Overall GiG Score: 13 ?
Finance Score: -1
Governance Score: 6
Support Score: 8
  • Volatile income
  • spending growth: -1
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Grant maker support: +8

BARTS CHARITY 

Barts Charity brings brilliant ideas, ground-breaking research and transformational healthcare to life in East London. Together with our partners we make better healthcare possible, funding brilliant ideas and ground-breaking research to transform lives. We invest in inspiring people and projects that have the greatest impact on the health and lives of local people.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • This charity has an endowment fund which generates most of its income
  • Spending has increased over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

  • Income has been volatile recently but spending has been maintained
Established: 27 years

www.bartscharity.org.uk

fiona.bickley@bartscharity.org.uk

02076181717

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£11,899£52,549£-40,650£2,960£401,324£27,5486.3370
31/03/22£14,511£34,560£-20,049£2,752£449,368£68,97724300
31/03/21£20,370£31,157£-10,787£1,290£431,005£85,24432.8310
31/03/20£19,775£32,238£-12,463£1,224£371,599£69,871263215
31/03/19£17,744£34,263£-16,519£966£411,469£86,19630.23140
31/03/18£19,620£33,751£-14,131£1,011£410,736£96,29634.2290
31/03/17£17,375£16,117£1,258£892£421,712£110,90682.6270
31/03/16£14,046£28,603£-14,557£762£362,215£91,32238.3230
31/03/15£8,882£12,682£-3,800£720£354,107£96,55691.4220
31/03/14£12,563£12,758£-195£909£307,739£81,82177200
31/03/13£12,613£11,188£1,425£898£288,327£77,06582.7230
31/03/12£13,615£11,273£2,342£935£243,786£61,54265.5270
31/03/11£16,247£11,414£4,833£1,037£228,839£50,42053210
31/03/10£13,446£10,788£2,658£876£196,514£35,13839.1200
31/03/09£15,080£10,813£4,267£833£168,724£21,66524200
31/03/08£15,245£10,593£4,652£665£203,538£8,89210.1200
31/03/07£13,520£13,047£473£1,136£214,163£15,02413.8150
31/03/06£14,724£52,726£-38,002£0£0£0n/a00
31/03/05*£18,470£16,608£1,862£0£0£0n/a00
31/03/04*£19,466£37,544£-18,078£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 23%
Liabilities/Income: 1000%
Unrestricted Funds/Total Funds: 7%
Reserves/Spending: 6.3 months
Net Current Assets/Spending: -4 months
Quick Ratio: 0.2
Asset Split ?
What it does
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 37 employees
Who it helps
  • The General Public/Mankind
How it operates
  • Makes Grants to Organisations
Where it operates
  • Barking And Dagenham, City Of London, Hackney, Newham, Redbridge, Tower Hamlets, Waltham Forest,

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Wolfson Foundation - Grant to Barts Charity
£1,000,000 06/12/2023
New Clinical Research Facility at the Royal London Hospital supporting clinical trials in a range of diseases
Garfield Weston Foundation - Major Grants award
£350,000 01/10/2021
London's Lifeline
Garfield Weston Foundation - Main Grants award
£50,000 22/11/2019
Special Care Baby Unit: Transforming Neonatal Services at Whipps Cross Hospital
Masonic Trust - LSO Discovery: Musical Inclusion programme
£100,000 21/02/2018
Opportunities for isolated children and young people to engage in creative music projects with the London Symphony Orchestra.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 9/11 persons

Age Range of Trustees: 43-81
  • DR CATHERINE GODSON Appointed: 2019, Occupation: Professor Molecular Medicine, Univ College Dublin
  • IAN HART Appointed: 2019, Occupation: Investment Banker
  • JEAN MURPHY Appointed: 2022, Occupation: Managing Director
Legal constitution
  • Charitable company registered in England & Wales on 20/02/1997, number: 212563
  • Registered at Companies House on 24/02/2010, number: 07168381
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR05: 1 days late, AR04: 1 days late,
Main office

Barts Charity
Red Lion Buildings
12 Cock Lane
London
EC1A 9BU

Objectives

THE COMPANY’S OBJECTS ARE RESTRICTED SPECIFICALLY TO THOSE CHARITABLE PURPOSES STATED IN SECTIONS 220(3) AND 220(5) OF, AND PARAGRAPH 10(1) OF SCHEDULE 4 TO, THE NHS ACT, NAMELY FOR SUCH PURPOSES RELATING TO1. HOSPITAL SERVICES (INCLUDING RESEARCH),2. THE HEALTH SERVICE INCLUDING ANY PART OF THE HEALTH SERVICE ASSOCIATED WITH ANY HOSPITAL,3. THE NHS TRUST (INCLUDING THE PURPOSES OF ANY SPECIFIC HOSPITAL OR OTHER ESTABLISHMENT OR FACILITY AT OR FROM WHICH THE SERVICES ARE PROVIDED BY THE NHS TRUST)

Defined Area of Benefit:

NOT DEFINED.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great