BRITISH ACCOUNTING AND FINANCE ASSOCIATION

Charity number: 299527
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The advancement of knowledge/understanding of accounting, finance and financial management, including: (i) the advancement of education in these areas (ii) the encouragement of research in these areas (iii) the promotion by means of conferences, discussion groups or otherwise, of closer relations among teachers, practitioners and others who are interested in the development of these areas

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £304,875
Total expenditure: £294,185

People

8 Trustee(s)

110 Volunteer(s)

Employees with total benefits over £60,000

No information available

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
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 20 July 1988: Standard registration
Organisation type:
Other
Other names:
  • B A A (Working name)
  • BRITISH ACCOUNTING ASSOCIATION (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Kevin Michael Peter Holland Trustee 01 May 2024
None on record
Joan Amanda Ballantine Trustee 01 May 2024
None on record
Robert Mark Protherough Trustee 01 May 2024
None on record
Ngan Duong Cao Trustee 01 May 2023
None on record
Collins Ntim Trustee 01 May 2022
None on record
Anita Krishnan Trustee 01 May 2021
None on record
David Neil Marriott Trustee 01 May 2021
None on record
Suman Lodh Trustee 11 March 2021
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 £283.24k £107.70k £101.45k £319.89k £304.88k
Total expenditure £252.82k £89.18k £62.93k £188.59k £294.19k
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 28 August 2024 On Time
Accounts and TAR 31 December 2023 28 August 2024 On Time Download Open in new window
Annual return 31 December 2022 04 April 2023 On Time
Accounts and TAR 31 December 2022 04 April 2023 On Time Download Open in new window
Annual return 31 December 2021 14 April 2022 On Time
Accounts and TAR 31 December 2021 14 April 2022 On Time Download Open in new window
Annual return 31 December 2020 13 April 2021 On Time
Accounts and TAR 31 December 2020 10 April 2021 On Time Download Open in new window
Annual return 31 December 2019 18 August 2020 On Time
Accounts and TAR 31 December 2019 18 August 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.

CONSTITUTION ADOPTED 14/04/1998 AS AMENDED ON 17/04/2012 as amended on 10 Apr 2018

Charitable objects

THE ADVANCEMENT OF KNOWLEDGE AND UNDERSTANDING OF ACCOUNTING, FINANCE AND FINANCIAL MANAGEMENT INCLUDING: I. THE ADVANCEMENT OF EDUCATION IN ACCOUNTING, FINANCE AND FINANCIAL MANAGEMENT; II. THE ENCOURAGEMENT OF RESEARCH IN ACCOUNTING, FINANCE AND FINANCIAL MANAGEMENT; III. THE PROMOTION BY MEANS OF CONFERENCES, DISCUSSION GROUPS OR OTHERWISE OF CLOSER RELATIONS AMONG TEACHERS, ACCOUNTING PRACTITIONERS, FINANCE PRACTITIONERS, FINANCIAL MANAGEMENT PRACTITIONERS AND OTHERS WHO ARE INTERESTED IN THE DEVELOPMENT OF ACCOUNTING, FINANCE AND/OR FINANCIAL MANAGEMENT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Lytchett House
Unit 13
Freeland Park
Wareham Road
Lytchett Matravers
POOLE
Phone:
+44 (0)1202 798537
Email:
admin@bafa.ac.uk
Website:

http://bafa.ac.uk/ Open in new window