BARTS CHARITY
Financial health, per its FY2025 accounts
The accounts state that net assets increased by £3m to £415m, with total reserves of £506m significantly exceeding the minimum reserve policy level of £401m. The charity reported a net expenditure before investment gains of £16m, offset by £19.2m in investment gains, resulting in a net movement in funds of £3.4m. The trustees confirmed the charity is a going concern with sufficient liquidity to meet obligations.
What the accounts disclose
“As at 31 March 2025, this minimum reserve level adjusted annually for inflation is £401m (2024: £392m).”
Leadership, per the charity’s website
- Fiona Miller Smith — Chief Executive
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (21/10/2025)
- Received assets from another charity (29/09/2020)
- Received assets from another charity (16/12/2015)
- Received assets from another charity (14/11/2014)
- Received assets from another charity (14/11/2014)
- Received assets from another charity (14/11/2014)
Trustees
- Davoud Amel-Azizpour
- Dr Catherine Godson
- Dr Richard Lewis
- Dr Ultan McDermott
- Frances Prenn
- Ian Hart
- Jean Murphy
- Professor Ian Jacobs
- Professor Sarah Purdy OBE
- Stephen Bonnard
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £12.9m | £28.9m |
| 31/03/2024 | £14.0m | £44.6m |
| 31/03/2023 | £11.9m | £52.5m |
| 31/03/2022 | £14.5m | £34.6m |
| 31/03/2021 | £20.4m | £31.2m |
Common questions
Is BARTS CHARITY financially healthy?
The accounts state that net assets increased by £3m to £415m, with total reserves of £506m significantly exceeding the minimum reserve policy level of £401m. The charity reported a net expenditure before investment gains of £16m, offset by £19.2m in investment gains, resulting in a net movement in funds of £3.4m. The trustees confirmed the charity is a going concern with sufficient liquidity to meet obligations. Its FY2025 accounts were audited by Moore Kingston Smith LLP.
Who funds BARTS CHARITY?
Funders whose own accounts filings name BARTS CHARITY as a grant recipient include E B M CHARITABLE TRUST, THE 3 TS CHARITABLE TRUST, THE VIVIENNE AND SAMUEL COHEN CHARITABLE TRUST, THE TOBACCO PIPE MAKERS AND TOBACCO TRADE BENEVOLENT FUND, SUSANNA PEAKE CHARITABLE TRUST.
Known funders
| Funder | Year | Amount |
|---|---|---|
| E B M CHARITABLE TRUST | FY2024 | £55k |
| E B M CHARITABLE TRUST | FY2025 | £25k |
| THE 3 TS CHARITABLE TRUST | FY2023 | £20k |
| THE VIVIENNE AND SAMUEL COHEN CHARITABLE TRUST | FY2023 | £6k |
| THE TOBACCO PIPE MAKERS AND TOBACCO TRADE BENEVOLENT FUND | FY2024 | £3k |
| SUSANNA PEAKE CHARITABLE TRUST | FY2025 | £2k |
| THE VIVIENNE AND SAMUEL COHEN CHARITABLE TRUST | FY2025 | £2k |
| THE VIVIENNE AND SAMUEL COHEN CHARITABLE TRUST | FY2024 | £2k |
| THE JOHN R. MURRAY CHARITABLE TRUST | FY2022 | £2k |
| SALTERS' CHARITABLE FOUNDATION | FY2023 | £2k |
| CBRE UK CHARITABLE TRUST | FY2025 | £500 |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| KUSUMA TRUST UK | 2 | £1.3m |
| THE THOMPSON FAMILY CHARITABLE TRUST | 1 | £600k |
| BUKHMAN FOUNDATION | 1 | £200k |
| THE BRIDGE RENEWAL TRUST | 1 | £131k |
| THE RAYNE FOUNDATION | 1 | £90k |
| PROJECT GIVING BACK | 1 | £84k |
| ENFIELD LIONS CLUB (CIO) | 1 | £50k |
| THE THOMAS J HORNE MEMORIAL TRUST | 1 | £25k |