED SURVEYORS AND THE INSTITUTE OF QUANTITY SURVEYORS; ALL FORMER FELLOWS AND ASSOCIATES OF THE INSTITUTE OF QUANTITY SURVEYORS; ALL PERSONS PREVIOUSLY ASSISTED BY THE INSTITUTE OF QUANTITY SURVEYORS BENEVOLENT ASSOCIATION; ARE FORMER OR RETIRED MEMBERS OF THE INSTITUTE OF BUILDING CONTROL; ARE FORMER MEMBERS OF THE INCORPORATED SOCIETY OF AUCTIONEERS AND LANDED PROPERTY AGENTS AND THE VALUERS INSTITUTION AND MEMBERS AND FORMER MEMBERS OF THE INCORPORATED SOCIETY OF VALUERS AND AUCTIONEERS AND THE DEPENDENTS OF DECEASED MEMBERS OF THOSE BODIES; ARE EMPLOYEES OF MEMBERS OF THE NORTHERN IRELAND BRANCH OF THE ROYAL INSTITUTION OF CHARTERED SURVEYORS, WHICH EMPLOYEES HAVE FALLEN INTO NECESSITOUS CIRCUMSTANCES; ARE MEMBERS OF ANY OTHER PROFESSIONAL BODY WHICH TRANSFERS ITS FUNDS TO OR AMALGAMATES WITH THE COMPANY; ARE THE SPOUSES (INCLUDING WIDOWS AND WIDOWERS) , PARENTS, CHILDREN, OR KINDRED AND IMMEDIATE RELATIVES DEPENDENT UPON SUCH PERSONS.

Governing document

MEM AND ARTS OF ASS'N INCORP'D 19 MAY 1970 AS AMENDED BY SPECIAL RESN'S OF 19 MAY 1983, 26 MAY 1988, 4 NOV 1991, 11 DEC 1997 AND 13 DEC 2007 AND BY A SCHEME OF THE HIGH COURT OF N. IRELAND DATED 1 OCT 1984. ARTS OF ASS'N RECORDED AT CO HSE 6 OCT 2010

Organisation type

Standard registration

Other names

Lionheart

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
Conflicts of interest
Volunteer management
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property.

  • 11 Trustees
  • 18 Employees
  • 18 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Charles Arthur Follows None on record
James Grierson The York Foundation For Conservation And Craftsmanship Up-to-date
York Museum & Gallery Trust Up-to-date
Caroline Faith Legg The Parochial Church Council Of The Ecclesiastical Parish Of Great Ayton With Easby Up-to-date
Andrew Carrick None on record
Dayle Bayliss None on record
James Stephen Williamson National Association For Areas Of Outstanding Natural Beauty Up-to-date
Peter Daniel Mccrea Frics None on record
Katie Jane Leppard None on record
Richard Anthony Serra None on record
Philip John Payton Nell None on record
Kathleen Emma Taylor None on record

Areas of operation

List of regions

  • Canada
  • France
  • Ghana
  • Hong Kong
  • India
  • Ireland
  • Malawi
  • Mauritius
  • Nigeria
  • Russia
  • Scotland
  • South Africa
  • Sri Lanka
  • Throughout England And Wales
  • Zambia
  • Zimbabwe