Finance Score: -1

Governance Score: 6

Support Score: 0

Pension deficit: -1

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

THE LISTER INSTITUTE OF PREVENTIVE MEDICINE

The charitable objectives of the Institute are to further understanding and progress in preventive medicine by promoting biomedical excellence in the UK and the Republic of Ireland through its support of the biological sciences and to ensure long-term public benefit through publication of the knowledge gained and, where appropriate, by encouraging its exploitation.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

There is a pension deficit of £141,000

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£679	£2,007	£-1,328	£0	£43,148	£43,148	258	4	0
31/12/22	£595	£2,490	£-1,895	£0	£43,275	£43,275	208.6	3	0
31/12/21	£612	£1,974	£-1,362	£0	£47,678	£47,678	289.8	3	0
31/12/20	£593	£1,389	£-796	£0	£44,794	£44,794	387	3	0
31/12/19	£846	£1,783	£-937	£0	£43,321	£43,321	291.6	3	0
31/12/18	£987	£2,230	£-1,243	£0	£40,687	£40,687	218.9	3	0
31/12/17	£734	£1,520	£-786	£0	£43,481	£43,481	343.3	3	0
31/12/16	£789	£1,291	£-502	£0	£41,646	£41,646	387.1	2	0
31/12/15	£739	£1,462	£-723	£31	£38,524	£38,524	316.2	2	0
31/12/14	£645	£1,214	£-569	£27	£38,338	£38,338	379	2	0
31/12/13	£499	£1,169	£-670	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£343	£902	£-559	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	£340	£921	£-581	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	£388	£876	£-488	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	£410	£851	£-441	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	£316	£1,012	£-696	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	£885	£825	£60	£41	£36,834	£36,834	535.8	2	0
31/12/06	£1,414	£731	£683	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£1,302	£801	£501	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£1,063	£594	£469	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 258 months
Net Current Assets/Spending: 1 months
Quick Ratio: 3.8

Asset Split ?

Balance Sheet History

Established: 62 years
(133 years as a company)

http://www.lister-institute.org.uk

secretary@lister-institute.org.uk

0203 5325345

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Scientific research and testing services

How it operates

Makes grants to organisations
Sponsors or undertakes research

Where it operates

Ireland, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-77

DR REBECCA CLARE FITZGERALD Appointed: 2015, Occupation: Clinician Scientist

HONORABLE RORY MICHAEL BENJAMIN GUINNESS, Occupation: Market Consultant Researcher

JENNIFER SMITHSON Appointed: 2023, Occupation: Solicitor

PROFESSOR ALEC JOHN JEFFREYS FRS

PROFESSOR DOUGLAS HIGGS Appointed: 2012, Occupation: University Professor

PROFESSOR JOHN JULIAN BLOW Appointed: 2022, Occupation: University Professor

PROFESSOR JOHN PETER IREDALE Appointed: 2017, Occupation: Pro Vice Chancellor

PROFESSOR PAMELA JEAN SHAW DBE Appointed: 2018

PROFESSOR ROSALIND LOUISE SMYTH FMEDSCI Appointed: 2022, Occupation: Professor In Child Health

SIR ADRIAN PETER BIRD Appointed: 2015, Occupation: University Professor

STEPHEN MCMAHON Appointed: 2019, Occupation: Investment Consultant

MURRAY JOHN LEGG Appointed: 2020, Occupation: Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 22/09/1962, number: 206271
Registered at Companies House on 25/07/1891, number: 00034479

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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

Filing Record

20 returns made; all on time

Main office

PO Box 2502
WATFORD
WD18 1AE

Objectives

TO SUPPORT AND PROMOTE FOR THE PUBLIC BENEFIT SCIENTIFIC RESEARCH INTO AND STUDY OF THE CAUSES, PREVENTION AND TREATMENT OF DISEASE IN MAN AND ANIMALS, THE STUDY OF BIOLOGY IN ANY FORM, OR ANY OTHER SCIENCE IN ITS RELATION TO THE HEALTH OF MAN OR ANIMALS, THE STUDY OF ANY AGENCY OR DISCOVERY AFFECTING OR LIKELY TO AFFECT HUMAN HEALTH, THE STUDY OF THE COMPOSITION, PROPERTIES AND POWERS OF ANY ARTICLE OF FOOD OR DRINK, OR MEDICINE, THE STUDY OF AIR, WATER, ANIMALS, VEGETABLES, MINERALS, CHEMICAL SUBSTANCES AND OTHER ENVIRONMENTAL AGENTS IN THEIR POSSIBLE RELATION TO HUMAN HEALTH;TO PROVIDE FOR THE PUBLIC BENEFIT INSTRUCTION AND EDUCATION IN PREVENTIVE MEDICINE TO HUMAN AND ANIMAL HEALTH PROFESSIONALS, STUDENTS AND OTHERS;

Defined Area of Benefit:

NOT DEFINED

Data Sources

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