ACTION MEDICAL RESEARCH

Charity number: 208701
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Action Medical Research is a charity whose objects are to promote medical research into the prevention, management and cure of disabling diseases and conditions. We are a UK-wide charity saving and changing children's lives through medical research. We fund a broad range of cutting-edge medical research most likely to deliver real benefit to babies, children and young people.

Income and expenditure

Data for financial year ending 31 December 2022

Total income:
£6,112,701

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Donations and legacies £5.54m
Charitable activities £467.78k
Other trading activities £0
Investments £103.93k
Other £0

Total expenditure:
£7,224,790

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Raising funds £3.58m
Charitable activities £3.65m
Other £0

£849,858 investments gains (losses)

Total income includes £467,782 from 7 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Income generation and governance £3.58m
Charitable expenditure £3.65m

People

38 Employee(s)

10 Trustee(s)

550 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 3
£80k to £90k 1
£90k to £100k 1
£110k to £120k 1

Fundraising

The charity raises funds from the public. It works with professional fundraisers and commercial participators with agreements in place.

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 21 August 1992: Standard registration
Organisation type:
Charitable company
Other names:
  • ACTION FOR THE CRIPPLED CHILD (Previous name)
  • ACTION RESEARCH (Previous name)
  • ACTION RESEARCH FOR THE CRIPPLED CHILD (Previous name)
  • ARCC (Previous name)
  • NATIONAL FUND FOR POLIOMYELITIS RESEARCH (Previous name)
  • NATIONAL FUND FOR RESEARCH INTO POLIOMYELITIS AND OTHER CRIPPLING DISEASES (Previous name)
  • THE NATIONAL FUND FOR RESEARCH INTO CRIPPLING DISEASES (KNOWN AS ACTION RESEARCH) (Previous name)
  • THE POLIO RESEARCH FUND (Previous name)
Company number:
00549089 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Luke George Batchelor Bordewich Chair 05 January 2015
None on record
CLARE JOANNA ELIZABETH FERGUSON Trustee 20 July 2023
None on record
Rajat Sharma Trustee 23 November 2022
None on record
Professor Stephanie Schorge Trustee 01 October 2022
None on record
Karen Ann Last Trustee 13 November 2019
None on record
Richard Jonathan Stoneham-Buck Trustee 24 April 2019
None on record
Professor David Henry Rowitch Trustee 01 October 2018
None on record
Kathy Lynn Harvey Trustee 25 April 2018
None on record
Richard Duncan Wild Trustee 15 November 2017
None on record
Professor David Edwards Trustee 19 January 2016
THE GALEN AND HILARY WESTON FOUNDATION
Received: 1 day late

Financial history

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Financial period end date

Income / Expenditure 31/12/2018 31/12/2019 31/12/2020 31/12/2021 31/12/2022
Total gross income £5.67m £5.61m £3.60m £4.45m £6.11m
Total expenditure £6.38m £6.23m £4.69m £5.34m £7.22m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £151.70k £4.29k £467.78k
Income - Donations and legacies £5.49m £5.50m £3.40m £4.33m £5.54m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £467.78k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £175.33k £114.80k £43.64k £123.15k £103.93k
Income - Other £0 £0 £151.70k £4.29k £0
Income - Legacies £742.57k £407.76k £300.24k £276.88k £195.11k
Expenditure - Charitable activities £3.44m £3.35m £2.59m £2.78m £3.65m
Expenditure - Raising funds £2.94m £2.89m £2.11m £2.56m £3.58m
Expenditure - Governance £100.72k £101.99k £18.54k £0 £0
Expenditure - Grants institution £2.29m £2.25m £1.56m £1.76m £2.55m
Expenditure - Investment management £130.76k £116.88k £118.76k £134.08k £134.54k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2018 31/12/2019 31/12/2020 31/12/2021 31/12/2022
Own use assets £333.34k £310.55k £294.51k £302.27k £282.52k
Long-term investments £11.61m £11.66m £11.95m £12.50m £12.11m
Other assets £1.33m £1.38m £1.52m £1.19m £1.68m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £7.50m £7.30m £7.12m £7.18m £7.53m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2022 15 May 2023 On time
Accounts and TAR 31 December 2022 15 May 2023 On time Download Open in new window
Annual return 31 December 2021 17 June 2022 On time
Accounts and TAR 31 December 2021 17 June 2022 On time Download Open in new window
Annual return 31 December 2020 30 April 2021 On time
Accounts and TAR 31 December 2020 30 April 2021 On time Download Open in new window
Annual return 31 December 2019 17 June 2020 On time
Accounts and TAR 31 December 2019 17 June 2020 On time Download Open in new window
Annual return 31 December 2018 16 July 2019 On time
Accounts and TAR 31 December 2018 16 July 2019 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 12 MAY 1955 AS AMENDED 8 DECEMBER 1959, 7 AUGUST 1990, 10 JULY 1996 AND 7 JULY 1999, AND 30 OCTOBER 2007 as amended on 17 Jun 2022

Charitable objects

TO PROMOTE, ENCOURAGE, MAINTAIN, IMPROVE AND ADVANCE RESEARCH INTO THE PREVENTION, CURE, MANAGEMENT AND ALLEVIATION OF DISABLING DISEASES AND CONDITIONS PROVIDED THAT THE USEFUL RESULTS OF SUCH RESEARCH SHALL BE DISSEMINATED FOR THE PUBLIC BENEFIT.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 208701-1 THE ELIZA ANN TOULSON TRUST FUND
Governing document
LETTER 30/10/91
Charitable objects
TO DONATE THE INCOME TO ACTION RESEARCH IN SUPPORT OF MEDICAL RESEARCH INTO DISABLING DISEASES
Area of benefit
NOT DEFINED
Registration history
  • 21 August 1992 : Standard registration

Contact information

Address:
Action Medical Research
5th Floor
167-169 Great Portland Street
London
W1W 5PF
Phone:
01403210406
Email:
info@action.org.uk
Website:

www.action.org.uk Open in new window