RESEARCH DATA ALLIANCE FOUNDATION

Charity number: 1162762
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The objects of the Foundation are to advance education and promote research for the public benefit in particular but without limitation by accelerating, promoting and facilitating research data sharing and exchange and (saving for purposes incidental and ancillary to those objects) no other purposes.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£665,211

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Donations and legacies £0
Charitable activities £665.21k
Other trading activities £0
Investments £0
Other £0

Total expenditure:
£598,865

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Raising funds £0
Charitable activities £598.87k
Other £0

£0 investments gains (losses)

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £0
Charitable expenditure £598.87k
Retained for future use £66.35k

People

3 Employee(s)

10 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Afghanistan
  • Akrotiri
  • Albania
  • Algeria
  • American Samoa
  • Andorra
  • Angola
  • Anguilla
  • Antarctica
  • Antigua And Barbuda
  • Argentina
  • Armenia
  • Aruba
  • Australia
  • Austria
  • Azerbaijan
  • Bahrain
  • Bangladesh
  • Barbados
  • Belarus
  • Belgium
  • Belize
  • Benin
  • Bermuda
  • Bhutan
  • Bolivia
  • Bosnia And Herzegovina
  • Botswana
  • Brazil
  • British Indian Ocean Territory
  • British Virgin Islands
  • Brunei
  • Bulgaria
  • Burkina Faso
  • Burma
  • Burundi
  • Cambodia
  • Cameroon
  • Canada
  • Cape Verde
  • Cayman Islands
  • Central African Republic
  • Chad
  • Chile
  • China
  • Christmas Island
  • Cocos (KEELING) ISLANDS
  • Colombia
  • Comoros
  • Congo
  • Congo (Democratic Republic)
  • Cook Islands
  • Costa Rica
  • Croatia
  • Cuba
  • Cyprus
  • Czech Republic
  • Denmark
  • Dhekelia
  • Djibouti
  • Dominica
  • Dominican Republic
  • Easter Island
  • East Timor
  • Ecuador
  • Egypt
  • El Salvador
  • Equatorial Guinea
  • Eritrea
  • Estonia
  • Eswatini
  • Ethiopia
  • Falkland Islands
  • Faroe Islands
  • Fiji
  • Finland
  • France
  • French Guiana
  • French Polynesia
  • Gabon
  • Georgia
  • Germany
  • Ghana
  • Gibraltar
  • Greece
  • Greenland
  • Grenada
  • Guadeloupe
  • Guam
  • Guatemala
  • Guernsey
  • Guinea
  • Guinea-bissau
  • Guyana
  • Haiti
  • Honduras
  • Hong Kong
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Iran
  • Iraq
  • Ireland
  • Isle Of Man
  • Israel
  • Italy
  • Ivory Coast
  • Jamaica
  • Japan
  • Jersey
  • Jordan
  • Kazakhstan
  • Kenya
  • Kiribati
  • Kosovo
  • Kuwait
  • Kyrgyzstan
  • Laos
  • Latvia
  • Lebanon
  • Lesotho
  • Liberia
  • Libya
  • Liechtenstein
  • Lithuania
  • Luxembourg
  • Macau
  • Macedonia
  • Madagascar
  • Malawi
  • Malaysia
  • Maldives
  • Mali
  • Malta
  • Marshall Islands
  • Martinique
  • Mauritania
  • Mauritius
  • Mayotte
  • Mexico
  • Micronesia
  • Moldova
  • Monaco
  • Mongolia
  • Montenegro
  • Montserrat
  • Morocco
  • Mozambique
  • Namibia
  • Nauru
  • Nepal
  • Netherlands
  • New Caledonia
  • New Zealand
  • Nicaragua
  • Niger
  • Nigeria
  • Niue
  • Norfolk Island
  • Northern Mariana Islands
  • North Korea
  • Norway
  • Occupied Palestinian Territories
  • Oman
  • Pakistan
  • Palau
  • Panama
  • Papua New Guinea
  • Paraguay
  • Peru
  • Philippines
  • Pitcairn, Henderson, Ducie And Oeno Islands
  • Poland
  • Portugal
  • Puerto Rico
  • Qatar
  • Réunion
  • Romania
  • Russia
  • Rwanda
  • Saint Barthélemy
  • Saint Helena
  • Saint Pierre And Miquelon
  • Saint Vincent
  • Samoa
  • San Marino
  • São Tomé And Principe
  • Saudi Arabia
  • Senegal
  • Serbia
  • Seychelles
  • Sierra Leone
  • Singapore
  • Sint Maarten
  • Slovakia
  • Slovenia
  • Solomon Islands
  • Somalia
  • South Africa
  • South Georgia And South Sandwich Islands
  • South Korea
  • South Sudan
  • Spain
  • Sri Lanka
  • St Kitts And Nevis
  • St Lucia
  • Sudan
  • Suriname
  • Svalbard And Jan Mayen
  • Sweden
  • Switzerland
  • Syria
  • Taiwan
  • Tajikistan
  • Tanzania
  • Thailand
  • The Bahamas
  • The Gambia
  • Togo
  • Tokelau
  • Tonga
  • Trinidad And Tobago
  • Tunisia
  • Turkey
  • Turkmenistan
  • Turks And Caicos Islands
  • Tuvalu
  • Uganda
  • Ukraine
  • United Arab Emirates
  • United States
  • United States Virgin Islands
  • Uruguay
  • Uzbekistan
  • Vanuatu
  • Venezuela
  • Vietnam
  • Wallis And Futuna
  • Yemen
  • Zambia
  • Zimbabwe

Governance

Registration history:
  • 21 July 2015: Standard registration
Organisation type:
Charitable company
Other names:
  • RDA FOUNDATION (Working name)
Company number:
09021881 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • 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
  • 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
Land and property:
This charity does not own and/or lease 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sara Garavelli Trustee 20 June 2024
None on record
Juan Bicarregui Trustee 20 June 2024
None on record
Mikiko Tanifuji Trustee 16 May 2024
None on record
Patricia Andrea Munoz Palma Trustee 16 May 2024
None on record
Maria Jose Marques De Barros Cruz Trustee 16 May 2024
None on record
Wolfram Horstmann Trustee 16 May 2023
None on record
Lee Thomas Wilson Trustee 16 May 2023
None on record
Amy Laura Nurnberger Trustee 16 May 2023
None on record
Hilary Jane Hanahoe Trustee 20 November 2019
None on record
Jillian Elizabeth Benn Trustee 17 April 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/05/2020 31/05/2021 31/12/2021 31/12/2022 31/12/2023
Total gross income £393.83k £236.31k £278.64k £354.16k £665.21k
Total expenditure £342.24k £299.26k £122.17k £323.86k £598.87k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A N/A £0
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £665.21k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £0
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £598.87k
Expenditure - Raising funds N/A N/A N/A N/A £0
Expenditure - Governance N/A N/A N/A N/A £0
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £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 31/05/2020 31/05/2021 31/12/2021 31/12/2022 31/12/2023
Own use assets N/A N/A N/A N/A £2.92k
Long-term investments N/A N/A N/A N/A £0
Other assets N/A N/A N/A N/A £413.82k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £64.45k

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 31 December 2023 11 October 2024 On Time
Accounts and TAR 31 December 2023 11 October 2024 On Time Download Open in new window
Annual return 31 December 2022 17 June 2024 230 days late
Accounts and TAR 31 December 2022 17 June 2024 230 days late Download Open in new window
Annual return 31 December 2021 14 November 2022 14 days late
Accounts and TAR 31 December 2021 14 November 2022 14 days late Download Open in new window
Annual return 31 May 2021 30 March 2022 On Time
Accounts and TAR 31 May 2021 30 March 2022 On Time Download Open in new window
Annual return 31 May 2020 23 June 2021 84 days late
Accounts and TAR 31 May 2020 23 June 2021 84 days late 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 INCORPORATED 01 MAY 2014

Charitable objects

3.1 THE OBJECTS OF THE CHARITY ARE TO ADVANCE EDUCATION AND PROMOTE RESEARCH FOR THE PUBLIC BENEFIT IN PARTICULAR BUT WITHOUT LIMITATION BY ACCELERATING, PROMOTING AND FACILITATING RESEARCH DATA SHARING AND EXCHANGE AND (SAVE FOR PURPOSES INCIDENTAL AND ANCILLARY TO THOSE OBJECTS) NO OTHER PURPOSES. 3.2 NOTHING IN THESE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE CHARITY'S PROPERTY FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND/OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Contact information

Address:
Rutherford Appleton Laboratory
Harwell Oxford
Oxfordshire
OX11 0QX
Phone:
+393349875702
Email:
enquiries@rd-alliance.org
Website:

rd-alliance.org