BritDB

CCEW Charity Commission profile

BMA FOUNDATION

Registered charity 1192733 · organisation 5168338

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
9 December 2020
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£1,248,946
Latest expenditure
£1,419,410
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
Yes

Public contact address: BRITISH MEDICAL ASSOCIATION, B M A HOUSE, TAVISTOCK SQUARE, LONDON, WC1H 9JP

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

02 Activities

What the charity does

The BMA Foundation is an independent charity that awards funds to encourage and further medical research. Our mission is to support medical students, doctors and scientists in their research aims and help pioneer medical research.Each year, research grants are awarded to medical students, research scientists and doctors, all funded by generous past bequests.

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
25 August 2026
Date Accounts Received
25 August 2026
Total Gross Income
£1,248,946
Total Gross Expenditure
£1,419,410
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
1 October 2025
Date Accounts Received
1 October 2025
Total Gross Income
£1,250,722
Total Gross Expenditure
£806,309
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
19 September 2024
Date Accounts Received
19 September 2024
Total Gross Income
£1,165,611
Total Gross Expenditure
£1,073,063
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
29 September 2023
Date Accounts Received
29 September 2023
Total Gross Income
£1,181,510
Total Gross Expenditure
£1,040,229
Fin Period Start Date
9 December 2020
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
16 August 2022
Date Accounts Received
16 August 2022
Total Gross Income
£2,845,752
Total Gross Expenditure
£1,037,263

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
25 August 2026
Total Gross Income
£1,248,946
Total Gross Expenditure
£1,419,410
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
1 October 2025
Total Gross Income
£1,250,722
Total Gross Expenditure
£806,309
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
19 September 2024
Total Gross Income
£1,165,611
Total Gross Expenditure
£1,073,063
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
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
29 September 2023
Total Gross Income
£1,181,510
Total Gross Expenditure
£1,040,229
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
9 December 2020
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
16 August 2022
Total Gross Income
£2,845,752
Total Gross Expenditure
£1,037,263
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
0

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
25 August 2026
Income Donations And Legacies
266268
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
982678
Income Other
0
Income Total Income And Endowments
1248946
Income Legacies
137284
Income Endowments
0
Expenditure Raising Funds
£84,294
Expenditure Charitable Expenditure
£1,317,554
Expenditure Other
17562
Expenditure Total
1419410
Expenditure Investment Management
84294
Expenditure Grants Institution
1101950
Expenditure Governance
4920
Expenditure Support Costs
215604
Expenditure Depreciation
0
Gain Loss Investment
2361412
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£27,269,218
Assets Total Fixed
28267548
Assets Own Use
0
Assets Long Term Investment
28267548
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,718,508
Assets Total Liabilities
£2,716,838
Assets Current Investment
0
Assets Total Assets And Liabilities
£27,269,218
Creditors One Year Total Current
2716838
Creditors Falling Due After One Year
0
Assets Cash
£1,589,804
Funds Endowment
0
Funds Unrestricted
18722121
Funds Restricted
8547097
Funds Total
27269218
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
1 October 2025
Income Donations And Legacies
215760
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1034962
Income Other
0
Income Total Income And Endowments
1250722
Income Legacies
27346
Income Endowments
0
Expenditure Raising Funds
£58,320
Expenditure Charitable Expenditure
£730,589
Expenditure Other
17400
Expenditure Total
806309
Expenditure Investment Management
58320
Expenditure Grants Institution
536627
Expenditure Governance
4680
Expenditure Support Costs
193962
Expenditure Depreciation
0
Gain Loss Investment
-159156
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£25,078,270
Assets Total Fixed
25729703
Assets Own Use
0
Assets Long Term Investment
25729703
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,720,982
Assets Total Liabilities
£2,372,415
Assets Current Investment
0
Assets Total Assets And Liabilities
£25,078,270
Creditors One Year Total Current
2372415
Creditors Falling Due After One Year
0
Assets Cash
£1,586,278
Funds Endowment
0
Funds Unrestricted
17098489
Funds Restricted
7979781
Funds Total
25078270
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
19 September 2024
Income Donations And Legacies
193163
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
972448
Income Other
0
Income Total Income And Endowments
1165611
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£61,750
Expenditure Charitable Expenditure
£1,011,313
Expenditure Other
0
Expenditure Total
1073063
Expenditure Investment Management
31969
Expenditure Grants Institution
857291
Expenditure Governance
2406
Expenditure Support Costs
151616
Expenditure Depreciation
0
Gain Loss Investment
1401580
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,789,866
Assets Total Fixed
26118768
Assets Own Use
0
Assets Long Term Investment
26118768
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,358,949
Assets Total Liabilities
£2,684,704
Assets Current Investment
1284280
Assets Total Assets And Liabilities
£24,793,013
Creditors One Year Total Current
2684704
Creditors Falling Due After One Year
0
Assets Cash
£74,669
Funds Endowment
0
Funds Unrestricted
17003147
Funds Restricted
7789866
Funds Total
24793013
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
29 September 2023
Income Donations And Legacies
190816
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
990452
Income Other
242
Income Total Income And Endowments
1181510
Income Legacies
740
Income Endowments
0
Expenditure Raising Funds
£34,693
Expenditure Charitable Expenditure
£1,005,536
Expenditure Other
0
Expenditure Total
1040229
Expenditure Investment Management
34693
Expenditure Grants Institution
824336
Expenditure Governance
15690
Expenditure Support Costs
165510
Expenditure Depreciation
0
Gain Loss Investment
-2567558
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£17,733,059
Assets Total Fixed
24734091
Assets Own Use
0
Assets Long Term Investment
24734091
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,259,576
Assets Total Liabilities
£2,694,782
Assets Current Investment
0
Assets Total Assets And Liabilities
£23,298,885
Creditors One Year Total Current
2694782
Creditors Falling Due After One Year
0
Assets Cash
£1,135,647
Funds Endowment
0
Funds Unrestricted
17733059
Funds Restricted
5565826
Funds Total
23298885
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
9 December 2020
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
16 August 2022
Income Donations And Legacies
1897444
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
948308
Income Other
0
Income Total Income And Endowments
2845752
Income Legacies
1736948
Income Endowments
0
Expenditure Raising Funds
£29,240
Expenditure Charitable Expenditure
£1,008,023
Expenditure Other
0
Expenditure Total
1037263
Expenditure Investment Management
29240
Expenditure Grants Institution
782985
Expenditure Governance
11400
Expenditure Support Costs
213638
Expenditure Depreciation
0
Gain Loss Investment
2090991
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£19,611,628
Assets Total Fixed
27928558
Assets Own Use
0
Assets Long Term Investment
27928558
Defined Benefit Pension Scheme
0
Assets Other Assets
£327,589
Assets Total Liabilities
£2,530,985
Assets Current Investment
0
Assets Total Assets And Liabilities
£25,725,162
Creditors One Year Total Current
2530985
Creditors Falling Due After One Year
0
Assets Cash
£183,992
Funds Endowment
0
Funds Unrestricted
19611628
Funds Restricted
6113534
Funds Total
25725162
Count Employees
0
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
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
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
BMA FOUNDATION
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2020-12-09T00:00:00
Charity Name
BMA FOUNDATION
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2022-09-01T00:00:00
Assoc Organisation Number
233691
Assoc Registered Charity Number
233691
Assoc Charity Name
THE JAMES TRUST
Charity Name
BMA FOUNDATION
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2022-09-01T00:00:00
Assoc Organisation Number
276097
Assoc Registered Charity Number
276097
Assoc Charity Name
JOAN DAWKINS FUND
Charity Name
BMA FOUNDATION
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2022-09-01T00:00:00
Assoc Organisation Number
277391
Assoc Registered Charity Number
277391
Assoc Charity Name
H C ROSCOE TRUST FUND

09 Official extract

Charity Governing Document

Governing Document Description
CIO - ASSOCIATION Registered 09 Dec 2020
Charitable Objects
THE CHARITY'S OBJECT IS THE ADVANCEMENT OF HEALTH AND THE RELIEF OF SICKNESS FOR THE PUBLIC BENEFIT INCLUDING BY:(I) THE PROMOTION OF MEDICAL RESEARCH, THE PUBLICATION OF THE RESULTS OF SUCH RESEARCH FOR THE BENEFIT OF THE PUBLIC AND THE INVESTIGATION OF NEW METHODS OF MEDICAL RESEARCH; AND(II) THE FURTHER EDUCATION OF MEDICAL PRACTITIONERS AND THE INVESTIGATION OF NEW METHODS OF EDUCATING MEDICAL PRACTITIONERS TO ENCOURAGE THE HIGHEST STANDARDS IN MEDICAL PRACTICE.

10 Official extract

Charity Policy

Policy Name
Campaigns and political activity policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Paying staff
Policy Name
Complaints handling
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investment
Policy Name
Trustee expenses policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures