ORAL HEALTH FOUNDATION

Charity number: 263198
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE OBJECTIVE OF THE CHARITY IS TO PROMOTE TO THE PUBLIC THE BENEFITS OF ACHIEVING AND MAINTAINING HIGH STANDARDS OF ORAL HEALTH. THE MISSION STATEMENT OF THE BRITISH DENTAL HEALTH FOUNDATION IS TO IMPROVE ORAL HEALTH BY PROVIDING IMPARTIAL AND INDEPENDENT ADVICE, INFORMATION AND EDUCATION.

Income and expenditure

Data for financial year ending 31 July 2023

Total income:
£998,130

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Donations and legacies £249.34k
Charitable activities £732.35k
Other trading activities £450
Investments £16.00k
Other £0

Total expenditure:
£1,070,055

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Raising funds £5.11k
Charitable activities £1.06m
Other £0

-£9,345 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £5.11k
Charitable expenditure £1.06m

People

11 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£150k to £200k 1

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

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 08 November 1971: Standard registration
  • 18 August 2017: Funds received from 272448 BRITISH FEDERATION AGAINST SEXUALLY TRANSMITTED DI...
Organisation type:
Charitable company
Other names:
  • BRITISH DENTAL HEALTH FOUNDATION (Previous name)
  • THE ASSOCIATION FOR THE PRESERVATION OF DENTAL HEALTH LIMITED (Previous name)
Company number:
01027338 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
  • 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
Andrew John Hay Trustee 10 June 2024
None on record
Ian Waller Trustee 10 June 2024
None on record
Dr Ravindra Rattan Trustee 04 December 2023
None on record
Dr Soha Dattani Trustee 02 December 2022
None on record
Catherine Brady Trustee 02 December 2022
None on record
Helen Tomlinson Trustee 02 December 2022
None on record
Georgios Tsakos Trustee 06 December 2021
None on record
Professor Jonathon Timothy Newton Trustee 06 December 2020
THE BORROW FOUNDATION
Received: On time
Juliette Reeves Trustee 25 November 2019
None on record
Sarah Balser Trustee 16 September 2019
ESSEX WILDLIFE TRUST LIMITED
Received: On time
Mhari Coxon Trustee 17 December 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Total gross income £1.11m £983.24k £904.56k £941.98k £998.13k
Total expenditure £1.10m £1.03m £858.91k £941.53k £1.07m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £27.81k £10.00k N/A N/A
Income - Donations and legacies £292.41k £236.87k £252.53k £228.66k £249.34k
Income - Other trading activities £0 £9.00k £2.00k £2.60k £450
Income - Charitable activities £791.86k £694.30k £598.03k £689.36k £732.35k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £16.11k £15.27k £13.25k £18.21k £16.00k
Income - Other £9.00k £27.81k £38.76k £3.15k £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.10m £1.03m £853.38k £935.23k £1.06m
Expenditure - Raising funds £4.22k £4.69k £5.53k £6.31k £5.11k
Expenditure - Governance £57.24k £55.15k £55.87k £55.88k £75.24k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £4.22k £4.69k £5.53k £6.31k £5.11k
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 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Own use assets £242.98k £233.63k £231.20k £220.14k £214.19k
Long-term investments £624.90k £580.08k £737.96k £719.93k £592.39k
Other assets £454.84k £394.33k £434.51k £385.21k £419.03k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £138.91k £127.09k £176.90k £129.49k £111.09k

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 July 2023 30 May 2024 On Time
Accounts and TAR 31 July 2023 30 May 2024 On Time Download Open in new window
Annual return 31 July 2022 30 May 2023 On Time
Accounts and TAR 31 July 2022 30 May 2023 On Time Download Open in new window
Annual return 31 July 2021 30 May 2022 On Time
Accounts and TAR 31 July 2021 30 May 2022 On Time Download Open in new window
Annual return 31 July 2020 27 May 2021 On Time
Accounts and TAR 31 July 2020 27 May 2021 On Time Download Open in new window
Annual return 31 July 2019 21 May 2020 On Time
Accounts and TAR 31 July 2019 21 May 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 14/10/1971 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 30/10/1990 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/02/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 08/03/2006 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 30/03/2012 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 24/12/2015

Charitable objects

THE OBJECTS FOR WHICH THE FOUNDATION IS ESTABLISHED ARE TO IMPROVE THE ORAL HEALTH OF THE COMMUNITY IN ALL ITS ASPECTS AND IN PARTICULAR TO EDUCATE THE COMMUNITY IN THE BENEFITS OF ACHIEVING AND MAINTAINING A HIGH STANDARD OF ORAL HEALTH.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Oral Health Foundation
Smile House
2A East Union Street
RUGBY
CV226AJ
Phone:
01788546365
Email:
mail@dentalhealth.org
Website:

www.dentalhealth.org Open in new window