Records of the Headmasters' Association Benevolent Fund

This material is held atInstitute of Education Library and Archives, University College London

Scope and Content

Organised into 5 rough series:

1. Financial Records

Investment papers

Bank statements (restricted access)

Financial statements: annual statements for 1981, 1982, 1984, 1985 (all statements of investments); 1986-1998 (annual); 2000-2006; 2008-2014 (annotated that later accounts are filed in the Charity Commission file)

'Other funds and for SHAR Annual Reports' mainly Charity Commission returns, annual reports, various financial statements, financial administration, declarations of trustees, papers regarding the governance of Headmasters' Association Benevolent Fund, Association of Headmistresses' Benevolent Fund, and Secondary Heads Association Benevolent Fund and the merger of funds.

Charity Commission - correspondence with and regarding the Charity Commission; including the amalgamation of funds between the HMA, AMB and SHA Benevolent Funds 1975-1997

2. Minutes of Committee and Trustees

February 1975 - October 1982

October 1982 - October 1986

March 1987 - November 1990

March 1991 - November 1993

March 1994 - November 1999

March 2000 - November 2003

March 2004 - March 2011

November 2011 - October 2013

October 2013 - November 2015

Various minutes and correspondence c1992-2012

3. Beneficiaries

File one - HMABF reports and correspondence 1990-2012

File two - Beneficiaries (old) - index at front; organised alphabetically c1994-2005

4. Correspondence

Visit a Veteran 1993-1995

Headmasters Association Benevolent Fund Correspondence 1986-1989

Headmasters Association Benevolent Fund Correspondence 1990-1995

Headmasters Association Benevolent Fund Correspondence & Enquiries 1996-2002

Chairman's Correspondence 1990-2002

5. Registers

Headmasters' Association - Register of Members 1970

Headmasters' Association - Register of Members 1975, with 1976 supplement

Secondary Heads Association - Register of Members 1978

Secondary Heads Association - Register of Members 1980-1981

Secondary Heads Association - Register of Members 1982-1983

Administrative / Biographical History

The Headmasters’ Association Benevolent Fund (HMA) was a charity set up ‘For the purpose of relieving distress through poverty of –

(a) widows and dependents of deceased head masters (who were members of the association)

(b) head masters and ex-head masters (members or former members of the association) in special and urgent need of assistance’

It was registered as a charity on 1970 and removed from the register in 2016 due to ‘transfer of funds’

Access Information

Restricted access

This collection is not yet catalogued. Some papers may be restricted or closed under data protection legislation. Please contact IOE Archives for further information.