Finance Score: -3

Governance Score: 0

Support Score: 5

Pension deficit: -1
Multiple Deficits: -2

Overall weighted support: +5

Overall GiG Score: 2

THE NATIONAL FOUNDATION FOR EDUCATIONAL RESEARCH IN ENGLAND AND WALES

The Foundation conducts research in all or any matters affecting education,widely disseminates the results of and related services educational research and collects and exchanges educational ideas, especially related to research.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

There is a pension deficit of £3,291,000
On several occasions in recent years income has been less than spending

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
31/03/23		£21,396	£24,932	£-3,536	£0	£24,306	£27,597	13.3	595	0
31/03/22		£19,509	£21,363	£-1,854	£0	£13,011	£32,471	18.2	363	0
31/03/21		£15,772	£18,605	£-2,833	£0	£9,255	£33,026	21.3	343	0
31/03/20		£18,792	£18,391	£401	£0	£13,796	£32,088	20.9	432	0
31/03/19		£20,365	£18,876	£1,489	£0	£12,655	£12,655	8	551	0
31/03/18		£17,720	£17,257	£463	£70	£8,047	£8,047	5.6	455	0
31/03/17		£17,753	£16,101	£1,652	£125	£5,486	£0	n/a	476	0
31/03/16		£15,498	£14,885	£613	£0	£7,070	£7,070	5.7	203	0
31/03/15		£11,888	£11,576	£312	£88	£4,191	£4,191	4.3	172	0
31/03/14		£11,309	£11,213	£96	£124	£8,303	£8,303	8.9	163	0
31/03/13		£11,160	£11,331	£-171	£116	£16,348	£16,348	17.3	184	0
31/03/12		£12,648	£13,996	£-1,348	£180	£16,221	£16,221	13.9	178	0
31/03/11	*	£14,269	£14,514	£-245	£103	£21,982	£21,229	17.6	226	0
31/03/10		£18,554	£18,716	£-161	£1,992	£7,963	£7,389	4.7	298	0
31/03/09		£14,035	£13,429	£606	£3,012	£10,566	£10,166	9.1	290	0
31/03/08		£10,740	£10,690	£50	£2,676	£14,465	£14,137	15.9	271	0
31/03/07		£9,821	£8,819	£1,002	£1,954	£15,969	£15,490	21.1	267	0
31/03/06		£8,549	£8,386	£163	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£6,496	£6,001	£495	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£6,615	£8,368	£-1,753	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%
Senior Staff Costs/Total Spending: 17%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 18%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 114%
Reserves/Spending: 13.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3

Asset Split ?

Balance Sheet History

Established: 59 years

http://www.nfer.ac.uk

enquiries@nfer.ac.uk

01753637168

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Scientific research and testing services

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Australia, Hong Kong, Kenya, Mozambique, Netherlands, Northern Ireland, Scotland, Throughout England And Wales, United States,

Who it helps

Children/Young People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Nuffield Foundation - Grant to National Foundation for Educational Research (NFER)
£248,393	07/12/2023	Towards Teacher recruitment & retention challenges amid market structure reform
Nuffield Foundation - Grant to National Foundation for Educational Research (NFER)
£129,720	17/02/2023	Towards Cost of living crisis: Impact on schools
Nuffield Foundation - Grant to National Foundation for Educational Research (NFER)
£2,512,465	26/03/2021 53	Towards Skills for life? Developing key life skills needed in the future workforce
Nuffield Foundation - Education grant
£132,000	30/04/2020	The impact of Covid-19: a survey of all mainstream schools in England
Nuffield Foundation - Education Grant
£225,929	08/11/2019	Teacher supply, shortages and working conditions in England and Wales
Nuffield Foundation - Education grant
£219,866	01/08/2018	A diagnostic analysis of the effect of retention and turnover on the teaching workforce
Nesta - AC00501
£2,960	15/10/2015	Digital Education programme grant to National Foundation for Educational Research (NFER) Grant Ref AC00501
Nesta - AC00377
£60,940	22/01/2014	Digital Education programme grant to National Foundation for Educational Research (NFER) Grant Ref AC00377

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 50-70

CONOR RYAN Appointed: 2015, Occupation: Director Of Research And Communications

DAVID MADOC-JONES Appointed: 2018, Occupation: Corporate Adviser

DONYA ROSE Appointed: 2023, Occupation: Managing Director, Financial Services Professional

FIONA CAPSTICK Appointed: 2018, Occupation: Management Consultant

KAREN LINDA KROGER Appointed: 2023, Occupation: Chartered Accountant

LORNA COCKING BA DL (Chair) Appointed: 2015

MELVYN KEEN Appointed: 2015, Occupation: Chartered Accountant

MR NICK HILLMAN Appointed: 2018, Occupation: Director

NEIL HOLLISTER Appointed: 2007, Occupation: Company Director

PAUL JAMES Appointed: 2022, Occupation: Chief Executive

PROFESSOR MICHAEL DONALD DAY Appointed: 2018, Occupation: Retired

SAMUEL MACDONALD Appointed: 2015, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 03/11/1965, number: 313392
Registered at Companies House on 15/03/1967, number: 00900899

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
Safeguarding vulnerable beneficiaries
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; AR11: 0 days late,

Main office

NATIONAL FOUNDATION FOR EDUCATIONAL
THE MERE
UPTON PARK
SLOUGH
SL1 2DQ

Objectives

TO CONDUCT RESEARCH IN MATTERS AFFECTING EDUCATION AND TO LIAISE ADVISE AND DISSEMINATE INFORMATION THEREON

Defined Area of Benefit:

NOT DEFINED

Data Sources

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