Asthma and Lung UK

Charity Number: 326730
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Asthma and Lung UK exists to help people with lung disease. It achieves this by: 1 - Funding vital research into understanding, treating and preventing lung disease. 2 - Promoting greater understanding of lung disease and campaigning for positive change in the nation's lung health. 3 - Offering services and support so no one has to face it alone.

Income and expenditure

Data for financial year ending 30 June 2023

Total income:
£14,663,000

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Donations and legacies £12.06m
Charitable activities £1.67m
Other trading activities £377.00k
Investments £551.00k
Other £0

Total expenditure:
£14,944,000

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Raising funds £5.17m
Charitable activities £9.78m
Other £0

£626,000 investments gains (losses)

Total income includes £810,000 from 3 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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Raising funds and other expenditure £5.17m
Charitable expenditure £9.78m

People

179 Employee(s)

12 Trustee(s)

300 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 4
£70k to £80k 2
£80k to £90k 4
£90k to £100k 3
£140k to £150k 1

Fundraising

No information available

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

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Isle Of Man
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 17 January 1963: Standard registration
Organisation type:
Charitable company
Other names:
  • BLF (Working name)
  • BREATHE EASY (Working name)
  • Asthma and Lung UK (Previous name)
  • Asthma UK and British Lung Foundation Partnership (Previous name)
  • BRITISH LUNG FOUNDATION (Previous name)
Company number:
01863614 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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
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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Tamara Ingram OBE Chair 02 November 2022
None on record
Dr Thomas Hodson Trustee 02 April 2024
None on record
Professor David Arthur Lomas Trustee 02 January 2024
None on record
John David Hannaford Trustee 01 August 2023
None on record
Victor Cholij Trustee 01 June 2023
None on record
Caroline Cartellieri Karlsen Trustee 01 February 2021
None on record
Michael O'Connor Trustee 01 February 2021
THE LONDON IRISH CENTRE
Received: On time
Professor Ian Sabroe Trustee 01 January 2020
CONFLICT RESOLUTION EDUCATION IN SHEFFIELD SCHOOLS TRAINING
Received: On time
Katherine Morgan Trustee 01 January 2020
None on record
Niren Patel Trustee 01 January 2020
None on record
James Sebastian Bowes Trustee 01 January 2020
None on record
PROFESSOR IAN HALL Trustee 01 January 2020
ASTHMA UK
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/06/2019 30/06/2020 30/06/2021 30/06/2022 30/06/2023
Total gross income £8.51m £20.09m £15.11m £13.91m £14.86m
Total expenditure £8.72m £10.79m £15.40m £16.78m £14.94m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £57.43k N/A £358.00k £385.30k £810.00k
Income - Donations and legacies £6.15m £9.79m £13.94m £11.76m £12.06m
Income - Other trading activities £156.00k £1.57m £558.00k £381.05k £377.00k
Income - Charitable activities £2.03m £0 £269.00k £1.38m £1.67m
Income - Endowments £0 £30.00k £33.00k £32.50k £0
Income - Investment £172.00k £198.00k £343.00k £419.13k £551.00k
Income - Other £0 £8.53m £0 £0 £0
Income - Legacies £2.75m £3.25m £5.15m £5.10m £5.04m
Expenditure - Charitable activities £6.38m £7.81m £11.28m £11.78m £9.78m
Expenditure - Raising funds £2.35m £2.99m £4.12m £5.00m £5.17m
Expenditure - Governance £30.00k £104.00k £101.00k £140.60k £74.00k
Expenditure - Grants institution £1.82m £760.00k £4.36m £3.75m £1.92m
Expenditure - Investment management £23.91k £0 £111.00k £127.23k £135.00k
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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 30/06/2019 30/06/2020 30/06/2021 30/06/2022 30/06/2023
Own use assets £896.00k £861.00k £887.00k £1.99m £973.00k
Long-term investments £5.60m £15.50m £17.59m £17.35m £19.64m
Other assets £4.81m £6.63m £9.47m £6.82m £5.13m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £5.98m £9.44m £12.55m £13.00m £12.20m

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 30 June 2023 25 March 2024 On Time
Accounts and TAR 30 June 2023 30 April 2024 On Time Download Open in new window
Annual return 30 June 2022 24 March 2023 On Time
Accounts and TAR 30 June 2022 24 March 2023 On Time Download Open in new window
Annual return 30 June 2021 17 February 2022 On Time
Accounts and TAR 30 June 2021 17 February 2022 On Time Download Open in new window
Annual return 30 June 2020 28 April 2021 On Time
Accounts and TAR 30 June 2020 28 April 2021 On Time Download Open in new window
Annual return 30 June 2019 29 April 2020 On Time
Accounts and TAR 30 June 2019 29 April 2020 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 INCORPORATED 14/11/1984 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/10/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27/11/2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/10/2015 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03 OCT 2019 AS AMENDED ON 15 JAN 2020 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01 JAN 2020 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 27 JAN 2020 as amended on 17 Dec 2020 as amended on 24 Feb 2022

Charitable objects

OBJECTS 2.1 THE OBJECTS OF THE PARTNERSHIP ARE: 2.1.1 THE RELIEF OF PERSONS SUFFERING FROM DISEASES OF THE CHEST AND LUNGS, TO INCLUDE, ON A CONTINUING BASIS, ASTHMA, AND THE PREVENTION OF THOSE DISEASES; 2.1.2 THE PROMOTION OF MEDICAL RESEARCH INTO THE PREVENTION, TREATMENT, ALLEVIATION AND CURE OF THOSE DISEASES AND THE DISSEMINATION OF THE USEFUL RESULTS OF SUCH RESEARCH FOR THE BENEFIT OF THE PUBLIC AND THE PROMOTION OF POST-GRADUATE TRAINING AND THE CREATION OF FELLOWSHIPS, HOSPITALS, MEDICAL CENTRES AND RESEARCH INSTITUTES; AND 2.1.3 THE PROVISION OF CARE, SUPPORT, SERVICES AND INFORMATION FOR PERSONS SUFFERING FROM THOSE DISEASES.

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 326730-3 THE BURROW HILL TRAINING FUND
Governing document
SCHEME DATED 28/03/2011
Charitable objects
THE RELIEF OF SICKNESS AND FINANCIAL HARDSHIP AMONGST PEOPLE WHO ARE SUFFERING FROM ANY DISEASE OF THE CHEST OR RELATED ILLNESSES WITH A PREFERENCE FOR EX-MEMBERS OF THE ARMED FORCES OF THE CROWN AND THEIR DEPENDENTS, INCLUDING THROUGH: (A) ASSISTANCE WITH VOCATIONAL TRAINING; (B) ADVANCING THE EDUCATION OF PERSONS TRAINING TO BE HEALTH PROFESSIONALS SPECIALISING IN THE TREATMENT OF CHEST DISEASES, WITH A PREFERENCE FOR THOSE WORKING WITH OR INTENDING TO WORK WITH MEMBERS OR EX-MEMBERS OF THE ARMED FORCES OF THE CROWN; (C) FUNDING RESEARCH INTO THE CAUSES AND TREATMENT OF CHEST DISEASES, IN PARTICULAR AMONGST MEMBERS OR EX-MEMBERS OF THE ARMED FORCES OF THE CROWN.
Area of benefit
NOT DEFINED
Registration history
  • 17 January 1963 : Standard registration

Contact information

Address:
The White Chapel Building
10 Whitechapel High Street
London
E1 8QS
Phone:
02076885555
Email:
info@asthmaandlung.org.uk
Website:

www.asthmaandlung.org.uk Open in new window