FAMILY BUSINESS RESEARCH FOUNDATION

Charity number: 1134085
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Family Business Research Foundation is dedicated to promoting a deeper understanding of family business, which makes a significant contribution to the economy and society. The knowledge fostered through the Foundation helps ensure the continued success and sustainability of the UK family business sector. The Family Business Research Foundation works for public benefit .

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £157,715
Total expenditure: £128,156

People

8 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 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
  • Economic/community Development/employment
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 04 February 2010: Standard registration
  • 16 July 2013: Funds received from 1144107 THE UNQUOTED COMPANIES' GROUP
Organisation type:
Charitable company
Other names:
  • IFB RESEARCH FOUNDATION (Previous name)
Company number:
07001473 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sir Michael James Bibby Chair 18 March 2015
CHARITIES TRUST
Received: On time
HARRY HUGH TREVOR - JONES Trustee 11 March 2025
None on record
PHILIP RONALD BOUVERAT Trustee 11 March 2025
None on record
Dr ALLAN FERNANDO DISCUA CRUZ Trustee 10 December 2024
None on record
Adam Edward Jackson Trustee 12 December 2023
None on record
KEVIN JOHN NICHOLSON Trustee 28 October 2022
None on record
Sean David Ramsden Trustee 07 January 2020
None on record
Professor Ajay Bhalla Trustee 20 September 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £177.00k £143.43k £122.00k £178.56k £157.72k
Total expenditure £165.70k £145.94k £126.44k £145.53k £128.16k
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

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 June 2024 30 April 2025 On Time
Accounts and TAR 30 June 2024 30 April 2025 On Time Download Open in new window
Annual return 30 June 2023 22 May 2024 22 days late
Accounts and TAR 30 June 2023 22 May 2024 22 days late Download Open in new window
Annual return 30 June 2022 17 February 2023 On Time
Accounts and TAR 30 June 2022 17 February 2023 On Time Download Open in new window
Annual return 30 June 2021 22 December 2021 On Time
Accounts and TAR 30 June 2021 22 December 2021 On Time Download Open in new window
Annual return 30 June 2020 08 December 2020 On Time
Accounts and TAR 30 June 2020 08 December 2020 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 AUGUST 2009 AS AMENDED ON 24 OCT 2012 AS AMENDED ON 20 AUG 2021 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20 AUG 2021 as amended on 19 Oct 2023

Charitable objects

HE OBJECTS OF THE CHARITY ARE: THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN BUSINESS AND MANAGEMENT IN PARTICULAR (BUT NOT EXCLUSIVELY) THROUGH RESEARCH INTO MATTERS RELATING TO FAMILY BUSINESSES AND THE PUBLICATION AND DISSEMINATION OF SUCH RESEARCH AND FINDINGS; AND THE PROMOTION OF SUCH PURPOSES FOR PUBLIC BENEFIT AS SHALL BE CHARITABLE IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES.

Area of benefit

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

UNDEFINED. IN PRACTICE, NATIONAL

Contact information

Address:
Share London
The Green House
244-254 Cambridge Heath Road
LONDON
Phone:
44 (0) 7864650836
Email:
info@fbrf.org.uk
Website:

https://www.fbrf.org.uk Open in new window