THE CENTRE FOR ECONOMIC POLICY RESEARCH

Charity number: 287287
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

CEPR's mission is to promote world-class economic research and deliver the policy-relevant results to decision-makers: Research Excellence with Policy Relevance. It provides common services for its network of researchers and for users of its research, and obtains funding for the activities it develops, executing projects once funding is obtained, and reporting to donors on activities undertaken.

Income and expenditure

Data for financial year ending 30 September 2022

Total income:
£6,591,962

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Donations and legacies £6.23m
Charitable activities £363.10k
Other trading activities £0
Investments £3.01k
Other £0

Total expenditure:
£6,192,852

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Raising funds £32.74k
Charitable activities £6.16m
Other £0

£0 investments gains (losses)

Total income includes £1,313,312 from 2 government contract(s) and £3,138,684 from 4 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Income generation and governance £32.74k
Charitable expenditure £6.16m
Retained for future use £399.11k

People

25 Employee(s)

12 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1
£90k to £100k 1
£130k to £140k 1

Fundraising

This charity does not raise funds from the public

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Economic/community Development/employment
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Islington

Governance

Registration history:
  • 20 June 1983: Standard registration
Organisation type:
Charitable company
Other names:
  • C E P R (Working name)
Company number:
01727026 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Risk management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PROF SIR CHARLES RICHARD BEAN Chair 01 September 2014
None on record
Dr Francis Bloch Trustee 27 March 2024
None on record
Klaus Regling Trustee 01 December 2023
None on record
Dr Ferdinando Giugliano Trustee 01 March 2023
None on record
Governor Signe Krogstrup Trustee 01 March 2023
None on record
Olivier Garnier Trustee 01 October 2021
None on record
Jean-Pierre Landau Trustee 01 June 2021
None on record
Andrew David Woosey Trustee 01 September 2018
None on record
Professor Patrick Honohan Trustee 01 January 2016
None on record
John Anthony Fingleton Trustee 28 July 2015
None on record
BRONWYN NANETTE CURTIS Trustee 07 July 2015
None on record
Anthony Venables Trustee 13 November 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2018 30/09/2019 30/09/2020 30/09/2021 30/09/2022
Total gross income £3.40m £6.01m £4.57m £4.79m £6.59m
Total expenditure £3.50m £6.37m £3.86m £4.33m £6.19m
Income from government contracts £508.48k £963.47k £1.06m £1.28m £1.31m
Income from government grants £1.61m £2.36m £2.46m £2.41m £3.14m
Income - Donations and legacies £3.04m £5.48m £4.20m £4.41m £6.23m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £351.48k £521.43k £357.85k £381.14k £363.10k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.63k £10.17k £12.47k £525 £3.01k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.50m £6.31m £3.83m £4.31m £6.16m
Expenditure - Raising funds £4.61k £58.87k £28.40k £25.68k £32.74k
Expenditure - Governance £21.95k £25.60k £29.54k £30.01k £70.33k
Expenditure - Grants institution £1.36m £1.54m £1.12m £1.21m £1.73m
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2018 30/09/2019 30/09/2020 30/09/2021 30/09/2022
Own use assets £44.71k £44.01k £38.96k £134.19k £178.95k
Long-term investments £0 £0 £0 £0 £0
Other assets £3.25m £2.35m £3.21m £4.32m £4.27m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.51m £974.99k £1.12m £1.86m £1.46m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 September 2022 25 July 2023 On time
Accounts and TAR 30 September 2022 25 July 2023 On time Download Open in new window
Annual return 30 September 2021 25 July 2022 On time
Accounts and TAR 30 September 2021 25 July 2022 On time Download Open in new window
Annual return 30 September 2020 15 July 2021 On time
Accounts and TAR 30 September 2020 15 July 2021 On time Download Open in new window
Annual return 30 September 2019 17 July 2020 On time
Accounts and TAR 30 September 2019 17 July 2020 On time Download Open in new window
Annual return 31 March 2018 16 January 2019 On time
Accounts and TAR 31 March 2018 16 January 2019 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 26 MAY 1983 AMENDED 7 JUNE 1983, 13 JANUARY 1996, 8TH SEPTEMBER 2003 AND 12TH DECEMBER 2003. as amended on 27 Jun 2019

Charitable objects

TO PROMOTE AND ADVANCE EDUCATION FOR THE PUBLIC BENEFIT IN THE EFFICIENT FUNCTIONING OF THE NATIONAL AND INTERNATIONAL ECONOMY BY CONDUCTING AND PROMOTING STUDIES AND RESEARCH INTO OPEN ECONOMIES AND THE RELATIONS BETWEEN THEM

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
Centre For Economic Policy Research
33 Great Sutton Street
London
EC1V 0DX
Phone:
02071838801
Email:
cepr@cepr.org
Website:

www.cepr.org Open in new window