skip to main content

Beta This is a prototype - your feedback will help us improve it

up-to-date

Data for financial year ending 31 March 2019

The Royal Institution Of Chartered Surveyors' Benevolent Fund Limited

  • Income

    £2.4M

  • 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:

£2.4M

* £575.0K investment gains(losses)

Expenditure:

£1.8M

Assets and liabilities

  • £37.0K Own use assets
  • £20.8M Long term investments
  • £-57.0K Defined benefit pension scheme asset or liability
  • £2.3M Other assets
  • £186.0K Total liabilities
Financial history
Compliance history

Fundraising

Raises funds from the Public

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

75%
94%
23%

Charitable objects

The objects for which the Company is established (the “Objects”) are restricted to: 2.1 the prevention or relief of poverty of the Beneficiaries; and 2.2 the relief of those Beneficiaries who are in need by reason of youth, age, ill health, disability, financial hardship or other disadvantage; 2.3 the protection and preservation of health, and in particular mental health, of the Beneficiaries; and 2.4 Such other charitable purposes for the benefit of the Beneficiaries as the Trustees, in their absolute discretion, may from time to time determine, in each case for the public benefit.

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 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 23 APR 2020 as amended on 26 May 2020

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.

  • 13 Trustees
  • 18 Employees
  • 15 Volunteers

Trustee board

Trustee Other trusteeships Charity status
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
Philip John Payton Nell None on record
Kathleen Emma Taylor None on record
Amy Claire Leader None on record
Diane Awo Dumashie None on record
Philippa Jane Sampson-Bancroft None on record
Shashi Kiran Sharma None on record

Areas of operation

List of regions

  • Canada
  • France
  • Ghana
  • Hong Kong
  • Ireland
  • Malaysia
  • Netherlands
  • Scotland
  • South Africa
  • Sri Lanka
  • Switzerland
  • Throughout England And Wales
  • Uganda
  • United Arab Emirates
  • Zimbabwe