BritDB

CCEW Charity Commission profile

BUPA FOUNDATION

Registered charity 1162759 · organisation 5062840

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
21 July 2015
Removed
Not supplied
Company number supplied
09524970
Financial period
1 January 2025 – 31 December 2025
Latest income
£3,046,334
Latest expenditure
£2,285,526
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: B U P A, 1 Angel Court, LONDON, EC2R 7HJ

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

02 Activities

What the charity does

The Bupa Foundation runs and helps fund practical projects that help to create healthier communities. Our health, and the health of the places we live, are deeply connected. So we help local communities to run projects that look after both.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
12 August 2026
Date Accounts Received
12 August 2026
Total Gross Income
£3,046,334
Total Gross Expenditure
£2,285,526
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
14 August 2025
Date Accounts Received
14 August 2025
Total Gross Income
£2,105,241
Total Gross Expenditure
£2,097,699
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
24 September 2024
Date Accounts Received
24 September 2024
Total Gross Income
£2,070,586
Total Gross Expenditure
£2,126,307
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
24 October 2023
Date Accounts Received
24 October 2023
Total Gross Income
£1,182,964
Total Gross Expenditure
£1,247,046
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
2 September 2022
Date Accounts Received
2 September 2022
Total Gross Income
£1,187,989
Total Gross Expenditure
£1,258,291

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
12 August 2026
Total Gross Income
£3,046,334
Total Gross Expenditure
£2,285,526
Grant Making Is Main Activity
Yes
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
14 August 2025
Total Gross Income
£2,105,241
Total Gross Expenditure
£2,097,699
Grant Making Is Main Activity
Yes
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
24 September 2024
Total Gross Income
£2,070,586
Total Gross Expenditure
£2,126,307
Grant Making Is Main Activity
Yes
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
Count Volunteers
100
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
24 October 2023
Total Gross Income
£1,182,964
Total Gross Expenditure
£1,247,046
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
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
100
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
2 September 2022
Total Gross Income
£1,187,989
Total Gross Expenditure
£1,258,291
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
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
Yes
Employees Salary Over 60k
No
Count Volunteers
245

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
12 August 2026
Income Donations And Legacies
3022729
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
23605
Income Other
0
Income Total Income And Endowments
3046334
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£309
Expenditure Charitable Expenditure
£2,285,217
Expenditure Other
0
Expenditure Total
2285526
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
304327
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£786,300
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£786,300
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£786,300
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£786,300
Funds Endowment
0
Funds Unrestricted
706795
Funds Restricted
79505
Funds Total
786300
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
14 August 2025
Income Donations And Legacies
2096949
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
8292
Income Other
0
Income Total Income And Endowments
2105241
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£255
Expenditure Charitable Expenditure
£2,097,444
Expenditure Other
0
Expenditure Total
2097699
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
296949
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£25,492
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£25,492
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£25,492
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£25,492
Funds Endowment
0
Funds Unrestricted
25492
Funds Restricted
0
Funds Total
25492
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
24 September 2024
Income Donations And Legacies
2057980
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
12606
Income Other
0
Income Total Income And Endowments
2070586
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£430
Expenditure Charitable Expenditure
£2,125,877
Expenditure Other
0
Expenditure Total
2126307
Expenditure Investment Management
0
Expenditure Grants Institution
1818913
Expenditure Governance
15282
Expenditure Support Costs
272980
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£17,950
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£17,950
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£17,950
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£17,950
Funds Endowment
0
Funds Unrestricted
17950
Funds Restricted
0
Funds Total
17950
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
24 October 2023
Income Donations And Legacies
1182964
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
1182964
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,247,046
Expenditure Other
0
Expenditure Total
1247046
Expenditure Investment Management
0
Expenditure Grants Institution
1247046
Expenditure Governance
0
Expenditure Support Costs
182881
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£100,269
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£100,269
Assets Total Liabilities
£26,598
Assets Current Investment
0
Assets Total Assets And Liabilities
£73,671
Creditors One Year Total Current
26598
Creditors Falling Due After One Year
0
Assets Cash
£100,269
Funds Endowment
0
Funds Unrestricted
73671
Funds Restricted
0
Funds Total
73671
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
2 September 2022
Income Donations And Legacies
1187989
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
1187989
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,258,291
Expenditure Other
0
Expenditure Total
1258291
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
207371
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£290,733
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£290,733
Assets Total Liabilities
£152,980
Assets Current Investment
0
Assets Total Assets And Liabilities
£137,753
Creditors One Year Total Current
152980
Creditors Falling Due After One Year
0
Assets Cash
£290,733
Funds Endowment
0
Funds Unrestricted
137753
Funds Restricted
0
Funds Total
137753
Count Employees
1
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

07 Official extract

Charity Classification

Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

08 Official extract

Charity Event History

Charity Name
BUPA FOUNDATION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2015-07-21T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 02 APR 2015 as amended on 27 Aug 2020
Charitable Objects
THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT TO:ADVANCE HEALTH OR PREVENT OR RELIEVE SUFFERING; ANDFURTHER ANY OTHER PURPOSE WHICH IS EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES (PROVIDED THAT THE CHARITY MAY NOT FURTHER ANY PURPOSES WHICH ARE NOT ALSO EXCLUSIVELY CHARITABLE IN ACCORDANCE WITH THE LAWS OF SCOTLAND OR NORTHERN IRELAND).

10 Official extract

Charity Other Names

Charity Name Id
559073
Charity Name Type
Previous name
Charity Name
BUPA UK FOUNDATION

11 Official extract

Charity Policy

Policy Name
Complaints handling
Policy Name
Safeguarding policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Volunteer management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Conflicting interests