BARTS CHARITY
Barts Charity brings brilliant ideas, ground-breaking research and transformational healthcare to life in East London. Together with our partners we make better healthcare possible, funding brilliant ideas and ground-breaking research to transform lives. We invest in inspiring people and projects that have the greatest impact on the health and lives of local people.
Objects
THE COMPANY’S OBJECTS ARE RESTRICTED SPECIFICALLY TO THOSE CHARITABLE PURPOSES STATED IN SECTIONS 220(3) AND 220(5) OF, AND PARAGRAPH 10(1) OF SCHEDULE 4 TO, THE NHS ACT, NAMELY FOR SUCH PURPOSES RELATING TO1. HOSPITAL SERVICES (INCLUDING RESEARCH),2. THE HEALTH SERVICE INCLUDING ANY PART OF THE HEALTH SERVICE ASSOCIATED WITH ANY HOSPITAL,3. THE NHS TRUST (INCLUDING THE PURPOSES OF ANY SPECIFIC HOSPITAL OR OTHER ESTABLISHMENT OR FACILITY AT OR FROM WHICH THE SERVICES ARE PROVIDED BY THE NHS TRUST)
Financial health, per its FY2026 accounts
The charity's net assets increased to £427m, exceeding its inflation-adjusted reserves target of £415m. Investment gains of £40m contributed to this growth, while charitable expenditure rose significantly to £35.4m. The trustees confirm the charity is a going concern with sufficient liquidity to meet obligations.
What the accounts disclose
“As at 31 March 2026, the inflation-adjusted reserves target was £415m (2025: £401m).”
“The total amount of related party donations made without conditions was £3,240 (2024/25: £7,767). The total amount of related party donations made with conditions was £50,000 (2024/25: £Nil).” — page 46
“During the year Barts Charity made revenue and capital grants (net of writebacks) to Barts Health NHS Trust of £20.0m (2024/25: £3.1m).” — page 46
“The total amount of related party donations made without conditions was £3,240 (2024/25: £7,767). The total amount of related party donations made with conditions was £50,000 (2024/25: £Nil).” — page 46
“During the year Barts Charity made revenue and capital grants (net of writebacks) to Barts Health NHS Trust of £20.0m (2024/25: £3.1m).” — page 46
Policies the charity declares
- 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
- 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 31/03/2026
- Government income: £1,153,029 — grants £1,153,029 (1); 9% of the £13,011,353 total gross income on the same return
- Employees paid over £60,000: 9 (£60,001–£70,000: 2; £70,001–£80,000: 1; £80,001–£90,000: 2; £110,001–£120,000: 1; £120,001–£130,000: 2; £200,001–£250,000: 1)
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2025
- Employees paid over £60,000: 14 (£60,001–£70,000: 4; £70,001–£80,000: 5; £100,001–£110,000: 1; £110,001–£120,000: 1; £120,001–£130,000: 1; £130,001–£140,000: 1; £200,001–£250,000: 1)
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Government income: £771,000 — grants £771,000 (1); 6% of the £14,001,000 total gross income on the same return
- Employees paid over £60,000: 12 (£60,001–£70,000: 5; £70,001–£80,000: 1; £80,001–£90,000: 1; £100,001–£110,000: 2; £110,001–£120,000: 2; £150,001–£200,000: 1)
- Grant-making is its main activity
Corporate structure
- Registered company of the charity Companies House 07168381
Leadership, per the charity’s website
- Fiona Miller Smith — Chief Executive
Company officers (Companies House)
- MCDERMOTT, Ultan, Dr on trustee list
- AMEL-AZIZPOUR, Davoud on trustee list
- PRENN, Frances Chae on trustee list
- JACOBS, Ian Jeffrey, Professor on trustee list
- PURDY, Sarah, Professor not on trustee list
- BONNARD, Stephen John on trustee list
- MURPHY, Jean Mary Helen on trustee list
- GODSON, Catherine, Professor on trustee list
- HART, Ian on trustee list
- LEWIS, Richard Quentin on trustee list
- BICKLEY, Fiona Kate
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2026)
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 |
|---|---|---|
| 31/03/2026 | £13.0m | £41.3m |
| 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 |
Common questions
Is BARTS CHARITY financially healthy?
Per its FY2026 accounts: The charity's net assets increased to £427m, exceeding its inflation-adjusted reserves target of £415m. Investment gains of £40m contributed to this growth, while charitable expenditure rose significantly to £35.4m. The trustees confirm the charity is a going concern with sufficient liquidity to meet obligations. Its FY2026 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 ASSOCIATION OF NHS CHARITIES, MONDAY CHARITABLE TRUST, E B M CHARITABLE TRUST, THE CADOGAN CHARITY, THE 3 TS CHARITABLE TRUST.
Known funders
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BRIDGE HOUSE ESTATES | 1 | £1.5m |
| COUNTY AIR AMBULANCE TRUST | 1 | £59k |
| Rights and Security International | 1 | £50k |
| JOHN SWIRE 1989 CHARITABLE TRUST | 1 | £50k |
| THE ALICE ELLEN COOPER-DEAN CHARITABLE FOUNDATION | 1 | £5k |
| THE MICHAEL MARSH CHARITABLE TRUST | 1 | £4k |
| THE DWF FOUNDATION | 1 | £1k |
Charities like this
- BTP
- THE BARING FOUNDATION
- EAST KENT HOSPITALS CHARITY
- BARTS AND THE LONDON ALUMNI ASSOCIATION BENEVOLENT FUND
- NORTH EAST LONDON COMMUNITY HEALTH CARE CHARITY
- ELFT CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BARTS CHARITY | £13.0m | — | — | above | — | no doubt |
| BTP | £239k | — | 0 | above | — | no doubt |
| THE BARING FOUNDATION | £2.2m | £110,000 - £119,999 | — | above | — | no doubt |
| EAST KENT HOSPITALS CHARITY | £515k | — | 0 | above | — | no doubt |
| BARTS AND THE LONDON ALUMNI ASSOCIATION BENEVOLENT FUND | £39k | — | 0 | above | — | no doubt |
| NORTH EAST LONDON COMMUNITY HEALTH CARE CHARITY | £49k | — | 0 | unclear | — | no doubt |