BMA CHARITIES TRUST FUND

Charity number: 219102
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grant giving to doctors and their dependents who are facing financial crisis, to refugee doctors, to medical students and to other medical benevolent funds.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £225,783
Total expenditure: £228,104

People

10 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading 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
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 29 June 1987: Standard registration
  • 11 May 1995: Removed
Organisation type:
Trust
Other names:
  • BRITISH MEDICAL ASSOCIATION CHARITIES TRUST FUND (Previous name)
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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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
Dr Rajiv Wijesuriya Chair 18 November 2021
THE DAIN FUND
Received: On time
Dr Bhinder Singh Jheeta Trustee 08 May 2024
THE DAIN FUND
Received: On time
Dr Robert Barnett Trustee 14 November 2023
THE DAIN FUND
Received: On time
Keith David Ward Trustee 15 November 2022
None on record
Dr Sarah Ann Hull Trustee 15 November 2022
None on record
Neeta Major Trustee 14 June 2022
BRITISH MEDICAL ASSOCIATION SCHOLARSHIP TRUST FUND
Received: On time
BMA FOUNDATION
Received: On time
Dr Mary Jane Platt Trustee 18 November 2021
THE DAIN FUND
Received: On time
Dr Kinnari Mehta Trustee 18 November 2021
THE DAIN FUND
Received: On time
Dr Latifa Patel Trustee 08 July 2021
None on record
Dr Trevor Paul Pickersgill Trustee 15 October 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £290.38k £321.98k £471.90k £208.90k £225.78k
Total expenditure £342.90k £311.12k £319.21k £222.95k £228.10k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 2023 17 June 2024 On Time
Accounts and TAR 31 December 2023 17 June 2024 On Time Download Open in new window
Annual return 31 December 2022 03 July 2023 On Time
Accounts and TAR 31 December 2022 03 July 2023 On Time Download Open in new window
Annual return 31 December 2021 13 June 2022 On Time
Accounts and TAR 31 December 2021 13 June 2022 On Time Download Open in new window
Annual return 31 December 2020 14 June 2021 On Time
Accounts and TAR 31 December 2020 14 June 2021 On Time Download Open in new window
Annual return 31 December 2019 19 June 2020 On Time
Accounts and TAR 31 December 2019 19 June 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.

TRUST DEED DATED 08/08/1958 AS AMENDED BY SCHEME DATED 11/03/2011 AS AMENDED BY RESOLUTION DATED 07/06/2012

Charitable objects

FOR THE PURPOSE OF RECEIVING CHARITABLE GIFTS WHICH ARE TO BE APPLIED AT THE DISCRETION OF THE TRUSTEES OF THE FUND TO NAMED MEDICAL CHARITIES.

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 219102-1 BMA MEDICAL EDUCATION TRUST FUND
Governing document
TRUST DEED 29 JANUARY 1987
Charitable objects
THE ADVANCEMENT OF MEDICAL EDUCATION PARTICULARLY BY THE FINANCIAL ASSISTANCE OF A PERSON WHO FOR WHATEVER REASON IS UNABLE TO RECEIVE A STATUTORY GRANT AND WHO IN THE PROVISION OF THE TRUSTEES MAY BE IN NEED OF SUCH ASSISTANCE.
Area of benefit
NOT DEFINED
Registration history
  • 29 June 1987 : Standard registration
  • 11 May 1995 : Removed

Contact information

Address:
BMA CHARITIES
BMA HOUSE
TAVISTOCK SQUARE
LONDON
WC1H 9JP
Phone:
03330 900924
Email:
info@bmacharities.org.uk
Website:

https://bmacharities.org.uk/ Open in new window