BUPA FOUNDATION
The Bupa Foundation runs and helps fund practical projects that help to create healthier communities. Our health, and the health of the places we live, are deeply connected. So we help local communities to run projects that look after both.
Objects
THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT TO:ADVANCE HEALTH OR PREVENT OR RELIEVE SUFFERING; ANDFURTHER ANY OTHER PURPOSE WHICH IS EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES (PROVIDED THAT THE CHARITY MAY NOT FURTHER ANY PURPOSES WHICH ARE NOT ALSO EXCLUSIVELY CHARITABLE IN ACCORDANCE WITH THE LAWS OF SCOTLAND OR NORTHERN IRELAND).
Financial health, per its FY2025 accounts
The accounts state that the charity is solely funded by Bupa and holds unrestricted reserves of £706,300, which the trustees consider sufficient to cover future commitments. The charity reports a net income surplus for the year and confirms it is well-placed to manage financial risks on a going concern basis.
What the accounts disclose
“Total income during the year was £3,046,334 (2024: £2,105,241), comprising £2,718,402 (2024: £1,800,000) in donations” — page 7
“The Charity holds reserves to cover the amount required to fund approved grants in full.” — page 7
“During the year, the Charity received donated income of £2,718,402 (2024: £1,800,000) and donated services to the value of £304,327 (2024: £296,949) from Bupa.” — page 24
“One Trustee (Non connected) received a reimbursement for travel expenses to Mara Medical Camp (Kenya) totalling £1,245 (2024: £nil) in the year.” — page 24
“During the year, the Charity received donated income of £2,718,402 (2024: £1,800,000) and donated services to the value of £304,327 (2024: £296,949) from Bupa.” — page 24
“One Trustee (Non connected) received a reimbursement for travel expenses to Mara Medical Camp (Kenya) totalling £1,245 (2024: £nil) in the year.” — page 24
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity 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
- 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
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 100
- Grant-making is its main activity
Leadership, per the charity’s website
- Stuart Brown — Chair
- Angelique Waker — Co-Vice Chair
- James O'Reilly — CEO
- Anna Russell — Director
Funders the charity credits
- Bupa UK
Structured financials (annual return, FY ending 31/12/2025)
Trustees
- Angelique Waker
- Dr Neil Kumar Sikka
- Erica Ruth Neve
- James Michael OReilly
- Michelle Smith
- Shweta Narayan
- Stuart Turner Brown
- Yasmin Rabie Ali Mahfouz
- Zelina Harrington-Greenwood
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £3.0m | £2.3m |
| 31/12/2024 | £2.1m | £2.1m |
| 31/12/2023 | £2.1m | £2.1m |
| 31/12/2022 | £1.2m | £1.2m |
| 31/12/2021 | £1.2m | £1.3m |
Common questions
Is BUPA FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity is solely funded by Bupa and holds unrestricted reserves of £706,300, which the trustees consider sufficient to cover future commitments. The charity reports a net income surplus for the year and confirms it is well-placed to manage financial risks on a going concern basis. Its FY2025 accounts were audited by Menzies LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| LONDON CATALYST | 1 | £10k |
| W F SOUTHALL TRUST | 1 | £6k |
| THE ARCHER TRUST | 1 | £4k |
| YORKSHIRE BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £3k |
| THE EDGAR E LAWLEY FOUNDATION | 1 | £2k |
| MISS E F RATHBONE CHARITABLE TRUST | 1 | £1k |
Charities like this
- BUMBA FOUNDATION
- Cuppa Squad
- BHA FOR EQUALITY
- THE SIRONA FOUNDATION
- BTP
- THE NATASHA POONAWALLA FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BUPA FOUNDATION | £3.0m | — | 0 | unclear | — | no doubt |
| BUMBA FOUNDATION | £67k | — | 0 | unclear | — | no doubt |
| Cuppa Squad | £91k | — | 0 | unclear | — | no doubt |
| BHA FOR EQUALITY | £2.4m | — | 0 | above | — | no doubt |
| THE SIRONA FOUNDATION | £95k | — | 0 | above | — | no doubt |
| BTP | £239k | — | 0 | above | — | no doubt |