BRITISH DENTAL ASSOCIATION TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 28 September 1965
Removed: Not supplied
Company number supplied: 00849283
Financial period: 1 October 2024 – 30 September 2025
Latest income: £883,470
Latest expenditure: £1,284,261
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Institute Of Directors, FAO British Dental Association, 116 Pall Mall, lONDON, SW1Y 5ED

Website recorded by the regulator: www.bda.org (displayed as text)

02 Activities

What the charity does

The charity runs a museum and a library, as well as undertaking a range of projects in order to support dentists within Great Britain and Northern Ireland.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 8 June 2026
Date Accounts Received: 8 June 2026
Total Gross Income: £883,470
Total Gross Expenditure: £1,284,261

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 19 May 2025
Date Accounts Received: 19 May 2025
Total Gross Income: £858,657
Total Gross Expenditure: £1,021,873

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 13 May 2024
Date Accounts Received: 13 May 2024
Total Gross Income: £676,666
Total Gross Expenditure: £1,010,315

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 19 June 2023
Date Accounts Received: 19 June 2023
Total Gross Income: £812,983
Total Gross Expenditure: £887,100

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 24 May 2022
Date Accounts Received: 24 May 2022
Total Gross Income: £504,412
Total Gross Expenditure: £858,976

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 8 June 2026
Total Gross Income: £883,470
Total Gross Expenditure: £1,284,261
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 19 May 2025
Total Gross Income: £858,657
Total Gross Expenditure: £1,021,873
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 13 May 2024
Total Gross Income: £676,666
Total Gross Expenditure: £1,010,315
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 8

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 19 June 2023
Total Gross Income: £812,983
Total Gross Expenditure: £887,100
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 8

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 24 May 2022
Total Gross Income: £504,412
Total Gross Expenditure: £858,976
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 8 June 2026
Income Donations And Legacies: 880708
Income Other Trading Activities: 0
Income Charitable Activities: 286
Income Investments: 2476
Income Other: 0
Income Total Income And Endowments: 883470
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £27
Expenditure Charitable Expenditure: £1,284,234
Expenditure Other: 0
Expenditure Total: 1284261
Expenditure Investment Management: 27
Expenditure Grants Institution: 0
Expenditure Governance: 350751
Expenditure Support Costs: 350751
Expenditure Depreciation: 9840
Gain Loss Investment: -42
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £188,788
Assets Total Fixed: 78967
Assets Own Use: 78967
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £900,140
Assets Total Liabilities: £661,106
Assets Current Investment: 0
Assets Total Assets And Liabilities: £318,001
Creditors One Year Total Current: 661106
Creditors Falling Due After One Year: 0
Assets Cash: £765,489
Funds Endowment: 0
Funds Unrestricted: 188788
Funds Restricted: 129213
Funds Total: 318001
Count Employees: 8
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 19 May 2025
Income Donations And Legacies: 829542
Income Other Trading Activities: 0
Income Charitable Activities: 588
Income Investments: 28527
Income Other: 0
Income Total Income And Endowments: 858657
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,021,873
Expenditure Other: 0
Expenditure Total: 1021873
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 324447
Expenditure Support Costs: 324447
Expenditure Depreciation: 9321
Gain Loss Investment: 81086
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £459,039
Assets Total Fixed: 105482
Assets Own Use: 80542
Assets Long Term Investment: 24940
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,160,658
Assets Total Liabilities: £547,306
Assets Current Investment: 0
Assets Total Assets And Liabilities: £718,834
Creditors One Year Total Current: 547306
Creditors Falling Due After One Year: 0
Assets Cash: £1,011,490
Funds Endowment: 0
Funds Unrestricted: 459039
Funds Restricted: 259795
Funds Total: 718834
Count Employees: 8
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 13 May 2024
Income Donations And Legacies: 641292
Income Other Trading Activities: 0
Income Charitable Activities: 465
Income Investments: 34909
Income Other: 0
Income Total Income And Endowments: 676666
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,010,315
Expenditure Other: 0
Expenditure Total: 1010315
Expenditure Investment Management: 0
Expenditure Grants Institution: 28378
Expenditure Governance: 354740
Expenditure Support Costs: 354740
Expenditure Depreciation: 9798
Gain Loss Investment: 79662
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £463,178
Assets Total Fixed: 1112727
Assets Own Use: 81574
Assets Long Term Investment: 1031153
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,518,060
Assets Total Liabilities: £1,829,823
Assets Current Investment: 141876
Assets Total Assets And Liabilities: £800,964
Creditors One Year Total Current: 1829823
Creditors Falling Due After One Year: 0
Assets Cash: £1,376,184
Funds Endowment: 0
Funds Unrestricted: 463178
Funds Restricted: 337786
Funds Total: 800964
Count Employees: 8
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 19 June 2023
Income Donations And Legacies: 776823
Income Other Trading Activities: 0
Income Charitable Activities: 775
Income Investments: 35385
Income Other: 0
Income Total Income And Endowments: 812983
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £887,100
Expenditure Other: 0
Expenditure Total: 887100
Expenditure Investment Management: 0
Expenditure Grants Institution: 108919
Expenditure Governance: 332907
Expenditure Support Costs: 332907
Expenditure Depreciation: 8093
Gain Loss Investment: -73149
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £658,079
Assets Total Fixed: 1027959
Assets Own Use: 76469
Assets Long Term Investment: 951490
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,272,219
Assets Total Liabilities: £1,245,227
Assets Current Investment: 139706
Assets Total Assets And Liabilities: £1,054,951
Creditors One Year Total Current: 1245227
Creditors Falling Due After One Year: 0
Assets Cash: £1,132,513
Funds Endowment: 0
Funds Unrestricted: 658079
Funds Restricted: 396872
Funds Total: 1054951
Count Employees: 5
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 24 May 2022
Income Donations And Legacies: 470673
Income Other Trading Activities: 0
Income Charitable Activities: 1112
Income Investments: 32627
Income Other: 0
Income Total Income And Endowments: 504412
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £858,976
Expenditure Other: 0
Expenditure Total: 858976
Expenditure Investment Management: 0
Expenditure Grants Institution: 129242
Expenditure Governance: 302285
Expenditure Support Costs: 302285
Expenditure Depreciation: 7821
Gain Loss Investment: 132022
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £658,662
Assets Total Fixed: 1100019
Assets Own Use: 75380
Assets Long Term Investment: 1024639
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,236,533
Assets Total Liabilities: £1,134,335
Assets Current Investment: 144014
Assets Total Assets And Liabilities: £1,202,217
Creditors One Year Total Current: 1134335
Creditors Falling Due After One Year: 0
Assets Cash: £1,092,519
Funds Endowment: 0
Funds Unrestricted: 658662
Funds Restricted: 543555
Funds Total: 1202217
Count Employees: 5
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Northern Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

08 Official extract

Charity Event History

Charity Name: BRITISH DENTAL ASSOCIATION TRUST FUND
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2012-08-02T00:00:00
Reason: Funds transferred (gi)
Assoc Organisation Number: 1009833
Assoc Registered Charity Number: 1009833
Assoc Charity Name: THE BRITISH DENTAL ASSOCIATION SHIRLEY GLASSTONE HUGHES MEMORIAL PRIZE FOR DENTAL RESEARCH

Charity Name: BRITISH DENTAL ASSOCIATION TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1965-09-28T00:00:00

Charity Name: BRITISH DENTAL ASSOCIATION TRUST FUND
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2023-03-02T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 240459
Assoc Registered Charity Number: 240459
Assoc Charity Name: MACKENZIE MEDICAL CENTRE

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 18TH MAY 1965
Charitable Objects: TO PROMOTE, ENCOURAGE AND ADVANCE THE STUDY AND PRACTICE OF DENTISTRY AND ALLIED SCIENCES. TO ADVANCE EDUCATION IN CONNECTION WITH DENTISTRY AND ALLIED SCIENCES. TO PROMOTE DENTAL HEALTH AND TO FURTHER DENTAL HEALTH EDUCATION.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Paying staff

Policy Name: Complaints handling

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Volunteer management

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Bullying and harassment policy and procedures