BRITISH SOCIETY FOR RHEUMATOLOGY

Charity Number: 1067124
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity's principal activity is the advancement of education, research and training of the multidisciplinary team; the development of clinical and scientific knowledge about arthritis, musculoskeletal and autoimmune rheumatic conditions; and the advancement of health by the improvement of standards of clinical care in paediatric, adolescent and adult rheumatology.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£4,835,362

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Donations and legacies £30
Charitable activities £3.59m
Other trading activities £1.04m
Investments £208.12k
Other £0

Total expenditure:
£6,066,399

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Raising funds £0
Charitable activities £2.76m
Other £3.31m

£616,692 investments gains (losses)

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 £3.31m
Charitable expenditure £2.76m

People

40 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£80k to £90k 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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 31 December 1997: Standard registration
  • 09 May 2013: Funds received from 1000668 BRITISH HEALTH PROFESSIONALS IN RHEUMATOLOGY
  • 14 January 2016: Funds received from 1132967 BRITISH SOCIETY FOR PAEDIATRIC AND ADOLESCENT RHEU...
Organisation type:
Charitable company
Other names:
  • BSR (Working name)
Company number:
03470316 Open in new window
Gift aid:
Not 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
  • 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
  • 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
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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Joanna Ledingham Chair 11 May 2021
None on record
William Hiscocks Trustee 07 October 2024
THE ARDEOLA CHARITABLE TRUST
Received: On time
WILTSHIRE HISTORIC CHURCHES TRUST
Received: On time
Nicholas David Jonathan Samuels Trustee 07 October 2024
None on record
Dr Anastasia-Vasiliki Madenidou Trustee 20 June 2024
None on record
Professor Sarah Ryan Trustee 20 June 2024
None on record
Caroline Chivers Trustee 20 June 2024
None on record
Dr Jacqueline Georgina Clilnch Trustee 20 June 2024
None on record
William Gregory Trustee 20 June 2023
None on record
Dr Elizabeth Murphy Trustee 20 June 2023
None on record
Clifford Hurst Trustee 26 April 2022
None on record
Dr Sophia Steer Trustee 26 April 2022
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 £5.43m £3.63m £4.90m £5.44m £4.84m
Total expenditure £5.00m £3.97m £4.13m £5.33m £6.07m
Income from government contracts £217.46k £207.17k N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £37.96k £7.63k £0 £1.14k £30
Income - Other trading activities £1.00m £354.70k £0 £0 £1.04m
Income - Charitable activities £4.29m £3.19m £3.98m £4.26m £3.59m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £99.47k £81.82k £72.10k £116.04k £208.12k
Income - Other £0 £0 £844.52k £1.06m £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £4.69m £3.80m £3.96m £4.85m £2.76m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £0 £0 £37.97k £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £308.79k £167.81k £170.64k £476.70k £3.31m

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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £2.55m £2.43m £2.40m £2.40m £1.94m
Long-term investments £4.20m £4.61m £5.41m £4.92m £6.52m
Other assets £6.02m £5.06m £6.52m £6.89m £4.79m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.32m £572.64k £1.22m £1.48m £1.44m

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 23 October 2024 On Time
Accounts and TAR 31 December 2023 23 October 2024 On Time Download Open in new window
Annual return 31 December 2022 24 July 2023 On Time
Accounts and TAR 31 December 2022 24 July 2023 On Time Download Open in new window
Annual return 31 December 2021 24 May 2022 On Time
Accounts and TAR 31 December 2021 24 May 2022 On Time Download Open in new window
Annual return 31 December 2020 28 June 2021 On Time
Accounts and TAR 31 December 2020 28 June 2021 On Time Download Open in new window
Annual return 31 December 2019 08 September 2020 On Time
Accounts and TAR 31 December 2019 08 September 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 24/11/1997 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/04/2008 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/04/2009 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 22/04/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14/04/2011 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 20/05/2015 as amended on 02 May 2018 as amended on 01 May 2019

Charitable objects

TO PROMOTE FOR THE BENEFIT OF THE PUBLIC: 1. THE ADVANCEMENT OF EDUCATION, RESEARCH AND TRAINING OF THE MULTIDISCIPLINARY TEAM; 2. THE DEVELOPMENT OF CLINICAL AND SCIENTIFIC KNOWLEDGE ABOUT ARTHRITIS, MUSCULOSKELETAL AND AUTOIMMUNE RHEUMATIC CONDITIONS; AND 3. THE ADVANCEMENT OF HEALTH BY THE IMPROVEMENT OF STANDARDS OF CLINICAL CARE IN PAEDIATRIC, ADOLESCENT AND ADULT RHEUMATOLOGY.

Area of benefit

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

NOT DEFINED

Contact information

Address:
BRITISH SOCIETY FOR RHEUMATOLOGY
18-20 BRIDE LANE
LONDON
EC4Y 8EE
Phone:
02078420900
Email:
bsr@rheumatology.org.uk
Website:

www.rheumatology.org.uk Open in new window